Experience

Tectonic Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director - Family Office Services

  • Mar 2017 - Present

  Houston, Texas Area Tectonic Advisor’s Family Office Services division partners with ultra-high net worth families to manage their complex financial, philanthropic, and estate matters. Leveraging my legal and finance experience, I focus on: ► Family Enterprise Structuring & Governance ► Philanthropic Giving Strategies & Vehicles ► Multi-Generational Wealth Education & Succession Planning ► Cash Flow Management & Financial Reporting



Hackett Family Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Vice President

  • Feb 2012 - Present

  Houston, Texas Area The Hackett Family Foundation invests in organizations committed to research of the brain, public education of brain diseases and the promotion of mental wellness through public awareness, public policy advocating for universal access to mental health care, and the discovery of innovative solutions for communities adversely affected by mental disorders. In addition, the Hackett Family Foundation supports organizations and programs that reinforce its long-standing devotion to Catholic… Show more The Hackett Family Foundation invests in organizations committed to research of the brain, public education of brain diseases and the promotion of mental wellness through public awareness, public policy advocating for universal access to mental health care, and the discovery of innovative solutions for communities adversely affected by mental disorders. In addition, the Hackett Family Foundation supports organizations and programs that reinforce its long-standing devotion to Catholic education, business ethics and family. In my role, I work closely with the founders to achieve my family’s philanthropic vision, fulfill the foundation’s overall mission in a rapidly changing world, and implement the best strategies for investment, grant making, administration and evaluation. Show less



Salient

• Financial Services
• 1 - 100 Employee

• Managing Director - Family Office Services

  • Feb 2012 - Mar 2017

  Houston, Texas Area ► Successfully partnered with ultra-high net worth family clients to achieve their financial planning, investment, wealth education, and philanthropic goals, and manage their lifestyle and cash flow needs ► Provided team oversight and strategy, with a focus on family enterprise structuring and governance



Akin Gump Strauss Hauer & Feld LLP

• Law Practice
• 700 & Above Employee

• Corporate Securities Attorney

  • Nov 2009 - Jan 2012

  Houston, Texas Area ► Advised public and private companies, boards of directors, and management teams on corporate governance-related matters and IPOs across the healthcare and energy industries ► Counseled corporate, financial, and private equity clients on matters related to mergers and acquisitions, corporate governance and compliance, and private placements



Bracewell LLP

• United States
• Law Practice
• 700 & Above Employee

• Corporate Securities Attorney

  • Nov 2009 - Jul 2011

  Houston, Texas, United States ► Worked in the firm's Business and Regulatory group ► Focused on public and private equity and debt offerings, mergers and acquisitions, divestitures, corporate restructurings, certain employment matters, and general corporate governance matters



Manulife

• Canada
• Insurance
• 700 & Above Employee

• Investment Analyst - John Hancock Financial Services

  • 2004 - 2005

  Boston, Massachusetts ► Supported the Bond and Corporate Finance Group’s efforts to maximize portfolio value and discover new opportunities for investment in the energy industry ► Conducted investment and industry analysis, financial modeling, and comprehensive reporting for clients and financial regulators