ABOUT US

DEEP EXPERIENCE

Our Managing Directors have worked in the tech industry for over 30 years, been employees of startups that have gone public and have guided 100’s of tech professionals career and investment decisions.

DUTY BOUND

We are independent, fee-only, fiduciaries 100% of the time obligated to place our client’s best interest above all else.

CREDENTIALED

Portfolio’s managed by holders of CFA®, CAIA® and CIPM® financial designations.

* The CFA® designation is widely considered to be the gold standard in the field of investment analysis and one of the most respected in finance.

Vincent Schott

• BSEE, NYU Polytechnic University

• Worked with over 45 VC backed startups that achieved liquidity events through IPO or acquisition

• Served the financial needs of tech executives for over a decade

• Provided specialized career advice to tech professionals for over two decades

Dan O’Donnell  CFA®, CAIA®, CIPM®

• BSEE, Lehigh University

• Served the financial needs of tech executives for over a decade

• Chartered Financial Analyst

• Chartered Alternative Investment Analyst

• Certificate in Investment Performance Measurement

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