- Chief Executive Officer and Chairman of Duff & Phelps, a global corporate advisory firm, since 2004, growing the company from $30 million in revenues to more than $1 billion and to nearly 4,000 employees across 70 global offices; led the company through a $4.2 billion acquisition by a global investor consortium
- Previously Founding Partner of Stone Ridge Partners, a mergers and acquisitions advisory firm (where he used this platform to acquire Duffs & Phelps), a Partner at Thomas Weisel Partners and at Furman Selz, and a Managing Director at Lehman Brothers
- Member of the Council on Foreign Relations and Black Rock Forest Consortium Leadership Council, a Trustee of the National Outdoor Leadership School (NOLS), serves on the Board of Directors of Focus Financial Partners, and is a former Trustee of The Brearley School
- B.A. in mathematics from Princeton University and an MBA from Harvard Business School