Covara CapitalRole held 2025–present
Founder, strategic investor and advisor coordination
Partner · COO / CFO / CCO
- Work with the founder, strategic investors, counsel, auditors, fund administrators and banks on operating decisions, governance and risk management.
- Oversee service-provider relationships across the management company and offshore investment structures.
Yarra Square PartnersRole held 2019–2025
Investor communications through business transitions
Partner · COO / CFO / CCO
- Managed prime brokers, fund administrators, auditors, legal counsel, technology providers and institutional-investor relationships.
- Oversaw investor communications and operational management through market volatility, investor transitions and the eventual wind-down.
Azora CapitalRole held 2017–2018
Three prime brokers and three administrators
CFO / CCO
- Onboarded and managed prime brokers, fund administrators, auditors, separately managed accounts and outside counsel.
- Coordinated reporting across four trading vehicles, three prime brokers and three administrators.