Accomplished investment management sales, capital markets, and investment research executive. Proven track record of sales sucess at several firms in investment management and investment banking. Industry relationships across family offices, endowments and foundations, RIAs, plan sponsors ...more

Accomplished investment management sales, capital markets, and investment research executive. Proven track record of sales sucess at several firms in investment management and investment banking. Industry relationships across family offices, endowments and foundations, RIAs, plan sponsors and financial institutions. Experience with a wide variety of strategies including: private equity, hedge funds and traditional long-only strategies. Successfully started groups at two major institutions and as an entrepreneur. Strategic advisor to senior company and fund managements. Independent trustee for a growing, highly regarded natural resources mutual fund.less