Skills
• Global Business Development
• Chief Operating Officer/Head of Business
• Traditional and Alternative Investments
• Institutional/Wealth/OCIO distribution channels
• Consultant Relations
• Investor Relations
• Product Management & Development
• Training & Recruiting
• Established Organizations & Start-ups
About
I am a seasoned strategy and solutions leader with over 25 years of experience in asset management, hedge funds, and private equity. I’ve held senior leadership roles across global investment organizations and startups, including Founding Partner, COO, and Head of Business Development. I excel at driving strategic growth, product innovation, and capital formation, with a proven track record of managing complex client relationships and successfully closing large-scale mandates. My experience spans public and private asset classes, institutional and wealth channels, and global markets. As a collaborative and entrepreneurial leader, I am passionate about fostering high-performing teams and delivering measurable business outcomes.
Key Highlights:
•Strategic Leadership: I’ve led global strategy, product management, and operational efficiency efforts for investment platforms across various asset classes.
•Capital Formation: Raised over $13 billion in AUM across institutional, OCIO, RIA, and sub-advisory mandates.
•M&A & Fundraising: Contributed to M&A initiatives, including U.S. and European GP Stakes platforms, and raised seed capital for multiple startups.
•Business Development: Managed and expanded global distribution networks, achieving significant AUM growth for firms such as GMO, AMG, and Lehman Brothers.
•Client Engagement: Built strong investor and consultant relationships, driving cross-sales and long-term partnerships across North America, Europe, and Asia.
•Entrepreneurial Ventures: Launched and advised numerous startups and emerging managers, providing strategic planning, product innovation, and talent development.
•Talent Development: I thrive as a player/coach, mentoring teams and aligning incentives to drive sustainable growth.
My leadership experience and in-depth understanding of asset management, hedge funds, and private equity allow me to effectively partner with firms seeking strategic growth, operational excellence, and enduring success.
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