Henri Moudi, CFA, CFP®

San Francisco Bay Area

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Timeline
About me
Managing Director & Co-Founder, Mission Creek Capital Partners, Inc.
Education
- Boston university
  -
  Doctor of law (jd)
  Activities and Societies: Sr. Editor, B.U. Int’l Law Journal, Publication: "The State of U.S. Banking in the Global Arena"
- Cornell university
  -
  Bachelor of science (bs)
  Activities and Societies: Dean's List, Cornell University Fencing Team
- University of pennsylvania
  -
  The wharton school, master of business administration (mba) finance
  Activities and Societies: Wharton Fellow/Portfolio Manager, The Wharton Fellows Fund
Experience
- The world bank
  Jan 1994 - Jan 1994
  Research analyst, investment group
  Assisted in the quantitative fund management of The World Bank's $30 billion, global fixed income portfolio.
- Harris bretall sullivan & smith l.l.c. (acquired by federated investors inc., nyse: fii)
  Jan 1997 - Jan 2000
  Equity analyst & portfolio manager
  Key member of portfolio management and research team for $7.0 billion investment management firm. Significant contributor to fund being awarded Morningstar’s 5-Star rating in 1998 and in 1999.
- Autodesk
  Jan 2000 - Jan 2001
  Manager, venture investments
  Sourced, evaluated and executed strategic venture investments for Autodesk, Inc., world’s 4th largest software company.
- Thomas weisel partners
  Jan 2001 - Jan 2010
  Director & portfolio manager, thomas weisel asset management
  Developed and led Thomas Weisel Partner’s private equity distribution management platform and managed multi-billion distribution exposures, among other strategies, for some of the largest, global institutional investors. Thomas Weisel Partners was acquired by Stifel, Nicolaus & Co. in 2010.
- Stifel, nicolaus & company, inc.
  Jan 2010 - Jan 2012
  Director & portfolio manager, thomas weisel asset management
  Developed and led Thomas Weisel Partner’s (Stifel, Nicolaus & Co.) private equity distribution management platform and managed multi-billion distribution exposures, among other strategies, for some of the largest, global institutional investors.
- Mission creek capital partners, inc.
  Jan 2012 - now
  Managing director & co-founder
  Independent investment advisory firm providing individualized investment management strategies and solutions on a discretionary basis for institutional and individual clients. Our differentiated investment and advisory services include individualized portfolio management, private equity distribution management and concentrated stock management. Our mission is to build personalized and collaborative relationships with our clients.
Licenses & Certifications
- District of columbia bar, admitted
  Bar association of the district of columbia
- State bar of california, admitted
  State bar of california
- Series 65 and 63 registered
  Finra (financial industry regulatory authority)
- Cfp® certificant
  Cfp board
- Cfa charterholder
  Cfa institute