Private Markets · Fund Operations · Investor Relations · Investor Services
Finance professional focused on private market operations, fund lifecycle management, and investor relations.
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.
Areas of Focus
Career Timeline
Education
Licenses & Certifications
Private Markets
Selected Work
Interactive tools and resources built around private markets, fund operations, and investor intelligence.
An interactive private markets explorer that maps the competitive landscape across private equity, venture capital, private credit, and real estate. Search companies, filter by sector, and visualize relationships through a network map or positioning matrix.
Private Markets
| Firm | Type | Headquarters | AUM | Funds | Investments | Stage(s) | Website |
|---|
Private Markets
Latest Headlines
Loading headlines…
Key Dates & Conferences
Curated Resources
Running collection of articles, videos, tools, and reference documents spanning across technology, finance, business, and personal development.
Reach Out
Happy to connect virtually or in person. The best way to reach me is through LinkedIn.
Site History