An independent advisor to individuals, entrepreneurs, businesses and business owners. A long history of starting companies and working with private business owners, HF and VC/PE funds and their founders, tech startups and growth companies, middle-market company executives, investors of all types, ...more

An independent advisor to individuals, entrepreneurs, businesses and business owners. A long history of starting companies and working with private business owners, HF and VC/PE funds and their founders, tech startups and growth companies, middle-market company executives, investors of all types, wealthy individuals/families and multi-gen inheritors. A mentor to early-stage companies of many types, and an occasional angel investor. Skilled in Entrepreneurship, Strategic Planning, Venture Capital & PE, Family Offices, Capital Markets, Mergers & Acquisitions, Finance, and Investing. A seasoned professional with an unparalleled global network and a passion for service as a fiduciary for his clients. Not known for his speling. --->> Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://www.ceritypartners.com/terms-conditions/.less