Work experience

Work experience

Merrill Lynch - AVP

pre-1989 Employment

Developed significant client base invested in fixed income, real estate, and private equity partnerships. 

Led office in sales of real estate related products such as hotel condominium interests, and Section 8 housing tax sheltered investments. 

Investments involved significant analysis and due diligence on behalf of client base.  Projects averaged approximately $100 million in scope.

Key accomplishments included:

  • Led office as marketing coordinator for strategy and fixed income analysis.
  • Consistently produced top quartile results, became youngest AVP in branch.
  • Recognized as excellent investment strategist and customer focused consultant.
  • Mentored new employees in successful marketing strategies.
2010 - Present

Partner and Co-founder

The Preservation Group

The Preservation Group mission is “Preserving What Matters Most”. For the world at large, we preserve Nature, the habitat for all living things. For Communities, we preserve historical structures and the natural environment which we believe enhances social interaction and communication, and ultimately reflects the connections among all life under God. At the individual level, we preserve financial resources by minimizing tax erosion utilizing government incentives for conservation and historic preservation.

2009 - 2010

Chief Operations Officer

National Monuments Foundation

Reorganized this 501(c)(3) around the motto "we aspire to inspire".  The NMF is the leading outsourced provider of all essential services in the development of historically significant public spaces.  Activities as the COO included building management and cost control, technology and network management, museum programming, finance and debt negotiations, marketing management, event management, strategic partnership design and implementation, creation of donor strategy, and implementation of all advisory services.

2006 - 2009


Bessemer Trust

Bessemer Trust is a leading private family wealth management company with more than 2,000 high-wealth families entrusting assets in excess of $50 billion.  Services include Legacy Planning, Tax Strategies, Family Wealth Stewardship, Concentrated Holding Strategies, Family Company Advisory, Insurance Advisory, Philanthropic Advisory, Real Estate Advisory, Financial Services, and Specialized Services.

  • Ambassador for the "most outstanding multi-family office" to the Southeastern United States.
  • Responsible for client initiation and transition.
  • Assisted business owners interested in selling their businesses or dealing with large liquidity events.
  • Largest market is newly liquid family with between $25 - 75 million.
2001 - 2006


Capital Growth Services - CGS
  • CGS began as a buy-side consulting operation to ultra high net worth individuals - grew to a transaction management business.
  • Organized several significant transactions in timber, investment management, wireless infrastructure, real estate, and a venture capital fund of funds.
1999 - 2001

Managing Director

Great American Ventures
  • Charged with the development of office and management of public and private investment operations.
  • Integrated tax and accounting services for private placement investments.
1989 - 1999

Investment Manager

Rollins Family Office
  • Hired by legendary O. Wayne Rollins to manage family's personal investments (significant 9 digits).
  • Collaborated with family leadership and staff to successfully develop and execute plans to provide comprehensive family office services - from investment manager selection and direct deal management to organizing and delivering successful family meetings.


1987 - 1989


University of Pennsylvania - The Wharton School
1974 - 1978

Bachelor of Arts

Covenant College