Principal Managing Partner, Family Office
CurrentFormerly a part of Tradewise Venture Capital, I launched CCSY Family Office in 2019, serving as a Managing Partner & Head Principal Investment Strategist to direct the high growth diverse fund strategy in the Private Equity, Real Estate & Information Technology service sectors. I also lead all Family Office investment administration & operations activities. Fund Investment Strategy Diversification Highlights include: o Private Equity: Invest in middle-market investment funds acquiring high growth market/seed stage businesses (i.e., Healthcare, Business & Industrial Services industries) that in turn provide access to corporate divestitures, recapitalization, management buyouts and acquisition capitalo Real Estate: Provide commercial real estate bridge & hard money loans collateralized by commercial and residential investment real estateo Information Technology Services: Investment strategy in IT service companies providing hardware, hosting, recovery and security services, storage management and data administration