Top 30 Family Office Investors In Venture Capital
Family Offices maintain and grow the assets of the world's wealthy. Their investment teams are typically a cadre of high-caliber money managers whose actions are minimally regulated and shrouded in secrecy. Trusted Insight is shining a light on this reclusive bunch. Here are the top 30 investors putting billions in private wealth to work in venture capital. Hear from a single-family office at Trusted Insight Alpha Conference 2017.
Marquez is a director of Rosewood Private Investments, a single family office. Prior to joining the firm in 2012, he led the control investment efforts of Capital Southwest Corporation, a publicly traded investment firm. Previously, Marquez was with the private equity firms Covalent Capital and SKM Growth Investors, and in Goldman Sachs' high technology investment banking practice.
Cameron Chartouni is the chief Investment officer of Acropolis Capital, a London-based family office that manages the assets of a single family. Cameron established Acropolis Capital in 1999 and has been responsible for building out its asset allocation, manager selection and risk management capabilities over this time.
KC Krieger is a director at Broad Family Office, a multi-family office located in California that specializes in minority equity investments and majority equity investments. KC invests in Series C & later startups, non-startup growth companies and established middle market companies. Sectors of focus include finance and real estate.
Based in London, Timothy Fritzinger is a director at Alta Advisers. Timo joined Alta in October 2011 following five years at FLAG Capital Management, a US-based fund of funds. Prior to that, he worked as a research consultant with Cambridge Associates and as an acquisitions analyst with Hancock Timber Resource Group. Timo is a CFA charterholder.
John joined Aspiriant in 2013 as chief investment officer. As CIO, John is primarily responsible for leading the firm’s overall investment strategy & research group, broadly consisting of twelve investment professionals. The group is responsible for asset allocation, portfolio construction, manager selection and risk management. John is also the chair of the firm’s investment committee and serves on a number of other committees. He has nearly twenty years of experience in investment management, investment banking, corporate finance advisory and business strategy consulting. Prior to joining the firm, John was a senior member of the client service team at Grantham, Mayo, Van Otterloo (“GMO”), which manages approximately $115 Billion across a wide-range of public equities, fixed income, hedge funds and asset allocation funds. In that role, John had primary responsibility for 80 clients and $6.5B in assets under management.
Tom Watts founded Watts Capital Partners and leads both its wealth management and investment banking activities. Tom addresses the unique needs of each of our clients by leveraging his background in wealth management, investment research, investment banking, and as a business owner. As portfolio manager, Tom launched the Watts Capital Partners investment program in 2003 and founded the firm officially in 2008.
Eric founded Arkion SA, a multi-family office, in 2001. In his early career he worked for Coopers & Lybrand in both Geneva and London, before managing the internal audit division of Cantrade Bank, an affiliate of UBS. In 1993, Eric was appointed director and CEO of Abacus Conseil and Expertise Comptable SA, the family office of one of Switzerland’s leading families, with extended responsibilities for investment and tax structures.
Michael is a founding member and managing director of Constellation Wealth Advisors LLC with over 21 years of experience in financial services and wealth management. He is a member of the firm's Investment Committee which oversees and provides asset allocation guidance for Constellation's clients and is charged with seeking out timely opportunities across capital markets.
As chief investment officer, Prateek is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments. He manages relationships with high net worth clients, institutional investors, and traditional/alternative (hedge funds, private equity and real assets) money management firms.
As chief investment officer, Steven Skancke enables Keel Point Senior Wealth Advisors to develop client portfolios and investment strategies to work towards meeting their life, family, wealth, and investment goals. He oversees asset allocation, portfolio construction, investment policy, and manager selection decisions. He also works directly with several clients to develop and implement innovative investment strategies.
Mr. Flynn joined Bregal in 2004 from Deutsche Asset Management, the asset management arm of Deutsche Bank, a leading global financial service provider, where he was global head of the private equity funds group. Prior to joining Deutsche Bank, Mr. Flynn worked at the AXA Group, a worldwide leader in financial protection and wealth management, where he founded and managed its €1 billion global private equity fund of funds business. His investment experience also includes developing investment fund joint ventures for Den norske Bank, Norway's largest financial services firm, arbitrage investing for First City Financial, and leveraged buyout work for Kelso & Company in New York.
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