Profil
Wallace Mathai-Davis is the founder of Quality Associates, Inc. (Maryland),Quantalytics Research LLC.
Current positions include Chairman at Shepherd Kaplan LLC and 360 Trading Networks, Inc., Director at Quantalytics Holdings LLC, Independent Director at Marblegate Acquisition Corp.
since 2021, Member at New York Academy of Sciences, and Advisory Board Member at Arctaris Capital Partners LLC.
Former roles include CEO, COO, CFO, Managing Director & Partner at OFFITBANK Holdings, Inc. from 1986 to 2002; Chief Executive Officer & Director at ChinaVest Ltd.; Director & Chairman-Investment & Wealth Management at Mercantile Bankshares Corp.; Chairman at Centauri Investment Management LLC from 2013 to 2019; Director-Supervisory Board at 360 Treasury Systems AG; Independent Director at Mobilum Technologies, Inc. from 2022 to 2024; and Member at Stony Brook University.
Education includes undergraduate studies at the University of Notre Dame and graduate and doctorate degrees from Princeton University.
Postes actifs de Wallace Mathai-Davis
| Sociétés | Poste | Début |
|---|---|---|
| MARE ACQU | Directeur/Membre du Conseil | 01/10/2021 |
Shepherd Kaplan LLC
Shepherd Kaplan LLC Investment ManagersFinance SK utilizes its proprietary research systems to aid in the creation of diversified portfolios. Client portfolio assets are allocated among various asset classes to meet their distinct investment objectives, risk tolerances, and liquidity needs, and then rebalanced to manage risk. Additionally, tactical shifts in asset class allocations are used to adjust for changing capital market scenarios. The firm generally recommends or selects investment managers for client portfolios. Recommended investment structures may include mutual funds, Exchange Traded Funds (ETFs), separately managed accounts, or various alternative investments, such as hedge funds, private equity funds or real estate funds. | Président | - |
Arctaris Capital Partners LLC
Arctaris Capital Partners LLC Investment ManagersFinance Arctaris Capital Partners invests in middle market companies located in the United States with revenues of USD 5 million. The firm focuses on a broad range of sectors and industries. It provides financing for equity, debt and growth stage capital requirements. | Directeur/Membre du Conseil | - |
Quantalytics Holdings LLC
Quantalytics Holdings LLC Data Processing ServicesTechnology Services Provides big data and analytics services on investment ideas and strategies | Directeur/Membre du Conseil | - |
Quantalytics Research LLC
Quantalytics Research LLC Financial ConglomeratesFinance Foresting performance of stocks | Fondateur | - |
360 Trading Networks, Inc.
360 Trading Networks, Inc. Packaged SoftwareTechnology Services Provides web-based trading technology | Président | - |
New York Academy of Sciences
New York Academy of Sciences Miscellaneous Commercial ServicesCommercial Services Engages in the advancing science, technology and society worldwide services for charity | Corporate Officer/Principal | - |
Quality Associates, Inc. (Maryland)
Quality Associates, Inc. (Maryland) Information Technology ServicesTechnology Services Provides quality assurance and regulatory services | Fondateur | - |
Anciens postes connus de Wallace Mathai-Davis
| Sociétés | Poste | Fin |
|---|---|---|
| MOBILUM TECHNOLOGIES INC. | Directeur/Membre du Conseil | 08/07/2024 |
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Formation de Wallace Mathai-Davis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 17 |
|---|---|
Mercantile Bankshares Corp.
Mercantile Bankshares Corp. Financial ConglomeratesFinance Functions as a bank holding company | Finance |
OFFITBANK Holdings, Inc.
OFFITBANK Holdings, Inc. Financial ConglomeratesFinance Bank holding company | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stony Brook University
Stony Brook University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York Academy of Sciences
New York Academy of Sciences Miscellaneous Commercial ServicesCommercial Services Engages in the advancing science, technology and society worldwide services for charity | Commercial Services |
ChinaVest Ltd.
ChinaVest Ltd. Investment ManagersFinance ChinaVest is an active manager which invests in innovative companies in a range of sectors including precision manufacturing, consumer services, communications, logistics and supply chain solutions and information technology. Their geographic focus is on Greater China (PRC, Taiwan, Hong Kong) and the US. The firm seeks to invest USD 2-5 million in early-stage companies or USD 5-15 million in mature companies with an enterprise value of USD 25-400 million. They take majority and minority stakes in their investee companies, providing financing for early, expansion-stage and management buyouts. ChinaVest partners with their investee companies to source add-on acquisition opportunities and assist with their growth initiatives. They also invest in mezzanine securities in middle market Chinese companies. The firm generally exits their investments through IPOs and strategic sales. | Finance |
Quality Associates, Inc. (Maryland)
Quality Associates, Inc. (Maryland) Information Technology ServicesTechnology Services Provides quality assurance and regulatory services | Technology Services |
Shepherd Kaplan LLC
Shepherd Kaplan LLC Investment ManagersFinance SK utilizes its proprietary research systems to aid in the creation of diversified portfolios. Client portfolio assets are allocated among various asset classes to meet their distinct investment objectives, risk tolerances, and liquidity needs, and then rebalanced to manage risk. Additionally, tactical shifts in asset class allocations are used to adjust for changing capital market scenarios. The firm generally recommends or selects investment managers for client portfolios. Recommended investment structures may include mutual funds, Exchange Traded Funds (ETFs), separately managed accounts, or various alternative investments, such as hedge funds, private equity funds or real estate funds. | Finance |
360 Treasury Systems AG
360 Treasury Systems AG Internet Software/ServicesTechnology Services Provides multi-bank and multi-product trading platforms for foreign exchange, money market, and interest rate derivative instruments | Technology Services |
Arctaris Capital Partners LLC
Arctaris Capital Partners LLC Investment ManagersFinance Arctaris Capital Partners invests in middle market companies located in the United States with revenues of USD 5 million. The firm focuses on a broad range of sectors and industries. It provides financing for equity, debt and growth stage capital requirements. | Finance |
360 Trading Networks, Inc.
360 Trading Networks, Inc. Packaged SoftwareTechnology Services Provides web-based trading technology | Technology Services |
Centauri Investment Management LLC
Centauri Investment Management LLC Investment ManagersFinance Provides investment advice | Finance |
Quantalytics Holdings LLC
Quantalytics Holdings LLC Data Processing ServicesTechnology Services Provides big data and analytics services on investment ideas and strategies | Technology Services |
Mobilum Technologies, Inc.
Mobilum Technologies, Inc. Packaged SoftwareTechnology Services Develops crypto payment platform | Technology Services |
Quantalytics Research LLC
Quantalytics Research LLC Financial ConglomeratesFinance Foresting performance of stocks | Finance |
Marblegate Acquisition Corp.
Marblegate Acquisition Corp. Financial ConglomeratesFinance Operates as blank check company | Finance |
















