Adam Kerr's Location
Greater Boston, United States, United States
Adam Kerr's Contact Details
Adam Kerr work email
- Valid
- Valid
- Valid
- Valid
Adam Kerr personal email
n/a
Adam Kerr phone numbers
About Adam Kerr
Mendoza Ventures invests in early seed, late seed, and Series A/B Fintech, Artificial Intelligence (AI), and Cybersecurity startups. The investments are typically 500k to several million and we are location agnostic. The investment thesis is to focus on helping startups grow by leveraging the experience of the general partners as well as the limited partners who are domain experts. Our lp base consists of senior leaders from firms such as Goldman Sachs, Paypal, Visa, Mellon, Two Sigma, Wellington, Factset, Amazon, Microsoft, State Street, Cyberark, and Salesforce. We are active investors and work with our portfolio companies to help solve the myriad of issues that they encounter at the earlier stages in their lifecycle. At our core we are an expert network with skin in the game.
Adam Kerr's Current Company Details
Adam Kerr Work Experience Details
-
Senior PartnerMendoza VenturesBoston, Ma, Us
-
InvestorPraxi Data Oct 2023 - PresentSan Mateo, California, UsTurn dark data into actionable insights through automated curation of expert libraries at cloud scale. Make Big Data / ML workflows 3x faster. -
Senior PartnerMendoza Ventures Dec 2018 - PresentBoston, Ma, UsBoston based venture capital firm that invests in fintech, artificial intelligence and cybersecurity.
-
InvestorWabbi Nov 2021 - PresentBoston, Ma, UsRecognized as a 2021 RSA Innovation Sandbox finalist, Wabbi's Secure DevOps platform enables application security programs to scale across Development teams, to deliver more secure code without sacrificing agility or velocity. -
InvestorFiverity Jan 2021 - PresentBoston, Massachusetts, UsFiVerity provides consumer lending institutions with cyber fraud defense to combat a dangerous and growing threat - the convergence of fraud-related theft with sophisticated, high-volume cyber-attacks. To identify these evolving threats, FiVerity combines machine learning with the expertise of each institution’s fraud analysts. FiVerity’s Cyber Fraud Network further strengthens each user’s defense by responding to fraudulent activity detected throughout the company’s partnerships with banks, credit unions, regulators and law enforcement agencies. -
InvestorSenso.Ai Feb 2020 - PresentToronto, Ontario, CaSenso is a cloud-based AI platform that enables financial service providers to manage and grow their consumer credit portfolios. -
InvestorCanvas Gfx Oct 2019 - PresentBoston, Massachusetts, UsCanvas software is used by engineers to document and share complex objects and systems. Some of the largest companies in the aerospace, defense, and manufacturing markets use Canvas as an integral part of their documentation workflow. Canvas is fully committed to continuing to develop our product line to meet the ever-changing requirements of our major customers. From its origins in technical illustration, Canvas is developing solutions that support the rapidly emerging arena of Product Lifecycle Management (PLM). These next-generation SaaS products will enable designers to work collaboratively with their suppliers, customers, and internal service and support groups on live technical documentation with 2D and 3D elements making the entire workflow simple and easy to use. -
InvestorFinch Sep 2019 - PresentNew York, UsFinch's mission is to make investing simple and accessible for all.Our innovative all-in-one brokerage and checking account provides instant liquidity – so now you can spend while investing! We only offer a 'trio' of the largest, lowest cost ETFs (commission free), which lowers fees and eases risk. We tailor recommend a portfolio mix which matches your unique risk profile and help put your money to work! Your returns are posted in real time and you can access your invested balance any time via your debit card. Sign up to gain early access at www.finchmoney.com -
InvestorKalyp Technologies Jul 2019 - PresentCity Of London, England, GbKalyp develops multi-asset class, multi-currency Distributed Market Infrastructures (DMI) for the post-trade securities industry. Regulated financial institutions join and run our permissioned settlement and safekeeping networks to reduce cost and risks, increase controls and compliance, and offer new services around traditional financial assets. When working with us, trust rests on a technology solution design that is scaleable for industry volumes and that protects data confidentiality in a highly competitive environment. -
InvestorWallit Dec 2018 - PresentWestbrook, Me, UsWellness, simplified. Wallit is the world's first open enterprise wellness platform. -
InvestorListo Unlimited Nov 2019 - PresentSan Jose, Ca, Uslisto! was founded to help millions of hardworking, underserved Hispanic families achieve a brighter future by empowering them with life-changing, smart financial solutions.We focus on three key aspirational needs: (1) to build credit (2) to protect assets with affordable transparent insurance and (3) to achieve the American dream by investing in the things they care most about; such as college savings and retirement accounts. -
InvestorGlo Oct 2021 - PresentBuild products just for creators. GLO just exited stealth.Websitehttps://letsglo.com -
Business ConsultantFincrease Oct 2016 - Nov 2018Business acceleration and strategic advisory firm for emerging startups in fintech, cloud, artificial intelligence and software as a service (SAAS).■ Create consulting business to assist tech startups with revenue growth, business plan development, project and product management, marketing strategy as well as strategic assistance in competitive analysis, pricing, and funding – develop clients through website, strategy advisory board, direct solicitation, and conferences ■ Worked with entire startup ecosystem (startups, angels, venture capitalists, lawyers, and large institutional players and governmental policy makers) to increase funding for startup community■ Establish strategic advisory board to generate new ideas, relationships and opportunities -
EntrepreneurContactpoint Wealth Management Oct 2013 - Oct 2016FinTech focused Investment advisory firm with a robo advisory platform ■ Developed FinTech based Investment Management firm to offer lower fee based services to capture industry trend of fee compression. Managed approximately $15M.■ Built and updated sales/marketing collateral as well as the company website – utilized video and social media capabilities to increase brand awareness ■ Collaborated with technology providers to build a cost effective platform
-
EntrepreneurTouchpoint Applications Jun 2010 - Sep 2013Launched fintech startup that helps RIA’s, hedge funds, investment banks, broker dealers, and pension consultants utilize digital communication technology such as websites, mobile applications, and video more effectively. Business was started on the premise that a platform needed to be created in order to restore trust to the financial services industry which was damaged during the Great Recession.■ Created business model revolving around the TouchPoint Communication Platform - established strategic relationships with system integration firm, web and mobile application design shop, video production company, and public relation firm■ Created website and sales/marketing literature to generate business – extensive outreach via telephone, email, social media, conferences, and face to face meetings with potential clients and the surrounding ecosystem■ Built prototype wealth management mobile application – highlight the concept of financial aggregation as well as a filter concept within a mobile app environment. -
DirectorLexington Wealth Management Oct 2006 - May 2010Lexington, Ma, UsAn investment manager to high net worth clientele, small to mid-sized foundations and endowments.■ Responsibilities included business development, client service, firm strategy, and acting as a member of the Lexington Wealth Management investment committee – helped firm get recognized by Wealth Manager Magazine as one of the top boutique investment firms in the country in 2007 and 2008■ Established new referral networks for the company within the professional advisory community that included corporate attorneys, insurance agents, estate planning attorneys, investment bankers, private equity executives, management consultants, and accountants – personally generated $20,000,000 in new business with annual revenue stream of $150,000■ Helped establish a new advisor liftout business strategy to generate new revenue streams – directly resulting in $50,000,000 in new AUM with annual revenue stream of $500,000 and indirectly resulting in $100,000,000 in new AUM with $1,000,000 annual revenue stream -
Regional Account ManagerNeuberger Berman 2001 - 2006New York, Ny, UsPartnered with Managing Director in driving growth of the private asset management group in Boston from $100M to $600M. Provided investment management services to all 70+ of the group’s clients, including high net worth individuals, foundations, and endowments.■ Developed and maintained relationships with consultants, multi-family offices, estate planners, accountants, bankers, and financial planners to enhance the referral base - personally generated $50M in new business with annual revenue stream of $350,000■ Collaborate and assist on projects related to new business development and strategic planning - created new distribution channel in the New England RIA market■ Applied technology tools such as Ibbotson Software, Baseline, Bloomberg, FactSet, and Monte Carlo simulation - restructured portfolios up to $100M■ Conducted asset allocation analysis to match client profiles to appropriate portfolio management teams - critical to 95% client retention over five years -
Sales AssociateState Street Global Advisors 1999 - 2001Boston, Massachusetts, UsPart of an Institutional sales force that sold to the Defined Benefit corporate market■ Used technology tools such as Zephyr Style Advisor, Bloomberg, FactSet and Russell Analytics - performed extensive competitive analysis■ Played a key role in articulating SSGA investment capabilities and value proposition to clients and prospects within the sales and client service division of a large money manager – unit recognized internally as one of the most profitable in the company -
Project ManagerFidelity Investments Jun 1998 - Aug 1998Boston, Ma, UsWorked in the Fidelity Retail Electronic Commerce division for summer work program in between my first and second year of business school. My role was as a project manager developing the demo site for Fidelity’s foray into electronic stock trading. -
Financial AnalystDevonshire Partners 1994 - 1997Financial advisory services firm focused on business valuations, M&A, and turnarounds.■ Contributed to development of financial projections―to obtain initial financing for a small Internet start-up company that was purchased one year later by Microsoft for $138M.■ Conducted research on systems integration and web site development businesses―to drive an industry consolidation play whereby that entity was later taken public by Goldman Sachs at a market capitalization of $3 billion■ Assessed hedge funds focused on emerging markets―to implement a global bank’s investments in China.
Adam Kerr Skills
Investments
Wealth Management
Investment Management
Start Ups
Alternative Investments
Financial Analysis
Business Development
Strategy
Private Equity
Financial Services
Financial Planning
Portfolio Management
Mergers And Acquisitions
Asset Management
Finance
Business Strategy
Business Valuation
Equities
Financial Technology
Client Relations
Entrepreneurship
Sales Process
Solution Selling
Strategic Partnerships
Account Management
Leadership
Marketing
Software As A Service
Social Media
Direct Sales
Microsoft Office
Customer Service
Sales
Strategic Planning
Project Management
Due Diligence
Customer Relationship Management
Business Intelligence
Hedge Funds
Asset Allocation
Consulting
Analytics
Enterprise Software
Hubspot
Go To Market Strategy
Product Development
Adam Kerr Education Details
-
Massachusetts Institute Of TechnologyFintech -
Boston College Carroll School Of ManagementFinance And Marketing
-
Tufts UniversityEconomics
-
Buckingham Browne & Nichols School
Frequently Asked Questions about Adam Kerr
What company does Adam Kerr work for?
Adam Kerr works for Mendoza Ventures
What is Adam Kerr's role at the current company?
Adam Kerr's current role is Senior Partner.
What is Adam Kerr's email address?
Adam Kerr's email address is ad****@****pps.net
What is Adam Kerr's direct phone number?
Adam Kerr's direct phone number is +161751*****
What schools did Adam Kerr attend?
Adam Kerr attended Massachusetts Institute Of Technology, Boston College Carroll School Of Management, Tufts University, Buckingham Browne & Nichols School.
What skills is Adam Kerr known for?
Adam Kerr has skills like Investments, Wealth Management, Investment Management, Start Ups, Alternative Investments, Financial Analysis, Business Development, Strategy, Private Equity, Financial Services, Financial Planning, Portfolio Management.
Who are Adam Kerr's colleagues?
Adam Kerr's colleagues are Santiago Santisteban, Karim Harb, Mba, Andres Gomez Leñero, Champagne Mendoza, Vc Puppy.
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial