At my core, I believe wealth creation is a well-planned journey that requires strategic partnerships and direct equity ownership. I’ve lived this philosophy, taught it to financial advisors worldwide, and helped wealth and asset managers integrate it into portfolio construction through innovative investment vehicles.
 
At Invesco and Merrill Lynch, I played a key role in raising $350B across asset classes, including private equity, spanning mutual funds, ETFs, UITs, sub-advised strategies, SMAs, and collective trusts.
 
With over 35 years of hands-on leadership, I’ve driven innovation across the S-curve, designing and executing business development, commercialization, and transformation strategies in Private Equity, Venture, and M&A. My expertise in business and client acquisition, alongside globalization strategies for Fortune 500 firms, has consistently delivered growth and crystallized wealth.
 
At iPC, I have the privilege of working with ethical, forward-thinking partners to drive meaningful change. We focus on value creation in healthcare (oncology and leading disease therapies), energy transition (mega-scale renewables, power storage, and critical metals), and technology (as an enabler).
 
Above all, my approach is guided by stewardship, ensuring that both investors and partners have a trusted hand shaping their wealth journey and future generations. Together, through innovation and aligned impact, we can bend the curve toward a better world.