Get to know me
Read about my story and the character strengths that are my nature.
Like you, I am a professional striver. My journey of self-discovery includes wrestling with the lack of harmony across the work, family, and community aspects of my life and a sense of incompleteness. I sought understanding and self-compassion by delving into my interests in the science of human wellbeing, and the transcendent wisdom of ancient philosophy. In doing so, I came to understand that my nature is that of a seeker of wisdom, a perspective-maker, and a teacher.
Throughout my career, I have been at my best and most fulfilled when acting as a leader, mentor, and/or advisor to others in support of their achievement of professional goals. The same applies to my family and community life whether it be supporting my three children in their personal development or coaching youth soccer teams.
The work I do today – coaching fellow strivers and guiding private equity-backed companies – reflects my own lived experiences, pursuit of knowledge, and self-discovery. In all my work, I integrate scientifically proven, evidence-based tools and practices of positive psychology with Stoic philosophy to bring the best out of others and to share the practices that enable the cultivation of a life of accomplishment, purpose, and harmony. I aim to provide wise, non-judgmental, and optimistic guidance to fellow strivers and the companies they shepherd.
WORK I’VE DONE
Growth Equity Investor
20 years as a growth stage investor. Founder of Workhorse Capital. Former Managing Director of Meritage Funds.
Private Company Director
Guided more than ten private equity-backed companies. Fiduciary and non-fiduciary roles.
Private Company Executive
Multiple-time CEO. President, COO. CFO. Gratified by the opportunity to guide teams to thrive, navigate obstacles, create positive outcomes and serve stakeholders well.
Turnaround Advisory
Advice and counsel for underperforming businesses during times of transition including leadership change and value-realizing transactions.
Corporate Finance Advisor
Advised dozens of private companies in pursuing transactions that unlock value creation. Capital formation. Liquidity, sale, merger. Acquisitions.
OTHER ASPECTS OF ME
Education
Kellogg Graduate School of Business, Kelly School of Business at Indiana University
Family
Father to three amazing adult children. Husband. Son. Brother.
Roots
Born in PA. Raised in MI. Live in CO. Nature. Stardust.
Athlete
Skier. Rider (mountain/road). Runner. Hiker.
Joys
Coaching. Teaching. Reading. Learning. Exploring. Traveling. Road-tripping. Hugs.
Awes
National parks. Vastness of the Universe. String theory and quantum mechanics. Consciousness.
Wellbeing Practices
Gratitude. Mindfulness. Savoring. Awe. Habit design. Philo-education. Character strengths.
In the transcendent wisdom of Stoicism and the modern science of positive psychology I have found the perspective, tools, and ways of thinking that support me in flourishing.
A tenet of Stoicism is that virtue is the only “good” worthy of pursuing. I subscribe to this idea and the modern-day science of character strengths (values in action), which invites us to actualize virtues through practices that align our actions with our values.
”If you live in harmony with nature, you will never be poor; if you live according to what others think, you will never be rich.
- SENECA
Get to know me through my character strengths.
My Signature Strengths
Wise, Perceptive, Knowledgeable, Good Listener.
Perspective means to provide wise counsel to others and having ways of looking at the world that make sense to oneself/others.
01 Perspective
Compassionate, Merciful, Gracious, Accomodating.
Forgiveness means to extend understanding toward those that have wronged you. It involves letting go of inner tension and feelings of resentment.
02 Forgiveness
Balanced, Empathetic, Evenhanded, Impartial.
Fairness means to adhere to principles of justice, not letting biases get in the way of decisions about others. It’s about giving each person a chance.
03 Fairness
Positive, Future-Minded, Supportive, Goal-Oriented.
Hope means to be future-oriented with positive expectations and optimism. It is about having a belief that something good can be brought about in the future.
04 Hope
Playful, Lighthearted, Good-natured, Funny.
Humor means to recognize what is amusing in situations by pointing out what is funny or inconsistent. It involves lifting the moods of others with jokes, stories, or funny observations.
05 Humor
The work I'm called to today includes coaching private equity-backed executives and providing independent director, executive chair and interim operating services to the private equity-backed companies they shepherd.
Independent Director, Executive Chair and Interim Executive Services for private-equity backed companies.