Bio
Experience
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JPB Partners
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Columbia, MD
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Chief Financial & Compliance Officer
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Oct 2018 - May 2021
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Columbia, MD
JPB Partners is an alternative asset manager specializing in the investment of private equity and real estate, primarily in the Mid-Atlantic and Southeast U.S. JPB Private Equity invests in lower-middle market buyouts and recapitalizations of profitable consumer-related businesses. JPB Real Estate acquires, develops, and manages income producing real estate for both residential and commercial communities. JPB was founded in 1995 and is headquartered in Columbia, MD. For more information, please refer to our website at www.jpbpartners.com.
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Digital Clipper Advisors, LLC
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Baltimore, Maryland Area
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Chief Financial & Compliance Officer
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Jan 2017 - Jun 2017
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Baltimore, Maryland Area
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Calvert Street Capital Partners, Inc.
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Baltimore, Maryland Area
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Chief Financial and Compliance Officer
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2011 - 2016
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Baltimore, Maryland Area
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Stifel Financial Corp.
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Baltimore, Maryland Area
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Managing Director
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2005 - 2010
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Baltimore, Maryland Area
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Legg Mason
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Baltimore, Maryland Area
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Managing Director
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Jul 1999 - Dec 2005
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Baltimore, Maryland Area
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Alex Brown & Sons, Inc.
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Baltimore, Maryland Area
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Principal
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Nov 1995 - Jul 1999
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Baltimore, Maryland Area
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Principal
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Nov 1995 - Jul 1999
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Lehman Brothers
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New York City
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Vice President
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Jan 1994 - Nov 1995
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New York City
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Deloitte
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New York City
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Senior Manager
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Sep 1984 - Dec 1993
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New York City
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Education
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1980 - 1984The College of William and Mary
Bachelor of Business Administration (BBA), Accounting
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Industry Focus. “Investment Banking”
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