About the founder
“I built this firm around a simple conviction: that mission-driven organizations deserve independent advisory rooted in analytical rigor — and the confidence to act on it.”
I founded Latitude after more than 20 years working at the intersection of public finance, capital markets, and mission-driven institutions. I have served as Chief Financial Officer of a statewide public authority, where I led more than $3 billion in municipal bond issuances and managed complex operating, capital, and debt portfolios — including communication of financial information to governing boards, rating agencies, and investors.
I have provided market leadership in public finance investment banking, experience delivering traditional commercial banking services, and advised state level legislative leadership on state operating and capital budgets and fiscal policy.
That experience — sitting on the issuer side of major capital decisions, managing board and governance relationships, and navigating the full lifecycle of complex financial transactions — is what I bring to every client engagement. I understand how institutions make decisions, what it takes to build the analytical processes that support them, and how to communicate financial complexity in ways that give organizations the clarity to act with confidence.
Today my practice is focused primarily on Impact Capital Advisory consulting — helping funders analytically evaluate investment proposals, conduct credit review and financial due diligence, prepare materials for investment committee consideration, and establish post-investment monitoring and risk frameworks. I also provide Institutional Financial Advisory services to colleges, nonprofits, and public sector entities — supporting organizational financial planning, financial team development, and board and governance communications. I hold Series 54 and Series 50 municipal advisor licenses and maintain active registration with the SEC and MSRB as a municipal advisor.