At Panoptic Investments, we are driven by innovation in private market access, structure, and strategy. We are on a mission to create better outcomes for investment advisors and the families they serve.

Providing scalable access to alternative investments through innovative structures and in demand solutions.

BC Partners is an international investment firm that offers select, focused investment strategies designed to complement each other and create synergies that benefit our investors.Founded in 1986 as one of the first pan-European buy-out investors, BC Partners has grown and evolved into a leading alternative investment firm, investing principally in larger businesses in Europe and North America through its established network of offices in London, Hamburg, and New York. Our strategic offering now includes a European Real Estate Investment platform and a Credit Investment platform that pursues yield and opportunistic investment opportunities primarily in North America.BC Partners provides a consistent investment approach across its three strategies, utilising rigorous analysis to seek to establish downside protection and identify realistic and meaningful value-add opportunities. Our partnership structure is designed to align the firm’s interests with those of our investors

Lead all business development and marketing efforts for niche private credit Interval Fund.

Lead business development efforts throughout Oregon, SW Washington, and Alaska for Institutional, Family Wealth, and High Net Worth clients for Key's unique Private Bank offering. My well rounded experience in Investment Management, Credit, and Financial and Estate Planning allow for a unique understanding of virtually any client's situation.https://www.key.com/kpb

U.S. Bank Institutional Trust & Custody was formed to exclusively serve the unique needs of institutional entities, including corporations, endowments and foundations, insurance companies, Taft-Hartley Plans, government and public entities and registered investment advisors. * Lead all portfolio management duties for institutional clients throughout 7 state territory* Implementation of Liability Driven Investment (LDI) technology and capabilities* Member, US Bank Municipal Advisory Committee * Member, Thematic Investment Research Group* Member, US Bank Alternative Investment Workgroup* Lead sales and revenue growth for all municipal investment management business within territory

The Private Client Reserve of U.S. Bank is a provider of comprehensive wealth management services for high-net-worth individuals, families and foundations. Highly experienced wealth management advisors lead client-focused teams that deliver forward-thinking, customized strategies including investment management, private banking, personal trust and estate administration and financial planning services designed for each client’s unique goals and needsAs a Senior Portfolio Manager for The Private Client Reserve of U.S. Bank, I deliver expert investment services to build and maintain wealth. Through utilizing allocations across asset classes including Global Equities, Global Fixed Income, Real Estate, Commodities, and Alternative Investments as they pertain to investment objectives, I am able generate superior risk-adjusted portfolio returns.

Lead and manage the revenue generation, practice management, and development of 140 financial advisors. Directly responsible for the growth and management of over $12 billion in assets generating $100 million in revenue.

➢ Tier 1 AUM and Gross Production➢ Blue Chip Council 2009➢ Pacesetters Council 2010➢ Pacesetters Council 2011

The First Tee is an initiative of the World Golf Foundation.The focus is to give young people of all backgrounds an opportunity to develop, through golf and character education, life-enhancing values such as honesty, integrity and sportsmanship. The mission of The First Tee is:To impact the lives of young people by providing learning facilities and educational programs that promote character-development and life-enhancing values through the game of golf.