Experience

Toroso Investments

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager, Partner

  • Dec 2013 - Present

  Toroso is a SEC registered investment advisory and research firm. Toroso is a SEC registered investment advisory and research firm.



FourSight Capital Partners

• United States
• Venture Capital and Private Equity Principals

• Founding Partner

  • Jun 2020 - Present



Prisms of Reality

• United States
• E-Learning Providers
• 1 - 100 Employee

• Private Investor

  • Feb 2021 - Present



LeafLink

• United States
• Software Development
• 100 - 200 Employee

• Private Investor

  • Nov 2017 - Present



Hey Jane

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Private Investor

  • Mar 2021 - Present



Dame Products

• United States
• Manufacturing
• 1 - 100 Employee

• Private Investor

  • Aug 2016 - Present



Tilt

• United States
• Software Development
• 1 - 100 Employee

• Private Investor

  • Nov 2020 - Present



Brooklyn Winery

• United States
• Beverage Manufacturing
• 1 - 100 Employee

• Private Investor

  • Jul 2010 - Present

  Brooklyn Winery is a boutique urban winery and event space set in the heart of Williamsburg. Brooklyn Winery makes and distributes all of their own wine, which can be found in various Wine Shops, Restaurants, and Event Spaces around NYC including the Barclays Center. Brooklyn Winery also functions as a wine bar and restaurant and hosts various private events including full-service weddings with wine crafted on-site. Brooklyn Winery is a boutique urban winery and event space set in the heart of Williamsburg. Brooklyn Winery makes and distributes all of their own wine, which can be found in various Wine Shops, Restaurants, and Event Spaces around NYC including the Barclays Center. Brooklyn Winery also functions as a wine bar and restaurant and hosts various private events including full-service weddings with wine crafted on-site.



District Winery

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Private Investor

  • Sep 2017 - Present



Chicago Winery

• United States
• Food & Beverages
• 1 - 100 Employee

• Private Investor

  • Feb 2023 - Present



Beam, Formerly Edquity

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Private Investor

  • Feb 2018 - Present



GLAMSQUAD

• United States
• Consumer Services
• 100 - 200 Employee

• Private Investor

  • Nov 2013 - Present

  GLAMSQUAD is an on-demand beauty service that brings the blowout artist to you. Founded on the firm belief that women should spend less time en route to looking fabulous. Our professionals bring the beauty to you, in the comfort of your own home. Because New Yorkers understand the beauty of delivery. Learn more about us at www.glamsquad.com GLAMSQUAD is an on-demand beauty service that brings the blowout artist to you. Founded on the firm belief that women should spend less time en route to looking fabulous. Our professionals bring the beauty to you, in the comfort of your own home. Because New Yorkers understand the beauty of delivery. Learn more about us at www.glamsquad.com



Ladenburg Thalmann

• Financial Services
• 100 - 200 Employee

• Vice President / Portfolio Strategist

  • Aug 2007 - Dec 2013



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Global Wealth Managmeent Summer Analyst

  • May 2006 - Aug 2006



The Savoir Club - Executive Knowledge Sharing

• United States
• Advertising Services
• 100 - 200 Employee

• Fixed Income Summer Analyst

  • May 2005 - Aug 2005



AIM Securities

• Assistant Equities Specialist Clerk

  • Jun 2004 - Aug 2004



Smith Barney

• Consulting Summer Intern

  • Jun 2003 - Aug 2003