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Founding Investor
May 2022
The Cashmere Fund invests in companies we believe can benefit from influence to grow faster than their competitors. Where possible, we work with management teams that are backed by venture capitalists we respect, helping them scale while creating positive, self-sustaining environments for our companies to thrive.
Experience · 5 entries
All (5)
Investments (1)
2026
Senior Research Analyst, Private Capital
Jan 2026
At Oliver Wyman, a Marsh business, we bring deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative moments.
As a business of Marsh, we work alongside the world’s leading experts across risk, reinsurance and capital, people and investments, and management consulting. Together with Marsh Risk, Guy Carpenter, and Mercer, we help organizations build resilience and competitive advantages from every angle. With annual revenue over $24 billion and more than 90,000 colleagues in 130 countries, Marsh helps build the confidence to thrive through the power of perspective
2022
Founding Investor
May 2022
The Cashmere Fund invests in companies we believe can benefit from influence to grow faster than their competitors. Where possible, we work with management teams that are backed by venture capitalists we respect, helping them scale while creating positive, self-sustaining environments for our companies to thrive.
2021
Research Analyst
Apr 2021
EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public.”
2020
Finance Associate
Jul 2020
NextEra Energy, Inc. (NYSE: NEE) is one of the largest electric power and energy infrastructure companies in North America and is a leading provider of electricity to American homes and businesses. Headquartered in Juno Beach, Florida, NextEra Energy is a Fortune 200 company that owns Florida Power & Light Company, America’s largest electric utility, which provides reliable electricity to approximately 12 million people across Florida. NextEra Energy also owns one of the largest energy infrastructure development companies in the U.S., NextEra Energy Resources, LLC. NextEra Energy and its affiliated entities are meeting America’s growing energy needs with a diverse mix of energy sources, including natural gas, nuclear, renewable energy and battery storage.
For more information about NextEra Energy companies, visit these websites: www.NextEraEnergy.com, www.FPL.com, www.NextEraEnergyResources.com.
2019
Investment Analyst, Investment Committee Member ($5M+ Portfolio)
May 2019
The Roland George Investment Fund is a student run investment fund that manages ~$7.2M of capital. The Roland George Program develops their own investment goals, objectives and criteria to manage the portfolio.
Students in the program learn the essential functions of portfolio management by being exposed to a variety of leadership opportunities within the program. Students also utilize softwares such as the Bloomberg Terminal and Thomson Reuters Eikon to perform multivariate investment research and analysis.
Students must defend their recommendations to other students and an investments committee, dominated by students who function much like the senior strategy group of an investment management firm. Their goal is to earn a return that funds the acquisition of special systems and software for the program, as well as to meet operating expenses. Presentations are held in a corporate-like boardroom setting in the Lynn Business Center. Twice a year, student presentations are open to the greater community at RGIP Public Trustee Meetings.
Program size is limited to roughly 40 students and is made up of two class sections, Equity Fund Management and Fixed Income Management.
The Roland George Program program was started on August 20, 1980 when assets of $500,000 were endowed to Stetson University. This gift fulfilled the dream of the late Mr. Roland George. He believed that students learn best from hands-on real world experience and has fulfilled his wishes to give current students an experience unlike any other.
