Founder & Managing Member at 10 || 2 Capital Partners, LLC

Driving investment & strategy for transformational companies and venture funds within MedTech, BioTech, NanoTech, AI, Robotics, Digital Health, and SaaS.Securities transactions effected through Weild & Co., member FINRA/SIPC.10 || 2 Capital Partners, LLC selectively advises and unites SMART Capital™ (single family offices, corporate venture capital, foundations, endowments, and sovereign wealth funds) with compelling private market investments.Whether a disruptive, early-to-late-stage company; niche venture fund; or innovative, lower middle-market business; the primary verticals include:✥	MedTech: Medical Devices (Respiratory, Cardiovascular, and Neurological)✥	BioTech: Precision Medicine, Infectious Disease Diagnosis/Treatment, and 3D Bioprinting✥	NanoTech ✥     Applied Artificial Intelligence, Robotics, and Internet of Things (IoT)✥     Digital Health: Diagnostics and Therapeutics✥     Sustainability and Impact✥     SaaSSpecialties within focused verticals:✥     Bespoke capital raising, governance, and alternative investment / private company marketing✥	Reg-D private placement offerings (Equity, Debt, and Hybrid Securities)✥	Due diligence and strategy	✥     Global network of advisory and C-level contacts✥	Accountability and board governance✥     Investor relationsSMART Capital™ ⓈtrategicⓂeaningful Ⓐccredited investor / QIP and / or QIB, Ⓡeputable, and Ⓣransformative
    
        …
      
        see more
      
    




      10 || 2 Capital Partners, LLC
        
  

Sandhill is a firm committed to excellence and results for our clients. What started as a small team of research professionals in 2004 has grown to over $1 Billion in client assets and a firm recognized on CNBC’s list of Top 100 Fee-Only Wealth Management firms (2014 & 2015).  Sandhill was also named to the Financial Times 300 RIA list of top US registered investment advisors on June 22, 2017.Sandhill was built with the intention of producing results that outperform benchmarks and putting clients first.  Our extraordinary client base is comprised of individuals, families, corporations, foundations, and endowments..
    
        …
      
        see more
      
    




      Sandhill Investment Management
  

Results-driven, Senior Advisor holding FINRA Series 7 and 66 licenses guiding individuals and families with balance sheet levels requiring bespoke investment management, planning, and charitable / legacy solutions. Additionally, I focused on sourcing and partnering with foundation, endowment and other long-term institutional investors seeking global multi-asset portfolios, including outsourced chief investment officer (OCIO) services.
    
        …
      
        see more
      
    



TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being. We are the leading provider of financial services in the academic, research, medical and cultural fields, serving more than 5 million people. We support our customers every step of the way as they plan for and reach financial milestones, just as we have for 100 years. 

For our Terms of Use, please visit http://bit.ly/20jMbbX. 

TIAA-CREF Individual & Institutional Services, LLC, Members FINRA and SIPC, distribute securities products.

TIAA is not responsible for the content or privacy policies of third-party sites to which you may link.

642398


      TIAA-CREF
  

Entrepreneurial, investment professional responsible for sourcing, developing, and closing institutional investment consulting clients nationwide comprised of private and public pension plans, endowments, foundations, insurance companies, and OPEB trusts. ✥   Self-generated over $60 billion in plan sponsor assets yielding over $3 million in annual retainer fees.✥   Self-generated over $1 million in one-time project fees.✥   Sourced and closed first and largest risk management investment consulting client within division (2007).✥   Increased division client base each year.✥   Accelerated interest in the Wilshire Compass investment technology product by over 200%.Speaking Engagements: Investment Management Institute (IMI), Greenwich, CT.•	IMI 27th Consultants Congress, “Building Value at the First Meeting”, San Francisco, CA, 2011•	IMI 25TH Consultants Congress, “Winning the Finals”, New York, NY, 2010•	IMI Endowment & Foundations Forum, “Distressed vs. Stressed Debt”, Longboat Key, FL, 2009•	IMI 22nd Consultants Congress, “Marketing and Servicing the 401(k) Marketplace”, San Francisco, CA, 2008•	IMI Faith-Based Investment Leadership Forum, “Hedge Funds”, Longboat Key, FL, 2007
    
        …
      
        see more
      
    



About us

  Wilshire Associates'​ (Wilshire ®) mission is to provide innovative investment solutions and objective, independent investment advice to investors throughout the world.

Since its founding in 1972, Wilshire Associates has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services, and technology solutions. We have worked throughout our history to maintain our strong commitment to our clients and to retain our position of leadership in providing innovative ideas to the investment industry.


      Wilshire Associates
  

Senior Financial Advisor with eleven years of new business development and advisory experience in private wealth management, corporate retirement plans, commercial lending, capital markets, and the origination of private equity and subordinated debt transactions.  717 Fifth Avenue, NYC✥  Self-generated $290 million in private wealth investment assets, corporate loans and private sector retirement plans.✥  Increased assets under management by more than 15% each year.✥  Broad consultative sales experience in acquiring, servicing and implementing customized investment and credit solutions for affluent families, corporations and senior executives of public and private companies.✥  Professional Development Program mentor.✥  Selected to present "consultative sales mindset" and getting to the “C” level accounts to financial advisor trainees.✥  Proven relationship building and negotiating skills with executives of public and private companies to uncover proprietary transaction opportunities✥  Reciprocal business relationships among accountants, attorneys, and other spheres of influence.✥  Origination of private transactions requiring growth capital, emergence financing, mezzanine capital, secondary offerings, senior debt and real estate financing.
    
        …
      
        see more
      
    



Founded in 1914, Merrill is one of the largest wealth management businesses in the word. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first Merrill financial advisors draw upon the investment insights of Merrill  and the banking of Bank of America to unlock opportunities tailored to their clients needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning. eldercare, philanthropy, estate planning services. small business services, and access to cash management & banking strategies. 

Any opinions. views, statements. estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html 

Disclaimer 

The site is maintained by a third party that has no affiliation with Merrill lynch, Pierce, Fenner & Smith Incorporated ("MlPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. 

Bank of America linkedin Community Guidelines: 

http://about.bankofamerica.com/en-us/social-media/linkedin-community­guidelines.html


      Merrill Lynch
  

Capital raising for small and middle-market sized companies seeking growth capital, emergence financing, and divestitures.


Founder & Managing Member at 10 || 2 Capital Partners, LLC

10 || 2 Capital Partners, LLC

Founder & Managing Member

Sandhill Investment Management

Capital Introductions

TIAA-CREF

Wealth Management & Non-Profit Institutional Investment

Wilshire Associates

Vice President of Institutional Sales and Business Development

Merrill Lynch

Vice President, Wealth Management Advisor

Kraemer Consulting

President

Erasmus University Rotterdam

Certificate, Advanced Valuation and Strategy - M&A, Private Equity, and Venture Capital

Indiana University of Pennsylvania

English / Pre-Law and Economics

B.A.

Mt. Lebanon High School