Experience

1908 Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Development

  • Jan 2020 - Present

  Our service gives fiduciary-minded advisors a highly differentiated value-add that will soon become an essential part of financial planning hygiene. Doing well by helping others do what’s right is exciting.



Eden Roc Advisors

• Managing Member

  • Dec 2018 - Present

  CT. Healthcare advisory and consulting....emphasis on capital formation and structure. With particular emphasis on HCIT and Diagnostics.



Boston Innovation Capital

• CEO

  • Apr 2014 - Dec 2018

  Boston, Massachusetts Raising capital for and advising managements of emerging life sciences companies. Facilitating the introduction to institutional investors and family offices around the world who have expressed an interest to invest in specific life sciences. Guiding CEO's through the arduous task of raising capital. www.bostoninnovationcapital.com



Parker Point Capital, LLC

• Financial Services
• 1 - 100 Employee

• Managing Partner

  • May 2010 - Oct 2013

  Southboro, MA Launched Broker Dealer that provided targeted fund raising campaigns for Hedge Funds and PE Funds. Helped evaluate and create marketing collateral and approach. Worked with over 40 funds raising in excess of $1b. Targeted Family Offices and Institutional Investors around the world.



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Director

  • Jan 2004 - Sep 2010

  Consultative service for Family Offices, Endowment and Foundations with Specialty being Hedge Fund portfolio's. Determined their "real" role in the portfolio, analyzed the underlying HF's "effectiveness" to the overall performance and made recommendations where necessary. This included tax optimization often incorporating structured notes and swaps. Spent inordinate amount of time working with FO's to refine their focus to align with mandate.