As Managing Director, Private Markets, I optimize client portfolios by providing access to institutional quality alternative investments.
Leveraging a proven track record in identifying and nurturing top-tier private market opportunities, I oversee an investment vehicle that offers clients a streamlined approach to achieving diversified exposure within the private equity asset class by investing in high-conviction, difficult to access private equity funds and direct co-investments.
My commitment rests in a meticulous, high integrity approach to sourcing, underwriting and portfolio management to ensure exposure to high-quality investment ideas across the dynamic, complex and evolving private markets.
My Experience
With over 18 years of experience, I oversee the firm’s private markets investment research team covering private equity, private real estate, private credit, and real assets. Additionally, I manage Fiduciary Trust International’s Private Equity Access Program (PEAP), an investment vehicle which offers clients a streamlined approach in accessing a diversified private equity portfolio.
In addition to my leadership roles, I am responsible for sourcing and underwriting investments, portfolio construction, risk management, and comprehensive private market research.
Previously, I worked in a similar role at Athena Capital Advisors, a Boston-based multi-family office focused on ultra-high-net-worth individuals and institutions. Prior to joining Athena Capital Advisors, I served as Associate Director at Segal Rogerscasey, where I was responsible for sourcing, underwriting and monitoring alternative investment manager research. I am also a member of the CFA Institute, CFA Society Boston, and RAISE Global Summit.
Education
- University of Connecticut School of Business, BS Finance
Financial Credentials
- Chartered Financial Analyst (CFA)
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