Fundraising Fox

Joni Mancini

Investor

Managing Partner at Medical Excellence Capital

New York

Writes $100K – $5M checks · typically $1.5M

FoundedProJenX

About

Managing Partner since MEC's inception overseeing financial operations and strategy, with over 25 years across private equity, venture capital, hedge funds, and family wealth management. A CPA formerly CFO of Artemis Wealth Advisors.

Experience

  1. Medical Excellence Capital, LLCManaging Partnercurrent2021 — presentNew York, United States
  2. Artemis Wealth Advisors, LLCChief Financial Officer2006 — 2021
  3. The Bridgeford Group, Inc - (a subsidiary of Mizuho Corporate Bank, Ltd)Financial Controller/Financial & Operations Principal1990 — 2006New York City Metropolitan Area
  4. DeloitteSenior Accountant1986 — 1990New York City Metropolitan Area

Education

  1. Certified Public Accountant (CPA)Baruch College, Bachelor’s Degree

Skills & more

Financial OversightWealth TransferInvestment PerformanceFinancial AccountingCPAWealth Management ServicesBudgetingForecastingFinancial AnalysisFinancial ReportingCash ManagementInternational Financial Reporting Standards (IFRS)
+12 moreStart-upsFinancial PlanningTaxInvestmentsRegulatory ComplianceStrategic PlanningPrivate EquityTrustsBig 4Microsoft ExcelEstate PlanningConfidentiality
  • Certified Public Accountant - State of New York

From Joni's professional profile.

Same school

Shared employers

Colleagues at Medical Excellence Capital