3
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Portfolio
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Board Member
Jan 2021
BM Technologies, Inc. (BMTX)—formerly known as BankMobile—is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account holders and provides disbursement services at over 700 college and university campuses (covering one out of every three students in the U.S.). BM Technologies, Inc., a wholly owned subsidiary of First Carolina Bank, Member FDIC and Equal Housing Lender.
Investor / Advisor
Jan 2021
This is a catchall company for the doers, the thinkers, and the innovators.
Investor / Advisor
Jul 2016
The Graduate Syndicate is led by Jeff Bussgang, Senior Lecturer at Harvard Business School (HBS) and co-founder and general partner, Flybridge Capital Partners. We invest in pre-seed and seed stage startups led by recent graduates of Harvard, primarily HBS. In recent years, entrepreneurship has grown tremendously on campus and many valuable companies have been created by recent graduates. Our goal is to bring investors, students, graduates, and friends of Harvard together to build successful, impactful and sustainable companies.
https://www.thegraduatesyndicate.com/
Experience · 5 entries
All (5)
Investments (3)
Board (1)
2021
Board Member
Jan 2021
BM Technologies, Inc. (BMTX)—formerly known as BankMobile—is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account holders and provides disbursement services at over 700 college and university campuses (covering one out of every three students in the U.S.). BM Technologies, Inc., a wholly owned subsidiary of First Carolina Bank, Member FDIC and Equal Housing Lender.
Investor / Advisor
Jan 2021
This is a catchall company for the doers, the thinkers, and the innovators.
2018
Sponsor / Principal
Jul 2018
Megalith Financial Acquisition Corp. is a publicly traded investment vehicle formed for the purpose of acquiring or merging with one or more businesses in the financial technology or financial services industries. The company raised approximately $170 million through an IPO in August 2018.
The Sponsor of MFAC is comprised of its board and management, which is a renowned group of investors and operators who have built and grown several multi-billion dollar companies. The Sponsor and Board includes Jay Sidhu, Chairman and CEO of Customers Bank and Bank Mobile and formerly Chairman and CEO of Sovereign Bank; Chad Hurley, Co Founder and former CEO of YouTube and early team member at PayPal; Raj Date, Managing Director of Fenway Summer Ventures and former Deputy Director of the Consumer Financial Protection Bureau; Eric Frank, CEO of Silver Lake backed Lightbox, LLC and former President at Thomson Reuters; Bhanu Choudhrie, a global private equity investor; and Kuldeep Malkani a former portfolio manager at Seneca Capital.
Day to day operations of MFAC are managed by the CEO and Director Sam Sidhu, who is the founder of Megalith Capital Management; the President, A.J. Dunklau, an operating executive formerly at AGDATA, LP; and Phil Watkins, a Principal and Investment Committee Member at Megalith Capital, who serves as CFO.
2016
Investor / Advisor
Jul 2016
The Graduate Syndicate is led by Jeff Bussgang, Senior Lecturer at Harvard Business School (HBS) and co-founder and general partner, Flybridge Capital Partners. We invest in pre-seed and seed stage startups led by recent graduates of Harvard, primarily HBS. In recent years, entrepreneurship has grown tremendously on campus and many valuable companies have been created by recent graduates. Our goal is to bring investors, students, graduates, and friends of Harvard together to build successful, impactful and sustainable companies.
https://www.thegraduatesyndicate.com/
2003
Buyside Securities Trader
Feb 2003
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families.
Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.
For more information on Fisher Investments, please visit www.fisherinvestments.com.
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Investment activity
2016–2021 · 3 investments
Recent (last 2 years)Earlier
