Co-Founder
CurrentAs the Co- Founder & Chief Operating Officer (COO) of Emerald Global Capital, I oversee the daily operations and strategic initiatives of our premier multi-family office and advisory firm. My role focuses on empowering families to achieve financial independence, protect their assets, and build lasting legacies through personalized, holistic wealth management solutions.Key Responsibilities:Operational Leadership: Managing the overall operations to ensure efficiency and effectiveness in delivering our services.Client Advisory: Providing tailored financial and legal advice to ultra-high-net-worth individuals, NFL, NBA, and Olympic athletes.Wealth Management: Overseeing the creation and management of diversified investment portfolios, including alternative assets and real estate holdings.Asset Protection: Implementing strategies to safeguard client wealth and minimize risks.Legacy Planning: Developing comprehensive plans that include tax mitigation, estate planning, and philanthropy.Fund Management: Leading the setup and management of qualified opportunity zone funds and other investment vehicles.Brand Development: Advising on brand strategy and identity to enhance clients' social capital.Community Building: Facilitating strategic partnerships and private-public collaborations to support community development.Achievements:Built and managed multimillion-dollar alternative asset portfolios.Advised numerous high-profile clients, including professional athletes and ultra-high-net-worth individuals.Developed financial strategies resulting in significant tax savings and wealth preservation.Established Emerald Global Capital as a trusted name in multi-family office services and wealth management.Vision:At Emerald Global Capital, my vision is to provide unparalleled financial guidance, helping clients confidently navigate their financial journeys and create enduring legacies for future generations.