President

• Aug 2016 - Present

Agecroft Partners is a global, award-winning hedge fund consulting and marketing firm that has won more than 40 awards as the Hedge Fund Marketing firm of the year. Agecroft strives to be a thought leader in the hedge fund industry and frequently writes white papers about trends we see by leveraging the knowledge we gain through the thousands of investors we are in contact with on a regular basis. These investors include pension funds, endowment funds, foundations, insurance companies, private banks, fund of funds, family offices, investments consultants and sovereign funds located globally. Additionally, Agecroft has emerged as one the most sought after firms by industry conferences and the media for the company’s views on the hedge fund marketplace and institutional investors. Members of the Agecroft Partners team have spoken at over 100 alternative investment conferences, have appeared in hundreds of industry articles and are regular guests on business television including Bloomberg, CNBC and Fox Business News. Show less

President

• Jul 2011 - Apr 2016

Lead the asset management efforts of the business for the company. Lead all non-investment functions of the firm including sales, marketing, operations, and finance. Execute the company’s business strategy, including raising assets and building out the infrastructure in distribution, client service and operations for this SEC-registered asset management firm that specializes in fixed income, credit and alternative investment strategies. Took the firm from just over $300M in assets to a peak of over $1B. Grew to over 30 people and launched a new hedge fund product in 2014 that was a top 10 launch (HFR). The firm is owned and controlled by Performance Trust Capital Partners, LLC. Show less

Managing Director

• Jan 2008 - Jun 2011

Managed Agecroft’s distribution efforts in the Northwest US, Midwest US and Europe; sourced and signed managers in London and Asia, which produced a lasting footprint for the firm’s future. Managed Agecroft’s distribution efforts in the Northwest US, Midwest US and Europe; sourced and signed managers in London and Asia, which produced a lasting footprint for the firm’s future.

Senior Managing Director and member of Management Team

• Mar 2002 - Oct 2007

Promoted from Managing Director ('02-'04) Directed and led the sales & marketing team for one of the largest hedge funds in the world. Responsible for all non-investment related functions global hedge fund including managing sales and marketing team. Developed strong relationships with sophisticated investors from US, Canada, Europe, and Asia. Supervised and motivated 15 direct and 50 indirect reports. Promoted from Managing Director ('02-'04) Directed and led the sales & marketing team for one of the largest hedge funds in the world. Responsible for all non-investment related functions global hedge fund including managing sales and marketing team. Developed strong relationships with sophisticated investors from US, Canada, Europe, and Asia. Supervised and motivated 15 direct and 50 indirect reports.

Managing Director/Portfolio Manager

• 1994 - Feb 2002

For almost 9 years I worked as a portfolio manager on the floor of the Chicago Board of Trade, Chicago Mercantile Exchange and Chicago Board Options Exchange. I also recruited, trained and managed new portfolio managers for 3 different firms. I traded in multiple products including interest rates, stock indices and agriculture. For almost 9 years I worked as a portfolio manager on the floor of the Chicago Board of Trade, Chicago Mercantile Exchange and Chicago Board Options Exchange. I also recruited, trained and managed new portfolio managers for 3 different firms. I traded in multiple products including interest rates, stock indices and agriculture.

Professional Football Player

• Apr 1987 - Dec 1988