- Managing Director, The Strategic Group, LLC / Chief Executive Officer of Strategic Capital Advisors, LLC
- Partner/Advisory Desk – Advised institutional clients with $11 billion in hedge fund investments (Aksia, LLC)
- Head of Hedge Fund Research consulting for $21b of client investments in 250 hedge funds (NEPC, LLC)
- Institutional Investor – Hedge Fund Consultant of the Year (2008)
- Institutional Investor – Endowment & Foundation Consultant of the Year (2009)
- Recognized in President’s Working Group – Best Practices for Hedge Fund Investors (US Treasury – 2008)
- Chief Investment Officer – Formed, managed and raised capital for $400m HF/CTA Fund of Funds (Credit Agricole)
- Treasurer/Portfolio Manager – $1.5 billion multi-asset portfolio (HAL Trust, former parent of Holland America Line)
- International Internal Auditor (Squibb Corporation)
- Senior Auditor – Arthur Andersen & Co.
- CPA – Certified Public Accountant
- CAIA – Charted Alternative Investment Analyst
- MBA – Santa Clara University – Finance (Beta Gamma Sigma Honors)
- BA – University of Washington – Accounting (Alpha Beta Psi Honors)
- Series 3, 30
