Investors have long known diversification is key to managing risk and protecting returns in the individual portfolio. Many investors rightly maintain significant portions of their portfolios in mutual funds or ETFs to gain exposure to a larger number of...
Rory is the Founder and COO of CircleUp, an online…private equity platform that enables accredited investors to invest in high-growth consumer and retail companies. Prior to CirlcleUp, Rory was Director of Investments at Humanity United, part of the Omidyar family enterprises. Rory received his MBA from Stanford as well as a public policy degree from Princeton. He holds Series 24, 63, and 82 licenses.
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