Experience

Balanced Bridge Funding

• United States
• Financial Services
• 1 - 100 Employee

• CEO

  • May 2018 - Present

  Greater Philadelphia Area



Thrivest Funding, LLC

• United States
• Banking

• Partner and President

  • Oct 2015 - May 2018

  Philadelphia, PA



Legal Funding Firm

• President

  • Jul 2011 - Oct 2015

  Greater New York City Area Served as President of a leading post-settlement legal finance firm that focused on accelerating legal fees to attorneys with settled cases. Was responsible for generating new business opportunities while overseeing the deal origination and underwriting departments.



Paradigm Consulting Services, LLC

• Telecommunications

• Senior Vice President

  • Jan 2009 - 2011

  Greater New York City • Working in conjunction with CEO to prospect and secure business development opportunities • Manage and train due diligence analyst • Source funds for a Recovery Fund of Funds to provide liquidity at a discount • Source new managers and perform due diligence for client portfolios • Attend industry conferences to uncover new and interesting hedge fund opportunities and provide summaries and recommendations for company distribution • Communicate with prime brokers and industry… Show more • Working in conjunction with CEO to prospect and secure business development opportunities • Manage and train due diligence analyst • Source funds for a Recovery Fund of Funds to provide liquidity at a discount • Source new managers and perform due diligence for client portfolios • Attend industry conferences to uncover new and interesting hedge fund opportunities and provide summaries and recommendations for company distribution • Communicate with prime brokers and industry contacts to be aware of all new launches • Present due diligence reports to clients on weekly conference calls Show less



1406 Linden St. LLC

• President, Partner

  • Jan 2003 - 2009

  • Maintain high standard of business practices of real-estate venture company • Owned and operated renting facilities for three single family residences in Scranton, PA • Responsible for screening multiple tenants and creating customized leases for individual tenants • Supervise financials including rent collection, bookkeeping and expenses



Unigestion (US), Ltd

• United States
• Investment Banking

• Vice President, Manager Research

  • Oct 2007 - Dec 2008

  • Provided hedge fund manager investment recommendations based on in-depth qualitative and quantitative analysis for a $3.5 billion hedge fund of funds • Responsible for screening entire universe of managers located in the US, Canada and South America across a wide range of strategies • Sourced new managers and performed due diligence for inclusion in firm portfolios • Analyzed investment process, performance attribution, risk management, back office processes, terms and business… Show more • Provided hedge fund manager investment recommendations based on in-depth qualitative and quantitative analysis for a $3.5 billion hedge fund of funds • Responsible for screening entire universe of managers located in the US, Canada and South America across a wide range of strategies • Sourced new managers and performed due diligence for inclusion in firm portfolios • Analyzed investment process, performance attribution, risk management, back office processes, terms and business models of fund managers across numerous investment strategies • Wrote detailed reports on manager due diligence visits for presentation to investment committee • Maintained up-to-date manager peer groups for each strategy • Attended industry conferences to uncover new and interesting hedge fund opportunities and provided summaries and recommendations for company distribution Show less



Paradigm Consulting Services

• United States
• Medical Equipment Manufacturing

• Hedge Fund Analyst

  • Sep 2001 - Oct 2007

  • Sourced and performed full due diligence on multiple hedge fund managers, across a wide range of strategies, for investment in client portfolios • Responsible for researching strategy, performance and qualifications of various hedge fund managers and ultimately participating in the selection of managers for client allocations • Maintained monthly contact with hedge fund managers and investor relations representatives • Communicating with clients both verbally and through formal… Show more • Sourced and performed full due diligence on multiple hedge fund managers, across a wide range of strategies, for investment in client portfolios • Responsible for researching strategy, performance and qualifications of various hedge fund managers and ultimately participating in the selection of managers for client allocations • Maintained monthly contact with hedge fund managers and investor relations representatives • Communicating with clients both verbally and through formal written reports regarding detailed fund performance and current issues • Developed and maintained quarterly quantitative evaluations on over 70 hedge fund investments • Performed due diligence on new hedge funds through conference calls, on-site visits, background checks and quantitative analysis • Assisted in the publishing of a monthly newsletter on the various strategies Show less