ABOUT ME
From Tampa to Luxembourg and Back
A Finance Career Built on Partnership
I'm a finance executive with 25+ years building operations across the United States and Europe—from Vanguard to BlackRock to Luxembourg-based multinationals. I bring CFO-level expertise to mid-market companies, family offices, and private equity portfolio firms.
THE STORY
How a Tampa native built a finance career across two continents
I grew up in the suburbs of Philadelphia where I earned my college degree and started my finance career at Vanguard in the late 1980s. Those early years taught me something crucial: great finance leadership isn't built on spreadsheets—it's built on systems, processes, and people. Working in Vanguard's operations, I learned to never lose sight that everything you do is done in service to the client, the discipline of precision, and the importance of getting the details right when billions of dollars are on the line.
In 2001, I took a leap that changed everything. I moved to Luxembourg to serve as Managing Director for Aegon Transamerica establishing their offshore finance division—an operation spanning 12 countries across Europe, Asia, and the Americas. Luxembourg taught me what it really means to operate internationally: navigating IFRS, managing cross-border teams, working in multiple languages, understanding European business culture. I became fluent in Portuguese, obtained EU citizenship, and built a life in Europe.
Over the next 15 years, after relocating to Tampa, I built my career across some of the world's leading financial institutions—BlackRock, Franklin Templeton, Aegon Transamerica. Each role added new layers: complex fund structures, regulatory compliance, team leadership, ERP implementations. I moved from analyst to manager to director to VP, always focused on building operations that could scale.
Today, I work with mid-market companies, private equity portfolio firms, and family offices that need sophisticated finance leadership. Whether it's a US company expanding into Europe, a European firm entering American markets, or a family office seeking CFO-level expertise with a personal touch, I bring 25+ years of experience and a unique perspective that bridges two continents.
"Twenty-five years at large firms taught me that the best finance leaders aren't the ones in the corner office—they're the ones in partnership with the team, rolling up their sleeves, owning the details, and solving problems alongside them. That's the leader I've become."
This combination—institutional expertise delivered through genuine partnership—is what I bring to every engagement. See specific case studies →
THE EXPERIENCE
A career leading financial institutions and global enterprises
BLUE-CHIP FIRMS
- The Vanguard Group
- Aegon Transamerica
- BlackRock
- Franklin Templeton Investments
- MetLife
- Stolt-Nielsen Limited
INTERNATIONAL EXPERTISE
- 5+ years based internationally
- 12-country European operations
- EU citizen (Portugal)
- Portuguese fluent
- IFRS and US GAAP expertise
- Cross-border tax and regulatory
LEADERSHIP ROLES
- CFO
- Managing Director, International
- VP, Asset Management Operations
- Director of Finance / Fund Admin
- ERP implementation leader
- Change management specialist
FAMILY OFFICE FIT
- High-touch, personalized service
- Discretion and confidentiality
- Long-term partnership focus
- Sophisticated multi-asset expertise
- Multi-generational perspective
- Institutional rigor, personal touch
Want to understand how these experiences translate to specific capabilities? Explore my expertise →
THE DIFFERENCE
What sets me apart in a crowded field of finance executives
I don't just understand U.S. finance—I've lived and worked in both markets. U.S. citizen with EU citizenship. Fluent in Portuguese. 5+ years based internally. I know U.S. GAAP and IFRS, SEC and European regulators, American business culture and European norms. For companies expanding internationally or family offices with global portfolios, I bring genuine dual-market fluency.
DUAL-MARKET EXPERTISE
I'm not the CFO who dictates from the corner office. I partner with CEOs, boards, and teams to build finance operations that fit the business and culture. I listen, learn, and collaborate. This approach works especially well in family office environments where trust, discretion, and genuine partnership matter more than credentials alone.
PARTNERSHIP APPROACH
"I'm particularly drawn to family office work. Having operated at the highest levels of institutional finance while maintaining a personal, partnership-driven approach, I understand what families need: someone who combines Wall Street sophistication with Main Street values—technical excellence delivered with discretion, loyalty, and genuine partnership."
FAMILY OFFICE READY
THE NEXT CHAPTER
I'm open to the right opportunity—whether that's a full-time CFO role, an interim engagement, or ongoing partnership with a family office. I'm particularly drawn to:
- Mid-market companies ($50M-$500M) expanding internationally
- Family offices seeking sophisticated financial oversight
- Private equity portfolio companies needing operational finance leadership
- European firms entering US markets (or vice versa)
- Organizations implementing or upgrading ERP systems
If you're a recruiter, hiring manager, or family office principal looking for someone who combines blue-chip experience with international expertise and a partnership mindset—let's talk.