Co-Founder & Chief Investment Officer

San Francisco Bay Area

We founded ForUsAll with the simple mission to help every small business in America offer their employees a low-cost way to save for retirement. We believe traditional small business 401(k)s are broken - they're too expensive, too time consuming for employers and don't offer employees enough help. As a result, nearly 2/3 small businesses don't currently offer 401(k)'s to their employees. So we're changing that... The ForUs 401(k) for Small Business is a new-school solution for those who don’t have time for old-school complexity. It’s new-tech-easy, seriously effective, and cheap. Yup, cheap – like half the cost of the typical 401(k) cheap.

Senior Portfolio Manager

Palo Alto

I worked with a brilliant team deeply comitted to providing every American access to trusted retirement advice. Our small portfolio management team of 4, effectively used technology to manage $60B+ in retirement assets across 600,000 retirement accounts. That's scale! I designed and launched the money management system for Income+, Financial Engine's retirement drawdown service. Launched in 2011, Income+ helps 401(k) participants balance growth and safety as they transition into retirement. Once in retirement, Income+ generates steady retirement payouts directly from the 401(k). Since its launch, Income+ quickly became the leading retirement drawdown solution for large plan sponsors. I worked with our sales team to provide our services to Fortune 500 companies and partners.

Financial Analyst

We conducted business valuations for fairness opinions, solvency opinions and litigation. We excelled at providing expert witness testimony, calculating economic damages and valuing intangible assets (e.g., intellectual property, goodwill, etc.).