Valor Equity Partners
Daniel Mortazavi, CFA, currently serves as Managing Director at Valor Equity Partners, a position held since August 2024. Previously, Daniel held the role of Co-Head of Private Wealth Distribution at Sera Global from October 2021 to April 2024, a firm specializing in private markets advisory services. Daniel's extensive career at Morgan Stanley Wealth Management spanned over 13 years, culminating in the role of Executive Director in the Alternative Investments Group, where responsibilities included product development for private equity, private credit, and co-investments. Early career experiences also include vice president roles in both the Alternative Investments Group and Corporate Equity Services at Morgan Stanley, as well as a position as Plan Specialist at Citi Smith Barney. Daniel holds a BA in Political Science from Loyola University Maryland and has international relations experience from KU Leuven.
This person is not in any teams
This person is not in any offices
Valor Equity Partners
5 followers
Valor Equity Partners is an operational growth investment firm focused on non-control and control investments in high growth companies across various stages of development. For decades, they have served the companies with unique expertise to solve the challenges of growth and scale. They partner with leading companies and entrepreneurs who are committed to the highest standards of excellence and the courage to transform their industries.