Bill Epifanio

Managing Director & Founder @Stratis Capital, Llc

Darien, CT, US
EMAILS
b•••@stratis1.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2019 — Present

Managing Director & Founder @Stratis Capital, Llc

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Darien, CT, US

Founder and Managing Partner of Stratis Capital, LLC, an SEC Registered Investment Advisor which serves as portfolio analyst and advisor for high-net-worth investors. The firm rigorously analyzes and evaluates its clients’ portfolios and investment manager performance. These regular evaluations lead to actionable and constructive advice regarding existing investments, new investment opportunities, and portfolio manager selection.

EDUCATION

1989 — 1991

Harvard Business School

OPM, Business Administration and Management, General

1973 — 1977

Choate Rosemary Hall

General Core Curriculum

1977 — 1981

Harvard University

AB, Computational and Applied Mathematics

SKILLS

Equity ResearchRenewable EnergyCapital MarketsCorporate DevelopmentMergers & AcquisitionsInvestmentsManagementSoftwareFinancial ServicesFinanceInvestment ManagementBusiness DevelopmentWealth ManagementFixed IncomeFinancial MarketsClean TechnologyTradingInvestment BankingAsset ManagmentEmerging MarketsExecutive SearchAsset ManagementEquitiesAlternative InvestmentsPrivate EquityHedge FundsValuationRestructuringVenture CapitalExecutive Management

ABOUT BILL EPIFANIO

Founder and Managing Partner of Stratis Capital, LLC, an SEC Registered Investment Advisor which serves as portfolio analyst and advisor for high-net-worth investors. The firm rigorously analyzes and evaluates its clients’ portfolios and investment manager performance. These regular evaluations lead to actionable and constructive advice regarding existing investments, new investment opportunities, and portfolio manager selection.

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