Co-head, Energy investment banking group.
40 years on Wall Street primarily at major Wall Street firms including Donaldson, Lufkin & Jenrette, Goldman Sachs and Merrill Lynch; Expert in strategic financial advisory and transaction execution; Headed exclusive sale and merger/acquisition groups and completed over 200 merger and acquisition transactions.
Chief Investment Officer, Bakken Energy, LLC, a clean hydrogen firm; Director, Ocudoc, Inc., a digital autorefractor company; Advisor, Yamo Pharmaceuticals, a biotech company developing drugs to treat autism; Former Partner, Muirfield Capital Global Advisors, LLC, an Alternative Asset Management Firm.
Advisor to major universities concerning technology commercialization; Member, Ohio State Foundation Board and its Investment Working Group, advising the CFO, The Ohio State University, Endowment matters; Co-founder, UCLA Fink Center for Finance & Investment.
Board Member of numerous public and private companies as well as nonprofits, including Catholic Charities of New York, leading the Program and Quality Improvement Committee.
B.A. summa cum laude, The Ohio State University; MBA, UCLA, Edward Carter Scholar.