Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$150,000.00Target Investment:
$125,000.00
Education
- VU
- CC
Lists including Kathryn
Work Experience
Advanced Wealth Planning
2024
Specializing in business succession planning, wealth transfer, and advanced tax strategies
Early Stage Venture Investor
2024
2023 - 2024
Investor, SCOR Ventures
2023 - 2024
SCOR Ventures is an early stage fund investing in the impact of fintech, software, and AI on legacy industries - with direct implications for financial institutions, industrials, healthcare, and climate. Portfolio companies include Coverflex, Finanzguru, iLife, Kadmos, Kontempo, Marshmallow, Protex and more.
2021 - 2023
MBA Investment Team
2021 - 2023
Investments include Beyond Meat, NotCo, Pinterest, Block Renovation, Belvo, Upside Foods, Pachama. Investing in the future of climate, health, food, and fintech.
2022 - 2022
MBA Associate
2022 - 2022
Visible Ventures is an early-stage venture capital firm that invests in commerce, care, and consumer-tech. Select investments include: Daily Harvest, Summersalt, Alyce, The Nue Co., Droplette, Illumix, and Recurate.
2018 - 2021
Manager, Sphere Business and Financial Operations
2021 - 2021
Manager, Corporate Development
2020 - 2021
Senior Analyst, Corporate Development
2018 - 2020
2017 - 2018
Investment Banking Analyst
2017 - 2018
Technology, Media & Telecom (TMT) Group
2016 - 2016
Investment Banking Summer Analyst
2016 - 2016
Technology, Media & Telecom (TMT) Group
2015 - 2015
Investment Banking Sophomore Summer Analyst
2015 - 2015
Technology, Media & Telecom (TMT) Group