A•• C•••••••• T••••••: person on the private equity graph

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current roles: 0
Past roles: 1
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (1)

← G••••• C••••••• L••FirmChief Operations Officer - Wealth Management
Nov 1, 2019 to Jul 17, 2020inferenceForm ADV

Dated events

Occurred
Jul 17, 2020
Person left
••• Locked
G••••• C••••••• L••Form ADVobserved 9 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:dd42c0c8-0173-415b-b1fb-677e5c81376c
First observed: n/a
Last observed: Sep 13, 2026 9 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.