Effective communicator.
Emotionally intelligent.
Trustworthy.
Confident and personable.
Able to diagnose problems and prioritize actions to address and solve them.
Team leader and facilitator.
Enjoys a challenging work environment and always brings a positive, contagious attitude.
Twelve-year professional career underwriting, investing in, and working alongside middle market companies across a variety of industries.
Board-level analysis and communication experience.
Assisted on over $500 million in cumulative investments across various tranches (control equity, minority structured equity, mezzanine debt, and senior debt).
Interests
Science and Innovation
I live for science documentaries, nature shows, and series which explore the forces that shape the seen and unseen universe. I enjoy learning about anything from quantum physics and string theory (keep it high level...) to how companies manufacture everyday items. One of my dream jobs is to work on the investment committee for DARPA, and one day, I hope to have my own mini observatory.
Business and Startups
My job allows me to meet with some extraordinary leaders, many of whom have started and grown their own businesses. I am fascinated by their stories and the combination of passion, intellect, teamwork, persistence, and fortuitous timing it takes to build a successful venture.
Here are a few recent business reads:
Creativity Inc. by Ed Catmull
The Infinite Game by Simon Sinek
Principles by Ray Dalio
The Lean Startup by Eric Ries
Business Model Generation by Alex Osterwalder
Sports and Outdoors
I love getting my heart going - whether it be tennis, hot yoga, skiing, and even golf (although that's mostly nerves). I also enjoy fishing, SCUBA diving, and kayaking.
I am a huge Cleveland sports fan and enjoy traveling to home and away football games and attending the NFL Draft (aka the Super Bowl for Browns fans).