Kaylock Yam

Kaylock Yam

Institutional Investments Director

Kaylock is Institutional Investments Director and has helped build EquityZen’s investments team and pre-IPO platform since 2016. His responsibilities have included managing investor relations across all client segments as well as managing intermediary relationships with broker-dealer partners. He currently also serves on the Investment Committee for several of EquityZen’s managed funds.

Previously, Kaylock was an Executive Director and held several positions in Sales and Investor Relations at Arden Asset Management (acquired by Aberdeen Asset Management), a multi-manager hedge fund specialist.

Kaylock began his career at Citi Private Bank in the U.S. Investment Solutions Group. He graduated from The Wharton School at the University of Pennsylvania and is an avid sports fan who enjoys playing indoor and outdoor team sports as working in NYC permits.

Kaylock holds FINRA series 7 and 63 licenses. He is also a CAIA Charter Holder.

 

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