Invests in
Min Investment:
$500,000.00Max Investment:
$15,000,000.00Target Investment:
$7,800,000.00
Skills
Education
Lists including Katie
Work Experience
2017
Managing Director
2023
Head Of Investor Relations
2017 - 2023
Partner
2018 - 2023
2018
Board Member
2018
Board member at Safe & Sound and volunteer on the TALK Line. Provided over 700 hours of counseling to parents in crisis and under stress.
2011 - 2017
Board Member
2011 - 2017
Member of 15-person board that reviews and approves approximately 40 grants annually for a $1M foundation.
2005 - 2017
Director
2005 - 2017
Identify and evaluate private equity and venture capital fund investments. Manage analyst staff. Lead client relationships.
2002 - 2005
Senior Consulting Associate
2002 - 2005
Qualitative and quantitative analysis on alternative asset managers, including due diligence on private equity funds and portfolio construction/asset allocation. Client service and presentation.