Howard B.

Strategic Capital Allocation | Growth & Venture Investments | Global M&A | Family Office Advisory

Role
Board Member & Strategic Advisor at Family Office
Location
San Francisco, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Howard B.

My career began in the UK, where I studied Management at Imperial College London before joining Goldman Sachs’ Technology Investment Banking group. Those early experiences gave me a strong foundation in cross-border transactions and technology finance. After years of working alongside leading global investors, I moved to the United States in 2016 to be closer to the innovation hub of Silicon Valley. Today, I balance two worlds: investing as a private partner with Insight Partners and leading my family office in San Francisco. My focus is on combining innovation with tradition, scaling technologies that define the future while strengthening the values that endure across generations.

Experience

  1. Board Member & Strategic Advisor

    Family Office

    Aug 2022 — Present · San Francisco, CA, US

    Lead strategic initiatives for a San Francisco–based family office and investment management firm serving global ultra-high-net-worth clients. Oversee multi-asset portfolio allocation across technology, real estate, and private equity, with an emphasis on long-term capital preservation and growth. Advise on AI and cloud-driven investment opportunities, strengthen governance frameworks, and build cross-border partnerships to align innovation with legacy wealth management.

Education

  • University of Cambridge

    Master of Finance

    1997 — 2001

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Howard B. — Board Member & Strategic Advisor at Family Office in San Francisco, CA, US | Unifers