Experience

As a Managing Director for Private Equity Services, I bring 20+ years of experience in private equity, consulting, and financial services to the Point B Capital team. My past focus has been on business development, strategy and in managing the deployment of operational assets to assist in company transformations. Prior to joining Point B Capital, I led the private equity services arm of a family office based in Colorado, where I worked to diagnose, prioritize, and mobilize resources to drive growth for their portfolio companies. I also helped to source opportunities and create products to expand the firm’s capabilities in existing and new markets. Previously, I was a Senior Vice President for the Gerson Lehrman Group (GLG), where I helped lead sales and strategy for the Western Region across the firm’s Private Equity, Investment Management, and Strategic Projects platforms. I began my career working for Banc of America Securities as well as Cantor Fitzgerald and hold a B.A. from the University of Southern California.

Community Involvement

Board Member, Changeist  
Volunteer, Network for Teaching Entrepreneurship

Education

B.A., University of Southern California