Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based Manager operating in the Finance space. If you think a Manager is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Ryan Choi
Manager of Y Combinator
Ryan Choi is the Product Manager at Y Combinator. He is a graduate of Computer Science at UC Berkeley and a master in entrepreneurship at MIT School of Management.
Follow Ryan Choi:
About Y Combinator: Y Combinator is a startup accelerator that invests in a wide range of startups twice a year.
_______
Adele Gower
Operations Manager of Y Combinator
Adele Gower is an operations manager at Y Combinator.
Follow Adele Gower:
About Y Combinator: Y Combinator is a startup accelerator that invests in a wide range of startups twice a year.
Ryan Johnson
Sr. Account Manager, Investor Services Team of Carta
Follow Ryan Johnson:
About Carta: Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Sajad Ghanizada
Senior Demand Generation Manager of Carta
FinTech and Blockchain
Follow Sajad Ghanizada:
About Atrium LTS, Carta: Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Alex Legault
Group Product Manager of Carta
Follow Alex Legault:
About Carta: Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Clay Allsopp
Engineering Manager of Plaid
Clay Allsopp is the Engineering Manager of Plaid.
Follow Clay Allsopp:
About Plaid: Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.
Liana Dumitru
Design Manager of Plaid
Follow Liana Dumitru:
About Plaid: Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.
Philippe Laffont
Founder & Portfolio Manager of Coatue
Philippe Laffont is the founder and portfolio manager of Coatue Management. Mr. Laffont graduated from the Massachusetts Institute of Technology in 1991 with a B.S. and M.Sc. in Computer Science. He worked as an analyst in management consulting for McKinsey & Co. from 1992 to 1994 in Madrid, Spain. After working as an independent consultant for several years, Mr. Laffont joined Tiger Management LLC as a research analyst in 1996. He focused on telecommunications stocks while at Tiger until he left to found Coatue in 1999.
Follow Philippe Laffont:
About Coatue: Coatue invests in public and private equity markets focusing on the technology, media, and telecommunications industries.
Brian Grassadonia
Executive VP & General Manager of Cash App of Square
Follow Brian Grassadonia:
About Square: Block is a merchant services aggregator and mobile payment company that aims to simplify commerce through technology.
David Rusenko
General Manager of E-Commerce of Square
David Rusenko is the general manager of e-commerce at Square. He was the founder and CEO of Weebly.
Follow David Rusenko:
About Square: Block is a merchant services aggregator and mobile payment company that aims to simplify commerce through technology.
Saumil Mehta
General Manager – Square Point of Sale, Customers of Square
Follow Saumil Mehta:
About Square: Block is a merchant services aggregator and mobile payment company that aims to simplify commerce through technology.
Alyssa Henry
EVP & General Manager Seller Business Unit, EVP Infrastructure & InfoSec of Square
Follow Alyssa Henry:
About Confluent, Intel, Square, Unity Technologies: Block is a merchant services aggregator and mobile payment company that aims to simplify commerce through technology.
Travis Raila
Lead Product Manager of Square
Follow Travis Raila:
About Square: Block is a merchant services aggregator and mobile payment company that aims to simplify commerce through technology.
Salvatore Testa
Engineering Manager of Square
Follow Salvatore Testa:
About Persona, Square: Block is a merchant services aggregator and mobile payment company that aims to simplify commerce through technology.
Jason Sperling
Product Manager of Square
Follow Jason Sperling:
About People Speak, Square: Block is a merchant services aggregator and mobile payment company that aims to simplify commerce through technology.
Rachel Coffman
Operations Manager of Susa Ventures
Follow Rachel Coffman:
About Susa Ventures: Susa Ventures is an early-stage venture capital firm investing primarily in seed rounds.
Joshua Torrey
IT Manager of SOSV
As IT Manager at SOSV, Josh is responsible for managing, implementing, and providing troubleshooting and support for SOSV’s internal IT processes and systems. This includes administration of internal email and CRM applications, development and maintenance of SOSV and accelerator program websites, and working closely with the IT team on constant system improvement and risk management. Josh graduated from Connecticut College with a degree in Philosophy, and has a certification in Information Storage and Management from EMC. Josh previously worked as a technical support engineer for Dell/EMC. Josh lives in Cape Cod.
Follow Joshua Torrey:
About SOSV: SOSV is a global VC firm with $1B AUM and 1,000+ investments, that operates HAX, IndieBio, Chinaccelerator, MOX, and dlab.
Kayla Liederbach
Marketing Manager of SOSV
Kayla is helping manage SOSV’s presence on social media and the web. In 2011 she graduated from the University of Wisconsin-Madison with a B.S. in Life Sciences Communication, and stayed in town to run communications at a local music startup. She’s a big fan of knowing what goes on behind the scenes, in all aspects of life, and feels passionately about conveying scientific news to the public. In her spare time, Kayla is a radio host on 91.7fm WSUM-Madison, specifically playing reggae tunes. She was awarded “DJ of the Year” at the 2013 and 2015 Madison Area Music Awards.
Follow Kayla Liederbach:
About SOSV: SOSV is a global VC firm with $1B AUM and 1,000+ investments, that operates HAX, IndieBio, Chinaccelerator, MOX, and dlab.
Hector GHF
Engineering Brand Marketing Manager of Goldman Sachs
Hector GHF is a Mexico City-born, London-based creative technologist working in the realms of marketing and design. He brings over 10 years of experience from the technology sector, designing experiential learning and marketing campaigns during his time at Google prior to joining Goldman Sachs Engineering. During his career, he has facilitated design-led innovation workshops for Silicon Valley startups, Forbes 500 companies and international organisations. Having worked in Mexico City, Buenos Aires, San Francisco, New York and now London, Hector has a global perspective and is a champion of accessibility, diversity and inclusion. In his spare time, he provides mentoring to tech startups from around the world. He enjoys art. He loves tacos. New York, New York, United States
Follow Hector GHF:
About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Rachel Shapiro
Operations Manager of 14W
Follow Rachel Shapiro:
About 14W: 14W is a venture capital firm specializing in consumer internet, marketplace, ecommerce, CPG, and media.
Rachael Schwartz
General Manager of JAB Holding Company
When it comes to strategy-driven innovation, Rachael Schwartz is in her element. For nearly two decades, Rachael has artfully navigated innovation for companies in the consumer products, food and beverage, and financial services industries. Today, Rachael is leading the development of Keurig Connect, Keurig’s Internet of Things (IoT) platform at Keurig Green Mountain (Keurig), the $4.5 billion dollar personal beverage system company responsible for changing the very way North Americans drink coffee with its leading Keurig® single-serve brewing system and a portfolio of 80+ powerhouse specialty beverage brands like the company’s own Green Mountain Coffee, Donut House, and Laughing Man, as well as partner brands like Starbucks, Swiss Miss, and Lipton, among others. Day-to-day, Rachael has one mission: drive strategy and flawless execution of Keurig Connect through better understanding consumers wants and needs in order to provide them with improved, smarter, and more personalized beverage experiences. She is also charged with leading the back end capability development for Keurig to better leverage the big data and digital marketing capabilities enabled by Keurig Connect.
Follow Rachael Schwartz:
About GE Appliances, JAB Holding Company, StartFast Ventures: JAB Holding Company is a privately held group focuses on long term investments in companies with premium brands.
Kimmy Brock
Corporate Paralegal / EBP Team Manager of GV
Follow Kimmy Brock:
About GV: GV provides venture capital funding to bold new companies.
Natalie Chen
Finance & Investor Relations Manager of NFX
Natalie works on the Finance Team at NFX where she helps manage investments and investor relations. Natalie grew up in LA before moving to Taipei at the age of twelve, where she spent five years at an international school before attending college at Purdue University. Prior to NFX, Natalie has worked as an Event Coordinator, Operations Specialist, and PR/Guest Relations Director in Taipei and Shanghai where she utilized her bilingual language skills in Mandarin and English.
Follow Natalie Chen:
About NFX: NFX operates as a pre-seed and seed stage VC that is transforming how true innovators are funded.
Kayla Seaman
Office Manager of Blackstone Group
Kayla Seaman provides administrative support for Michael Steinmetz and Nick Galakatos. Prior to Clarus, Kayla was with Carlson GMAC Real Estate. Kayla holds a BA from the University of New Hampshire.
Follow Kayla Seaman:
About Blackstone Group, The Blackstone Group Inc: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Luis Abasta
Finance Manager of Rembrandt Venture Partners
Follow Luis Abasta:
About Rembrandt Venture Partners: Rembrandt Venture Partners is a team of entrepreneurs, company builders, and investors.
Amit Jhawar
General Manager of Venmo
Amit Jhawar is COO at Braintree.
Follow Amit Jhawar:
About Venmo: Venmo offers an app that allows users to share and make payments with friends for a variety of services.
Glen Buzzetti
Sales Manager of New Enterprise Associates
Glen Buzzetti is an Real estate investor who lives in the NYC trip state area, The hobbies of Glen Buzzetti include fitness, travel, dining, positive motivation and giving to charities such as the make a wish Foundation..When acting as a buyer’s broker with a finalized agreement , they support buyers by assisting them buy property for the lowest achievable price under the best terms. The real property broker owes fiduciary responsibilities to whoever that broker solutions as a client.
Follow Glen Buzzetti:
About Compline LLC, Glen Buzzetti Inc Life Insurance, New Enterprise Associates, Title Transfer Holding LLC, Title Transfer Holding LLC: New Enterprise Associates is a global venture capital firm investing in technology and healthcare.
Amit Mishra
Engineering Manager of Credit Karma
Follow Amit Mishra:
About Credit Karma: Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.
Poulomi Damany
General Manager, Credit Karma Money & Tax of Credit Karma
Follow Poulomi Damany:
About Credit Karma: Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.
Ruben Leavitt
Manager – Supply Management – Marketing & Associate Travel Programs of TD Ameritrade
Ruben was born and raised in New York, NY, and received a BA from Colgate University with concentrations in English and Political Science. Before entering the workforce, he took two years to get his Master’s degree in Political Theory from the University of Oxford. After graduating, Ruben worked for five years at FROSCH, a boutique full-service travel agency, where he started as an Associate Account Manager in the corporate travel division, but quickly worked his way up the ranks to eventually oversee its Corporate Account Management department. Ruben then moved from the agency side to the buyer side of the business. For the past year, he has worked at TD Ameritrade administering the T&E program and managing the company’s relationships with travel and credit card vendors.
Follow Ruben Leavitt:
About TD Ameritrade: TD Ameritrade is a finance company in online stock trading.
Frank Roppelt
Senior Manager, Security Policy and Vendor Risk of TD Ameritrade
Follow Frank Roppelt:
About TD Ameritrade: TD Ameritrade is a finance company in online stock trading.
Jill Richardson
Senior Marketing Manager of Sapphire
Jill Richardson currently works as the Senior Marketing Manager for Sapphire Ventures. She previously worked at Truvalue Labs as the Senior Marketing Manager.
Follow Jill Richardson:
About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Julia Harmon
Project Manager of Qualcomm Ventures
Julia is a Senior Marketing Communications Coordinator with Qualcomm Ventures. She has been with Qualcomm for over 4 years, supporting marketing activities. Prior to her current role, she supported product marketing for Qualcomm’s augmented reality project, Vuforia. Julia holds a BA in Communication from the University of Maryland, College Park.
Follow Julia Harmon:
About Qualcomm Ventures: Qualcomm Ventures is the investment arm of Qualcomm Incorporated. Founded in 2000, the fund has over 150 active portfolio companies.
Julia Harmon
Project Manager of Qualcomm Ventures
Julia is a Senior Marketing Communications Coordinator with Qualcomm Ventures. She has been with Qualcomm for over 4 years, supporting marketing activities. Prior to her current role, she supported product marketing for Qualcomm’s augmented reality project, Vuforia. Julia holds a BA in Communication from the University of Maryland, College Park.
Follow Julia Harmon:
About Qualcomm Ventures: Qualcomm Ventures is the investment arm of Qualcomm Incorporated. Founded in 2000, the fund has over 150 active portfolio companies.
Matthew Curtis
Portfolio Manager of Summit Partners
Matt joined Summit Partners in 2015 and is an Associate Portfolio Manager for Summit Public Equity, focusing primarily on the TMT sector. Prior to joining Summit, he was a Senior Equity Analyst at Summit Public Equity’s predecessor firm, Alydar Capital. Matt holds an AB from Harvard University and is a CFA Charterholder.
Follow Matthew Curtis:
About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Michael Cardito
Managing Director and Co-Portfolio Manager, Oaktree’s GFI Energy Group of Oaktree Capital Management
Mr. Cardito is a managing director and co-portfolio manager of Oaktree’s GFI Energy Group, which executes the Power Opportunities investment strategy. He is responsible for the overall management of the group and its investing activities, including setting investment strategy, sourcing and executing investment opportunities and board oversight of the group’s portfolio companies. He currently serves on the board of Shermco Industries, Solomon Corporation and MaxGen Energy Services, and has previously served on the boards of U.S. Silica Company, Coveright Services, Lund International, Chem-Dry Holdings and Neptco, Inc. Mr. Cardito has spent most of his career as a control private equity investor focused on energy, process-related and niche industrial sectors. Prior to joining Oaktree in 2011, he was a Principal with Harvest Partners, LP, a New York-based private equity firm. Mr. Cardito received a B.A. degree in economics from Colgate University and an M.B.A. from Harvard Business School
Follow Michael Cardito:
About Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Ian Schapiro
Managing Director & Portfolio Manager of Oaktree Capital Management
Ian Schapiro is a managing director and the portfolio manager for Oaktree’s GFI Energy Group, which executes the Power Opportunities investment strategy. Additionally, he leads and is a co-portfolio manager of the firm’s Infrastructure Investing strategy following Oaktree’s acquisition of the Highstar Capital team. Ian Schapiro co-founded GFI Energy Ventures, the predecessor to the GFI Energy Group, which became part of Oaktree in 2009. He presently serves on the boards of Remedial Construction Services (RECON) and Infrastructure & Energy Alternatives LLC. Ian Schapiro previously served on the boards of directors of Solomon Holdings Corp.; Osmose Holdings, Inc.; Integrated Pipeline Services; Elgin National Industries, Inc.; NORESCO; Trans-Elect, Inc.; Smart Systems International, Inc.; LPPI Holdings LLC; UtiliQuest, LLC; Trace Technology; Xantrex Technology Inc.; InfraSource Inc.; Elgar Holdings, Inc. and Cherokee International Corporation. Prior to founding GFI Energy Ventures in 1995, Ian Schapiro was a Partner of utility consulting firm Venture Associates and of Arthur Anderson & Co. following that firm’s acquisition of Venture Associates. Previously, Ian Schapiro was the Chief Financial Officer of a technology company and a commercial banker focused on the energy sector. Ian Schapiro received a Bachelor of Commerce degree from the University of Witwatersrand in South Africa and an M.B.A. from the University of Southern California.
Follow Ian Schapiro:
About Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Jason Lee
Managing Director and Co-Portfolio Manager, Oaktree’s GFI Energy Group of Oaktree Capital Management
Mr. Lee is a managing director and co-portfolio manager in Oaktree’s GFI Energy Group and is responsible for the overall management of the Power Opportunities investment strategy and operations of the group. Mr. Lee has worked with the GFI Energy Group since 2007, which was acquired by Oaktree in 2009. He serves on several boards including Array Technologies and The Kirlin Group. Among other areas, he focuses in the energy efficiency, engineering and construction, renewable energy, software and infrastructure security sectors. Prior to GFI Energy, Mr. Lee worked for a number of years as an executive in the operational management of several companies, some of which he co-founded, and has advised a number of companies and government organizations in the areas of entrepreneurial strategy, investments and finance. He began his career at J.P. Morgan’s technology, media and telecom investment banking practice. Mr. Lee received his B.S. degree from the University of California, Berkeley and an M.B.A. from the UCLA Anderson School of Management where he currently serves as a member of the finance faculty and teaches courses on private equity and corporate finance.
Follow Jason Lee:
About Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Jessica Banish
Sr. Commodity Manager, Travel, Fleet & Living of General Electric
Follow Jessica Banish:
About General Electric, Three Keys Distillery: General Electric offers infrastructure and financial services worldwide.
Dan Chaplin
Senior Business Development Manager of General Electric
Follow Dan Chaplin:
About General Electric: General Electric offers infrastructure and financial services worldwide.
Marco Aimi
Microsystems Technology Manager of General Electric
Marco Aimi is the Technology Manager for Microsystems at GE Global Research. He joined GE in 2005 as a Materials Scientist researching new fabrication processes for MEMS devices. Over his time at GE Global Research he expended his role to include the mechanical and electrical design of both the MEMS transducer and the overall Microsystem. Marco has led several programs at GRC including the multi-year effort to build and productize high power RF MEMS switches along with the transition of a MEMS sensor production process into GE Global Research.
Follow Marco Aimi:
About General Electric: General Electric offers infrastructure and financial services worldwide.
Marco Aimi
Microsystems Technology Manager of General Electric
Marco Aimi is the Technology Manager for Microsystems at GE Global Research. He joined GE in 2005 as a Materials Scientist researching new fabrication processes for MEMS devices. Over his time at GE Global Research he expended his role to include the mechanical and electrical design of both the MEMS transducer and the overall Microsystem. Marco has led several programs at GRC including the multi-year effort to build and productize high power RF MEMS switches along with the transition of a MEMS sensor production process into GE Global Research.
Follow Marco Aimi:
About General Electric: General Electric offers infrastructure and financial services worldwide.
Mark Regal
Sr. Manager of Hardware and Tech of Indiegogo
Mark has worked in the crowdfunding and pre-order space for the last 5 years. He ran his own crowdfunding campaign for the Desktop Jellyfish Tank in 2011 and 2015 raising over a million dollars collectively. He worked closely on top pre-order products during his time at Celery (pre-order commerce platform) including the Avogy Zolt, AltWork Station, Transformaire and Spinn Coffee — helping them hit their multi-million dollar goals. Mark joined Indiegogo in 2016 to advise even more hardware companies on their product launches and prove traction with pre-orders.
Follow Mark Regal:
About Indiegogo: Indiegogo is a crowdfunding platform empowering people around the world to fund projects that matter to them.
Anthony Sinatra
Vice President, Global Program Lead and Senior Technology Program Manager of Morgan Stanley
Anthony Sinatra is currently the Global Program Lead for Surveillance Analytics Technology at Morgan Stanley which has key focus on bringing Big Data and Advanced Analytics to the trade surveillance space. Previously, he served as the Lead Delivery Manager for the AML Transaction Monitoring program. He has over 15 years of experience in Financial Services technology and over 10 years of experience in Compliance.
Follow Anthony Sinatra:
About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Glenn Dinetz
Sr. Program / Project Manager of Morgan Stanley
Follow Glenn Dinetz:
About Morgan Stanley, Rutgers University: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Katy Zhao
TitleSenior Vice President | Senior Portfolio Manager | International Client Advisor of Morgan Stanley
Follow Katy Zhao:
About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Alex Pancoe
Associate Vice President, Financial Advisor, Portfolio Manager of Morgan Stanley
Follow Alex Pancoe:
About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Liz Ridge
Manager Of HR & Learning and Development of Finix Payments
SPHR certified HR lady with a passion for scaling businesses, making people laugh, & cardigans. Love me some cardigans.
Follow Liz Ridge:
About Finix Payments: Finix Payments is a fintech company that develops a payment processing platform for businesses.
Mayuri Lakhani
Software Development Manager of Susquehanna International Group (SIG)
Follow Mayuri Lakhani:
About Susquehanna International Group (SIG): SIG is a global quantitative trading firm committing its own capital to trade financial products around the world.
Phillip Gross
Co-Founder, Managing Director & Portfolio Manager of Adage Capital Management
Follow Phillip Gross:
About Adage Capital Management, Strategic Grant Partners: Adage Capital Management focuses on managing S&P 500 assets predominantly for endowments and foundations.
Gunther Bright
Executive Vice President and General Manager, U.S. Large Market and Global Client Group of American Express
Follow Gunther Bright:
About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Travis Tran
Senior Manager, Global Strategy & Capabilities of American Express
Follow Travis Tran:
About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Hekla Helgadottir
Technical Project Manager of American Express
Hekla Helgadottir joined American Express as a Technology Summer Intern in 2016, taking on the role of Java developer and adding features to internal tools. She graduated with a degree in Computer Science with a minor in Management from University College London in 2017 and joined American Express through the Technology Graduate scheme, serving as a UX designer, project manager, and engineer working on internal tools and supporting the American Express Travel and Lifestyle Services business. Recently Hekla took on a full-time employee role in American Express’ Burgess Hill office. Her daily tasks involve helping her technology team perform at their best, removing impediments and coaching team members, and ensuring agile principles are followed. Outside of her daily tasks, Hekla takes part in various activities, such as setting up a programming workshop, called Hive, for children. She also is a committee member for the Women in Technology employee network at American Express. She also sits on the board of directors for CoderDojo London, a non-profit organisation specialising in providing free coding workshops for children from all backgrounds, free of charge.
Follow Hekla Helgadottir:
About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Sarah Recinos
Office Manager and Executive Assistant of Sierra Ventures
Sarah joined Sierra Ventures in 2004 and is responsible for the day to day office operations of the firm. She partners with HR as the benefits and payroll manager and oversees accounts payable and the Front Office Coordinator. Sarah also provides executive support for one of Sierra Ventures’ Managing Directors and the Operating Partner. Sarah has a background as an Administrative Assistant and Receptionist at Linden Research (the producer of Second Life) where she provided support to the marketing and finance departments. Sarah holds a BS in Biology from Stephens College and a Certificate of Human Resource Management from Keller Graduate School. In her personal time, Sarah travels with friends & family.
Follow Sarah Recinos:
About Sierra Ventures: Sierra Ventures is an early-stage venture firm investing globally with a focus on next generation enterprise and emerging technologies.
Andy Lowe
Automation and Orchestration Manager of Allstate
Follow Andy Lowe:
About Allstate: Allstate offers a protection product through multiple brands & diverse distribution channels, including auto, home, life & other insurance.
Mason Windatt
Accounting Manager of 137 Ventures
Mason Windatt currently works as the Accounting Manager for 137 Ventures. He previously worked at Standish Management, LLC as the Fund Controller.
Follow Mason Windatt:
About 137 Ventures: 137 Ventures is a growth stage venture fund with an innovative secondary investment structure.
Pooja Bansal
AVP of Service Manager of Barclays
Pooja Bansal is an assistant vice president of the service manager at Barclay.
Follow Pooja Bansal:
About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
Zean Moore
Information Systems Security & IT Operations Manager of TrustToken
Information Technology Specialist & Digital Media Producer
Follow Zean Moore:
About Streaming DJs, TrustToken: TrustToken is a platform to create asset-backed tokens that can be used for buying and selling around the world.
Jeff Schottenstein
Senior Managing Director and Wealth Manager, First Republic Investment Management of First Republic Bank
Jeff Schottenstein is a Senior Managing Director and Wealth Manager with First Republic Bank in San Francisco. Prior to joining First Republic Bank in 2018, he served as a Managing Director with Merrill Lynch for over 15 years. Mr. Schottenstein began his career in the private wealth management industry with Montgomery Securities and later with Thomas Weisel Partners, both as a Principal. He has been named as one of the nation’s top 15 financial advisors by Barron’s. Mr. Schottenstein graduated from the University of Wisconsin–Madison with a BS in English and the Kellogg School of Management at Northwestern University with an MBA in Finance. Mr. Schottenstein is a member of the Stanford Cancer Council, the Dana Farber Presidential Visiting Committee for Gastrointestinal Oncology and a board member of the Gastric Cancer Foundation. As an advocate for cancer research, Mr. Schottenstein has helped develop multiple initiatives. His work includes co-sponsoring the first Stand Up to Cancer gastric cancer research team focused on early interception and partnering with Stanford University to co-sponsor a novel combination immunotherapy clinical trial for gastric cancer patients. In 2018, Mr. Schottenstein received the Ellis Island Medal of Honor for his support of gastric cancer and patient advocacy.
Follow Jeff Schottenstein:
About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Angela Raitzin
Managing Director and Wealth Manager of First Republic Bank
Follow Angela Raitzin:
About Association for Corporate Growth, Cox School of Business, First Republic Bank, Golden Seeds: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Lindsay Ziegler
Compliance Manager of 5AM Ventures
Lindsay Ziegler joined 5AM Ventures as a Compliance Manager in 2020. Previously, she was a Senior Compliance Associate at ICONIQ Capital, LLC. Prior to ICONIQ, she was a Compliance Associate at Passport Capital and prior to Passport Capital, a Compliance Associate at Cordium, a compliance consulting firm. She received a B.S. in International Business from the University of San Francisco. Ms. Ziegler is based in the San Francisco, CA office.
Follow Lindsay Ziegler:
About 5AM Ventures: 5AM Ventures is a venture capital firm that aims to finance seed and early-stage life sciences companies.
James Ramey
Principal, Managing Director, Co-Founder & Fund Manager of Middleland Capital
James has been a VTC Innovation Fund member since inception. James’ responsibilities include deal sourcing, due diligence, deal and closing document review and negotiation, portfolio monitoring, and other day to day operations. Before joining the VTC Innovation Fund and Middleland Capital, James was a Vice President at Tyton Partners, a leading M&A advisory firm in the education and ed-tech sectors. Notably, while at Tyton, James led the deal team in the sale of WebAssign, a provider of digital learning solutions in higher education to Cengage Learning, an education and technology Company. Prior to Tyton Partners, James was a Senior Associate at Invest Nebraska Corporation, a sector-agnostic venture capital & development firm specializing in equity and debt financings within the lower middle-market. While at Invest Nebraska Corporation, James actively led and/or supported a significant number of transactions through sourcing, financial analysis, valuation, due diligence, deal structuring & negotiation, closing, and monitoring. Prior to Invest Nebraska Corporation, James was an Associate Attorney at Knudsen, Berkheimer, Richardson & Endacott, LLP where he practiced in a wide range of legal fields including transactional law, bankruptcy, estate planning, creditor rights, landlord/tenant, real estate, corporate law and civil litigation.
Follow James Ramey:
About Middleland Capital: Middleland Capital is a private investment firm focused on global early-stage technology opportunities.
Guntur Mallarangeng
Operations Manager of Convergence Ventures
Guntur joined Convergence Ventures with a background in management consulting, business development, and entrepreneurship. Before joining Convergence Ventures, he was the Head of Business Development at Jualo.com, a Series-A c2c marketplace for second-hand goods and services. Previously he co-founded a retail fast-serve restaurant chain called Chicago Fried Chicken, which has grown to more than 180 locations around JaBoDeTaBek. He started his career as a consultant at the global management consulting firm, A.T. Kearney. Guntur graduated with Honors from the University of San Francisco, obtaining a B.A. in Political Science, and then continued his studies at the Northwestern University Kellogg School of Management, where he graduated and obtained an MSc in Management Studies. Guntur is an avid home-cook, and is currently on the lookout for the perfect home-made tori-paitan ramen recipe. He is also a certified advanced diver, and training for his first-ever full marathon.
Follow Guntur Mallarangeng:
About Convergence Ventures: Early stage venture capital fund focused on technology companies in Indonesia.
Pravin Vazirani
Co-Portfolio Manager of Owl Rock Capital
Pravin Vazirani is the Board Member at Carbonite.Pravin Vazirani joined Menlo Ventures in 2001. He began his career at the Jet Propulsion Laboratory where he designed digital receivers for satellite communications. Later he worked as an engineer for Pacific Communication Sciences, Inc. and as a product manager for ADC Telecommunications in their Wireless Systems Group. He is also involved with the firm’s investments in Centrality Communications, newScale and Q1 Labs. Pravin is a Graduate of the Massachusetts Institute of Technology (B.S. and M.S. in Electrical Engineering) .The Harvard University Graduate School of Business (M.B.A.).
Follow Pravin Vazirani:
About Owl Rock Capital: Owl Rock is an investment firm that aims to meet the distinct and underserved financing needs of middle-market companies.
Erik Bissonnette
Co-Portfolio Manager of Owl Rock Capital
Follow Erik Bissonnette:
About Owl Rock Capital: Owl Rock is an investment firm that aims to meet the distinct and underserved financing needs of middle-market companies.
Katie DiGangi
Account Manager of State Farm Insurance
Follow Katie DiGangi:
About State Farm Insurance: State Farm is a insurance company that offers insurance and financial services.
Brett Icahn
Portfolio Manager of the Sargon Portfolio of Icahn Enterprises
Brett Icahn has been employed by Carl Icahn and his affiliated investment funds since 2002 and is currently responsible for co-executing an investment strategy across all industries as a Portfolio Manager of the Sargon Portfolio for Icahn Capital. Brett Icahn currently serves as director of The Hain Celestial Group, Inc., Take-Two Interactive Software Inc., Cadus Corporation, Voltari Corporation and American Railcar Industries, Inc. Brett Icahn received a B.A. from Princeton University.
Follow Brett Icahn:
About Icahn Enterprises: Icahn Enterprises L.P. (NASDAQ: IEP), a master limited partnership, is a diversified holding company engaged in nine primary business.
David Schechter
Portfolio Manager of the Sargon Portfolio of Icahn Enterprises
David Schechter has been employed by Carl Icahn and his affiliated investment funds since 2004 and is currently responsible for co-executing an investment strategy across all industries as a Portfolio Manager of the Sargon Portfolio for Icahn Capital. David Schechter currently serves as a director of Mentor Graphics Corporation and The Hain Celestial Group Inc. David Schechter received a B.S. in Economics from the Wharton School at the University of Pennsylvania.
Follow David Schechter:
About Icahn Enterprises: Icahn Enterprises L.P. (NASDAQ: IEP), a master limited partnership, is a diversified holding company engaged in nine primary business.
Andrew Kalmar
Portfolio Manager of Irving Investors
Andrew joined Irving in 2019 as a Portfolio Manager with a dedicated Healthcare focus. Andrew runs a crossover strategy focusing on both public and private companies. Andrew began his career in 2002 working for the Lord Abbett Bond Debenture fund, which today remains one of the largest high-yield funds in existence. In 2004 he moved to Denver as a co-founder of Independence Capital Asset Partners, a growth focused hedge fund where he managed the healthcare portfolio. In 2015 he was a co-founder of Roubaix Capital which was a spin out of ICAP and he left in 2018. Andrew also actively consults with drug development companies as well as other investors.
Follow Andrew Kalmar:
About Irving Investors: Irving Investors focuses on disruptive technology and high growth opportunities.
Chris Chism
Portfolio Manager / Head of Credit of Irving Investors
Follow Chris Chism:
About Irving Investors: Irving Investors focuses on disruptive technology and high growth opportunities.
Chris Evdaimon
Investment Manager, Private Companies of Baillie Gifford
Chris is working in the Private Companies team at Baillie Gifford, based in the Bay Area. Prior to Baillie Gifford, he was a Partner at China’s Sinovation Ventures for 10 years, initially in Beijing and then in Silicon Valley. He has 20 years of “hands on” entrepreneurial and early stage investments experience. With Baillie Gifford, Chris has worked on the investments behind Joby Aviation, Allbirds, Nuro, Honor and goPuff. With Sinovation in Beijing, Chris invested in the early rounds and actively worked on multiple portfolio companies, including Zhihu (NYSE:ZH), Wandoujia (acquired by Alibaba), Umeng (acquired by Alibaba) and Anquanbao (acquired by Baidu). He also designed, setup and operated the firm’s incubation programs, as well as led the firm’s fundraising efforts and investor relations. In Silicon Valley, Chris established and managed the firm’s team and investment practice in the US. He invested in the early rounds and actively worked on multiple companies, with a focus on industrial automation, robotics, and edtech, including Fictiv, Compology, Eight Sleep, Dishcraft Robotics, Traptic, XYZ Robotics, Deep Vision, Fero Labs, Swivl, Abl Schools, Securly, ClassWallet, Swing Education, and others. Prior to Sinovation, Chris was a Managing Partner at Eastern Bell Venture Capital. He also served as the CEO of ICDL Asia, an organization in the computer skills certification sector with operations in over 25 Asian countries, which he helped turnaround and relocate to Singapore. Prior to going to Asia, Chris co-founded and managed ECDL Hellas in his native Athens, Greece. Chris holds a M.Eng. in Mechanical Engineering from Imperial College in London and an MBA from INSEAD.
Follow Chris Evdaimon:
About Baillie Gifford, Eudaimonia Capital: Baillie Gifford is an independently owned firm that focuses on investment and asset management.
Lisa Breiman
Operations Manager, IR of Industry Ventures
Lisa focuses on sourcing and deal support for the partners, as well as assisting them in day to day operations. Prior to joining Industry Ventures, Lisa worked as an Executive Assistant for a Hedge Fund and as a pharmaceutical sales representative. Lisa earned her BA in Business Management from University of Denver.
Follow Lisa Breiman:
About Industry Ventures: Industry Ventures is an investment firm that makes venture capital investments and manages over $3.5 billion of institutional capital.
Steve Eisman
Managing Director and Portfolio Manager of Neuberger Berman Group
Follow Steve Eisman:
About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Rory Ewing
Senior Vice President and Associate Portfolio Manager of Neuberger Berman Group
Rory Ewing, Senior Vice President, joined the firm in 2016. Rory is an Associate Portfolio Manager and a Research Analyst for the Option Group at the firm. In his current capacity, Rory’s primary responsibility is to assist in the implementation of the firm’s investment strategy in client accounts and to ensure proper adherence to account guidelines and client specific restrictions. Before joining Neuberger Berman, Rory was a Research Analyst at Horizon Kinetics. Prior to Horizon Kinetics, Rory worked at Tempus Quo, an investment firm focused on international, commodity related sectors where he led the trading team. Rory also spent two years as a trader at Pequot Capital and two years as a capital markets consultant at Thomson Financial. Rory received a BA from Colgate University and an MBA from New York University.
Follow Rory Ewing:
About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Jay Hallberg
General Manager of Shasta Ventures
Jay Hallberg co-founded Spiceworks in 2006 to simplify the management of technology for the world small and medium businesses. The Spiceworks user community has grown to over 1 million IT professionals worldwide, earning it a reputation as the Facebook for IT Managers. The company reach into 20 percent of the global SMB market is transforming how technology products are managed, marketed and sold.
Follow Jay Hallberg:
About Shasta Ventures: Shasta is an early-stage venture capital firm focused on investing in enterprise.
Brianna Bowles
Office Manager of Kickstart
From IT to swag management, Bri keeps things running smoothly and making sure the fund has the resources it needs. She enjoys getting to know everyone who comes through the door. If given the opportunity, Bri would dance every day. She nerds out on physical and mental health and loves spending time with her husband and daughter.
Follow Brianna Bowles:
About Kickstart: Kickstart is an early-stage VC fund that provides smart capital, a connected community, and expert guidance to companies.
Gena Cecala
Office Manager of Signal Peak Ventures
Gena Cecala is Signal Peak Ventures office manager. She has over 28 years of experience in human resources/benefits, payroll and accounting. As office manager, she facilitates communication for the Signal Peak team and oversees all of the office operations, payroll and HR functions.
Follow Gena Cecala:
About Signal Peak Ventures: Signal Peak is a venture capital firm with more than $550 million of committed capital under management.
Christina Kehoe
Marketing Manager of Homie
Marketing Manager at Homie
Follow Christina Kehoe:
About Homie, Homie: Homie is the future of home buying and selling. Customers save thousands of dollars—we’re not focused on commissions. #wegotyourback
Vijesh Iyer
General Manager of LendUp
Vijesh Iyer is the general manager at [LendUp](https://www.crunchbase.com/organization/lendup#/entity). Prior to that, he was the vice president for profitability and consumer payment behavior at [PayPal](https://www.crunchbase.com/organization/paypal#/entity). Iyer holds a bachelor’s degree in technology from [Indian Institute of Technology, Bombay](https://www.crunchbase.com/organization/indian-institute-of-technology-bombay#/entity), and master’s degree in business administration from [Indian Institute of Management, Ahmedabad](https://www.crunchbase.com/organization/indian-institute-of-management-ahmedabad#/entity). Iyer lives in San Francisco, California, United States.
Follow Vijesh Iyer:
About LendUp: LendUp is a socially responsible lender for the 56% of Americans shut out of mainstream banking due to low credit or volatile income.
Thorsten Jaeckel
Lead Product Manager of LendUp
Follow Thorsten Jaeckel:
About LendUp: LendUp is a socially responsible lender for the 56% of Americans shut out of mainstream banking due to low credit or volatile income.
Bobby Esnard
Startup Partnerships Program Manager of Capital Group
Bobby Esnard is a Senior Analyst covering Emerging Technology. He has 5 years of investment industry experience, all at Capital Group. He is the Program Manager for Fintech Wave, the firm’s mechanism for partnering with startups in financial technology & enterprise software. Prior to his current role, Bobby worked in Corporate Strategy & Innovation on transformative new businesses, venture capital, and internal consulting. He began his career in The Associates Program where he was the first person to cover cryptocurrencies and digital commodities for the company. He has a B.A. in Linguistics & Cognitive Science from Dartmouth College.
Follow Bobby Esnard:
About Capital Group: Founded in 1931, Capital Group provides investment management services for long-term investors and is a private equity firm.
Will McKenna
Senior Creative Manager of Capital Group
Will McKenna is a senior creative manager at American Funds, part of Capital Group, focusing on advisory, retirement and institutional markets. He has 21 years of industry experience and has been with Capital Group for 16 years. Prior to joining Capital, Will was an associate at Mercer Management Consulting in New York, where he focused on marketing consulting for financial services clients. He holds a bachelor’s degree in anthropology from Princeton University, graduating summa cum laude. Will is based in Los Angeles.
Follow Will McKenna:
About Capital Group: Founded in 1931, Capital Group provides investment management services for long-term investors and is a private equity firm.
Louise O’Donnell
Vice-President and Senior Information Technology Manager of TD Bank
Louise O’Donnell has over 35 years’ experience in Financial services. She has been a member of the TD senior management within commercial lending and specialty banking for 3 years. Prior to joining TD Bank, Louise server as CIO for PHH Joint Venture and was the Chief Information Officer and Chief Security Officer of First Bank of Delaware. Louise has spent over 25 years as a leader and strategist for innovating business solutions which are reasonable and sustainable within a disruptive, transforming and highly regulated industry. Under her leadership, Louise drives innovation and delivery of advanced technologies to preserve the customer experience, meet business and customer demands and to gain financial, competitive advantage.
Follow Louise O’Donnell:
About TD Bank: TD Bank is a banking center that provides its clients with retail, small business, and commercial banking products and services.
Ashley Pearson
Office Manager & EA of Altos Ventures
Ashley focuses on deal support for the partners, as well as assisting them in day to day operations. Ashley earned her Bachelors in Sociology from Washington State University.
Follow Ashley Pearson:
About Altos Ventures: Altos Ventures is a venture capital firm and registered investment advisor with more than $8 billion in regulated assets under management.
Stephanie Link
Chief Investment Strategist and Portfolio Manager of HighTower Advisors
Ms. Link performs all portfolio management functions which includes developing a macro outlook and market strategy, thorough analysis and careful stock selection while managing the fund in a manner that allows subscribers to follow and emulate her thoughts and actions. She also writes a weekly summary report of the portfolio, highlighting strategy, latest analysis and ranking of each stock in the fund. Stephanie promotes the product through weekly videos, both independently and with Jim Cramer, which are featured on The Street’s website. As Chief Investment Strategist, she oversees all premium content which includes RealMoney, RealMoney Pro, OptionsProfits as well as other premium newsletters including Breakout Stocks and Stocks Under $10. Stephanie is a CNBC contributor and regularly appears on Fast Money Halftime, Closing Bell, Squawk Box and The Kudlow Report.
Follow Stephanie Link:
About CNBC, HighTower Advisors: HighTower is a financial services company providing solutions for high-net-worth and institutional clients.
Pierce Crosby
General Manager of TradingView
Pierce Crosby is the General Manager at TradingView and TradeIT (formerly TradingTicket), based in New York City. He is an investor and advisor to early-stage fintechs in North America and Europe. He received an MA from Columbia University, a BA from the University of California, Santa Cruz, and is the founder of Merchant Seven.
Follow Pierce Crosby:
About Merchant Seven, TradingView: TradingView provides traders and investors with charts, tools, and social networking.
Cheyennis Doom
Sr. Client Onboarding Manager/LSSGB of Mitsubishi UFJ Financial Group
With 15 years of progressive experience in Customer Service, Operations, Process Improvement and Project Managemet I have brought a unique perspective to the roles and projects I’ve taken on. I have successfully launched comprehensive training and communication plans for a new case management platform while simultaneously creating and rolling out a program to lead complex client implementions.
Follow Cheyennis Doom:
About Mitsubishi UFJ Financial Group: Mitsubishi UFJ Financial Group, is a Japanese bank holding / financial services company headquartered in Chiyoda, Tokyo, Japan.
Diana Mingels
Senior Software Engineering Manager, NLG of Capital One
Diana Mingels is the Senior Software Engineering Manager, NLG at Capital One.
Follow Diana Mingels:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Victoria Martins
Manager, Data Science of Capital One
Follow Victoria Martins:
About Al Jazeera, Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Derek Gates
Manager, Digital Product Management of Capital One
Derek Gates is an energetic leader on a cross-functional product team at Capital One. An avid adventurist, he has always had a passion for self-improvement through experience, and has translated that mindset into a personal and professional mantra.
Follow Derek Gates:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Heather Crotty
Product Manager of Capital One
Follow Heather Crotty:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Gopi Krishna Kancharla
Lead Software Engineer Sr Manager of Capital One
Gopi K Kancharla – Had 15+ Years of Experience in Full-Stack Software Engineering. Having Experience in in various domains like, Auto Finance, Credit Bureaus, Trading, Auction Systems & Firmware. He has Masters from Nagarjuna University in Computer Science and Information Systems. Like to travel across the globe and a considerably good badminton player. Also father of two
Follow Gopi Krishna Kancharla:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Jenny Zhang
Manager, Product Manager of Capital One
Follow Jenny Zhang:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Niraj Tank
TitleSr. Manager & Software Engineering of Capital One
Niraj Tank is a senior manager, software engineer at Capital One working on a team that built a fast data streaming and decisioning platform for Capital One. Niraj has been an engineer for the past 21 years, and his diverse experience ranges from developing products for startups to leading various large-scale integration services.
Follow Niraj Tank:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Tom Yang
Senior Manager, Software Engineering of Capital One
Follow Tom Yang:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Nataliya Bettis
Sr. Manager, Lead Software Engineer of Capital One
Nataliya Bettis is QA Manager at Capital One.
Follow Nataliya Bettis:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Adam Penly
Manager, Lead Frontend Architect | One Design System of Capital One
Adam Penly serves as lead frontend architect at Capital One.
Follow Adam Penly:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Daniel Lambdin
Senior Manager, AI Design & UX/UI of Capital One
Daniel Lambdin is the Senior Manager, AI Design, UX/UI at Capital One.
Follow Daniel Lambdin:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Taras Kuzin
Product Manager (Digital/Universal Money Movement) of Capital One
Entrepreneur with payments and medical startup experiences, new product development applying Design Thinking methodology. Specialties: Blockchain and Bitcoin, agile software development and APIs. Expertise in building a global brand, strategic planning, new product development, market research and analysis, and financial modeling.
Follow Taras Kuzin:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Jennifer Henderson
Senior Manager of Technology of Capital One
Jennifer Henderson attended Rose-Hulman Institute of Technology, is a certified agile scrum master and Certified SAFe® 4 Program Consultant. Jen is currently a Senior Manager of retail and direct technology at Capital One. Jen formerly held the position of Director of Technology for POSSIBLE/WPP, one of the world’s largest digital marketing agencies, and was the Chief Technical Officer and co-founder of Rovion, Inc. and Valley InfoSystems. She is a former board member of GLSEN Cincinnati, AIDs Volunteers of Cincinnati (AVOC) and now chairs the Trans Queer Plus committee at Capital One. As an advocate for LGBTQ+ rights and her work on transgender policies at WPP, she was named Grand Marshal of the 2016 Cincinnati Pride parade. Out & Equal named Jen the 2018 Outie Champion on the year. Jen is the proud parent of three ridiculously brilliant children.
Follow Jennifer Henderson:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Suresh Chellapilla
Senior Manager of Capital One
Suresh Chellapilla is the senior manager at Capital One.
Follow Suresh Chellapilla:
About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
