Led investment, portfolio strategy, and operational business transformation across the consumer, distribution & logistics, retail, financial services, and real estate industries. •Led financial forecasting & budgeting teams across portfolio of diverse clients & industries•Implemented family governance structures and effective family council communication channels, piloting financial education initiatives•Proactively managed strategic tax & estate planning with legal counsel and accountants, leading intergenerational family trust reviews •Executed extensive due diligence on portfolio companies, analyzed industry competitive dynamics, and prepared sustainable strategic growth path•Examined changes to macroeconomic outlook and incorporated fundamental developments into portfolio positioning & asset allocation decisions•Originated new investment opportunities, developed investment thesis, and designed value-creation blueprint, managing full insight-to-outcome sequence

•Overhauled budget & resource planning, devised revenue & cost synergy initiatives, and modernized procurement, increasing bid win-rate by 21%•Led evaluation, design, and deployment or ERP system, improving long range forecasting visibility and business intelligence capabilities•Restructured corporate debt portfolio, leading negotiations with banking partners & evaluating various capitalization scenarios•Asset Valuation: DCF, peer group & recent transaction analysis, replacement-cost, and sum-of-the-parts methods

• Financial Modeling: Developed exhaustive earnings/free cash flow model using Bloomberg API, used as standard for company financial modeling - Led extensive fundamental-driven research in domestic and international equities• Investment Management: Assisted launch/management of global macro long/short fund as well as firm small cap equity fund with AUM of $300 million • Integration support: Supported development of internal asset management platform, enabling successful acquisition & integration of two investment management firms (AUM of $800 MM)• Valuation: Developed dynamic internal valuation model with KPI-driven forecasts, incorporating market signals from bond price distress and option-implied volatility• Sales & Client Relationships: Educated sales team and individual clients about complex investment strategies & objectives• Dividend Strategy: Executed quantitative global equity screen for suite of dividend strategies• Performance: Developed and implemented fixed income sleeve, reducing performance volatility and improving fund Sharpe & Sortino ratios• Committee Membership: Member of Risk, Pricing, and Investment Policy Committees, managing domestic & international dividend-focused and small/large cap strategies