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My Story

Professional History - Investment Banking​

  • Citigroup 2011 

    • Began investment banking career as a summer associate in Citigroup's New York office. Received return offer for full-time associate position in their private equity clients group. Elected to apply to positions at middle market firms instead, where I [.... 

  • GCA Savvian 2012-2016

    • Started at GCA Savvian as a member of their Technology and Healthcare groups. Completed private and public M&A and capital raising transactions for U.S. and Japanese clients.

    • GCA was subsequently acquired by Houlihan Lokey in 2021.

  • Rise Ventures 2016 - 2019

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  • FocalPoint Partners 2019 - 2023 ​

    • Joined the firm as a Vice President and member of the Healthcare and Technology advisory groups. 

    • Contributed to most revenue in the firm among VPs and Directors. Spearheaded the creation of the firm's recruiting training and program for new analysts and recruited FocalPoint's first Chief Talent Officer.

    • FocalPoint was acquired in January 2022 by B. Riley Financial, a $2Bn public company at the time.

    • Promoted to Managing Director on accelerated track. 

  • 2024 Founded Akos Advisors. 

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Professional History - Previous

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Education​

  • Brown University, B.S. Neuroscience 2004

  • Loyola Marymount University, M.A. Education and Teaching Credential 2006

  • UCLA Anderson, M.B.A. 2012

  • Harvard Global Healthcare Leadership Program 2023

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Professional Activities

  • UCLA Chancellor's Socety (2022 - present)

  • Ascend Executive Network (2024 - present)

  • U.S.-Japan Council Leader (2024 - present)

  • Association for Corporate Growth (2022 - present)

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Contact

I'm always looking for new and exciting opportunities. Let's connect.

123-456-7890 

Get in Touch

Fill out this form or email us at info@akosadvisors.com and we'll get back to you promptly.​

Thanks for reaching out!

Los Angeles

Boston

San Francisco

Akos Advisors LLC 2026.

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Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Akos Advisors is not a registered broker-dealer, and Finalis Securities LLC and Akos Advisors are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

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Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck
 

https://www.akosadvisors.com (the "Akos Advisors Website") is a website operated by Akos Advisors, This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and [Insert DBA Name] along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.

 

Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC. 

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