Financial Experience

Financial Experience

  • Chairman, Liberty Street Capital, founded as a private investment banking and financial consulting firm, has completed over $2 billion in transactions. Now an asset protection firm dedicated to best of breed investment strategies for its private clientele.
  • Senior Investment Banker, Goldman, Sachs & Co.
  • Senior Vice President, Lehman Brothers
  • Portfolio Manager, Morgan Stanley Smith Barney
  • Developer, Buy-Right Index Portfolio Management Strategy. One of first programs in the nation to combine Exchange-Traded Index Funds with covered calls and selected hedging techniques to create benchmark performance portfolios with lower volatility.
  • Strategic Advisor to Theta Capture Fund™.Private fund hedging the sale of S&P 100 Index put options with CBOE VIX futures contracts to create a partially-hedged premium selling program.
  • Series 7, 63 and 65 Securities Registrations
  • Funded six private companies that became public companies

Liberty Street Advisory Group refers to the separate entities, Liberty Street Law, Liberty Street Capital and Trust & Estate Stewards. None of these entities or persons furnish actuarial, accounting or comprehensive tax advice. Liberty Street Law is a law firm, and does not provide investment management, or any financially-related services. Liberty Street Capital, is a limited liability company registered as an investment advisor in Georgia and other locations. Trust & Estate Stewards is a limited liability company. Past results are not a guarantee of future performance.