Active Board & Advisory Roles

Silo Markets — Advisory Board Member

Providing strategic guidance on capital markets execution, platform governance, and AUM expansion for an innovative RIA platform built on Interactive Brokers custodial infrastructure

• Capital & AUM Growth: Facilitated pivotal strategic introductions that directly drove significant Assets Under Management (AUM) growth during key expansion phases

• Capital Markets & Yield Structure: Provided guidance on brokerage economics, portfolio yield/boost structures, and institutional custodial safeguards in alignment with Interactive Brokers' clearing framework

• Platform Governance & Compliance: Advised executive leadership on market structure, platform governance, and regulatory alignment for the firm's SEC-registered investment advisor entity (Silo Financial LLC)

• Strategic Growth & Financing: Guided leadership through critical fundraising and growth windows, leveraging deep industry relationships and stakeholder alignment expertise to accelerate go-to-market execution

Desync.ai — Advisory Board Member

• Advises executive leadership on strategic positioning, commercialization, revenue architecture, enterprise AI risk, and institutional client acquisition for an AI-driven data platform

Visionary Philanthropy Group / VPG — Non-Profit 501c3 — Advisory Board Member

Provides board-level advisory on capital development, strategic partnerships, and organizational expansion for a state-accredited education organization serving inner-city youth and formerly incarcerated individuals

• Provide fiduciary oversight and strategic direction for nonprofit initiatives focused on technology education, mentorship, and second-chance opportunities

• Advise on capital development, strategic partnerships, and program expansion

• Support initiatives in digital literacy, career placement, workforce development, and community impact

• Help strengthen organizational strategy, partnerships, and long-term sustainability

Strategic Ventures & Founder Ecosystems

Gateway Partners — Business Development

AI Strategy, Governance & Risk Advisory for Insurers & Financial Institutions

• Strategic Business Development: Driving enterprise partnerships and strategic growth, connecting insurance carriers, MGAs, and financial institutions with vendor-independent AI governance solutions

• AI Governance & Risk Alignment: Helping client leadership teams navigate AI model auditability, regulatory compliance, and supervisory examination readiness

• Insurance & Capital Markets Focus: Bridging capital markets rigor, actuarial science, and automated AI workflows across underwriting, claims, and risk modeling

Gildre —Co-Founder & Strategic Advisor
Private Founder Ecosystem | 200+ Startups | Pre-Seed through Series A

• Co-founded Gildre, a curated founder ecosystem supporting 200+ startups from pre-seed through Series A

• Provide founders with 1:1 strategic mentorship, investor introductions, curated executive events, and operational resources designed to accelerate growth

• Advise entrepreneurs on product-market fit, organizational scaling, leadership, capital strategy, and navigating key stages of company development

• Build strategic relationships across founders, investors, operators, and industry leaders to facilitate collaboration, knowledge-sharing, and growth

• Support founders from early traction through significant revenue growth, with a focus on long-term enterprise value and sustainable scaling

Financial & Market Risk Oversight

Capital Stewardship & Exchange Operations

• Directed trading operations and risk management on major exchange floors, maintaining capital
  discipline under extreme market stress

• Supervised financial audits, net capital requirements, and ongoing regulatory compliance
  under SEC and FINRA frameworks

• Managed liquidity models and financial exposure during structural shifts in capital markets

Board-Level Focus Areas

• Audit & Risk Committee Oversight

• Digital Asset Platforms & Fintech Governance (Silo Markets)

• AI, Data Infrastructure & Model Risk (Desync.ai, Gateway Partners)

• Early-Stage Startup Acceleration & Investor Readiness (Gildre)

• Strategic Business Development & Partnership Growth

• Founder Advisory & Social Impact Governance (VPG)

Executive Career Summary

• Advisory Board Member — Silo Markets

• Advisory Board Member — Desync.ai

• Board Member — Visionary Philanthropy Group (VPG)

• Business Development — Gateway Partners (AI Strategy & Governance for Insurance)

• Co-Founder & Managing Partner — Gildre (Founder Ecosystem & Mentorship Platform)

• Founder & Chief Executive Officer — Proprietary Trading & Specialist Firm (Acquired by NASDAQ-listed firm)

• Exchange Specialist & Floor Trader — AMEX & PHLX

(For full chronological detail, refer to the complete Board CV)

[ Download Full Board CV PDF ]