MIT Associates is an investment broker dealer headquartered in Tiburon, CA specializing primarily in assisting with early to mid stage investment opportunities. I’ve been fortunate to have a diverse career filled with firsts: In graduate school I developed a methodology for valuing air quality that became the first valuation of an intangible “real asset” thus setting the stage for later economic valuations of climate change and related carbon offsets. Later, I helped design and market the first real estate based variable annuity; the first variable annuity with a death benefit and the first variable annuity with multiple managers. Next I helped launch the Fidelity Advisor Funds along with Fidelity's first asset allocation model. With Aetna I helped turn a proprietary agency system into a multi-billion dollar mutual fund, variable annuity and 401(k) complex. In 2001 I became an early adopter of the “Endowment Model” and alternative investments first developing equipment leasing then real estate products including private investments and non-traded REITS. Recognizing demand for daily liquidity and wanting to improve upon the cost structure of non-traded REITs, in 2012 I conceived, designed and launched one of the first real estate private equity funds of funds as an Interval Fund (Total Income Plus (TIPRX)). I lead the Interval Fund Group on LinkedIn.Currently as CEO and co-founder of MIT, HNW-X my focus is on showcasing innovative investment solutions and strategies.For fun my wife and I travel the country in our converted Sprinter Van - Roadrunner.