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Market-Based Solutions to Vital Economic Issues

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Market-Based Solutions to Vital Economic Issues

Background

A native of central New Jersey, I spent the last seven years in New York working in financial services. Most recently, I was at Roundtable Investment Partners, a multifamily office, where I served as a primary client contact for investor relations, planning, and business development activities. Prior to that, I worked for three years at Viteos Fund Services, an outsourced provider of operations and accounting services to hedge funds, where I helped double our client base as a member of the business development team. I also worked at Newedge, an institutional brokerage firm, where I served on the compliance team overseeing personal trading policies. I began my career at MG Advisors, a boutique investment banking advisor and angel investor, where I supported the two senior partners. In 2011, I graduated from the College of the Holy Cross, where I studied Economics and German. While at Holy Cross, I was a president of the Club Hockey team, a member of the Delta Phi Alpha German Honor Society, and a Resident Assistant. Now a Kenan Scholar, I am working with Dr. Maryann Feldman on a project related to the venture capital landscape in North Carolina.

Career Path

My career interests lie at the intersection of finance and innovation, sparked by a career which mirrors the lifecycle of a financial investment. MG Advisors helps a company IPO; Newedge, a broker-dealer, facilitates its purchase by a hedge fund, which handles its operations through Viteos Fund Services; a client of Roundtable Investment Partners invests in that hedge fund. This process, that takes a financial instrument from idea to investment, has always fascinated me, and with the proliferation of areas like financial technology, it’s changing every day. I came to Kenan-Flagler Business School to round out my core business skills and pivot my career to work directly with companies to help them grow. I hope to impact the front lines of innovation by transitioning into venture capital.

Interests and Hobbies

At Kenan-Flagler, I am actively involved in our entrepreneurial and innovation community. I serve in leadership roles within the Entrepreneurship and Venture Capital and Blockchain Clubs respectively and competed in the Venture Capital Investment Competition. I also seek to stay involved in the community as an MBA Ambassador and member of Kenan Connections, our partners club, alongside my wife Hannah. An avid hockey fanatic, I also am a liaison within our Sports and Entertainment Club, and in my spare time play both ice and inline hockey, volunteer as a coach with the Capital City Crew in Raleigh, and watch my beloved New York Rangers.