Message

“People do business with those they like, trust and respect”

“My goal…a balanced life working hard to deliver commercial results while sharing lasting memories with my wife of 31 years, being respected by my children and pursuing passions in public and community service.”

“Spread AAPI Love means celebration, resilience, solidarity and resistance”

“The Four Qs: IQ (Intelligence), EQ (Emotion), PQ (Passion), and CQ (Courage)  – a powerful formula for success”

“Hearty congratulations to 2024’s U.S. Presidential Scholars who will undoubtedly continue to share their time, talent and treasure all across our great country… and the best is yet to come!”
Clifford K. Chiu, Commissioner
White House Commission on Presidential Scholars
Texas

“Essential 3 Cs of Communications leading to Coordination resulting in Collaboration”

Today, I am

a Wall Street veteran and pioneer in Asia Pacific investment banking and alternative asset management, and privileged over the last decade to have served on 15 public and private company boards. I have also proudly rolled up my sleeves in public and community service in the United States and Hong Kong. I am husband to my beloved Leigh for over three decades and together we have raised three grown children.

Read Biography

The Journey

1976
B.S. in Economics, University of Pennsylvania, Wharton School of Business
1980
M.B.A., University of Chicago Booth School of Business
1982
Credit Development Program then Assistant Treasurer, Japan Desk at Chase Manhattan Bank, NA
1984
Co-head of Japan investment banking at Salomon Smith Barney/Citigroup and its predecessors dating back to Shearson Lehman/American Express based in New York, Hong Kong and Tokyo
2000
Managing director and head of Hong Kong investment banking at Salomon Smith Barney/Citigroup
2002
Managing director and head of Asian institutional business at JP Morgan Asset Management and predecessors dating back to BancOne
2007
Partner at Kohlberg Kravis Roberts & Co. (KKR), led capital raising and investor relations for APAC
2014
Senior Advisor to Neuberger Berman Group
2015-Current
Senior advisor to Vista Equity Partners and external corporate director