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2017

Top 30 Family Office Rising Stars

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Family offices are home to blue-chip investment professionals who deliver wealth management expectations for prominent families. Their roles are one of the most sought after professions in finance, given family offices’ autonomous nature, exclusivity and direct impact on investment performance. This list highlights partners, managing directors and vice presidents at single-family offices, all of whom are thought leaders of this distinct branch in institutional investing.

Steve Hall is a managing director at Vulcan Capital where he heads up Vulcan's venture capital investment efforts. He began venture investing in 1998 and his prior exits include About.com (acquired by NY Times), Multex Systems (Reuters), Live Advice (Ingenio) and so on. Hall was formerly a corporate attorney with White & Case in New York, where he focused on M&A and securities transactions. He has been a frequent guest lecturer on venture capital investing and deal structuring at Columbia, UCLA and Boulder law schools. Hall received his double B.A. in business administration and political science from Furman University and J.D. from Columbia University Law School, where he was a Harlan Fiske Stone Scholar.

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Marie Young is director of investments at Bayshore Global Management. Previously, she served as a portfolio manager and an investment associate for Bayshore Global Management. Prior to Bayshore, she was a financial analyst at Goldman Sachs. Young holds a B.A. in economics from Northwestern University and is a Chartered Financial Analyst.

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Edmund Zysik is the director at Mousse Partners, a family office specializing in venture capital investments. Zysik was previously vice president and an investment professional at the firm. He leads the firm's venture and growth investing.He holds a bachelor's degree in economics from Princeton University.

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Kevin Lavelle is a managing director on the investment team at The Hillman Company, investing in private equity partnerships, co-investments and hedge funds. Previous;y, Lavelle was a consultant at Willshire Associates advising pension funds and endowments on asset allocation. Before that, he was a credit analyst at National City Bank. Lavelle graduated from the University of Notre Dame.

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Esther Chiu

Vice President, Private Equity

Starr Investment Holdings

Esther Chiu is the vice president of Starr Investment Holdings. She leads the firm's private equity investing with external managers. Previously, she was the head of investor services at Starr for ten years, tracking cash flow and valuations for multiple asset classes. Before that, she was a vice president overseeing private equity portfolio at Goldman Sachs. Chiu has a B.S. in accounting from the State University of New York in Albany.

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Susan Yun Lee is the managing director of investments at The Broad Foundations and Eli Broad's Family Office, where she manages the foundations' and family portfolios. Previously, she was a director and partner at Angeles Investment Advisors, advising endowments and foundations on asset allocation and implementation strategies across asset classes and leading private capital research. Before that, Lee was an investment professional at private equity firms Black Canyon Capital and Vintage Capital Partners, where she made investments in companies and worked with portfolio companies on business growth and financial structuring. She began her career in strategy consulting at Bain & Company and strategy and mergers and acquisitions at The Walt Disney Company. Lee has an MBA from Harvard Business School and a B.A. in economics from Stanford University, where she graduated Phi Beta Kappa.

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Lauren Pressman joined Hillspire in June 2013 and focuses on real estate investments. Prior to Hillspire, her roles included director of investment research at Aspiriant, LLC, a wealth management firm where she was responsible for managing the firm’s discretionary real estate funds; senior vice president at MacFarlane Partners, where she was responsible for the firm’s urban investment activities in the Bay Area and Pacific Northwest; and project manager at Hines Interests. Pressman served as the 2013 President of the Bay Area Chapter of NAIOP and currently sits on the Chapter’s Advisory Council. She earned an MBA from the Stanford Graduate School of Business, and a Bachelor’s degree in Latin American Studies from Stanford University.

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Daniel Gwak

Co-Head, AI Investments

Point72 Ventures

Daniel Gwak is the co-head of AI investments at Point72 Ventures, the venture capital arm of Steve Cohen's family office. He recently joined the firm in May 2017. Previously, he was a parter at In-Q-Tel. He also worked at Bain & Company, The Carlyle Group and Credit Suisse. Gwak has an MBA from Harvard Business School and a bachelor's degree in economics from Cornell University.

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Marquez Bela is a director at Rosewood Private Investments. He leads Rosewood's investments in companies with $30 million to $100 million in revenue. Prior to Rosewood, Bela was a vice president at Capital Southwest Corporation and a manager at Covalent Capital. He graduated from the University of Texas with a bachelor's in finance.

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Mark Rutherford is a private equity investor at BMGI, the family office of Bill Gates. He evaluates and executes the firm's direct investments across industries. Previously, he was a trader and summer analyst at BMGI. He also interned at Stark Investments. Rutherford graduated from Marquette University with a B.S. in finance.

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Matt Bigliardi is the director of investments at Tao Capital Partners, a single-family office focused on tech invesmtnets across venture, growth and buyouts.Previously, Bigliardi was an invesment professional at H.I.G. Capital and an associate at Silver Lake. Bigliardi holds an MBA from the University of Pennsylvania and a B.A. in computer science and economics from Brown University.

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Robin Chhabra is portfolio manager at Anschutz Investment Company since February 2009. Previously, he was vice president at Pequot Capital, associate at Goldman Sachs and associate at Morgan Stanley. He holds an MBA in finance from Columbia University and a bachelor's in economics from the Massachussets Institute of Technology.

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Michele Cucullu recently joined Bayshore Global Management, the family office of Google co-founder Sergey Brin, as an investments director. Previously,Cucullu was the director of private equity at the University of California endowment for 10 years. Cucullu is a graduate from the California Institute of Technology.

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Viral Gandhi has been associate director at Willett Advisors since March 2012. Previously, he was an associate of the investment banking division and an analyst at Morgan Stanley. He holds a bachelor's from Williams College and Columbia University School of Law.

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Elaine Chan

Senior Investment Manager

The Johnson Company

Elaine Chan is a senior investment officer at the Johnson Company. Previously, she worked at The Robert Wood Johnson Foundation and Citigroup. Chan is a graduate from the University of Pennsylvania - The Wharton School.

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Noam Abrams

Vice President, Private Equity

Vinik Family Office

Noam Abrams is vice president of private equity at Vinik Family Office, where the mandate includes direct investments, co-investments and fund investments focused on both operating businesses and real estate. Previously, he was a senior associate at Webster Capital, a private equity firm focused on consumer and health care investments. Abrams holds and MBA in finance and management and a B.A. in economics and sociology from the University of Chicago Booth School of Business.

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Peter Liu is vice president at Pritzker Group Venture Capital, where he is responsible for sourcing series A/B investments and providing diligence and oversight for the firm’s investments in VR/AR, software and consumer internet. He is also the founder of VentureUp, an online and offline network for rising venture capitalists investing in the Midwest. Liu holds a bachelor's degree in finance and management from the University of Virginia.

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Jeremy Clark is the principal at Hersh Family Investments since January 2014. Previously, he held positions as associate and analyst at Goldman Sachs. Clark holds a bachelor's in international business and german from Rhodes Colleges.

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Mark Tronstein

Managing Director, Real Estate

Andell Holdings

Mark Tronstein is managing director of real estate at Andell Holdings, LLC. Previously he was director at Broadreach Capital Partners and an associate at Morgan Stanley, where he dealt with real estate private equity and investment banking. Tronstein holds an MBA in real estate and finance and a bachelor's degree in sociology and business entrepreneurship from the University of Southern California.

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Peter Phillips is principal at Medley Partners, where he manages private equity investments on behalf of Jim Simons' family and a number of affiliated entities. Previously, he was an associate and analyst at Deutsche Bank, dealing with leveraged finance and commercial real estate finance. Phillips holds a bachelor's degree in economics from Middlebury College.

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Biren Bhandari

Director, Private Equity & Co-Investments

CM Capital Advisors

Biren Bhandari is Director at CM Capital Advisors where he manages the venture capital and private equity fund portfolio, in addition to leading co-investment activities. Previously, he worked in the strategy & corporate development at Ancestry.com. Prior to that, he was an associate at The Riverside Company. Bhandari holds an MBA and B.S. in finance from the University of Pennsylvania - The Wharton School.

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Arjun Kapoor

Investment Professional, Special Opportunities Fund

MSD Partners

Arjun Kapoor is an investment professional on the special opportunities fund at MSD Partners, L.P., the single-family office of Michael Dell. Prior to joining MSD, Kapoor was an associate and summer analyst at Morgan Stanley. Kapoor holds a B.A. in mathematics and economics from Columbia University.

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William Orum is a partner at Capricorn Investment Group, where he leads marketable investment strategies and oversees asset allocation and risk management. Prior to joining Capricorn in 2004, Orum was an investment banker in Merrill Lynch's global industries group from 2002 - 2004. He holds a B.A. in political science from Amherst College and an MBA from New York University.

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David Vennettilli is vice president of Schwartz Capital Group, which invests across public and private markets. Previously, Vennettilli was an associate at GTCR Golder Rauner, a private equity firm; an analyst at Moelis & Co, an investment bank; and an analyst at Lehman Brothers. He holds a BBA from the University of Michigan. Show more

John Hughes joined Fremont Private Holdings in 2015 as vice president, where he sources, evaluates and executes private investment opportunities. Prior to joining Fremont, Hughes worked on private equity and debt investments as a vice president at PineBridge Investments, a global asset management firm. Earlier in his career, he worked in the investment banking division at Bank of America Merrill Lynch. He holds a B.S. in economics from The Wharton School of the University of Pennsylvania.

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Christopher Lai is an investor and the director of consumer and retail investments at Horizons Ventures, the private investment arm of Mr. Li Ka Shing. Based in Hong Kong, Lai invests across the technology landscape globally and manages the consumer and retail technologies portfolio for Horizons; he is currently also the co-Chairman of Celsius Holdings (NASDAQ:CELH). Lai was previously a mergers and acquisitions investment banker in New York with Mooreland Partners, specialising in TMT cross-border M&A and corporate finance. He was a key team member on numerous transactions, including Magnolia in the sale of its patent portfolio to Google; Newbay’s acquisition by RIM; and Xigo acquisition by Dimension Data. Lai is a graduate of Columbia University. 

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Michael Pidhirskyj

Director, Fixed Income

Pitcairn

Michael Pidhirskyj is director of fixed income at Pitcairn, where he leads research efforts across both traditional fixed income and credit-related strategies. He is responsible for overseeing all fixed income mangers on the investment platform including manager selection, due diligence, and oversight. Pidhirskyj is a member of the Investment Strategy committee and the Due Diligence committee and attends meetings of the Investment Policy Committee. He has 13 years of experience in the investment management industry, including over 10 years in fixed income. Prior to joining Pitcairn in 2016, Mike was a senior investment analyst on the manager research team at SEI Investments and a member of the Manager Research Committee. A graduate of La Salle University, Mike holds a B.S. in business administration with a dual major in finance and management information systems and an MBA with a concentration in finance.

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Evan Harwood is vice president at Equity Group Investments, the single-family office of Sam Zell. He sources and evaluates credit and equity investment opportunities in the public and private sectors; negotiates and structures transactions; and partners with portfolio company operators to drive value. He is also responsible for market-facing and trading activities at EGI. Prior to joining EGI in 2010, Harwood served as an associate at Trust Company of the West, where he focused on special situation investing, primarily in distressed debt and restructurings. Earlier, he was an investment banking analyst in the Leveraged Finance group at Citigroup where he was involved in a variety of debt capital-raising transactions, including leveraged buyouts, corporate-to-corporate acquisitions and other debt financing activities. He received a BBA from the Goizueta Business School at Emory University where he graduated magna cum laude and was elected to Beta Gamma Sigma.

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D. Jeffrey Dramstad is assistant vice president at Clark Enterprises, where he leads the investment strategy and due diligence efforts. Dramstad and his team oversee Clark Enterprises’ marketable securities portfolio that supports corporate, family and charitable interests and are responsible for all aspects of asset allocation, investment policy, manager sourcing and due diligence. Prior to joining Clark Enterprises, he held a number of investment roles with Ullico Inc., an insurance and financial services firm. Dramstad is a graduate of Radford University with a B.S. in finance and holds the chartered financial analyst designation. He is actively involved with the U.S. Soccer Foundation, serving on the Grants Committee and the DC Leadership Council.

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Sarah Overbay

Director, Private Investments

Marron Capital

Since 2011, Sarah Overbay has served as director of private investments at Marron Capital. Previously, Overbay held positions at Freeman Spogli Management Co., a private equity firm; ACI Capital Co., a private equity firm; and in the mergers and acquisitions group at JPMorgan & Co. Overbay holds a B.A. in public and international affairs from Princeton University and an MBA from Harvard Business School.

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