Home: Milwaukee, WI. Birthplace: West Allis, WI (aka “S’tallis”). Profession: Investment banker focused on privately held businesses. Organization: Promontory Point Capital. Title: Partner and Co-Founder. Pronouns: He/Him/His. Alma mater: Marquette University (MBA, Corporate Finance); University of Wisconsin-Milwaukee (BBA, Accounting).
Current project: Celebrating our firm’s twenty-first anniversary. What’s been your big (or biggest leap)? Co-founding a business while parenting a 6-year-old and a 4-year-old. Hobbies: Peloton (2,500+ rides). Last book read: The Carpenter, by Jon Gordon. Recent unique acquisition: Acquiring a cool cabinet to display and share my love of bourbon.
What one word would your closest friend use to describe you? Funny. What is your greatest joy? My wife and children. What is your greatest fear? Failure and disappointing others. What is your guilty pleasure? Bourbon Old Fashioned cocktail. What word or phrase do you use far too often? Got it! What occupation, other than your own, do you most admire? Anything in patient care. Those health care professionals are superheroes. What is your go-to workout? 45-minute Peloton bike ride. What ingredient is essential to your perfect vacation? A swimsuit.
What was your first paying job? Morning paper carrier. What was your favorite college course? Public Speaking. What movie have you repeatedly watched? The Shawshank Redemption. What’s prominently featured on your home or office wall? Pictures of my family. Besides your parents, who has had the greatest influence on your life? My wife. What’s the best advice you received in your career? Never stop learning. What is your favorite app? Spotify.
What message do you want to send out into the world?
Don’t sweat the small stuff. What if it all works out?
What mega-trend most excites you? AI tools to increase free time for humans. What mega-trend most concerns you? The potential for AI to expand fraud.
Who would you like to spend an evening with, in heaven? Mom and Dad. As a kid, what did you first want to be when you grew up? A doctor (my sister did that instead). How would you choose to spend tomorrow, if you knew it was your last day on earth? With my family, at Disney World. What advice would you give your younger self? The biggest risk is not taking a chance. What day in your life would you choose to re-live? My wedding day.
Personal motto: Results matter! Favorite quote: “By speaking less of your plans, you often get more of them done” (P.F. Chang fortune cookie).
