The founder of INVEXOS is a four-time Chief Operating Officer with deep domain expertise across private equity, hedge funds, Fortune 500 strategy, and consulting. He has built and scaled institutional infrastructure from the ground up — spanning strategy, operations, and technology.

He began his career implementing ERP systems, accounting platforms, and analytics tools for Fortune 500 clients — including roles in Big 4 consulting and at a leading accounting software company. He later led M&A, strategic planning, and business development for a Fortune 500 new technologies division before serving as COO of multiple asset management firms, including an AI- and machine learning–driven trading firm. Most recently, he was a founding partner of a private equity firm, where he architected the operational foundation that enabled its growth to $2B in AUM.

He holds an MBA from Duke University and a BBA from Emory University, where he double-majored in Accounting and Information Systems — a combination of financial and technical training that continues to shape his systems-based approach to scaling investment firms.

Drawing on deep domain expertise, technical fluency, operational rigor, and strategic insight, he is creating INVEXOS to bridge how firms invest with how they scale — designed to power everything from investment to exit, the full arc behind its name, delivered through a purpose-built OS for private equity and venture capital.