Boston, Massachusetts, United States
Alternative investments distribution leader with 20+ years turning "alts are too complicated" into AUM growth — for advisors, and for the platforms that serve them. I've built this from both sides: designing and running a $25B alternative investments platform at Fidelity (quadrupling the number of participating General Partners, growing RIA alts adoption 20% year-over-year), and now leading fundraising and distribution for iCapital's Independent Wealth Solutions team, where I manage a 5-person team spanning Maine to the Great Lakes that has raised $6B+ since inception — after personally scaling the Northeast region from zero to $500M+ in annual sales. What I bring: deep fluency across private equity, private credit, private real estate, and hedge funds; a track record of building the sales infrastructure and manager relationships that make alts distribution actually work at scale; and a genuine belief that private markets access shouldn't be this hard for advisors or their clients. I've spoken on the alts landscape at Fidelity's Inside Track, RIA/IBD and General Partner conferences, and industry podcasts.
Most senior member of iCapital's Independent Wealth Solutions distribution team, managing a 5-person team spanning Maine to Virginia and the Great Lakes to deliver the full iCapital Network platform — private equity, private credit, private real estate, and hedge funds — to RIAs, family offices, endowments, private banks, and IBDs. Built the Northeast region from zero to $500M+ in annual sales and now lead a team that has raised $6B+ since inception.
Advised RIAs, IBDs, and family offices on alternative investment portfolio construction and product sourcing, while representing Fidelity's alts capabilities as a speaker at industry events including Fidelity's Inside Track and various RIA/IBD and General Partner conferences. Built the firm's Alternative Investments Sales Playbook and led national roadshows that grew RIA alts adoption 20% year-over-year.
Oversaw a $25B+ alternative investments platform and a 40+ person operations group, building Fidelity Institutional's AI Product Center in partnership with Morningstar, CAIS, Goldman Sachs, and BlackRock. Ran the industry's largest accredited, no-transaction-fee alts platform — sourcing every GP/manager, negotiating platform terms, and quadrupling the number of participating General Partners — while chairing Fidelity's Alternative Investment Risk Committee.