Where I’ve Been

From Invesco and Mercer to mission-driven startups and advisory collectives, my path has woven through high-stakes decision-making, stakeholder storytelling, and iterative brand refinement. This history informs the way I work—adaptively, precisely, and always with the end user in mind

 

 

 

Translating Ambiguity into Strategic Advantage

I’ve spent decades helping firms navigate volatility, growth, and transformation—from global asset managers and family offices to startups on the brink of breakout. I bring narrative precision, client-centered insight, and a modular mindset to every engagement.

This isn’t just financial fluency. It’s the ability to distill complexity across sectors into clear, actionable strategies—whether that means structuring investor communications, architecting a content framework, or synthesizing medical, technical, and regulatory language into something clients actually want to read.

  • Strategic positioning for emerging and established ventures

  • Tailored messaging grounded in research, outcomes, and user experience

  • Collaboration that respects nuance an