• Founded and manage an integrated real estate company acquiring, permitting, and developing residential and commercial properties• Identified and acquired approximately twenty properties, negotiated their purchase, and formed a partnership with a commercial general contractor for renovations and development. Some have been sold, and some are leased.• Diverse holdings include the launch of a multi-billion dollar 506(b)-fund currently owning seven properties. Focused on commercial development to revitalize downtown Bonita Springs, FL

• Investment consultant to select family offices and early-stage companies on significant investments and complex negotiations• Source and underwrite investments for venture funds

• Spearheaded a lengthy multi-lateral negotiation process that culminated in successfully acquiring a control position in a Major League Baseball franchise. Served as the Marlins’ Executive VP & Senior Advisor to the Chairman during the closing transition.

• Led all aspects of diverse business interests for an ultra-high-net-worth individual• Drove the investment process, in close consultation with the family office principal, of more than $1B in equities. Employed a rigorous, value-based approach to identify high-quality businesses trading at material discounts to intrinsic value. Methods used included competitive analysis and fundamental measures, particularly free cash flow reflecting true capex, ROIC, and balance sheet strength.• Outperformed the S&P 500 by 2.7% annually between 2009 and 2017 with low beta and significant cash holdings. Investing approaches included covered call writing, primary and secondary issuance investing, merger arbitrage, and volatility trading.• Initiated and managed a range of private equity investments across various industries, including professional baseball, retail apparel and real estate development• Oversaw efforts to buy and ultimately sell, in partnership with Ripken Baseball, the Charlotte County Stone Crabs minor league (Class A Advanced).• Responsible for starting up and managing the family office’s continuing operations, including recruiting, training, directing, and evaluating a team of four, including analyst, accounting, and administrative professionals. Hired and oversaw lawyers and CPAs for all legal and tax services. Negotiated and managed office leases, established legal structures, and obtained and administered insurance services.• Managed a wide range of family office functions, including tax coordination, estate planning, expense and bill pay, accounting, real estate acquisition and development, and aviation and maritime oversight.• Managed the acquisition and operations of a highly-valued mega yacht, overseeing personnel and regulatory compliance.• Oversaw a private charitable foundation with assets over $30M, including investment management and tax reporting and serving on the board of its primary philanthropic program

• This value equity investment manager grew assets from $8B to over $35B during my tenure. The business was #1 among Nelson’s “World’s Best Money Managers” for the ten years ending December 31, 2005. The firm generated annualized net returns far above its benchmark.• Led a team of three portfolio review analysts that interfaced with portfolio managers to implement stock selection into actual trades across as many as 5,000 individually managed fully-discretionary accounts• Conducted in-depth analysis of investment opportunities in close partnership with the CEO and CIO. Assisted portfolio managers with stock selection. Areas of focus included semiconductor capital equipment and casino gaming.• Helped land featured status in select programs for UHNW individuals, such as Goldman Sachs Asset Management’s Global Managers Strategies Platform and institutional mandates, by responding to RFP and due diligence processes. Played a lead role in RFP response construction, particularly for quantitative investment questions, and participated in onsite due diligence meetings.• Performed daily modeling and implementation of account transactions against a broad range of shifting constraints relating to compliance, tax, funds flows, unique account restrictions and underwriting conclusions• Co-led new systems installation and integration efforts for Advent Portfolio Exchange, Advent Moxy and Microsoft Access. Actively tested the systems beforehand and trained users during the integration process.

• Analyst in the Middle Market Mergers & Acquisitions Group. Performed extensive research and financial calculations and created pitch books containing accounting data and a variety of valuation analyses.