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

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