JM

Joni Mancini

Managing Partner at Medical Excellence Capital

Manhasset, New York

Investor
VC

Invests in

Stages:

Series A
Seed

Locations:

New York

  • Min Investment:

    $100,000.00

  • Max Investment:

    $5,000,000.00

  • Target Investment:

    $1,500,000.00

Skills

Financial Oversight
Wealth Transfer
Investment Performance
Financial Accounting
CPA
Wealth Management Services
Budgeting
Forecasting
Financial Analysis
Financial Reporting
Cash Management
International Financial Reporting Standards (IFRS)
Start-ups
Financial Planning
Tax
Investments
Regulatory Compliance
Strategic Planning
Private Equity
Trusts

Education

Work Experience

Medical Excellence Capital, LLC

2021

  • Managing Partner

    2021

    MEC is an early-stage life science venture fund that leverages the Medical Excellence Group platform, a global private health advisory service for over 300 family offices, and a highly-curated medical research network of 1,100+ experts and leaders across 33 major academic medical and research centers in the US.

Artemis Wealth Advisors, LLC

2006 - 2021

  • Chief Financial Officer

    2006 - 2021

    Chief Financial Officer of Artemis Wealth Advisors and its affiliate, Orion Capital Management, collectively managing $1.5 Billion.

The Bridgeford Group, Inc - (a subsidiary of Mizuho Corporate Bank, Ltd)

1990 - 2006

  • Financial Controller/Financial & Operations Principal

    1990 - 2006

Deloitte

1986 - 1990

  • Senior Accountant

    1986 - 1990