Four decades in financing successful companies.

Most people spend a career on one side of the table. I've spent mine moving between them — financing founders, running the firms doing the financing, and now building companies of my own.

I didn't start in finance. My first profession was traditional Chinese medicine — I practiced as an acupuncturist and Chinese doctor for five years in the 1970s. It taught me to read whole systems rather than isolated symptoms, which turns out to be most of what diagnosing a business is.

Banking began in 1979 at Integrated Resources Securities in New York, financing oil and gas, cable television, storage, hospitality, film, and franchise operations. Barnett Shale. Jones Cable. Public Storage. Residence Inns. Wendy's. That range set the pattern for everything after: capital and real assets, technology and the physical world, rarely one without the other.

In 1982 I founded Financial Planning Advisors in Lexington, Massachusetts — focused on equity and debt placements in oil and gas, real estate, and technology. FPA became a leader in international investing and grew to roughly $400 million in assets under management.

Since 2003 I've run Alliance Capital Partners, an independent private equity sponsor focused on real estate, technology, life sciences, and healthcare companies in the $100–500 million enterprise value range. I also serve as Managing Director at DelMorgan & Co.

In August 2022 I stepped fully into operating. Alongside two cofounders I took the CEO role at Padgea — because the residential rental ecosystem is the largest and least automated market I've encountered in forty-six years, and because my cofounders had already built the proof.

I'm based in Santa Monica, California.