For more than 20 years my passion has been helping leaders solve their biggest problems, creating even more successful outcomes for themselves and for the world. Leveraging my background, my innate strategic ability and an innovative solution lens, I consistently help investors, businesses & business leaders achieve higher levels of success, whether lecturing MBA students at HBS, advising Fortune 50 CEOs, or in my current coaching work helping visionary leaders of some of the world’s largest family offices, and founders of their portfolio companies, achieve exceptional wealth, impact & legacy results.
After earning an MPA from Harvard, with multi-disciplinary curricula across Harvard Kennedy School, Harvard Business School & Harvard Law School, I was a consultant with Bain & Company, then went on to American Express where I rose through the ranks to Sr Director leading M&A and new product development teams for the CEO. Keenly aware that – for maximum success – coaching the individual is as important as advising the organization, and frustrated by some of the shortcomings of traditional business strategy, after leaving to launch my own firm, I joined Tony Robbins’ inaugural class of certified coaches and melded the two approaches into a unique success formula for my clients to succeed personally and professionally far beyond their current trajectories.
My coaching work with visionary leaders has included creating & executing a global expansion plan to install bottle lights in slums around the world, partnering to launch the United Nations’ first series of $100mm-$200mm SDG-focused blended capital funds, and convening leaders of some of the world’s largest families to collaborate on multiple world-changing initiatives.
I have spoken annually at Harvard and at the UN, and am frequently asked to speak at family office private wealth conferences and to guest on podcasts, as I compellingly evangelize impact investing strategies that, when done properly, align financial alpha and positive societal impact, helping clients reduce beta significantly by asking the right questions to reveal environmental, social and governance (ESG) blind spots that could otherwise cost millions of dollars when they come to light.
My life is dedicated to the success of others in their quest for outsized results, blending wealth, impact, legacy, and personal happiness. Regardless of how successful someone is, I have the ability to help them be, do, have, and give even more. I create custom packages to help you achieve more superior results than you ever believed possible.
Keywords
impact investing, family office, systemic solutions, SDGs, ESG, sustainability, intergenerational wealth, matriarchs, millennials, asset managers, Angel investing, Harvard, Bain, unintended consequences, PE/VC, wealth and legacy
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