Experience

    • Temasek in the establishment of Decarbonization Partners, an investment partnership with BlackRock.
    • The Carlyle Group in its acquisition of Abingworth, a life sciences investment firm.
    • Constellation, backed by institutional investors Caisse de dépôt et placement du Québec and Ontario Teachers’ Pension Plan Board, in its acquisition of and $500 million capital contribution to Ohio National, as part of Ohio National’s demutualization process.
    • IDB Bank, the largest Israeli bank operating in the U.S., in the creation of IDB Lido Wealth, a new strategic partnership and joint venture with Lido Advisors, a full-service, independent RIA.
    • Jackson and Prudential plc in the separation of Jackson through a demerger, in a transaction valued at approximately $2.5 billion and that establishes Jackson as an independent, publicly-traded company.
    • Glendower Capital in its strategic partnership with CVC, creating a combined group with total assets under management of approximately €113 billion.
    • Fortitude Re, a Carlyle Group portfolio company, in its acquisition of a $31 billion block of legacy variable annuities from Prudential Financial for a total transaction value of $2.2 billion.
    • Aflac in its $2.1 billion strategic partnership with Denham Capital.
    • Prudential in the sale of its retirement plan business to Empower for a total transaction value of $3.55 billion.
    • American International Group in its strategic partnership with Blackstone Group for its Life & Retirement business.
    • Parnassus, the largest ESG-dedicated fund manager in the U.S., in its sale of a majority equity interest to AMG.
    • MassMutual in its $3.5 billion acquisition of Great American Life, a wholly owned subsidiary of American Financial Group.
    • Investcorp in its strategic partnership with Centre Lane Partners.
    • Prudential plc and Jackson National in the reinsurance to Athene of $27.6 billion of Jackson’s in-force fixed and fixed index annuities and a $500 million equity investment in Jackson’s holding company.

Education

  • Duquesne University School of Law, 1999, J.D.
  • Marietta College, 1996, B.A.