Private markets executive. 30+ years. Three vantage points that most people only ever occupy one of: investor, operator, fiduciary.

One of the asset class leaders of Mercer's $50 billion global Private Markets OCIO platform at Marsh McLennan (NYSE: MRSH) — one of the largest institutionally managed private markets programs globally. Focused on private credit and private equity primaries, co-investments, and secondaries for pensions, endowments, sovereign wealth funds, and family offices. The work is about building portfolios that are durable across cycles, not just optimized for a single vintage.

My edge comes from having sat on all three sides of the table:

As an investor —deploying capital across the full private markets spectrum as both a direct investor and allocator - senior secured credit to equity co-investments to portfolio construction.

As an operator — Recruited as CEO & CIO of Alcentra Capital Corp. (NASDAQ: ABDC), a publicly traded BDC with the mandate to stabilize the portfolio, rebuild investor confidence, deliver a strategic outcome — under full SEC scrutiny and public-market pressure. I've also served as a PE Operating Partner, building and scaling a transportation platform, where I continue as an active board member.

As a fiduciary — Appointed by the Connecticut State Treasurer to rebuild a $5 billion PE program. Starting from a position of institutional damage, we rebuilt governance from the ground up, restored the program's credibility, and generated excess returns over benchmarks. I was later elected Vice Chairman of ILPA — where I helped establish the inaugural GP Summit. I've served as an independent director on NASDAQ and TSX-listed public companies, across multiple PE-backed boards, and on LP advisory committees. Member, NACD.

The thread through all of it: a genuine belief that rigorous governance, disciplined process, and deep GP relationships are compounding advantages — in portfolios, in institutions, and in boardrooms.