Education
Stanford University Graduate School of Business
MBA, 2000-01-01 - 2002-01-01Columbia University
BS, Operations Research, Economics 1992-01-01 - 1996-01-01Work Experience
Private Family Office
Current
Private Family Office
Fidelity Investments
2015-07-01 - 2018-05-01
Fidelity Investments
C.M. Capital Advisors
2003-07-01 - 2012-05-01
C.M. Capital Advisors
Skills
Summary
Experience includes managing multi-asset class portfolios, teams, reporting, operations and generational transitions. Investment responsibilities have included asset class strategies, sourcing, evaluating and managing alternative, traditional and opportunistic investments across public and private markets.