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Experience · 10 entries
All (10)
Investments (7)
Board (6)
2022
Managing Director, Wealth Advisor at William Blair
Dec 2022
William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity research. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs.
As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Social Media Disclaimer: williamblair.com/Disclosures#social
Managing Director
Jan 2022
Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. Founded in 1818, we have a 200-year track record helping clients innovate and navigate complex financial markets. As a private partnership, we are uniquely built to put clients first and create success that lasts.
Our 6,000 employees across BBH’s 18 offices serve clients through two focused business lines: Investor Services – offering innovative operating model solutions and asset servicing in 90 markets; and Capital Partners – offering multi-family office services, investment management, private equity, corporate advisory, and banking. Please visit bbh.com to learn more and meet our team.
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This material is provided for informational purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell or a solicitation to buy securities or investment products. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. This material does not comprise an offer of services. Any third party website links are for your convenience only and are not an endorsement or recommendation by Brown Brothers Harriman ("BBH") of the websites or products/services offered. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code or for promotion, marketing or recommendation to third parties. Unauthorized use or distribution without the prior written permission of BBH is prohibited. This content is approved for distribution in member states of the EEA by Brown Brothers Harriman Investor Services Limited, authorized and regulated by the Financial Conduct Authority (FCA). BBH is a service mark of Brown Brothers Harriman & Co., registered in the United States and other countries. © Brown Brothers Harriman & Co. 2025. All rights reserved.
2020
Board Member of the Penn State University Endowment / Investment Council
Feb 2020
There’s a reason Penn State consistently ranks among the top one percent of the world’s universities. Across 24 campuses, our nearly 88,000 students and 17,000 faculty and staff know the real measure of success goes beyond the classroom—it’s the positive impact made on communities across the world.
From access to state-of-the-art resources to interdisciplinary pursuits in collaborative atmospheres, a Penn State degree is more than an education. The experiences and knowledge gained here will form the foundation for the lives our students build. Their contributions to the world begin with a Penn State degree.
We Are Penn State.
2019
Investor / Member
Jul 2019
Robin Hood Ventures is a group of angel investors, focused on early-stage, high-growth companies in the Greater Philadelphia region. We help entrepreneurs build great companies, providing capital, mentoring, expertise and connections to help companies reach their potential. Robin Hood generally invests $250k to $500k, and collaborates with angels, institutions and VCs in our network. We invest as a single entity in businesses we know and understand, in a way that gets deals done. Since 1999, we have invested in over 45 companies in industries including software, medical devices, biotech, internet and financial technology.
2018
P
Penn State Smeal College of Business Board of Visitors
Board Member
Apr 2018
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Investment activity
2015–2020 · 7 investments
Recent (last 2 years)Earlier
