Growth and complexity
I examine whether the next investment builds the capacity to grow or sustains another workaround.
Platinum Bank board oversight of capital, liquidity and risk; JPMorgan treasury, payments and working-capital responsibilities.
Board Contribution
Governance through growth and strategic change.
Where I contribute
Leadership transition
I connect succession to the business a new leader inherits: its strategy, commitments, relationships and decision rights.
Platinum Bank governance through CEO and senior leadership transition.
Strategic repositioning
I assess how a new product, market or technology changes the company’s economics, capital needs and risk. My board oversight includes technology investment and cybersecurity.
GenEQTY, a financial-data intelligence platform: founder accountability for capital raising, product direction and commercialization.
Institutional depth
The owner and investor perspective.
At U.S. Trust / Bank of America, I advised business owners on credit, liquidity and transition. AllianceBernstein and Lone Pine Capital added experience with private and institutional investors.
Board materials
Board biography and value profile available for a specific search or company mandate.