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I am a private wealth adviser focused on working with high-net-worth individuals and family offices who want to explore opportunities beyond traditional public markets.

My role isn’t just about portfolio construction — it’s about sourcing, evaluating, and helping clients gain access to high-quality private market opportunities that aren’t typically available through conventional investment channels. I partner with operating companies, founders, and specialized investment platforms to identify emerging businesses, niche sectors, and early-stage deals aligned with long-term themes like energy transition, AI infrastructure, medical innovation, and more.

I don’t sell products. I look for asymmetric opportunity.

What I Do

• Work directly with HNW individuals and family offices on strategic wealth advisory.

• Identify and curate private investment opportunities across industries like:

  • Clean energy & infrastructure (e.g., independent power production, energy tech)

  • AI & data infrastructure (cooling, hardware, supporting technologies)

  • Medical devices & life sciences (early-stage innovations with clinical backing)

  • Industrial tech, advanced materials, and other “picks & shovels” sectors

• Build relationships with founders and operating teams — not just fund managers.

• Focus on private deals that are:

  • Often invitation-only or backed by strategic capital

  • Early-growth or pre-institutional

  • Outside of traditional VC/PE pipelines

• Help clients understand risk, structure, and long-term fit for their portfolios.

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Important Note

Nothing on this site constitutes investment advice or a solicitation to buy or sell securities. All investments carry risk, including the potential loss of capital, and are subject to eligibility and regulatory requirements. Opportunities discussed are available only to qualified investors and offered through appropriate channels.

 

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