Founded startup – preparing for launch
Frequent investor in pre-seed and seed angel rounds, and occasional venture rounds
Advisor to fintech software firm that provides values-based portfolio research and audits (e.g., climate, DEI, BIPOC, faith)
Leading asset management, financial planning, tax preparation and tax planning unit for the bank following acquisition
Founder and chief executive officer, successfully raised equity via 2 fundraising rounds
Director and treasurer, board of directors
Advisor to executive team and member of advisory board
Hiked for approximately 1.5 months, beginning in France, and ending near the Atlantic coast of Spain/Portugal
I’m an entrepreneur that enjoys building relationships and businesses. I’m actively investing in private companies (angel/seed investments to late stage).