Experience

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  Long Ridge Equity Partners

  • Growth Partner

    • Jul 2020 - Present

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  EQIS Capital Management, Inc.

  • San Francisco Bay Area

  • Executive Chairman

    • Aug 2017 - Present
    • San Francisco Bay Area

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  EFC Management

  • Sherborn, MA

  • President

    • Oct 2015 - Present
    • Sherborn, MA

    Provides consulting, advisory and board services to companies and investors in the wealth management and financial technology space.

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  Envestnet/Placemark

  • Wellesley, MA

  • Group President

    • Oct 2014 - Oct 2015
    • Wellesley, MA

    Worked to integrate Placemark Investment into Envestnet, a $1.5 billion market cap, NYSE-traded providers of services to broker/dealers and RIAs. Nearly all clients and employees continued. Assisted Envestnet’s CEO with investments in the alternatives space.

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  Placemark Investments

  • Wellesley, MA

  • Chairman & CEO

    • 2001 - 2014
    • Wellesley, MA

    Financial technology SAAS provider to the wealth management industry, backed by Ascent Venture Partners, Flybridge Ventures, North Hill Ventures and RBC Ventures. Successfully sold to Envestnet in October 2014. Placemark developed a platform that customized mid-sized investment portfolios for risk and taxes while performing many of the administrative functions required for the efficient operation of unified managed accounts. Hired in early 2001 to restructure operations and set a new strategic direction for the company. Grew assets from $0 to nearly $16 billion for 45,000 individuals. Major clients included Smith Barney, BMO Nesbitt Burns, RBC Dain Rauscher, UBS, Prudential Investments, Oppenheimer and TD Ameritrade.

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  Affiliated Managers Group

  • Boston, MA

  • SVP

    • 1995 - 2000
    • Boston, MA

    $12 billion market cap, NYSE-listed money management firm holding company. Member of senior management team which grew AMG from one affiliate with $ 1 billion in client assets to 15 affiliates managing over $85 billion. Participated in all aspects of company’s growth efforts including raising private equity capital, bank financing, public offering of stock and acquisition activities. Led AMG’s efforts to monitor affiliate operations and help them grow by introducing new products, developing new distribution channels and refining marketing approaches. Managed firm’s corporate marketing including public relations and prospect marketing.

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  Trans National Group

  • Greater Boston Area

  • President, TNF Canada, USAffinity Funds

    • 1987 - 1995
    • Greater Boston Area

    President, USAffinity Investments. Led development of major new business initiative, the creation of a family of mutual funds. Opened an NASD-member broker/dealer. Started a "40 Act" Investment Adviser. Designed market entry strategy and marketing plan. Negotiated acquisition of a $250 million fund group. Negotiated $10 million in external financing. Served as Chairman of the fund board and one of six Executive Committee Members of Trans National Group.TN Financial, Executive Vice President & Managing Director. Led international expansion efforts of businesses which accounted for over $5 million in annual profit. Opened operations in the United Kingdom, Germany and France. Investigated markets in Holland, Italy, Switzerland & Japan. Appointed Executive Committee Member.TN Financial, Senior Vice President. Corporate Development Department Head. Led team that opened and operated a Canadian Division. Managed start-up relationship with major U.S. credit card bank. Expanded aircraft finance business by over 50%. Assisted in overseeing and analyzing opportunities from relationship with MBNA America.

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  Bain & Company

  • Boston, MA

  • Consultant

    • 1985 - 1987
    • Boston, MA

    Led case teams which analyzed strategic business situations in consumer financial services, investment banking services, bank asset sale strategy, retail distribution strategy, manufacturing cost reduction and real estate investment strategy.