Strategy Focus:

Hedge Funds, Private Equity, Private Credit, Real Estate, Direct Deals

Carl Ports, CFA

CEO & Founder

Mr. Carl Ports has over 25 years of experience in institutional investment management. Previously, he was head of business development and a product specialist at a biotech hedge fund, DAFNA Capital.

Prior to this, he led due diligence across a variety of alternative investments at family offices and large institutions, including Alliance Bernstein, where was Managing Director, Alternative Investments.

Earlier in his career, he worked in risk management at the University of California, and as an equity analyst at SSI Investment Management, a multi-strategy hedge fund. Carl is a CFA charter holder and has taken a variety of post-graduate investment courses at Columbia Business School and Harvard Business School.

Mr. Ports currently holds the Series 7 & 63 registrations with FINRA.