Finance & SaaS Career
Finance & Enterprise SaaS
Two decades advising UHNW clients at Morgan Stanley, Credit Suisse, and Forbes Family Trust. Then a decade as CRO and CEO scaling SaaS companies from seed to significant ARR. Now applying that experience to HedgeNova.
20+
Years on Wall Street
$8M→$18M
ARR at Scoro
$5M→$11M
ARR at Decile
$10M→$100M
DLJDirect revenue scale
Career History
HedgeNova
Aug 2025 – Present
Chief Executive Officer
Building AI-native algorithmic trading platform for individual investors.
- •Leading 22-person global sales & marketing team.
- •Democratizing institutional-grade quantitative strategies.
- •Expanding across European asset classes starting with gold.
SteppingStones.ai
Sep 2023 – May 2026
Chief Revenue Officer
CRO for agentic AI platform.
- •Built enterprise GTM strategy and revenue organization.
- •Agentic AI platform for enterprise clients.
Decile
Sep 2019 – Sep 2023
CRO / VP Sales & Marketing
$5M → $11M ARR
- •Led 16-person sales & marketing team.
- •Implemented land-and-expand strategies achieving top-decile NRR.
- •Collaborated with C-suite to align sales organization for maximum growth.
Scoro
Apr 2017 – Aug 2019
CRO Americas
$8M → $18M ARR
- •Managed 12-person enterprise AE team, consistently exceeding quota.
- •Oversaw 8-person marketing team developing US-focused strategies.
- •Built customer advocate programs and generated strong customer references.
Forbes Family Trust
May 2012 – May 2013
Managing Director
UHNW private investment advisory.
- •Forbes Family Trust private investment advisors.
Morgan Stanley
Aug 2006 – May 2012
Vice President, Private Wealth Management
UHNW & Family Office relationships.
- •Critical member of NY Private Wealth Management team.
- •Managed relationships with UHNW clients covering investment strategy and account performance.
- •Identified and closed new UHNW and Family Office relationships and mandates.
- •Coined the term 'Private Wealth Management' during internal rebranding competition.
Credit Suisse
Aug 2000 – Aug 2006
Vice President
Portfolio manager to UHNW clients.
- •Portfolio manager and asset allocation advisor to UHNW individuals, family foundations, and institutions.
- •Part of team that built DLJDirect into CSFBDirect — scaled revenues from $10M to $100M in one year.
- •Developed client acquisition strategies for offshore client base in Bermuda and Cayman Islands.
- •Managed clients' estate, trust, retirement, and insurance objectives.
PrivateAdvisor.com / Credit Suisse
Apr 2000 – Sep 2000
Vice President
FinTech pioneer — first UHNW online investment platform.
- •One of the originators of the FinTech space.
- •Created the first UHNW online investment site with a $100M budget to disrupt the UHNW investment landscape.
- •The business was eventually acquired and became part of e-Trade.
Morgan Stanley
Sep 1998 – Mar 2000
Associate, Private Wealth Management
Foundation in UHNW wealth management.
- •Achieved Series 7, 3, and 66 licenses.
- •PWM Division focused on ultra-high-net-worth client segment.
Goldman Sachs
Jun 1997 – Aug 1997
Summer Associate
GSAM New York training program.