CPA · CFA charterholder · CAMS
I spent the first half of my career on the diligence side — transaction advisory at Ernst & Young, Grant Thornton and KPMG, then an independent practice since 2009. That includes five consecutive one-year contracts with a Big Four New York practice, each re-awarded on the prior year's delivery, running Quality of Earnings for a mega-cap private equity sponsor and a global healthcare company on deals from $30M to $30B. I have also worked inside a mega-cap buyout fund's deal team and on contracted deal projects for a growth equity firm.
Then I went and ran companies. I have held the CFO seat five times, across fintech, online trading, healthcare and a technology rollup — including a regulated fintech I co-founded and built from formation through its sale to DriveWealth in 2022, where I owned finance, treasury, controls and the compliance program.
That combination is the point. I build finance functions specifically so they survive the scrutiny I used to apply, and I have been the CFO on the receiving end of an integration — which is why I do not hand over a report and leave. CPA · CFA charterholder · CAMS · MBA and MS Finance, Boston College · BS Economics and Accounting, Babson College. Based in New York.

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