Sector Experience

Retail
Travel & Hospitality
Telecom
Financial Services
Real Estate
31
years

Years of Experience

1/17

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
Iceberg Real Estate Finance
Managing Director
04/2016 - Present
Portfolio Manager responsible for sourcing and structuring Special Situations investments in public real estate companies. Also advise and consult institutions on their real estate holdings, public and private. Manage two strategies ( Income, Special Situations) and currently developing hedged / principal protection strategy for institutional client. All strategies are currently related to public real estate securities / REITs.

Forum Partners Finance
Managing Director
03/2012 - 04/2016
Global Portfolio Manager responsible for investing in public real estate securities in four different strategies including the Income, Alpha, Core and Long-Short / Hedged portfolios; directed and led bottom up research effort overseeing a team of investment analysts. Responsible for new business development including sourcing and structuring private equity investments for The Americas.

BeachStreet Capital / Maroon Capital Finance
Managing Director
07/2004 - 03/2012
Responsible for business development, advising clients on buy and sell side strategic investments. Advised high net worth and institutional investors on real estate holdings ( public and private ).

Morgan Stanley Finance
Managing Director
07/1993 - 07/2004
Portfolio Manager of US REIT Fund. Responsibilities included overseeing bottom up research, business development, and raising capital; Sourced, structured and managed investments for RE Special Situations Fund.