Investing. Problem Solving. Collaborating.

Portfolio Management including public and private equities.Consultant to other Family Businesses, especially regarding governance, strategy, wealth planning, and generational education.

Investment Committee member covering manager selection, asset allocation and strategic decisions for diversified portfolios for our area's preeminent Community Foundation with a nine figure asset base.

The Far West Skiing Board of Directors is responsible for conducting and overseeing the business of Far West Skiing, including admin and execution of all US Ski and Snowboard sponsored junior alpine racing in the Far West Division for ~1,000 stakeholders.North Area Rep 2020-2021; Vice Chair 2021-2023; Treasurer 2023 - Present

- Head coach and change agent for DPSEF's growing Masters alpine ski racing platform. Drove 50%+ growth each year for 6 years (as we approached program capacity) by delivering outstanding client engagement and high-level technical coaching, including off-season ski deck training program design. - Area representative for, and active advocate and user of, Head alpine ski racing products. - 2023 US Ski Team Masters team and Class 5 Overall National Champion- Consistently a top… Show more - Head coach and change agent for DPSEF's growing Masters alpine ski racing platform. Drove 50%+ growth each year for 6 years (as we approached program capacity) by delivering outstanding client engagement and high-level technical coaching, including off-season ski deck training program design. - Area representative for, and active advocate and user of, Head alpine ski racing products. - 2023 US Ski Team Masters team and Class 5 Overall National Champion- Consistently a top finisher in Far West Masters races and in-season awards (#1 23/24, #3 22/23; #2 for the 21/22 season), and multiple-time age group winner of the Masters National Speed Series. - Camp Director - Far West Masters Scholarship Program fall camp at Copper Mtn. All logistical aspects of early season camp for 40 Masters and junior scholarship athletes, along with 4-8 world class coaches including Pierre Jeangirard, Daron Rahlves, Laurenne Ross, Garrett Driller, Josh Transue and others. Show less

Strategic oversight, governance, and financial management of a ski program devoted to character development of strong, exceptional athletes from 6-90 years old in alpine ski racing, all mountain skiing, and Skier-X. We currently have over 200 athletes, operating under the guidance of some of the best coaches in the nation. Our all-important relationship with our home mountain, Diamond Peak Ski Resort, is second to none. We have a highly engaged Board of Directors to drive unmatched support of… Show more Strategic oversight, governance, and financial management of a ski program devoted to character development of strong, exceptional athletes from 6-90 years old in alpine ski racing, all mountain skiing, and Skier-X. We currently have over 200 athletes, operating under the guidance of some of the best coaches in the nation. Our all-important relationship with our home mountain, Diamond Peak Ski Resort, is second to none. We have a highly engaged Board of Directors to drive unmatched support of our coaches, our athletes, and their parents. Treasurer 2014-2015, and again 2017-2018; President 2015-2017. Show less

Institutional investment portfolio manager:Due diligence and selection of underlying managers and direct investments (growth and venture capital), macroeconomic research and analysis, asset allocation/ portfolio management, strategy development, reporting and compliance for a private investment firm located on the shores of Lake Tahoe, NV. Series 65 Agent of an RIA.LPAC roles: Orchid Asia Fund VI, Shea Ventures Opportunity Funds I and II, Calibrate VenturesBoard positions:… Show more Institutional investment portfolio manager:Due diligence and selection of underlying managers and direct investments (growth and venture capital), macroeconomic research and analysis, asset allocation/ portfolio management, strategy development, reporting and compliance for a private investment firm located on the shores of Lake Tahoe, NV. Series 65 Agent of an RIA.LPAC roles: Orchid Asia Fund VI, Shea Ventures Opportunity Funds I and II, Calibrate VenturesBoard positions: Empower Semiconductor (Comp Committee Chair), Mission Microwave, Inc.Board observer: Navitas Semiconductor, TherOx, Inc. Show less

A private financial services firm providing governance, investment, philanthropic, educational, and back office support for a family group. Primary focus on investment functions including asset allocation, manager due diligence, performance reporting, and strategic decisions.

Finance decisions for the Barton Hospital Foundation, including balance sheet analysis, endowment disbursement recommendations, and investment holdings and asset allocation analysis. Also spearheaded the search to engage a new investment advisor for Foundation assets. Our team grew assets from ~$2.5MM to ~$9.5MM during my tenure. Secretary/ Treasurer 2011 and 2012. Vice Chair 2013-2016. Finance Chair 2012-16.

Credit analysis and restructuring execution for a Mayfair-based debt fund utilizing CLO and hedged products with 1.7B Euro AUM.

Global Macro (including oil fundamentals vs. trading driving price volatility), EM Debt, and European Insurance Co. analysis

Staff Physical Therapist with a focus on orthopedic spine and sport rehabilitation.Lead PT at Barton's brand new Stateline Rehab Center October 2005 to April 2007

Asset allocation, manager selection, due diligence, and performance analysis of a well diversified institutional investment portfolio.Additional work on strategic planning, governance, and client education.

Creation and review of specialty online health content provided to insurance companies, WebMD, Yahoo!Health and others.

Staff Physical Therapist providing skilled manual therapy for sports, orthopedic, spine, geriatric and pediatric patients.

Provision of on-hill and post activity Physical Therapy services for the United States elite men's World Cup downhill athletes during the peak of their season in Kitzbuhel, Schladming, and St. Anton, Austria as well as Garmisch-Partenkirchen, Germany.