Experience

Live Oak Private Wealth

• United States
• Investment Management
• 1 - 100 Employee

• Director of Strategy - Private Wealth

  • May 2021 - May 2023



Mainstone Capital Management

• United States
• Investment Management

• Director of Client Service & Investor Relations

  • Dec 2019 - May 2021



Windhorse Capital Management

• Boston, MA

• Director of Investor Relations

  • Sep 2010 - Jun 2015

  Windhorse’s mission is to provide a select group of long-term oriented principals with state-of-the-art investment expertise in a globally diversified, cost-effective, and user-friendly manner.. Windhorse’s mission is to provide a select group of long-term oriented principals with state-of-the-art investment expertise in a globally diversified, cost-effective, and user-friendly manner..



The Carlyle Group

• Financial Services
• 700 & Above Employee

• Investor Relations

  • Dec 2007 - Jun 2010

  The Carlyle Group is a global alternative asset manager with more than $159 billion in assets under management across 94 funds and 63 fund of funds vehicles. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,300 professionals operating in 32 offices in North America, South America, Europe, the Middle East, North Africa, Sub-Saharan Africa, Japan, Asia and Australia The Carlyle Group is a global alternative asset manager with more than $159 billion in assets under management across 94 funds and 63 fund of funds vehicles. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,300 professionals operating in 32 offices in North America, South America, Europe, the Middle East, North Africa, Sub-Saharan Africa, Japan, Asia and Australia