• Senior member of private market manager research team at RMB Capital, a $10B investment advisor• Manage the firm’s private equity and real estate portfolios, investing in funds and co-investments• Implemented an institutional-grade diligence process for high net worth and family office client base • Develop and maintain a deep network of sponsors, placement agents, and other market participants • Responsible for manager interviews, financial modeling, legal review, and negotiation of terms • Coordinate and maintain multiple simultaneous due diligence processes in a fast-paced environment • Sourced and invested in unique opportunities that outperformed public and private market comps • Manage the firm’s liquid real assets portfolio, which includes listed real estate investment trusts • Synthesize key findings through letters, presentations, and strategy reviews to clients and prospects

• Managed over $800 million of custom portfolios on behalf of high net worth and corporate clients • Supported business development initiatives on behalf of team representing over $30 billion in AUM

• Researched and recommended investments in private equity real estate fund offerings for pension and sovereign wealth fund clients which represented approximately $150 billion of real estate assets• Gathered market-level information from over 200 meetings with fund managers each year• Wrote and presented investment recommendations to the firm’s investment committee and clients• Contributed to Townsend’s ‘View of the World’ report of the firm’s compelling investment themes• Co-authored an article published in Pension Real Estate Association's quarterly magazine

• Supported an advisor team ranked #1 on Research magazine’s list of the ‘Top-Ranked Advisor Teams in America’ and financial advisors ranked #1 and #7 by Barron's magazine in 2009• Researched equity, fixed income, and alternative investment managers for investment consideration• Serviced client base of Silicon Valley entrepreneurs, corporate executives, and venture capitalists