About
Co-founder of SaaS Ventures and Pennington Partners & Co. A financial entrepreneur with decades of capital markets and operating experience focused on building enduring businesses.
Contact· published on Brian's own website
Invests in
CybersecurityEnterprise SoftwareHealthtechLogistics & Supply ChainSaaS
Experience
- SaaS VenturesCo-Founder and Partnercurrent2017 — presentBethesda, MD
- Pennington Partners & Co.Co-Founder and CEOcurrent2016 — presentWashington D.C. Metro Area
- Academy of FinanceAdvisory Board Member2007 — 2017Howard County, Maryland
- Merrill LynchVice President/SVP2010 — 2015Columbia, Maryland
- Morgan StanleyAssociate2007 — 2010
Skills & more
Financial Advisory26Investments20Finance15Investment Management13Investment Strategies10Hedge Funds8Management7Strategic Financial Planning5Entrepreneurship5Alternative Investments5Private Equity5Venture Capital3
+9 more
Investment BankingFinancial ServicesAngel InvestingFamily Office ManagementEstate PlanningFinancial PlanningStrategic PlanningFinancial ModelingPortfolio Management- Certified Private Wealth Advisor — Investment Management Consultants Association
- Certified Investment Management Analyst — Investment Management Consultants Association
From Brian's professional profile.
Colleagues at Saas Ventures, L.L.C.
Frequently asked questions
- Who is Brian?
- Co-founder of SaaS Ventures and Pennington Partners & Co. A financial entrepreneur with decades of capital markets and operating experience focused on building enduring businesses.
- Where does Brian work?
- Brian is Co-founder at Saas Ventures, L.L.C..
- What does Brian invest in?
- Brian invests in Cybersecurity, Enterprise Software, Healthtech, Logistics & Supply Chain, SaaS.
- Where did Brian go to school?
- Brian studied at University of Maryland - Robert H. Smith School of Business (International Business B.S.); The University of Chicago Booth School of Business (Executive Education For Certified Private Wealth Advisor Designation From IMCA, Certified Private Wealth Advisor Program); The Wharton School (Executive Education For Certified Investment Management Analyst Program From IMCA, Certified Investment Management Analyst Program).
Same school
Also attended University of Maryland - Robert H. Smith School of Business33
LinaInvestor at InvestinorFernando GonzalezPartner, Global Capital Strategy at QED InvestorsRandy GuttmanPartner, Chief Operating Officer at JMI EquityShalanda ArmstrongManaging Partner at 100Km Ventures LlcSethGeneral Partner at Saas Ventures, L.L.C.Meghan McGeeHead of Platform at SQUADRA VENTURES
+ 27 more
Also attended The University of Chicago Booth School of Business492
Prashant ShahPartner at Monta Vista CapitalNoorPartner at Clear VenturesTinaInvestments & Portfolio Services Team Member at Clear VenturesKatrin GeyskensExecutive Director at Capricorn Venture PartnersBill PescatelloInvestor at LightbankGlebFounder and Managing Partner at iTech Capital
+ 486 more
Also attended The Wharton School1,557
Fred WilsonCo-founder & Partner at Union Square VenturesSarah GuoFounder & General Partner of ConvictionJosh KopelmanFounder and Partner at First Round CapitalAydin SenkutFounder & Managing Partner at FelicisKunal BahlCo-founder of Snapdeal; co-founder of Titan CapitalJack AbrahamFounder, CEO & Managing Partner of Atomic
+ 1,551 more
Shared employers
Also worked at Pennington Partners & Co.1
Also worked at Merrill Lynch454
Hans TungManaging Partner at Notable CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalNoorPartner at Clear VenturesKesha CashFounder & General Partner at Impact America FundAftab MathurManaging Director at Temasek at Golden Gate VenturesAndrew WallaceVice President, Revolution Growth at Revolution
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+ 448 more
Also worked at Morgan Stanley1,001
Mary MeekerFounder & General Partner at BONDAileen LeeFounder & Managing Partner of Cowboy VenturesJenny LeeSenior Managing Partner at Granite AsiaLuciana LixandruPartner at Sequoia CapitalDavid VélezFounder & CEO of NubankJames DetweilerVP of Investments at Felicis Ventures
+ 995 more