Substantial experience in real estate, law, and securities
Provides senior fund management through supervision, analysis, and advice on company structure, compliance, finance, accounting, and legal strategies and oversight of relationships with the company’s outside third-party consultants specializing in those practice areas.
Served as Portfolio Manager of a real estate trust with over $100M in assets where he directly managed business accounts and employees, provided regular financial analysis, pursued investment opportunities, and negotiated and drafted contracts and various other transactional documents
Earned juris doctorate after graduating summa cum laude from Santa Clara University of Law and holds a Bachelor’s degree in Biology from Georgetown University.
Admitted as a member of The Opportunity Zones Working Group, which advises the U.S. Department of the Treasury, Internal Revenue Service, the Community Development Financial Institutions (CDFI) Fund, members of Congress and other federal and state agencies on best practices and practical applications for the Opportunity Zone Program.