Investment Director

• Oct 2022 - Present

Senior Investment Analyst

• Sep 2021 - Sep 2022

Single-family office backed by the founder of The Connor Group (Larry Connor) investing across both public and private markets. Key responsibilities included: > Sourced, researched, and evaluated potential direct investments in public equities/stocks and private companies. > Sourced, researched, and evaluated potential investments in external hedge fund / mutual fund / private equity / venture capital managers. > Identified new investment areas that aligned with Windancer's philosophy, values, and portfolio. > Fostered professional networks to enhance research and sourcing efforts. > Responsible for negotiating deal/investment terms, investment process/philosophy/portfolio review, operational due diligence, family office portfolio look-through transparency, review, and measurement.

Head of Non-Discretionary Research and Investment Analyst

• Jan 2014 - Aug 2021

(Gerber Taylor Associates) Head of Non-Discretionary Manager Research - Assets under Advisement $7.0B (Gerber Taylor Management) Investment Analyst - Assets under Management $6.8B (Gerber Taylor Associates) Head of Non-Discretionary Manager Research - Assets under Advisement $7.0B (Gerber Taylor Management) Investment Analyst - Assets under Management $6.8B