Richard de Lima
President and Chief Investment Officer
A 30-year experienced financial and operational professional underwriting $1.5B+ equity and $250M+ in commercial credit transactions, and 4 startups to successful exits. Today he is the Chief Investment Officer to a Single Family Trust Fund and Portfolio manager and advisor to several investment funds.
Steven Insalaco
Managing Partner and Head of Risk Management Intelligence
Managed a $3.5 billion healthcare finance division, Chief Executive Officer roles, and strategic intelligence advisor to countless Fortune 500 and other public and private companies including ExxonMobil, Northrop Grumman, and Griffon Corporation
Valarie Wu
Chief Strategist Portfolio Officer
Extensive experience in Family Office development, quantitative analytics, family succession planning, legal and compliance, operations, and goverence roles
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