Bio
Experience
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Chief Financial Officer
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Jan 2019 - Dec 2021
Nebari is exclusively focused on creative financing solutions within the natural resources sector.
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Chief Financial Officer
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Apr 2018 - Dec 2020
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HedgePort Associates LLC
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Greater New York City Area
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Chief Financial Officer
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Oct 2016 - Mar 2018
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Greater New York City Area
HedgePort - Firm Description:• 2005 inception, the longest operating outsourced C-suite provider to the alternatives community• Market leader in handling business complexity and achieving best institutional infrastructure to support private investment funds• Build sustainable, scalable and cost effective hedge fund, private equity, family office and venture capital firms• Full accounting, compliance, operations, marketing and risk management services to start-ups, lift-outs and expansions• Concierge style of service builds long-term business partnerships with clients• Targeted marketing and lead generation through affiliated third-party marketing professional• Registered Investment Advisor platform offers complete back, middle and front office solutions• Distinguished client selection process employs criteria to seek like-minded business professionals• Dramatic competitive advantage, give investors assurance of experienced team running the business, manager can focus on what they do best – finding the best possible investment ideas• Long-standing relationships with key service providers – legal, admin, audit, tax, custody, trading and marketingWWW.HEDGEPORT.COM
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Sycamore Lane Partners, LLC
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New York City
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CFO
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2011 - Apr 2016
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New York City
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Consultant
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2010 - 2010
Consulted confidential $500 million revenue financial services firm on launch of international alternative asset management joint venture.
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Co-founder, COO & CFO
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2004 - 2009
Built and led all company operations from inception to $450 million of assets for long-short value hedge fund.
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Director of Finance & Leadership Development Program
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2001 - 2004
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Associate, Investment Banking
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1997 - 1999
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Analyst, Financial Services
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1995 - 1997
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Education
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1999 - 2001Kellogg Graduate School of Management
MBA, Finance, Strategy and Entrepreneurship -
1991 - 1995University of Colorado Boulder
BS, Accounting, Magna Cum Laude -
Cherry Creek High School
Suggested Services
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Industry Focus. “Investment Banking”
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