I started my career in investment banking M&A, where we assisted founder-owners and family-run businesses through ownership transitions. Through this experience, I realized I wanted to continue advising families in the next stage of their wealth journey by evaluating investment opportunities.
I focus on private investment opportunities across asset classes. In my previous role, I led strategy and invested across private markets on behalf of a large single-family office in London. I had previously made principal investments in private equity for one of the largest public pension funds. Building on these experiences, I balance institutional rigor with a personalized approach to investing.
When I was looking for the next step in my career, I knew I wanted to work with like-minded professionals. What set Caprock apart was not only a team of exceptional individuals but also a culture that is aligned and committed to the clients we serve.
I’ve been fortunate to guide families in building and preserving their legacy, from helping a second-generation family navigate a business sale to supporting a third-generation family in establishing a family office and introducing private markets. What I’ve valued most is the opportunity to provide thoughtful, personal guidance on matters that truly shape their future.
