Vice President, Director of Investments

• Mar 2022 - Present

Private Equity Investment Associate

• Mar 2021 - Mar 2022

Private Equity Investment Analyst

• Jun 2018 - Mar 2021

Private Equity Investment Analyst

• Apr 2016 - Jun 2018

Willowridge Partners, Inc. is a leading independent investment manager dedicated to the purchase of interests in venture capital, buyout, mezzanine and other private equity funds from existing investors seeking liquidity. Since 1995, we have completed over 300 transactions and have acquired stakes in over 550 separate funds. Willowridge manages approximately $1.4 billion of committed capital focused solely on private equity secondaries. Our most recent fund, Amberbrook VII LLC, was… Show more Willowridge Partners, Inc. is a leading independent investment manager dedicated to the purchase of interests in venture capital, buyout, mezzanine and other private equity funds from existing investors seeking liquidity. Since 1995, we have completed over 300 transactions and have acquired stakes in over 550 separate funds. Willowridge manages approximately $1.4 billion of committed capital focused solely on private equity secondaries. Our most recent fund, Amberbrook VII LLC, was closed in 2016. Show less Willowridge Partners, Inc. is a leading independent investment manager dedicated to the purchase of interests in venture capital, buyout, mezzanine and other private equity funds from existing investors seeking liquidity. Since 1995, we have completed over 300 transactions and have acquired stakes in over 550 separate funds. Willowridge manages approximately $1.4 billion of committed capital focused solely on private equity secondaries. Our most recent fund, Amberbrook VII LLC, was… Show more Willowridge Partners, Inc. is a leading independent investment manager dedicated to the purchase of interests in venture capital, buyout, mezzanine and other private equity funds from existing investors seeking liquidity. Since 1995, we have completed over 300 transactions and have acquired stakes in over 550 separate funds. Willowridge manages approximately $1.4 billion of committed capital focused solely on private equity secondaries. Our most recent fund, Amberbrook VII LLC, was closed in 2016. Show less

Client Account Manager

• May 2014 - Apr 2016

Albourne is a privately-held, non-discretionary investment consulting firm focused on alternative assets across hedge funds, private equity, real estate, and real assets. We have more than 200 employees across nine global offices and provide services to 200+ clients, including endowment, foundation, not-for-profit, corporate, public pension, and family office investors. -Personally work with 20+ clients across HF, PE, RA, and RE asset classes -Responsible for day-to-day management… Show more Albourne is a privately-held, non-discretionary investment consulting firm focused on alternative assets across hedge funds, private equity, real estate, and real assets. We have more than 200 employees across nine global offices and provide services to 200+ clients, including endowment, foundation, not-for-profit, corporate, public pension, and family office investors. -Personally work with 20+ clients across HF, PE, RA, and RE asset classes -Responsible for day-to-day management of general requests, investment and operational due diligence research requests, portfolio construction projects, and portfolio monitoring -Work with portfolio analysts to develop investment recommendations and portfolio implementation plans -Conduct and help prepare client team for in-person client meetings involving portfolio updates, or company updates and initiatives Show less Albourne is a privately-held, non-discretionary investment consulting firm focused on alternative assets across hedge funds, private equity, real estate, and real assets. We have more than 200 employees across nine global offices and provide services to 200+ clients, including endowment, foundation, not-for-profit, corporate, public pension, and family office investors. -Personally work with 20+ clients across HF, PE, RA, and RE asset classes -Responsible for day-to-day management… Show more Albourne is a privately-held, non-discretionary investment consulting firm focused on alternative assets across hedge funds, private equity, real estate, and real assets. We have more than 200 employees across nine global offices and provide services to 200+ clients, including endowment, foundation, not-for-profit, corporate, public pension, and family office investors. -Personally work with 20+ clients across HF, PE, RA, and RE asset classes -Responsible for day-to-day management of general requests, investment and operational due diligence research requests, portfolio construction projects, and portfolio monitoring -Work with portfolio analysts to develop investment recommendations and portfolio implementation plans -Conduct and help prepare client team for in-person client meetings involving portfolio updates, or company updates and initiatives Show less

Intern

• Jun 2012 - Aug 2012

Roumell Asset Management is a fund looking to opportunistically invest in funds in various equity-cap sizes, with a specialty in micro-cap stocks. The fund finds value by "by pursuing securities that are out of favor, overlooked, or misunderstood, where an analytical, informational or behavioral edge is more likely, as compared to popular securities, which are well understood by most investors." Responsibilities as Intern: -Completed a macro analysis of every position the fund had… Show more Roumell Asset Management is a fund looking to opportunistically invest in funds in various equity-cap sizes, with a specialty in micro-cap stocks. The fund finds value by "by pursuing securities that are out of favor, overlooked, or misunderstood, where an analytical, informational or behavioral edge is more likely, as compared to popular securities, which are well understood by most investors." Responsibilities as Intern: -Completed a macro analysis of every position the fund had taken from inception to present date in order to gauge where the fund was missing out on opportunities to add additional growth through improved market timing and sizing optimization. -Performed due diligence research on potential portfolio equity additions through market research and in-depth financial statement analysis. -Attended meetings with clients to assist in determing investment goals and appropriate time horizons. Show less Roumell Asset Management is a fund looking to opportunistically invest in funds in various equity-cap sizes, with a specialty in micro-cap stocks. The fund finds value by "by pursuing securities that are out of favor, overlooked, or misunderstood, where an analytical, informational or behavioral edge is more likely, as compared to popular securities, which are well understood by most investors." Responsibilities as Intern: -Completed a macro analysis of every position the fund had… Show more Roumell Asset Management is a fund looking to opportunistically invest in funds in various equity-cap sizes, with a specialty in micro-cap stocks. The fund finds value by "by pursuing securities that are out of favor, overlooked, or misunderstood, where an analytical, informational or behavioral edge is more likely, as compared to popular securities, which are well understood by most investors." Responsibilities as Intern: -Completed a macro analysis of every position the fund had taken from inception to present date in order to gauge where the fund was missing out on opportunities to add additional growth through improved market timing and sizing optimization. -Performed due diligence research on potential portfolio equity additions through market research and in-depth financial statement analysis. -Attended meetings with clients to assist in determing investment goals and appropriate time horizons. Show less