Invests in
Stages:
Sectors:
Locations:
Min Investment:
$750,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
(1997 - 2001)
Lists including Michael
Work Experience
2021
SVP, Financial Advisor
2021
Evoke Advisors is an independent Registered Investment Advisor (RIA) and multi-family office, advising ultra-high net worth individuals, families, trusts, and non-profit institutions. Within Evoke, my team specializes in partnering with entrepreneurs and private business owners as they navigate the wealth-creation journey including pre-sale planning, investment management, multi-generational estate planning, tax strategy, and philanthropic and legacy planning.
USC Marshall Venture Fund – Investment Committee Member
2018
The USC Marshall Fund invests in early-stage ventures led by USC students, alumni, faculty, and staff.
2018 - 2022
Board Member
2018 - 2022
Zest.ai is changing the way finance works by changing the way credit decisions are made. The company uses machine learning and data science to help companies make more accurate credit decisions with the mission of making fair and transparent credit available to everyone.
2017 - 2021
Board Member
2017 - 2021
Acquired by Stewart Title in May 2021, Cloudvirga is a software platform built to revolutionize the mortgage industry by building intelligence into the origination process. Cloudvirga’s mortgage point-of-sale (POS) platforms go beyond just taking an application, automating tasks traditionally performed by operations staff to cut costs, improve the customer and loan officer experience, and deliver business insights across the origination process. Cloudvirga’s unique approach to the mortgage process allows lenders to realize the benefits of tomorrow’s digital mortgage today.
2014 - 2021
General Partner
2014 - 2021
General Partner at Upfront Ventures, Southern California’s largest and longest-tenured venture capital firm. Leading early and growth stage investments in what we expect to be the defining technology businesses of the coming decades.
2018 - 2020
Board Member
2018 - 2020
NuORDER is a cloud & mobile B2B eCommerce solution empowering brands and retailers to streamline their business operations since 2011. The NuORDER platform provides brands and retailers a central hub to browse products and catalogs, access realtime inventory data and place orders from a computer or mobile app – 24/7/365.
2016 - 2020
Board Member
2016 - 2020
Dailylook is a personal styling experience powered by real personal stylists leveraging our cutting edge data science to deliver the optimum merchandise at the right time to every customer. Founded in 2011, the company's mission is to inspire confidence through self expression while taking the hassle out of looking great.
2012 - 2014
West Coast Editor
2012 - 2014
Helped build a new media company with the goal of covering the intersection of technology, business, and policy. Focused on telling the stories of innovative companies around the world and the multi-dimensional entrepreneurs and investors who create them.
2008 - 2012
Managing Director
2008 - 2012
WorldVest is a boutique merchant bank investing in venture-stage businesses on a global basis. The firm focuses on the technology and natural resources sectors in North America, Asia, and Latin America.
2007 - 2008
Director of Business Development
2007 - 2008
Castle Arch, a real estate investment company specializing in the entitlement and development of raw land. At its peak, Castle Arch owned and operated approximately 5,000 acres across the US in various stages of development.