President, SharesPost Financial Corp.
Education: Northeastern University
Background: Merrill Lynch, Jefferies & Company, Silver Lake Waterman
Certs: FINRA series 7, 24, and 63
Head of Institutional Sales
Education: Tufts University
Background: Merrill Lynch
Certs: FINRA series 7 and 66
Head of Private Securities Group, New York
Education: University of Arizona
Background: Wells Fargo Family Wealth, PIMCO
Certs: FINRA series 3, 7, 24, 66 and CFA Charterholder
Co-Head of Institutional Sales
Education: Stanford University
Background: Crosslink Capital, Parnassus Investments
Certs: FINRA series 7 and 66
Vice President
Education: Stanford University
Background: Bank of America Merrill Lynch
Certs: FINRA series 7 and 63
Vice President
Education: Boston College
Background: William Blair & Company
Certs: FINRA series 7 and 63
“The institutional team at SharesPost Financial Corp. provides us with the kind of support, professionalism, and comfort in the private market that we are accustomed to and we value the relationship that we have built in working together.”
“SharesPost provides us with reliable access to institutional sized investment opportunities in the private market’s leading companies.”
