I Build
RESILIENT
Organizations
for private equity
Partner at Korn Ferry | CEO of PointeOS | Board Member
I'm a different kind of advisor
I've worked on both sides of the table – from working in capital markets and alternatives at Goldman Sachs to advising principal and institutional investors on talent, value creation, and strategy, while building and scaling an enterprise SaaS company as CEO. This dual perspective shapes how I help investors and portfolio companies win.
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. My focus is reducing execution risk, building management teams capable of scaling, and applying AI-powered analytics to diligence, portfolio strategy, and leadership performance.
At PointeOS, I'm building the future of restaurant operations – a cloud-based, AI-driven operating system that unifies fragmented tech stacks and helps operators make smarter decisions in real time. We're advancing toward an environment that thinks and acts alongside the general manager, expanding profit potential through intelligent automation.
This dual lens – advising on human capital while building systems that extend it – 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?
Value creation requires more than theory. It requires experience, tailored strategy, and lasting partnership.
THEORY WITHOUT PRACTICE
Most advisors have never built companies, led operations, or sat in the CEO seat. They offer frameworks without the scars of execution.
GENERIC PLAYBOOKS
One-size-fits-all strategies don't account for the nuances of your portfolio, your thesis, or your operating model.
NO SKIN IN THE GAME
When the engagement ends, so does the accountability. You're left to execute alone.
MY APPROACH
OPERATING EXPERIENCE
I've been the CEO. I've built teams, raised capital, managed P&Ls, and scaled technology platforms. I know what works because I've lived it.
TAILORED STRATEGY
Every firm, every portfolio company, and every situation is different. I design solutions around your specific needs – not templated advice.
LASTING PARTNERSHIP
I stay engaged beyond the initial engagement. Whether as a board member, operating partner, or ongoing advisor, I'm invested in your success.
My experience
by the numbers
Quantifiable impact across private equity, advisory, and operating roles
Private Equity & Advisory
Years across investment banking, PE, VC, and asset management
Leadership roles at Korn Ferry, Gallup, and Goldman Sachs
Portfolio companies and management teams assessed
Operating & Leadership
Years as CEO and Co-Founder of PointeOS
Profitable, AI-powered technology platform built from the ground up
Years as Board Chair of Art on Sedgwick (non-profit)
How I Add Value
AS AN OPERATING PARTNER
I step into portfolio companies to drive operational excellence, build high-performing teams, and accelerate value creation. My experience spans talent strategy, organizational design, and AI-enabled performance systems.
AS A BOARD MEMBER
I bring a unique combination of strategic insight and operational execution. I've sat on both sides – as an investor evaluating opportunities and as a CEO building companies. I help boards make sharper, faster, more defensible decisions.
AS A STRATEGIC ADVISOR
I work with PE firms to enhance diligence, optimize portfolio strategy, and build management teams capable of scaling. I apply data-driven insights and AI-powered analytics to reduce risk and improve outcomes.
Understanding performance. Achieving performance. Pushing the boundaries of performance – for leaders, for companies, and for investors.
In private equity, value creation often falls short not because of strategy, but because of execution. The right talent isn't in place. The operating model isn't designed for scale. The systems don't support intelligent decision-making.
I've seen this gap from every angle – as an advisor, as an investor, and as a CEO. And I've learned that the firms and leaders who win are the ones who combine strategic clarity with operational discipline and intelligent systems.
That's where AI, leadership, and operating excellence converge. And that's where I focus.
Whether I'm helping a PE firm assess a management team, stepping in as an operating partner to drive performance, or building technology that extends human capability – my goal is the same: unlock potential and deliver results.
Let's Work Together
Reach out for advisory work, operating partnerships, or board opportunities
Private Equity Advisory
Talent strategy, value creation, and portfolio company support
[email protected]Always open to meaningful conversations