Accomplished investment executive with 18+ years of experience guiding institutional, corporate, and mission-aligned portfolios through critical inflection points. Skilled in capital planning, asset allocation, governance design, and stakeholder engagement. Led strategic investment operations at Daman Insurance, managing a $700M multi-asset portfolio and advising board-level investment decisions. Experienced in ESG, alternative assets, and due diligence for direct investments. Proven ability to partner with founders, family offices, and nonprofits in fractional and advisory capacities. CFA Charterholder and MBA graduate with Series 7 & 66 FINRA licenses.

Location

USA