• Vested
    Account Manager
    started Feb 2019


  • Vice President, Strategy at Dynamo Software
  • Director of Private Equity Solutions at Backstop Solutions Group
  • VP, Information Security at Backstop Solutions Group
  • President at Golub Capital
  • Managing Director at Golub Capital
  • Fintech Correspondent at Asset TV
  • Senior Vice President & Director, Sustainable, Responsible and Impact Investing at Bailard
  • Chief Investment Officer at Bailard
  • MD or advisor (TBD) at Morgan Stanley
  • Chief Investment Officer, Wealth Management at Morgan Stanley
  • Executive Director at Elevate Credit: Center for the New Middle Class
  • Head of Liability Risk Management at Insight Investment
  • President at Foreside
  • Executive Vice President / Director of Wealth Management at Bailard
  • Partner & COO at Foreside
  • Executive Director & Head of Wealth Management's Equity Model Portfolio Solution at Morgan Stanley
  • Executive Director, Equity Model Portfolio Solutions at Morgan Stanley
  • CFA, Senior Vice President / Director, Fixed Income at Bailard
  • CEO at Covered Holdings
  • Portfolio Associate, ESG Analyst at Bailard
  • Managing Director & Head of Philanthropy Management at Morgan Stanley Wealth Management
  • Chief Executive Officer at Bailard
  • Executive Vice President, Real Estate at Bailard
  • Vice President, Wealth Management at Bailard
  • Head of Family Governance and Wealth Education at Morgan Stanley Wealth Management
  • Managing Director - Head of Family Office Resources Generalists and Art Initiati at Morgan Stanley Wealth Management
  • Head of LDI Portfolio Management at Insight Investment at Insight Investment
  • Senior Vice President, Acquisitions and Portfolio Management at Bailard
  • Chief Investment Officer at Insight Investment
  • Head of Currency Solutions at Insight Investment