2
Total investments
1
Early stage
0
Mid stage
1
Late stage
12y
Years active
Portfolio
2 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Angel Investor
Sep 2024
West Coast Angel Network (WeCAN) is a purpose-driven network of Angel investors driving forward diversity representation on the cap table. We know inclusion and diversity matters, and yet diversity is still not represented equitably in most positions of influence (see our website for some sobering metrics). Applying an investor-led model, members work together to learn the investment process using hands-on experience while expanding our network of like-minded professionals. Through learning the ins and outs of the investment continuum, members are empowered to confidently move beyond the immediate network, applying the concepts weve learned to diversified financial arenas.
We strive to create an inclusive, supportive and fun learning environment. As a social venture, WeCANs leadership team takes no management fees or carry: like all members, were here to learn, have fun, expand our networks and return a profit on our investments.
Board Member
Jan 2014
Our Mission
Spark seeks to advance gender equality by engaging the next generation in accessible forms of philanthropy.
Our Strategy
Community Building: Through its unique participatory membership, Spark cultivates a community of young professionals who are actively engaged in global women’s issues.
Education: Spark educates its community on issues that impact women and girls through educational forums, volunteer opportunities, and international delegation trips.
Advocacy: Spark engages our community to support policy initiatives which benefit women and girls both locally and globally.
Grant-Making: Spark harnesses the philanthropic spirit of its community to raise money for and give capacity-building grants to grassroots women’s organizations that create positive social change in their communities.
Our Values
We envision a world where gender equality just exists. Where women lead solutions that impact them, gender norms are not the norm, and patriarchy is overturned. We envision a world where helping humanity is integral to the human experience. Where philanthropy isn’t seen as exceptional, but as a duty we have to each other and ourselves.
Experience · 5 entries
All (5)
Investments (2)
Board (1)
2024
Senior Vice President
Oct 2024
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently.
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.
Angel Investor
Sep 2024
West Coast Angel Network (WeCAN) is a purpose-driven network of Angel investors driving forward diversity representation on the cap table. We know inclusion and diversity matters, and yet diversity is still not represented equitably in most positions of influence (see our website for some sobering metrics). Applying an investor-led model, members work together to learn the investment process using hands-on experience while expanding our network of like-minded professionals. Through learning the ins and outs of the investment continuum, members are empowered to confidently move beyond the immediate network, applying the concepts weve learned to diversified financial arenas.
We strive to create an inclusive, supportive and fun learning environment. As a social venture, WeCANs leadership team takes no management fees or carry: like all members, were here to learn, have fun, expand our networks and return a profit on our investments.
2021
Director, Financial Services M&A
Jun 2021
Our unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper.
Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, boards, private equity and governments every step of the way – enabling you to shape your future with confidence. EY-Parthenon is a brand under which a number of EY member firms across the globe provide strategy consulting services. For more information, please visit ey.com/parthenon.
2015
Associate Director, FRIM-L
Oct 2015
First Republic is now part of JPMorgan Chase.
Our commitment to provide extraordinary client service has not changed. Our mission continues to be understanding your individual needs and responding with personalized solutions. Our service model is now backed by the strength and stability of JPMorgan Chase, an institution that has been a leader in financial services for more than 200 years.
Website: www.firstrepublic.com
See full social media terms and conditions at chase.com/socialterms.
2014
Board Member
Jan 2014
Our Mission
Spark seeks to advance gender equality by engaging the next generation in accessible forms of philanthropy.
Our Strategy
Community Building: Through its unique participatory membership, Spark cultivates a community of young professionals who are actively engaged in global women’s issues.
Education: Spark educates its community on issues that impact women and girls through educational forums, volunteer opportunities, and international delegation trips.
Advocacy: Spark engages our community to support policy initiatives which benefit women and girls both locally and globally.
Grant-Making: Spark harnesses the philanthropic spirit of its community to raise money for and give capacity-building grants to grassroots women’s organizations that create positive social change in their communities.
Our Values
We envision a world where gender equality just exists. Where women lead solutions that impact them, gender norms are not the norm, and patriarchy is overturned. We envision a world where helping humanity is integral to the human experience. Where philanthropy isn’t seen as exceptional, but as a duty we have to each other and ourselves.
