Experience

Schroders Capital

• Financial Services
• 1 - 100 Employee

• Client Director - Private Equity, Schroders Capital

  • Jun 2021 - Present

  New York, New York, United States

• Alternatives Director, Head of North America - Schroder Adveq

  • May 2011 - Present

  Greater New York City Area Schroder Adveq was founded in 1997 and is a leading asset manager investing globally in private equity. Pension funds, insurance companies, endowments, family offices and other financial institutions located in North America, Europe and the Asia-Pacific region entrust us with their funds because of our solution-focused approach to private equity.

• Executive Director, Adveq Management

  • May 2011 - Present

  New York, New York, United States



Oppenheimer & Co. Inc.

• Financial Services
• 700 & Above Employee

• Vice President, Head of Business Development

  • Oct 2007 - Apr 2011

  Investment Professional within Oppenheimer's Global Private Equity Practice, which includes Fund of Funds Management, Direct Invest Funds and Global Resource Funds



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Senior Associate, Private Equity

  • Feb 2005 - Oct 2007

  Acted as an investment professional in the Customized Fund Investment Group. Diligenced and monitored direct co-investments and fund investments as well as marketed to and performed client service functions with CFIG's large and well established institutional client base.



Soros Fund Management

• Associate

  • Aug 2001 - Feb 2005

  Provided middle office services (operations, cash management, monitoring of direct investment positions) as well as client service/investor relations functions to friends and family of the Quantum Industrial Partners, Soros Private Equity Partners, and SFM Domestic funds.



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate

  • Aug 1999 - Aug 2001

  Within PWC's Investment Management Services group, conducted the review and audits of mutual funds and alternative investment vehicles including hedge funds and private equity funds.