As an investment consultant helping financial advisors build diversified portfolios across public and private markets. As Head of Investments at a Chicago-based multifamily private equity firm. Most recently leading capital activity accounting and reporting at a leading fund administrator and private markets technology firm.
That combination of investment strategy, asset management, and fund operations doesn't come up often in one person. Having lived on each side of the table changes how you approach problems. You ask different questions. You understand what the person across from you actually needs. And you understand the workflows and processes behind the work, not just the outputs, but how things actually get done day to day.
I recently launched an independent consulting practice working with GPs, investment teams, and financial operations professionals who need senior level support on a project or ongoing basis. The work spans financial modeling, performance reporting, waterfall and carried interest modeling, investor reporting, model QA, and middle and back office operations.
AI is central to how I work but my starting point is always the process. A lot of what teams accept as standard workflow was built around tools and limitations that no longer exist. Before automating anything, I make sure we're solving the right problem.
