Experience

Ballast Rock Private Wealth

• Financial Services
• 1 - 100 Employee

• Senior Advisor

  • Jan 2023 - Present

  The needs of high-net-worth individuals go beyond what most wealth managers provide with traditional liquid market portfolio management strategies. Ballast Rock Private Wealth was born with the understanding that knowledge of private-market opportunities adds a layer of diversification and volatility reduction to investors’ portfolios. As a client of Ballast Rock Private Wealth, our wealth managers keep in mind what’s important to you: family, financial security, growth, and future goals. With a focus on individuals and families, business owners, entrepreneurs, and family offices seeking objective, unbiased guidance, with a particular focus on alternative investments. Ballast Rock Private Wealth operates as part of Ballast Rock Group, which has deep experience in private equity, real estate, and venture capital investing. For more information, please visit us at ballastrockpw.com. Show less


Icahn School of Medicine at Mount Sinai
• United States
• Hospitals and Health Care
• 700 & Above Employee
• Jaffe Food Allergy Institute Advisory Board Member

  • 2017 - 2021

Artivest
• Manufacturing
• 1 - 100 Employee
• Co Head of Business Development

  • Feb 2013 - Feb 2020

BBR Partners
• United States
• Investment Management
• 100 - 200 Employee
• Vice President, Client Service

  • Jul 2010 - Jul 2012

Goldman Sachs
• United States
• Financial Services
• 700 & Above Employee
• Institutional Equity Derivative Sales

  • Jul 2003 - Jun 2008