Investment Industry Experience:   

Financial services professional with 16 years of investment experience in the following areas:

Director of Private Investments for a multi-family office with $2.0 billion in total assets under management, performing fund manager selection and due diligence across public equity, private equity, alternative real estate, infrastructure, fixed income, pre-IPO opportunities, and secondaries.

Public Equity Investment Research and idea generation for a global long/short value hedge fund.

Mergers & Acquisitions in the wealth management industry, acquiring over $2.0 billion in aggregate AUM for a strategic buyer.

Corporate Finance, including financial statement analysis, DCF valuation, and deal structuring for a large wealth management firm. 

Education:   

B.A. from Colgate University - Hamilton, NY (2000)

Law Degree from University of Denver, Sturm College of Law – Denver, CO (2006)

M.B.A in Finance from University of Denver, Daniels College of Business - Denver, CO (2008)