With over 37 years of experience in the financial services/technology sectors as an entrepreneur and C-suite executive, a solid record of accomplishment in starting and growing companies, fund raising, organizational management, expense management, Board management and participation, and leading corporate liquidity events. Seeking an executive management position in a growing firm with a strong culture and a social conscience where my experience and skills can be leveraged.
Evermore Global Advisors, LLC (the "Adviser") was an SEC-registered investment adviser to Evermore Funds Trust and its Evermore Global Value Fund series (the "Trust"; an SEC-registered investment company), institutional separate accounts and limited partnership funds. At its height, Evermore managed more than $1.3 billion in assets.
Hawthorne Associates LLC was a consulting firm that worked closely with a financial technology private equity firm to introduce and evaluate potential early- and late-stage investments.
LIquidnet Holdings, Inc., and its broker-dealer subsidiaries across the globe, operated the Liquidnet trading platform, an institutional large-block equities trading platform
With the backing of Michael F. Price (a renowned mutual fund investor) and Seth Merrin (former CEO of Merrin Financial Inc.), I acquired certain intellectual property and business assets from New Paradigm Inc., a publicly traded middleware company, and founded VIE Systems, Inc.
With the backing of Michael F. Price (legendary portfolio manager of the Mutual Series funds), Compliance Solutions, Inc. created the investment management industry's first pre-trade portfolio compliance and employee trade pre-clearance software systems.
Heine Securities Corp. ("Heine") was an SEC-registered investment adviser owned and managed by legendary value investor Michael F. Price. Heine was the investment adviser to the Mutual Series funds for which Mr. Price was Portfolio Manager.
In addition to my roles on corporate boards, I have served on the boards/committees of the Summit Area YMCA, Summit Educational Foundation and The Summit Foundation. I have also been a mentor and partner in the Student/Partner Alliance and an active supporter of KIPP NYC and KIPP NJ. I enjoy tennis, paddle tennis, pickleball, golf, and travel.