Pennington Partners, a private strategy and investment firm with over $4 billion in AUM, is built on serving the complex needs of wealthy families. As Co-Founder and strategic partner, I have contributed to its design and growth, focusing on tax-advantaged investing, exit planning, and personal financial administration. My role includes serving on the investment committee, aligning investment strategies with client objectives. With over 15 years of leadership in private equity and family office sectors, I bring expertise in financial operations, strategic planning, and investment oversight. My background as CFO at NGP Energy Technology Partners and NaviMed Capital has honed my skills in f