Known information
- Has more than 20 years of senior management experience.
- Previously served as Managing Director and Head of Private Investments at Nima Capital.
- Managed sales, business development, and operations at TheMarkets.com from inception through its acquisition by Capital IQ.
- Incubated, developed, and led MeritMark through its sale to WallStreetOnDemand.
- Began career at Goldman Sachs and Lehman Brothers in capital markets and institutional fixed income.
- Passionate about mentoring and building companies.
- Advises multiple early stage and middle-market businesses.
- Graduated from Lafayette College with a Dual Degree in Economics and English Literature.
About Canoe
Canoe offers AI-driven solutions for institutional investors, asset servicers, capital allocators, and wealth managers, managing over $5 trillion in assets with a global presence in New York and London.