HomeFunctional experience

Investors & service providers

Institutional due diligence and operating relationships.

Direct work with allocators, founders, auditors, administrators, counsel and banking counterparties through launches, growth and business transitions.

Investor due diligence & institutional readiness

Azora CapitalRole held 2017–2018

$100 million anchor-investor operational due diligence

CFO / CCO

  • Led anchor-investor operational due diligence meetings associated with $100 million of capital.
  • Produced reports and ad hoc analysis for investor letters while coordinating the operating environment across four trading vehicles.
Bay Harbour ManagementRole held 2007–2009

Institutional readiness ahead of a $250 million allocation

CFO / CRO

  • Joined to institutionalize the middle and back office of a distressed manager investing in securities, bank loans and private equities ahead of J.P. Morgan Asset Management’s $250 million allocation.
  • Implemented Advent Geneva to meet a key institutional operating requirement and consolidated financial and risk reporting for internal and investor use.
J.P. MorganRole held 1996–1999

J.P. Morgan — Client Relationship Management & Risk Management

Global Equities & Risk Management

  • Held client relationship management and risk-management responsibilities in global equities.

Investors, advisors & operating providers

Covara CapitalRole held 2025–present

Founder, strategic investor and advisor coordination

Partner · COO / CFO / CCO

  • Work with the founder, strategic investors, counsel, auditors, fund administrators and banks on operating decisions, governance and risk management.
  • Oversee service-provider relationships across the management company and offshore investment structures.
Yarra Square PartnersRole held 2019–2025

Investor communications through business transitions

Partner · COO / CFO / CCO

  • Managed prime brokers, fund administrators, auditors, legal counsel, technology providers and institutional-investor relationships.
  • Oversaw investor communications and operational management through market volatility, investor transitions and the eventual wind-down.
Azora CapitalRole held 2017–2018

Three prime brokers and three administrators

CFO / CCO

  • Onboarded and managed prime brokers, fund administrators, auditors, separately managed accounts and outside counsel.
  • Coordinated reporting across four trading vehicles, three prime brokers and three administrators.

CONTINUE THE CONVERSATION

Let’s connect.

Connect on LinkedIn