Vertically integrated real estate investment and development firm with a 35 year track record in building and operating multifamily properties across 10 Western states- Led the buildout of a new private equity fund division: strategic planning, fund formation, contract negotiation, deal execution, portfolio management, market research, investment analysis, and underwriting

New multi-billion dollar single family office- Led the buildout of a new investment program: strategic planning, business development, portfolio construction, portfolio management, idea generation, and investment analysis

Swiss asset management firm specializing in hedge fund of funds and multi-asset portfolios for institutional investors- Advised CIOs on tactical allocations in directional and absolute return strategies- Directed manager due diligence with a focus on event driven, corporate credit, volatility, relative value & private capital strategies- Generated ideas, sourced new opportunities, and monitored existing investments

Investment arm for Harvard University

Investment advisory firm for endowments and foundations