3
Total investments
1
Early stage
0
Mid stage
1
Late stage
8y
Years active
Portfolio
3 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
2022
Builders Vision is an impact platform dedicated to supporting people and organizations building a more humane and healthy planet through philanthropy, investment, and advocacy.
Angel Investor
2021
World-class operators investing in products we love. FOG Ventures was created to invest and support innovative founders that are helping create toolbox 2.0 for the modern day operator. We’re backed by the worlds top Operators (CEOs, COOs, CFOs… ) at tech’s most prominent startups. We do not just invest in what we believe in — as active operators, we’re investing in products we actually love and use. Get one check from 1,500+ of the best company builders in the world. Validation | Talent | Overnight Brand Awarness | Customers
Investor
Aug 2018
ICONIQ is a global investment firm catalyzing opportunity through extraordinary community. We partner with visionaries transforming industries, manage our client’s lives and legacies, seek to deliver exceptional investment portfolios, build where technology disruption creates uncommon outcomes, and champion collaborative philanthropy for outsized impact. Together, our goal is to harness the differentiated capital and strategic strength of the ICONIQ community to turn bold ideas into world-changing realities.
Disclaimer: https://bit.ly/3H4dQj0
Experience · 5 entries
All (5)
Investments (3)
2022
Investor
2022
Builders Vision is an impact platform dedicated to supporting people and organizations building a more humane and healthy planet through philanthropy, investment, and advocacy.
2021
Angel Investor
2021
World-class operators investing in products we love. FOG Ventures was created to invest and support innovative founders that are helping create toolbox 2.0 for the modern day operator. We’re backed by the worlds top Operators (CEOs, COOs, CFOs… ) at tech’s most prominent startups. We do not just invest in what we believe in — as active operators, we’re investing in products we actually love and use. Get one check from 1,500+ of the best company builders in the world. Validation | Talent | Overnight Brand Awarness | Customers
2018
Investor
Aug 2018
ICONIQ is a global investment firm catalyzing opportunity through extraordinary community. We partner with visionaries transforming industries, manage our client’s lives and legacies, seek to deliver exceptional investment portfolios, build where technology disruption creates uncommon outcomes, and champion collaborative philanthropy for outsized impact. Together, our goal is to harness the differentiated capital and strategic strength of the ICONIQ community to turn bold ideas into world-changing realities.
Disclaimer: https://bit.ly/3H4dQj0
2017
Investment Banking Associate
2017
Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 60 offices across the U.S. and in London, Aberdeen, Zurich, Munich, Abu Dhabi and Hong Kong. We offer a full suite of products to serve our clients’ business life cycle needs, geographic reach in an increasingly global market, and deep expertise in our core sectors. Learn more at PiperSandler.com.
Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Securities brokerage and investment banking services are offered in the U.S. through Piper Sandler & Co., member SIPC and NYSE; in the U.K. through Piper Sandler Ltd., authorized and regulated by the U.K. Financial Conduct Authority; in the EU through Aviditi Capital Advisors Europe GmbH, a tied agent of AHP Capital Management GmbH, authorized and regulated by BaFin; in the Abu Dhabi Global Market through Piper Sandler MENA Ltd., authorized and regulated by the ADGM Financial Services Regulatory Authority; and in Hong Kong through Piper Sandler Hong Kong Ltd., authorized and regulated by the Securities and Futures Commission. Alternative asset management and fixed income advisory services are offered through separately registered advisory affiliates.
2013
Equity Research Intern
2013
Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments.
INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals.
DYNAMIC INVESTMENT STRATEGIES: We don’t just rebalance you, we seize market opportunities.
ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior.
PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry’s leading institutional research providers, used by prominent financial institutions in the world.
EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management.
https://www.evergreengavekal.com/about
Investment activity
2018–2022 · 3 investments
Recent (last 2 years)Earlier
