Private equity investor with experience executing on secondary transactions, including sourcing, due diligence, structuring and monitoring. As a Vice President at Portfolio Advisors (“PA”), I serve as a core member of an investment team tasked with raising, deploying and managing our PA GPS (PA GP Solutions) series of funds. PA GPS is a dedicated GP-led Secondaries fund focusing on Continuation Funds, NewCo/Spinouts, Secondary Co-Investments, and other GP-led opportunity structures.During my ~11 years with PA, I have experience with GP-led Secondaries, LP Secondaries, Primaries, Insurance Linked Securities, Operational Due Diligence, Client Monitoring & Reporting, and other business line development. I graduated from Fairfield University with a BS in Finance from the Dolan School of Business and I am a CFA® charterholder. In my free time, I enjoy a variety of activities including Basketball, Skiing, Table Tennis, Tennis, Platform (“Paddle”) Tennis, Pickleball, Dodgeball, Volleyball, and Golf.---------Brief Overview of EmploymentGP-led Secondaries: Focus on Continuation Funds, NewCo/Spinouts, Secondary Co-Investments, and other GP-led opportunity structures.LP Secondaries: Analyzed multi-fund portfolio’s projected cash flow and diversification profile by assessing individual underlying company value with respective fund level considerations to determine a recommended purchase price and qualitative fit for a given mandate.Primary Investments: Prepared/presented primary fund investment memos to the Investment Committee for Advisory client(s).Insurance Linked Securities: Selected by PA’s Management Committee to conduct independent research, communicate with industry experts, present findings, and prepare marketing materials.Operational Due Diligence: Selected by PA’s Management Committee to establish a foundation for our Operational Due Diligence offering (process, Due Diligence Questionnaire, basis for grading a manager, etc.)Client Monitoring & Reporting: Operated as a lead on multiple institutional clients for day-to-day inquiries. Prepared client related quarterly & annual reporting, board presentation materials, ad-hoc diversification requests, performance attribution analysis, valuation estimates, cash flow projections, liquidity analyses, custom fee & carry tracking, benchmarking (public market equivalents and custom private iterations), and auditor requests.