Drew joined SkyView Investment Advisors in 2022 after working nearly nine years at one of their largest clients, KB Financial, of Princeton New Jersey. He is instrumental in client reporting, education and management as well as research and onboarding. Drew has over 15 years of investment experience working with high-net-worth individuals and institutions. Drew, a Chartered Alternative Investment Analyst, holds …

Javier’s areas of expertise include managing and directing client investments, operations, manager due diligence, market intelligence, and in assisting with macro strategy and investment structuring.   Mr. Perez was previously a Portfolio Manager with BPV Capital  where he constructed investment portfolios with a specific focus on fixed income and government backed securities. Prior to that, he helped launch Cain Brothers Asset …

Provide daily support to clients for their various account needs.  Winthrop Capital Management: Client Associate Managed the data integrity of their Client Relationship Management tool. Maintained client relationships and provided support for their account needs. Provided support to the Portfolio Managers and Research Analysts.    Nordstrom Personal Stylist – Men’s Clothing Maintain a client book with a loyal customer base. Provide excellent customer …

Responsible for identifying and developing solution oriented investment strategies.  BPV Capital Management: Chief Strategic Development Officer Co-Managed investment team encompassing all aspects of internal and external investment strategies. Lead investment strategy/fund development, acquisition and disposition. Cain Brothers Asset Management (CBAM): Co-Founder, CEO & COO Founded CBAM, a Registered Investment Advisor, with $2.0 Billion of assets under management. Responsible for all …

Mark is a 40 year veteran of Wall Street with extensive relationships throughout the financial industry. He previously managed MDS Capital Partners, a fund devoted to the life sciences. Prior to that Mark served as CEO of Burrill Merchant Group a division of Burrill Capital Management which was focused on venture capital in the life sciences sector. He has held …

SkyView principals began working with Dr. Markowitz in the early 1990’s. This magnificent relationship spans decades, and SkyView is honored that Dr. Markowitz serves as a founding member of the firm’s board of advisors. Dr. Markowitz provided the portfolio management foundation supporting the vast majority of global asset management. He’s widely recognized as the “Father of Modern Portfolio Theory”. Likewise, …

Joann has been with SkyView since the firms inception. She supports all executive and office administration making sure that everything functions properly. Joann manages relationships with all third party vendors and support service providers.