Shilpa Mathai

Shilpa Mathai
Managing Director

Ms. Mathai has over 17 years of experience in investment banking, across public and private markets, in multiple geographies. She has worked in buy and sell-side capacities with global asset managers and has a strong breadth of strategic and operational skills in multiple asset classes. Ms. Mathai has a proven track record of capital formation and is a relationship builder with expertise in portfolio management, leading investor consortiums, transaction structuring, manager selection, marketing, and origination. She graduated with degrees in Economics and Commerce from Stella Maris University, India; Diploma in Journalism from the UK; and holds FINRA SIE, Series 63, and 82 licenses.