Building
resilient
organizations
Operating Partner & Strategic Advisor with dual expertise in private equity advisory and technology leadership. Partner at Korn Ferry. CEO of PointeOS.
I'm a different
kind of advisor
I've worked on both sides of the table — advising private equity firms on talent and value creation, while simultaneously building and scaling technology companies as a CEO.
At Korn Ferry, I lead Private Markets Advisory across North America, working with PE and growth equity investors from lower middle market sponsors to large-cap global funds.
At PointeOS, I'm building the future of restaurant operations – a cloud-based, AI-driven operating system.
This dual lens defines my approach. I understand what it takes to create enterprise value because I do it every day.
Why work with advisors who haven't done it themselves?
Operating Experience
I've been the CEO. Built teams, raised capital, managed P&Ls, scaled platforms. I know what works because I've lived it.
Tailored Strategy
Every situation is different. I design solutions around your specific needs – not templated playbooks.
Lasting Partnership
I stay engaged beyond the initial work. As board member, operating partner, or ongoing advisor.
Combining human capital strategy
with systems thinking
Understanding Performance
I've spent 18+ years studying what makes leaders, teams, and companies perform at the highest level. From investment banking to PE to VC, I've seen hundreds of management teams under pressure.
Achieving Performance
Theory isn't enough. I apply proven methods and cutting-edge AI analytics to diligence, portfolio strategy, and leadership assessment — ensuring decisions are grounded in data, not guesswork.
Scaling Performance
As CEO of PointeOS, I'm building intelligent systems that extend human capability. The same principles I use to advise PE firms, I apply to scaling my own company.
Sustaining Performance
I don't disappear after the deal closes. Whether as an operating partner, board member, or strategic advisor, I stay engaged to ensure value creation continues long after the initial engagement.
Experience by the numbers
Private Equity & Advisory
Across investment banking, PE, VC, and asset management
Korn Ferry, Gallup, Goldman Sachs
Portfolio companies and management teams assessed
Operating & Leadership
As CEO and Co-Founder of PointeOS
Profitable, AI-powered technology platform from the ground up
Board Chair of Art on Sedgwick (non-profit)
Three ways to work together
Operating Partner
I step into portfolio companies to drive operational excellence, build high-performing teams, and accelerate value creation through talent strategy and AI-enabled performance systems.
Board Member
I bring strategic insight and operational execution. I've sat on both sides – as an investor and as a CEO. I help boards make sharper, faster, more defensible decisions.
Strategic Advisor
I work with PE firms to enhance diligence, optimize portfolio strategy, and build management teams capable of scaling using data-driven insights and AI-powered analytics.
Performance
Understanding it. Achieving it. Pushing its boundaries – for leaders, companies, and investors.
That's where AI, leadership, and operating excellence converge.
Let's work together
Korn Ferry
Talent strategy, value creation, and portfolio company support
PointeOS
AI-powered restaurant operations and intelligent systems