Corporate Investment Experts 2025

Most business owners build successful companies long before they build the financial infrastructure required to scale, raise capital, or exit. That gap is where I operate. I’m the Founder of Golden Tree Capital Architecture, a firm that helps business owners design the financial infrastructure behind their companies through CFO-as-a-Service, tax strategy, and capital structuring. Our work focuses on companies that are: • Scaling rapidly • Preparing for capital raises • Navigating complex tax and financial structures • Planning for an exit or liquidity event Through Golden Tree, we help owners implement what I call Capital Architecture — the strategic design of financial systems that support long-term growth and wealth creation. This includes: • CFO-as-a-Service for growing companies • Advanced tax planning and entity structuring • Financial modeling and capital strategy • Exit and succession planning • Coordination with RIAs, attorneys, and investment partners Our clients range from founders and family-owned businesses to middle-market industrial companies and advisory firms seeking deeper financial strategy. Before launching Golden Tree, I worked inside large financial institutions and spent years advising entrepreneurs across multiple industries including manufacturing, technology, logistics, and professional services. Today, our mission is simple: Help business owners turn financial chaos into financial architecture.

Vignesh Coumarane is the founder of InvestEd (the-invested.com) and author of the Financial Decision Intelligence Framework — a simulation-native architecture that lets anyone model financial decisions before committing, without surrendering bank credentials or personal data. He serves as Manager of Data Analytics at Lincare (a Linde Company), with over a decade of experience across finance, healthcare, and AI-driven analytics. A 4x LinkedIn Top Voice and Times Square Top Data 100 honoree, he writes the Before You Invest newsletter on structured thinking for financial decisions in an AI world.

Jake Geiger has expertise in financial modeling, investment evaluation, and strategy. With a background working in family offices, private equity, and his own company, he has a proven track record of leading teams to assess international business opportunities and drive growth. Jake specializes in business valuation, financial analysis, and strategic development. He is available to provide expert insights on family offices, strategy/management, and alternative investments.

CA Prateek Mittal is a seasoned financial expert and IBBI Registered Valuer with over two decades of experience in business valuations, corporate finance, and strategic advisory. As the Director of Valuations at [FinVal Research & Consultancy](https://finvalresearch.in), he specializes in delivering high-authority compliance and advisory solutions, including ESOP valuations, corporate guarantee valuations, and startup advisory. A thought leader in the evolving corporate landscape, Prateek frequently publishes insights on cutting-edge industry shifts, from integrating AI and Big Data into valuation practices to navigating ESG compliance risks and supply chain crises. Alongside his valuation expertise, he serves as a Virtual CFO, helping businesses optimize their financial strategies, secure fundraising mandates, and drive operational efficiencies. --- ### Key Media Angles & Topics I Can Comment On: * Regulatory & Compliance Valuations: Deep dives into ESOPs, Corporate Guarantees, and international accounting standards. * The Intersection of Finance & Tech: How AI, big data, and automated tools are transforming modern valuation models. * Startup Ecosystem & Fundraising: Strategic structuring, mid-market growth challenges, and investment readiness. * Risk Management: Evaluating ESG compliance risks and implementing Virtual CFO frameworks during economic volatility.

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

I work with founders doing $1M–$25M in revenue who have built income from their business but never built a transferable asset. Most of these businesses won't sell at the number the owner has been counting on, and the reasons are usually structural: the business depends on the owner, the entity isn't built for a clean exit, and the tax exposure was never modeled against an actual sale. By the time someone calls a banker, the decisions that determine the outcome were made years earlier. At Big Life Financial, a fractional family office for founder-led businesses, and at Fielding Global a boutique management consultant firm, we help with exit planning, tax strategy, investment management, asset protection and business advisory as one integrated system rather than separate vendors solving separate pieces. I speak and write on the difference between running a business and investing in one, and on what it takes to create the generational wealth so many desire.

Corporate Strategy Consultant focused on building market expansion strategies, M&A target identification, new product introduction, new investment opportunities and board communication. Worked on varied business sectors including Automotive, Sensors, Appliances and Industrial.Top Writer on Quora for 2017 and 2018. Interests in business and strategy topics.

I develop personalized financial plans for professionals and entrepreneurs, creating and preserving wealth. I empower my clients to take control of their money and help them make wiser financial decisions. My planning process helps clients develop, implement, and monitor a comprehensive action plan designed to align their actions with their intentions.

Peter Reagan is a respected financial strategist at Birch Gold Group with more than 15 years of experience in the precious metals market. His market commentary has been featured in outlets including Newsmax, ZeroHedge, and GoBankingRates. At Birch Gold Group, he helps investors understand how gold and other precious metals can strengthen long-term financial security. His clear guidance and commitment to education have made him a trusted voice in an evolving economic landscape. Known for his practical approach and genuine commitment to investors’ success, Peter makes financial concepts feel accessible and empowering. He brings clarity to uncertainty, helping people make confident decisions about their future. Whether sharing insights in the media or supporting clients one-on-one, he remains focused on education, integrity, and building lasting trust with those he serves.

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

Craig Morningstar – Business Wealth Strategist | Enterprise Sage Craig Morningstar is a Business Wealth Strategist and the founder of Enterprise Sage, where he serves as a “Business Wealth Navigator” for middle-market business owners. With more than 30 years of experience across investment management, operations, and advisory leadership, Craig has worked with hundreds of advisors and business owners overseeing billions of dollars in assets. Over the course of his career, Craig has held senior executive roles including CEO, COO, CIO, CISO, and CCO across multiple financial services firms and platforms. He has been instrumental in building and scaling advisory and TAMP businesses, including leadership roles at firms that grew to billions in assets under management. Earlier in his career, he worked with Charles Schwab Institutional, supporting independent RIAs and helping shape the evolution of advisor platforms. At Enterprise Sage, Craig helps business owners understand what their company is worth today, what it could be worth, and how to close that gap using a structured approach based on the 18 Drivers of Business Value. His work focuses on aligning financial strategy, operations, tax planning, and exit readiness—often years before a sale—to help owners increase enterprise value and extract wealth in a tax-efficient way. Craig is also active in alternative investments, advising advisors and institutions on allocations to uncorrelated strategies such as litigation finance and longevity assets. He works closely with RIAs, family offices, and business brokers to design portfolios and planning strategies for owners before and after a liquidity event. A frequent speaker and podcast host, Craig has delivered presentations to tens of thousands of professionals worldwide. He is the co-author of The Rudolph Factor, a New York Times corporate bestseller focused on identifying and empowering innovation within organizations. Craig is based in Scottsdale, Arizona, and works with business owners across the U.S. who are looking to improve performance, increase valuation, and ultimately sell their businesses for more.

Jay Sunde is an accomplished entrepreneur with deep experience across multiple industries. He began his career in financial analysis, producing complex forecasts and strategic projections for regional and national companies in commercial real estate, residential real estate, and healthcare. Driven by an entrepreneurial mindset, Jay founded a custom homebuilding company in his mid-20s and grew it into a multi-million-dollar business, developing both custom and speculative homes throughout central North Carolina. During the 2008 housing crisis, he successfully pivoted by acquiring two pool and spa retail and service companies. He scaled both operations, overseeing all aspects of the businesses, and later exited through sales in 2012 and 2018. Since 2009, Jay and his wife, Danielle, have partnered to launch, grow, and acquire preschools, daycares, and elementary schools across the Southeast. Along the way, they also acquired the commercial real estate occupied by their schools and built a growing portfolio of residential real estate holdings. Today, their education platform generates more than $5 million in annual revenue, employs over 70 team members, and serves nearly 500 families. Jay is active in numerous entrepreneurial and small business organizations and, for the past eight years, has consistently mentored and advised founders, business buyers and sellers, and individuals seeking greater financial and time freedom through business ownership.

A portfolio of gold and silver IRA research and educational resources I’ve built over the past 14 years.

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)

Ateis Patrimoine est un cabinet parisien de gestion de patrimoine reconnu pour son excellence et son indépendance. Grâce à des accréditations parmi les plus exigeantes du secteur, nous vous garantissons un accompagnement totalement objectif et personnalisé. Chaque conseiller Ateis Patrimoine est certifié CIF, COSB, COA, détient la carte T et possède toutes les compétences juridiques nécessaires. Cette expertise complète nous permet de figurer parmi les rares cabinets français capables de travailler en véritable architecture ouverte, en sélectionnant pour vous les solutions les plus performantes du marché. Nos conseillers disposent en moyenne de 15 années d’expérience acquises au sein de grands cabinets et établissements bancaires français. Notre démarche est simple : analyser votre situation, comprendre vos ambitions, puis vous présenter des stratégies sur mesure, transparentes et réellement adaptées à vos objectifs. Nous vous guidons ensuite dans la mise en place des meilleures solutions pour optimiser durablement votre patrimoine. Avec Ateis Patrimoine, bénéficiez d’un conseil premium, indépendant et intégralement conçu pour vous.

Inspirit Equity is a forward-thinking private investment firm specializing in time-tested principles and innovative strategies. We provide operational support, leadership consulting, executive search, and interim management. Our team serves nationwide clients in private equity, financial services, healthcare, consumer goods, technology, industrial sectors, and professional services. As a growth capital provider, we invest in companies with strong fundamentals and work with management teams to accelerate growth, improve operations, and unlock potential. We also offer flexible funding and targeted support through operational, strategic, and capital structure enhancements. Partner with us today to achieve success.

Portfolio manager with significant experience in asset allocation, investment strategy, securities research, manager due diligence, and economic analysis, and the Chartered Financial Analyst (CFA) designation and an MBA from Columbia University. Manage two separate accounts strategies of individual common stocks at SEIA that outperformed their benchmarks, plus manage portfolios of investment grade bonds in customized accounts. Write commentary for firm's website and provide quotes in the media.Oversaw the $28 billion platform of Goldman Sachs Personal Financial Management as Vice President, Investment Oversight to identify risks to clients and the firm, evaluating individual holdings and testing for client suitability. Earlier, managed custom separate accounts of individual investment grade bonds and stocks, performing fundamental research on individual securities.Delivered an annualized performance advantage of more than 10 percentage points managing dozens of modeled strategies totaling $14 billion in assets as Director of Investments at Genworth Financial Asset Management. Created hundreds of custom portfolios with an average portfolio size of $130 million as Director, Investment Management & Guidance at Merrill Lynch in New York in Merrill Lynch's Institutional Consulting Group, a unit overseeing $350 billion in assets. Led asset allocation team of six quantitative analysts.Authored over 1,000 original thought pieces on economics in the media for 10 years at TheStreet and Seeking Alpha.Began career managing portfolios of investment grade bonds and high-quality stocks in 1989 at Oppenheimer & Co. in New York, performing credit analysis and fundamental equity research.Utilize FactSet and Bloomberg to obtain and analyze data on individual securities, markets, and economic variables, as well as BlackRock Aladdin, MSCI Barra, and Morningstar Direct to construct portfolios and evaluate investment managers. Use Monte Carlo simulation, scenario analyses, stress tests, factor models, attribution analysis, and VaR analysis to assess risk.Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. For additional information visit our website https://www.seia.com/legal-disclaimer/

JT Foxx is the $103M++ Entrepreneur & Investor, an AI entrepreneur, investor, business builder, mergers and acquisitions dealmaker, bestselling author, brand architect, media entrepreneur, and creator of international business events. After relocating from Canada to the United States with $974, he became a millionaire at 24 and crossed the $10 million mark by 28. He later developed a nine-figure global business platform that includes 87 companies and brands. His portfolio covers artificial intelligence, technology, real estate, professional services, hospitality, media, entertainment, education, acquisitions, investments, and global events. His companies, clients, investments, events, and strategic relationships extend across 56 countries, while his organizations serve clients in 104 countries. JT developed his early commercial skills through direct participation in real estate. He learned to identify opportunities, assess assets, negotiate transactions, raise and deploy capital, manage risk, improve operations, and respond constructively when results fell short of expectations. His real estate experience included single-family properties, multi-unit apartment buildings, shopping centers, hotels, development projects, and other investments. This work gave him practical knowledge of valuation, financing, leverage, cash flow, ownership, and long-term planning. He later applied these principles to new industries, company development, technology, media, professional services, acquisitions, business education, and strategic partnerships. He now considers artificial intelligence the principal growth engine of the portfolio and the foundation of its next stage. His organizations are developing advanced AI Employees, business intelligence systems, proprietary platforms, agency networks, workforce transformation services, and wearable intelligence. His objective is to move beyond basic prompts, general chat systems, content production, and isolated automation. He is focused on intelligent digital workers that can understand assigned roles, follow approved procedures, apply specialized knowledge, interact with business systems, make decisions within defined limits, and complete meaningful responsibilities. This approach is intended to increase capacity, consistency, productivity, customer service, execution speed, and access to institutional knowledge.

"My Aim is to Offer Educational Insights into Complex Financial Topics."As an entrepreneur and founder, I'm committed to enhancing financial literacy and independence among the UK's older population. My mission is to simplify and clarify personal finance information, particularly in the context of later-life planning.

Corporate Development Analyst director for entrepreneurs, operators, investors, strategics covering services, solutions, software across work from backoffice to frontoffice. I know the winning playbook for corporate development