Featured Talent

Profile

Investment professional with CFA and CAIA credentials and experience across private markets, alternatives, and portfolio implementation. Demonstrates strong analytical judgment in evaluating investment strategies, conducting manager due diligence, and supporting asset allocation and portfolio construction decisions. Experienced in institutional trading, rebalancing, and executing complex portfolio transitions in advisory and institutional environments. Trusted partner to senior investment leaders, combining rigorous investment analysis with hands-on execution and operational discipline.

Career Highlight 1: Drove the naming, launch, and cross-functional coordination of an in-house private markets fund-of-funds for Qualified Purchasers, scaling to approximately $65M in AUM across private equity, venture capital, and alternative strategies.

Career Highlight 2: Led and supported large-scale portfolio transitions and system integrations, preserving client continuity while improving execution efficiency and reducing transaction costs across portfolios totaling hundreds of millions.

Career Highlight 3: Led a firm-wide transition from higher-cost investment vehicles to institutional structures, improving portfolio efficiency and reducing embedded fees across more than $15M in client assets.

Why Hire This Candidate (In Their Own Words): I bring institutional investment rigor, strong analytical judgment, and hands-on execution experience across public and private markets. I ramp quickly, take ownership, and add value in both research-driven and implementation-heavy environments. I work effectively with senior decision-makers and translate investment ideas into disciplined, real-world portfolios. I’m highly motivated, accountable, and committed to delivering results.

Strengths: Analytical rigor and disciplined work ethic, investment judgment, private markets and alternatives evaluation, portfolio construction support, disciplined execution, and strong interpersonal effectiveness.

Hobbies & Personal Interests: Golf, fitness, family time, and cooking.

Education: BS Finance/Econ, MBA

Credentials: CFA, CAIA, MBA, FINRA Series 3, 7, 66

Industry Experience: Capital Markets, Financial Services, Fintech, Wealth Management

Company Fit: Experience across small, mid-sized, and large organizations, including growing advisory platforms and large financial services firms.

Management Experience: 0 years of direct people management; significant experience leading projects, coordinating cross-functional teams, and working with senior stakeholders.

Software Experience: Limited direct ERP or accounting software experience; primary exposure has been through collaboration with finance and operations teams rather than hands-on system ownership.

Open To: Hybrid, In-office