Investment professional with over 25 years experience combining top-down, quantitative and thematic macro analysis with bottom-up, catalyst-driven fundamental industry research. Consistently outperformed benchmarks while at TD Trust, a New York bottom-up, long/short hedge fund and in model ...more

Investment professional with over 25 years experience combining top-down, quantitative and thematic macro analysis with bottom-up, catalyst-driven fundamental industry research. Consistently outperformed benchmarks while at TD Trust, a New York bottom-up, long/short hedge fund and in model portfolios at BCA. Completed full-time MBA program in May 2018. Referred to in prominent business publications such as the Financial Times and Barron’s. Co-CIO of Northland Wealth Management, where I select alternative investment funds for our high net worth and ultra-high net worth clients. Also CIO of Northvest, a VC/PE investment fund that acquires and grows exceptional businesses at all stages of development. I am responsible for originating deals, evaluating opportunities, valuation and financial modeling. I also lead financial and operational due diligence teams and help coordinate transaction execution. Moreover, I develop strategic and operating plans, help integrate targets, control finance, support management teams, maintain a dialogue with stakeholders and create exit opportunities.less