I thrive on designing and executing private equity fundraising business plans targeting wirehouses, private banks, RIAs, independent broker-dealers, family offices, endowments, and foundations. I have demonstrated capital formation proficiency across a broad range of private market strategies and structures. Over the last twenty years, I have developed trusted private wealth industry relationships while gaining a comprehensive knowledge of the private markets industry, including current trends, deal structures, investor requirements, and competitive landscapes. My proven consultative fundraising methodology combines a thorough understanding of the role of private markets in asset allocation models, portfolio theory, and global capital markets. I have dedicated my career to the democratization of alternative investments to help individuals and families to achieve their financial goals. I employ a high-energy team-first approach and strive to deliver effective solutions using vision, creativity, and leadership. I am involved with various firm-wide strategic initiatives such as serving the Diversity, Equity and Inclusion Committee, ESG Program, Financial Advisor Alternative Investments Council, and Employee Satisfaction Committee.
Listed skills include Private Equity, Mergers And Acquisitions, Business Development, Venture Capital, and 20 others.