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Experienced Leadership and Commitment to Community

 

As an outsider with real world governance experience, I will bring fresh sets of eyes to enact meaningful changes to Tahoe Donner to reverse continued declines in members' value perception with focus on fiscal discipline and proactive long term strategic planning.  Let's position Tahoe Donner for the future so that next generation can enjoy our beautiful community.  

 

PROFESSIONAL ACHIEVEMENTS

  • 25 years of successful track record in diverse areas of finance (investment banking, sales & trading, and derivatives) and alternative investments
  • 20 years of experience investing across a variety of different sectors and instruments, including public debt and equity, structured products as well as private debt and leveraged buyouts
  • Extensive investment experience in restaurants and resorts.
  • Co-founded an alternative investment firm focused on technology, telecom and media (“TMT”) credit
  • Successful track record as a portfolio manager, as demonstrated by  87% positive months over 10 years investing. 
  • Outperformed relevant benchmarks every year as a portfolio manager and Chief Investment Officer
  • Originated, led, structured and executed leveraged buyouts and private debt
  • Sat on the board of private companies and provided guidance and oversight to senior management teams
  • Built new investment teams and  back office infrastructure 
  • Developed and fostered relationships with institutional investors, family offices, sell-side traders, legal counsel, other alternative investment managers, and management teams
  • Deep expertise in financial analysis, independent research, long term financial forecast and strategic planning

PUBLIC OFFICE

  • An Elected Member, Mill Valley School District Board of Trustees (2022-Present)
    • Relevant Experience
      • Along with other board members, oversee the planning, budgeting, and construction of a $200 million school infrastructure updating bond program, including a complete rebuild of a middle school and modernization of elementary schools.
      • Board representative to Marin County Office of Education's Joint Legislative Action Committee - a countywide committee of elected school board members and superintendents created to advocate on behalf of public education in Marin County at the state level.   By cost effectively sharing resources, school districts can  provide input on legislative issues that impact schools. 
      • Board's representative to Mill Valley School District Community Financial Advisory Committee

EDUCATION

  • The University of Chicago – AB in Economics with Honors.  Completed coursework in three years.
  • The University of Chicago - MBA in Finance and Economics with Honors.  Focus on Analytical Finance and Econometrics

INTERESTS

  • Cycling, cross country skiing, indoor rowing, and trail running
  • Listening to Audiobooks and reading (about everything)
  • Puzzles with my cat, Roxie

RELEVANT CERTIFICATION

  • Masters in Governance, California School Board Association
  • Community Associations Institute Certified Board Leader 

 

LINKEDIN PROFILE 

CV Available upon Request  

 


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