Principal with extensive experience in investment management, business building, and fiduciary oversight. Founded Efficient Market Advisors (EMA), a specialized investment management firm, and successfully completed two strategic acquisitions that expanded its capabilities prior to the firm’s sale t…
Principal with extensive experience in investment management, business building, and fiduciary oversight. Founded Efficient Market Advisors (EMA), a specialized investment management firm, and successfully completed two strategic acquisitions that expanded its capabilities prior to the firm’s sale to a major Wall Street Bank. Continued in a senior leadership role for nine years following the transaction. Board experience includes service as a trustee of 40 Act mutual funds and as a board member of a large California public pension system, where I participated in the successful turnaround of a previously troubled organization. Currently focused on acquiring and building lower- and middle-market businesses with durable cash flows and clear opportunities for operational or strategic improvement.
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