Gwen Campbell Email & Phone Number

San Francisco, Ca, Us

New York, Ny, Us

Nationally recognized financial advisor working with CEOs and Founders of companies, sports and entertainment professionals, Forbes 400 families, entrepreneurs, and professional investors in Private Equity and Venture Capital. Investing in both public and private markets . Integrating both an academic and pragmatic approach to wealth management. Supports clients in making sound decisions about investing, spending, diversifying and gifting. Adapts traditional models to meet the unique circumstance, goals and stage of life for each client. Advice spans across asset allocation, hedging, manager selection, and single stock risk management strategies. Focus on intentional next generation planning and trusts and estates. Often approached by clients as they anticipate a liquidity event or major life changes.

New York, Ny, Us

Gwen advises a broad range of highly successful clients from CEOs and Founders of companies, to high profile sports and entertainment professionals, Forbes 400 families, entrepreneurs across industries and other professional investors in Private Equity and Venture Capital. This broad perspective and deep interest in helping clients has enabled her to build a unique approach to wealth management. She is able to integrate multiple perspectives on markets and assets classes to create a plan that is unique to each client. She advises clients on both public and private market investing. She integrates both academic and pragmatic approaches to wealth management to help clients make decisions about investing, spending, diversifying and gifting. She adapts traditional models to meet the unique circumstances and wealth and income lifecycle of each client. Her advice includes asset allocation, manager selection, and single stock risk management strategies, and she coordinates trust and estate issues for clients. Clients generally come to her as they anticipate a liquidity event or major life changes.

Zurich, Ch

Private Wealth Adviser. Advised clients on full range of wealth management issues particularly those related to IPOs, Mergers and other liquidity events.

New York, New York, Us

Gwen worked for twelve years across multiple divisions of Goldman Sachs, including Investment Banking, Equity Derivatives, and Private Wealth Management Division. As a banker in Mergers and Acquisitions, Gwen advised CEOs and founders on the sale of companies. In Equity Derivatives, Gwen worked on the trading desk advising institutional investors on macroeconomic investments; she was also responsible for advice on macroeconomic trends across US, Europe, and Asia. In 1997, Gwen joined Goldman’s Private Wealth Management division, where she advised company founders, entrepreneurs, venture capitalists and private equity partners on wealth management.Vice President, Private Wealth Management. Selected for new business unit formed to function as a Chief Investment Officer for individuals with assets over $100 million. Constructed and implemented investment plans across global asset classes according to client needs and macroeconomic conditions. Associate, Institutional Equity Derivatives, New York Trading Desk. Transacted in equity futures, options, stocks, and swaps. Advised clients on a broad array of investment strategies including macro trading strategies, individual stock selection, country swaps, and risk arbitrage. Implemented ideas in US, Asian and European markets.Managed relationships with Chief Investment Officers and senior traders of hedge funds, pension plans, and mutual funds including five of the firm’s top twenty clients. Investment Banking Analyst, Mergers and Acquisitions.Coordinated sale process of private and public companies including due diligence, management presentations, negotiations, and contact with lawyers and accountants. Analyzed companies using discounted cash flow, leveraged buy-out, and comparable company analysis.

Mba, Business

Bachelor Of Science - Bs, Finance, General

Bs And Ba Dual Degree, Wharton School, Finance And European History, Phi Beta Kappa

Bs And Ba, Finance And European History

High School

Bachelor Of Science - Bs, Finance, General