2
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2
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0
Mid stage
0
Late stage
7y
Years active
Portfolio
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Board Member
2024
fyn is a boutique financial consultancy providing fractional CFOs and senior specialists to help scaling businesses optimise, professionalise, fundraise and transact.
By prioritising and leveraging automation, AI and robust data, we make financial operations scalable, keep companies investor-ready, and support capital raises that drive growth and maximise shareholder value.
Our experienced finance professionals deliver bespoke growth solutions, precisely aligned with your business objectives. We can assist:
- Early-stage businesses
- Privately-owned SMEs
- Debt & equity funders
- Corporate finance advisors.
For more information visit our website or contact our experts by emailing richard@wearefyn.com.
Experience ยท 6 entries
All (6)
Investments (2)
Board (1)
2025
Chief Investment Officer
2025
Preparing for that next step in life isnt always easy. The road to financial stability can seem complicated, time consuming, and overwhelming.
Whether you are preparing for a milestone life event, retirement, the sale of a business, or simply looking to protect your financial future, Capstone Partners Financial and Insurance Services and our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.
At Capstone Partners Financial and Insurance Services, we work closely with you to understand your goals and to identify obstacles that may prevent you from reaching them. We then present you with manageable next steps and strategies so you can move past those obstacles and toward a more successful financial future.
Headquartered in Newport Beach, we have more than 100 financial professionals who provide customized financial solutions for thousands of clients across the Western United States. A particular area of focus for Capstone Partners is special needs planning. We help families develop life care plans, which can help make a difference in the quality of life for a loved one with special needs and all family members.
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MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
2024
Board Member
2024
fyn is a boutique financial consultancy providing fractional CFOs and senior specialists to help scaling businesses optimise, professionalise, fundraise and transact.
By prioritising and leveraging automation, AI and robust data, we make financial operations scalable, keep companies investor-ready, and support capital raises that drive growth and maximise shareholder value.
Our experienced finance professionals deliver bespoke growth solutions, precisely aligned with your business objectives. We can assist:
- Early-stage businesses
- Privately-owned SMEs
- Debt & equity funders
- Corporate finance advisors.
For more information visit our website or contact our experts by emailing richard@wearefyn.com.
2020
Senior Vice President of Investments, Chief Operating Officer
2020
Our specialization and expertise is the sourcing and diligence of alternative investment strategies across hedge funds, private equity, venture capital, real estate and direct deals. Our focus is to build portfolios that are less correlated to the broader markets, and our aim is to generate outperformance during periods of dislocation in order to produce excellent risk-adjusted returns for our clients with significantly less volatility. As part of the overall investment process, we will aim to incorporate the appropriate planning and structure to maximize after-tax returns.
2019
2015
M
Trader
2015
Moore Capital Management, LP, together with its affiliates, is a private investment management firm with offices in New York, London and Washington, D.C.
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