2
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26y
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Investor
Jun 2021
ForwardLeap® invests in seed to series A companies that have reached major R&D milestones and are at the frontier of commercializing their innovations. Our unique approach to investing extensively uses data to improve the odds of success. We have offices in San Francisco and Chicago.
Experience · 6 entries
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Investments (2)
2022
Senior Platform Operations Manager
Apr 2022
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
2021
Investor
Jun 2021
ForwardLeap® invests in seed to series A companies that have reached major R&D milestones and are at the frontier of commercializing their innovations. Our unique approach to investing extensively uses data to improve the odds of success. We have offices in San Francisco and Chicago.
Diligence, Visiting Analyst
Mar 2021
VU Venture Partners is a multi-stage venture capital fund focusing on Consumer, Enterprise, FinTech, Frontier, Healthcare, and PropTech
2012
Head of Investor Services
Dec 2012
Cortland Capital Market Services LLC (“Cortland”) was acquired by Alter Domus in 2018.
Cortland officially completed its rebrand to Alter Domus on June 8, 2020. Together, Alter Domus administers over USD750 billion of assets on behalf of 80 percent of the largest private debt managers, real estate firms, and private equity houses globally.
2007
Group Manager
Jun 2007
We’re an asset manager focused on curating an intentionally select suite of active ETFs that we believe have the potential to produce compelling, risk-adjusted returns within a portfolio. The next great solution can come from anywhere, and we’re passionately obsessed with the thrill of the chase. So, we aim to push boundaries and blaze trails. Our pursuit of excellence knows no bounds.
Unconstrained by geography and uncompromising in our due diligence, we scour the globe to find boutique partners with bold solutions. The hidden gems you’re unlikely to find anywhere else. The masters of their craft. The true artisans. The innovative thinkers who are exceptional at what they do and leaders in their distinct areas of focus. There aren’t many of them. But we’re always looking, always learning, always improving.
We seek to analyze from every angle, driven by an intense curiosity to understand what challenges advisors and how we can help them. We’re perpetual ponderers, non-stop thinkers, and market fanatics. The advisors who work with us are too. And we don’t just want to earn their trust – we want to keep it. That means sourcing solutions in an effort to outperform peers, working together to navigate market and product complexity, and digging into research with those who share our fervor for details.
As a manager of managers for most of our products, our independence enables a level of objectivity that we believe few others share. Were only biased when it comes to quality, so we can make swift decisions about who we partner with and what we recommend.
We love what we do, and the magic of success is something we want to share with our clients – and their clients.
Ready to get active? Visit www.harborcapital.com.
View Harbor’s Social Media Guidelines: https://bit.ly/harborsmguidelines.
2956648
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