Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Financial Oversight
Wealth Transfer
Investment Performance
Financial Accounting
CPA
Wealth Management Services
Budgeting
Forecasting
Financial Analysis
Financial Reporting
Cash Management
International Financial Reporting Standards (IFRS)
Start-ups
Financial Planning
Tax
Investments
Regulatory Compliance
Strategic Planning
Private Equity
Trusts
Lists including Joni
Work Experience
Managing Partner
2021
MEC is an early-stage life science venture fund that leverages the Medical Excellence Group platform, a global private health advisory service for over 300 family offices, and a highly-curated medical research network of 1,100+ experts and leaders across 33 major academic medical and research centers in the US.
2006 - 2021
Chief Financial Officer
2006 - 2021
Chief Financial Officer of Artemis Wealth Advisors and its affiliate, Orion Capital Management, collectively managing $1.5 Billion.
Financial Controller/Financial & Operations Principal
1990 - 2006
1986 - 1990
Senior Accountant
1986 - 1990