• Writing the first biography of Louis Comfort Tiffany (1848-1933), a major figure in American cultural history through his varied decorative arts enterprises that made stained glass windows, lamps, art glass, mosaics and many other celebrated products.• Curator of "Homer at the Beach: A Marine Painter’s Journey, 1869-1880" (Cape Ann Museum, 2019), revealing the formation of Winslow Homer (1836-1910) as a marine painter, described by The Wall Street Journal as "handsome, historically rich and perfectly positioned." Scope of work included: conceiving and executing 96-object exhibition, writing 200-page catalogue, and raising institutional and individual grants and gifts to cover project costs. A total of 52 public and private collections, including the Metropolitan Museum of Art, the Philadelphia Museum of Art and the National Gallery of Art, participated in the project.• Consultant to The House of the Seven Gables on its strategic plan, seeking to enable this nationally significant house museum to address a broad range of operational, strategic and curatorial objectives.

• Leading Center’s effort to broaden its philanthropic base, including development of marketing materials and programming.

Frequent author, unveiling new meaning through research and writing on subjects as diverse as 15th Century Florentine ceramic sculpture, 17th Century Flemish painting and 20th Century ink drawings.

• Led Museum’s renewal of its nationally-significant First Period White-Ellery House (1710). Secured seed capital from private donors in order to partner with foundations and public sources to reopen house after 50 years of being closed. House now attracts audiences of 100 or more each time it mounts one-day contemporary art exhibits.• Helped shape 2009 and 2018 Strategic Plans.• As active fundraiser for museum, pivotal in facilitating several major gifts.

More than 20 years of investing in public and private equities, including 11 years of public equity investing in materials, healthcare, and other sectors in the U.S. and Europe, and 10 years of private equity investing in U.S. real estate.• Responsible for investments of $8 billion long-only large-cap value portfolio in chemicals, healthcare services, life sciences tools/diagnostics and related industries. • Generated alpha through identification and harvesting of discounts to intrinsic value and through the correct evaluation of strategic transformation underway at portfolio companies. • Strong performance vs. peers and benchmark. In several cases, investment thesis was consistent with those of activist investors, catalyzing action to raise the intrinsic value of portfolio companies, including CF Industries, DuPont, Agilent, and Syngenta.• Highest ranked analyst for several years, including 2016. Longest tenured analyst on Eaton Vance’s Equity team.• Closely connected to industries covered, including more than 100 meetings each year with company management teams, their competitors, their suppliers and their customers.

• Conceived and created private equity team to acquire and manage ultimately $6 billion diversified portfolio of partnership and wholly owned real estate assets, serving as Portfolio Manager. • Developed team of 12 members which achieved strong performance across several sectors. • Negotiated purchase of $2 billion of private preferred equity from UPREIT partnerships affiliated with public REITs. • Led formation of 17 joint ventures with large private and public real estate partners, with aggregate assets of $5 billion. • Oversaw acquisition of $2 billion of wholly owned multifamily and office assets.• Managed the orderly disposition of majority of the portfolio and promotion of CFO to succeed as group Director.

• Responsible for large-cap, mid-cap, and small-cap equities in healthcare services, real estate, information and business services, and life and property/casualty insurance. • Excellent performance against benchmarks and peer group.

Founded venture capital firm to acquire and make growth capital investments in the underserved niche of Midwestern business-to-business service firms.

Participated in a broad range of activities, from board governance to sourcing, vetting, and negotiating new investments and profitable harvests.

Served in three positions within selective management training program: Sales Representative (technical sales, Medical & Scientific Division), Shift Supervisor (glass manufacturing), and Business Development Analyst (new products).