Mr. Jim Okun is a Managing Partner at Anchor Capital Securities, LLC.
Anchor Capital Securities, LLC offers services for investment capital for disruptive startups and founders aiming to scale. They leverage an extensive network of private investors and industry leaders to connect founders with the capital and expertise necessary to grow in the modern economy.
Mr. Okun has held positions as the Director of QW Ventures and Strategas Securities. Additionally, he has served as a Senior Examiner at FINRA. Through his diverse experiences, Mr. Okun has worked with investors by providing clarity in a rather opaque market. He works to always provide a premier level of client service by assisting investors and shareholders in navigating the private (pre-IPO) market. He focuses on providing liquidity discreetly and efficiently to shareholders of privately held companies while delivering unique access to pre-IPO deal flow to his institutional investor client base.
Mr. Okun also provides institutional investors with opportunities to transact in private shares in late-stage venture-backed companies.
Mr. Okun holds both Bachelor’s and Master’s Degrees in Accounting from Wagner College. He also played professional lacrosse for the Chesapeake Bayhawks.
Mr. Okun holds the series 7, 24, and 63 licenses with FINRA.