Fundraising Fox

Don Garman

Investor

Managing Partner at Tri-Valley Ventures

Pleasanton, California, United States

About

Don Garman is Founder and Chief Investment Officer of Mirador Capital Partners, where he leads the Investment Committee and manages the firm's proprietary investment strategies. He is also Co-Founder of Tri-Valley Ventures, overseeing investments in financial services, financial technology, and insurance sectors. With over 30 years of experience investing in public and private companies, Garman previously worked at two major advisory firms and is active in the Tri-Valley community through support of several local organizations.

Experience

  1. Mirador Capital PartnersFounder & Chief Investment Officercurrent2013 β€” presentPleasanton, CA
  2. Tri-Valley VenturesCo-Founder/Managing Partnercurrent2017 β€” presentPleasanton, CA
  3. CowbellAdvisor/Investorcurrent2019 β€” presentPleasanton, Ca
  4. Morgan Stanley Wealth ManagementSenior Vice President, Financial Advisor, Senior Portfolio Management Director2007 β€” 2013Pleasanton, CA
  5. Merrill LynchSenior Vice President, Financial Advisor1992 β€” 2007

Education

  1. University of California, BerkeleyBachelor of Arts, Political Science1988 β€” 1992
  2. Huntington Beach High School

Skills & more

Portfolio Management48Asset Allocation14Asset Managment3Investments46Series 715Valuation29Private Equity8Start-ups8Finance37Training5Estate Planning19Financial Modeling9
+12 moreWealthInvestment ManagementAlternative InvestmentsRetirement PlanningMutual FundsWealth ManagementSeparately Managed AccountsCorporate FinanceManagementSeries 63Make It HappenEquities
  • Certified Financial Planner β€” CFP Board

From Don's professional profile.

Same school

Shared employers

Colleagues at Tri-Valley Ventures

Network1

Investors connected to Don in public investor directories β€” a warm-intro map.