LevelFunded Health works with mid-market companies (500 - 5000 FTEs) to help them reduce their health benefits expense while simultaneously maintaining or improving the quality of the employee benefits program.

Integrated is a venture fund partnering with value-aligned companies and entrepreneurs that are transforming the health and well-being of our communities around the globe.

Supporting the emergence and integration of transformational medicines to address the underlying causes of today’s most critical societal and mental health challenges.

J. Newmark Inc. is a consulting and advisory business that services the intersection of the family office & impact investing worlds. I work closely with a small number of deeply aligned partners to deliver both financial and social / environmental returns in all of my projects.

Meaningful Partners was created to chart a new course in Private Equity. We believe there is both societal need and economic benefit to accelerating the success of purposeful business. We are a unique community of capital and discipline experts committed to purposeful investing and purposeful growth. We have particular interest in consumer facing challenger brands and companies driving positive impact. More at www.meaningfulpartners.com

I switched from the role of CEO at Ask the Circle to being a Partner when we decided as a company (in July '16) to do away with the C-titles and change to a Partnership structure. I subsequently decided to move on from Ask the Circle entirely.

Ask the Circle is a global family office network and co-investing platform based in Switzerland. It exists to facilitate collaboration amongst its members and focuses on maximising transparency and alignment of interests in doing so. Impact investing & philanthropy are particular areas of focus, and represent over half of the content on the platform.

I was a member of the Wealth Management Division within Goldman Sachs for my entire career, first serving as a Financial Analyst on a team in NY's Wealth Management office and subsequently joining the Strategic Lead Management (SLM) group as a founding member. SLM was formed in 2000 to focus on the relationship between the Wealth Management and Investment Banking Divisions and to promote collaboration in service of our clients. I moved to London in 2004 to establish the SLM group in Europe and then oversaw that team until leaving the firm in 2009 to pursue impact investing. During my time in Europe, we generated record-setting results across all key metrics and facilitated the first-ever firm balance sheet co-investment with wealth management clients.