Farther is a new kind of financial institution combining expert advisors and cutting edge technology, to deliver a comprehensive, personalized client experience. We are our client's Family Financial Office: + Holistic and authentic personal financial planning for you and your beneficiaries+ A True Fiduciary with Integrity, who goes the distance for you+ A Chief Investment Officer in your pocketUsing the power of Farther's platform and working with a team of Certified Financial Planners and other professionals plus utilizing the best in financial planning software and most importantly listening and respecting your needs and goals I direct the creation of an end to end financial plan for you that remains alive and updated.To meet your goals I use my nearly three decades of experience investing directly in businesses to build uniquely attuned separately managed portfolios for you to meet your goals, while remaining aware of expense needs and fortifying for risk. No I am not a salesperson I am one of the few money managers in the world offering direct wealth management. See my experience section below.For each investment in your portfolio I invest with a margin of safety using a modern value investment techniques and grounded meticulous due diligence. With my prior experience as a business operator my model is inclusive of customer needs, product development, market economics, operational planning and actualities, quality etc. I think like a business owner and thus try to model that way.When you have a business issue I will jump in as a partner with both feet help you succeed where I can add value. If you are considering a financial purchase I will provide a word of advice and sometimes a spreadsheet or other decision making model if you need the details for a major decision. My team and I are there when you or your beneficiaries have any financial questions.

Provided portfolio management and individual investment consulting to ultra-high net worth clients, family offices, and other asset managers. Engagement highlights include:• Assisting new family office set up, crafting investment policy and initial investment strategies.• Reviewing private equity and debt offerings for investment.• Setting up monitoring of existing public equity portfolio risk management. • Consult on direct individual investments and how to create superior informational edges. • Spearheading outside investment management reviews.• Coach trustees and family members in investment due diligence, portfolio monitoring and valuation.• Assisting family office in finding service providers such as estate management, large asset purchases and maintenance services.• Provided business consulting to portfolio companies solving issues and discovering opportunities.• Drove business planning, financial modeling, acquisition valuation and acquisition integration planning.• Familiar with Schwab Advisor Center, Pershing's Net360, Right Capital, Black Diamond• Advanced skills on Bloomberg Terminal, S&P Capital IQ, Ycharts, and familiar with Factset

Drove equity investments in several industries for a top 10 group ranked by AUM at Wells Fargo.• Dive deep during turbulent and complicated environments to find investments that provide outsized alpha.• Develop unique information edges for investment opportunities on distressed companies/industries.• Structure recommendations with clarity of value, risk, and ultimate possibilities of outcomes.• With operator experience monitor and strategically advise leadership of invested companies on any area to improve their chances from product development, marketing, operations to M&A• Raised over $67 million in new client assets one quarter.• Experienced zero client turnover during my time there.

Partnered with founder to lead finance and executive leadership duties in multiple areas. My work directly contributed to increasing the companies value three times and a successful exit for the founders selling to ViaPath.• Turned around a North American telecom and technology company from the red, to profitable growth, and a successful exit in less than two years.• Built an executive team of new and older re-energized managers to run the company day to day.• Honed product strategy and product development prioritizing product roadmaps, features, and economics.• Developed a Finance Planning and Analytics (FP&A) focus on service and product business intelligence• Created data analytics team & first data science initiative in the industry.• Solidified system, policy, process, people, and organization and made entire client lifecycle 100% visible.• Improved sales finance and negotiation increasing profitability of deals by over 33%.• Increased operations and product quality with root cause answers to managers in real-time dashboards.• Provided the step the CEO and other teammates needed to reach their higher goals.

Performed strategic and deep fundamental financial research with a value and occasional growth orientation for an investment portfolio of over $400 million in assets under management. • Invested in companies with a sustainable competitive advantage not well understood by outsiders.• Evaluated disruption in industries seeking opportunities with high probability of upside catalysts.• Demonstrated a well-round approach to finding informational edges.• Promoted from one investment in one industry to manage a wide selection of investments in multiple industries covering much of the equity portfolio.

Facilitated entrepreneurs and co-founders early business strategy and product development for early-stage companies (Telmate, Triadge, iDot, HDN), late-stage (Yahoo! and the San Francisco Chronicle), and provided project management to UC Berkeley Hass Business School's UNIDO Program.

• Created unique service model as a niche player in B2B IT service.• Developed detailed business plans, sales plans and operational plans with senior staff• Marketing plan was executed and had a 14% response on cold contact actions• Beat global 1000 competitors in one on one sales wins• Filled service capacity within months• Clients included: Regional and National Businesses such as the San Francisco Chronicle and other Hearst Corp entities, Non-profits such as the SF Film International Festival, Bay Area Council, celebrities such as Jackie Chan. If someone needed high-end high touch and knew us they called us.

Wore multiple hats given voracious ability to get along and learn new roles fast, and thus constantly promoted:May 2000 to January 2001 - Senior Software Development Manager - promoted to develop the company's newest service completing the project in January 2001. Left for opportunity to manage a company.October 1998 to April 2000 - Product Development Manager - working for an industry rock star learnt a new role while developing online telecommunications platform. Multiple services launched in a short time.May 1998 to September 1998 - Senior Financial Analyst and Lead Project Manager for IT - I wore two hats and had duties to create financial reports on existing services and new ideas to the VP of Finance, Controller and CFO, plus duties to the leads in Tech to build out internal IT projects.January 1997 to 1998 - Manager, M&A - With $200 million investments from GTCR and Antares the company rolled up much of its industry with 42 acquisitions in 14 months. I led from sourcing, negotiating through purchase and later integration. My ROI was high for my deals and breakeven in months utilizing my PMP knowledge and training from our senior finance staff and outside consulting.June 1996 to December 1996 - Staff Accountant - Fixed Asset Accounting, Revenue Analysis, Financial Reporting, Investor Relations Contact, Designed program to calculate and pay investors for Reg D notes