About
Member of the advisory board.
Experience
- 1812 Park, LLCFounder & CEOcurrent2014 β presentDenver, Colorado, United States
- CAIS GroupIndependent Board Member & Strategic Advisorcurrent2018 β presentGreater New York City Area
- Vestigo VenturesMember Board of Advisors & Investor - FinTech Financial Servicescurrent2016 β presentCambridge, MA
- AdvicePeriodStrategic Advisor/Exec Team Membercurrent2014 β presentGreater Los Angeles Area
- Laird Norton WetherbyBoard member & Strategic Advisorcurrent2023 β present
- NorthRock PartnersBoard member & Strategic Advisorcurrent2018 β present
- Waldron Private WealthStrategic Advisor & Board of Advisorscurrent2014 β presentPittsburgh - Wash DC - Philadelphia
- PEAK Financial Group | Groupe financier PEAK (PEAK)Strategic Advisor & Board of Advisorscurrent2016 β presentMontreal, Canada
- WBIIndependent Trustee of varous actively managed ETF'scurrent2014 β presentRed Bank, NJ
- Next Capital Management LLCStrategic Advisorcurrent2014 β presentGreater New York City Area
- Welch Hornsby, Inc - sold to CapTrustStategic Advisor2017 β 2022Birmingham, Alabama Area
- CAPTRUSTStrategic Advisor2020 β 2021
- CressetStrategic Advisor2019 β 2021Greater Chicago Area
- Silver Lane Advisors (sold to Raymond James in 2019)Board of Advisor & Strategic Advisor2016 β 2019
- AdvizrBoard of Advisor & Investor (Sold to Orion in 2019)2015 β 2019New York
- QuovoInvestor (Sold to Plaid in 2019)2015 β 2019Greater New York City Area
- Lexington Wealth ManagementStrategic Advisor (Sold to Hightower in 2019)2014 β 2019Boston
- Diversified TrustStategic Advisor2017 β 2018Southeast Region
- Signature Family Wealth AdvisorsStategic Advisor (Sold to Brown Advisory in 2018)2017 β 2018Norfolk, Virginia Area
- Betterment InstitutionalInvestor2014 β 2018Los Angeles & New Yorik
Education
- Binghamton UniversityBachelor's degree, Accounting1978 β 1981
Colleagues at Vestigo Ventures
Anders Brownsworth
Investor at Vestigo Ventures
Asiff S. Hirji
Investor at Vestigo Ventures
Bill McCarran
COO at Vestigo Ventures
Brigitte Madrian
Investor at Vestigo Ventures
Chris Dean
Investor at Vestigo Ventures
Darlene DeRemer
Investor at Vestigo Ventures
Dave Blundin
General Partner at Vestigo Ventures
Dominic Lloyd
Investor at Vestigo Ventures








