If you want to go fast, go alone. If you want to go far, go together. – Proverb
Some of my earliest memories were at my family’s small business. My father would work and inventory the warehouse, and I’d sit perched atop the forklift, pressing every button I could find. Forklift operator led to furniture installer, which then led to a 10+ year career in technology, private equity, and operational roles. I’ve loved all the experiences I had, but my roots are in small business.
I co-founded Franklin Alliance with the mission of empowering small businesses to transition and grow. I believe that small businesses, the foundation of our economy, are often underserved. Our goal at Franklin Alliance is to provide a platform for these businesses so that they can thrive and grow while retaining their local spirit.
Before Franklin Alliance, I was an interim executive at Areté Capital Partners, a special situations advisory and investment firm focusing on private equity performance improvement in the middle market. I worked in a variety of businesses, often in states of distress, which taught me the importance of teamwork and sound financial management.
All of these experiences stem from my education, first at Hamilton College where I earned an undergraduate degree and later at the University of Chicago Booth where I earned my MBA. I currently live in Brooklyn, NY, but have lived in places such as San Francisco, Chicago, and Miami. Outside of work, I’m an avid traveler, having been to 30+ countries, and recently picked up golf as a hobby.
Franklin Alliance LLC is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other nonattest services to clients. Partner Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards.