I have been walking around Wall St. with a common man's coat since I started in the industry in 2006, working for a proprietary investment fund set up by struggling Investment Banks during my time as a student at CSUB, where I was also the President of FMA (Financial Management Association). Later I completed my undergraduate studies in Investment Finance & International Business, and after finishing my MBA focused towards Financial Economics & Capital Markets I joined Morgan Stanley. It was during that time where I worked in broad functions from Wealth Management to M&A, and many other core processes at the firm. I am an ambitious and enthusiastic individual, who has focused my career to harness the power of Capital Markets to make the world a better place. After spending time at Morgan Stanley during the acquisition of Smith Barney, I then took that passion to the Family Office Industry, Eventually working my way up to Chief Investment & Strategy Officer for a group of Global Family Offices. Since taking this role, I have grown my work in Healthcare, Information Technology, and countless other Industrial Ventures. I am also on the Board of Directors for Private Venture Funds and starts ups.
Throughout my career, I have developed a unique ability to explain complex scientific and capital market issues in a language that simplifies decision making and outcome understanding. I enjoy building models to help bring meaningful disruption for the purpose of driving industry forward and reaching for higher values in the pursuit of transforming society. My belief that comfort and greatness rarely coexist has been central to the theme of the how and why to solve problems that matter. The Ability to disseminate information, make a decision, and act upon those decisions are central to money management and are skills that I excel at. Breadth and Depth of Investment Principles from Fundamental, Technical, and Intuitive factors are the unique blend of skills that position myself ahead of the curve and give me the ability to anticipate.