University of Wisconsin-Whitewater

Retired

Fabric

Co-Founder and Head of Strategy

Chief Operating Officer and Co-Founder

Head of Strategic Development

Senior Partner responsible for all aspects of Compliance, Client Services and Back Office Operations for the Wealth Management and Family Office services of the firm.

5TQ Capital, LLC

Senior Partner, Chief Operating and Compliance Officer

Family office board level advisory and consulting services including, executive and investment consulting and management, operational, compliance and risk management responsibilities for Single and Multi-Family Office firms.

Argos Wealth Advisors, LLC

Co-Founder Managing Partner - Argos Wealth Advisors, also advises Private Single Family Offices

Interim role focused on revitalizing wealth advisory business within Bank structure and rebuilding organization, back office and front office structure, investment strategies and services.

Tamalpais Wealth Management

Interium CEO and President

Head of Acquisitions for U.S. Wealth Advisory and Family Office segments and COO of myCFO (post acquisition).  Executive and Board level participation.

DLJ, CSFB, Harris Private Bank/myCFO

EVP and COO

Harris Bank and Harris myCFO

COO and Head of Corporate Development

Reported to CEO, heading up the U.S. mergers and acquisitions strategy for this $24 billion AUA Canadian Corporation. Lead U.S. executive responsible for identifying, negotiating and managing all aspects of the acquisitions of investment management firms, CPA and broker dealers firms. Orchestrated acquisitions such as: Rienhardt Werba, Bowen (RWB) $1.6 billion AUM, NKS, Steinberg Moorad & Dunn; and FCG, a broker dealer with $6 billion assets. 
	Played a key U.S. role in the launch of Assante’s $75 million IPO

Assante - Loring Ward MFO

Variety of executive management, strategy and relational Institutional roles in the Schwab Institutional and Schwab Investment Management Groups over a number of years all focused on building solutions for the wealth advisor and investment management segment.

Schwab Institutional

Private Family Office and Investment Company

Jeff Roush