Strategic marketing communications leader with in-house and agency experience. Highly specialized in financial services and financial technology, I am a creative thinker and adept at both building brands and protecting them through critical periods.

Diverse global communications and integrated marketing experience includes building credible thought leadership campaigns, establishing high-impact communications programs and developing leadership platforms for prominent CEOs and other C-suite executives.

Consummate storyteller and content strategist with a proven track record of delivering high-quality content and media placements, and have extensive experience building and motivating high performing teams, including opening an office in the United Kingdom.


  • Caliber Corporate Advisers
    Managing Director


  • Senior Vice President, Director of Mulit-Asset Portfolios at Westwood Holdings Group
  • Executive Vice President of Corporate Strategy at Clear Capital
  • Co-Head of Electronic Trading at BMO Capital Markets
  • President & Co-Founder at Clear Capital
  • Managing Partner at IA Capital Group
  • Head of Product and Client Solutions at Westwood Holdings Group
  • Senior Portfolio Manager at Westwood Holdings Group
  • Head of Front Office Solutions at Northern Trust
  • Director of Program Development at Green Check Verified
  • Partner at Shearman & Sterling LLP
  • Global Head of FinTech at Shearman & Sterling LLP
  • Partner and CFO at Information Venture Partners
  • Principal at Information Venture Partners
  • Co-Founder and General Partner at Information Venture Partners
  • Partner at Shearman & Sterling LLP
  • Partner at Shearman & Sterling LLP
  • CIO at Northern Trust