Home: Westport, CT. Birthplace: New York. Profession: Alternative investments and private equity. Organization: Harley Capital LLC; Edge Partners LLC. Title: Managing Partner, Harley Capital LLC; Managing Member, Edge Partners LLC. Significant other: My wife. Alma mater: University of Hartford.
Current project: Structuring pre-IPO investment opportunities through Special Purpose Vehicles at Edge Partners LLC. Latest contribution to others: Supporting Pink Aid and Fred's Team through fundraising and awareness-building. What’s been your big (or biggest) leap? Founding my own independent broker-dealer, Harley Capital LLC. Hobbies: Running and traveling. Last book read: The Ride of a Lifetime, by Robert Iger. How many marathons have you run? Five, including the New York Marathon.
Personality profile: Disciplined, analytical and long-term minded, with the patience of a marathon runner. Moral compass: Act in the client's long-term interest, even when it costs you in the short term. How do you define an ideal business relationship? Mutual respect and good communication. What is your favorite place (or way) to spend money? Travel. Every new country is an education in how economies and cultures work.
What three emojis best describe you? 🏃✈️🤔.
What world event has had the greatest influence on your life? The 2008 financial crisis. I saw firsthand how quickly conventional assumptions can fail, and it shaped my conviction that investors need access beyond traditional instruments. What professional experience most shaped how you invest today? My early years on a major institutional trading floor taught me discipline, but also that the standard playbook doesn't serve every investor. That insight shaped everything I built afterward.
What is your big idea? Giving accredited investors direct access to high-conviction pre-IPO companies through Special Purpose Vehicles before major liquidity events. What change are you working on to effect in your profession or field? Expanding investor access to alternative investments beyond traditional market instruments. What widely held belief do you reject? That standard market instruments serve the long-term interests of every investor. What mega-trend most excites you? Artificial intelligence and next-generation software.
What title would you choose for the movie about your life? The Long Run. Who would you like to spend an evening with, in heaven? Benjamin Graham, to talk about how the discipline of value investing translates to today's private markets. After your loved ones, what object would you first save from your burning home? My New York Marathon finisher medal. How would you choose to spend tomorrow, if you knew it was your last day on earth? At home in Westport with my wife: a long morning run, an afternoon walk through town and a slow dinner with family and close friends. What advice would you give your younger self? Look beyond the standard playbook sooner. The best opportunities are rarely the most obvious, and patience compounds. What day in your life would you choose to re-live? Crossing the finish line of the New York Marathon.
Personal motto: Patience finds what the crowd overlooks. Favorite quote: "You miss 100% of the shots you don't take" (Wayne Gretzky). Desired epitaph: He took the long view, in markets and in life.
