Kaleb Seymour
Vice President of Investment Analysis – Private Equity
As VP of Investment Analysis, Kaleb compiles and conducts in-depth financial analysis, creates financial models, monitors performance of the Company’s investment portfolio, and develops forecasts that lead to informed investment decisions.
Kaleb graduated from ASU’s W.P. Carey School of Business with a degree in Finance. After graduating, he began his career in ultra high-net-worth wealth management at Vanguard. Kaleb’s ability to solve complex financial problems led him to Cornerstone Advisors where he started as an analyst and worked his way to Director of Insights & Analytics. During his time at Cornerstone, Kaleb built rigorous financial models and helped hundreds of companies excel in branch optimization, strategic planning, due diligence, and digital banking. He used his analytical skills to create financial models for multi-billion-dollar mergers and acquisitions.
Additionally, Kaleb created a Return-on-Channel framework that helps banks make decisions on where to best allocate capital to optimize delivery channel investments. Kaleb’s most recent experience includes serving as the Vice President of Data Analytics at a technology firm where he developed business intelligence tools to help clients make better data driven decisions.
Kaleb attends Scottsdale Bible Church and is an active advisor of “Hustle Phx” where he mentors underserved business leaders and entrepreneurs. Each year, he looks forward to serving on an international men’s construction trip to help those in need.
