Private Markets · Fund Operations · Investor Relations · Investor Services

Building and Supporting the
Growth of Private Financial Markets

Finance professional focused on private market operations, fund lifecycle management, and investor relations.

Background

Finance professional based in Columbus, Ohio with end-to-end private fund experience from origination and due diligence to performance reporting and fund management. Specialize in partnering directly with general partners and private market leadership teams across private equity, private credit, commercial real estate, and venture capital funds ranging from $100M to $10B assets under management.

Investments: Worked with private equity search funds to source and evaluate mature, industrial businesses in the southern US

Investor Relations: Successfully raised pre-seed/seed stage rounds to fuel product development

Fund Operations: Currently at Juniper Square, I partner with General Partners across the private market to streamline and manage their funds' capital activity and investor communications over its lifecycle while navigating complex fund structures.

My work sits at the intersection of fund operations and client partnership, translating complex LP agreements into accurate waterfall models, managing capital call and distribution workflows, and helping GP teams navigate the financial mechanics that underpin their investor relationships.

🏗️Fund Operations
🤝LP Relations
🔢Portfolio Monitoring
🔍Operational Due Diligence
💻Technology & Data
🏦Private Equity & Venture Capital
2021 – 2022
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Associate I & II, Fund Admin
Juniper Square
2025 – Present
Senior Associate, Fund Admin
Juniper Square
B.A., Finance & Data Analytics Ohio Wesleyan University · 2023
Financial Analysis and Modeling Professional Certificate Corporate Finance Institute (CFI)
Claude, Claude Cowork, and Claude Code Anthropic

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Get in Touch

Happy to connect virtually or in person. The best way to reach me is through LinkedIn.

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Location
Columbus, Ohio
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Timezone
Eastern Standard Time (EST, UTC−5)
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Currently At
Juniper Square
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Focus
Private Fund Operations & Investor Services

Open to Discussing
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Fund Operations & Structures
Capital activity, waterfall mechanics, LP agreement interpretation
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Founder Meetings & Advisory
Early-stage conversations, fundraising strategy, and investor readiness
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AI & Technology in Private Markets
Automation, tooling, and workflow improvements in fund administration
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Private Equity & Venture Capital
Fund lifecycles, deal structures, and portfolio monitoring
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Career Paths in Private Markets
Breaking in, navigating roles, and building expertise in the space

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