Invests in
Sectors:
Locations:
Min Investment:
$1,000,000.00Max Investment:
$3,000,000.00Target Investment:
$2,000,000.00
Education
- NU
- LB
- II
- NU
Lists including David
Investments
Work Experience
2013
Founder and Managing Partner
2013
2018
Fund Advisor, Northwestern University Wildcat Athletic Venture Enterprise Fund (NU/WAVE)
2018
Director
2020
2019
Director
2019
2018
Director
2018
Advanced Materials Manufacturing for Aerospace Industry
2020 - 2023
Director
2020 - 2023
2015 - 2020
Co-Founder and Director
2015 - 2020
AdvisorEngine, a fintech platform, that helps financials advisors scale and grow their business was acquired by Franklin Templeton in May 2020.
2010 - 2013
COO, Sales and Client Management - Securities Division
2010 - 2013
Securities Division encompasses all FI and EQ research/sales/trading/etc. As COO - Sales and Client Management, responsible for Sales Strategy, Client Profitability/Analytics, Sales Credit Governance, Sales IT Infrastructure, External Benchmarking, and Management Reporting. Partner with Desk Managers on strategies to improve client business. Support Key Account Management program. Chair - Hedge Fund Investment Committee.
2007 - 2009
Head of Investor Relations
2008 - 2009
Responsible for Investor Relations group, including Chicago and Bermuda offices. Group coordinates with investors; processes Subscription, Redemptions, Transfers, and Capital Calls; performs AML compliance checks; and provides monthly statements.
Director, Account Management
2007 - 2009
Primary liaison for COO/CFO at Hedge Fund Clients. Lead team of account managers. Provide Middle Office, Accounting, Investor, and Administration services.
2002 - 2007
Managing Director
2002 - 2007
Strategic Planning and Business Development for Equity Finance, Prime Brokerage and Global Clearing Services. Launched Investment Advisor Services Business and served as COO. Joined firm in CFO Leadership Development Program.