1
Total investments
1
Early stage
0
Mid stage
0
Late stage
10y
Years active
Portfolio
1 investments · sorted by recency
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Angel Investor
2016
Founded in 2016, Wharton Alumni Angels is an active angel investment group composed of University of Pennsylvania alumni and non-Penn alumni who have joined their angel community. Their members are entrepreneurs, senior business executives, and institutional investors with a global reach. Wharton Alumni Angels over 500 members in 23 countries have invested in more than 50 early-stage companies. Wharton Alumni Angels members seek to add value beyond the deal and actively provide mentoring and assistance to young companies. They are enthusiastic about entrepreneurs and passionate teams pursuing their dreams. Through a global membership and the Wharton alumni community, the organization has a deep network and close relationships with venture capital funds, other angel networks, and innovation ecosystems worldwide to cultivate the growth of start-ups. Wharton Alumni Angels participates most often in seed and Series A investments, and occasionally later-stage rounds and does not focus on specific verticals or industries.
Experience · 4 entries
All (4)
Investments (1)
2016
Angel Investor
2016
Founded in 2016, Wharton Alumni Angels is an active angel investment group composed of University of Pennsylvania alumni and non-Penn alumni who have joined their angel community. Their members are entrepreneurs, senior business executives, and institutional investors with a global reach. Wharton Alumni Angels over 500 members in 23 countries have invested in more than 50 early-stage companies. Wharton Alumni Angels members seek to add value beyond the deal and actively provide mentoring and assistance to young companies. They are enthusiastic about entrepreneurs and passionate teams pursuing their dreams. Through a global membership and the Wharton alumni community, the organization has a deep network and close relationships with venture capital funds, other angel networks, and innovation ecosystems worldwide to cultivate the growth of start-ups. Wharton Alumni Angels participates most often in seed and Series A investments, and occasionally later-stage rounds and does not focus on specific verticals or industries.
2013
Portfolio Manager/Research Analyst
Jun 2013
GAMCO Investors, Inc. (OTCQX: GAMI) is a pioneer in value equity and is recognized to have developed the Private Market Value with a Catalyst™ stock selection process. This time-tested investment approach has been utilized in client portfolios since our firm’s inception in 1977.
Today GAMCO provides solutions across value and growth equity asset classes, socially responsive, convertibles, industry sector-specific funds, merger arbitrage, and fixed income. The firm’s offerings include client-directed customized separate accounts, open and closed-end mutual funds, and SMAs.
GAMCO’s investment process is based upon bottom-up, fundamental investing and security selection is the primary source of alpha generation. Rigorous company and sector research, combined with long-term accumulated knowledge of sectors and companies over decades, created our information advantage. Our portfolios tend to realize high active share: we seek to uncover opportunities overlooked by most investors.
2008
Senior Analyst
May 2008
Axiom is a 100% employee-owned investment management firm based in Greenwich, CT with a 20+ year history of managing global, international, and emerging market equity portfolios. Axiom employs a single, firm-wide dynamic growth investment approach, with a culture of collaboration, consistency, and transparency.
1998
Associate Consultant
1998
Bain & Company is a global consultancy that helps the world’s most ambitious change makers define the future.
Across 65 cities in 40 countries, we work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition, and redefine industries. We complement our tailored, integrated expertise with a vibrant ecosystem of digital innovators to deliver better, faster, and more enduring outcomes. Our 10-year commitment to invest more than $1 billion in pro bono services brings our talent, expertise, and insight to organizations tackling today’s urgent challenges in education, racial equity, social justice, economic development, and the environment. We earned a platinum rating from EcoVadis, the leading platform for environmental, social, and ethical performance ratings for global supply chains, putting us in the top 1% of all companies. Since our founding in 1973, we have measured our success by the success of our clients.
