Experience

Entoura
• United States
• Biotechnology Research
• 1 - 100 Employee
• CEO & Founder

  • Jan 2019 - Present

Pilgrim Financial Consultants, LLC
• President

  • May 2002 - Present

Autism Speaks
• Non-profit Organizations
• 200 - 300 Employee
• Executive Board Member

  • Jan 2005 - Present


BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • Aug 2014 - Sep 2016

  Strategist for Alternatives, Special Situations and Non-Traditional Solutions Strategist for Alternatives, Special Situations and Non-Traditional Solutions



G2 Investment Group, LLC

• Investment Management
• 1 - 100 Employee

• Managing Director - Global Head of Business Development

  • Dec 2011 - Mar 2014

  G2 is a private investment company launched in 2009. We invest partners', and shareholders' capital alongside our clients. We benefit from our unique platform: Forbes Private Capital Group, our powerfully networked distribution subsidiary which provides unique access to, and information from, the world's leading investors and families. We manage proprietary funds and often partner with the world's best external talent so that we stay at the forefront of investment innovation and ensure… Show more G2 is a private investment company launched in 2009. We invest partners', and shareholders' capital alongside our clients. We benefit from our unique platform: Forbes Private Capital Group, our powerfully networked distribution subsidiary which provides unique access to, and information from, the world's leading investors and families. We manage proprietary funds and often partner with the world's best external talent so that we stay at the forefront of investment innovation and ensure alignment with our investors. G2-Forbes, together offer a unique global platform bringing ideas and capital together. Show less G2 is a private investment company launched in 2009. We invest partners', and shareholders' capital alongside our clients. We benefit from our unique platform: Forbes Private Capital Group, our powerfully networked distribution subsidiary which provides unique access to, and information from, the world's leading investors and families. We manage proprietary funds and often partner with the world's best external talent so that we stay at the forefront of investment innovation and ensure… Show more G2 is a private investment company launched in 2009. We invest partners', and shareholders' capital alongside our clients. We benefit from our unique platform: Forbes Private Capital Group, our powerfully networked distribution subsidiary which provides unique access to, and information from, the world's leading investors and families. We manage proprietary funds and often partner with the world's best external talent so that we stay at the forefront of investment innovation and ensure alignment with our investors. G2-Forbes, together offer a unique global platform bringing ideas and capital together. Show less



Federal Street Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Head Of Business Development

  • Mar 2010 - Sep 2011

  Federal Street Partners is a 10yr old hedge fund of funds firm with a great reputation for transparency and performance. Federal Street was an early adopter of a globally diversified multi-strategy approach that includes a focus on emerging markets. The breath of the investment team's experience and network of global relationships is unsurpassed and a true benefit to clients looking to broaden their investment reach. Federal Street Partners is a 10yr old hedge fund of funds firm with a great reputation for transparency and performance. Federal Street was an early adopter of a globally diversified multi-strategy approach that includes a focus on emerging markets. The breath of the investment team's experience and network of global relationships is unsurpassed and a true benefit to clients looking to broaden their investment reach.



Vertical Capital Management

• United States
• Financial Services

• Senior Consultant

  • Apr 2009 - Mar 2010

  Product development, capital raising strategy. Product development, capital raising strategy.



Rock Ridge Advisors

• Insurance

• Chief Operating Officer

  • 2005 - 2008

  Rock Ridge Advisors, LLC - a global macro hedge fund with a quantitative, fixed income orientation managing assets primarily for institutional investors. Rock Ridge Advisors, LLC - a global macro hedge fund with a quantitative, fixed income orientation managing assets primarily for institutional investors.



Muirfield Capital Partners LP

• United States

• Head Of Business Development

  • Jul 2001 - Aug 2005

  Responsible for Product Development & Capital Raising Responsible for Product Development & Capital Raising



Convergence Asset Management, LLC

• COO & Head of Business Development

  • 1997 - 2001

  Business Development, Talent Acquisition and Management for Operational and Non-Trading personnel, Business Development, Talent Acquisition and Management for Operational and Non-Trading personnel,



Cantor Fitzgerald

• United States
• Financial Services
• 700 & Above Employee

• Partner, Head of Mortgage Trading

  • 1988 - 1997

  Head of Mortgage Backed Trading Desk Head of Mortgage Backed Trading Desk