Experience

IWP Family Office

• Financial Services
• 1 - 100 Employee

• Director of Investments

  • Mar 2021 - Present

  COMPREHENSIVE, INTEGRATED AND OBJECTIVE FAMILY OFFICE, INVESTMENT AND ASSET MANAGEMENT SERVICES FOR AFFLUENT FAMILIES AND INDIVIDUALS. Founded by a wealthy family around a core philosophy forged by their own needs and experiences as wealth advisory clients—institutional level services, 24/7 personal attention, and full transparency. We earn and maintain the highest levels of our clients’ trust as we organize, administer, protect, and grow their wealth. COMPREHENSIVE, INTEGRATED AND OBJECTIVE FAMILY OFFICE, INVESTMENT AND ASSET MANAGEMENT SERVICES FOR AFFLUENT FAMILIES AND INDIVIDUALS. Founded by a wealthy family around a core philosophy forged by their own needs and experiences as wealth advisory clients—institutional level services, 24/7 personal attention, and full transparency. We earn and maintain the highest levels of our clients’ trust as we organize, administer, protect, and grow their wealth.



Willow Creek Capital

• United States
• Real Estate

• Managing Partner

  • Mar 2007 - Present

  Willow Creek is a structured credit investment company with comprehensive asset management and servicing capabilities. Willow Creek principals have successfully managed and originated a diverse portfolio of first lien residential mortgage loans, vacation ownership interest mortgages and hypothecation facilities as well as direct structured loans to companies in a variety of industries. Willow Creek is a structured credit investment company with comprehensive asset management and servicing capabilities. Willow Creek principals have successfully managed and originated a diverse portfolio of first lien residential mortgage loans, vacation ownership interest mortgages and hypothecation facilities as well as direct structured loans to companies in a variety of industries.



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Director

  • Mar 2004 - Mar 2007

  Asian Equity Capital Markets Asian Equity Capital Markets



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Director

  • Mar 2000 - Mar 2004

  Asian Equity Capital Markets Asian Equity Capital Markets



W.I. Carr

• Director

  • Jan 1994 - Mar 2000

  Asian Equity Capital Markets Asian Equity Capital Markets