Experience

Known

• United States
• International Trade and Development
• 1 - 100 Employee

• CEO and Co-Founder

  • Aug 2022 - 1 year 5 months

  Chicago, Illinois, United States Known is a financial services platform providing an ecosystem of resources and expertise to bring scale and ownership to the economy powered by communities of color. Known will accelerate the growth of asset allocators, fund managers, and entrepreneurs from Black, Indigenous, Latinx, and other prioritized communities, focused on racial, social, and economic impact.

• Founding Advisor

  • Nov 2021 - Jul 2022

  Greater Chicago Area



Arc Chicago, LLC

• Board Member

  • Sep 2018 - 5 years 4 months

  Chicago Arc Chicago, LLC, the appointed board of Benefit Chicago. Benefit Chicago is a collaboration between The Chicago Community Trust, the John D, and Catherine T. MacArthur Foundation, and Calvert Foundation.



JULIAN GRACE FOUNDATION

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Board Member

  • Feb 2016 - 7 years 11 months

  Highland Park, Illinois, United States



Los Angeles Cleantech Incubator (LACI)

• United States
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Chairman Of The Board

  • Mar 2020 - 3 years 10 months

  Los Angeles, California, United States



4S Bay Partners LLC

• United States
• Financial Services
• 1 - 100 Employee

• Chief Investment Officer

  • Sep 2017 - Sep 2022

  Highland Park, Illinois, United States



NexTier Companies, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Senior Advisor

  • Sep 2017 - May 2019

  Chicago, Illinois

• Senior Managing Director

  • Sep 2012 - Sep 2017

  Chicago, Illinois NexTier Companies is a consulting and investment advisory firm focused on helping investment organizations compete more effectively by providing strategic and tactical support services designed to reduce business risk and support growth. The Company was founded in 2012 and is headquartered in Chicago with an office in New York and consultants located in Atlanta, Boston Denver, Philadelphia, Los Angeles and Washington, D.C.



Valparaiso University

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Professor

  • Jun 2012 - Aug 2017

  Teaching in the MBA and Graduate Programs in Valparaiso, IN and in Chicago, IL at the HydePark Campus.



Campbell Newman Asset Management, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Advisor

  • Apr 2016 - Apr 2017

  Greater Milwaukee Area Campbell Newman Asset Management is a Milwaukee-based independent investment advisor that provides separate account equity portfolio management services to institutions and private clients. Founded in 1977, the firm is 100% employee owned. Campbell Newman specializes in Large Cap Dividend Growth and Small Cap Growth style investing. Campbell Newman was a client of NexTier Companies, LLC.



NexGen Capital Partners, LLC

• Financial Services

• Senior Consulting Principal

  • Apr 2011 - Sep 2012

  Chicago, Illinois NexGen Capital Partners, LLC served as a holding company for several wholly-owned operating subsidiaries that generally provided investment advice and advisory services to institutional investors, primarily financial institutions and alternative investment funds. The wholly-owned subsiaries included: (i) NexGen Capital Advisors, LLC, a broker/dealer, was acquired in 2009 and served as a placement agent for sponsors of alternative investment funds, (ii) NexGen Capital Consultants, LLC, a niche… Show more NexGen Capital Partners, LLC served as a holding company for several wholly-owned operating subsidiaries that generally provided investment advice and advisory services to institutional investors, primarily financial institutions and alternative investment funds. The wholly-owned subsiaries included: (i) NexGen Capital Advisors, LLC, a broker/dealer, was acquired in 2009 and served as a placement agent for sponsors of alternative investment funds, (ii) NexGen Capital Consultants, LLC, a niche consulting firm, was formed in 2008and provided advisory services to institutional investors and other corporate entities, (iii) NexGen Capital Investors, LLC, a registered investment adviser, was formed in 2009 and served as the fund manager for several proprietary, alternative investment funds and (v) Sequoia Capital Partners, LLC was formed in 2008 and served as the shared services platform supporting each of its affiliates. Show less



Dearborn Park Group

• Managing Partner and Founder

  • 2006 - 2011

  Chicago, Illinois Capitalizing on more than 20 years in the investment management industry to provide strategic consulting for investment and financial services firms. Representative clients include: The Northern Trust Company; Dorchester Capital; Urban Medical Centers Fund; Chicago Capital Management; and Political Technologies, Inc.



Ennis Knupp & Associates

• Financial Services
• 1 - 100 Employee

• Principal

  • 2004 - 2006

  Chicago, Illinois EnnisKnupp was an independent premier global investment consulting firm with best-in-class capabilities in every area of interest to institutional investors. They were unmatched in their ability to provide independent advice, tailored solutions regardless of size or market segment.



Trias Capital Management

• United States
• Civil Engineering

• CEO and Founder

  • 1996 - 2004

  Chicago, Illinois An Investment Management firm that managed over $2 billion in fixed income assets. Recognized as one of B.E. 100s “America’s Most Successful African American-Owned Companies” by Black Enterprise Magazine 2000 – 2002. Named the fastest growing investment firm in the $250 million to $1 billion category by Pension and Investments 1998.



Wedgewood Capital Management, Inc,

• Chief Operating Officer and Portfolio Manager

  • 1995 - 1996

  Washington, D.C. Wedgewood Capital Management, Inc. was a fixed income investment firm serving the institutional investment management industry. Served as COO and oversaw the day to day operation of this $1.5 Billion fixed income manager.



MacArthur Foundation

• United States
• Philanthropic Fundraising Services
• 100 - 200 Employee

• Director

  • 1991 - 1995

  Chicago, Illinois Primary duties were the management of the Foundation’s $1.5 billion fixed income component and managing all aspects of the performance review of external managers; real estate and private equity. I was also responsible for external manager searches across all asset classes and for the establishment of the in-house management and trading for the Foundation.



First National Bank of Chicago

• United States
• Investment Management

• Portfolio Manager

  • 1986 - 1991

  Chicago, Illinois Primary duties were the management of three money market funds, First Prairie Money Market Fund ($1B), First Prairie Tax- Exempt Money Market Fund ($400M), Personal Investments Tax-Exempt Cash Fund ($500M). I was also responsible for the credit analysis of all taxable fixed income holdings for the Personal Investments Department ($2.2B) and I managed ($250M) in intermediate duration taxable portfolios.