Experience

1V1sion Capital

• United States
• Fundraising
• 1 - 100 Employee

• Managing Principal

  • Mar 2020 - Present

  Helping high quality private companies or funds access institutional capital or accomplish transformative mergers and acquisition. Make selected investments in startups and secondary stakes. Registered Representative of Finalis Securities, LLC, Member FINRA / SIPC. Helping high quality private companies or funds access institutional capital or accomplish transformative mergers and acquisition. Make selected investments in startups and secondary stakes. Registered Representative of Finalis Securities, LLC, Member FINRA / SIPC.



BLK Consulting

• United States
• Consumer Services
• 1 - 100 Employee

• Partner

  • Jun 2017 - Present



Bellwether Charitable Fund

• President / CIO

  • Jan 2015 - Present

  Investing the assets of the family foundation as well as evaluating charitable projects for distributions from the fund. Investing the assets of the family foundation as well as evaluating charitable projects for distributions from the fund.



Highbridge Capital Management

• Investment Management
• 300 - 400 Employee

• Portfolio Manager

  • Mar 2014 - Aug 2014

  PM – Long/Short Equity – Industrials / Energy / Basic Materials: manage a long/short equity portfolio focused on cyclical sectors.

• Sector Head / Portfolio Manager

  • Jan 2009 - Mar 2014

  Sector Head / PM – Long / Short Equity – Industrials / Energy / Basic Materials: responsible for idea generation and P&L for industrial / materials / energy companies within a diversified equity portfolio. Hired and trained two analysts to specialize in commodities and industrials companies.

• Analyst

  • Jul 2006 - Dec 2008

  Analyst – Long / Short Equity – Basic Materials / Energy: researched and presented long / short investment ideas; analyst on two portfolios with equity capital of over $1.1bn within a $4.5bn equity portfolio



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Jul 2003 - Jul 2006

  Investment Banking Analyst – Leveraged Finance: Worked with management, financial sponsors and internal team to develop investment analyses including detailed operating and integrated LBO models. Conducted extensive credit due diligence. Investment Banking Analyst – Leveraged Finance: Worked with management, financial sponsors and internal team to develop investment analyses including detailed operating and integrated LBO models. Conducted extensive credit due diligence.