Seasoned financial and investment management executive with extensive experience, proven leadership abilities and a strong, successful track record of performance and value creation over 22 yearsMultiple senior executive level positions at Family Offices (Total of 4 Separate Single Family and Multi Family Offices) and their affiliated Investment Management Arms, Private Equity firms, and Investment Management and Advisory firmsAdvisor and Executive Thought Leader to Family Businesses and Enterprises, Family Offices, and UHNWs (Entrepreneurs, Executives, Founders, Innovators, Private Equity Partners, Pro Athletes, etc)Investment Management Expertise:Asset & Capital Allocation, Due Diligence, Corporate & Structured Finance, Investment Advisory & Management, Investment Committee Development, Membership & Oversight, Investment Strategy & Policy, Manager Selection, Benchmarking & Performance Reporting, Portfolio Construction & Optimization, Risk Management, and Originating & Structuring InvestmentsAllocations across all asset classes and investment strategies within Private and Public MarketsDirect Investments, Co-Investments, Fund Investments, Equity & Debt Investments, Recapitalizations, Secondaries, Distressed, Opportunistic & Special Situation InvestmentsEntity/Platform Investments, JV & Preferred Equity, Co GP Equity, Minority/Majority LP Equity & Capital Partner Replacements, Programmatic Joint Ventures, Debt Restructuring/Workout & Structured Finance, Rescue Capital and Turnaround CapitalAccounting, Finance and Tax Expertise:Bill Pay, Budgeting, Cash Management, Accounting & Reporting, Bank & Lender Relationship Management (Corporate and Entity Level Operating Accounts, Credit Facilities, Refinancings, etc), Financial Analysis & Planning, Fiscal Management & Financial Stewardship, Record Keeping & Recording, Tax Mitigation, Planning & Preparation (GAAP and Regulatory Requirements), and Wealth Planning & Management Other Areas of Expertise:Administrative Services & Support, Business Development, Capital Advisory & Formation, Family Business, Enterprise & Ultra High Net Worth individual and Family Leadership, Planning & Wealth Transfer, Fund &/or Investment Product/Vehicle Management, Client/Investor Relations, Estate, Legacy & Succession Planning, Financial & Strategic Advisory, Governance, Capital Raising & Investor Distribution Channel Development, Investment Banking, Human Resources, Legal, Marketing, M&A, Operations, Philanthropy, Regulatory Compliance, Relationship Management, and Strategic Direction, Planning & Partnerships
Listed skills include Investments and Capital.