People Moves
Who's Moving Where In Wealth Management? - Bessemer Venture Partners, Ocean Financial Services
The latest moves in wealth management across North America.
Bessemer Venture Partners
Venerable venture capital house Bessemer
Venture Partners, which has $4.5 billion of assets, has
promoted Anna Khan to vice president. Khan will begin focusing on
early-stage investments for the firm in consumer businesses and
will continue investing in software companies.
Since Khan joined the business in 2012, she has sourced several of the firm's notable investments, including the customer messaging platform Intercom and the cloud contact center and inside sales technology provider NewVoiceMedia. She also co-authors BVP's State of the Cloud annual report with Bessemer partners Byron Deeter and Kristina Shen.
Based in San Francisco, Khan works with partner Byron Deeter. She has helped with Bessemer's investments in the online learning platform Guild Education, e-sports company Team SoloMid (TSM) and enterprise SaaS optimization platform Zylo. She served as a board observer for Intacct until the company was acquired for $850 million by SAGE Group and currently serves as a board observer for Rainforest QA, Vidyard and Zylo.
Outside Bessemer, Khan is the founder and chair of the incubator Launch X, which she launched in 2015 to help female entrepreneurs raise capital for their businesses.
Bessemer Venture Partners was founded in 1911.
Ocean Financial Services
Florida-headquartered Ocean Bank has appointed five former
employees of EFG International to its wealth management
subsidiary Ocean
Financial Services.
Joining Ocean Financial Services from EFG International are Mario Fernandez, Alexandra Rumié, Henry De Valle, Daniel Cabrera and Maria Luisa De Jesus, it said in a statement.
Fernandez joins Ocean Financial Services as senior vice president. The former director of EFG’s KeyStar Group, Fernandez has 25 years of experience in financial services. Rumié, who has more than 30 years of experience in financial services, oversees the team’s family office offering. Prior to the KeyStar Group, she worked as a wealth advisor at SunTrust Bank and as an international private banker at Grupo Santander.
De Valle focuses on portfolio investment analysis. He has over 18 years of investment services experience. Cabrera and De Jesus join Ocean Financial Services as investment analysts.
