Functional Skills

Business Development
Investor Relations
Portfolio Optimization
Market Research
Collateral Development
Contract Pricing / Negotiation
Customer Relationship Management
Market Penetration
Communications
Private Equity Investing
Marketing Analytics
Sales Strategy
Sales and Operations Planning (S&OP)

Software Skills

Salesforce

Certifications

Series 63
Series 7

Sector Experience

Business Services
Financial Services
Real Estate

Experience

FORT FIVE ADVISORY Management Consulting
Principal
1/2024 - Present
Consult and guide registered investment advisors on private markets, enhancing portfolios through strategic education and best-in-class offering evaluations. Advise emerging managers on fundraising and go-to-market strategies and provide expert insights to institutional stakeholders.
● • Advised two RIAs ($7B and $400M AUM) on private markets strategy, including platform selection and portfolio optimization
• Guided an emerging General Partner in fundraising strategy and market positioning for a targeted $200M fund
SEI Product Management / Strategy
Director —Alternative Investments
5/2023 - 7/2024
• Pioneered early-stage institutional outreach and consultant engagement for a new alternatives platform
• Secured approximately 100 discovery meetings and 20+ consultant introductions to support product positioning
Archetype Start-Up
Executive Director — Corporate Development / Investment Committee Member
4/2021 - 3/2023
Led fund formation, fundraising, and portfolio decisions as an Investment Committee member while cultivating investor relationships with family offices, individuals, endowments, and foundations. Partnered with C-suite to secure capital and drive strategic growth for portfolio companies. Enhanced Limited Partner experience through market-based partnership offerings and optimized communications via Salesforce and Carta platforms.
• Executed formation and launch of $100M venture/growth equity fund (second in series)
• Raised $10M in equity for parent company to fund growth initiatives
• Raised approximately $15M for portfolio companies to support working capital and expansion
• Strengthened LP engagement through tailored communications and Salesforce/Carta platform enhancements
NewSpring Capital Sales
Director —Investor Relations
4/2011 - 1/2021
Oversaw fundraising and investor relations for a $2.5B private equity fund family, managing five lower middle-market offerings in control buyout, subordinated debt, and growth equity, while forging strong institutional and individual client relationships and sourcing special situations transactions. Directed fundraising and marketing initiatives for all firm product offerings. Organized biannual investor forums, and drove bespoke performance reporting by developing Salesforce, iLEVEL, and Intralinks platforms to enhance investor communications.
● • Scaled AUM from $800M to $2.5B across five fund vintages, serving 300+ LPs over ten years
• Led approximately $50M in investor-driven special transactions (secondaries, co-investments)
• Spearheaded launch and marketing strategy for nine new fund offerings
• Organized biannual investor forums and drove customized reporting via iLEVEL, Salesforce, and Intralinks
Hamilton Lane Sales
Vice President —Business Development
9/2007 - 4/2011
Drove sales for firm offerings, specializing in separate accounts, co-investments, secondaries, and advisory services, while building relationships with institutional clients, including consultants, pensions, endowments, and foundations. Led new product formation, research, and go-to-market strategies.
• Built institutional relationships across Northeast and Midwest territories
• Directed formation and launch of $300M China-focused fund
• Secured $300M in new mandates across separately managed accounts and secondary strategies
● ADDITIONAL / EARLIER EXPERIENCE
PRUDENTIAL EQUITY GROUP Sales
Vice President —Institutional Equity Sales
1/2000 - 1/2007
• Managed equity product suite including research and syndicate offerings to institutional clients across the Mid-Atlantic region
• Developed strong relationships with portfolio managers, analysts, and traders at mutual funds and hedge funds
Legg Mason Sales
Associate —Institutional Equity Sales
1/1998 - 1/2000
• Supported senior sales team in executing delivery of institutional equity product including research and syndicate products
• Assisted with market research, client coverage, and trade ideas for regional institutional accounts
University of Delaware Other
Assistant Football Coach — Graduate Assistant
1/1996 - 1/1998
ADVISORY AND CONSULTING ENGAGEMENTS