Profil
Steve is the Co-Founder and Managing Partner of 3SPOKE and is responsible for all aspects of the management and strategic direction of 3SPOKE.
As an early pioneer of structured venture lending, Steve created a new way to provide liquidity to stakeholders of leading venture backed private companies (including individual executives & shareholders, General Partners, and Limited Partners) prior to an IPO or sale.
Steve directs the firm’s investment process and chairs the 3SPOKE Investment Committee.
Steve was a Founding Partner of VSL Partners; Co-manager VSL Partners, LP and VSL Partners II, LP.
As a Co-founder, Steve conceptualized the firm’s investment strategy and was instrumental in the development of the firm’s unique transaction structure.
Steve led deal sourcing and execution for a significant percentage of the firm’s portfolio investments and co-investments across the firm’s two investment funds and was a member of the VSL Investment Committee.
Managing Director, Citi Private Bank: Steve joined Citi following the spin-off of Smith Barney to a JV with Morgan Stanley to aid in the strategic development of a global, fee-only investment advisory offering for clients of the Private Bank.
Director, Harris myCFO Investment Advisory Services: Steve led the investment team in the U.S.
Western Region for a national multi-family investment office.
Steve directly managed many of the firm’s largest and most sophisticated family relationships, representing over $4.5 Billion in assets directly under advisement, with combined overall net worth exceeding $40 Billion.
Steve was a member of the firm’s Asset Allocation, Alternative Investment and Executive Committee’s.
Aktive Positionen von Steve Gold
Unternehmen | Position | Beginn |
---|---|---|
3spoke Capital
3spoke Capital Investment ManagersFinance 3spoke Management LLC (3spoke Management) is a private equity firm founded in 2017 by Steve Gold and Ian Leisegang. The firm is headquartered in San Francisco, California. | Gründer | 01.07.2017 |
VSL Associates Ltd. | Gründer | 01.04.2014 |
Ehemalige bekannte Positionen von Steve Gold
Unternehmen | Position | Ende |
---|---|---|
Skyline Advisors
Skyline Advisors Investment ManagersFinance Skyline Advisors provides investment banking and financial services. | Private Equity Investor | 01.04.2016 |
SharesPost, Inc.
SharesPost, Inc. Financial ConglomeratesFinance SharesPost, Inc. provides private securities investments services. It offers buying and selling private securities, and liquidity programs for companies. The company was founded by Greg B. Brogger in January 2009 and is headquartered in San Francisco, CA. | Private Equity Investor | 01.05.2013 |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Private Equity Investor | 01.07.2011 |
Harris myCFO, Inc.
Harris myCFO, Inc. Investment ManagersFinance Harris myCFO, Inc. provides integrated financial services. They provide business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth-transfer services. The company was founded in 1999 and is headquartered in Chicago, IL. | Private Equity Investor | 01.05.2010 |
Ausbildung von Steve Gold
George Washington University | 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 | 6 |
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3spoke Capital
3spoke Capital Investment ManagersFinance 3spoke Management LLC (3spoke Management) is a private equity firm founded in 2017 by Steve Gold and Ian Leisegang. The firm is headquartered in San Francisco, California. | Finance |
VSL Associates Ltd. | |
Skyline Advisors
Skyline Advisors Investment ManagersFinance Skyline Advisors provides investment banking and financial services. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
SharesPost, Inc.
SharesPost, Inc. Financial ConglomeratesFinance SharesPost, Inc. provides private securities investments services. It offers buying and selling private securities, and liquidity programs for companies. The company was founded by Greg B. Brogger in January 2009 and is headquartered in San Francisco, CA. | Finance |
Harris myCFO, Inc.
Harris myCFO, Inc. Investment ManagersFinance Harris myCFO, Inc. provides integrated financial services. They provide business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth-transfer services. The company was founded in 1999 and is headquartered in Chicago, IL. | Finance |