John Felix

John Felix is the Director of Research & Diligence at Allocate. John has over 10 years of experience in the investment industry. Prior to joining Allocate, John was a Senior Investment Associate at Bowdoin College and Edgehill Endowment Partners LLC, where they sourced and led VC fund commitments. John also worked as an Investment Analyst at Washington University in St. Louis, where they were responsible for research and analysis of investment opportunities across all asset classes. John began their career as an intern at Blue Ridge Capital in 2013 and also worked as a lead guitarist for The Quintessentials from 2010 to 2015.

John Felix's educational career includes a Bachelor of Science in Business Administration from the Olin Business School at Washington University in St. Louis. John also holds certifications from Bloomberg LP in the Bloomberg Essentials Training Program (Equity Essentials) and from Training The Street in both the Corporate Valuation Seminar and the Financial Modeling Seminar.

John Felix reports to Samir Kaji, CEO. They are on a team with Sarith Demuni - Head of Design & User Experience, Fahad Shoukat - VP, Operations, and Coleman Miller - Head of Financial Product Operations.