Industry Expertise – Who We Are

Our team consists of experienced executives that have extensive backgrounds within the financial services and global banking industry. Spanning 100+ years of asset management; investment advisory; hedge and private equity funds, proprietary trading, clearing, portfolio management and product development leadership. Members have been directly responsible for AUM ranging from $1.5bn – $18bn.

Leadership roles have ranged from Managing Director and C-level responsibilities in an institutional environment and various platforms. As founders and entrepreneurs in technology ventures, financial services firms, bank related enterprises and other types of start-up or emerging manager scenarios, we inherently understand the entrepreneurial spirit required to create and build a valuation momentum. 

All contributions to and interactions within our private equity interests are fully implemented to support good business practices and ESG operating principles.

To receive a copy of our team member bio’s, please request one through our contact page.