Portfolio Manager & Founder play a crucial role in any startup. It takes an extraordinary person to fulfil the Portfolio Manager & Founder role. We have selected these Portfolio Manager & Founder’s for this list as they are inspiring for a variety of reasons – whether that’s pushing boundaries, creating groundbreaking products, or doing their bit to save the world.
Our analysts did their best to select be best, and most innovative Portfolio Manager & Founder’s. The list is in no particular order!
Sean Stiefel
Portfolio Manager & Founder @ Navy Capital
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Sean Stiefel founded Navy Capital in 2014, where he manages a long/short portfolio structured to minimize beta to the overall market by using bottom-up and fundamental analysis. Prior to founding Navy Capital, Mr. Stiefel was a research analyst and trader for Northwoods Capital Management Partners, a global long/short fund with a fundamental value and special situations investment strategy. Mr. Stiefel had previously served as an associate within an equity long/short fund at Millennium Partners, and he began his career as an equities trading analyst for Barclays Capital. He is a graduate of the University of Southern California’s Marshall School of Business.
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Olaf Siedler
Portfolio Manager @ Schroder Ventures
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Sebastian Shea
Portfolio Manager – Private Equity @ Abu Dhabi Investment Authority
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Jan Schuster
Portfolio Manager – Private Equity Division @ Abu Dhabi Investment Authority
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Sabine Khater
Portfolio Manager @ Citi Ventures
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Barnaby Weiner
Portfolio Manager @ MFS Investment Management
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Andrew Sinclair
Partner & Portfolio Manager @ Abingworth
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Andrew has more than 10 years experience as an analyst in the pharmaceutical and biotechnology sectors. He joined Abingworth in 2008 from HSBC Global Markets, where he was Senior Equity Analyst, Director, responsible for investment research in the mid-cap pharmaceutical sector. Previously, Andrew held biotechnology analyst positions at Credit Suisse and SG Cowen. He completed a PhD in Chemistry and Genetic Engineering at the BBSRC Institute of Plant Science, Norwich, and holds a BSc in Microbiology from King’s College London. Andrew qualified as a chartered accountant with KPMG. At Abingworth, he evaluates opportunities in public companies and is a fund manager for open market transactions.
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Matthieu Ressencourt
Portfolio Manager @ SILEX
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Alper Ozturk
Portfolio Manager, Private Transactions @ RP Capital Group
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Alper Ozturk is a Principal at RP Capital Group. He joined RP Capital in January 2005 and is responsible for origination, evaluation, structuring and execution of investment opportunities for the Fund’s mezzanine investments. Alper worked on numerous transactions in Turkey, Russia, Poland, Romania, India and Africa and his transaction experience covers financial services, retail, consumer goods, natural resources, construction materials and real estate industries. In Turkey, he led RP Capital’s investments and successful exits in BankPozitif, Bimeks and Ihlas Holdings. He also represents RP Capital on the boards of various portfolio companies.
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Steven Paget
Managing Director and Portfolio Manager for European Performing Credit @ Angelo Gordon
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Mark Rushton
SOLIDWORKS Product Portfolio Manager, Design & Engineering Products, 3DEXPERIENCE Works @ Dassault Systemes
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Mark Rushton is a Product Portfolio Manager for SOLIDWORKS, in the Desktop products team, focused on Additive Manufacturing. Mark has been involved with 3D CAD and 3D Printing for over 15 years in several capacities from research to consulting for the likes of Rolls Royce, GE, JCB and Dyson.
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Hiram Hamilton
Portfolio Manager @ Alcentra Capital Corporation
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Vandana Bangera
Product Portfolio Manager @ Charles Taylor
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Charles Taylor is a provider of professional services to clients across the global insurance market. Read more aboutCharles Taylor on Crunchbase…
Douglas Weirens
Portfolio Manager, Liquid Investments @ RP Capital Group
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Douglas Weirens is a Principal at RP Capital Group. Douglas joined RP Capital in August 2005 and has over 23 years experience in financial markets. Douglas started his financial career at Salomon Brothers Asia Limited in Tokyo, Japan in 1990. From 1993-1997, he was head of Japanese Portfolio Trading at Lehman Brothers Japan, and from 1997 to 2003, Douglas ran Portfolio trading and was co-head of Japanese equity and equity Derivative Product at Merrill Lynch Japan Sec. In 2003, Douglas moved back to New York to trade proprietary for Merrill Lynch before joining RP Capital. Douglas has a BA in Physics from St Cloud State University in Minnesota, USA. He studied graduate physics at the University of Tsukuba in Japan and is fluent in Japanese.
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Mike Collis
Portfolio Manager @ Maven Capital Partners
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Mike is a senior consultant helping Maven drive its portfolio management process and responsible for generating and protecting shareholder value, exit planning and monitoring performance. He joined the team at Aberdeen Asset Management in 2001, and was promoted to Head of Portfolio Management in 2005. Mike spent his early career with Arthur Andersen before spending five years in industry serving in CFO roles in the heavy engineering and textile related sectors. He is a Fellow of the Institute for Turnaround and chaired the Midlands Steering Committee until 2011. Mike qualified as a Chartered Accountant in 1992.
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Pim Kalisvaart
Portfolio Manager @ Hawke’s Point
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Pim Kalisvaart is a Portfolio Manager at Hawke’s Point Capital, a UK based mining investment fund. Pim joined Hawke’s Point shortly after its establishment in 2015. Pim has over 10 years experience in mining through various roles in mining investment, including MD at WoodsWater, founder of Xstrata Ventures and investment analyst at Och Ziff. He started his career at JPMorgan as part of their London based metals and mining advisory team.
Learn more about Pim Kalisvaart on Crunchbase…Hawke’s Point seeks to provide capital to companies in the mining and resources sectors. Read more aboutHawke’s Point on Crunchbase…
James Schwerdt
PV Portfolio Manager @ Oxford Capital Partners
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James is focused on the management of Oxford Capitals solar assets with a particular emphasis on consolidation. He built up considerable experience during two years at Lightsource Renewable Energy working on the development of utility scale ground mount solar PV. James received an MSc in Sustainable Cities from Kings College London and has recently passed level 1 of the CFA program. He is a keen squash player and enjoys playing chess and solving numerical puzzles.
Learn more about James Schwerdt on Crunchbase…Oxford Capital is a technology venture capital investor based in London and Oxford. Read more aboutOxford Capital Partners on Crunchbase…
Mark Stevens
Portfolio Manager @ August Equity
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Jon Hodges
VP Product – Head of Buy-Side Portfolio Manager @ FIS
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Charlie Underwood
Founder, Partner & Portfolio Manager @ James Hambro & Partners
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Charlie was a founding member of James Hambro & Partners. He looks after a variety of clients, including onshore and offshore private clients, trusts and charities, with primary responsibility for US equities and third-party collective investments. In 2014 he was named in the PAM ‘Top 40 Under 40’ list of private asset managers. He previously worked at JM Finn & Co and J O Hambro Investment Management and is a member of the Securities Institute. Charlie is part of the Investments team.
Learn more about Charlie Underwood on Crunchbase…JH&P offers institutional-quality investment management to individuals, charities and financialadvisers as well as financial planning. Read more aboutJames Hambro & Partners on Crunchbase…
William Francklin
Partner and Portfolio Manager @ James Hambro & Partners
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William joined James Hambro & Partners in 2017 and has over 30 years’ experience managing portfolios. He first began analysing US equities in 1983 at Morgan Grenfell Asset Management and in 1986 he moved to New York for two years to manage US equities. He has retained a strong interest in the US ever since, making several visits every year to meet company managers, which he believes is fundamental to investment success. William has also managed assets for American clients for many years. As JH&P has SEC authorisation he will continue to do that, managing global portfolios for US family offices and offshore trusts from Europe. Originally from Nottingham, William retains his affection for Nottingham Forest and has a passion for cricket, first nurtured at Trent Bridge.
Learn more about William Francklin on Crunchbase…JH&P offers institutional-quality investment management to individuals, charities and financialadvisers as well as financial planning. Read more aboutJames Hambro & Partners on Crunchbase…
Rosie Bullard
Partner & Portfolio Manager @ James Hambro & Partners
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Rosie manages portfolios for private individuals, trusts and charities. She joined James Hambro & Partners in 2013, having previously worked at HSBC Investments and UBS Wealth Management, and in 2014 was named in the PAM ‘Top 40 Under 40’ list of private asset managers. In 2016, Rosie was included in Spear’s annual list of top wealth managers. She is a Chartered Financial Analyst (CFA) Charterholder and a member of the Chartered Institute for Securities and Investment.
Learn more about Rosie Bullard on Crunchbase…JH&P offers institutional-quality investment management to individuals, charities and financialadvisers as well as financial planning. Read more aboutJames Hambro & Partners on Crunchbase…
Adam Purzitsky
Portfolio Manager @ Brevan Howard Asset Management
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Brevan Howard Asset Management LLP is an investment manager authorised and regulated by the Financial Services Authority in the United Read more aboutBrevan Howard Asset Management on Crunchbase…
Adam Purzitsky
Portfolio Manager @ Brevan Howard Asset Management
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Per Jansson
Portfolio Manager Alternative Investments @ AFA Insurance
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Marc Posso
Portfolio Manager @ Man Capital
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Bradley Jones
Equity Portfolio Manager @ The FSE Group
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Bradley handles deal origination and all stages of the transaction lifecycle along with post investment management for the equity funds at The FSE Group. Bradley joined The FSE Group in January 2010, after completing his BSc honours degree in Management at the University of the West of England, firstly as the Marketing and Events coordinator and moved in March 2010 to the equity team, where he has progressed from fund executive to fund manager. Outside of work Bradley is a keen golfer and skier and enjoys watching rugby.
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Raj Pharhani
Regional Portfolio Manager @ Business Growth Fund
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Business Growth Fund is an influential investor in small and mid-sized businesses. Read more aboutBusiness Growth Fund on Crunchbase…
Joanne Butler
Product Portfolio Manager @ Charles Taylor
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Joanne Butler has over 20 years’ experience in software spanning multiple roles and industries from writing computer programs for banks, to managing a portfolio of Enterprise Risk and Compliance software products. Her current role as Product Portfolio Manager for an InsureTech start up involves managing a wide range of Insurance software products, spread across different technologies and brining new products to the Insurance space. Her areas of expertise are “all things product”; gathering requirements, product roadmaps, market analysis and much more.
Learn more about Joanne Butler on Crunchbase…Charles Taylor is a provider of professional services to clients across the global insurance market. Read more aboutCharles Taylor on Crunchbase…
Katherine Marcham
Portfolio Manager @ Social Tech Trust
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Rosanna Burcheri
Portfolio Manager @ Fidelity International
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Laoise McGarry
Portfolio Manager @ Downing Ventures
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James Beck
Partner & Portfolio Manager @ James Hambro & Partners
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James joined James Hambro & Partners in July 2017 and looks after portfolios for onshore and offshore private clients, trusts and charities. James began his career at James Capel Investment Management (latterly HSBC Investment Management) and was a founding partner of Cheviot Asset Management in 2006. James is a Chartered Fellow of the Chartered Institute for Securities and Investments.
Learn more about James Beck on Crunchbase…JH&P offers institutional-quality investment management to individuals, charities and financialadvisers as well as financial planning. Read more aboutJames Hambro & Partners on Crunchbase…
Frederick Khumalo
Senior Portfolio Manager @ Legion Finance Trade Limited
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Frederick Khumalo is a the Senior Portfolio Manager for Legion Finance Trade Limited’s project funds. In this role, he is responsible for leading strategic growth initiatives and managing investment performance for the Company’s global project finance lending Prior to joining Legion Finance Trade Limited, Frederick was the Senior Asset Manager for Barclays Wealth Management in Leichester, responsible for underwriting, executing and managing domestic and international investments across both real estate and infrastructure markets. Frederick spent eight years working with the Barclays group, where he most recently served as the Regional Account Manager in the investment banking sector. Prior to this, Frederick was nominated as the best investment banker of the year in 2005, his outstanding performance gave him the position of the Senior Investment Manager at Blackrock. Frederick Khumalo holds a Bachelor of Business Administration – BBA Field Of Study Banking, Corporate, Finance, and Securities Law and Master of Business Administration – MBA Field Of Study Banking and Financial Support Services.
Learn more about Frederick Khumalo on Crunchbase…We are private limited company whose aim is to provide expert financial service to clients in areas of Project Financing and Loan Funding Read more aboutLegion Finance Trade Limited on Crunchbase…
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David Friedland
