Betty Ma, CFA

Betty Ma, CFA has extensive work experience in various roles related to valuation and business development. Betty is currently the COO at Open Core Ventures. Previously, they worked at Shareworks by Morgan Stanley, where they held several roles including Strategic Partnerships Director, Business Development Director for Global Private Markets, and Managing Director for Shareworks Valuation Services. In these positions, they were responsible for driving new business, establishing procedures and metrics, and enhancing operating efficiency. Before that, they worked at Silicon Valley Bank as the Director of SVB Analytics, where they provided valuation and advisory services to venture-backed companies. Betty also gained experience at Deloitte as a Manager in Business Valuation, helping clients with M&A purchase price quantification and financial reporting. Betty began their career as an Assurance Associate at PwC.

Betty Ma, CFA has a strong educational background in business and finance. Betty obtained their Bachelor of Science (BS) degree in Business Administration with an Emphasis in Corporate Finance from the University of Southern California in 2003. Later, in 2004, they pursued a Master of Accounting degree from the same university. In 2019, Betty attended The Wharton School, where they earned a Master of Business Administration (MBA).

In addition to their academic degrees, Betty holds several certifications. Betty is a Certified Public Accountant (CPA) issued by the California Board of Accountancy, which they obtained in February 2006. Betty is also a Chartered Financial Analyst (CFA), although the specific details of when and where they obtained this certification are not available. Furthermore, they have additional certifications in Series 63 and Series 79, issued by the Financial Industry Regulatory Authority (FINRA). However, the dates of when they obtained these certifications are unknown.