Notable Transaction Experience*:

  • MetLife Investment Management / Mesirow (Trad. Inv. Mgmt. Business) (2025)
  • GTCR / R&T Deposit Solutions (2023)*
  • First-Citizens Bank & Trust Company / Silicon Valley Bridge Bank including SVB Private and SVB Wealth (FDIC) (2023)*
  • Virtus Investment Partners / AlphaSimplex Group (2022)*
  • Kudu Investment Management / Gramercy Funds Management (2022)*
  • Kudu Investment Management / Radcliffe Capital Management (2022)*
  • Cartesian Growth Corp (AlTi Global) / Tiedemann Group and Alvarium Investments (2021)*
  • ARK Invest / Resolute Investment Managers (repurchase of ARK Invest interest) (2021)*
  • Touchstone Investments / AIG’s Retail Mutual Funds Business (2021)*
  • Virtus Investment Partners / Westchester Capital Management (2021)*
  • Brookfield Asset Management / Oaktree Capital Group (2019)*
  • Hellman & Friedman / Financial Engines (2018)*
  • BlackRock / Tennenbaum Capital Partners (2018)*
  • HNA Capital Group / Old Mutual Asset Management (2017)*
  • Amundi Group / Kleinwort Benson Investors (2016)*
  • Lee Equity Partners / WealthTrust (2015)*
  • VettaFi / ROBO Global (2023)*
  • Kudu Investment Management / TIG Advisors (2018)*
  • Virtus Investment Partners / Sustainable Growth Advisers (2018)*
  • The Cynosure Group / Avalon Advisors (The Carlyle Group) (2015)*
  • Kelso & Company and Estancia Capital Management / American Beacon Advisors (2014)*

*Transactions at prior firm

Prior Work Experience:

  • Piper Sandler & Co., Director
  • Jefferies & Co., Associate
  • Putnam Lovell NBF Securities, Analyst

Education & Affiliations:

The Wharton School at the University of Pennsylvania, BS in Economics

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