Specialized in private and alternative investments within the lower to middle market, with a focus on private equity, private credit, infrastructure, real estate, and low-correlation strategies. I have deep experience in tax-efficient investing for ultra-high net worth families, helping to save and defer over $100 million through tax-efficient investing and structuring across all private asset classes. Previously at Wilshire Advisors, where I helped manage $35 billion in AUM and deployed $2 billion annually on behalf of institutional clients. I’ve led diligence, execution, and closing of 35+ fund commitments, co-investments, and secondaries globally, and took an active role in mentoring a