Private markets have consistently outperformed public markets. But, alternative investments have historically been exclusive to access and difficult to diversify unless you have endowment-level capital to deploy.
At Gridline, we believe that everyone should be able to emulate what the smartest investors are doing with their portfolios, but we recognized no system was in place to provide this unfettered access. So we built one.
Doug provides decades of investing experience and a network of top-tier private equity fund managers, peers from large single-family offices, and best-in-class service providers. Previously Chief Investment Officer of RFA Management Company, LLC, a large multi-billion single-family office, where he created investment Policies & Procedures and constructed a significant Private & Alternatives investment portfolio. Prior to that, Doug was Vice President, Equity Research and Senior Portfolio Manager for Cornercap Investment Counsel, and was co-portfolio manager for a ’40 Act mutual fund.
Charles is responsible for manager screening, diligence, and internal reporting. He takes the lead on credit opportunities, following his previous experience analyzing fixed income investments in Wells Fargo’s Investment Portfolio. Charles received his MBA from the University of Virginia Darden School of Business, where he served as Chief Investment Officer for student-run Darden Capital Management and interned at the University of Virginia Investment Management Company (UVIMCO) with a focus on Private Equity. Charles has been a CFA Charterholder since 2019.
Previously, Greg was in sales, marketing and investor relations at three different investment managers. Prior to this, he worked at two different global investment banks in Sales & Trading.
An alternative investment veteran previously working in the self directed IRA custody space with PENSCO, IRA Services and Forge Trust focused on supporting RIA's, Family Offices and investment platforms. Travis attended UCLA where he was a member the Track team competing in the pole vault. In his spare time he enjoys playing guitar, surfing, skiing and coaching youth hockey.
Previously Business Development at SADA, a cloud consulting firm that was named Google Partner of the Year. Before SADA, Jack attended Lehigh University.
After working for 4 years professionally as an actor, Christopher made the switch to full-stack software engineering. Here at Gridline, his focus is primarily on back-end development, where he implements scalable, secure, and efficient API's for both client-facing and internal tools.
Previously, Full Stack Engineer at Five Tier, Faculty Member at Parsons School of Design. Jeremy brings years of experience building client-facing applications and delivering scalable solutions.
Previously Software Development Engineer in Test (SDET) at BetterCloud a SaaS Management Platform. Before BetterCloud, he was a Software Test Engineer at Pursuant Health, a health screening kiosk company. Dave brings years of experience in front-end, back-end, automated, and manual testing.