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About
As Managing Director of Advanta Management and Advanta Charitable Lending Fund, I bring a unique combination of expertise in philanthropy, private credit, charitable investing, and financial strategy. I specialize in making complex charitable giving and impact investment concepts understandable, practical, and actionable for organizations, investors, and donors. My experience includes helping secure tens of millions of dollars in mission-driven investments, structuring innovative charitable financing solutions, and leading teams responsible for lending, risk management, and investor relations. As a Chartered Advisor in Philanthropy® (CAP®), I provide audiences with real-world insights on charitable planning, impact investing, private credit, and the future of philanthropy. Whether speaking to nonprofit leaders, financial professionals, investors, or philanthropic organizations, I deliver actionable strategies, industry expertise, and practical frameworks that help audiences create greater impact while achieving their financial and charitable goals.
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