| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
FORUM REAL ESTATE INCOME FUND | Asst. Treasurer | Since Jun 2022 | — |
ADVANCED FLOWER CAPITAL INC. | PFO | Since Mar 2026 | — |
AOG INSTITUTIONAL DIVERSIFIED MASTER FUND | Chief Financial Officer | Since May 2023 | — |
AOG INSTITUTIONAL FUND | Chief Financial Officer | Since May 2023 | — |
AOG INSTITUTIONAL DIVERSIFIED TENDER FUND | Chief Financial Officer | Since May 2023 | — |
DESTINY TECH100 INC. | Chief Financial Officer | Since Dec 2023 | — |
PRIVACORE PCAAM ALTERNATIVE INCOME FUND | Principal Financial Officer | Since Jun 2024 | — |
PRIVACORE PCAAM ALTERNATIVE GROWTH FUND | Principal Financial Officer | Since Jun 2024 | — |
DESTRA MULTI-ALTERNATIVE FUND | Assistant Treasurer | Since Aug 2022 | — |
PRIVACORE VPC ASSET BACKED CREDIT FUND | Treasurer; PFO | Since Sep 2025 | — |