Over 35 years in investment banking and private investing
Investments made and structures used on behalf of institutional and family office investors include venture funding, mezzanine and real estate financing, new market tax credits, private funds, and control and non-control equity in established businesses
Partner in three private equity funds totaling over $1.7 billion
Prior firms initiated and closed investments in 25 portfolio companies representing approximately
$1.3 billion in equity in transactions with an aggregate value of over $8 billion during his tenure
Worked out of Hong Kong SAR of the Peoples Republic of China from August 2006 to June 2007 to develop Asian market understanding, relationships and resources for Pasadena Capital Partners in United States-based investments
Served on numerous public, private and charitable boards of directors