Prime Quadrant serves over 200 affluent families across North America with a mission to empower families for the future and assist them across the full range of their financial, social, and human capital needs• Serve as a trusted advisor in delivering investment portfolio solutions to the firm’s family office clients while also providing executive leadership across the broader advisory team• Understand family investment policies, goals, objectives and priorities; develop a thorough understanding of all assets in the portfolio and all external investment partners and managers and their respective strategies; review target asset allocation strategies and timeframes that are consistent with family investment policies, objectives, and risk tolerance• Voting member of the firm’s Investment Committee• Provide vision, direction, and leadership to team members and cultivate a high performance collegial, engaging and entrepreneurial environment of trust, respect, transparency and continuous learning and improvement that encourages excellence and long-term commitment

TIGER 21 is a global peer community of ultra-high-net-worth entrepreneurs, investors, and wealth creators. Members meet in cities worldwide to confidentially discuss a broad range of issues and opportunities related to wealth preservation, investing, family dynamics, philanthropy and much more. Many Members often consider TIGER 21 their personal board of directors, enabling them to leverage the collective wisdom and experience of this exceptional community. As a result, Members enrich their lives and amplify the enduring impact of their wealth and legacy while simultaneously enhancing their networks and developing lasting relationships with other Members, both locally and globally.

Senior advisor and member of the investment committee for Blue Ivy Ventures, a venture capital fund focused on investing in companies funded or operated by Yale alumni• Provide strategic guidance to the fund’s leadership team on fund operations, co-investment syndication, and on-going limited partner fundraising• Assist with growing the fund family by serving as Blue Ivy ambassador and engaging with Yale alumni to attract new investors • Participate in monthly investment committee meetings to evaluate and approve new and follow-on fund investments• Actively identify and source new deal opportunities through Yale’s professional and personal networks

Baudpont invests across private equity, real estate, and venture capital• Lead the development and oversight of Baudpont's overall investment strategy, asset allocation, investment policy statement, and manager selection process• Actively oversee direct private investments portfolio of high-growth consumer companies• Provide strategic management support to portfolio companies in the direct private investments portfolio• Direct the portfolio’s global investment strategy across multiple asset classes, including marketable fixed income and equity, private equity, venture capital, real assets, and private partnerships• Ensure that effective governance practices and systems are executed within the family office

Head of Family Office coverage effort offering sophisticated clients access to a platform of high-quality alternative investments with a focus on real assets• Responsible for developing and maintaining key institutional relationships in North America and Latin America • Distribute alternative investment solutions including private equity, real estate, infrastructure, private credit, custom strategies, and other opportunistic investments• Consult family office clients on leveraging Brookfield's platform of alternative investments for implementing portfolio investment strategy and asset allocation objectives• Syndicate niche direct equity investments across the broader alternative investment platform• Identify co-investment and direct investment opportunities for large family offices with the ability to invest at scale

Senior coverage officer to the firm’s premium family office client segment responsible for delivering the capabilities of the firm’s global investment platform• Leveraged the capabilities of the investment banking and asset management departments to identify and distribute institutional-quality investment opportunities to family office clients, including direct private equity deal flow, private equity funds, hedge funds, and other niche private investment opportunities • Delivered direct private equity opportunities to family office clients through a collaboration with the firm’s equity capital markets desk and sector banking teams within the investment banking department • Partnered with relationship managers in sourcing corporate finance transactions from family office clients, including IPOs, follow-on and private placement offerings, advisory and acquisition financing, and asset finance transactions • Executed business development strategies that result in on-boarding net new assets from family offices in the U.S. to UBS Private Wealth Management• Originated and secured family office structured lending transactions backed by non-standard collateral such as direct private equity holdings, concentrated public stock positions, restricted stock, and limited partnership interests in hedge funds and private equity funds

Oversaw and managed U.S. and Latin America private, family office, and foundation capital through the firm's family office advisory practiceDesigned, invested, and monitored diversified portfolios that delivered strong risk-adjusted returns consistent with the time horizon, risk tolerance, and spending needs of the family office and foundationEvaluated and selected investment managers across a multitude of asset classes, including marketable fixed income and equity, venture capital, private equity, real assets, and hedge fundsDirectly responsible for securing and on-boarding $300 million of net new assets through my efforts in representing Cambridge’s family office advisory practice through conferences, public relations, and other business development settingsPartnered with family office investment staff in evaluating direct private equity and co-investment opportunitiesDeveloped investment objectives, policies, and target asset allocation guidelines for client portfoliosPresented appropriate investment recommendations to family office investment committees, boards of trustees, and investment staffOversaw internal investment operations staff and procedures to implement changes to client portfoliosManaged, instructed, and mentored junior members of the investment team

Portfolio Manager of the direct private equity portfolio and responsible for contributing to the overall management of the Clariond Family Office• Oversaw and allocated capital across a diverse range of asset classes including, domestic and international fixed income and equity, private equity, venture capital, hedge funds, real assets, and private direct investments• Directed private equity investments across the retail and financial services sectors• Performed financial and operational due diligence on current and prospective portfolio companies for the private direct investment portfolio• Developed and implemented the portfolio’s investment strategy and asset allocation to fulfill the objectives and goals as outlined in the investment policy statement• Supported the broader family office in sourcing, researching, and selecting institutional money managers to implement the applicable allocation towards each specific asset class • Maintained and monitored multiple and segregated family financial strategies, investment policy statements and asset allocation strategies as well as assets titled within trusts and partnerships • Coordinated efforts with other in-house and out-sourced financial professionals to align multiple family financial objectives• Managed and mentored junior investment professionals in executing investment analysis functions

Performed financial analysis, identified and evaluated investment opportunities, and provided strategic management support as a Financial Analyst with NewSpring Capital, a private equity family of funds. In this role I was responsible for developing and assessing investment opportunities across the entire investment platform. While at NewSpring, I invested in several healthcare and information technology companies, performing financial, company and industry research while spearheading the overall financial and legal due diligence process. I also provided critical strategic guidance to several NewSpring portfolio companies across the medical device, information technology and business services sectors.• Identified and evaluated investment opportunities across various industries and structures for the $1.5 Billion NewSpring Capital family of funds: NewSpring Growth Capital, NewSpring Mezzanine Capital, and NewSpring Health Capital• Conducted in-depth deal due diligence, including financial modeling, valuation analysis, financial analysis, company, market and industry research, and legal documentation review of prospective investment opportunities• Composed detailed investment memorandum for each investment opportunity, which synthesizes the deal team’s key findings while highlighting fundamental investment merits and risks for investment committee review• Developed targeted management due diligence meeting agendas to enhance deal team’s focus on relevant company and market topics, resulting in overall meeting efficiency and effectiveness• Reviewed and analyzed portfolio company financial statements, capitalization tables, waterfall schedules, and liquidation preferences in order to prepare portfolio valuation summary reports on a quarterly basis

Investment Analyst, Portfolio Review Group (2007- 2009) Investment Analyst with Vanguard where I performed financial research across the domestic and international fixed income and equity markets. During this time with Vanguard, I was responsible for analysis functions related to manager selection and oversight of the Vanguard family of funds. I was directly responsible for the oversight and evaluation of more than $200 billion of fixed income and equity assets. Analysis performed included holdings-based style analysis, consistency of performance, and performance attribution. In this role, I also served on Vanguard's investment manager search team where I was responsible for evaluating and selecting prospective equity and fixed income managers. In addition, I provided recommendations to institutional plan sponsors of defined contribution plans on their investment plan lineups while also conducting market and economic investment reviews for internal business partners. • Evaluated and monitored fixed income and equity multi-manager portfolios for Vanguard’s fund-of-funds platform using quantitative analytical tools such as performance attribution, buy/sell analysis, returns based analysis, and process consistency• Contributed to Vanguard’s manager search efforts by performing quantitative and qualitative due diligence on prospective large-, mid-, and small-cap growth equity managers while presenting diligence findings in detailed investment memorandums • Assisted in the fund-of-funds portfolio construction process using proprietary software analytical tools• Provided monthly market, economic, and portfolio performance review to institutional sales and retail client service teams

• Selected for Vanguard’s two year accelerated training program focused on fixed income and equity investment management, and client service• Developed a fundamental understanding of equity and fixed income trading, portfolio construction and risk management• Rotated through various Vanguard Investment Management divisions: Fixed Income Group, Municipal Bond Trader: • Developed trade ideas and performed relative value analysis• Conveyed precise and accurate deal flow information• Managed daily cash flow for municipal desk• Executed orders for long municipal portfolioPortfolio Review Group, Junior Investment Analyst:• Supported senior analysts in evaluating equity and fixed income multi-manager portfolios • Performed detailed portfolio and performance analysis using analytical tools such as attribution analysis and style-based performance