Invests in
Min Investment:
$25,000.00Max Investment:
$100,000.00Target Investment:
$50,000.00
Education
- Uo
- Uo
Lists including Robert
Investments
Work Experience
2021
Founder and Managing Partner
2021
S
2011
Special Advisor
2019
General Partner
2011 - 2019
2006 - 2011
Private Wealth Management
2006 - 2011
● Head of research supporting fixed income and equity portfolio managers ● Assistant Fixed Income Portfolio Manager ● Managing client relationships to deliver strategic, personalized solutions based on client specific investment objectives and risk appetites
2004 - 2006
Legal Assistant
2004 - 2006
Primary focus on project management of anti-trust cases regarding pending mergers and acquisitions.