Experience

Forester Capital, L.L.C.

• United States
• Investment Management
• 1 - 100 Employee

• Vice President

  • Nov 2021 - Dec 2022

  Founded in 1999, Forester Capital helps endowments, foundations, family offices, and pensions access differentiated investment opportunities in the public and private markets. Forester operates a core hedge fund investment and seeding business and offers co-investment SPVs focused on the private markets. https://www.forestercapital.com/ Founded in 1999, Forester Capital helps endowments, foundations, family offices, and pensions access differentiated investment opportunities in the public and private markets. Forester operates a core hedge fund investment and seeding business and offers co-investment SPVs focused on the private markets. https://www.forestercapital.com/



C.M. Capital Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Apr 2019 - Nov 2021

  C.M. Capital Advisors is a 50+ year old, $3B AUM single family office based in downtown Palo Alto with deep ties to the Bay Area and Hong Kong. CMCA focuses primarily on alternative assets, with direct investments and primary fund commitments across venture capital, private equity, real estate, hedge funds, and public equity. My team focused on late-stage startups in fintech, software, healthcare, and esports/gaming, and we made investments in Guardant Health (NASDAQ: GH), Stripe, Unity… Show more C.M. Capital Advisors is a 50+ year old, $3B AUM single family office based in downtown Palo Alto with deep ties to the Bay Area and Hong Kong. CMCA focuses primarily on alternative assets, with direct investments and primary fund commitments across venture capital, private equity, real estate, hedge funds, and public equity. My team focused on late-stage startups in fintech, software, healthcare, and esports/gaming, and we made investments in Guardant Health (NASDAQ: GH), Stripe, Unity (NYSE: U), Roblox (NYSE: RBLX), Hippo (NYSE: HIPO), Carta, Coinbase (NASDAQ: COIN), Vesta, Rubrik, Branch, Uniphore, and IEX, among others. My role also included investment manager selection within our venture capital and private equity portfolio, as well as asset allocation, liquidity forecasting, and broader portfolio management. I led our emerging manager program and made fund commitments to six new managers, such as Meritech Capital, Boldstart Ventures, Infinity Ventures, and Fall Line Capital, complementing our established relationships with partnerships like Sequoia Capital, IVP, and Hellman & Friedman. https://www.cmcapitaladvisors.com/

• Analyst

  • Oct 2016 - Mar 2019



BB&T Capital Markets

• Capital Markets
• 100 - 200 Employee

• Equity Research Associate

  • Jul 2015 - Sep 2016



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst

  • Jun 2014 - Aug 2014



U.S. House of Representatives

• United States
• Legislative Offices
• 700 & Above Employee

• Intern

  • Sep 2012 - Dec 2012