Bio
Credentials
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Series 7, 63, 24 licenses held through December 2017
FINRA (Financial Industry Regulatory Authority)
Experience
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The Vistria Group
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Greater Chicago Area
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Partner, Investor Relations
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Apr 2022 - Present
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Greater Chicago Area
The Vistria Group focuses on investing in privately held middle market companies based in the United States and operating in the education, financial services and healthcare industries.
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State Street Global Advisors (via 2016 acquisition of GE Asset Management)
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Greater Chicago Area
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Managing Director, Private Equity & Business Development
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Jul 2016 - Apr 2022
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Greater Chicago Area
Private equity Portfolio Manager and Business Development Leader for global institutional asset manager with $4 Trillion in AUM. Also led a 25 person global team mandated by CEO to counter Racism & Inequality by expanding opportunities for diverse talent in financial services.
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GE Asset Management (GEAM)
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Stamford, CT
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SVP - Strategic Business Development
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Jan 2012 - Jul 2016
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Stamford, CT
Senior level role responsible for Private Equity Portfolio Management and GEAM's Emerging Manager Program. Also supported the Office of the CEO for diversity initiatives and talent development.
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Bank of America, Lehman Brothers & Regional Investment Banks
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Chicago, New York and Charlotte, NC
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Principal through Managing Director
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1995 - 2011
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Chicago, New York and Charlotte, NC
Corporate Finance Banker covering Fortune 500 entities for securities advisory, underwriting, distribution & product management services. Origination volume totaled over $600 billion comprised of investment grade bonds and equity offerings.
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Education
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University of Michigan - Stephen M. Ross School of Business
MBA, Finance & Marketing -
Washington University in St. Louis
Bachelor of Science - BS, Computer Science
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Industry Focus. “Investment Banking”
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