2
Total investments
0
Early stage
1
Mid stage
0
Late stage
6y
Years active
Portfolio
2 investments · sorted by recency
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Board Member
Nov 2021
We are a community of entrepreneurs, executives and team players within the Greater New York area who want to see natural products companies succeed and thrive.
We are here to support our network to make Naturally New York the natural choice for launching, growing and maintaining a successful and impactful health-focused business.
Visit https://www.naturallynewyork.org/ to learn how you can join our community today!
Advisor/Investor
Dec 2020
HOSPITALITY, FOOD SERVICE, TECHNOLOGY & INNOVATION
At Branded Hospitality (“Branded”), we are industry-leading subject matter experts dedicated to advancing the hospitality space through innovation, technology, and strategic investment. As an investment, advisory, and media platform, we sit at the intersection of hospitality, innovation, and capital.
With deep experience as hospitality owners and operators, Branded leverages its expertise and extensive industry network to provide unparalleled value to its partner companies. We empower high-growth businesses by offering capital, strategic guidance, and proven business insights.
Our Mission
We aim to deliver superior returns to our investors by partnering with management teams that share our values of innovation, integrity, and collaboration. We drive value by identifying synergies, expanding distribution channels, and scaling operations for sustainable growth.
Branded Hospitality Media
Hospitality Headline: A must-read newsletter delivering the latest industry trends, insights, and innovations. Subscribe at www.hospitalityheadline.com
The Hospitality Hangout: An award-winning podcast featuring top hospitality leaders and innovators. Listen at www.thehospitalityhangout.com
Join us as we shape the future of hospitality at the nexus of technology, innovation, and growth. Let’s build a brighter future together!
Securities offered through Finalis Securities LLC Member FINRA / SIPC. Branded Hospitality Solutions and Finalis Securities LLC are separate, unaffiliated entities.
Experience · 5 entries
All (5)
Investments (2)
Board (1)
2021
Board Member
Nov 2021
We are a community of entrepreneurs, executives and team players within the Greater New York area who want to see natural products companies succeed and thrive.
We are here to support our network to make Naturally New York the natural choice for launching, growing and maintaining a successful and impactful health-focused business.
Visit https://www.naturallynewyork.org/ to learn how you can join our community today!
2020
Advisor/Investor
Dec 2020
HOSPITALITY, FOOD SERVICE, TECHNOLOGY & INNOVATION
At Branded Hospitality (“Branded”), we are industry-leading subject matter experts dedicated to advancing the hospitality space through innovation, technology, and strategic investment. As an investment, advisory, and media platform, we sit at the intersection of hospitality, innovation, and capital.
With deep experience as hospitality owners and operators, Branded leverages its expertise and extensive industry network to provide unparalleled value to its partner companies. We empower high-growth businesses by offering capital, strategic guidance, and proven business insights.
Our Mission
We aim to deliver superior returns to our investors by partnering with management teams that share our values of innovation, integrity, and collaboration. We drive value by identifying synergies, expanding distribution channels, and scaling operations for sustainable growth.
Branded Hospitality Media
Hospitality Headline: A must-read newsletter delivering the latest industry trends, insights, and innovations. Subscribe at www.hospitalityheadline.com
The Hospitality Hangout: An award-winning podcast featuring top hospitality leaders and innovators. Listen at www.thehospitalityhangout.com
Join us as we shape the future of hospitality at the nexus of technology, innovation, and growth. Let’s build a brighter future together!
Securities offered through Finalis Securities LLC Member FINRA / SIPC. Branded Hospitality Solutions and Finalis Securities LLC are separate, unaffiliated entities.
2019
Partner and Wealth Advisor
Sep 2019
Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. And our unique partnership model is designed to foster professional collaboration to deliver the highest level of client excellence. As fiduciaries, we always put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.
Full legal disclosures: https://www.corient.com/privacy-policy
1999
CEO
Jan 1999
Hillview Capital Advisors serves as an independent investment advisor to individuals, foundations, endowments, pension plans, and other entities with substantial financial resources. As a steward of these clients’ assets, the firm offers a unique set of skills and resources designed to preserve and enhance its clients’ wealth. Hillview provides each of its clients with the full range of capabilities of a dedicated family office and the benefits of scale associated with joining one of the largest independent wealth management firms.
Objectivity is at the heart of Client-Centered Wealth Management and is the centerpiece of Hillview Capital’s approach to advising its clients. The firm has constructed its business and services around being an independent, trusted advisor by guiding its clients through each stage of the investment process, from the initial planning through final implementation. The company’s sole source of revenue is advisory fees received directly from its clients for its services. It takes strict measures to assure it has no financial interest in any aspect of an investment or strategy it recommends or implements. As such, clients of the firm can rest assured that recommendations are based solely on their merit and their appropriateness within the client’s overall strategy.
1988
C
CMS Companies
Principal
1988
