SVP, Head of Branding. Spearheaded the rebrand and strategic integration of U.S. Trust within Bank of America, aligning ultra-high-net-worth positioning with institutional scale.

President & Partner, SWAT.
Led digital content strategy and built a newsroom-style editorial operation for Marcus by Goldman Sachs.

Managing Director & SVP, Global Integrated Marketing.
Led global brand strategy across 30+ acquired firms, helping unify positioning, communications, and business development for one of the world’s leading advisory organizations.

Strategic Advisor.
Worked closely with Jim O’Shaughnessy to help shape the positioning, structure, and editorial voice of OSV across Ventures, Media, and Fellowship initiatives.

Managing Director & Partner.
Helped launch one of the first venture funds embedded within a strategic advisory platform, investing in founder-led brands positioned for growth and cultural relevance.