InvestBev

Advisor and founder/chairman of Diamond Wealth Strategies, representing 100 single family offices; previously founded Pinnacle Capital hedge fund and was a Senior Managing Director at Bear Stearns.

Advisor and veteran beverage alcohol expert who has worked for wine, beer, and spirit companies including Pernod Ricard, Gruppo Campari, Jägermeister, and Patron Spirits.

Founder of InvestBev and a recognized authority on the three-tier beverage system. He previously ran a $100M independent liquor retailer, was a beverage partner at PwC, and led trade marketing consulting for Anheuser-Busch.

CIO and Partner leading InvestBev's investment strategy, sourcing, diligence, and structuring. He previously managed private market portfolios for institutional investors, deploying over $10 billion across strategies.

Advisor and SVP of Strategy and Industry Affairs at Provi, a B2B e-commerce marketplace for beverage alcohol, overseeing strategy, industry affairs, communications, and corporate development.

Associate Brand Manager delivering strategic market intelligence and consultancy for emerging and established brands, focusing on market research and data-driven brand narratives. She attended Northwestern University.

Handles Business Development, connecting founders to the InvestBev ecosystem and providing strategic partnership guidance. She has over a decade of experience in sales, brand management, and innovation at CPG companies including Suntory, Pernod Ricard, and Estee Lauder.

VP of Credit with over 10 years of middle-market banking experience at Wells Fargo, where he structured complex credit transactions as a relationship manager.

VP of Portfolio partnering with portfolio companies to strengthen operations and drive growth. She has led international brand launches at companies including Molson Coors, Bacardi, Revlon, and Procter & Gamble.

VP overseeing InvestBev's brand acceleration program and consulting services, working with early-stage founders on marketing, product, and commercialization. He has 15+ years of global advertising and go-to-market experience at brands like Molson Coors, Anheuser-Busch, and Pepsi.

Investment Associate focused on sourcing and evaluating investments, conducting due diligence, and supporting portfolio companies. She previously worked at Diageo and Rothschild & Co in investment banking.

Finance and Operations Associate specializing in finance and accounting for the management company and funds, and supporting barrel operations and private credit. She previously spent three years at Suntory.

Serves as fractional General Counsel and Senior Legal Advisor to InvestBev, managing legal affairs, corporate governance, and fund matters. She is the founding partner of Launch Legal Advisors and has 17+ years of private fund legal experience.

Chief Growth Advisor and board member with 35+ years in the beverage alcohol industry, most recently Chief Growth Officer at Breakthru Beverage Group and previously a 22-year Diageo executive.

VP of Algoma Capital, a fund providing operating capital and debt financing to whiskey brands and distilleries using barrels as collateral. He has over a decade of commercial banking experience at BMO Harris and PNC and is a CFA charterholder.

Senior Associate supporting portfolio companies with financial insights, forecasting, and operational financial management. He previously spent a decade at Conagra Foods and is a CPA and CMA.

Tammy Frasz is an Executive Assistant at Vizient, Inc with experience managing executive schedules, administrative teams, and office operations. She has held roles as Chief of Staff and Office Manager across corporate environments and has worked with C-Suite executives. Frasz has expertise in project management, process implementation, and adapting to new technologies and procedures.

VP of Finance and Compliance with over 13 years of finance and controller experience in investment management at institutions including Citadel and Northern Trust. He is a CPA.

Senior Associate who previously invested across the consumer and consumer technology sectors and worked as a TMT consultant and operator at CPG companies including Nestlé and The Honest Company.

Investments Associate with over 8 years of experience across investment banking, venture capital, and strategic finance, bringing expertise in capital markets and financial strategy to beverage investing.