AI-Generated Summary
Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Education
- TW
Master of Business Administration - MBA
- TJ
Bachelor of Arts with Honors
- TL
Master of Arts - MA, International Studies
Lists including Kevin
Work Experience
2023
Associate Director
2023
Private Credit Solutions
2021
Naval Officer
2021
Investment Team
2022 - 2023
The Penn Medicine – Wharton Fund for Health invests in early-stage, for-profit companies that have the potential to strengthen the social determinants of health while leveraging new and innovative technology https://esg.wharton.upenn.edu/students/fund-for-health/ https://www.pennmedicine.org/news/news-releases/2022/june/philadelphia-76ers-managing-partners-invest-1m-in-companies-funded-by-fund-for-health
2023 - 2023
Investment Team - MBA
2023 - 2023
Catalio Capital Management is a multi-strategy investment firm that invests in breakthrough life sciences companies around the globe, founded by the world's leading scientist-entrepreneurs
2022 - 2022
Summer Vice President
2022 - 2022
Linden Capital Partners is a Chicago-based private equity firm focused exclusively on investing in the healthcare industry (Structured Capital Fund)
2021 - 2022
Investment & Portfolio Analysis - MBA
2021 - 2022
As a strategic investor, In-Q-Tel accelerates the development and delivery of venture-backed companies that have developed cutting-edge, commercially-focused technologies that will provide strong, near-term advantages to the missions of the U.S. Intelligence Community. In-Q-Tel also identifies and analyzes technologies in all stages of development that are critical to U.S. national security
2016 - 2021
Private Equity & Credit Investment Professional
2016 - 2021
Neuberger Berman is a highly experienced private equity co-investor with a long and successful investment history • Private equity co-investments with over $60 billion committed capital • Seeks to build high-quality, diversified portfolios of direct co-investments • Focuses on strategic and opportunistic co-investments https://www.nb.com/en/us/products/investment-strategies/private-equity-co-investment-platform NB Renaissance supports ambitious entrepreneurs and management teams with a goal to create market leading businesses • Control private equity investments at NB Renaissance Partners ("NBRP") The Neuberger Berman Private Credit platform manages over $6 billion dedicated to credit investing in high-quality North American companies owned by private equity firms. NB Private Credit manages two strategies: NB Private Debt focuses on the direct origination of middle-market senior secured loans NB Credit Opportunities originates bespoke structured instruments with credit-like protections at significant discounts to private equity valuations https://www.nb.com/en/us/products/investment-strategies/private-credit-platform
2014 - 2016
Leveraged Finance Portfolio Senior Analyst
2014 - 2016
Corporate & Investment Banking Division. Series 79, Series 63