Financial professional with over 20 years of experience helping owners of companies sell their business, grow through acquisition, raise private equity to fund growth, and find the right lending partners. Have worked with companies in a wide range of industries and across every stage of the business life cycle. I have been a CFO, private equity investor, and investment banker, so I have seen companies and deals from every angle.

Have also successfully managed a sizable investment portfolio for a high-net-worth family that was diversified across fixed income, long-only equity, hedge funds, real assets, private equity, and venture capital investments.

Managed a large privately held commercial real estate portfolio through the recession starting in 2008 resulting in the highest occupancy, revenue, and NOI in company history at the end of 2011.