Over the past 2 decades, I've been fortunate to work with the most complex firms in the alternative assets space, leading the industry in changing the paradigm of technology solutions, operating models, structure, governance and compliance, allowing managers to focus on what they do best. All ...
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Over the past 2 decades, I've been fortunate to work with the most complex firms in the alternative assets space, leading the industry in changing the paradigm of technology solutions, operating models, structure, governance and compliance, allowing managers to focus on what they do best. All possible with decades of global experience and a natural acumen to a consultative approach and solution orientation.
When you come to Portfolio BI you'll experience best in class infrastructure/security support, front, middle and back office expertise and solutions. Partnering with investment professionals and C-Suite alike, Portfolio BI provides the buy-side with a competitive edge addressing unique business needs while taking control of their data security, portfolio and operational data. With over 25 years’ experience and a comprehensive range of offerings, Portfolio BI is the industry leader in creating actionable insights and better outcomes.
On a personal note, my passion is people, connecting, adding value both at a personal and professional level. I am blessed with an amazing family, a talented photographer as my wife, 5 boys (aged 10 through 20), 2 dogs, 2 cats cat and great friends. Added to this, love hitting golf balls (often badly), cycling, amateur videographer, carpentry, Star Wars collectibles....to name a few. Never a dull moment.
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