Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$1,000,000.00Target Investment:
$500,000.00
Skills
Education
Lists including Richard
Work Experience
2023
Finance Lead and Portfolio Manager
2023
Finance Lead and Portfolio Manager at fragile.co.
2020 - 2023
Associate
2020 - 2023
Supported fund operations and investments for Octave Fund I & II. Octave is an early stage venture firm partnering with exceptional founders who are building the next generation of enterprise data companies. URL: octave.fund
2016 - 2021
Associate
2018 - 2021
Menlo Equities is a private, vertically-integrated commercial real estate investment firm with over $2 billion in AUM. Menlo has a variety of real estate investment platforms including an Evergreen income-focused fund, value-add funds, ground-up developments, and a datacenter fund as well as individual syndicated investments. As our lead associate, I played a lead role in the financial underwriting and analysis of all asset-and fund-level strategic decisions including new acquisitions, developments, financings, dispositions, and asset-management decisions. I also spearheaded Menlo's economic, financial, and demographic analysis of potential expansion markets and current markets. Menlo Equities seeks technology-driven, innovation-hub markets with a strong supply of educated workers.
Financial Analyst
2016 - 2018