Experience

Inspire Global Ventures

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer and Founder

  • Oct 2019 - Present

  Inspire Global Ventures advances innovation through investment in exceptional teams and technology, portfolio services, a technology infrastructure platform, Jaspy and strategic capital deployment. We believe in accelerating innovation, advancing directives and keeping organizations competitive. We inspire family offices to be agile, scale for efficiency, transparency and accountability. Making investment, strategy and development teams more efficient, innovation teams smarter, and corporates more competitive. Solving vital challenges across industry and region staying ahead of technology trends and making informed decisions about partnership, early-stage investment and acquisition requires tools and a new approach. We provide tools for success. Show less


Forbes Business Council
• United States
• Professional Training and Coaching
• 100 - 200 Employee
• Contributor

  • Aug 2023 - Present


Digital Evolution Institute

• United States
• Think Tanks
• 1 - 100 Employee

• Co-Founder

  • Jan 2022 - Present

  Digital Evolution Institute was founded in 2022 to advance thought leadership at the intersection of investment, technology and entrepreneurship. It hosts and sponsors various events in different cities, promotes interaction amongst participants via white paper distribution and interaction across a broad range of topics. It is an inclusive organization that welcomes all participants - from industry experts to newcomers - who are interested in one of the biggest questions of our time: Digital Evolution Institute was founded in 2022 to advance thought leadership at the intersection of investment, technology and entrepreneurship. It hosts and sponsors various events in different cities, promotes interaction amongst participants via white paper distribution and interaction across a broad range of topics. It is an inclusive organization that welcomes all participants - from industry experts to newcomers - who are interested in one of the biggest questions of our time:



JASPY

• Technology, Information and Internet

• Founder | Investor

  • Jul 2020 - Present

  Jaspy is what you need for the opaque world of private alternative assets. Cloud based financial technology infrastructure to create what you need for data, intelligence, productivity and management of alternative assets, private companies for investment, partnership or acquisition. JASPY is a breakthrough tech-enabled intelligence platform, a single spot for engagement, data and productivity specially designed for family offices, venture and retail. It’s simple to use, intuitive and flexible. Powerful data, analysis, productivity and reporting paired with special modules which allows for tracking, managing, valuing and integrating your private market, alternative asset portfolio. Show less


Family Office Alpha
• United States
• Financial Services
• 1 - 100 Employee
• Co-Founder

  • Feb 2022 - Present


Family Investment Trust

• United States
• Construction

• Investor | Single Family Office

  • Feb 2000 - Present

  Investing, advising, mentoring, and serving on select Boards of 20+ companies in financial technology, real estate technology, artificial intelligence, and crowd funding industries. Investing, advising, mentoring, and serving on select Boards of 20+ companies in financial technology, real estate technology, artificial intelligence, and crowd funding industries.



Heritage Advisory Partners, LLC

• United States
• Capital Markets

• CEO | Founder

  • 2015 - 2019

  Impact investing for pre-seed, seed, early state, acceleration, growth and expansion, and mature vision technology companies. Technology includes: blockchain, artificial intelligence, predictive healthcare and robotics. Impact investing for pre-seed, seed, early state, acceleration, growth and expansion, and mature vision technology companies. Technology includes: blockchain, artificial intelligence, predictive healthcare and robotics.



Financial Services Firms & Government Entities

• Investment Banker

  • 1990 - 2000

  Program Manager, California Statewide Communities Development Authority (CSCDA) Vice President, Smith Mitchell Investment Group Analyst, Chief Administrative Officer's Budget Department Vice President, Kemper Securities (formerly Bateman, Eichler, Hill Richards) Analyst, Drexel Burnham Lampert Served as an investment banker, financing debt and equity for corporates, government agencies and manufacturers. Established and managed a private placement finance program where manufacturers, government agencies, small businesses and non-profits worked directly with large finance companies to structure and meet capital needs without accessing the public markets. Worked on the Los Angeles County budget and implemented finance programs for one of the largest joint power authorities in California. Show less