Select Works

Selected engagements across capital, technology, and global forums.

Client names withheld where discretion requires it.

Presence

Executive Programming for Global Forums

Designed VIP business-development and executive-programming engagements around the World Economic Forum, SALT, and Milken, from content and guest strategy through onsite execution.

2021–present
Communications

NYC Investment Fund — Rebrand & Investor Positioning

Led the rebrand, investor messaging, and profile strategy for a middle-market commercial real estate fund targeting private investors, family offices, and institutions.

2024
Operations

Zürich Private Fund — São Paulo Acquisition

Managed a complex acquisition in alternative education, led buyer/seller visioning workshops, and built the operating frameworks used as the fund scaled.

2024
Presence

Global Blockchain Conference

Led programming and execution for a flagship global blockchain conference — including speaker curation and onboarding, messaging, production, and VIP engagement across fintech, traditional finance, and digital assets.

2023–present
Communications

Fintech Venture Studio — Rebrand

Directed a rebrand around the studio’s commercial work in digital assets, blockchain, and ESG, then built the campaigns that carried the new position into market.

2021–2023
Operations

AI Climate-Tech Incubator — Fractional CMO

Built the pre-raise marketing strategy for an AI-powered incubator backing climate-tech startups — positioning the venture to attract capital and accelerate its portfolio from inception to market.

2023
The Method Travels
Communications · Marketing · Operations

A fifty-year-old Brooklyn family business

Family-owned, minority-owned (MBE), fifty years in operation, and now led by its second generation. The mandate: sharpen the company’s market position, modernize how it is found and trusted, and build the systems to sustain the work.

As an adviser across marketing and operations, I rebuilt how the company is understood and how the work moves: a brand and content system grounded in credentials and specificity; a digital presence designed for property managers, co-op boards, and building owners; and internal tools that reduce dependence on any one person.

Different market. Same standard of clarity, credibility, and execution.

Most of my best work is confidential.

If you want the detail behind any of these engagements, ask me directly.

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