Founder and managing member of wealth management company specializing in alternative (principal) investments.
ekwity management llc
Managing Member, 2002 - 2008
Founded and managed a specialty financial services firm comprised of three synergistic subsidiaries: 1) a boutique investment bank (including a wholly-owned broker-dealer); 2) a wealth management company specializing in alternative investments; and 3) a financial engineering/consulting group.
Fred Alger Mgmt.
Portfolio Manager, 1997 - 2001
Senior analyst and portfolio manager...primarily small cap public equities...institutional (managed) accounts and mutual funds.
Principal, 1992 - 1997
Principal investor in private equity firm...primarily later-stage VC, buyouts, and special situations.
Donaldson, Lufkin & Jenrette
Equity Research Analyst, 1987 - 1990
Covered multi-industry companies (i.e., conglomerates) and special situations.
W. Palm Beach, FL 33405
Greenwich, CT 06830 - New York, NY 10075 - Healdsburg, CA - Kentfield, CA - Palm Beach, FL 33480 - New York, NY 10128 - New York, NY 10023
Once upon a time...
"I don't mean to brag, I don't mean to boast, but I like hot butter on my breakfast toast..."