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P
Capital Allocation and CIO, Middle Market Investor/Operator
Jul 2025
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Experience · 7 entries
All (7)
Investments (1)
2025
P
Capital Allocation and CIO, Middle Market Investor/Operator
Jul 2025
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2020
Non-Operating Advisor
Jan 2020
Falls Bridge Capital provides global alternative asset fundraising with a particular focus on niche, capacity-constrained investment strategies and emerging managers suitable for institutional investors. Our expertise includes hedge funds, real estate, real assets, private equity, private credit, venture capital and co-investments. In addition to developing long-term investment manager and institutional investor relationships, maintains a commitment to seeking strategies that promote positive impacts on the environment and society.
2016
V
Veteran Opportunity Partners
Chief Executive Officer, Non Operating Advisor
Jan 2016
2011
Partner, Head of Portfolio Management
2011
Newly Sequoia Financial Group since 02.28.23, We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Follow us at Sequoia Financial Group.
*Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
2009
B
Barclays Wealth Management
Capital Markets Execution
2009
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