Invests in
Locations:
Min Investment:
$50,000.00Max Investment:
$10,000,000.00Target Investment:
$5,025,000.00
Skills
Education
- TT
- MC
Lists including Lacey
Work Experience
2022
Managing Director
2023
Investment Director
2022 - 2023
2017 - 2022
Managing Partner
2021 - 2022
Partner
2019 - 2021
Principal
2017 - 2019
2014 - 2017
Investment Associate
2014 - 2017
Investment office for the CareGroup Healthcare System and the Combined Jewish Philanthropies. • Led all aspects of the investment process for new fund investments. Responsibilities included: evaluating performance, reviewing legal documents, writing investment recommendations, and presenting findings to CareGroup’s Board of Managers. • Invested across asset classes, with specific focus on private alternatives (real estate, real assets, and private equity). • Managed in-house data analytics platform to evaluate look-through portfolio exposures and analyze portfolio-level risks. Analysis was key input into portfolio construction and re-balancing decisions. Named to CIO Magazine's 40-Under-40 List: https://www.ai-cio.com/lists/2017-forty-forty/?pid=24726
2013 - 2014
Associate
2013 - 2014
2008 - 2011
Analyst
2008 - 2011