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.

Jan–Oct 2024
Presence

Meridian — 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.

2023–2024
The Method Travels
Communications · Marketing · Operations

A fifty-year-old Brooklyn family business

Family-owned, minority-owned, 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.

Discretion is not a gap in the portfolio. It is part of the assignment.

Further context is available in a direct conversation where appropriate.

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