Bio
- Previously Principal at Focus Financial Partners; Vice President at First Republic; Luminous Capital ($6B+ RIA)
- B.A. in Economics and B.S. in Business Administration (Haas Undergraduate Program) from UC Berkeley; MBA from The Wharton School of the University of Pennsylvania; CFA Charterholder
Areas of Interest
- Deal Type
- Acquisition, Development, Opportunity Zone, Partner Buyout
