Longwall Family Office Team

Estates, Trusts, and Investment Advisory

22 years of advisory experience in trusts, portfolio management, research, and alternatives investing at major institutions

Senior Advisor to Longwall*

Thirty years of experience and research focused on investment outperformance, investment track record analysis, and manager selection

Partner, Portfolio Manager

Three decades of direct investing, and allocating experience in alternative and traditional investments across all sectors

Portfolio Manager

38 years of investment experience in portfolio management, technical analysis, and global asset allocation

Associate

Over 10 years of expertise in institutional sales, business development, and investment management at leading financial institutions.

Estates, Trusts, and Investment Advisory

22 years of advisory experience in trusts, portfolio management, research, and alternative investing at leading institutions.
Previously lead advisor with Alignvest-NorthPoint Investment Partners, implementing the Canada Pension Plan multi-asset portfolio model for family clients
Managing Director at CIBC Asset Management, where he led the $25 billion Institutional Advisory Business
Equity investor and analyst with Goldman Sachs’ Proprietary Investment Group
Senior Multi-industry Research Analyst at Sanford C. Bernstein
Former Member, Ben Gurion University Endowment
Degrees from Harvard Law School and the University of Oxford where he was a Rhodes Scholar

Portfolio Manager

Three decades of direct investing, allocating and consulting experience in alternative and traditional investments and across private and public sectors
Previously Global Investment Committee member, Head of Customized Fund Solutions and Investment Strategy teams at Permal Group
Former Principal Investment Officer for Private Equity and Alternative Investments at Connecticut Retirement Plans and Trust Funds (CT). Oversaw private equity, hedge funds, real assets and opportunistic investments. Represented CT on 50 Limited Partner Advisory Committees and sat on Advisory Board of Alternative Investment Forum
Institutional Investor 2013 Hedge Fund Rising Star. Connecticut's pension fund was named Hedge Fund Large Plan of the Year in 2014 by Institutional Investor and nominated for same award in 2015
B.S. in Economics, University of Pennsylvania; M.B.A. in Finance, New York University

Senior Advisor To Longwall*

Professor of Finance and Investment Management at Harvard Business School and M.I.T. since 2001
Research focused on sources of investment outperformance, investment track record analysis, and manager selection
Entrepreneur with successful experience in small cap equity investing, hedge fund investments, private credit, and private equity investing on behalf of family office clients
Numerous publications in first tier finance journals on subjects like Best Ideas investing and Finding Managers who Outperform
Ph.D. in Finance from the University of Chicago; B.A. (Math) from Harvard University

Portfolio Manager

37 years of investment experience in portfolio management, technical analysis, and global asset allocation
Portfolio manager with Paritas Capital Management, managing a sector rotation strategy and direct index tax-loss harvesting portfolios
Managing Director with Fieldpoint Private, advised family offices with over $1.3B in assets.
Technical analyst developed a proprietary technical trading system for equity index futures.
Managing Director with Citi, led a team of trust specialists providing complex trust and asset management strategies
B.S. in Business Administration, Arizona State University

Associate

Over 10 years of expertise in institutional sales, business development, and investment management at leading financial institutions in China.
Former Vice President of Business Development at Shanghai Bull Asset Management, a top firm specializing in distressed asset investments.
Senior Institutional Sales professional with a proven track record of managing and growing relationships with billion-dollar mutual funds and asset management clients.
Experienced in providing wealth management advice to high-net-worth individuals and family offices, fostering long-term client relationships.
M.B.A. from Kellogg School of Management; B.A. from Shanghai Business School.

*Unpaid equity holder. **2 Unpaid executive