Notable Transaction Experience:
- CAPTRUST / Boston Financial Management (2024)
- Hightower Holding / NEPC (2024)
- Nile Capital Group Holdings / ABS Global Investments (2024)
- XA Investments / Madison Investments (2024)
- AXA Investment Management / W Capital Partners (2024)
- Mariner Wealth Advisors / AndCo Consulting (2024)
- Invesco / Faropoint (2023)
- TMI Holdings / Argent Financial Group (2023)
- Kovitz / Origin Investments (2023)
- Azimut / Kennedy Capital Management (2022)
- Sunlife Financial / AAM (2022)
- Merchant / Redwood Investment Management (2022)
- Foresight / Infrastructure Capital (2022)
- CI / Columbia Pacific Wealth Management (2021)
- CI / Columbia Pacific Advisors (2021)
- Polen Capital / DDJ Capital Management (2021)
- Cerity Partners / Bingham, Osborn & Scarborough (2021)
- Investcorp / Artemis (2021)
- Kudu / Douglass Winthrop (2021)
- iM Global / Asset Preservation Advisors (2021)
- Connectus Wealth Advisors / NorthCoast Asset Management (2021)
- Sprott, Inc. / Tocqueville Gold Strategy (2019)
- American Beacon Advisors / Tocqueville International Value Fund (2019)
- Management, Kudu / B|O|S (2018)
- Colliers International / Harrison Street Real Estate Capital (2018)
- Northill Capital / Hastings Funds Management (2017)
- Marble Point Credit Management / American Capital CLO Management (2017)
Education & Affiliations:
Duke University, BS in Mathematics and Economics
CFA charterholder and member of the CFA Institute