Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including John
Work Experience
Chief Investment Officer
2019
2018 - 2022
Chief Executive Officer
2021 - 2022
Deal Box is an industry leader in capital markets strategy. A specialty consulting firm with a strong blockchain focus, Deal Box utilizes both traditional and digital securities to enhance capital formation and liquidity for early ventures and growth-stage companies. Through an industry leading Investment Packaging diligence process, Deal Box digitizes highly-vetted securities in private companies to redefine the ownership experience for retail and professional investors. Founded in 2016, Deal Box was created to democratize the capital markets. Through an institutional level approach to capital formation and best-in-class technology, Deal Box has packaged hundreds of early-to-mid stage companies, generating millions in both direct and syndicated investments over the last four years. Beginning in late 2020, Deal Box launched its newest business division, "Digital Asset Solutions" focused on equipping private companies with pre-exit liquidity solutions via direct listings on blockchain based Alternative Trading Systems (ATS). The launch of this division is commensurate with Deal Box's long term goal of revolutionizing capital markets utilizing blockchain technologies and has tremendous implications for the growth of Deal Box.
President & Chief Investment Officer
2018 - 2021
2015 - 2018
Director of Operations
2015 - 2018
At its core, Sterling Global Strategies is a research focused firm. We service both institutional and retail clients with a variety of investment strategies and proprietary products. Our collective team brings over 100 years of industry experience through a small group of advisors and portfolio management experts. Since it's inception in 2008, Sterling has maintained a relentless commitment to transparency, value creation and strategy expansion. Using our proprietary algorithms, Sterling sets out to achieve our mission of Creating Wealth by Preserving Capital, a simple yet powerful statement that each partner of the Sterling team believes is the sole secret to investing success over multiple market cycles and types. We offer a diverse set of expertise from retail portfolio management, to institutional allocation construction all the way to frontier industry investing covering nearly all facets of the asset management spectrum.
2013 - 2015
Financial Advisor
2013 - 2015
2012 - 2013
Derivatives Trader- Metals & Energy
2012 - 2013