Joined BOKA in 2022. Served as board director of Infleqton from 2022 to 2026, through to the company's de-SPAC listing on the NYSE. Previously held roles at Calaveras Capital, BNY Mellon Wealth Management, E*TRADE Financial, and the US Trade and Development Agency; board-level service including audit committee chair and company investment/advisory committees. Track record across M&A, portfolio management, and technology investments in public and private markets. Applicable skills include investment analysis and governance; CFA charterholder; MBA (Darden School, University of Virginia) and BA in International Relations (Syracuse University).