Founder and Principal, Equation Capital Management
History of working in the venture capital and private equity industry. Skilled in Financial Modeling, Portfolio Analysis, Trading, and Sales Management. Strong finance professional with a Master of Business Administration - MBA focused on Accounting, Finance, Entrepreneurship, and Strategic Management from The University of Chicago Booth School of Business.
Jul 2020 - Present
Executive in Residence
May 2009 - Apr 2015
FormulaFolio Investments, LLC.
Co-Founder, Partner, and Director of Business Development
Helped increase revenue by 9,401% over a 3-year period leading FormulaFolios to being named #15 on the Inc. 5000 List of Fastest Growing Companies in America in 2016 • Designed and launched the firm’s Turn-Key Asset Management Program leading to an increase in assets under management from approximately $40 million to nearly $1 billion within 20 months • Negotiated pricing with custodians and technology vendors reducing service provider costs by up to 33% • Managed team of 20 employees while overseeing 80 independent branch offices throughout the United States • Co-Creator and team leader of a highly effective training program designed to teach investment advisors how to run their ideal advisory practice through various instruction methods including online videos, one-on-one coaching, custom workbooks, and a live event • Built and maintained relationships with financial advisors, RIA firms, custodians and third-party managers in order to continue facilitating rapid growth
2017 - 2020
University of Chicago Booth School of Busines
Concentrations in Finance, Accounting, Strategic Management, and Entrepreneurship