Isabella Patten is a multifaceted professional with experience across multi-family office wealth management, alternative investments, and creative brand-building. She currently works at a multi-family office, where she manages key client relationships, coordinates across family generations, and delivers detailed balance sheet and investment performance reporting. Her background includes capital raising for emerging alternative investment funds, helping connect private investors with high-potential strategies across hedge funds, private credit, and venture capital.
Earlier in her career, Isabella served as an executive assistant at a single-family office, supporting executive operations. In parallel with her finance career, Isabella is passionate about fashion and content creation—curating and producing digital media that brings products and ideas to life. She thrives at the intersection of strategy and storytelling, with a strong interest in building brands, forming strategic partnerships, and launching ventures that combine financial acumen with creative vision.More...
Fatima Teixeira
Personal/Executive Assistant@Family office
Verified
I thrive on challenges and possess a passion for continuous learning.
With a proven track record of excelling in various roles and industries, I am a fast learner with a drive to exceed expectations and contribute effectively to new environments.
Now seeking a new challenge where I can leverage my skills, passion, and adaptability to make a meaningful impact and continue my journey of growth and development.More...
Matt Graziano
Trader and investor@Family office
Verified
Matt Graziano is a seasoned trader and investor at a prominent family office, where he leverages over a decade of experience in financial markets to drive strategic asset growth. Known for his keen analytical skills and innovative approach, Matt has consistently outperformed market benchmarks, contributing to a 20% annual increase in portfolio value over the past three years. He specializes in equities and alternative investments, with a particular focus on sustainable and technology-driven sectors. Outside of work, Matt is passionate about mentoring emerging finance professionals and actively participates in industry panels to share insights on market trends and investment strategies.More...
Kara L
Wealth Advisory Manager@Family office
Verified
I am a seasoned financial professional with over 16 years of experience in tax compliance, accounting, and client advisory services. I hold a Bachelor of Science in Finance and Accounting and am a licensed CPA. I began my career in public accounting, spending four years at a respected firm specializing in tax compliance for individuals and businesses.
I now have 12 years at a local family office, where I play a key role in managing both tax compliance and back-office accounting operations. My work provides me with a deep understanding of high-net-worth financial structures and the complexities of private wealth management.
In my current role, I focus on client service, guiding individuals and families through estate planning, philanthropic strategy, and proactive tax planning. I am known for my analytical rigor and relationship-driven approach, as I am committed to delivering thoughtful, customized solutions that align with each client’s long-term goals.More...
Executive Assistant | Project Coordinator | Optimizer of Time & Energy | Detail-Focused Strategist
I've been an EA for 7+ years and love helping busy executives manage their schedules but more importantly harness their time and energy to focus on what allows them to shine ✨
I consider myself a true Jane of all trades and love learning a little about a lot in order to remain a forever student of life!More...
Gates Torrey
Investment Partner@Family office
Verified
Formerly hedge funds (macro and special sits) and biotech. Founded a healthcare RE/PE firm and ran a tech startup as CEO. Additional extensive investment experience in direct early stage VC and LP stakes across VC/RE/PE/HFs.More...
Kevin Ferreira
Controller, CPA@Family office
Verified
CPA with experience in M&A, financial due diligence, audits, portfolio management, family office operations and alike.
I also provide translation services in Italian and Portuguese.More...
Tamara Benidze
Legal Counsel / Project Manager@Family office
Verified
◻️The Magic Circle law firm background
◼️Private equity fund / Family office experienceMore...
Matheus Martins
Fundadora e CEO@MITZZ Enterprises
Verified
Matheus Martins, as the Founder and CEO of MITZZ Enterprises, your leadership has driven the company to new heights. Despite challenging market conditions, the company has maintained a strong financial performance, demonstrating resilience and adaptability. Our focus on innovation and customer service has resulted in improved customer satisfaction and loyalty. The implementation of new technologies has increased operational efficiency and productivity. Moving forward, we aim to continue our growth trajectory by exploring new market opportunities and investing in our employees' professional development. Your guidance and strategic vision will be crucial in achieving these objectives.More...
Zack Louw
Managing Director@Louw Capital
Verified
I'm passionate about solving problems, especially in Investor Relations and fundraising. Throughout my career, I've consistently tackled challenges head-on and delivered results that not only meet but often exceed expectations. By building strong partnerships and setting clear goals, I've been able to drive successful projects that create real value.
My experience in international business has been a key part of my journey. I've worked across continents, helping businesses grow in new markets and attracting and retaining investors. This hands-on experience has given me a deep understanding of different cultures and how to expand operations across borders effectively.
Alongside my technical skills, I’m also a people person. I believe in the power of strong relationships, whether it’s with colleagues, clients, or senior leaders. I enjoy leading and mentoring teams, making sure everyone is aligned with the company’s goals and set up for success.
I thrive in dynamic environments where I can think strategically and roll up my sleeves to get things done. I’m driven by the opportunity to help businesses grow, innovate, and create lasting value for everyone involved.More...
Dmitrii Chekhin
Data Analyst@Social Discovery Group
Verified
Product Analyst at Magnet app at Social Discovery Group Lab
Data Anaytics consultant for startupsMore...