Financial executive with over 20 years of experience overseeing all financial aspects of privately held and publicly traded companies. As an operating executive, oversaw treasury, accounting, budgeting, reporting, tax, real estate, and long-range planning.
In running a family office, provide vision, direction and leadership to a small staff and external advisors while overseeing all family office services being provided to the individuals, to the various entities and to the endowment which include: financial reporting, cash management, budgeting and other record keeping; investment management and performance reporting; income tax planning and compliance; estate planning and legal services; trust and estate administration; insurance and risk management; operations, human resources administration and other administrative services. Serve as a “gatekeeper” and as the primary interface with the Principals, streamlining the information and questions they need to address, enabling the Principals to focus their time and energy on endeavors which are most meaningful to them.
Significant experience in evaluating investment opportunities across a diverse set of industries including: real estate, media, financial services and biotech (3 acquisitions and over 100 syndicated deals/investments). Knowledgeable about all areas of wealth management (finance, accounting, tax, investment management, trust and estate planning and administration, philanthropy, foundations and endowments, risk management, etc.); adept in counseling and advising family clients on financial and investment matters and assessing risks and opportunities to enable family clients to make good financial decisions.