Our Team

Experienced professionals with deep expertise in alternative investments and institutional client service.

50+
Team Members
15+
Years Average Experience
200+
Combined Deals
95%
Advanced Degrees

Leadership Team

Our leadership team brings together decades of experience from top-tier investment firms and financial institutions.

SM

Sarah Mitchell

Chief Executive Officer

Former Goldman Sachs Managing Director with 20+ years in alternative investments.

MBA, Wharton School
20+ years
DC

David Chen

Chief Investment Officer

Former Blackstone Principal with expertise in credit strategies and risk management.

CFA, Harvard Business School
18+ years
ER

Emily Rodriguez

Head of Venture Capital

Former Andreessen Horowitz Partner with deep tech investment experience.

MS Computer Science, Stanford
15+ years
MT

Michael Thompson

Chief Risk Officer

Former JP Morgan Risk Management Director with expertise in portfolio risk.

PhD Finance, MIT
16+ years
LW

Lisa Wang

Head of Client Relations

Former Morgan Stanley Managing Director with extensive institutional client experience.

MBA, Columbia Business School
14+ years
JW

James Wilson

Head of Operations

Former Bridgewater Associates COO with expertise in operational excellence.

MS Operations Research, MIT
12+ years

Our Culture

We foster a culture of excellence, collaboration, and continuous learning.

Collaborative

We believe in the power of teamwork and cross-functional collaboration to deliver exceptional results.

Excellence

We maintain the highest standards of performance and integrity in everything we do.

Learning

We encourage continuous learning and professional development to stay ahead of market trends.

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