Experience

The CFO Leadership Council
• United States
• Strategic Management Services
• 1 - 100 Employee
• CFO Leadership Council Member

  • Mar 2023 - Present


CNBC CFO Council

• Financial Services
• 1 - 100 Employee

• CFO Council Member

  • Jun 2022 - Present

  Member of the CNBC CFO Council. Designed for the CFO of today, this invitation-only council provides year-round interactive events with leading experts. Confidential introductions to tech and talent experts to address the complex and urgent financial decisions made every day. Member of the CNBC CFO Council. Designed for the CFO of today, this invitation-only council provides year-round interactive events with leading experts. Confidential introductions to tech and talent experts to address the complex and urgent financial decisions made every day.



Richard Bernstein Advisors

• United States
• Investment Management
• 1 - 100 Employee

• CFO

  • Jan 2010 - Present

  Oversee all aspects of finance and business planning, treasury operations and banking relationships, tax accounting and audit, human resources and professional development for $14 billion AUM investment firm. Oversee all aspects of finance and business planning, treasury operations and banking relationships, tax accounting and audit, human resources and professional development for $14 billion AUM investment firm.



JDS Capital Management Inc

• United States
• Financial Services

• CFO

  • Jan 1997 - Jan 2010

  JDS Capital is a long/short equity and derivative strategy hedge fund founded in 1996. Focusing on capital preservation and maximizing return implementing event-driven strategy. JDS Capital is a long/short equity and derivative strategy hedge fund founded in 1996. Focusing on capital preservation and maximizing return implementing event-driven strategy.


Cowen and Company
• United States
• Investment Banking
• 1 - 100 Employee
• Asst. Portfolio Manager, Trader

  • 1995 - 1997