With over two decades of combined consulting and investment experience, he brings a rare balance of strategic execution and capital markets depth. His work in middle-market consulting honed his ability to drive operational turnarounds and lead merger integrations—including serving as interim CFO for a distressed business—skills directly applicable to value creation within portfolio companies. As a senior portfolio manager at MetLife Investments, he oversaw $15 billion across high-yield bonds, bank loans, and public equity, complemented by prior roles in leveraged finance at Zions Bank and investment banking at Thorpe Capital. He holds an MBA in Finance from Wharton and a B.S. in Finance from the University of Utah, and is a CFA charterholder. His background equips him to underwrite risk, structure capital, and partner with operators to drive EBITDA expansion.

A seasoned investor with more than a decade of buy-side experience, he has managed institutional portfolios at BlueCrest Capital ($150 million) and Weiss Multi-Strategy Advisers ($700 million) after serving as a trader and credit analyst at MetLife Investments ($15 billion). His approach blends deep fundamental and macroeconomic research with disciplined downside protection—an orientation that translates naturally to evaluating private markets, managing concentration risk, and anticipating macro shifts affecting portfolio companies. A Rutgers Business School finance graduate, he brings a data-driven, risk-aware mindset critical for capital deployment and portfolio monitoring in private equity.

With more than 20 years of entrepreneurial and leadership experience, he has founded, scaled, and sold multiple mental-health businesses, including one of the largest therapy clinics in his region. As CEO of Therapy Co., he built a high-performance culture focused on clinical quality, team development, and operational efficiency—capabilities that mirror the leadership, people development, and process-building essential to professionalizing founder-led companies. His record of growth through vision, education, and community engagement reflects the human-centric leadership Bozheena Capital seeks to bring to each partnership. He obtained his Master's in Social Work from The Univeristy of Hawaii and a B.S. in Economics from the Univeristy of Utah.