Fractional CFO / Investment Due Diligence
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Well-rounded finance professional with over two decades of investment experience across asset classes (equities, fixed income, credit, commodities, private equity, real estate, venture capital, derivatives, volatility). Currently a fiduciary (Registered Investment Advisor) running a proprietary public markets investment strategy for a number of clients for over a decade. Formerly, conducted due diligence on several hundred hedge funds, private equity funds, mutual funds, venture capital funds and other specialized investments globally for a Private Bank, a Fund of Hedge Funds, and a Family Office. Previously, helped manage an equity trading business and worked as a consultant to securities litigation. Traveled to 80+ countries, am a RYT-200 certified yoga instructor as well as a mastery-level certified transformational coach.
Well-rounded finance professional with over two decades of investment experience across asset classes (equities, fixed income, credit, commodities, private equity, real estate, venture capital, derivatives, volatility). Currently a fiduciary (Registered Investment Advisor) running a proprietary public markets investment strategy for a number of clients for over a decade. Formerly, conducted due diligence on several hundred hedge funds, private equity funds, mutual funds, venture capital funds and other specialized investments globally for a Private Bank, a Fund of Hedge Funds, and a Family Office. Previously, helped manage an equity trading business and worked as a consultant to securities litigation. Traveled to 80+ countries, am a RYT-200 certified yoga instructor as well as a mastery-level certified transformational coach.
Harvard Kennedy School - Master in Public Policy (MPP) International Trade & Finance 2003 - 2005
University of California, Berkeley - B.A. in Political Economy Departmental Citation Phi Beta Kappa 1997 - 2001
New College, Oxford University - Philosophy, Politics and Economics (Exchange Student) 1999 - 2000
NYU Stern – Advanced Valuation
Health & Life Coach
RYT-200 Yoga Instructor
