Tracy McWilliams, Chief Executive Officer

Manages Single Family Office.

Former Investment Banker, structured financial instruments for corporates, governmental agencies, non-profit 501(c)3 organizations and manufacturers. Established a private placement finance program for corporations and government through a joint powers authority. Established a national finance program for public agencies. Drexel Burnham, Kemper, Smith Mitchell Investment Group, an early women owned investment banking firm, CSCDA.

Investor, Board Member, Advisor personal capital invest in and advise portfolio of companies in financial technology, real estate technology, Artificial Intelligence, and private/alternative investments.

Early Stage Investor in Private FinTech, RealTech and Bioscience Companies including PayForward, Random Forest Capital (sold to Franklin Templeton), Crowdstreet, Realty Mogul, Vebu, Potrero Medical, Valencia Technologies and Bioscience.

Established the Early-Stage Leadership Council.

Co-Founded the Digital Evolution Institute.

University of Southern California Business, Finance Bachelor of Science