Our Leadership Team

Meet the Experts Behind Your Success

Our diverse team of seasoned professionals brings together decades of experience from the world's leading financial institutions, combining traditional expertise with innovative thinking.

Alexander Thompson

Alexander Thompson

Managing Partner & CEO

Alexander brings over 20 years of experience in investment banking and private equity. Former Goldman Sachs MD with expertise in emerging markets and alternative investments.

Education

MBA Harvard Business School, CFA

Experience

Goldman Sachs, JP Morgan, Blackstone

Specialties

Private Equity
Emerging Markets
Strategic Advisory
Dr. Priya Sharma

Dr. Priya Sharma

Head of Venture Capital

Former Silicon Valley VC with a track record of identifying unicorn startups. PhD in Computer Science with deep expertise in fintech and AI investments.

Education

PhD Computer Science Stanford, MBA Wharton

Experience

Sequoia Capital, Andreessen Horowitz, Google Ventures

Specialties

Venture Capital
Technology Investments
AI & Fintech
David Chen

David Chen

Chief Investment Officer

Quantitative finance expert with deep experience in alternative investments and risk management. Former hedge fund manager with consistent alpha generation.

Education

PhD Financial Engineering MIT, CFA, FRM

Experience

Two Sigma, Renaissance Technologies, Citadel

Specialties

Quantitative Analysis
Risk Management
Alternative Investments
Maria Rodriguez

Maria Rodriguez

Head of Strategic Advisory

Former McKinsey partner specializing in financial services and M&A. Expert in corporate strategy and business transformation with global experience.

Education

MBA INSEAD, MS Finance LSE

Experience

McKinsey & Company, Bain Capital, Morgan Stanley

Specialties

M&A Advisory
Corporate Strategy
Business Transformation
James Wilson

James Wilson

Head of Wealth Management

Wealth management veteran with 18 years serving ultra-high-net-worth families. Expert in tax-efficient strategies and multi-generational wealth planning.

Education

JD Tax Law NYU, CFP, CIMA

Experience

UBS Private Wealth, Credit Suisse, Northern Trust

Specialties

Wealth Planning
Tax Strategy
Family Office Services
Sarah Kim

Sarah Kim

Head of ESG Investments

ESG investment pioneer with expertise in sustainable finance and impact investing. Former World Bank advisor on green finance initiatives.

Education

PhD Environmental Economics Oxford, CFA

Experience

World Bank, BlackRock Sustainable Investing, Vanguard ESG

Specialties

ESG Investing
Impact Finance
Sustainable Strategy

Ready to Work with Our Expert Team?

Schedule a consultation with our experienced professionals and discover how we can help you achieve your financial goals.