• Experienced leader in the investment banking, private equity and real estate industries, with expertise in property management, leasing, acquisition, disposition, and brokerage.• CFP® Certified Financial Planner™ designation. Chartered Retirement Planning Counselor℠ CRPC® designation. Managing Director at Silicon Private Wealth, a Registered Investment Advisor, and at Viant Capital, an investment bank.• Seasoned private equity investor and entrepreneur with experience as manager of three VC funds• Acquired hands-on experience working in the high technology/security industry, including serving as CFO of a subcontractor to a major systems integrator.• Skilled fundraiser of millions of dollars of investment capital• Oversaw the management and disposition of 4,100 acres in Silicon Valley to a subsidiary of a Fortune 10 company, 110,000+ s.f. of commercial properties, and 10,000+ acres in Maine and New Hampshire. Member, American Apartment Owners Association.Disclaimer:Silicon Private Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Silicon Private Wealth and its representatives are properly licensed or exempt from licensure. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Advisor representative registration requirements, or an applicable exemption or exclusion. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.As a registered investment advisory firm, we are permitted to post or publish any form of testimonial which is related to our investment advisory services provided certain disclosures. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we include required disclosures when accepting any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Silicon Private Wealth does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
Listed skills include Portfolio Management, Mergers And Acquisitions, Marketing, Management, and 46 others.