Experience

HODL.vc

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Managing Partner & CFO/COO

  • Jan 2018 - Present

  HODL.vc is an asset management company and venture development studio with offices in New York City and London. We build, stake, and invest in the world's leading crypto & blockchain founders, exchanges, protocols, and tokens. Our mission is to deploy transformative capital with our dynamic team of technology entrepreneurs and investment professionals. HODL.vc is an asset management company and venture development studio with offices in New York City and London. We build, stake, and invest in the world's leading crypto & blockchain founders, exchanges, protocols, and tokens. Our mission is to deploy transformative capital with our dynamic team of technology entrepreneurs and investment professionals.



IdeaCarbon Ltd.

• Board Member

  • Jan 2007 - Present

  Provide strategic advice on carbon finance projects and guidance on crafting valuation and pricing models for carbon market assets. Member of Ratings Committee, that oversees the creation of risk assessment tools to enhance market transparency and transactional efficiency of the global carbon markets. Rigorously assess and determine credit rating for individual projects qualified under the CDM and JI World Bank protocols. Provide strategic advice on carbon finance projects and guidance on crafting valuation and pricing models for carbon market assets. Member of Ratings Committee, that oversees the creation of risk assessment tools to enhance market transparency and transactional efficiency of the global carbon markets. Rigorously assess and determine credit rating for individual projects qualified under the CDM and JI World Bank protocols.



Metropolitan Capital Advisors

• Chief Operating Officer and Chief Compliance Officer

  • May 2007 - Dec 2017

  Report to founding partners and responsible for all areas of operations and administration of the company, including fund accounting, compliance, back office infrastructure, sales and marketing, investor relations and government regulatory compliance. Played integral role in implementing best practices for all functions outside the investment management function. Manage the valuation methodology and process for all of the funds’ positions; oversee work of funds’ accountants and administrator in… Show more Report to founding partners and responsible for all areas of operations and administration of the company, including fund accounting, compliance, back office infrastructure, sales and marketing, investor relations and government regulatory compliance. Played integral role in implementing best practices for all functions outside the investment management function. Manage the valuation methodology and process for all of the funds’ positions; oversee work of funds’ accountants and administrator in every step of NAV calculation. Supervise a Financial Controller and a team of three. Show less Report to founding partners and responsible for all areas of operations and administration of the company, including fund accounting, compliance, back office infrastructure, sales and marketing, investor relations and government regulatory compliance. Played integral role in implementing best practices for all functions outside the investment management function. Manage the valuation methodology and process for all of the funds’ positions; oversee work of funds’ accountants and administrator in… Show more Report to founding partners and responsible for all areas of operations and administration of the company, including fund accounting, compliance, back office infrastructure, sales and marketing, investor relations and government regulatory compliance. Played integral role in implementing best practices for all functions outside the investment management function. Manage the valuation methodology and process for all of the funds’ positions; oversee work of funds’ accountants and administrator in every step of NAV calculation. Supervise a Financial Controller and a team of three. Show less



IDEAglobal

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Managing Director - Global Head of Equity Research and Sales

  • Jan 2001 - Apr 2007

  Company officer reporting to the CEO, responsible for managing equity research teams in Singapore, London and New York offices. Supervised compliance and regulatory issues. Created competitive product offerings and positioned the company as a lead player in equity research.

• Executive Vice President/Senior Partner

  • Jan 1999 - Apr 2007

  Senior-most NY based team leader and member of the board of a $150MM global research firm. Directed all aspects of finance and accounting, including budgeting and cash management. Advised CEO and Board of Directors on company positioning and issues affecting stock valuation.



Thieme Associates Inc

• United States
• Think Tanks

• Portfolio Manager and Investment Officer

  • Jan 1991 - Dec 1998

  Joined firm at its inception and worked with founder to establish presence in the portfolio management community. Grew assets under management from pension funds and high net-worth individuals from $1 to $250 million; analyzed equity investment opportunities and recommended portfolio investment strategies. Managed a professional staff of 14 at Thieme Associates and American Heritage Management Corp. Formed and managed broker-dealer entity, Thieme Securities. Responsible for investment… Show more Joined firm at its inception and worked with founder to establish presence in the portfolio management community. Grew assets under management from pension funds and high net-worth individuals from $1 to $250 million; analyzed equity investment opportunities and recommended portfolio investment strategies. Managed a professional staff of 14 at Thieme Associates and American Heritage Management Corp. Formed and managed broker-dealer entity, Thieme Securities. Responsible for investment management of Thieme Associates’ private client portfolio. Show less Joined firm at its inception and worked with founder to establish presence in the portfolio management community. Grew assets under management from pension funds and high net-worth individuals from $1 to $250 million; analyzed equity investment opportunities and recommended portfolio investment strategies. Managed a professional staff of 14 at Thieme Associates and American Heritage Management Corp. Formed and managed broker-dealer entity, Thieme Securities. Responsible for investment… Show more Joined firm at its inception and worked with founder to establish presence in the portfolio management community. Grew assets under management from pension funds and high net-worth individuals from $1 to $250 million; analyzed equity investment opportunities and recommended portfolio investment strategies. Managed a professional staff of 14 at Thieme Associates and American Heritage Management Corp. Formed and managed broker-dealer entity, Thieme Securities. Responsible for investment management of Thieme Associates’ private client portfolio. Show less