2
Total investments
1
Early stage
0
Mid stage
0
Late stage
7y
Years active
Portfolio
2 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
Aug 2021
Integrum is an investment firm focused on partnering with technology-enabled services companies.
Integrum was founded by a team of proven leaders with a vision to build a different type of investing platform benefiting from their diverse and complementary backgrounds and vast relationship network.
Board Member
May 2019
Grace, a Standard Industries company, is a leading global supplier of catalysts, engineered materials and fine chemicals. We provide innovative products, technologies and services that our customers use to manufacture everyday products like renewable fuels, pharmaceuticals, toothpaste, cosmetics, food packaging, beer, edible oils and more. Our thousands of employees help shape a better future at our global headquarters in Columbia, MD and locations worldwide.
Experience · 4 entries
All (4)
Investments (2)
Board (1)
2021
Investor
Aug 2021
Integrum is an investment firm focused on partnering with technology-enabled services companies.
Integrum was founded by a team of proven leaders with a vision to build a different type of investing platform benefiting from their diverse and complementary backgrounds and vast relationship network.
2019
Board Member
May 2019
Grace, a Standard Industries company, is a leading global supplier of catalysts, engineered materials and fine chemicals. We provide innovative products, technologies and services that our customers use to manufacture everyday products like renewable fuels, pharmaceuticals, toothpaste, cosmetics, food packaging, beer, edible oils and more. Our thousands of employees help shape a better future at our global headquarters in Columbia, MD and locations worldwide.
1999
Senior Managing Director
Feb 1999
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, South America, the Middle East and Asia. For more information, please visit www.evercore.com.
Investment Banking
- Corporate Advisory
- Restructuring Advisory
- Strategic Shareholder Advisory
- Capital Markets Advisory
- Evercore ISI
- Private Funds Group
- Private Capital Advisory
Investment Management
- Institutional Asset Management
• Evercore Casa de Bolsa
- Wealth Management
• Evercore Wealth Management
1994
Principal Buy-Side Investment Analyst
Sep 1994
Bernstein is widely recognized as Wall Streets premier sell-side research and brokerage firm, with a global equity trading platform that spans the U.S., Europe, and Asia. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999. Our research and trading capabilities are sought out by leading investment managers around the world, and we are annually ranked at the top of our industry by acknowledged arbiters. In independent surveys of major institutional clients, Bernsteins research is ranked #1 for overall quality, industry knowledge, most trusted, best detailed financial analysis, major company studies, most useful valuation frameworks and best original research. In Institutional Investor’s latest annual client survey, the leading survey by which research analysts in our industry are evaluated, over 90% of our U.S. analysts and the majority of our European Analysts were recognized as among the best in their respective fields – more than any other firm in our industry. We began operations in Hong Kong in 2010, and now cover a range of sectors across Asia. Our European research team is also home to Extels #1-ranked analyst across Europe.
In April 2019 we acquired Autonomous Research, a highly regarded global financial services independent research firm. The combination of Bernstein and Autonomous solidifies our standing as the largest global independent research firm.
Research has always been Bernsteins calling card. The brand is defined by our renowned Blackbooks, known for their unbiased, in-depth company and industry forecasts. We have a community of Research Analysts who are acknowledged thought leaders that typically have many years of experience in the industries they cover. Our reputation is for the very highest caliber of independent and disciplined investment and industry analysis. We are a wholly-owned subsidiary of our buy-side parent, AB.
