Mr. David Yepez is a former Portfolio Manager and Investment Analyst with experience analyzing public and private investments, Real Estate, Mutual Funds, and Insurance Products. Mr. Yepez managed multiple Equity funds and was able to increase Assets Under Management (AUM) from $100mm to $500mm in seven years. Mr. Yepez has made regular guest appearances as a commentator and contributor to media networks including Wall Street Journal, Forbes Magazine, CNBC, Bloomberg Technology, and Kiplinger, among others networks and publications.

Currently, Mr. Yepez is part of the prestigious Private Equity Venture Capital Program at Columbia University in New York City. Mr. Yepez is a Chartered Financial Analyst (CFA) and has a CAIA designation.

Mr. Yepez is passionate about working with companies to achieve their exponential growth and providing investors with access to the next Unicorn companies of the decade. David loves swimming, playing soccer, and traveling abroad. Mr. Yepez is a Chartered Financial Analyst (CFA), has a CAIA designation, Series 7 and Series 63 certification.