Launches & business transitions

Building platforms, launching products and managing change.

Fund formation, new investment strategies, operating models and ownership transitions, including work with Blackstone- and Tiger Management-seeded businesses.

Investment-platform launches

Covara CapitalRole held 2025–present

Blackstone-seeded credit platform · September 2025

Partner · COO / CFO / CCO

Led the September 2025 launch of a Blackstone-seeded, SEC-registered investment business with a Cayman master-feeder structure.
Established finance, treasury, compliance, governance, cybersecurity and reporting across the management company and offshore fund entities.
Built operating infrastructure for a credit strategy involving corporate credit, syndicated loans, swaps and FX.

Azora CapitalRole held 2017–2018

One master-feeder and three separately managed accounts

CFO / CCO

Launched the SEC-registered operating platform for a five-person fundamental long/short equity manager in April 2017.
Supported growth from one account with $15 million to four accounts with $285 million in nine months, with no headcount increase during the first 19 months.
The structure included one master-feeder and three SMAs trading global equities, swaps, options and FX.

32 Points Capital & emerging managersRole held 2016

Pre-launch CFO and operating-model work

Pre-launch CFO

Identified infrastructure, service providers and controls at different levels of capital commitment and operating budgets.
Assignments included work with Caravel’s former CIO and, subsequently, a former Moore Capital global macro portfolio manager and a former Sound Point distressed portfolio manager.

Investment products & structures

Caravel ManagementRole held 2015–2016

Tactical long/short and ESG strategy launches

CFO / COO

Launched two new strategies: one tactical long/short and one with an ESG emphasis.
Worked within an emerging- and frontier-markets platform trading global equities, options, swaps/CFDs and FX.

Pine Grove Asset ManagementRole held 2011–2015

Three fund launches and an interval-fund conversion

Partner / COO

Launched three funds, including the conversion of a private 3(c)(1) alternative fund into a registered closed-end interval fund under the Investment Company Act of 1940.
Managed the operating responsibilities accompanying product development and the expansion of the business.

Ownership transitions & wind-downs

Pine Grove Asset ManagementRole held 2011–2015

Organizational transition and sale to Man Group

Partner / COO

Played a central role in the transition from PG Associates to PG Asset Management and the subsequent sale to Man Group in August 2014.
Oversaw day-to-day and strategic business operations through the transition.

Yarra Square PartnersRole held 2019–2025

Investor transitions and strategic wind-down

Partner · COO / CFO / CCO

Directed operational management through market volatility, investor transitions and the strategic wind-down of the business in 2025.
Managed financial reporting, compliance administration, investor communications and the firm’s service-provider relationships.

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