Experience

Addition Capital

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Partner

  • 2020 - Present

  A family capital-backed independent sponsor focused on buying controlling stakes in cash-generative lower middle market companies - deploying capital and operating expertise to deliver growth. A family capital-backed independent sponsor focused on buying controlling stakes in cash-generative lower middle market companies - deploying capital and operating expertise to deliver growth.



Waverly Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • 2017 - 2019

  Leading the investments and operations of Waverly Group, a Family Office with public and private market investments in sectors including financial services, healthcare & biotech, real estate and consumer goods Leading the investments and operations of Waverly Group, a Family Office with public and private market investments in sectors including financial services, healthcare & biotech, real estate and consumer goods



Genera Holdings

• Financial Services
• 1 - 100 Employee

• COO and Head of Business Development

  • 2015 - 2017

  Leading the establishment and operations of Genera Holdings, a privately held investor in Private Equity, Venture and Real Estate in Central America and the Caribbean. Leading the establishment and operations of Genera Holdings, a privately held investor in Private Equity, Venture and Real Estate in Central America and the Caribbean.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • 2011 - 2014

  Banker, Ultra High Net Worth Hedge Fund Principals Team • Responsible for advising sophisticated clients on all aspects of investments, credit/lending and wealth structuring • Focused on new client acquisition, sales and business development to drive strong revenue growth for the business Banker, Ultra High Net Worth Hedge Fund Principals Team • Responsible for advising sophisticated clients on all aspects of investments, credit/lending and wealth structuring • Focused on new client acquisition, sales and business development to drive strong revenue growth for the business



J.P. Morgan Asset Management

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • 2008 - 2011

  Associate Banker, Ultra High Net Worth • Responsible for advising sophisticated UK & international clients on all aspects of investments, credit/lending and wealth structuring • Focused on sales and business development to drive strong revenue growth for the business Associate Banker, Ultra High Net Worth • Responsible for advising sophisticated UK & international clients on all aspects of investments, credit/lending and wealth structuring • Focused on sales and business development to drive strong revenue growth for the business



British Army

• Armed Forces
• 700 & Above Employee

• Captain

  • 2002 - 2008

  The Light Dragoons - Armoured Reconnaissance The Light Dragoons - Armoured Reconnaissance