Experience

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  Mccoll partners

  Jan 2011 - Jan 2013

  Investment banking analyst

  McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies. With significant experience working with entrepreneurs, family-owned businesses, private equity groups, public companies, financial institutions, and divisions of large companies, the firm is dedicated to offering strategic advice and assistance to its clients regarding mergers and acquisitions and private capital raising assignments.

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  Km capital management

  Jan 2014 - now

  KM Capital Management is a Registered Investment Advisor (RIA) dedicated to providing comprehensive financial services to high-net-worth individuals, with a specialized focus on the unique financial needs of professional athletes. We offer personalized financial planning, strategic portfolio management, and expert guidance in tax optimization, insurance, and estate planning. Our mission is to empower clients with long-term financial security, allowing them to focus on their careers with confidence. Show less

  • Partner

    Dec 2024 - now

  • Vice President

    Jan 2014 - Dec 2024