Ashkan Marsh

Newbrook Capital bases their security selection on fundamental business and security analysis. In making investment selections, the firm relies on several factors such as market valuation, competitive market position, profit and growth outlook, management capabilities, capital structure and cash flow generation properties. Their investment committee is responsible for the oversight of the investment process and to maximize opportunities by sizing them correctly.

Provides brokerage services

Functions as a College/University

Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology.

Cota Capital seeks investment opportunities in public and private companies located in the United States. The firm focuses on the modern enterprise technology sectors. It participates in seed, early and later stage capital requirements.