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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