Capital · Strategy · Execution
I deploy capital where
conviction meets data.
Over two decades across institutional asset management, investment banking, and private markets. Two operating platforms built on institutional infrastructure and contrarian conviction.
Core Businesses
Everything I do flows through these two platforms. One anchored in capital strategy, the other in ventures and execution.
Investments & Ventures
PC Funding
ActiveStrategic capital deployment for founder-operators scaling proven models. Alignment-first structures with downside protection and transparent economics.
Disciplines
Institutional rigor applied to entrepreneurial ventures. Capital meets conviction.
Capital Strategy
Structuring investment vehicles, fund formation, and strategic capital allocation across asset classes and market cycles. Focused on permanent capital structures and duration-matched deployment.
Private Markets
Direct investment and advisory across real estate, venture, and private credit. Principal-led, not intermediary-led. Hands-on involvement from sourcing to exit.
Institutional Asset Management
Portfolio construction, risk management, and institutional-grade reporting built on two decades of buy-side experience across Merrill Lynch, Highmark Capital, and Bailard.
Revenue & Growth Strategy
Data-driven go-to-market frameworks for portfolio companies. Aligning capital deployment with sustainable revenue growth and measurable unit economics.
Corporate Finance & Advisory
M&A advisory, valuation, deal structuring, and strategic transactions for growth-stage and established companies. Emphasis on capital efficiency and downside protection.
Venture Operations
CFO/COO-level operational support for early and growth-stage ventures. Financial modeling, governance, investor relations, and 90-day value creation planning.
Education & Background
MBA, Finance
W. P. Carey School of Business
Arizona State University
B.S., Finance
W. P. Carey School of Business
Arizona State University
Licenses
Series 7 (General Securities Representative)
Series 66 (Uniform Combined State Law)
Prior Experience
Merrill Lynch
Highmark Capital Management
Bailard
About
Career built across Merrill Lynch, Highmark Capital Management, and Bailard. Over two decades on the institutional buy side: portfolio construction, risk management, and capital allocation across public and private markets.
Founded Prince Capital to apply that institutional infrastructure to direct private market investing. The thesis is straightforward: the best risk-adjusted returns live in markets where conventional allocation models underweight or ignore entirely. Late-stage venture secondaries, lower-middle-market roll-ups, structured credit.
PC Funding deploys strategic capital for founder-operators with alignment-first structures. HighTide Capital Group executes PE roll-ups in home services and digital media. APEXX AI builds operational AI systems for service businesses. The Romulus Entertainment Fund extends that thesis into original film and television financing.
Today I serve as CFO for Common Ground and PC Funding, Co-Founder and Managing Partner of HighTide Capital Group, Co-GP of the Romulus Entertainment Fund, and Founder of APEXX AI. Every vehicle is built on the same principle: institutional rigor applied where it creates the most asymmetric advantage.
Open To
Strategic Capital Partners
Alignment-first capital deployment for founder-operators scaling proven models. Structured for long-term partnership with transparent economics and active involvement.
Advisory & Board Roles
CFO/COO-level strategic advisory for growth-stage companies navigating fundraising, institutional relationships, and complex capital structures. Preference for situations where operational finance creates measurable leverage.
Co-Investment Opportunities
Selective co-investment alongside institutional and family office capital in late-stage venture secondaries, real estate, and private credit. Minimum check sizes and structures negotiated per opportunity.
Prince Capital Group