expert guidance without conflicts

our work is informed by decades of investment banking & institutional portfolio advisory for some of the world’s largest institutional investors

billy desai, mba, cfa

managing partner w/20+ years OF investment banking & portfolio management

  • past: Merrill lynch, credit suisse, invesco, lehman brothers, polar capital, & societe generale

  • edu: CFA® charter holder; MBA IESE Business School; B.S. McGill University

  • email: billy@acpfo.com

  • linkedin profile

dan adams

executive partner w/15+ years OF investment banking & institutional advisory

  • past: credit suisse, invesco, & evercore

  • edu: B.A. Loyola Marymount University; CFA® candidate

  • email: dan@acpfo.com

  • linkedin profile