While Others React, I Anticipate

Futurist who turns contrarian insights into exceptional returns
Harvard MBA/JD • Princeton summa • Success across six continents

The most valuable opportunities hide in plain sight—until someone with the right lens brings them into focus.

When Avon’s board questioned African markets, I initiated what became its most profitable subsidiaries in Nigeria and the Ivory Coast. Years before Wall Street recognized China’s sourcing potential, I initiated the first joint venture between the PRC and a Fortune 500 Company (Campbell’s Soup) while at Lehman Brothers. I founded the Transactions Development Group at Drexel, working for Mike Milken, to identify, acquire and finance undervalued companies. Long before cloud computing became conventional wisdom, I co-founded one of the first cloud/SaaS companies—acquired by Oracle, with a successor achieving a $13.5B valuation. Currently an investor in its third iteration, the industry leader with agentic AI, having raised the A round.

This isn’t luck. It’s systematic pattern recognition.

My advantage isn’t just experience—it’s perspective.

I see patterns others miss because I combine elite academic training (Harvard Baker Scholar, Princeton economics summa, Churchill Scholarship to Oxford) with hands-on execution across six continents. More importantly, I cultivate relationships with industry pioneers, academic visionaries, and international thought leaders who share breakthrough insights years before they surface in mainstream discourse.

The results speak for themselves:

• Pioneered index investing working directly with Burton Malkiel (Random Walk Down Wall Street, twelfth printing,1.5M+ copies) and Mac McQuown—his “oddball” Wells Fargo unit became the foundation of BlackRock’s $11 trillion business
• Co-founded Telephony@Work, one of the first cloud companies, acquired by Oracle. Its third iteration now leads its market with proprietary agentic AI; raised the A round and remain an investor
• Currently strategizing for MY.MUSIC, exclusive commercial partner of the legal global monopoly, the .MUSIC top level domain that Amazon and Google fought to acquire—positioned to become the hub of the global music industry, providing intuitive plug-n-play solutions for artists

What’s emerging on my radar: The irreversible shift to an Asia-centric global economy, the defense technology investment opportunity for early-stage companies, and the profound ways agentic AI is reshaping both customer experience and higher education. These aren’t incremental changes—they’re foundational shifts that will define the next decade and beyond.

Current leadership:

• Board/Audit Committee, Employbridge (~$3+B revenue, largest US industrial staffing, Apollo Global portfolio company)
• Managing Director, ViciPartners (consistently increases client profits 50%+ through performance-based strategies) Clients include Blackstone, KKR portfolio companies, Humana, Panasonic
• Managing Director, B Generous (leading marketplace for nonprofit financing)

The future belongs to those who can see it clearly before it arrives.

I don’t just adapt to change—I help create it. By the time others recognize the opportunity, I’m already three moves ahead, with strategies in place and partnerships formed.

What transformational opportunities are you missing while they’re still invisible to your competitors?

Professional History

Previously, Jeff co-founded Anthem Partners, a private equity firm with Sanwa Bank of Japan (then the world’s largest bank) as its capital partner, doing business in the US, Europe, and Asia. Before that he was recruited from Lehman Brothers/NYC to Drexel/BH by Michael Milken to found and manage Drexel’s Transactions Development Group, which identified, financed, and executed investment transactions for corporations, financial sponsors, and family offices. Jeff was also Director – New Markets and Export Operations/Avon Products with operational responsibility for a $400 million business (current dollars) and Assistant to the CEO – Louis Dreyfus & Cie., doing business in the US, Europe, the Middle East, and S. America.

Articles in Leadership Excellence, Educom Review, Worldwide Association of Business Coaches and Boardwise

Education

Harvard Business School / MBA Baker Scholar/Loeb Rhoades Finance Prize/Century Club
Harvard Law School / JD cum laude/Winner Williston Contract Competition
Princeton / BA Economics summa/Prize for Best Business Thesis

Boardwise / Board of Directors Certificate
MIT SMR / Data and Disruption: Mastering AI and Machine Learning for Finance Certificate
Univ. of Virginia and EIT Digital / Digital Transformation Certificates
Oxford University / Selected as a Churchill Scholar by the English Speaking Union