Experience

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  GRA Venture Fund

  • 270 Peachtree Street, Suite 2200, Atlanta, GA 30303

  • Managing Director

    • Jan 2021 - Present
    • 270 Peachtree Street, Suite 2200, Atlanta, GA 30303

• 

  Georgia Research Alliance

  • United States
  • Research
  • 1 - 100 Employee

  • Vice President

    • Apr 2016 - Present

    Guide GRA Ventures companies in achieving business and technical milestones, and implementing sustainable business plans. Manage the GRA Ventures Loan Program and serve as GRA's board observer to select portfolio companies. Conduct due diligence and provide financial management services to companies receiving investment from the GRA Venture Fund.

  • Consultant

    • Jul 2009 - Mar 2016

    Working with the GRA Venture Fund to build technology based companies from the inventions and discoveries at Georgia's research universities.• Source investment opportunities and conduct diligence• Structure, negotiate and draft terms of investments• Represent Fund on certain portfolio Boards • Responsible for all accounting, audit and tax activity for two funds with ~$45 million of total capital• Manage cash, capital calls and realization of investments, including stock sales and distributions• Responsible for all reporting and contact with limited partners

• 

  Alliance Technology Ventures

  • Greater Atlanta Area

  • Administrative Partner

    • Dec 1993 - Sep 2015
    • Greater Atlanta Area

    • Responsible for all accounting, audit and tax activity for nine funds with ~$260 million of total capital• Manage cash, capital calls and realization of investments, including stock sales and distributions• Responsible for all reporting and contact with limited partners• Oversight of management company activities

• 

  Reddy US (Company was acquired)

  • Greater Atlanta Area

  • Consultant in charge of Finance and Administration

    • 2000 - 2009
    • Greater Atlanta Area

    • Responsible for all administrative, accounting, audit, tax and cash management activity • Negotiated lease terms for 8,000 sf laboratory and office facility• Generated financial reports to the Board of Directors and investors• Managed Human Resources for about 10 employees including payroll, 401(k) and insurance plans• Installed and administered Stock Option Plan

• 

  Helios Health (an Alliance Technology Ventures portfolio company)

  • Greater Atlanta Area

  • Vice President of Finance and Administration

    • 1999 - 2000
    • Greater Atlanta Area

    • Responsible for all administrative, accounting, audit, tax and cash management activity• Raised $4 million of venture financing• Generated financial reports to the Board of Directors and investors• Completed audit from company’s inception (1996)• Installed and administered Stock Option Plan

• 

  AtheroGenics (an Alliance Technology Ventures portfolio company that went public)

  • Greater Atlanta Area

  • Director of Finance and Administration

    • 1994 - 1999
    • Greater Atlanta Area

    • Responsible for all administrative, accounting, audit, tax and cash management activity• Assisted in raising $30 million of debt and equity since inception• Negotiated terms and oversaw construction of $8.7 million, 50,000 sf laboratory and office facility• Generated financial reports to the Board of Directors and investors• Managed Human Resources for over 30 employees including payroll, 401(k) and insurance plans• Installed and administered Stock Option Plan• Negotiated and reviewed contracts, both in-licensing and with vendors

• 

  Inhibitex (an Alliance Technology Ventures portfolio company that went public and was then acquired)

  • Greater Atlanta Area

  • Chief Financial Officer

    • 1997 - 1998
    • Greater Atlanta Area

    • Responsible for all administrative, accounting, audit, tax and cash management activity • Completed audit from company’s inception (1994)• Generated financial reports to the Board of Directors and investors

• 

  Aspen Venture Partners

  • Greater Boston Area

  • Chief Financial Officer

    • 1991 - 1996
    • Greater Boston Area

    • Responsible for all accounting, audit and tax activity for fund with ~$145 million of total capital• Generated all financial reports, including portfolio valuations• Managed cash and realization of investments, including stock sales and distributions• Oversaw management company

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  3i Ventures, a wholly owned US subsidiary of 3i Group plc

  • Greater Boston Area

  • Associate

    • 1988 - 1991
    • Greater Boston Area

    • Sourced investment opportunities and conducted diligence• Created financial models and analyses• Generated financial reports for management• Assigned valuations to portfolio investments

• 

  Goldman Sachs

  • Greater Boston Area

  • Associate

    • 1985 - 1987
    • Greater Boston Area

    Responsible for development of new business consisting of investment management for wealthy individuals, institutional money managers and corporate cash accounts throughout New England.

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  United States Trust Company of New York

  • Greater New York City Area

  • Loan Officer

    • 1980 - 1983
    • Greater New York City Area

    • Responsible for development of new business and cross selling of trust and investment services• Managed $10 million loan portfolio