
- Principal at a growth equity / late-stage VC fund affiliated with Credit Suisse, 7+ years experience within the role. Lead deal sourcing, structuring, diligence, execution and recruiting efforts. Started buyside career as an associate at the fund
- Investment focus on technology selling into financial services (Fintech, enterprise software, market structure, robo-advisors, DLT, ad-tech, specialty finance, insurance, regulatory-tech and clean tech platforms)
- Previous experience 3+ years at Credit Suisse in Investment Banking / Equity Research – large-cap TMT coverage
- Prior experience includes merchant banking (Investment Banking + Special Situations Investing) at a JV between a top 5 PE fund and top 3 bulge bracket institution
- Lead recruiting efforts at all levels on both buy-side and sell-side
- BSc in Finance and Management from the Wharton School at the University of Pennsylvania – graduated / navigated early career in the midst of the financial crisis
- CFA Charterholder
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