Strategy & Systems
Chief Operating Officer, Savannah Facial Plastic Surgery & Waters Surgery Center. I work with owners to figure out what they actually want to build, then put the strategy, systems, and team in place to get there. Done right, the business runs well without needing me or the owner in every detail.
Every engagement starts with the same question: what do you actually want to build?
I'm a strategist who builds. I've done it in very different businesses, from a global ETF platform to founder-led surgical practices around the country. The work looks different on the surface but it's the same underneath: understand what the owner wants, design the systems to deliver it, and develop the people who run them day to day. When something I built runs smoothly without me touching it, that's the job done well.
I spent 16 years at Invesco. For the first eleven I built the ETF business from the inside: operations and capital markets, developed from the ground up as the platform scaled to more than 200 funds across the US and Europe. I designed the software that ran operations and capital markets for the entire ETF platform, then designed and served as product owner for the portfolio management software. When something breaks in that business, it breaks in public, so you learn to build processes that catch problems before the market opens.
I then completed my MBA in Strategy and Management at Notre Dame and moved into a corporate strategy role for Invesco's Global Investments division, reporting to the Chief Administrative Officer of Investments. My focus was building new businesses inside the firm. I helped stand up Invesco's Solutions business, which brings multi-strategy investments into client portfolios, and grow its in-house Indexing business.
In 2021 I took that experience somewhere completely different: private facial plastic surgery. I founded Peak Direction, a C-suite-as-a-service firm, and embedded with my first client as their COO. We started with what the founder wanted the practice to become, then built from there: strategy, operations, marketing, analytics, and a lot of coaching along the way. The practice more than doubled its revenue while keeping strong margins, and the founder got his time back.
Peak Direction grew from there, with clients in San Francisco, Austin, Denver, Atlanta, Washington DC, and Savannah. The problem was the same everywhere, and it isn't unique to medicine: talented people stuck handling business tasks they didn't have time for, when their patients needed to come first.
Today I'm Chief Operating Officer of Savannah Facial Plastic Surgery and Waters Surgery Center. I led the separation from a hospital-affiliated partnership into a fully independent company, which meant standing up new technology, financial, and operational infrastructure from scratch, then recruiting a second surgeon to grow capacity. It was a startup launch inside a running business.
None of this was about ETFs or surgery. The job is the same anywhere: understand what the owner wants, build the systems, develop the team.
When people ask what my plan would be for the next business, my honest answer is I don't know yet. That's on purpose. If I walk in with a ready-made playbook, I end up solving the business I imagined instead of the one in front of me. I'd rather listen first, ask enough questions to find out what's actually going on, and build from there.
I also build to hand off. I measure my work by how well the business runs when I step back, which means good systems, managers who are developed rather than worked around, and a lot of time coaching the owner. People I've worked with tend to describe me the same way: thoughtful, patient, and a listener. In this work that's practical. You have to find the real problem before you spend money on the wrong one.
Savannah Facial Plastic Surgery / Waters Surgery Center
Chief Operating Officer
Led the practice's separation from an ENT partnership into a fully independent aesthetics practice. Built the complete technology and financial stack. Recruited a second surgeon to expand OR capacity and diversify procedure revenue.
Peak Direction, LLC
Founder & CEO
C-suite-as-a-service for facial plastic surgeons. Served as embedded COO for the founding client engagement, more than doubling practice revenue, and grew to serve practices in six markets nationally.
Invesco — Global Investments
Senior Investments Administration Manager · Corporate Strategy
Corporate strategy for the Investments division, reporting to the CAO of Investments. Led the build-out of new businesses, including Invesco's Solutions business and its in-house Indexing business, and set multi-year strategic goals across equity, fixed income, multi-asset, and alternatives.
Invesco / PowerShares
ETF Operations & Capital Markets leadership
Built ETF operations and capital markets from the ground up as the platform grew to 200+ funds across the US and Europe. Designed the software that ran operations and capital markets for the platform, and served as product owner for the portfolio management software. Managed global teams in the US and Ireland.
Education — MBA, Strategy & Management, University of Notre Dame · BA Economics, Wheaton College
Family and community come first. I grew up playing lacrosse in Baltimore and never really left the game. After graduating from Wheaton College I returned to coach the men's lacrosse program at the MCLA level for seven years, and today I lead 8U and 10U club programs, which is some of the most rewarding leadership work I do.
Or find me on LinkedIn.