Responsible for evaluating and executing services investment opportunities that fit within Unity’s Partner & Propel strategy, leading internal investment teams, and working closely with external partners and the broader Unity team to Build Better Together.
Most recently a Vice President at Warren Equity Partners on the Investment Team, during which time I had the opportunity to work with many great teams and serve on multiple Boards. Prior to joining Warren Equity Partners, Vice President at HGGC and an Investment Banking Analyst at Bank of America Merrill Lynch.
B.A. in Economics from Vanderbilt University, cum laude.
Born in New Jersey in a commuter town outside of NYC and lived there until I went down to Nashville for college. I headed back up to NYC after college then subsequently moved to San Francisco. I now call Jacksonville home when I’m not in Dallas.
I married my wife, Curry, in 2018 and we have two young daughters that are 18 months apart. We’re lucky enough to frequently be surrounded by our broader families with in-laws nearby and parents and a sister who can be around often.
I worked on a maintenance crew on an island in Maine doing everything from mowing lawns, painting houses, and splitting wood to serving on the volunteer fire squad (luckily for everyone there were no fires during my illustrious tenure).
If with family: trying to keep up with / being endlessly entertained by my daughters. If with friends: being overly enthusiastic about any and all board and card games.
Books: At a dinner party I would say A Gentleman in Moscow or A Civil Action but the honest answer is probably A Storm of Swords by George RR Martin
Something involving a game (tennis, pickup basketball, etc.)
Benjamin Franklin. Everything I’ve read would lead me to believe that a dinner with him would be the right combination of anecdotes from monumental events, good humor, and an extravagant menu.
DISCLAIMERS:
The information contained herein is not an offer to sell or a solicitation to purchase any investment. No investment shall be offered or sold to any person without such person first being provided with a subscription agreement or similar document setting forth the risks associated with any such investment. The information provided above reflects summaries of larger topics and is being provided for informational, illustrative, and discussion purposes only. The above is qualified in its entirety by reference to the final governing documents of the relevant fund. An investment in any fund managed or advised by Unity Partners LP is speculative and investors can lose some or all of their capital.
For illustrative purposes only. Actual diligence process may vary based on market and company dynamics and/or other factors. There can be no assurance that the Fund will be able to implement its investment strategies, or that the fund will be able to achieve its investment objectives.
