Commerce Street Investment Management (CSIM) is an independent investment firm (RIA) that provides full discretionary investment management solutions for endowment, family office and high-net-worth clients. •Oversee the management of discretionary multi-asset class investment portfolios with the goal of providing higher risk adjusted returns, reducing fees, and managing underperformance risk. •Develop due diligence and governance policies and handle the construction of investment policy statements, including strategic and tactical asset allocation plans for clients. •Lead the development of the investment strategy pipeline, sourcing and due diligence of new investment opportunities, creation of asset allocation models and fulfilment of reporting needs. •Construct and implement the firm’s investment platform that includes the development of alternative investment vehicles to deliver attractive risk adjusted returns and provide diversification to client portfolios. •Engage in new business development and represent CSIM at various investment industry events and conferences to build the firm’s brand recognition and increase market presence.

GuideStone Financial Resources (GSFR) is a financial services firm with $2.1 billion AUM related to the firm’s internal fixed benefit and strategic reserve funds and $400 million AUM in discretionary OCIO related assets. •Led the research and due diligence activities for private market investments in the firm’s directed assets fixed benefit fund, strategic reserves, endowment, and pension fund portfolios. •Worked with the firm’s external investment consultants to develop asset allocation strategy, source new investment managers, ensure timely and accurate fund monitoring and performance reporting. •Identified dislocations and investment opportunities across all markets on a global basis and articulated such opportunities to the internal Investment Management and Research Committee and Investment Policy Committee. •Evaluated the appropriateness of investment management firms and strategies in relation to portfolio construction needs and determined the attractiveness of implementing new strategies for the firm.

Fund Evaluation Group (FEG) is a full-service investment consulting firm based in Cincinnati, Ohio that advises $61 billion in endowment, foundation, and family office assets and $5.4 billion in OCIO relationships. In December 2016, FEG acquired Larry Thompson & Associates (LT&A) to establish a Texas office and enhance their research capabilities. •Served as FEG's primary lead investment professional in the Dallas office for researching public and private market investment strategies, including buyouts, venture capital, energy and real estate investments. •Handled the due diligence efforts for new investment opportunities and prepared comprehensive research reports and presentations for the firm's Investment Policy Committee (IPC) and client investment committees. •Collaborated with colleagues to provide input and feedback in research team discussions on strategic/tactical asset allocation decisions and to determine the suitability of adding new strategies to the research pipeline. •Developed and implemented highly successful absolute return (hedge fund) and private equity investment programs that utilized different vehicles of implementation and provided true sources of diversification.

Chartered Alternative Investment Analyst