Top Fund Management Experts 2025

In 2015, wealth manager Michael DeMassa, CFA, CFP® left a corporate banking job in order to create Forza Wealth Management from the ground up, with a sole focus on providing sound investment advice to clients. Now, the Fee-Only advisory firm has a team of five providing custom-tailored wealth management services and managing nearly $400 million in assets. Bachelor of Science, Massachusetts Institute of Technology (MIT), 1997 CERTIFIED FINANCIAL PLANNER™ (CFP®), 2003 Chartered Financial Analyst (CFA), 2006 Accredited Estate Planner® (AEP®), 2024

With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.

Dana is an investment management executive with 20+ years of experience in product structuring, marketing, fundraising, investor relations and corporate communications. Before spending the last few years building LUXUS in WealthTech, Dana worked as a Managing Director at Blackstone, Harbinger and with other prominent hedge funds and family offices. She began her career as a lawyer at Schulte Roth & Zabel. Dana has a BA from the University of Vermont and a JD from Benjamin N. Cardozo School of Law.

Ian has over 15 years’ experience in financial services and has managed both bespoke and model portfolios for private clients, charities, and trusts. He has sat on Fund Selection, Asset Allocation, and Alternative investments committees. Ian possesses a detailed knowledge of fund and stock selection, portfolio construction, and asset allocation. He has an interest in financial and economic history, which informs his views. In 2022 he was voted “Wealth Manager of the Year (male)” in the City of London Wealth Management Awards (COLWMA), which was based on client votes. Ian has been quoted in publications including Investors Chronicle, Investment Week, and Citywire Wealth Manager. A Chartered Fellow of the Chartered Institute for Securities & Investment and Chartered Wealth Manager, Ian holds a B.A. (Hons.) in Economic & Social History from the University of Bristol and a Master of Business Administration (MBA) from Durham University Business School.

Investment industry veteran that cofounded a tech startup to help seniors avoid elder fraud. 30 years experience in the investment and insurance business. Experience over a range of asset classes with deep experience in derivatives and risk management. Early adapter of derivatives in insurance portfolios and mutual funds. Built out independent risk organization at two firms. Experienced Chief Risk Officer(CRO) for US and UCITs funds. Demonstrated commercial instinct. Experience with: Investments Product and Strategy Risk Market Risk and Investment Risk Risk Management of UCITS Derivatives, Futures, Options, Swap Silver tech

I understand that your financial success is the result of hard work, dedication, and…

Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.

Sabine Ghali, Managing Director at Buttonwood Property Management, Award Winning Real Estate Broker and an Entrepreneur at heart. Sabine is on a mission to help investors create real estate wealth over time in the Greater Toronto Area. Sabine is published in a number of media outlets, including Toronto Star, The Globe and Mail, Toronto Sun, Entrepreneur, Forbes, and Gulf News, among many others.

Visionary and Entrepreneurial leader that delivers a unique combination of strategic, operational, technical, and transactional expertise in finance, media and tech.

Blake Morgan serves as Managing Partner of Mineral Vault following a career at Google, and, more recently, 10 years experience in mineral interest acquisition and management at Allegiance Oil & Gas and Anthem Oil & Gas. Mr. Morgan is a graduate of The University of Texas at Austin, where he received an academic scholarship to obtain his degrees in Business Honors & Finance. He is a native of Midland, Texas.

Steven Binetter is a New York–based investment professional with nearly 20 years of experience across public equities and private investments. From August 2015 through May 2025, he was a Portfolio Manager at Marshall Wace, becoming a Partner in 2023. Marshall Wace is a global long/short equity hedge fund managing approximately $70 billion in assets. During his tenure, Binetter was the sole investment team representative on the firm’s U.S. Management Committee and delivered strong, consistent returns at scale over an extended period. Binetter joined Marshall Wace when the firm managed approximately $15 billion in assets and had roughly 25 U.S.-based employees. In 2015, he founded and led the Global Industrials strategy, internally known as the Eureka Fund. Launching with approximately $200 million in gross market value, the strategy grew to roughly $1.5 billion by the end of 2016. From 2017 to 2025, it operated between approximately $3 billion and $7 billion in gross market value. He built and managed a team of seven investment professionals, maintaining exceptionally low turnover, with only two departures over a decade. The strategy typically maintained geographic exposure of roughly 75% U.S. and 25% international markets. His sector coverage has included industrials and business services—generally representing more than half of portfolio exposure—as well as technology, media and telecommunications, consumer, non-bank financials, and life sciences tools. In addition to fundamental equity investing, Binetter developed systematic and “quantamental” sub-strategies aimed at enhancing alpha generation and strengthening risk management. He also chaired the quarterly New York investment team meeting, helping align research, portfolio construction, and risk oversight across the broader platform. From January 2021 to May 2025, Binetter served as Co-Portfolio Manager of the MW XO Digital Finance Fund, a private investment vehicle managing approximately $450 million. He played a central role in marketing, launching, and managing the fund, and sourced, researched, and oversaw more than half of its invested capital. Representative investments included Circle, Human Interest, Lukka, TRM Labs, and Accelerant. This work reflected his broader focus on companies operating at the intersection of financial services and technology, particularly those building data, infrastructure, compliance, and insurance solutions for institutional clients.

Michael Maxwell is a senior figure in the investment migration and private capital space, with experience across fund structuring, real estate, private equity, and cross-border investor strategy. He has spent years working with high-net-worth individuals, advisers, and international partners on residency-linked investment structures that are designed to stand on their own merits. He is Managing Partner of Portugal Panorama and co-founder of Aquila Capital. Earlier in his career, he helped build Dixcart Domiciles within the Dixcart Group, advising internationally mobile clients on residency planning and broader strategic considerations. In 2017, he advised on the first Golden Visa-eligible fund established in Portugal. He later helped grow a Portuguese fund platform to seven regulated funds before a successful exit. Today, Michael is Co-Founder and Head of Capital Raising at Ariete Capital, where he focuses on investor relationships, international business development, and the practical side of helping clients use Italian investment structures as a way to gain long-term optionality in Europe. His perspective is shaped by years of working with clients who care about capital preservation, structure, and flexibility as much as lifestyle.

Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

Geetu Sharma is the Founder and Portfolio Manager of AlphasFuture LLC, an investment firm offering equity portfolios and solutions to individual, HNW and Institutional clients. Geetu Sharma is also the Co-Founder and Chief Investment Officer of 95 Impact Partners, the General Partner of 95 Impact ESG Fund. Geetu Sharma serves as a Member of the Board of Trustees of The Blake School. She also serves as the Chair of the Investment Committee and as a member of the Governance Committee of The Blake School.Geetu earned her MBA (with Distinction) from London Business School, UK.

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

Marcel is the founder and CEO at CRYLO®, a crypto wealth management platform fully powered by artificial intelligence (AI) and machine learning (ML) algorithms, providing personalized crypto investment portfolios. Before that, he also founded iMi Blockchain, a global blockchain consulting and Web3 development firm. Marcel served as a board member and managing director in various companies. He was marketing manager at 3M, leading their industrial business in Switzerland. Furthermore, Marcel is a member of the Crypto Valley Association in Zug, Switzerland. Marcel studied Economics, Banking and Finance, in Zurich, Switzerland, as well as Blockchain Strategy at the University of Oxford (Saïd Business School).

Dima Steesy is the President of Bravo Zulu Capital Management. Prior to founding the firm, Dima was a small business owner. He founded a skincare brand while a student at Harvard University, with activations at major venues including the Ritz Carlton and Equinox before growing the company to successful acquisition. Following this, he built one of the largest fire protection companies in San Antonio, serving Fortune 500 clients such as Costco, AT&T, and Barnes & Noble. Dima spent 8 years in the U.S. Navy including 4 years on active duty and the rest in the Reserves. During his service, which included deployments to Afghanistan and the Horn of Africa, he became the youngest credentialed member of NCIS at age 18. He holds a Series 65 license and graduated cum laude from Harvard University.

I am an experienced wealth management and fintech marketing communications leader who has quantifiably shown how to drive greater demand. With over 15 years of experience delivering marketing strategies for fintechs and financial service firms, I have been sought out to create, from the ground up, the messaging and marketing programs that will quantifiably move the needle in driving brand awareness and revenue opportunities for an organization. After years of delivering marketing programs, I can anticipate challenges, get in front of them, and deliver on-time, on-budget solutions. Over the course of my career, I have had the good fortune to learn how to optimize marketing best practices and professional development. It gives me great pleasure when I am able to share what I have learned with my team and create an environment that allows for their professional growth and development.