Seasoned financial services executive with extensive experience managing client assets and leading teams across a wide range of business ventures. Respected thought leader across topics covering asset management, corporate finance, economic analysis, business leadership, and fintech. Career Highlights: Currently lead a financial services business focusing on wealth management with offices in Dallas and Austin: - Spearheaded two leveraged buyouts of long-standing wealth management businesses within a one-year period - Grew revenue by 35% within the first year leading the business and 80% over a three-year period - Successfully lifted a division out of another investment manager to drive non-organic revenue growth - Serve as a member of the Forbes Finance Council Lead a division within a Chicago-based investment management firm with roughly six billion in assets under management: - Assumed leadership role overseeing multiple investment strategies - Worked with the company’s Board to shift the firm’s investment approach across multiple funds - Within a one-year period, previously underperforming funds were recognized among the top ranks within their respective categories - Optimized the investment and operations team to enhance performance while reducing costs. Within 18 months, profitability had increased by over 60% while investment performance, operational processes, and client service were all significantly improved Launched a mutual fund company from scratch: - Built the investment and operations team while securing Board approval regarding the investment strategy and structure. - Within a one-year period of time, the fund was recognized as a “Category King” by the Wall Street Journal. https://cap-ideas.com/ https://profiles.forbes.com/u/7744a16f-41ef-41e5-914c-756b2662d746