About
Who we are, and who holds the practice to account
Inflection Advisory exists for a specific moment: when a decision is large enough to demand senior executive judgment, but the situation — a transition, a transformation, a company still growing into itself — makes hiring that judgment full-time the wrong answer.
A career on both sides of the institutional capital table — pricing assets for institutional investors, then deploying capital as a senior operator.
Full biography
Chief executive, board member and executive coach. Former Chief Operating Officer of KN Energy; founder, leader or coach to dozens of businesses.
Full biography
Physician-scientist and entrepreneur. Vice Chair of Research in Emergency Medicine at Columbia; among the ten most NIH-funded scientists in his field.
Full biographyIndependence & Conflicts
Inflection Advisory's edge comes from proximity — years covering the publicly traded residential REIT sector as an analyst, and a senior executive seat inside the sector. We treat that history with care. The firm maintains a written conflict-of-interest policy, discloses any overlap between a prospective engagement and prior coverage or employment before work begins, and declines engagements where independence could reasonably be questioned. We accept no placement fees, no vendor commissions, and no compensation contingent on recommending a transaction. Our only client is the one in the room.