Current Board Roles

Silo Markets — Advisory Board Member
A fintech platform serving higher-net-worth investors through incentive-aligned asset
managementsolutions across taxable and retirement accounts

Desync AI — Advisory Board Member
An AI-driven data infrastructure platform organizing institutional datasets
into structured, searchable intelligence

Visionary Philanthropy Group (501c3) — Advisory Board Member
A nonprofit organization advancing workforce readiness and economic mobility for
underserved communities through technology education and leadership development

Who I Work With

Founder-led and closely held companies

Private equity-backed and growth-stage businesses

Family offices and long-horizon capital stewards

Public companies and regulated enterprises

Organizations navigating transition, scale, or structural complexity

Board Level Contribution

Strengthen board-level decision-making and strategic clarity

Provide governance and risk oversight grounded in broker-dealer and exchange experience

Apply independent judgment without ego or agenda

Identify second- and third-order risks

Surface what is missing — not just what is presented

Offer principled challenge that improves long-term outcomes

Committee Expertise

Risk

Audit & Finance

Technology, AI & Cyber

Governance & Nominating

Board Operating Framework

Oversight • Risk • Capital Allocation • Strategic Durability

My board participation is guided by four pillars designed to reinforce
disciplined governance and long-term enterprise strength

The Four Pillars

Oversight
Fiduciary discipline and informed judgment

Risk
Enterprise-wide visibility and early detection of vulnerabilities

Capital Allocation
Liquidity awareness and long-horizon value discipline

Strategic Durability
Governance aligned with sustainable enterprise strength

Operating Philosophy

Disciplined oversight. Long-term stewardship. Independent judgment

Engage deeply in strategy, risk, and capital allocation while remaining operationally independent.

“Nose in, hands out.” Focused on governance clarity and durable value creation.