2015 Advisory Portfolio 
The TRADE
JULY 3, 2023
New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. Kirk first joined Liquidnet as an equity trader in February 2015 after also previously serving in a similar role at BTIG. His next role is unconfirmed.
Tyton Partners
NOVEMBER 28, 2023
Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. To further empower our founders, we connect them with our extensive network through our pro-bono Expert Advisory Council. million women.
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The TRADE
NOVEMBER 6, 2023
Beginning her career at Dresdner Kleinwort Benson as director and head of portfolio sales trading in 1997, she later went on to spend six years at JP Morgan, initially as an executive director and head of execution sales responsible for electronic and portfolio trading and ETFs.
Peak Frameworks
SEPTEMBER 19, 2023
The oil price drop in 2015-2016, for example, forced many firms to adjust their budgets to the new market reality. Here, the aim is to track the performance of portfolio companies and ensure they are operating at peak efficiency. Periodic Review and Adjustment: Budgets aren't static.
Growth Business
MARCH 1, 2024
A private equity investor’s track record in structuring their investments conservatively, supporting sustainable growth at their portfolio companies, and adhering to a set of established investment principles throughout the economic cycle has great importance.
The TRADE
APRIL 30, 2025
Originally joining Glenmede in 2015 as an equity trader, she took on her role heading up the buy-side firms equities trading business in 2017. You have to understand how they function, why they function and what’s the best route for you and your team to accomplish what your portfolio managers’ goals are.
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