Career
Roles across banking, investing, insurance and law.

Debt and equity financing, mergers and acquisitions and advisory mandates for middle-market companies and investors in the United States and abroad.
Building a platform that brings asset management, insurance and wealth management under one roof. Licensed New York insurance producer for life, accident and health.
Private equity fund in New York.
Board leadership of a regulated bank.

Built and led a financial institution from its start.

Investment and asset management.
Led a law firm; legal and commercial-law training underpins the rest of my work.
Significant projects

Founder and General Partner
A residential development of contemporary villas with private pools and landscaped streets, founded and sponsored as general partner.

Founder and General Partner
A private residential community of contemporary homes, designed around sustainability and a smart living system.
evergreenvalleys.com
Part of the initial development team
A mixed-use regeneration scheme in the new central business district of Pristina: a four-floor shopping mall, two residential towers of 31 and 28 floors, and 1,500 underground parking spaces.
Project profile
Limited Partner
A mixed-use development on about 22 acres on historic Main Street in Fredericksburg, Texas, with a Kimpton hotel, retail and dining, residences and an event venue. Groundbreaking was in November 2023.
Project details
New project
A single app for everyday services in New York City, built on a flat per-service fee.
bobby.appProject descriptions draw on public information from project websites and trade press. Images are renderings and concept designs, credited to their sources where applicable, and all rights remain with their owners. Nothing here is an offer of securities.
Selected work
Contributed, through my law firm, to the European Bank for Reconstruction and Development survey on new financing for distressed businesses.
Read the surveyCo-authored a gap analysis of the waste sector with a national association of municipalities and the Helvetas DEMOS project, funded by the Swiss government.
Read the analysis