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AssociateAs an Associate at Morgan Stanley, Josh covered the world’s top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, and Grubhub. Later, he launched his own startup, Centiment.io.
VP and Branch Head of Alternative InvestmentsCarole Crawford, CFA launched her 20+ year career as a technology CFO leading a successful turnaround of an almost-defunct software development company which was subsequently listed on Washington Technology Fast 50. She then joined Morgan Stanley where she advised eight founders through exits totaling over $750 million, and then founded her own practice to manage venture investments for family offices.
VP, Wealth ManagementAs a Portfolio Manager at Morgan Stanley, Principal at AI Capital and VP at HSBC, Jeffrey has directly executed over $500 million in transactions across real estate, public and private equity, and venture capital.
VP and Branch Head of Alternative InvestmentsCarole Crawford, CFA launched her 20+ year career as a technology CFO leading a successful turnaround of an almost-defunct software development company which was subsequently listed on Washington Technology Fast 50. She then joined Morgan Stanley where she advised eight founders through exits totaling over $750 million, and then founded her own practice to manage venture investments for family offices.
VP, Wealth ManagementAs a Portfolio Manager at Morgan Stanley, Principal at AI Capital and VP at HSBC, Jeffrey has directly executed over $500 million in transactions across real estate, public and private equity, and venture capital.
Senior ConsultantWith an MBA from MIT’s Sloan School of Management, Michael has worked with both large corporations and early stage firms while a consultant at Bain & Company.
VP, Wealth ManagementAs a Portfolio Manager at Morgan Stanley, Principal at AI Capital and VP at HSBC, Jeffrey has directly executed over $500 million in transactions across real estate, public and private equity, and venture capital.
Senior ConsultantWith an MBA from MIT’s Sloan School of Management, Michael has worked with both large corporations and early stage firms while a consultant at Bain & Company.
Assistant VPWith an MBA from The Wharton School of the University of Pennsylvania, Toby has served as an Assistant VP at Barclays and founded Petsy, one of Mexico’s top e-commerce companies.
Senior ConsultantWith an MBA from MIT’s Sloan School of Management, Michael has worked with both large corporations and early stage firms while a consultant at Bain & Company.
Assistant VPWith an MBA from The Wharton School of the University of Pennsylvania, Toby has served as an Assistant VP at Barclays and founded Petsy, one of Mexico’s top e-commerce companies.
PartnerChris Badali is a CPA and has collaborated with investment banks including Goldman Sachs, RBC, and Scotiabank to lead IPOs and strategic messaging for fundraising efforts.
Assistant VPWith an MBA from The Wharton School of the University of Pennsylvania, Toby has served as an Assistant VP at Barclays and founded Petsy, one of Mexico’s top e-commerce companies.
PartnerChris Badali is a CPA and has collaborated with investment banks including Goldman Sachs, RBC, and Scotiabank to lead IPOs and strategic messaging for fundraising efforts.
AssociateAs an Associate at Morgan Stanley, Josh covered the world’s top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, and Grubhub. Later, he launched his own startup, Centiment.io.
PartnerChris Badali is a CPA and has collaborated with investment banks including Goldman Sachs, RBC, and Scotiabank to lead IPOs and strategic messaging for fundraising efforts.
AssociateAs an Associate at Morgan Stanley, Josh covered the world’s top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, and Grubhub. Later, he launched his own startup, Centiment.io.
VP and Branch Head of Alternative InvestmentsCarole Crawford, CFA launched her 20+ year career as a technology CFO leading a successful turnaround of an almost-defunct software development company which was subsequently listed on Washington Technology Fast 50. She then joined Morgan Stanley where she advised eight founders through exits totaling over $750 million, and then founded her own practice to manage venture investments for family offices.
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Work with your new team member for a trial period (pay only if satisfied), ensuring they’re the right fit before starting the engagement.
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