Managing Partner of BlackPoint Capital Markets.Providing Capital Formation, Corporate Strategy, and Mergers and Acquisitions (M&A) advisory services.

Responsible for managing Commenda Securities LLC a FINRA registered Broker Dealer.Providing Corporate Finance and M&A advisory services to lower middle market growth and distressed companies.Focus on Healthcare, Agriculture, Technology and Investment Management industries.

Managed Investment Solutions Group responsible for institutional investment clients.Member of Executive Committee.Evaluated investment strategy/fund development, acquisition and disposition.Launched a short duration fixed income 40 Act mutual fund.Led the development of a systematic portfolio allocation platform.

Founded CBAM, a Registered Investment Advisor, with $2.0 Billion of assets under management.Responsible for all aspects of the business strategy, operations, personnel and client service.Created two private offshore investment funds and served as a director on both funds.Led the development of an investment risk capacity model for healthcare enterprises.

Co-Head of Special Products Group responsible for all alternative financial and investment products.Built and led a team of professionals responsible for developing and executing sophisticated financial solutions.Worked with hospitals and hospital systems, health insurers and senior living providers.Developed and executed a synthetic bond refunding strategy, a call option monetization strategy, and a $250.0 million protected equity investment strategy.Originated merger and… Show more Co-Head of Special Products Group responsible for all alternative financial and investment products.Built and led a team of professionals responsible for developing and executing sophisticated financial solutions.Worked with hospitals and hospital systems, health insurers and senior living providers.Developed and executed a synthetic bond refunding strategy, a call option monetization strategy, and a $250.0 million protected equity investment strategy.Originated merger and acquisition opportunities. Show less

Co-Head of Special Products Group responsible for all alternative financial and investment products.

Originated capital markets transactions.

International banking, capital markets transactions, corporate restructurings, mergers and acquisitions advisory.