30 year capital markets veteran with extensive industry knowledge and territory development skills. Currently providing private equity, private debt, and real assets fund placement services for Fortress Group Inc., with primary coverage responsibility for Europe, MENA, and the Southeastern United States. Previously co-managed the Southeast Institutional Equity Research Sales effort for Oppenheimer & Co. for 14 years. Direct responsibility for relationship management with analysts, strategists and portfolio managers at money management firms, hedge funds, mutual funds, and state pension plans across a 9 state territory. Prior to that, managed over 300 high net worth client relationships during tenures at Bear Stearns and Lehman Brothers. Responsible for assessing risk tolerance, investment objectives, asset allocation, manager selection and security selection.