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Work Background
Head of Capital Formation
Towle & Co.Head of Capital Formation
May. 2025San Francisco Bay AreaAt Towle & Co., we partner with institutional and private investors who share our conviction that long-term success requires taking the road less traveled. Our strategy is grounded in the belief that investor biases create market inefficiencies, and systematically acting on these inefficiencies unlocks opportunities for long-term appreciation. Since our humble beginning, the Towle team has been a cornerstone client of the firm and a stable source of permanent capital.
Member Board of Directors, Treasurer
Tennis Coalition SFMember Board of Directors, Treasurer
Jan. 2023San Francisco, California, United States
Chief Operating Officer, Global Equity Team
Artisan PartnersChief Operating Officer, Global Equity Team
Jan. 2017 - Mar. 2025San Francisco Bay Area
Director of Investment Operations
Artisan PartnersDirector of Investment Operations
Feb. 2013 - Mar. 2025San Francisco Bay AreaBusiness management role emphasizing investment talent human capital initatives. Support existing eight investment franchises at Artisan. Search for new investment team opportunities. Investment product development and new investment team identification and integration. Investment Strategy Integrity and Enterprise Integrity (Risk Intelligence). Integration of new investment instruments and trade oversight involvement.
Managing Director
Quantum Capital ManagementManaging Director
Jan. 2010 - Feb. 2013Consulting relations, sales & marketing, investment research and stock selection.
Senior Vice President
Callan AssociatesSenior Vice President
Jul. 1998 - Jan. 2010Conduct due diligence on a variety of traditional and alternative investment strategies on behalf of sophisticated financial intermediary clients.

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Investment Management Consulting, Research & Recruiting
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