Results-driven executive with 20+ years of experience managing $3B+ in private funds.
Expertise in developing and executing strategies to scale organizations at critical inflection points, optimizing costs relative to firm size and goals.
In-depth understanding of macro and micro business dynamics, consistently driving superior outcomes.
Proven collaborator with senior leadership to execute the firm's vision, empowering teams to achieve exceptional results.
Passionate about implementing cutting-edge operating models, advanced analytics, and data science to optimize performance across all functions, from front to back.
Broad expertise across diverse asset classes, including complex derivatives and traditional investment products.
Overview
25
25
years of professional experience
Work History
Chief Operating Officer
Crosby Resource Capital ($2B Millennium Seed)
01.2024 - Current
Played a key role in building a multi-manager, vertically integrated commodity investment business from inception, working closely with the founder to establish front-to-back infrastructure. Onboarded 12 investment team members in less than than a year.
Act as the primary relationship manager with Millennium, developing a nuanced understanding of their complex organizational structure to ensure seamless execution and collaboration.
Partner with the investment team to develop advanced trading models and analytics, enhancing investment strategy and performance.
Oversee all non-investment functions of the firm, including operations, compliance, technology, and strategic planning.
Chief Operating & Compliance Officer (acting CFO)
Lloyd Harbor Capital Management
04.2022 - 01.2024
Managed diverse investment vehicles, including hedge funds, private equity, hybrid strategies, and listed ETFs.
Oversaw all non-investment functions across a broad mix of investment instruments.
Partnered with founders to institutionalize and scale the business, driving 3x capital growth and 2x investment team expansion.
Identified a material tax reporting error during accounting review, leading to legal resolution with a top 10 accounting firm and resulting in damages awarded.
Maximized tax benefits by restructuring a complex entity structure.
Fractional COO & Operating Consultant
LEVVR (Business Owner)
02.2020 - 04.2022
Worked with 10+ diverse clients cross-functionally to improve business operations across all areas, leading to material improvements to their efficiency along with saved expense.
Upgraded sales, investment & operational processes using data science/advanced analytics, leading to better decision-making & increased revenue.
Diagrammed and evaluated existing processes to identify gaps and developed roadmaps to execute solutions.
Chief Operating Officer
Senvest Management ($3.1BN AUM)
01.2014 - 02.2020
First non-investment hire working with principles to transform a 15-year-old family office into an institutional-grade hedge fund.
Over ~3 years, helped scale firm's business from $800M of mostly internal capital to $3.1BN with majority of institutional capital
Implemented comprehensive executive leadership program and training programs to develop employees, resulting in better alignment across the team with 5x employee growth.
Investments: Worked alongside the investment team to implement investment operating structure across idea generation, portfolio investment monitoring, portfolio risk and data science integration leading to increasing the funds' P&L by +$50M during the first 18 months (12:1 ROI).
Compliance Regulatory/Legal: Worked closely with CCO to develop robust compliance program. First SEC exam lasted 11 months, led by their Head of Examinations. Outcome put us in 99th percentile based on SRZ statistics.
Finance/Ops/Treasury: Transformed back-office operations using technology and outsourcing, resulting in ~$2M of annual savings
Chief Financial Officer
Buckingham Capital Management ($2.7BN AUM)
01.2004 - 01.2014
Responsible for and actively engaged in all non-investment hedge fund & asset management operations
Significantly institutionalized (pre/post-Madoff) non-investment functions of firm, helping to scale +3x AUM to $2.7BN
Restructured Fund's legal entities, managed accounts, tax structure, and accounting to save partners $15MN+/year in taxes. Incentive conversions from fee to allocation
Built out firm's finance and treasury functions, saving portfolio $5MN+ stock loan fees & financing.
Assistant Director of Global Operations
Gamco Investors ($40BN AUM)
10.2000 - 01.2004
Global Asset Manager with numerous investment products, including +30 mutual funds, +20 hedge funds, and over 2,000 managed accounts
Investing across capital structure, in every asset class, across all S&P verticals and market caps
Managed daily operations and accounting for Mutual Funds & Hedge Funds businesses with $20BN+ in assets
Leveraged Microsoft Access to automate many reconciliation tasks, leading to significant time savings and fewer errors.