Expert Qualifications
This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and has contributed to various industry publications. Most recently, the expert served as a Senior Advisor for Prospect Capital Management. He was previously the Managing Director and Global Head of Strategic Business Development at Alphabridge Capital Management and also served as a Senior Vice President with WR Group Holdings. He began his career in various I-banking and private equity positions, including roles with Merrill Lynch and National Westminster Bank.
Bio Snapshot
- Location: CT
- BS, Business Administration, Boston University
- MBA, Stern School of Business, New York University
- Level I, Chartered Alternative Investment Analyst, University of Massachusetts
- Member, Institute for International Research
- Former, Assistant Vice President of the North American Project Finance Department, Union Bank of Switzerland
- Former, Investment Banking Associate, Merrill Lynch Capital Markets
- Former, Associate Director of Investment Banking, Canadian Imperial Bank of Commerce
- Former, Director of Merchant Banking, Pacific Harbor Capital
- Former, Director of Equity Capital Markets, Burns Fry Inc.
- Former, President & Managing Partner, Forest Investment Management
- Former, Managing Director of Institutional Business Development, Alpha Investment Management
- Former, Executive Vice President & Chief Operating Officer, Para Advisors Inc.
- Former, Managing Director & Global Head of Strategic Business Development, Geronimo Partners
- Former, Senior Vice President of New Business Development, WR Group Holdings
- Former, Managing Director and Global Head of Strategic Business Development, Alphabridge Capital Management LLC
- Former, Senior Business Development Advisor, Prospect Capital Management
- Current, Investment Consultant, Independent
