Too often, business is approached from a single dimension. Such a narrow view blinds us to the very factors that determine our success.
“Let him be educated, skillful with the pencil, instructed in geometry, know much history, have followed the philosophers with attention, understand music, have some knowledge of medicine, know the opinions of the jurists, and be acquainted with astronomy and the theory of the heavens.”
— Vitruvius
Business is an engine that sustains families, creates prosperity, and builds a legacy. To create something truly incredible, we must approach each opportunity with a multidisciplinary lens and a clear purpose.
About Me
I was born and raised in Dallas, Texas; a city with a long tradition of enterprise. I studied at Southern Methodist University for my undergraduate degree, then pursued both an MBA and an MS in Finance at the University of Texas at Dallas.
My fascination with business began in high school, an interest I couldn’t fully articulate at the time, but one that has shaped the path of my career.
While pursuing my Master’s degrees, I developed a deep interest in business history, studying the strategies, structures, and decisions behind some of the most consequential enterprises ever built. From the greatest bankers of the Renaissance, the Medici, to robber barons like John D. Rockefeller of Standard Oil and Henry Frick of Carnegie Steel, to more modern figures like Blackstone founder Stephen Schwarzman and private equity magnate Joe Rice, the principles behind their success are as relevant to business today as ever.
I carry that habit into the present. My work in investment banking sharpens technical skill while my personal studies continue to deepen my understanding of strategy, leadership, and the kind of long-term thinking that builds something truly lasting.
What drives me is to serve a meaningful role in building businesses that endure and create real value for their owners, and their community. The work that matters most is the kind that leaves a legacy behind.
I.
The network of trust, loyalty, and shared commitment that sustains any lasting endeavor. Kept promises, honored relationships, and a reputation that precedes you.
II.
The active virtues that turn intention into result: diligence, resilience, and the discipline to keep long-term goals in view when short-term pressures mount.
III.
The commitment to clear thinking, continuous learning, and the kind of foresight that allows one to act with purpose rather than merely react to circumstance.
Business & Mental Models
Charlie Munger approached business as a true Renaissance thinker, drawing on multiple disciplines to analyze problems rather than relying on a single lens.
Leadership
A good leader is defined less by his knowledge, and more so by his discernment — his ability to assess ideas, people, and situations, and decide the best course of action to take.
Dynastic Thinking
When considering how we ought to structure our estates for the good of future generations, it would be wise to observe those who have succeeded in preserving generational wealth before us.
Education & Philosophy
Ever since the industrial revolution, western culture has put heavy emphasis on specialization — and with it, we have lost our understanding of how interconnected the many disciplines truly are.