Meet Our Team

Dealmaker and finance professional with strong experience in deal marketing, capital advisory, and strategic networking. Leading advisory support and deal origination across global markets for Vortex Capital and advising on complex transactions. Provides strategic guidance and leverages his extensive network to support the firm’s growth and client success.

Strategic Advisor with over 25 years of experience and previous roles at Credit Suisse, J.P. Morgan, Merrill Lynch and Morgan Stanley. Previously managed a team of 65 advisors covering wealth clients including UHNWIs, Family Offices, and External Asset Managers. Extensive relationships with investors across Europe.

Over 15 years of experience working with UHNWIs, family offices, venture capital firms, corporations, and heads of state around the globe. Experienced in supporting over $8 billion in advisory mandates across capital raising and M&A projects, including a $5.5 billion reverse merger.

Over two decades of executive leadership and business development experience. Founded and led multiple companies to the public markets, including ShiftPixy. Supported over $1.4 billion in equity financings and IPOs, building deep relationships with family offices, HNWIs, and institutional investors across the US. Provides strategic guidance and regional leadership in Miami and the surrounding area.

Deep expertise in private capital advisory and fund placement, leveraging a strong global investor network. Coordinates the origination team at Vortex Capital, ensuring strategic alignment and growth. Previously held a key role at an investment firm in Vancouver and has an extensive track record across life sciences, technology, and asset managers.

Nearly two decades of experience in equity capital markets and corporate advisory. Previously held senior roles at Nomura, Capital One, Mizuho, and RBS. Has advised on over $100 billion in financings and equity-linked mandates, including IPOs, follow-ons, convertibles, PIPEs, and structured transactions for clients in real estate, renewables, healthcare, and technology.

Veteran finance professional with over 35 years of experience and a track record of more than $20 billion in advisory mandates across real estate, healthcare, technology, energy, financial services, consumer goods, manufacturing, media, and industrials. Founder of PCP, where he led complex capital markets and M&A advisory engagements for institutional clients.

Director of Corporate Relations, focused on sourcing and evaluating opportunities across asset managers and companies in the early and middle market. Plays a key role in ensuring alignment between capital providers and high-growth companies.

Senior Analyst with a background in corporate finance and advisory. Before joining Vortex Capital, he worked at Evolve & Partners and held analyst roles at firms including SMC Capital and Skyway Capital Markets. He earned his B.S. in Finance from the University of Tampa’s Sykes College of Business.

Over 25 years of experience in corporate finance, M&A, financial structuring, and strategic advisory. Led IPOs, PIPEs, tender offers, and public-private partnerships, with expertise in compliance, institutional funding, and collaborations with organizations like the European Investment Fund. As a member of EFRAG, he advises on financial legislation and sustainability standards in Europe.

Finance professional with over 25 years of experience across structured finance, derivatives, and project finance. Has advised on multi-billion-dollar mandates with institutions like Citi, JP Morgan, and BAML, and now focuses on renewable energy and infrastructure opportunities through Symphony Capital.

Seasoned director with a strong background in business development across telecom, healthcare, and finance. Over a decade of frontline sales and team leadership experience. Previous roles include spearheading global revenue growth at REVIV Global and managing key accounts across the UK market.

Over 6 years of corporate finance and advisory experience, specializing in creating tailored investor materials for capital formation, conducting thorough due diligence, and supporting strategic investor opportunities.

Finance professional with experience across $3B+ in M&A and fundraising mandates spanning technology, industrials, and business services. Formerly with Houlihan Lokey and EdgePoint Capital, where he advised on deals ranging from $5M to $1B. Co-founded a U.S.-based advisory firm and brings deep exposure to the lower middle market and U.S. investor networks.

Entrepreneur and investor with over 20 years of experience across hedge funds, venture capital, fintech, and life sciences. Built a fintech platform from $100M to $5B in AUM. Brings a deep U.S. network, capital markets expertise, and a strong focus on scaling ventures and unlocking value across sectors.

20+ years of experience in M&A, fundraising, and strategic advisory roles in life sciences, medtech, and clean tech. Formerly with Goldman Sachs and AstraZeneca, she has supported and advised on cross-border transactions across Europe, the UK, U.S., and China. Brings deep institutional investor relationships and a strong focus on biotech and AI-driven healthcare innovation.

Investment banker with 15+ years of experience across M&A, growth capital, and private equity advisory. Former roles include Houlihan Lokey, Lincoln International, and GP Bullhound, with a focus on technology, media, and consumer sectors. Has advised on numerous cross-border transactions and brings a strong global investor network.