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Executive Board Member
Apr 2013
In today’s high-tech, fast-paced global environment, the business climate seems to change as rapidly as the daily news. But no matter how much or how fast our world changes, one thing remains constant—the need for outstanding leaders: those who can take themselves and their companies to new levels of success. Creating such leaders is the business of SMU Cox.
Experience · 6 entries
All (6)
Investments (1)
Board (1)
2015
Managing Director and Wealth Manager
Oct 2015
First Republic is now part of JPMorgan Chase.
Our commitment to provide extraordinary client service has not changed. Our mission continues to be understanding your individual needs and responding with personalized solutions. Our service model is now backed by the strength and stability of JPMorgan Chase, an institution that has been a leader in financial services for more than 200 years.
Website: www.firstrepublic.com
See full social media terms and conditions at chase.com/socialterms.
2013
Mentor and Limited Partner
Nov 2013
AF Ventures is a consumer fund investing in emerging growth stage businesses across food & beverage, health & wellness, personal & household care, beauty and pet. We typically look for companies between $5-30M+ of topline revenue at the time of investment with fundamentally sound unit economics that allow for sustainable growth. With over 30 portfolio companies, we have deep connectivity throughout the consumer packaged goods ecosystem having been an early pioneer in the space and growing the franchise over multiple funds. For more information on AF Ventures, visit www.afventures.vc.
Executive Board Member
Apr 2013
In today’s high-tech, fast-paced global environment, the business climate seems to change as rapidly as the daily news. But no matter how much or how fast our world changes, one thing remains constant—the need for outstanding leaders: those who can take themselves and their companies to new levels of success. Creating such leaders is the business of SMU Cox.
C
Constellation Wealth Advisors
Principal
Apr 2013
2011
M
Morton Capital Management
Managing Principal, New York Office
May 2011
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