​You know how you see a cute baby and you want to pinch the cheeks? That's how I feel about launching investment strategies.

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GEMS is an independent institutional marketing firm that I established in 2005 that was originally formed to serve emerging managers, including MWBEs/WBEs and boutiques.

 

As the market evolved,  GEMS Consulting Services was added to provide:

• Strategic planning

• Marketing strategy for new products

• Positioning and branding

• Presentation design

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My career has been  focused on institutional marketing  working with emerging and developed managers for more than 20 years. I have personally raised more than $2 billion for emerging manager and boutique clients. I design asset-winning presentations for both smaller and larger firms for strategies across the asset class spectrum, and I have executed successful turnarounds twice.

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