Introduction

“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.“

Steve Jobs

“Let us perceive clearly our shortcomings.“

Gautama Buddha

“I was taught that the way of progress was neither swift nor easy.“

Marie Curie

“Tough times don’t last, but tough people do!“

Unknown

An Introduction

I serve as an active advisor and investor in seed stage technology and real estate ventures, primarily through small funds I manage individually and in partnership with like-minded people. Some time ago, I relocated to South Florida after having lived in Dallas, Texas for many years.

Previously, I worked in a variety of operations and finance positions at the world’s largest accounting firm, airline, and bank. Most of my earlier professional experience, illustrated below, is in commercial real estate capital project financing and construction management (especially, though not exclusively, in the aviation and hospitality industry verticals) and financial services (VC/PE fund taxation and cash/treasury management). To that end, I hold a number of finance, accounting, and tax credentials, detailed below, which empower me to offer substantive, frank advice to my portfolio companies and to other third parties on an ad hoc basis.

Occasionally, I publish articles covering the taxation of startups. I also address politics, economics, and world affairs as they relate to my interests in airlines, technology, and commercial real estate. Some of my works are featured in Entrepreneur, Virgin‘s blog, Daily Mail (UK), as well as on my personal LinkedIn blog.

Please be sure to review the important notices and disclaimers at the bottom of this page, especially prior to contacting me.

Getting in Touch

/Contacting Chad

You are welcome to contact me via LinkedIn, even if we have not previously met.

I am most interested in mentoring exceptionally talented, freethinking university-age small business creators. When appropriate, I am very happy to facilitate introductions to other founders, investors, accountants, attorneys, and industry leaders who I know and trust. I am also available for speaking engagements and interview requests pertaining to the broader startup ecosystem, intelligent tax planning for entrepreneurs, and other niche subjects identified above.

Pitch decks may be submitted directly to me by email, although I am most receptive to prior introductions and am regrettably unable to offer detailed feedback on unsolicited materials.

Prior Experience

/Recent Projects



J.P. Morgan Chase & Co
Banking
Senior Associate


Data scientist supporting the commercial division of the largest US bank by leveraging sophisticated multivariate forecast modeling



American Airlines
Accounting and Finance
Sr. Financial Analyst


Lead FP&A analyst for real estate division’s capital and operating budget for the world’s largest airline managing long-term facilities planning across ten hubs and over two hundred spokes



Phlexable
Accounting and Finance
Founder


Phlexable connects business owners with top-tier CPAs, bookkeepers, and financial analysts to deliver engagements that are collaborative and cost-effective



Flight Attest
Data Mining
Senior Advisor


Consulting for a stealth mode aviation industry startup



Bonhomme Labs
Startup Consulting
Principal


Ad hoc consulting for small business startups, including business plan refinement, marketing strategy, financial modeling, capital considerations, and project management



Food on the Fly
Data Science
Co-Founder


Conceived, built, and marketed the first-to-market mobile food delivery and transactional analytics platform behind airport security



PricewaterhouseCoopers
Private Equity/Venture Capital Tax
Associate, SALT-FS


Engineered technical solutions to more effectively serve clients including Texas Pacific Group, Goldman Sachs, First Reserve, HGGC, and several other boutique investment firms