• 30+ years in investment and commercial banking and financial consulting. Led and executed numerous complex leveraged transactions.
• Co-founded Beechwood’s predecessor, The Rockland Group in 2003. Managing Director at Millburn Capital Group and Amper Investment Banking.
• Previously at Dresdner Kleinwort Wasserstein as head of the NY Leveraged Finance Group and founded the Real Estate and Public Finance Groups.
• Prior to Dresdner, served in various capacities at Fortis Capital, Citibank and PNC.
• BS and MBA in accounting from The Kelley School of Business at Indiana University.
• Holds licenses with FINRA: Series 7, Series 63, Series 27, Series 79 and Series 24.

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• 40+ years providing merger and acquisitions and financing services. Joined Beechwood in March 2019.
• Founded CVF Securities in 1989, a registered broker-dealer (dba Millburn Capital Group), providing buy and sell-side M&A and financing services to middle market companies (sold in 2017).
• Previously a Managing Director in the Media and Telecommunications Investment Banking Group at CIBC Oppenheimer and a VP in the Media Group of Chase Manhattan Bank.
• BA from SUNY Binghamton, MBA from NYU.
• Holds licenses with FINRA: Series 7, Series 79, Series 24 and Series 63.

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