Opportunity Zone Funder, advisor. Social entrepreneurship, capital formation, early impact. Partner at Black Walnut (muni/private advisory), Founder at OppZone - to promote and facilitates entrepreneurship and private capital investment in opportunity zones throughout the United States. Black Walnut and OppZone Ltd are a full-service opportunity zone advisory firm and ecosystem incubator, with goals of democratizing access to this important emerging asset class. We helped form & fund OZ deals under the advisory brand. The tech site: We bootstrapped a startup idea, a JOBS act / Reg CF platform marketplace for OZ business equity formation & collaboration; pursued a security token direct indexing strategy via regA+/regCF crowdfunding portal, ultimately deemed not viable due to regulatory hurdles including interim gains and improvement interpretations from IRS rev rulings.

Interim CFO for rural broadband WISP, helped CEO/CTO raise Series B convert

Customized wealth and tax planning for high net worth families, endowments and companies. CIO functions like manager selection and due diligence, direct indexing modeling, implementation of cost-efficient strategies, and foundation/endowment management consulting. Additional primary responsibilities ranging from development of digital acquisition strategy and online presence; SRI / ESG investment model evaluation; summary investment proposals and cashflow modeling

Part-time strategy for internet startup focusing on short-term hotel occupancy in Latin America. Roomva won Chicago NVC 2014.

Institutional Equity Research Sales