Experience

Agile Fund Solutions (Acquired by E78 Partners)

• United States
• Financial Services
• 1 - 100 Employee

• Executive Managing Director

  • Sep 2021 - Present

  Charlotte, North Carolina, United States



Agile Fund Solutions, LLC

• CEO

  • Aug 2015 - Sep 2021

  Greater Los Angeles Area Agile's proven innovative utilization model was designed for strategic growth across a fund's entire life cycle. Our mission is to give fund managers peace of mind by providing premier institutional, middle and back office services thus enabling them to concentrate on the portfolio. Operating our business like a $4 billion multi-strategy manager enables us to deliver optimal experience and expertise to our portfolio managers.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Partner

  • Jul 2014 - Jul 2015

  Greater Los Angeles Area Joined KPMG in 2014 as the Market Leader for Alternative Investments in Los Angeles as part of KPMG’s strategic transaction with Rothstein Kass. Specialize in audit, tax and consulting engagements for private equity funds, venture capital funds, hedge funds, fund of funds, mutual funds and investment advisors that sponsor these products. Ability to leverage extensive operational experience from over 20 years of dealings in the private and public sector of the financial services industry to… Show more Joined KPMG in 2014 as the Market Leader for Alternative Investments in Los Angeles as part of KPMG’s strategic transaction with Rothstein Kass. Specialize in audit, tax and consulting engagements for private equity funds, venture capital funds, hedge funds, fund of funds, mutual funds and investment advisors that sponsor these products. Ability to leverage extensive operational experience from over 20 years of dealings in the private and public sector of the financial services industry to advise these entities on business strategy and structure, as well as the management of financial, operational and tax matters. Extensively involved with recruitment and professional development programs for the Firm, and a frequent speaker at capital markets conferences and via webinars. Show less



Rothstein Kass

• Accounting
• 1 - 100 Employee

• Principal/Partner

  • Nov 2003 - Jun 2014

  Member of Rothstein Kass' Executive Committee and Managing Partner of the Beverly Hills office. In addition to management responsibilities, specialize in audit, tax and consulting engagements for hedge funds, fund of funds, private equity funds, venture capital funds, mutual funds, management companies, registered investment advisors and broker-dealers. Leverage extensive financial and operational experience from dealings in the private and public sector of the financial services industry to… Show more Member of Rothstein Kass' Executive Committee and Managing Partner of the Beverly Hills office. In addition to management responsibilities, specialize in audit, tax and consulting engagements for hedge funds, fund of funds, private equity funds, venture capital funds, mutual funds, management companies, registered investment advisors and broker-dealers. Leverage extensive financial and operational experience from dealings in the private and public sector of the financial services industry to advise these entities on business structure and strategy, as well as the management of financial, operational and tax matters. Former Chair of Rothstein Kass’ Finance, Best Practices and Learning and Development committees, as well as a former member of the Human Resources committee. Standing contributing editor to the Firm’s financial services newsletter, Wall Street Argus, and proprietary white papers. Extensively involved with internal recruitment and professional development programs for the Firm, and a frequent speaker at capital markets conferences and via webinars. Show less



Family Office

• CFO

  • 1999 - 2003



PwC

• Professional Services
• 700 & Above Employee

• Auditor

  • Feb 1994 - Jan 1999