Adam Justin Packer
Chief Investment Officer bei SineCera Capital LLC
Profil
Mr. Adam J.
Packer is a Partner & Chief Investment Officer at SineCera Capital LLC.
He is responsible for overseeing the due diligence and investment selection process for all investments, both public and private, for SineCera Capital.
Prior to joining SineCera Capital, he managed the due diligence team at MicroVentures, a leading equity crowdfunding platform that has helped raise over $200 million in venture capital for more than 250 companies.
Previously, he also managed the institutional due diligence process for one of the largest retirement consulting teams at Morgan Stanley.
There, he built and oversaw investment portfolios for large defined contribution and defined benefit plans, and high net-worth clients.
He earned his BA in Business Economics from the University of California at Los Angeles (UCLA), with minors in Accounting and Philosophy.
He is both a CFA and CAIA charterholder.
Aktive Positionen von Adam Justin Packer
| Unternehmen | Position | Beginn |
|---|---|---|
SineCera Capital LLC
 SineCera Capital LLC Investment ManagersFinance SineCera Capital LLC is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Kevin A. Kaylakie in 2019. SineCera Capital offers investment advisory services to high-net-worth individuals, family offices, trusts, estates, businesses, and private foundations. | Chief Investment Officer | 01.08.2019 |
Ehemalige bekannte Positionen von Adam Justin Packer
| Unternehmen | Position | Ende |
|---|---|---|
MicroVenture Marketplace, Inc.
 MicroVenture Marketplace, Inc. Investment ManagersFinance MicroVenture Marketplace, Inc. provides investment services. The firm owns and operates an online platform that enables start-ups and existing small businesses access to early-stage capital investment and micro investments. It conducts due diligence on startups and then if approved the company helps them raise capital from angel investors. The company was founded in 2009 by William M. Clark and is headquartered in Austin, TX. | Corporate Officer/Principal | 01.06.2019 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01.01.2014 |
Ausbildung von Adam Justin Packer
| University of California | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
SineCera Capital LLC
SineCera Capital LLC Investment ManagersFinance SineCera Capital LLC is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Kevin A. Kaylakie in 2019. SineCera Capital offers investment advisory services to high-net-worth individuals, family offices, trusts, estates, businesses, and private foundations. | Finance |
MicroVenture Marketplace, Inc.
MicroVenture Marketplace, Inc. Investment ManagersFinance MicroVenture Marketplace, Inc. provides investment services. The firm owns and operates an online platform that enables start-ups and existing small businesses access to early-stage capital investment and micro investments. It conducts due diligence on startups and then if approved the company helps them raise capital from angel investors. The company was founded in 2009 by William M. Clark and is headquartered in Austin, TX. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
