Significant and substantive investment, marketing/sales and client relationship management experience with an accomplished track record of success with top tier firms. Depth and breadth of expertise across the global real assets and broader capital markets along with expertise in the development ...more

Significant and substantive investment, marketing/sales and client relationship management experience with an accomplished track record of success with top tier firms. Depth and breadth of expertise across the global real assets and broader capital markets along with expertise in the development and implementation of marketing and branding strategies. Raised over $7 billion of capital from both domestic and global institutional investors for real asset investment vehicles with styles across the risk spectrum, both equity and debt. Long, enduring client/consultant relationships provide access while an exceptional sales and consultative approach, coupled with strong client relations skills, facilitate the delivery of client solutions. Strong team player known for outstanding verbal and written communication skills, as well as polished presentation skills. Committed to achieving excellence in process, product and client experience. An active member of the CFA Society New York (CFANY), formerly served as a Director of the Board of Directors. Participated in organizing over 20 CFANY events, attended by over 2,500 attendees. Committed to expanding the programs offered by the Alternative Investments Committee, organizing the Society’s first ever event on Farmland Investing . Instrumental in planning the CFANY’s 80th and 81st anniversary dinners, securing the Lifetime Achievement recipients. Past member of the editorial board of The Institutional Real Estate Letter and former Chairman of the Publication Committee for the Pension Real Estate Association (PREA). Served as Chairman of the Corporate Governance Committee of INREV (a European real estate association). Articles published in The Journal of Property Management and the PREA Quarterly. B.S. in Accountancy from the University of Illinois and an M.B.A. in Finance from Northwestern University. A CPA and a CFA charter holder. ACD Directorship Certified™less