Managing Director
M&A Experience
- 20+ years of investment banking, advisory, capital markets and valuation experience
- Former Managing Partner at Orchard MB
- Former Managing Director at Boxwood Partners
- Former President & Owner of International Assets Advisory, specializing in creation and design of various investment vehicles for capital raising purposes
- Founder of valuations.com, a website designed to make segments of the finance industry more accessible and transparent
Additional Highlights
- Chapter Chair, YPO Orlando
- Member/Former Member of YPO chapters (Florida, Orlando, Bahamas, Caribbean)
- Chartered Financial Analyst (CFA)
- Former Senior Grader, CFA Examination (10 years)
- AdventHealth Sharing Smiles Board Member, two‐time nominee for Florida Hospital Volunteer of the Year
- Board Member, Orlando Police Foundation
- M.B.A. in Accounting/Finance from the Crummer Graduate School of Business at Rollins College
- B.S. in Finance from Stetson University