As Director of Finance, JP oversees all financial, legal, and research efforts within the firm. His specific duties include building and maintaining financial models, driving and negotiating project capital structures, managing investor relations, and supporting site feasibility, acquisitions, and the entitlement process. JP also manages the firms Opportunity Zone efforts including the creation of the Bay Area Opportunity Fund.
Prior to joining Panoramic Interests, JP was responsible for market research, portfolio due diligence, and asset allocation at Baker Street Advisors, a $10Bn multi-family office in San Francisco. He also served on the Investment Committee and the Investment Advisory Board. Previously, JP worked at Charles Schwab and Ernst & Young.
JP holds a Masters in Corporate Law (LL.M.) from the Boalt School of Law (UC Berkeley), a J.D. and B.A. in Economics from the National University of Ireland, Galway. JP received the Chartered Financial Analyst (CFA) designation in 2012.