Experience

Sustany Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Managing Partner

  • Aug 2023 - Present

  Newport Beach, California, United States Sustany is a thesis-driven investment firm that applies a fundamentally science-driven approach to investments in infrastructure technology with non-optional adoption characteristics. Having invested in emerging technologies since 1999, the managing partners started researching investment opportunities in sustainable innovative technologies in 2014. After nine years of thesis development and successful principal investments, Sustany Capital launched its first fund in 2018 (Q4/2022 TVPI… Show more Sustany is a thesis-driven investment firm that applies a fundamentally science-driven approach to investments in infrastructure technology with non-optional adoption characteristics. Having invested in emerging technologies since 1999, the managing partners started researching investment opportunities in sustainable innovative technologies in 2014. After nine years of thesis development and successful principal investments, Sustany Capital launched its first fund in 2018 (Q4/2022 TVPI 10x). To expand its successful investment strategy, Sustany's second and third funds are open to a limited number of strategic capital partners. Show less



White Lion Capital LLC

• Chief Investment Officer

  • Jan 2019 - Present

  Newport Beach, California, United States



Deal Box

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Jan 2021 - Aug 2022

  Carlsbad, California Deal Box is an industry leader in capital markets strategy. A specialty consulting firm with a strong blockchain focus, Deal Box utilizes both traditional and digital securities to enhance capital formation and liquidity for early ventures and growth-stage companies. Through an industry leading Investment Packaging diligence process, Deal Box digitizes highly-vetted securities in private companies to redefine the ownership experience for retail and professional investors. Founded… Show more Deal Box is an industry leader in capital markets strategy. A specialty consulting firm with a strong blockchain focus, Deal Box utilizes both traditional and digital securities to enhance capital formation and liquidity for early ventures and growth-stage companies. Through an industry leading Investment Packaging diligence process, Deal Box digitizes highly-vetted securities in private companies to redefine the ownership experience for retail and professional investors. Founded in 2016, Deal Box was created to democratize the capital markets. Through an institutional level approach to capital formation and best-in-class technology, Deal Box has packaged hundreds of early-to-mid stage companies, generating millions in both direct and syndicated investments over the last four years. Beginning in late 2020, Deal Box launched its newest business division, "Digital Asset Solutions" focused on equipping private companies with pre-exit liquidity solutions via direct listings on blockchain based Alternative Trading Systems (ATS). The launch of this division is commensurate with Deal Box's long term goal of revolutionizing capital markets utilizing blockchain technologies and has tremendous implications for the growth of Deal Box.

• President & Chief Investment Officer

  • Jun 2018 - Jan 2021



Sterling Global Strategies

• Director of Operations

  • Jul 2015 - Jun 2018

  Carlsbad, CA At its core, Sterling Global Strategies is a research focused firm. We service both institutional and retail clients with a variety of investment strategies and proprietary products. Our collective team brings over 100 years of industry experience through a small group of advisors and portfolio management experts. Since it's inception in 2008, Sterling has maintained a relentless commitment to transparency, value creation and strategy expansion. Using our proprietary algorithms, Sterling sets… Show more At its core, Sterling Global Strategies is a research focused firm. We service both institutional and retail clients with a variety of investment strategies and proprietary products. Our collective team brings over 100 years of industry experience through a small group of advisors and portfolio management experts. Since it's inception in 2008, Sterling has maintained a relentless commitment to transparency, value creation and strategy expansion. Using our proprietary algorithms, Sterling sets out to achieve our mission of Creating Wealth by Preserving Capital, a simple yet powerful statement that each partner of the Sterling team believes is the sole secret to investing success over multiple market cycles and types. We offer a diverse set of expertise from retail portfolio management, to institutional allocation construction all the way to frontier industry investing covering nearly all facets of the asset management spectrum. Show less



National Securities Corporation

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor

  • Dec 2013 - Jun 2015

  Irvine, CA



NBK Investments

• Derivatives Trader- Metals & Energy

  • Sep 2012 - Dec 2013