Empower Your Vision
I launched thinkNIMble to bring together collaboration and innovative thinking. Join us for insights and connection that spark new ideas, shape markets, and drive meaningful change.
Defining Your Growth
Insight | Reflection | Intention | Action



LATEST TRENDS
VISION
VISION
thinkNIMble was founded on the belief that adaptability is the cornerstone of innovation.
In a world defined by constant change, those who stay curious and responsive create the breakthroughs that shape the future. This platform is dedicated to exploring ideas that challenge convention, connect disciplines, and inspire forward-thinking leadership.
At its core, thinkNIMble is about transforming uncertainty into opportunity—encouraging a mindset that values learning, creativity, and collaboration. Here, insights from business, science, and strategy converge to spark conversations on how we can think faster, adapt smarter, and build with purpose.
My Journey
My Work
My Credentials
I came to Houston as a kid, and this city shaped me from the start. My classmates came from every corner of the world — and from Texas, too — creating a place where difference felt natural and community was built through collaboration.
In grade school, a group of wonderfully patient Texas teachers taught me far more than lessons on paper. They showed me how to see people — to notice what we share, to appreciate what makes us unique, and to meet the world with openness. Those lessons became my compass.
After college, I began my career at Credit Suisse and later joined Sanders Morris Harris, where one project changed everything. I helped lead a transaction to invest in the world’s first commercial proton therapy center at MD Anderson — a breakthrough for babies and vulnerable patients who couldn’t endure traditional radiation. Working with visionaries like Dr. James Cox showed me that finance, at its best, can build hope.
Twenty years later, now with my partners at Robertson Global Partners, I still carry Houston’s spirit with me — collaborative, bold, heartfelt. And I’m grateful every day for the chance to keep building things that matter.
I’m the Managing Director of Robertson Investment Management, a 50-year-old investment firm based in Houston, Texas, and the head of Robertson Global Partners, our private capital division. Over the past two and a half decades, I’ve built my career at the intersection of investment banking and private capital—helping companies and investors navigate complex financings, mergers and acquisitions, and strategic growth initiatives across the U.S. and abroad.
My work has spanned industries as diverse as healthcare, biosciences, energy, energy transition, and real assets. I’ve had the privilege of partnering with public and private corporations, financial institutions, and public–private ventures to shape strategies that create long-term value and lasting impact.
Before joining Robertson, I served as a Principal at Industry Capital, a San Francisco–based private equity firm managing more than $3 billion in assets during my tenure. My career began in 1997 and has taken me through investment banking and private equity roles at Credit Suisse, WestLB AG, and Sanders Morris Harris—each experience shaping how I think about leadership, partnership, and purpose in finance.
At Robertson Global Partners, I’m focused on building a collaborative and transparent platform that attracts intelligent, driven, and creative professionals—people who believe that success is best achieved through alignment, shared purpose, and trust between investors and clients.
Outside of work, I stay deeply engaged in causes that matter to me—environmental sustainability, public health, and global poverty alleviation. I helped launch IC-7Gen, an ESG initiative at Industry Capital that partners with global energy companies and international foundations to support socially impactful enterprises in emerging markets.
I earned my B.A. in Political Science from the University of Chicago and am currently pursuing a dual MBA and Master’s in Clinical Translation Management at the University of St. Thomas in Houston. I’ve also been honored to serve on the Houston Mayor’s International Trade & Development Council and the White House Initiative on Asian Americans.

Harvard University
Extension School
Program in Government,
Political Philosophy, Economics
Completed 1997
The University of Chicago
Bachelors of Science
Political Science
Class of 1999

University of St. Thomas, Houston
Cameron School of Business
Candidate for a MCTM
MBA with Finance Concentration
Class of 2026

Columbia University
Graduate School of Business
Foundations of Venture Capital
VC Due Diligence
Completed 2026


FINRA
Series 63 | Series 7 | Series 65
Completed 2026











