OVAL FAMILY OFFICE - Key Persons

Andrew has 15 years accounting and financial analysis, developing a strong practical experience in all entity structures, capital formation, operational management and accounting in many business types and models. Andrew has developed financial models for emerging families and their businesses as well as analytical tools for continued evaluation of portfolio business performance.

Ed is a top line revenue producer for family office portfolio companies. Ed has 27 years developing the art of selling overseeing sales teams generating over $400M annually. Executed sales and marketing expansion programs by identifing non-traditional revenue opportunities across a multitude of venues and delivering to the bottom line.

Ed often engages as a CIO, COO and CFO. He holds his series 7 & 66 licenses and in addition to his family office roles has had various positions with private banks and Investment management firms. He has the unique combination of accounting, management and investment expertise. He continues to be a trusted adviser and consultant to HNW individuals and their families.

Isaac brings a wealth of executive experience and professional relationships, having assembled top tier executive teams and boards of directors for technology companies, syndicating venture capital, and buying and selling companies throughout his career. He has held board seats and executive C-suite positions with media and technology corporations as well as large foundations.