Principal/Founder

• 2002 - Present

Multi-Family office founded to serve the needs of high net worth individuals. Growth has largely been caused by assisting entrepeneurs with everything from operations to negotiating and/or advising on the sale of many businesses. We do all our own valuation and research which gives us conviction to have a different view of the market. Multi-Family office founded to serve the needs of high net worth individuals. Growth has largely been caused by assisting entrepeneurs with everything from operations to negotiating and/or advising on the sale of many businesses. We do all our own valuation and research which gives us conviction to have a different view of the market.

Vice President- PETRA

• Jun 2006 - Jun 2007

Successfully planned and executed transition plan following the sell of software company to IHS. Successfully planned and executed transition plan following the sell of software company to IHS.

VP-Operations/CFO

• 2001 - 2006

Software company that built products to be used by geologists and geophysicists for oil & gas exploration. Primary product, PETRA, grew to leading PC based tool and lead to the sale of company to IHS in 2006. I was tasked with setting strategy, growing and eventually selling this growth company. I agreed to stay on with IHS until 2007 to transition team to the larger company. Software company that built products to be used by geologists and geophysicists for oil & gas exploration. Primary product, PETRA, grew to leading PC based tool and lead to the sale of company to IHS in 2006. I was tasked with setting strategy, growing and eventually selling this growth company. I agreed to stay on with IHS until 2007 to transition team to the larger company.

Portfolio Manager

• 1995 - 2001