Doing many things well, in more than one place at once.

If you're already living the portfolio life, or want to, you don't need another framework. You need people who get it, and a partner who's built the model himself. That's where I come in.

How I help

After thirty years across every seat, founder, operator, director, investor, I built my own portfolio life and practice and, with my business partner Mike Richardson, launched PXO Exchange, the movement for portfolio professionals who do, or want to do, the same. Now I share the road: how to shape the offer, price the value, find the work, and hold it all together without losing yourself.

Where we meet

Portfolio Peer Forums, REF-certified, I run monthly confidential advisory forums: forming, norming and performing your personal advisory board.
PXO Exchange, the community and language for portfolio professionals, where “the X is the point.” Come and learn what others are saying and doing.
ZED Masterclasses, accessible, affordable, digestible virtual growth-acceleration workshops.
ZED AI & Digital solutions, pioneering video and AI-based tools and resources to speed the way to successful outcomes.

Unlike a coach selling a framework, I live the portfolio life myself, so you get the road exactly as I’ve walked it: everything I learn that works, I use to repeat with you.

The X is the point.

The undefinable multitude of what a portfolio professional does, and why that breadth is the value, not the confusion. It must be curated, nurtured and aligned to your own version of success. No one else’s.