United States
Advises family businesses, family offices, and private owners on governance, succession planning, leadership development, and long-term business strategy. Works with families navigating complex ownership structures and generational transitions while helping build sustainable organizations and lasting legacies. Passionate about leadership, business growth, and helping organizations build for the long term. Alongside advisory work, has developed a strong interest in private investing, partnering with founders and business owners across healthcare, consumer products, business services, technology, and other emerging industries. Enjoy learning from people with different experiences and perspectives and having meaningful conversations across industries, cultures, and professional backgrounds.
Invest in private businesses and emerging companies across healthcare, consumer products, business services, technology, and selected specialty sectors. Conduct due diligence and support strategic growth initiatives. Partner with founders on long-term value creation and business development.
Led advisory engagements involving governance design, ownership structures, and succession planning. Worked directly with founders, boards, and next-generation leaders. Managed project teams and coordinated multidisciplinary advisory engagements.
Conducted research and analysis related to family business governance and ownership structures. Supported succession planning and next-generation leadership initiatives. Assisted with strategic planning projects for family-owned enterprises and family offices.
Supported wealth advisors serving high-net-worth individuals and family office clients. Assisted with portfolio construction and asset allocation analysis. Participated in estate planning and wealth transfer discussions.
Supported strategic planning and business transformation initiatives for multinational organizations. Worked on cost optimization, operating model design, and enterprise performance improvement programs. Partnered with senior client stakeholders on long-term growth and operational strategy projects.
Worked on strategy and operations projects across multiple industries including technology, healthcare, and industrial sectors. Supported operational improvement initiatives, market expansion planning, and organizational transformation programs. Coordinated with cross-functional client teams on business optimization and strategic execution projects.
Conducted market research, financial analysis, and business modeling for client engagements. Supported consulting teams on operational strategy and performance improvement initiatives. Assisted with data analysis, industry research, and early-stage strategic planning projects.