Unique Clients. Distinctive Services. Intelligent Solutions.
20+ years experience in sales and marketing within alternative investments.
Global Head of Business Development - Alternative Investments - Moody's Investors Service (NYC).
Lead the sales and marketing deployment of Operational Quality (OQ) ratings for hedge funds, clients included:
Brevan Howard (UK)
Marshall Wace (UK)
Senior Relationship Officer actively calling on investment executives and decision-makers at endowments, foundations, taft-hartley plans, single and multi-family offices, public pensions, broker-dealers, RIAs and institutional consultants.
Chief Independent Consultant/Lead Expert Witness
The State of
Texas and The Texas Office of The Attorney General
True-up of CenterPoint Energy (NYSE: CNP)
Evaluated the issuance of a tracking stock for the generation assets of CNP.
Provide analysis and evaluation of hedge funds and private equity firms as acquirers of CNP generation assets.
CEO/Founder of Gotham Bay Partners, an alternative investment consultancy for private wealth.
Evaluated 400+ single manager and pooled hedge funds and private equity funds.
Raised and allocated $3+ billion to external managers in hedge funds/private equity.
Managed a $100 million dollar internal private equity fund.
Authored proprietary research on complete spectrum of hedge fund and private equity investing strategies.
Developed alternative investment policy and asset allocation strategies for 60+ ultra high net-worth investors.
Graduate of Washington and Lee University (Lexington, Virginia) B.A. 1986