DataPile investor atlas

Angel investors & venture capitalists in United States

Last updated 04-10-2025. Data refreshed weekly.

437 Matches for your filters
3,050 Total investors in region
3,050 Profiles tracked nationwide
San Francisco (84) Largest investor hub
Andreessen Horowitz, Insight Partners Notable firms

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We found 437 investors with keyword investment management.

Market intelligence

  • Most active investment themes in United States: venture capital & private equity, investment banking, investment management.
  • 84 profiles are headquartered in San Francisco, making it the busiest hub in United States.
  • Featured firms include Andreessen Horowitz, Insight Partners, General Catalyst, Bain Capital Ventures.

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Showing 181 – 240 of 437 investors

Ian Robertson profile photo HarbourVest Partners logo
Ian Robertson
Senior Associate, Investor Relations
HarbourVest Partners
Focus areas
venture capital & private equity private equity private debt primary fund investments secondary investments direct coinvestments venture capital buyout growth equity mezzanine real assets global private markets custom solutions venture capital & private equity principals private markets global investment firm leveraged buyouts secondary transactions direct co-investments infrastructure investments private credit institutional investors pension funds endowments foundations financial institutions individual investors emerging managers diverse managers investment strategies risk management diversification long-term value innovative investment solutions operational excellence collaborative partnerships global presence client-focused asset management financial services investment management market accessibility corporate citizenship customer satisfaction investment professionals comprehensive access tailored solutions primary investments esg investing quantitative investment emerging markets diverse investments global reach portfolio management fund managers secondary sellers firm partnerships client services global intelligence investment evaluation strategic partnerships fundraising market trends fund performance cross-border investments investment insights client satisfaction financial advisors ongoing development financial markets investment solutions portfolio diversification private wealth capital raising investor relations market access performance tracking investment analysis client engagement global offices volunteering initiatives career development diversity and inclusion b2b services fund-raising
Location
Boston, Massachusetts, United States
Signals
Isabel Moon profile photo Levine Leichtman Capital Partners, LLC logo
Isabel Moon
Investor Communications and Events Manager
Levine Leichtman Capital Partners, LLC
Focus areas
venture capital & private equity venture capital & private equity principals private equity firm investment experience tailored investment approach private debt structured private equity other financial investment activities private equity in non-cyclical sectors global presence structured private equity approach middle market private equity european and u.s. markets portfolio companies partnership with management b2b capital management multi-platform investment debt and equity securities investment funds management investment funds downside risk management control ownership positions financial services debt and equity investment european investments investment strategy investment management u.s. private equity investment in less-correlated sectors european private equity middle market investment u.s. middle market venture capital downside protection long-term capital appreciation private equity funds partnering with entrepreneurs institutional capital portfolio management capital appreciation private equity private equity with downside protection management partnerships long-term investment institutional investors cash distributions finance distribution
Location
Los Angeles, California, United States
Signals
Isha Kenkare profile photo Mirae Asset Global Investments logo
Isha Kenkare
Investor
Mirae Asset Global Investments
Focus areas
investment management global investments alternative investments exchange traded funds asia investments equity investments fixed income investments venture capital investment solutions investment management financial services
Location
New York, New York, United States
Signals
Jack Lipinski profile photo SandRidge Energy logo
Jack Lipinski
Board Member
SandRidge Energy
Focus areas
oil & energy oil & gas production energy production assets sustainability liquidity management in energy financial reporting safety standards production growth domestic energy market unconventional resource development environmental responsibility operational efficiency oil and gas asset acquisition reserves restructuring energy services natural gas liquids liquidity risk management domestic oil market market challenges oklahoma gas wells oil and gas production asset development production asset acquisition reserves growth strategy investment management oil reserves domestic energy supply market conditions natural gas environmental safety standards regulatory risks kansas oil assets b2b geographical focus oil and gas oil production well operation efficiency energy industry well drilling gas production mid-continent oil acquisitions energy exploration public relations asset management oil and gas extraction regulatory compliance crude petroleum extraction development esg concerns unconventional resource plays market capitalization reserves expansion liquidity management oilfield services well operations mid-continent region bankruptcy exit exploration energy development royalty leasing health and safety ehs standards owner relations investor relations energy acquisition mid-continent operations western anadarko region oklahoma oil kansas gas stock information natural resources petroleum engineering energy metrics investor inquiries media relations lease records dividend distribution owner account management toll-free hotline engineering team leadership roles financial leadership corporate governance ethics hotline operations management engineering solutions petroleum refining nitrogen fertilizer delivering value production optimization business strategy environmental metrics stakeholder engagement company mission community responsibility ethical practices energy & utilities environmental services renewables & environment financial services oil & energy health & safety public relations & communications
Location
Sugar Land, Texas, United States
Signals
Jack Mathew profile photo The Carlyle Group logo
Jack Mathew
Angel Investor, Private Equity & Investments Portfolio Director, Influence & Lobbying Chairman
The Carlyle Group
Focus areas
financial services investment management
Location
Manito, Illinois, United States
Signals
Jackie Coombe profile photo Arlington Capital Partners logo
Jackie Coombe
Managing Director, Head of Investor Relations
Arlington Capital Partners
Focus areas
venture capital & private equity private equity defense government contracting healthcare aerospace regulations government focused technology venture capital & private equity principals middle-market investment government services technology business services software solutions compliance solutions regulatory compliance payment processing public administration cybersecurity advanced materials therapeutics software modernization investment strategy leveraged buyouts growth capital strategic partnerships national security supply chain resilience medical innovations portfolio companies institutional investors market leaders value-added investor mission-focused operational excellence government-regulated industries fabrication machining integration services investment management acquisition healthcare investments defense contracting biopharmaceuticals capital management risk mitigation data management software contract research organization supply chain solutions aerospace engineering merger and acquisition technology-enabled services clinical research market growth financial analysis due diligence manufacturing solutions biomedical technology medical devices financial services emerging technologies data analytics federal contracting defense technology software development operations management medical outsourcing realized investments transactional experience engineering solutions market analytics contract manufacturing regulatory testing defense procurement software engineering intelligence community operational support enterprise value cross-selling synergies industry expertise b2b government services health care health wellness & fitness hospital & health care material science information technology & services mechanical or industrial engineering
Location
Baltimore, Maryland, United States
Signals
Jacob Lee profile photo Levine Leichtman Capital Partners, LLC logo
Jacob Lee
Investor
Levine Leichtman Capital Partners, LLC
Focus areas
venture capital & private equity venture capital & private equity principals private equity firm investment experience tailored investment approach private debt structured private equity other financial investment activities private equity in non-cyclical sectors global presence structured private equity approach middle market private equity european and u.s. markets portfolio companies partnership with management b2b capital management multi-platform investment debt and equity securities investment funds management investment funds downside risk management control ownership positions financial services debt and equity investment european investments investment strategy investment management u.s. private equity investment in less-correlated sectors european private equity middle market investment u.s. middle market venture capital downside protection long-term capital appreciation private equity funds partnering with entrepreneurs institutional capital portfolio management capital appreciation private equity private equity with downside protection management partnerships long-term investment institutional investors cash distributions finance distribution
Location
Los Angeles, California, United States
Signals
Jacqueline Kabigting profile photo Citi logo
Jacqueline Kabigting
COO Transformation Office | Program Management - MEBI (Board Oversight, Reporting, Governance)
Citi
Focus areas
financial services banking commercial banking investment banking wealth management credit cards capital markets equity & fixed income research consumer lending cash management transaction services enterprise software software information technology major banks finance financial services retail banking digital banking private banking personal loans mortgages investment management customer service economic growth financial solutions global presence technology-driven customer-centric diverse clientele high-net-worth individuals small business solutions corporate banking financial institutions innovative lending financial literacy economic progress risk management ethical standards customer satisfaction fintech innovation digital assets customer experience partnerships global network economic value sustainable infrastructure financial products credit solutions tailored services market segmentation accessibility financial planning trust and estate planning mobile banking online banking customer demographics mortgage savings accounts investment options loan applications customer support account management credit score monitoring rewards programs interest rates funding solutions digital wallets personal financial planning secure transactions fraud protection overdraft services retirement planning debt consolidation home equity loans student loans prepaid cards insurance services payment processing financial education budgeting tools auto loans foreign currency exchange wire transfers atm access branch locations account types loan calculators investment accounts credit analysis online statements e-statements account alerts investment strategies financial consulting business accounts mobile app features loyalty programs b2b b2c government services retail enterprises computer software information technology & services consulting management consulting e-commerce consumer internet consumers internet banks & credit unions
Location
New York, New York, United States
Signals
Jaime Moisio profile photo Adams Street Partners logo
Jaime Moisio
Vice President, Investor Relations
Adams Street Partners
Focus areas
venture capital & private equity global programs us fund of funds nonus fund of funds secondary investments venture capital & growth equity customized solutions buyout coinvestments private credit venture capital & private equity principals private market insights advanced analytics private equity secondaries private markets research venture capital proprietary data private equity fund-of-funds global presence market dislocation custom solutions private markets investment private equity firm financial technology co-investments services cybersecurity growth equity wealth management other financial investment activities primary investments private equity growth private equity history private market solutions private credit strategies private equity fund strategies private markets industry institutional investors private equity investments investment management private equity innovation risk management private equity relationships employee ownership investment strategies asset management private markets financial advisors investment professionals capital management esg integration diversity equity inclusion portfolio construction analytical tools middle market clo founder-first approach market-leading companies value-added services investment insights performance evaluation multi-currency research investment opportunities investor analytics community engagement operational due diligence historical analysis strategic partnerships capital structure investment risk portfolio diagnostics top-tier portfolios client service firm history global footprint client engagement investment performance collaboration risk-adjusted returns healthcare investments software investments b2b finance finance technology information technology & services financial services
Location
Chicago, Illinois, United States
Signals
Jake Madnick profile photo Centana Growth Partners logo
Jake Madnick
Investor
Centana Growth Partners
Focus areas
venture capital & private equity growth equity investing focused on financial services financial technology & related enterprise software venture capital & private equity principals payments growth capital banking sector experience growth equity fintech financial ecosystem financial services board experience unit economics asset management wealth management industry influencers disruptive financial technology investment range enterprise software private equity market-leading businesses board-level expertise de-risking balance sheets growth acceleration investment in financial technology recurring revenue capital markets investment tailored to entrepreneurs sector-specific investment customer traction operating executives industry influencers network global investment mandate venture capital strategic network capital investment insurance strategic partnerships rapidly growing companies b2b services securities and commodity contracts intermediation and brokerage investment financial technology risk management finance technology information technology & services investment management enterprises computer software
Location
San Francisco, California, United States
Signals
Jake Strom profile photo Curious Capital logo
Jake Strom
Investor I Connector I Strategy & Consulting
Curious Capital
Focus areas
venture capital & private equity venture capital & private equity principals majority investments digital advertising minority investments tech investment healthcare innovation venture capital blockchain news platform all other financial investment activities digital experiences crypto education financial services cryptocurrencies boat holidays long-term strategy crypto news platform tech-driven products technology b2b operational support d2c saas solutions cryptocurrency platform operational efficiency crypto knowledge distressed assets family holding company saas blockchain news medical proctoring portfolio management industry-agnostic retail blockchain transportation & logistics special situations dach region medical training saas long-term partnerships healthcare finance digital transformation investment audio advertising services e-commerce interactive audio venture support investment management saas platform education private equity financial advisory digital infotainment boat charter saas democratizing boat holidays healthcare software interactive audio advertising healthcare technology medical training portfolio companies digital media construction & real estate industry-agnostic investment real-time medical advice special situations investing distressed investments long-term investment marketing & advertising computer software information technology & services health care health wellness & fitness hospital & health care consumer internet consumers internet financial consulting consulting management consulting
Location
Austin, Texas, United States
Signals
James Kaplan profile photo New Enterprise Associates (NEA) logo
James Kaplan
Venture Investor
New Enterprise Associates (NEA)
Focus areas
venture capital & private equity technology energy healthcare education consumer enterprise software software information technology venture capital & private equity principals venture capital ecosystem company scaling cloud biotechnology medical devices capital management growth funding disruptive biotech international expansion ai-enabled medical devices cross-border investments industry leadership early-stage funding portfolio management biotech industry-specific guidance ai for enterprise acquisitions disruptive technologies investment portfolio early-stage tech startups company growth acceleration healthcare digitalization healthcare it cross-border vc international vc investments cloud computing investment startup funding tech ecosystem global innovation hubs venture capital in emerging markets cloud solutions portfolio companies venture capital digital health platforms medical devices innovation healthtech high-growth startups consumer internet digital health startups investment management ai in healthcare sector expertise growth b2b business development healthcare it solutions talent acquisition company scaling strategies customer engagement global investments strategic guidance seed funding venture-backed ipos ai operational efficiency late-stage funding semiconductors fintech disruptors company building technology investments digital health transformation user experience cybersecurity life sciences medical innovation disruptive innovation fintech medical technology financial services follow-on investments equity investments private equity technology sector cybersecurity startups emerging markets healthcare investments market disruption operational support global market ai-driven healthcare investment services exit strategies sector-specific support healthcare sector portfolio global tech ecosystems medical diagnostics biotech innovation infrastructure late-stage investments enterprise saas venture funding late-stage biotech tech and healthcare convergence sustainability growth-stage funding software development securities and commodity contracts intermediation and brokerage digital health innovation entrepreneurship partnerships series a series b series c series d ipo generative ai market strategy startup support ai solutions industry expertise long-term investment data-driven mutual support collaboration market insights ai trends b2b solutions ai integration consumer technology team support strategic investments performance metrics marketing strategies emerging technologies health technology business analytics ai-driven insights customer trust market differentiation scalability founder-focused finance health care health wellness & fitness hospital & health care enterprises computer software information technology & services consumers hardware ux finance technology environmental services renewables & environment marketing strategy marketing & advertising
Location
San Francisco, California, United States
Signals
James Kase profile photo HarbourVest Partners logo
James Kase
Managing Director & Head of Global Investor Relations
HarbourVest Partners
Focus areas
venture capital & private equity private equity private debt primary fund investments secondary investments direct coinvestments venture capital buyout growth equity mezzanine real assets global private markets custom solutions venture capital & private equity principals private markets global investment firm leveraged buyouts secondary transactions direct co-investments infrastructure investments private credit institutional investors pension funds endowments foundations financial institutions individual investors emerging managers diverse managers investment strategies risk management diversification long-term value innovative investment solutions operational excellence collaborative partnerships global presence client-focused asset management financial services investment management market accessibility corporate citizenship customer satisfaction investment professionals comprehensive access tailored solutions primary investments esg investing quantitative investment emerging markets diverse investments global reach portfolio management fund managers secondary sellers firm partnerships client services global intelligence investment evaluation strategic partnerships fundraising market trends fund performance cross-border investments investment insights client satisfaction financial advisors ongoing development financial markets investment solutions portfolio diversification private wealth capital raising investor relations market access performance tracking investment analysis client engagement global offices volunteering initiatives career development diversity and inclusion b2b services fund-raising
Location
Providence, Rhode Island, United States
Signals
JR
James Rollins
Chairman of the Board & Chief Executive Officer
Cadence Bank
Focus areas
banking commercial banking treasury management commercial real estate foreign exchange specialized lending wealth management financial planning retail banking business banking assetbased lending sba lending investment & trust services retirement plan management consumer loans mortgages home equity lines & loans credit cards major banks finance financial literacy regional financial services industry-specific banking savings accounts online banking banking for nonprofits services small business loans regional banking loans and mortgages banking technology community engagement regional bank asset management retirement planning bank branches checking accounts banking and finance banking partnerships banking network regional economic development banking history customer service banking customer support financial solutions regional headquarters bank mergers trust services digital banking platform banking services regional economy regional presence financial education investment management banking innovation banking sustainability bank branding mobile banking b2b commercial loans loan products mortgage lending banking analytics community development financial institution insurance digital payments agricultural loans banking industry digital banking healthcare banking customer experience b2c banking regulation banking infrastructure personal loans auto loans banking financial advisory loan origination real estate financing energy banking banking regulations personal banking financial services community reinvestment banking security corporate finance regional development atm network regional markets corporate banking retail investment services banking awards financial growth banking outreach loans wealth planning banking compliance community banking small business banking home equity loans mortgage services home equity lines insurance products fraud prevention merchant services estate planning automobile loans credit builder loans corporate trusts employee benefits sba loans interest rates certificates of deposit money market accounts debit cards financial advisors cyber fraud protection customized banking consumer banking equity loans philanthropic services cash management loan syndication commercial real estate financing healthcare non-profit energy & utilities construction & real estate financial consulting consulting management consulting law practice legal services health care health wellness & fitness hospital & health care nonprofit organization management
Location
Houston, Texas, United States
Signals
Janesha Capoor profile photo Audax Private Equity logo
Janesha Capoor
Investor
Audax Private Equity
Focus areas
venture capital & private equity middle market private equity investing buyandbuild value creation venture capital & private equity principals middle market growth-oriented investment firm buy & build strategy private equity u.s. companies operational improvements capital market efficiencies business services consumer products financial services healthcare industrial services software and technology leveraged buyouts ebitda growth sustainable competitive advantages management teams sector specialization alternative investment strategies partnerships scalable growth industry-leading companies investment focus capital resources collaborative approach deep industry expertise market presence operational enhancements add-on acquisitions middle market leaders financial performance customer segments investment sectors growth capital middle market investments control investments acquisition strategy organic growth inorganic growth ebitda investments strategic add-ons investment management portfolio growth wealth management industry expertise capital solutions structured equity esg considerations diversity and inclusion community engagement operational support market expansion team collaboration capital optimization risk management transaction opportunities stakeholder alignment portfolio management performance optimization transformational growth sustainable investing go-to-market strategy exit strategies fund management transaction execution regional expansion service providers facility operations process improvement investment criteria portfolio support team brand risk management clinical trial services equipment distribution energy solutions pallet management services customer base expansion logistics network b2b services consumer goods consumers health care health wellness & fitness hospital & health care
Location
Boston, Massachusetts, United States
Signals
Jason Scheller profile photo Bessemer Venture Partners logo
Jason Scheller
Investor
Bessemer Venture Partners
Focus areas
venture capital & private equity seed stage early stage growth stage venture capital consumer enterprise healthcare saas finance venture capital & private equity principals strategic mentorship growth support high-growth startups healthcare technology artificial intelligence software financial technology machine learning long-term partnership strategic guidance technology sectors heritage investment portfolio management anti-portfolio public offerings technology investments operational support innovation funding industry networks century-old firm global network portfolio companies innovative companies emerging tech series funding industry experts long-term value fintech investment philosophy public market readiness global tech investments heritage venture capital tech industry support market growth industry disruption support e-commerce legacy of innovation series b funding early-stage mentorship tech ecosystem data security scaling businesses global innovation support cloud computing acquisition support technology ecosystem development market-leading companies investment management cloud infrastructure early-stage funding scalable startups startup funding venture capital history consumer internet investment in digital age emerging technologies silicon valley global venture capital venture funding tech sector investment innovation scalable tech companies growth-stage investments technology evolution entrepreneurial ecosystem cybersecurity scalable businesses entrepreneur support growth capital market expansion investment strategy disruptive innovation securities and commodity contracts intermediation and brokerage series a funding digital transformation technology sector focus ipo support long-term value creation high-growth sectors biotech entrepreneurship support early-stage investment private equity disruptive technology mentorship long-term investment technology ai deep learning chatbots natural language processing biotech innovations data analytics performance management automation investment insights blockchain crypto investments marketplaces vertical software developer platforms apis cloud services intelligent systems supply chain optimization customer engagement software development enterprise solutions remote work solutions mobile applications predictive analytics health tech data privacy consumer technology fintech solutions web development market trends investor networks financial automation regulatory technology user experience design innovative startups management platforms customer relationship management funding opportunities ai ethics health care health wellness & fitness hospital & health care computer software information technology & services financial services finance technology consumers internet computer & network security enterprise software enterprises b2b internet infrastructure mentoring mobile apps analytics design crm sales
Location
New York, New York, United States
Signals
JF
Jay Foraker
Assistant Vice President, Investor Services Risk Management
Brown Brothers Harriman
Focus areas
financial services private banking investment management investor services financial services wealth management asset servicing investment banking private equity commercial banking advisory services global custody securities administration high-net-worth individuals family offices institutional investors capital partner solutions personalized service long-term relationships risk management operational efficiency alternative fund services etf services client success partnership culture sophisticated investors family-owned businesses succession planning technology solutions regulatory compliance client engagement community involvement premium service specialist expertise financial advisory merger and acquisitions trust administration estate planning client-focused approach innovative technology market presence customer loyalty employee satisfaction custody services fund administration securities lending foreign exchange transfer agency regulatory intelligence global markets client experience multi-family office corporate advisory trust services investment strategy endowment management philanthropic advisory values-based wealth planning funding solutions cross-border fund services depositary services alternatives data solutions market insights capital partners financial institutions custom solutions strategic partnerships personalized services expertise and insight long-term investment strategy sustainable investing client-centric approach global reach investment research assets under custody market trends client success stories business continuity planning b2b consulting services capital markets financial consulting management consulting law practice legal services venture capital & private equity
Location
Boston, Massachusetts, United States
Signals
Jay Lee profile photo Centana Growth Partners logo
Jay Lee
Investor
Centana Growth Partners
Focus areas
venture capital & private equity growth equity investing focused on financial services financial technology & related enterprise software venture capital & private equity principals payments growth capital banking sector experience growth equity fintech financial ecosystem financial services board experience unit economics asset management wealth management industry influencers disruptive financial technology investment range enterprise software private equity market-leading businesses board-level expertise de-risking balance sheets growth acceleration investment in financial technology recurring revenue capital markets investment tailored to entrepreneurs sector-specific investment customer traction operating executives industry influencers network global investment mandate venture capital strategic network capital investment insurance strategic partnerships rapidly growing companies b2b services securities and commodity contracts intermediation and brokerage investment financial technology risk management finance technology information technology & services investment management enterprises computer software
Location
San Francisco, California, United States
Signals
Jay Merulic profile photo U.S. Bank logo
Jay Merulic
Director of Investor Relations
U.S. Bank
Focus areas
banking assetbased lending commercial lending custody services equipment financing foreign exchange fund services global payments & receivables liquidity & asset management loan syndication market risk management payment processing treasury management supply chain financing wealth management mortgage home equity deposits loans banking financial services major banks finance investment trust services digital banking mobile banking personal banking business banking checking accounts savings accounts credit cards mortgages home equity loans investment services customer satisfaction community involvement diversity and inclusion small business support corporate banking governmental services healthcare financing commercial real estate aerospace and defense retail banking customer demographics financial empowerment ethical banking competitive products online banking atm network customer service financial stability community investment partnerships corporate bonds international banking digital innovation market share customer engagement financial inclusion tailored solutions diverse customer base employee empowerment trust building financial literacy accessibility philanthropic initiatives investing financial education automated investing investment management retirement planning iras personal loans debt consolidation home loans auto loans credit line business loans merchant services cash management digital payments funding options credit risk management insurance services financial advisor money market accounts wire transfers financial planning investment portfolios tax harvesting low-cost investments financial goals payment solutions lending services fraud protection financial insights virtual banking banking app investment options educational resources loan calculators branch services atm locations embedded payments b2b b2c e-commerce government services retail consumer internet consumers internet information technology & services banks & credit unions
Location
New York, New York, United States
Signals
Jeff Sheran profile photo Ion Pacific logo
Jeff Sheran
Head of Investor Relations, North America
Ion Pacific
Focus areas
venture capital & private equity merchant banking venture capital investment management private equity special situations structured solutions venture debt funds advisory secondaries venture capital & private equity principals structured secondaries liquidity solutions financial innovation equity ownership deal origination investment opportunities health care technology med-tech liquidity needs capital raising venture capital ecosystem structured investments sophisticated financing portfolio management risk-adjusted returns gp financing lp stakeholders tailored financing liquidity solutions for founders corporate vc cross-border m&a secondary sales financial technology startup funding investment funds esg considerations fund operations asset management financial structuring technology investments financial advisory investment strategies diversification downside protection upside potential creative capital risk management private market investing growth equity investment risks market dynamics climate-related risks global venture capital secondaries strategy b2b services financial services finance technology information technology & services financial consulting consulting management consulting
Location
United States
Signals
Jeffrey Lagarce profile photo Fidelity International logo
Jeffrey Lagarce
Chairman of Fidelity Canada Board
Fidelity International
Focus areas
financial services asset management investment management isa sipp junior isa wealth manager investment trusts investment institutional asset outsourcing portfolio management investment risk analytics sustainable investment frameworks esg-focused funds digital trading platform long-term wealth creation esg principles retirement solutions digital investment platform market-leading research retirement planning global investment institutional outsourcing wealth management global investment platform investment strategies global platform global asset management risk monitoring digital trading client engagement platforms client-focused long-term wealth strategies generational investing b2c multi-asset solutions institutional services retirement planning services active and passive strategies digital portfolio management financial services sustainable finance multi-asset class investing risk management financial technology client engagement employee benefits real estate investment platform long-term investment philosophy investment funds pension administration b2b investment outsourcing sustainable growth esg integration in asset management trade execution asset allocation retirement asset management sustainable growth strategies long-term investing investment performance analytics client-focused asset allocation asset classes client assets investment solutions sustainable strategies asset management technology other financial investment activities proprietary research asset management innovation retirement income solutions market research proprietary research-driven investing proprietary analytics active strategies sustainable investing client-centric investment approach client service digital platform wealth advisory passive strategies investment analytics services financial advice financial planning long-term investment esg integration global asset allocation financial wellness client services institutional asset management retail long-term growth wealth creation diversity equity and inclusion corporate sustainability client-focused services financial intermediaries institutional investing global investment strategies equities fixed income multi asset investing active and passive investing systematic strategies investment platforms workplace investing investment guidance custom tailored solutions capital allocation financial products esg investing financial literacy retirement savings financial security global market access financial advisors employee pension schemes cost-effective investing holistic investment approach responsible investing financial empowerment financial inclusion client stewardship investment performance social impact investing asset allocation research market insights investment consulting finance finance technology information technology & services
Location
Boston, Massachusetts, United States
Signals
Jennifer Rogg profile photo Dunes Point Capital, LP logo
Jennifer Rogg
Managing Director - Head of Investor Relations
Dunes Point Capital, LP
Focus areas
venture capital & private equity venture capital & private equity principals private investment portfolio management family office investment strategy business services investment firm esg commitment capital investment acquisition business development financial services industrial sector community service benzo's philanthropy team expertise industrial technology data analytics contract negotiation strategic partnerships financial capital transaction value operational efficiency market analysis investment history capital markets senior advisory differentiated origination quality investments family-owned businesses investment criteria community engagement corporate governance value creation risk management portfolio resources financial operations investment management market intelligence due diligence business consulting financial advisory fundraising equity investment investor relations team collaboration market opportunities business acquisitions investment portfolio b2b services b2b non-profit services management consulting financial consulting consulting fund-raising nonprofit organization management
Location
New York, New York, United States
Signals
Jerry Karalis profile photo Silversmith Capital Partners logo
Jerry Karalis
Growth Equity Investor
Silversmith Capital Partners
Focus areas
venture capital & private equity growth equity investing in technology & healthcare companies venture capital & private equity principals artificial intelligence digital health innovation founder support enterprise saas platforms team building services services founder-centric investing value creation long-term partnership portfolio management growth acceleration team building investor support capital efficiency data analytics machine learning investments operational improvement business scaling healthcare technology healthcare services healthcare digital transformation healthcare it content creator platforms growth equity cloud computing long-term value creation healthcare analytics platforms enterprise growth support market traction cloud solutions portfolio companies enterprise software scaling venture capital healthcare analytics venture capital & private equity healthtech software as a service business intelligence regulatory compliance marketing automation analytics content and creative saas scalable companies venture growth investment management healthcare information technology & services b2b digital transformation software platforms long-term growth saas strategic guidance digital health solutions healthcare software & services market expansion support it infrastructure investment strategy m&a support technology investments long-term partnerships healthcare software entrepreneur support growth-stage investments cybersecurity saas for healthcare infrastructure development healthcare digital solutions executive recruitment technology technology-enabled healthcare founder partnerships infrastructure support healthcare provider support healthcare investments digital content platforms market expansion healthcare operational efficiency digital services software operational support m&a enterprise software capital investment ai-powered healthcare music distribution saas enterprise saas saas growth strategies healthcare data analytics collaborative approach workflow automation financial technology securities and commodity contracts intermediation and brokerage healthcare software solutions digital health scaling companies partnership management software innovation saas solutions collaborative culture document processing customer experiences ecommerce software medical record management compliance solutions business scalability software development kits investment approach capital investments business growth strategies data-driven solutions founder-friendly vertical-specific software patient care technology operation efficiency document automation web development platform saas infrastructure strategic partnerships revenue growth clinical documentation user engagement market access enterprise automation remote collaboration creative software startup investments non-profit distribution health care health wellness & fitness hospital & health care enterprises computer software marketing & advertising financial services staffing & recruiting mergers & acquisitions finance technology nonprofit organization management
Location
Boston, Massachusetts, United States
Signals
Jess Fisher profile photo Adams Street Partners logo
Jess Fisher
Investor Relations Associate
Adams Street Partners
Focus areas
venture capital & private equity global programs us fund of funds nonus fund of funds secondary investments venture capital & growth equity customized solutions buyout coinvestments private credit venture capital & private equity principals private market insights advanced analytics private equity secondaries private markets research venture capital proprietary data private equity fund-of-funds global presence market dislocation custom solutions private markets investment private equity firm financial technology co-investments services cybersecurity growth equity wealth management other financial investment activities primary investments private equity growth private equity history private market solutions private credit strategies private equity fund strategies private markets industry institutional investors private equity investments investment management private equity innovation risk management private equity relationships employee ownership investment strategies asset management private markets financial advisors investment professionals capital management esg integration diversity equity inclusion portfolio construction analytical tools middle market clo founder-first approach market-leading companies value-added services investment insights performance evaluation multi-currency research investment opportunities investor analytics community engagement operational due diligence historical analysis strategic partnerships capital structure investment risk portfolio diagnostics top-tier portfolios client service firm history global footprint client engagement investment performance collaboration risk-adjusted returns healthcare investments software investments b2b finance finance technology information technology & services financial services
Location
Chicago, Illinois, United States
Signals
Jessica He profile photo DCM Ventures logo
Jessica He
Investor
DCM Ventures
Focus areas
venture capital & private equity finance venture capital & private equity principals saas operational guidance early-stage funding in asia market disruption early-stage investment digital infrastructure cloud computing early-stage tech startups tech ecosystem development cross-border growth media technology disruption venture capital ai-native applications early-stage investments market entry strategies early-stage startups investment management venture capital firm global innovation hubs mobile platforms marketplaces venture capital funds enterprise software startup funding venture capital in asia fintech tech startups strategic partnerships technology sectors cross-border investment global tech investments digital economy tech sector growth venture capital network growth capital cloud infrastructure technology innovation market disruption strategies e-commerce startup scaling international startup support communications technology healthtech disruptive technology cross-border investments technology sector focus investment strategy digital innovation cybersecurity solutions tech startup scaling market expansion global network global venture funding information technology & services global markets technology ecosystem venture capital partnerships cross-border trade global investment cybersecurity cross-border innovation investment portfolio digital health market entry portfolio support international market access iot tech innovation financial technology (fintech) emerging markets investment investment approach digital transformation venture capital strategy disruptive business models blockchain global reach healthcare it venture capital & private equity enterprise saas media platforms digital payments disruptive innovation venture funding tech industry disruption consumer internet software & technology portfolio management disruptive startups ai applications services securities and commodity contracts intermediation and brokerage product development digital media investment accounts receivable automation cash flow management wealth management startups supply chain management financial technology innovation customer engagement data analytics financial services computer software enterprises b2b finance technology internet infrastructure internet consumers health wellness & fitness logistics & supply chain
Location
San Francisco, California, United States
Signals
Jessica Valencia profile photo Reformation Partners logo
Jessica Valencia
Early Growth Equity Investor
Reformation Partners
Focus areas
venture capital & private equity venture capital & private equity principals fundraising and m&a support software industry workflow automation post-investment growth support bootstrapped ceo network product-market fit executive recruitment talent recruitment private investor community go-to-market strategies growth metrics private investor benchmarks b2b product development business acceleration growth stage companies industry expertise fundraising support vertical-specific growth strategies enterprise software talent acquisition capital markets growth playbooks arr of $500k to $3m domain expertise mentorship and guidance financial services d2c growth capital market expansion investment management capital efficiency strategic advisors b2b saas strategic partnerships investor network growth investment services securities and commodity contracts intermediation and brokerage business services business development software & saas venture capital private equity in tech early growth equity b2c portfolio management customer acquisition private equity venture capital & private equity tactical advisors candidate vetting process momentum m&a advisory staffing & recruiting enterprises computer software information technology & services
Location
Miami, Florida, United States
Signals
Jill Boyd profile photo BMO Capital Markets logo
Jill Boyd
Senior Investor Anaylst
BMO Capital Markets
Focus areas
investment banking capital raising m a research risk management institutional investing financial services personal banking commercial banking investment banking wealth management digital banking customer-centric sustainability inclusion client partnership tailored solutions mortgages credit cards loans business loans asset management retirement planning financial advice innovative solutions net-zero transition community support diverse customer base digital tools customer experience industry expertise comprehensive products trust integrity empathy responsible banking cross-border banking economic growth financial progress client relationships banking technology mobile banking customer support financial literacy rewards programs estate planning philanthropic strategies business banking checking accounts savings accounts home equity heloc student loans auto loans investment options overdraft protection cash back certificates of deposit debit cards secure payments financial planning retirement accounts iras tax-free savings bmo cash back credit card merchant services payroll processing zelle for business business insights community banking non-profit banking customized banking solutions credit building consumer loans payment assistance refinancing options homeowner's equity digital wallet money market accounts fixed-rate mortgages variable-rate mortgages online support resources branch locator low-interest credit cards interest calculators loan comparison b2c services retail capital markets investment management environmental services renewables & environment law practice legal services
Location
Crowley, Texas, United States
Signals
Joanne Lauer profile photo Blockchain Capital logo
Joanne Lauer
Director of Investor Relations
Blockchain Capital
Focus areas
venture capital & private equity distributed applications blockchain technologies bitcoin virtual currencies financial services finance blockchains venture capital & private equity principals security tokens blockchain industry future blockchain industry startups tokenized private credit blockchain industry ecosystem blockchain industry support services digital assets financial technology blockchain real-world asset tokenization blockchain industry expertise blockchain-backed securities blockchain ecosystem blockchain regulatory technology blockchain industry support blockchain asset tokenization on-chain real-world assets venture capital blockchain for enterprise finance blockchain industry growth portfolio management blockchain for asset-backed securities blockchain institutional finance institutional-grade defi blockchain for regulated markets blockchain blockchain-based financial products blockchain industry opportunities tokenized assets blockchain industry partnerships b2b blockchain industry leaders real-world assets on-chain blockchain industry investors gaming blockchain technology adoption crypto portfolio crypto asset management nfts blockchain ecosystem support tokenization blockchain industry investments cryptocurrency blockchain industry analysis blockchain security offerings blockchain industry evolution blockchain firm tokenized securities venture capital & private equity blockchain infrastructure smart contracts blockchain institutional support asset management blockchain industry development blockchain funding blockchain innovation blockchain venture funding blockchain portfolio blockchain tokenization decentralized finance crypto investments blockchain industry landscape blockchain industry innovation blockchain industry challenges investment management blockchain technology blockchain venture capital blockchain startups regulatory compliance defi blockchain industry trends blockchain security tokens blockchain industry insights blockchain founders blockchain industry market blockchain industry leader blockchain support blockchain industry blockchain security token offerings blockchain investments blockchain industry solutions blockchain legal frameworks blockchain industry strategies blockchain for institutional investors blockchain funding rounds blockchain industry funding innovation blockchain for institutional adoption blockchain for traditional finance blockchain compliance on-chain credit regulated crypto assets blockchain projects securities and commodity contracts intermediation and brokerage blockchain real-world asset finance tokenized funds blockchain & cryptocurrency crypto investment centralized finance cefi investment strategy market analysis tokenomics liquidity provisioning onchain trading perpetual contracts spot trading prediction markets crypto builders founder coaching go-to-market strategy post-investment support market making crowdfunding initial coin offerings ico crypto ecosystems fund management investment growth cross-margining dynamic amm decentralized exchange trading volume collateral types capital formation investor relations strategic partnerships market entry high apy liquid staking investment support crypto infrastructure digital identity web3 innovation technology scaling crypto strategy finance technology information technology & services games social fundraising social media consumer internet consumers internet fund-raising
Location
San Francisco, California, United States
Signals
JB
John Borys
Managing Director, Head of Investor Relations, Carlyle AlpInvest
Carlyle AlpInvest
Focus areas
venture capital & private equity private equity coinvestments secondary investments fund of funds alternative investments customized managed accounts private equity funds growth equity venture capital buyout private markets venture capital & private equity principals private equity portfolio management global offices fund sourcing proprietary data private equity firm risk management investment transparency investment management private equity reporting investment process responsible investment institutional investors market cycles private equity portfolio esg considerations private equity strategies private equity investor private equity market financial services diversity and inclusion other financial investment activities long-term relationships co-investments services portfolio construction private equity market insights private equity deal flow private equity portfolio optimization institutional investor services asset management global private equity investment track record private equity investments portfolio risk analysis investment expertise asset allocation portfolio diversification market intelligence fund relationships private equity data analytics risk-adjusted returns primary fund commitments investment platform global macro perspective private equity industry private equity transparency portfolio management private equity risk management investment solutions b2b sustainable investing esg integration private equity assets investment cycle private equity opportunities proprietary database deep industry knowledge market cycle navigation private equity asset class market opportunities private equity managers private equity data-driven decisions investment analytics finance non-profit nonprofit organization management
Location
New York, New York, United States
Signals
John Dolan profile photo Summit Partners logo
John Dolan
Director of Public Equity Research and Investor Relations
Summit Partners
Focus areas
venture capital & private equity growth equity investing focused on growth industries including technology healthcare life sciences business financial services consumer energy education & industrial venture capital & private equity principals growth capital portfolio companies scaling high-growth companies investment team healthcare innovation global sector investments market expansion strategies operational excellence growth equity strategic support fund management mergers and acquisitions investment strategies investment firm long-term value creation growth support growth investments private markets growth company partnerships healthcare investments fundraising public offerings healthcare sector long-term value scaling businesses long-term partnerships growth companies value creation public market investments technology sector expertise sector focus investments private equity funds mergers & acquisitions private market growth investment platform industry expertise venture growth healthcare & life sciences growth capital deployment market leaders capital management growth-oriented investments technology innovation investment process technology sector investment partners business growth company scaling global investment scaling companies sector-specific expertise growth sectors industry verticals long-term growth venture capital industry focus industry-specific investments category-leading companies investment portfolio portfolio management value creation strategies growth strategy market disruption operational support sector focus strategic exits capital deployment growth support services private equity market expansion business services sector-specific support securities and commodity contracts intermediation and brokerage market growth technology investments investment approach investment partner growth products industrial technology marketing technology saas solutions digital transformation capital markets risk management performance optimization human capital strategy m&a support cybersecurity investment ai-driven solutions data management revenue optimization cloud computing healthcare technology lending applications embedded finance direct-to-consumer wealth management telehealth services clinical trials outpatient care e-commerce solutions supply chain management customer engagement virtual rent-to-own data analytics medical services business process automation advanced statistics regulated industries financial compliance environmental testing document management contract research organization tech-enabled services profitability growth consumer brands autonomous systems optimization technology recruitment strategy investment strategy growth_investment b2b finance health care health wellness & fitness hospital & health care fund-raising enterprise software enterprises computer software information technology & services investment management consumer internet consumers internet logistics & supply chain
Location
Boston, Massachusetts, United States
Signals
John Drake profile photo Bessemer Venture Partners logo
John Drake
Investor
Bessemer Venture Partners
Focus areas
venture capital & private equity seed stage early stage growth stage venture capital consumer enterprise healthcare saas finance venture capital & private equity principals strategic mentorship growth support high-growth startups healthcare technology artificial intelligence software financial technology machine learning long-term partnership strategic guidance technology sectors heritage investment portfolio management anti-portfolio public offerings technology investments operational support innovation funding industry networks century-old firm global network portfolio companies innovative companies emerging tech series funding industry experts long-term value fintech investment philosophy public market readiness global tech investments heritage venture capital tech industry support market growth industry disruption support e-commerce legacy of innovation series b funding early-stage mentorship tech ecosystem data security scaling businesses global innovation support cloud computing acquisition support technology ecosystem development market-leading companies investment management cloud infrastructure early-stage funding scalable startups startup funding venture capital history consumer internet investment in digital age emerging technologies silicon valley global venture capital venture funding tech sector investment innovation scalable tech companies growth-stage investments technology evolution entrepreneurial ecosystem cybersecurity scalable businesses entrepreneur support growth capital market expansion investment strategy disruptive innovation securities and commodity contracts intermediation and brokerage series a funding digital transformation technology sector focus ipo support long-term value creation high-growth sectors biotech entrepreneurship support early-stage investment private equity disruptive technology mentorship long-term investment technology ai deep learning chatbots natural language processing biotech innovations data analytics performance management automation investment insights blockchain crypto investments marketplaces vertical software developer platforms apis cloud services intelligent systems supply chain optimization customer engagement software development enterprise solutions remote work solutions mobile applications predictive analytics health tech data privacy consumer technology fintech solutions web development market trends investor networks financial automation regulatory technology user experience design innovative startups management platforms customer relationship management funding opportunities ai ethics health care health wellness & fitness hospital & health care computer software information technology & services financial services finance technology consumers internet computer & network security enterprise software enterprises b2b internet infrastructure mentoring mobile apps analytics design crm sales
Location
New York, New York, United States
Signals
John Giammattei profile photo Vanguard logo
John Giammattei
Director - Personal Investor Onboarding Engineering
Vanguard
Focus areas
financial services active funds retail financial innovation investment advisory asset growth low-cost investing financial services other financial investment activities digital investing tools cost efficiency active management retirement planning investment research and insights asset management online investing market tracking market indices client resources market index tracking passive index funds index tracking b2c market insights retirement solutions retirement plans client-focused mutual funds investment solutions passive vs active management investment performance diversified portfolios portfolio management global presence cost-effective investing institutional investing fund shareholder structure cost savings etfs financial technology private equity transparency risk management financial planning global asset management global offices retail investing fund offerings digital platform index mutual funds tax planning retirement plan services fund shareholder ownership wealth management investment research financial advice financial advisory etfs for diversification passive investing low-cost index funds services investment management iras 401(k) plans portfolio diversification dividend growth funds target-date funds index funds bond funds active equity funds cash management retirement readiness personalized investing tax-exempt bonds money market funds robo-advisory financial wellness automatic enrollment environmental sustainability funds global equity investment advisory services direct indexing fixed income etfs educational resources investment objectives diversification strategies financial planning tools institutional investments nonprofit investing economic outlook client services brokerage services digital advice services wealth accumulation strategies emergency funds 401(k) management finance finance technology information technology & services financial consulting consulting management consulting
Location
Swarthmore, Pennsylvania, United States
Signals
John Joseph profile photo West Suburban Angels Inc. logo
John Joseph
Managing Director and Board Member
West Suburban Angels Inc.
Focus areas
venture capital & private equity venture capital & private equity principals venture funding capital raising investor collaboration business services angel investment technology startups investment syndication growth capital investment due diligence investment process healthcare technology scalable platform technology venture capital & angel investing startup funding high-growth markets startup mentorship market-ready technology midwest startup ecosystem early-growth company support business growth support community impact regional investment focus investment criteria accredited investors angel investor network scalable business model information technology startup mentorship programs portfolio management investment management technology accelerator support seed funding technology due diligence midwest region startups securities and commodity contracts intermediation and brokerage financial advisory investor community healthcare venture capital startups & early-stage companies high-growth companies investment screening process portfolio company support investment syndicates financial services mentorship programs early-stage startups community impact investing b2b angel investing venture capital & private equity financial consulting consulting management consulting health care health wellness & fitness hospital & health care
Location
Chicago, Illinois, United States
Signals
John O'Connor profile photo Silversmith Capital Partners logo
John O'Connor
Growth Equity Investor
Silversmith Capital Partners
Focus areas
venture capital & private equity growth equity investing in technology & healthcare companies venture capital & private equity principals artificial intelligence digital health innovation founder support enterprise saas platforms team building services services founder-centric investing value creation long-term partnership portfolio management growth acceleration team building investor support capital efficiency data analytics machine learning investments operational improvement business scaling healthcare technology healthcare services healthcare digital transformation healthcare it content creator platforms growth equity cloud computing long-term value creation healthcare analytics platforms enterprise growth support market traction cloud solutions portfolio companies enterprise software scaling venture capital healthcare analytics venture capital & private equity healthtech software as a service business intelligence regulatory compliance marketing automation analytics content and creative saas scalable companies venture growth investment management healthcare information technology & services b2b digital transformation software platforms long-term growth saas strategic guidance digital health solutions healthcare software & services market expansion support it infrastructure investment strategy m&a support technology investments long-term partnerships healthcare software entrepreneur support growth-stage investments cybersecurity saas for healthcare infrastructure development healthcare digital solutions executive recruitment technology technology-enabled healthcare founder partnerships infrastructure support healthcare provider support healthcare investments digital content platforms market expansion healthcare operational efficiency digital services software operational support m&a enterprise software capital investment ai-powered healthcare music distribution saas enterprise saas saas growth strategies healthcare data analytics collaborative approach workflow automation financial technology securities and commodity contracts intermediation and brokerage healthcare software solutions digital health scaling companies partnership management software innovation saas solutions collaborative culture document processing customer experiences ecommerce software medical record management compliance solutions business scalability software development kits investment approach capital investments business growth strategies data-driven solutions founder-friendly vertical-specific software patient care technology operation efficiency document automation web development platform saas infrastructure strategic partnerships revenue growth clinical documentation user engagement market access enterprise automation remote collaboration creative software startup investments non-profit distribution health care health wellness & fitness hospital & health care enterprises computer software marketing & advertising financial services staffing & recruiting mergers & acquisitions finance technology nonprofit organization management
Location
Boston, Massachusetts, United States
Signals
Jonah Burian profile photo Blockchain Capital logo
Jonah Burian
Investor
Blockchain Capital
Focus areas
venture capital & private equity distributed applications blockchain technologies bitcoin virtual currencies financial services finance blockchains venture capital & private equity principals security tokens blockchain industry future blockchain industry startups tokenized private credit blockchain industry ecosystem blockchain industry support services digital assets financial technology blockchain real-world asset tokenization blockchain industry expertise blockchain-backed securities blockchain ecosystem blockchain regulatory technology blockchain industry support blockchain asset tokenization on-chain real-world assets venture capital blockchain for enterprise finance blockchain industry growth portfolio management blockchain for asset-backed securities blockchain institutional finance institutional-grade defi blockchain for regulated markets blockchain blockchain-based financial products blockchain industry opportunities tokenized assets blockchain industry partnerships b2b blockchain industry leaders real-world assets on-chain blockchain industry investors gaming blockchain technology adoption crypto portfolio crypto asset management nfts blockchain ecosystem support tokenization blockchain industry investments cryptocurrency blockchain industry analysis blockchain security offerings blockchain industry evolution blockchain firm tokenized securities venture capital & private equity blockchain infrastructure smart contracts blockchain institutional support asset management blockchain industry development blockchain funding blockchain innovation blockchain venture funding blockchain portfolio blockchain tokenization decentralized finance crypto investments blockchain industry landscape blockchain industry innovation blockchain industry challenges investment management blockchain technology blockchain venture capital blockchain startups regulatory compliance defi blockchain industry trends blockchain security tokens blockchain industry insights blockchain founders blockchain industry market blockchain industry leader blockchain support blockchain industry blockchain security token offerings blockchain investments blockchain industry solutions blockchain legal frameworks blockchain industry strategies blockchain for institutional investors blockchain funding rounds blockchain industry funding innovation blockchain for institutional adoption blockchain for traditional finance blockchain compliance on-chain credit regulated crypto assets blockchain projects securities and commodity contracts intermediation and brokerage blockchain real-world asset finance tokenized funds blockchain & cryptocurrency crypto investment centralized finance cefi investment strategy market analysis tokenomics liquidity provisioning onchain trading perpetual contracts spot trading prediction markets crypto builders founder coaching go-to-market strategy post-investment support market making crowdfunding initial coin offerings ico crypto ecosystems fund management investment growth cross-margining dynamic amm decentralized exchange trading volume collateral types capital formation investor relations strategic partnerships market entry high apy liquid staking investment support crypto infrastructure digital identity web3 innovation technology scaling crypto strategy finance technology information technology & services games social fundraising social media consumer internet consumers internet fund-raising
Location
New York, New York, United States
Signals
Jonathan Gomes profile photo Vanguard logo
Jonathan Gomes
Director, Consultant Relations- Institutional Investor Group
Vanguard
Focus areas
financial services active funds retail financial innovation investment advisory asset growth low-cost investing financial services other financial investment activities digital investing tools cost efficiency active management retirement planning investment research and insights asset management online investing market tracking market indices client resources market index tracking passive index funds index tracking b2c market insights retirement solutions retirement plans client-focused mutual funds investment solutions passive vs active management investment performance diversified portfolios portfolio management global presence cost-effective investing institutional investing fund shareholder structure cost savings etfs financial technology private equity transparency risk management financial planning global asset management global offices retail investing fund offerings digital platform index mutual funds tax planning retirement plan services fund shareholder ownership wealth management investment research financial advice financial advisory etfs for diversification passive investing low-cost index funds services investment management iras 401(k) plans portfolio diversification dividend growth funds target-date funds index funds bond funds active equity funds cash management retirement readiness personalized investing tax-exempt bonds money market funds robo-advisory financial wellness automatic enrollment environmental sustainability funds global equity investment advisory services direct indexing fixed income etfs educational resources investment objectives diversification strategies financial planning tools institutional investments nonprofit investing economic outlook client services brokerage services digital advice services wealth accumulation strategies emergency funds 401(k) management finance finance technology information technology & services financial consulting consulting management consulting
Location
Charlotte, North Carolina, United States
Signals
Jonathan Setiabrata profile photo Pinegrove Venture Partners logo
Jonathan Setiabrata
Principal, Investor Relations
Pinegrove Venture Partners
Focus areas
venture capital & private equity secondary investments liquidity solutions lp partnerships gp partnerships venture capital fund of funds private credit venture debt venture capital & private equity principals secondary market investments sponsor collaborations global innovation economy other financial investment activities fund of funds strategies venture secondaries sequoia heritage assets under management investment advisory startup funding financial services technology investments fund of funds management investment platform brookfield asset management fund managers investment solutions limited partners capital markets fund management venture capital & private equity portfolio management co-investments emerging startups venture debt funds growth capital co-investment strategies co-investment platform venture ecosystem innovation economy venture capital ecosystem venture investment investment management venture capital solutions private market investments venture secondaries market emerging technologies asset allocation asset management private equity b2b finance
Location
Los Angeles, California, United States
Signals
Joseph Barbati profile photo Rosecliff logo
Joseph Barbati
Investor
Rosecliff
Focus areas
investment management private equity venture capital alternative investing investment banking raising capital startup investments buyouts takeovers private market investment management diversified investments disruptive technologies financial services consumer products healthcare software credit strategies growth support strategic partnerships founder-centric approach sector agnostic positive economic impact long-term value early-stage investments growth equity portfolio companies innovative solutions scalable business models institutional investors fintech ecommerce enterprise software health-conscious consumers millennials urban professionals active investment value addition experienced leadership new york city alternative asset management investment strategies portfolio management disruptive technology seed financing late stage investing credit products telehealth solutions consumer brands financial technology healthcare investments urban logistics sustainable fashion recurring revenue e.d. medication chronic conditions ai technology health outcomes waste management solutions enterprise saas online marketplaces personalized healthcare investment opportunities angel investing crowdfunding capital management technology consulting data analytics real estate technology automated investment platforms customer engagement digital experience insurance technology bio-sample donations health data security online credit solutions automated logistics food delivery services e-commerce delivery cloud solutions digital asset management smart app development consumer experience b2b capital markets consumer goods consumers health care health wellness & fitness hospital & health care information technology & services finance technology e-commerce consumer internet internet enterprises computer software venture capital & private equity social fundraising social media fund-raising management consulting cloud computing
Location
New York, New York, United States
Signals
Josh Diamond profile photo Summit Partners logo
Josh Diamond
Investor
Summit Partners
Focus areas
venture capital & private equity growth equity investing focused on growth industries including technology healthcare life sciences business financial services consumer energy education & industrial venture capital & private equity principals growth capital portfolio companies scaling high-growth companies investment team healthcare innovation global sector investments market expansion strategies operational excellence growth equity strategic support fund management mergers and acquisitions investment strategies investment firm long-term value creation growth support growth investments private markets growth company partnerships healthcare investments fundraising public offerings healthcare sector long-term value scaling businesses long-term partnerships growth companies value creation public market investments technology sector expertise sector focus investments private equity funds mergers & acquisitions private market growth investment platform industry expertise venture growth healthcare & life sciences growth capital deployment market leaders capital management growth-oriented investments technology innovation investment process technology sector investment partners business growth company scaling global investment scaling companies sector-specific expertise growth sectors industry verticals long-term growth venture capital industry focus industry-specific investments category-leading companies investment portfolio portfolio management value creation strategies growth strategy market disruption operational support sector focus strategic exits capital deployment growth support services private equity market expansion business services sector-specific support securities and commodity contracts intermediation and brokerage market growth technology investments investment approach investment partner growth products industrial technology marketing technology saas solutions digital transformation capital markets risk management performance optimization human capital strategy m&a support cybersecurity investment ai-driven solutions data management revenue optimization cloud computing healthcare technology lending applications embedded finance direct-to-consumer wealth management telehealth services clinical trials outpatient care e-commerce solutions supply chain management customer engagement virtual rent-to-own data analytics medical services business process automation advanced statistics regulated industries financial compliance environmental testing document management contract research organization tech-enabled services profitability growth consumer brands autonomous systems optimization technology recruitment strategy investment strategy growth_investment b2b finance health care health wellness & fitness hospital & health care fund-raising enterprise software enterprises computer software information technology & services investment management consumer internet consumers internet logistics & supply chain
Location
San Francisco, California, United States
Signals
JK
Josh Kahn
Senior Analyst / Director of Investor Relations
Loews Corporation
Focus areas
investment management financial services investment management insurance oil gas energy hospitality packaging & containers property-casualty insurers finance leisure travel & tourism shipping logistics & supply chain building supplies hardware stores home & garden home services shopping
Location
New York, New York, United States
Signals
Josh S. profile photo BGO logo
Josh S.
Managing Director Capital Raising & Investor Relations/Head of US Distribution
BGO
Focus areas
financial services real estate investment management real estate development real estate services responsible investing sustainable investing scandinavian market real estate research analytics investment partnerships international property markets real estate asset strategies co-investment opportunities sustainable real estate consulting property operations real estate investment management market insights lending solutions sustainable property management market analysis market presence property performance portfolio optimization institutional clients property asset management property management hospitality properties co-investment markets market research sustainability property development secondary markets services property management analytics financial services institutional real estate investment opportunities multi-residential client relationships portfolio management property lending real estate investment advisory market opportunity identification risk management real estate portfolio management growth equity structuring sustainability practices co-investment partnerships growth equity global real estate real estate strategy retail properties client management commercial real estate investment analytics property investment strategies property portfolio diversification strategic capital real estate investment solutions asset management real estate asset optimization real estate markets worldwide analytics investment solutions industry-leading sustainability real estate investment partnerships investment strategies recapitalizations financial planning capital partnerships asset management services asset allocation real estate markets offices of real estate agents and brokers real estate analytics real estate investment funds property management software investment advisory real estate investment consulting research real estate properties recapitalization property portfolio recapitalization structuring socially beneficial real estate data analytics investment portfolio local market expertise b2b real estate industry real estate assets under management global property management real estate investment environmentally responsible properties real estate assets sophisticated analytics multinational real estate equity investment commercial mortgages multi-family residential industrial property retail real estate global markets property leasing capital investments high-yield finance construction financing office assets esg compliance investment funds real estate advisory multi-manager platform operational excellence targeted investments gateway cities debt financing capital solutions local expertise macroeconomic analysis community engagement strategic partnerships real estate trends market intelligence asset repositioning value-add strategies financial innovation client-centric approach investment performance property valuation tenant services construction & real estate enterprise software enterprises computer software information technology & services environmental services renewables & environment
Location
New York, New York, United States
Signals
Joshua Hechtman profile photo Bessemer Venture Partners logo
Joshua Hechtman
Investor
Bessemer Venture Partners
Focus areas
venture capital & private equity seed stage early stage growth stage venture capital consumer enterprise healthcare saas finance venture capital & private equity principals strategic mentorship growth support high-growth startups healthcare technology artificial intelligence software financial technology machine learning long-term partnership strategic guidance technology sectors heritage investment portfolio management anti-portfolio public offerings technology investments operational support innovation funding industry networks century-old firm global network portfolio companies innovative companies emerging tech series funding industry experts long-term value fintech investment philosophy public market readiness global tech investments heritage venture capital tech industry support market growth industry disruption support e-commerce legacy of innovation series b funding early-stage mentorship tech ecosystem data security scaling businesses global innovation support cloud computing acquisition support technology ecosystem development market-leading companies investment management cloud infrastructure early-stage funding scalable startups startup funding venture capital history consumer internet investment in digital age emerging technologies silicon valley global venture capital venture funding tech sector investment innovation scalable tech companies growth-stage investments technology evolution entrepreneurial ecosystem cybersecurity scalable businesses entrepreneur support growth capital market expansion investment strategy disruptive innovation securities and commodity contracts intermediation and brokerage series a funding digital transformation technology sector focus ipo support long-term value creation high-growth sectors biotech entrepreneurship support early-stage investment private equity disruptive technology mentorship long-term investment technology ai deep learning chatbots natural language processing biotech innovations data analytics performance management automation investment insights blockchain crypto investments marketplaces vertical software developer platforms apis cloud services intelligent systems supply chain optimization customer engagement software development enterprise solutions remote work solutions mobile applications predictive analytics health tech data privacy consumer technology fintech solutions web development market trends investor networks financial automation regulatory technology user experience design innovative startups management platforms customer relationship management funding opportunities ai ethics health care health wellness & fitness hospital & health care computer software information technology & services financial services finance technology consumers internet computer & network security enterprise software enterprises b2b internet infrastructure mentoring mobile apps analytics design crm sales
Location
New York, New York, United States
Signals
Juan Castano profile photo HarbourVest Partners logo
Juan Castano
Vice President, West Coast Investor Relations & Capital Formation
HarbourVest Partners
Focus areas
venture capital & private equity private equity private debt primary fund investments secondary investments direct coinvestments venture capital buyout growth equity mezzanine real assets global private markets custom solutions venture capital & private equity principals private markets global investment firm leveraged buyouts secondary transactions direct co-investments infrastructure investments private credit institutional investors pension funds endowments foundations financial institutions individual investors emerging managers diverse managers investment strategies risk management diversification long-term value innovative investment solutions operational excellence collaborative partnerships global presence client-focused asset management financial services investment management market accessibility corporate citizenship customer satisfaction investment professionals comprehensive access tailored solutions primary investments esg investing quantitative investment emerging markets diverse investments global reach portfolio management fund managers secondary sellers firm partnerships client services global intelligence investment evaluation strategic partnerships fundraising market trends fund performance cross-border investments investment insights client satisfaction financial advisors ongoing development financial markets investment solutions portfolio diversification private wealth capital raising investor relations market access performance tracking investment analysis client engagement global offices volunteering initiatives career development diversity and inclusion b2b services fund-raising
Location
San Francisco, California, United States
Signals
Julie Barry profile photo HarbourVest Partners logo
Julie Barry
Principal, Investor Relations/Consultant Relations
HarbourVest Partners
Focus areas
venture capital & private equity private equity private debt primary fund investments secondary investments direct coinvestments venture capital buyout growth equity mezzanine real assets global private markets custom solutions venture capital & private equity principals private markets global investment firm leveraged buyouts secondary transactions direct co-investments infrastructure investments private credit institutional investors pension funds endowments foundations financial institutions individual investors emerging managers diverse managers investment strategies risk management diversification long-term value innovative investment solutions operational excellence collaborative partnerships global presence client-focused asset management financial services investment management market accessibility corporate citizenship customer satisfaction investment professionals comprehensive access tailored solutions primary investments esg investing quantitative investment emerging markets diverse investments global reach portfolio management fund managers secondary sellers firm partnerships client services global intelligence investment evaluation strategic partnerships fundraising market trends fund performance cross-border investments investment insights client satisfaction financial advisors ongoing development financial markets investment solutions portfolio diversification private wealth capital raising investor relations market access performance tracking investment analysis client engagement global offices volunteering initiatives career development diversity and inclusion b2b services fund-raising
Location
San Francisco, California, United States
Signals
Kai O?Donobhan profile photo TCV logo
Kai O?Donobhan
Investor
TCV
Focus areas
venture capital & private equity venture capital & private equity principals growth equity technology investment category-defining companies long-term partnerships strategic guidance global presence innovation consumer technology fintech application software infrastructure software saas digital banking customer experience market leadership mission-driven teams investment management technology sectors diverse portfolio capital investment scaling businesses behavioral shifts equity investments recurring relationships operational efficiency hr management contract management strategic decision-making transformative technology venture capital technology investments financial performance cloud-based platform construction finance capital flow real-time collaboration compliance solutions risk mitigation lending decisions portfolio management long-term growth strategic partnerships saas business investor relations technology companies capital market strategies investment advisories innovation funding digital transformation entrepreneur support investing in startups financial management solutions api economy portfolio optimization data intelligence investment strategy hybrid cloud solutions construction ecosystem strategic exits performance tracking thought leadership capital raising financial technology investment monitoring business scalability company valuations market trends investor communications analytics tools financial compliance global partnerships digital finance solutions investor engagement customer loyalty strategies b2b services finance technology information technology & services financial services computer software
Location
New York, New York, United States
Signals
Karla Clark profile photo H.I.G. Capital logo
Karla Clark
Assistant Manager, Investor Services • Finance
H.I.G. Capital
Focus areas
venture capital & private equity private equity growth equity debt credit real estate & public equities business services finance venture capital & private equity principals strategic operational support alternative assets infrastructure value-add esg management partnerships services financial management debt funds global assets under management value creation operational value creation private debt value-add properties real estate development projects cross-border investments real estate portfolio management infrastructure assets asset management healthcare funds portfolio operational support operational improvement private equity in manufacturing growth capital healthcare technology middle-market companies middle-market private equity growth capital in tech strategic investments other financial investment activities investment professionals portfolio companies private capital healthcare outsourcing real estate repositioning logistics manufacturing healthcare real estate investments responsible investment middle-market investments global alternative assets infrastructure funds asset management services value-add investments credit restructuring esg integration investment strategies real estate funds healthcare provider investments technology investments market-leading companies strategic growth special situations credit special situations debt infrastructure projects recapitalizations growth-stage healthcare fintech financial services equity investments private equity funds value-added real estate healthcare investments sustainable value creation global investment credit funds healthcare innovation investments infrastructure operational improvement asset management in real estate debt financing infrastructure asset-backed investments industry-specific investments real estate development real estate rehabilitation credit strategies management buyouts direct lending sustainable investing operational expertise global investment firm alternative investments infrastructure investments capital raise middle market business partnerships transaction management industry knowledge market expansion investment opportunities corporate carve-outs strategic partnerships investment firms capital markets business development direct origination financial consulting revenue growth consumer products mid-cap companies credit solutions b2b investments operational improvements value-add strategies market analytics construction & real estate b2b mechanical or industrial engineering health care health wellness & fitness hospital & health care finance technology information technology & services investment management venture capital & private equity consulting management consulting consumer goods consumers
Location
Miami, Florida, United States
Signals
Summit Partners
Focus areas
venture capital & private equity growth equity investing focused on growth industries including technology healthcare life sciences business financial services consumer energy education & industrial venture capital & private equity principals growth capital portfolio companies scaling high-growth companies investment team healthcare innovation global sector investments market expansion strategies operational excellence growth equity strategic support fund management mergers and acquisitions investment strategies investment firm long-term value creation growth support growth investments private markets growth company partnerships healthcare investments fundraising public offerings healthcare sector long-term value scaling businesses long-term partnerships growth companies value creation public market investments technology sector expertise sector focus investments private equity funds mergers & acquisitions private market growth investment platform industry expertise venture growth healthcare & life sciences growth capital deployment market leaders capital management growth-oriented investments technology innovation investment process technology sector investment partners business growth company scaling global investment scaling companies sector-specific expertise growth sectors industry verticals long-term growth venture capital industry focus industry-specific investments category-leading companies investment portfolio portfolio management value creation strategies growth strategy market disruption operational support sector focus strategic exits capital deployment growth support services private equity market expansion business services sector-specific support securities and commodity contracts intermediation and brokerage market growth technology investments investment approach investment partner growth products industrial technology marketing technology saas solutions digital transformation capital markets risk management performance optimization human capital strategy m&a support cybersecurity investment ai-driven solutions data management revenue optimization cloud computing healthcare technology lending applications embedded finance direct-to-consumer wealth management telehealth services clinical trials outpatient care e-commerce solutions supply chain management customer engagement virtual rent-to-own data analytics medical services business process automation advanced statistics regulated industries financial compliance environmental testing document management contract research organization tech-enabled services profitability growth consumer brands autonomous systems optimization technology recruitment strategy investment strategy growth_investment b2b finance health care health wellness & fitness hospital & health care fund-raising enterprise software enterprises computer software information technology & services investment management consumer internet consumers internet logistics & supply chain
Location
Boston, Massachusetts, United States
Signals
Kate Bechtold profile photo Vida Ventures, LLC logo
Kate Bechtold
Head of Investor Relations and Communications
Vida Ventures, LLC
Focus areas
venture capital & private equity venture capital & private equity principals biomedical innovations therapies life sciences cancer treatments investment firm biotechnology precision oncology clinical development therapeutic strategies immunotherapies next-generation therapies chimeric antigen receptor car t therapy solid tumors autoimmune diseases drug development research and development venture capital strategic collaborations novel biopharmaceuticals investment management patient-centered care cutting-edge science regenerative medicine neurodegenerative diseases gene therapy clinical trials biologics drug discovery medical devices market assessments therapeutic areas disruptive technologies synthetic biology patient outcomes alumni engagement cross-disciplinary teams therapeutic proteins regulatory approvals translational research patient advocacy clinical pipelines disruptive innovations partnerships intellectual property healthcare leadership biotech startups scientific advisory boards drug commercialization b2b research & development financial services health care health wellness & fitness hospital & health care
Location
Universal City, California, United States
Signals
Kate Burke profile photo Wavecrest Growth Partners logo
Kate Burke
Growth Equity Investor
Wavecrest Growth Partners
Focus areas
venture capital & private equity growthstage investments in b2b software & technologyenabled services companies venture capital & private equity principals b2b technology growth equity scalable business models capital-efficient investments go-to-market strategies sales and marketing efficiency customer value maximization customer success frameworks metric measurement corporate development strategic partnerships investment strategies m&a support tech-enabled services entrepreneurial support operating talent acquisition performance benchmarking international expansion portfolio management investment philosophy data-driven growth business scaling financial optimization operational strategies executive recruitment value creation risk reduction network relationships performance optimization collaborative partnerships innovative technology real-world experience agile methodologies investment management team dynamics organizational support strategic navigation exclusivity in investments business model refinement growth levers framework high-growth companies competitive market positioning capital raising partnership development cross-border investments technology integration investment alignment growth potential entrepreneurial resilience company scaling b2b services staffing & recruiting financial services
Location
Boston, Massachusetts, United States
Signals
Kate Mermelstein profile photo Top Tier Capital Partners logo
Kate Mermelstein
Vice President | Investor Relations & Fundraising
Top Tier Capital Partners
Focus areas
venture capital & private equity venture capital & private equity principals venture fund partnerships b2b primary fund commitments venture ecosystem support secondaries long-term venture relationships direct venture backing liquidity solutions growth-stage venture investing fund manager support fund of funds investing fund management expertise secondaries market portfolio management venture capital lp relationships direct venture investments fund of funds strategy long-term partnerships venture ecosystem venture capital program building long-term investor investment counsel portfolio companies investment strategy industry networks investment experience venture capital ecosystem private equity investment management fund diversification trust and integrity fund management asset management esg investing trust-based relationships investment analytics data insights for venture data-driven insights high-growth companies fund performance entrepreneur support financial services fund performance metrics venture fund commitments venture funds lp and shareholder liquidity venture capital & private equity fundraising strategies entrepreneur network risk management global investments data insights industry network leverage fundraising direct investments collaborative approach entrepreneurial support fund management services fund of funds secondaries liquidity solutions fund relationships other financial investment activities fundraising support global venture investments collaborative investment approach industry insights long-standing relationships fund performance tracking growth-stage companies venture-backed companies finance fund-raising
Location
San Francisco, California, United States
Signals
Katie McDowell profile photo Greycroft logo
Katie McDowell
Investor Relations & Fundraising
Greycroft
Focus areas
venture capital & private equity venture capital finance venture capital & private equity principals ai enterprise solutions market innovation composable ai platform beauty products ai ecosystem investment portfolio ai infrastructure ai community building venture investing ai automation tools growth investments sustainability solutions environmental impact tech startups software investments other financial investment activities sustainability & environmental technology consumer goods multilingual customer service industry transformation consumer applications artificial intelligence multilingual platforms ai scalability consumer brands consumer goods & retail expansion-stage funding technology transformation growth-stage investments foundational models enterprise software software sustainability continuous monitoring digital media sustainable technology digital platforms food and beverage monitoring systems market expansion mobility technology sectors ai safety investment management ai safety safeguards investment strategic partnerships early-stage investments digital transformation personal care early-stage funding software & technology ai-powered translation ai security enterprise applications ai-driven solutions venture capital & private equity company acquisitions portfolio management real-time analytics disruptive technology e-commerce disruptive startups consumer products brand reimagining ai applications technology ai workflows ai models technology investments investment partnerships innovative companies software development generative ai contextual ai automated workflows market analysis strategic guidance operational expertise data-driven marketing consumer insights scalable solutions investment strategy ai-powered applications product integration strategic capital entrepreneur support product development market trends team leadership real-world use cases ai model integration automation technologies data management performance analytics startup ecosystem brand positioning category-defining businesses digital ecosystem customer experience optimization innovation management cross-industry collaboration technology adoption enterprise solutions market penetration talent acquisition b2b financial services consumers information technology & services enterprises computer software environmental services renewables & environment food & beverages consumer internet internet
Location
New York, New York, United States
Signals
Kavita Sinha profile photo BNY logo
Kavita Sinha
Board Liaison - CEO Office, Director
BNY
Focus areas
financial services financial services investment management investment services wealth management treasury services depositary receipts wealth technology global markets collateral management clearance asset servicing credit services corporate trust finance technology finance trading major banks asset management custody services corporate trust services retirement solutions cash management trade finance foreign exchange liquidity management digital asset servicing blockchain integration institutional clients high net worth individuals global financial services securities lending pension plan management technology-driven solutions financial institutions corporations asset managers customer service financial education international presence trustworthiness investment lifecycle performance measurement analytics data solutions client reporting financial advisory net-zero emissions crypto custody climate commitments technology modernization investment solutions risk management digital assets securities services liquidity optimization clearing and settlement financing solutions capital markets services data analytics macro investing alternative investments client access financial lifecycle management technology solutions consulting services investment strategy portfolio management compliance services outsourced trading financial research client relationship management institutional services broker-dealer solutions global trade execution economic insights family office solutions private equity trust services fund administration market insights investor relations financial analysis strategic partnerships digital transformation innovative technology community impact sustainable finance financial stability b2b government services information technology & services financial consulting consulting management consulting
Location
United States
Signals
KC McCarthy profile photo HarbourVest Partners logo
KC McCarthy
Senior Associate, Investor Relations
HarbourVest Partners
Focus areas
venture capital & private equity private equity private debt primary fund investments secondary investments direct coinvestments venture capital buyout growth equity mezzanine real assets global private markets custom solutions venture capital & private equity principals private markets global investment firm leveraged buyouts secondary transactions direct co-investments infrastructure investments private credit institutional investors pension funds endowments foundations financial institutions individual investors emerging managers diverse managers investment strategies risk management diversification long-term value innovative investment solutions operational excellence collaborative partnerships global presence client-focused asset management financial services investment management market accessibility corporate citizenship customer satisfaction investment professionals comprehensive access tailored solutions primary investments esg investing quantitative investment emerging markets diverse investments global reach portfolio management fund managers secondary sellers firm partnerships client services global intelligence investment evaluation strategic partnerships fundraising market trends fund performance cross-border investments investment insights client satisfaction financial advisors ongoing development financial markets investment solutions portfolio diversification private wealth capital raising investor relations market access performance tracking investment analysis client engagement global offices volunteering initiatives career development diversity and inclusion b2b services fund-raising
Location
Boston, Massachusetts, United States
Signals
Keegan Zimmermann profile photo Avante Capital Partners logo
Keegan Zimmermann
Director of Investor Relations
Avante Capital Partners
Focus areas
venture capital & private equity venture capital & private equity principals private credit structured equity lower middle market senior debt unitranche debt mezzanine debt minority equity investment opportunities partnering diversity and inclusion women-owned minority-owned financial support community outreach growth investment collaboration portfolio management investment criteria market strategies operational support financial sponsors independent sponsors management teams long-term relationships equity investments economic empowerment alternative investments b2b services business solutions healthcare investments consumer products niche markets sustainable investing educational resources leadership programs networking initiatives capacity building financial literacy mentorship programs community engagement c-level partnerships healthy food products diversified investments scaling businesses market expansion business performance improvement strategic consulting b2b services investment management financial services consumer goods consumers management consulting
Location
Atlanta, Georgia, United States
Signals
Keith Schwartz profile photo Guardian Capital Group logo
Keith Schwartz
Regional Director & Key Account Manager - VP of Investor Services, US Distribution
Guardian Capital Group
Focus areas
financial services asset management wealth management financial services private wealth institutional asset management distribution financial wealth planning concentrated equity funds institutional asset strategies client-focused solutions other financial investment activities long-term value segregated accounts global markets client service mutual funds and etfs ultra-high-net-worth market analysis mutual funds portfolio construction responsible investing multi-market investment institutional clients long-term performance private wealth management trustworthiness services risk control sustainable growth funds private high-net-worth long-term wealth preservation independent asset manager emerging markets canadian equities client relationships diversified portfolios portfolio management global presence performance measurement etfs canadian asset management risk management asset diversification subsidiary operations private banking integrity focused equity portfolios investment management retail uk-based asset management global reach responsible investing strategies long-term investing us institutional investment long-term growth fundamental analysis client relationship management canadian equity funds diversified solutions client-focused investment strategies financial planning global asset management investment funds asset allocation portfolio oversight value investing financial advisory concentrated portfolios global investment expertise long-term investment philosophy private clients multi-asset strategies trustworthy asset management private client services global equity funds investment advisory diversified asset classes asset management innovation independent firm institutional investment esg investing global investment solutions client retention b2c b2b global equities independent financial services subsidiaries client-centric approach subsidiary management sustainable investing client assets investment research retail investment solutions institutional investment solutions financial advisory services tax-efficient investment solutions high-net-worth management fundamental equity strategies emerging markets investment exchange traded funds bond funds private banking services client relations investment performance customized investment solutions diversified financial services investment advisor services family office services endowment funds foundation investment management institutional assets strategic income fund canadian equity global equity investment risk diversification wealth accumulation decumulation strategies long-term wealth strategies capital appreciation investment fund structuring financial governance corporate governance investment lifecycle solutions investment due diligence securities investment investment products data-driven investment approach finance financial consulting consulting management consulting
Location
Boca Raton, Florida, United States
Signals
Kellen Love profile photo BDMI logo
Kellen Love
Investor
BDMI
Focus areas
venture capital & private equity finance investment management seed stage early stage
Location
New York, New York, United States
Signals
Kelly Engstrom profile photo Nuveen, a TIAA company logo
Kelly Engstrom
Vice President, Fund Board Relations
Nuveen, a TIAA company
Focus areas
financial services investment management closedend funds mutual funds managed accounts municipal bonds equities alternatives global real assets alternative investments taxable fixed income responsible investments real assets asset management closed-end funds esg integration impact investing private real estate multi-asset strategies global asset management b2b securities and commodity contracts intermediation and brokerage long-term income municipal bond underwriting portfolio diversification real estate investments green bonds tax-advantaged investments risk management private equity financial services financial advisory retail asset allocation capital markets wealth management private markets esg factors real estate investment fixed income financial planning responsible investing sustainable growth b2c impact fund management regulatory compliance impact measurement services climate-focused investments financial strength institutional investors client services retirement planning public-private partnerships social impact investing investment advisory investment solutions impact measurement tools sustainable investing fund distribution fund performance real estate retirement solutions separately managed accounts exchange-traded funds 529 education savings plans model portfolios target date funds collective investment trusts fund comparison portfolio review income generation alt investments global investment committee client access tax information forms and applications proxy information performance data investment strategies multi-asset solutions private capital timberland investments infrastructure investment student loan solutions market insights investment outlook client relationship institutional investing diversification strategies liquid investments financial professionals individual investors institutional clients global markets finance non-profit distribution construction & real estate financial consulting consulting management consulting nonprofit organization management
Location
Chicago, Illinois, United States
Signals
Kelly Xia profile photo Adams Street Partners logo
Kelly Xia
VC and Growth Stage Investor
Adams Street Partners
Focus areas
venture capital & private equity global programs us fund of funds nonus fund of funds secondary investments venture capital & growth equity customized solutions buyout coinvestments private credit venture capital & private equity principals private market insights advanced analytics private equity secondaries private markets research venture capital proprietary data private equity fund-of-funds global presence market dislocation custom solutions private markets investment private equity firm financial technology co-investments services cybersecurity growth equity wealth management other financial investment activities primary investments private equity growth private equity history private market solutions private credit strategies private equity fund strategies private markets industry institutional investors private equity investments investment management private equity innovation risk management private equity relationships employee ownership investment strategies asset management private markets financial advisors investment professionals capital management esg integration diversity equity inclusion portfolio construction analytical tools middle market clo founder-first approach market-leading companies value-added services investment insights performance evaluation multi-currency research investment opportunities investor analytics community engagement operational due diligence historical analysis strategic partnerships capital structure investment risk portfolio diagnostics top-tier portfolios client service firm history global footprint client engagement investment performance collaboration risk-adjusted returns healthcare investments software investments b2b finance finance technology information technology & services financial services
Location
San Francisco, California, United States
Signals
Kennedy Lee profile photo HarbourVest Partners logo
Kennedy Lee
Private Equity Investor
HarbourVest Partners
Focus areas
venture capital & private equity private equity private debt primary fund investments secondary investments direct coinvestments venture capital buyout growth equity mezzanine real assets global private markets custom solutions venture capital & private equity principals private markets global investment firm leveraged buyouts secondary transactions direct co-investments infrastructure investments private credit institutional investors pension funds endowments foundations financial institutions individual investors emerging managers diverse managers investment strategies risk management diversification long-term value innovative investment solutions operational excellence collaborative partnerships global presence client-focused asset management financial services investment management market accessibility corporate citizenship customer satisfaction investment professionals comprehensive access tailored solutions primary investments esg investing quantitative investment emerging markets diverse investments global reach portfolio management fund managers secondary sellers firm partnerships client services global intelligence investment evaluation strategic partnerships fundraising market trends fund performance cross-border investments investment insights client satisfaction financial advisors ongoing development financial markets investment solutions portfolio diversification private wealth capital raising investor relations market access performance tracking investment analysis client engagement global offices volunteering initiatives career development diversity and inclusion b2b services fund-raising
Location
United States
Signals
KK
Kevin Kaufman
Advisory Board Member
Tillridge Global Agribusiness Partners
Focus areas
venture capital & private equity venture capital & private equity principals commodity storage venture capital & private equity portfolio management sector-focused team growth capital distribution & logistics other financial investment activities marketing services growth opportunities homestyle food crop nutrient blending malt manufacturing distribution b2b private equity food value chain frozen food manufacturing logistics sector expertise food industry sector experience sector-specific investments direct equity investments food processing agriculture sector animal nutrition crop handling investment partnerships sector verticals feed manufacturing management partnerships management partnership supply chain vertical sectors agribusiness animal feed value-added food agriculture food and agribusiness investment management agriculture supply chain food manufacturing investment specialty meat processing sector focus agribusiness investments finance manufacturing transportation & logistics marketing & advertising financial services food & beverages consumer goods consumers mechanical or industrial engineering
Location
Southlake, Texas, United States
Signals

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