Our Mission

Our mission is to improve the way startup employees are paid by unlocking the value of their equity compensation in a way that benefits all key players: the shareholder, the company, and the investor. Employees should have the opportunity to share in the value they create for their company's shareholders. This must be accomplished in a manner that keeps the focus on company growth, the number one priority for all stakeholders. Investors that previously couldn't access late-stage private companies due to investment minimums, can now invest in private growth companies.



Atish Davda
CEO, Founder

Atish was VP Product at Ampush, a big-data advertising technology firm. He launched SF-based Ampush's New York office as first engineer and successfully procured the coveted Facebook Preferred Marketing Developer membership. Atish began his career as a financial engineer at AQR Capital.

He serves as an Executive Board Member for PennPAC (Penn Pro-bono Alumni Consulting), a nonprofit that helps other nonprofits thrive.

When not at the office, Atish can be found playing tennis and traveling.


Shriram Bhashyam
Head of Shareholder Relations, General Counsel, Founder

Shri was an attorney at Shearman & Sterling LLP, a New York-based global law firm.

At Shearman & Sterling, Shriram advised market participants on regulatory, transactional, and trading and markets issues, with a particular focus on U.S. broker-dealer and securities regulation. He also advised banks and other financial institutions on U.S. bank regulation, including the Dodd-Frank Act. Shri began his career as a trader at G.X. Clarke & Co., a boutique fixed income broker-dealer. Shri enjoys gardening, cooking, and basketball.

Shri holds FINRA series 7, 24 and 66 licenses.


Phil Haslett
Head of Investments, Founder

Phil was a Vice President at Pomelo Capital, a NYC-based hedge fund, focusing on capital structure arbitrage. After helping launch the fund (now $300mm+ AUM), he was responsible for trading, research, and operations.

Phil started his career at Barclays Capital in their Proprietary Trading group trading credit and equity derivatives. Phil is an avid golfer and runner, and is looking forward to participating in his second NYC Marathon.

Phil holds FINRA series 7, 24, 66 and 79 licenses.


Nat Disston
Director of Marketplace

Nat was the Founder of eCommerce men's brand VoyVoy. Nat boot-strapped the company via Kickstarter and scaled the business to sales in over 25 countries, getting recognized by many international publications such as Entrepreneur Magazine and Fast Company.

Previously, Nat was a General Manager at Projective Space, a community-centered co-working space in NYC hosting companies such as Uber, Indiegogo, and Instacart. Nat is an avid surfer, skier, and runner.

Nat holds FINRA series 7, 66 and 79 licenses.


Ketan Bhalla
Product Lead

Ketan was the Chief Operating Officer at Sliced Investing, a San Francisco-based fintech startup focused on simplifying hedge fund investing for accredited investors. He had broad responsibilities, including product development and overall business operations. Prior to Sliced Investing, he was a Vice President and the Head of Business Management within J.P Morgan’s Alternative Investments Group.

Ketan plays a lot of sports badly (including soccer, golf, basketball, tennis and squash) and enjoys watching pretty much anything on TV.


Linda Li
Senior Product Engineer

Linda was the tech lead at a global consulting firms to leading private equity and hedge funds. She was also a software developer on one of earliest social networking sites. She graduated from Rensselaer Polytechnic Institute with a B.S. in Computer Science and Mathematics.

Linda doesn't drink coffee, she doesn't need it.


Bryant Khau
Senior Product Engineer

Bryant was a software engineer at Symantec, working on the company's new advanced threat protection technology as well as core network and telemetry libraries used company-wide. He graduated from UCLA, where he became a Bruin.

Bryant enjoys surfing, producing GoPro videos, and going on weekend adventures.


Kaylock Yam
Distribution Lead

Kaylock was an Executive Director and held several positions in Sales and Investor Relations at Arden Asset Management (acquired by Aberdeen Asset Management). He had Business Development responsibilities for multi-manager hedge fund programs, serving institutional and high-net-worth clients globally, and oversaw the firm's distribution intermediary relationships with wealth management partners. He built distribution for private and registered fund products, including leading the initial development of Arden's liquid alternatives business.

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 basketball, golf, and softball as living in NYC permits.

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


Abad Mian
Associate Counsel

Abad was an Associate at Morgan, Lewis & Bockius LLP prior to joining EquityZen, where he worked on merger & acquisition and securities transactions across a number of industries, including the technology sector. Abad holds a JD/MBA from New York University and a BA in the History of Science, Medicine and Technology from The Johns Hopkins University.

In his spare time, Abad can be found rocking out at a live show, hiking, spending too much time listening to podcasts or throwing a hipster fit over how he was reading the Game of Thrones books before anyone else. He’s also been building his own computers and programming in his spare time since he was 10.


Richard Stratford
Senior Deal Analyst & Shareholder Relations

Richard built a strong reputation by implementing strategic optimization in his previous role at Hexagon AB as its Deputy Regional Controller. He was responsible for FP&A, IFRS reporting, compliance and inter-company finances. Previous to that, Richard was an M&A and Business Valuation Associate at Ernst & Young, where he advised clients in large-scale transactions, focusing on purchase price allocation and performance analysis across multiple industries. Richard graduated from Oxford Brookes University with a B.Sc. in Business and Hospitality Management.

Despite having lived in four different countries, Richard is a Southerner at heart and can be found in the first row of every country music concert he can find in the Tri-State area!

Richard holds FINRA Series 7 license.


Sujata Bose
Chief Compliance Officer

Sujata is our Chief Compliance Officer and is a Senior Associate with SDDCO Regulatory Services LLC. Sujata specializes in anti-money laundering and broker-dealer compliance, and she helps to ensure that transactions conducted through EquityZen are done in accordance with applicable laws and regulations. She began her career at Calyon Securities (USA), Inc. (now known as Credit Agricole Securities (USA) Inc.) as a Junior Compliance Officer. Sujata graduated from Boston University with a Bachelor of Arts in History. She maintains Series 7, 24, and 99 registrations and is a Certified Anti-Money Laundering Specialist.

Sujata enjoys travel, yoga, and the Mets.


Asa Lieberman
Business Analyst

Asa graduated from the Kenan-Flagler Business School at The University of North Carolina—Chapel Hill where he majored in both Business Administration and Economics. Along with a love for numbers, he is also the founder, songwriter, and manager of his band, Baked Goods, which he has taken from a basement demo to touring thousands of miles along the eastern seaboard.

A New Yorker through and through, Asa spends his free time cheering hopelessly for the Knicks/Yankees/Giants/Rangers. He also enjoys playing basketball and writing screenplays in his free time.


Catherine Klinchuch
Finance & Research Lead

Catherine was an Equity Research Analyst covering Real Estate Investment Trusts, most recently at Bank of America. Prior to that, she also held research positions at Morgan Stanley, Evercore and KBW.

Outside of the office, Catherine enjoys reading, fitness and wine tasting. She also has the best dog in the world - a beagle named Radley.

Catherine holds holds FINRA series 7, 63, 86 and 87 licenses. She is also a CFA charterholder.


Roy Kasten
Investment Specialist

Roy started his career on the sales team at the consumer 3D printing company, MakerBot where his passion for technology was born. After a pivot into finance, Roy became a financial advisor at Merrill Lynch where he advised retail clients on investing in the public markets for wealth-building and retirement.

He enjoys going to concerts, being outdoors on the beach or on a hike, and reading books on entrepreneurship and technology. He also serves as the Director of Strategic Partnerships at the International Sports and Music Project, a nonprofit dedicated to uplifting children around the world facing hardship through sports and music.

Roy holds a FINRA series 7 and 66.


Phillip Germann
Investment Specialist

Phil’s career began at Fidelity Investments after graduating from the University of Colorado at Boulder with a degree in Finance and Accounting. During his tenure at Fidelity, Phil gained experience on a trading team for the firm’s high-net-worth clients. After this period he transitioned into an advisory role for Strategic Advisors inc., the investment advisor arm for Fidelity Investments.

Originally from Denver, Phil’s passions lie in golfing and fly fishing. He enjoys all things outdoors and looks forward to traveling the northeast in a pursuit of rivers and fairways. Phil holds FINRA series 7, 63 and 66 licenses.


Eesha Sheth
Deal Analyst Intern

Eesha is currently a sophomore at the University of Pennsylvania, where she is majoring in Economics. At EquityZen, she is a Deal Analyst Intern, working primarily on compliance as well as other aspects of deals.

She’s really excited to explore New York more and call it home (for the summer). In her spare time, Eesha loves traveling to new places, playing tennis, and photography.


Chris Giampapa
Legal & Regulatory Counsel

Chris spent more than 15 years as an attorney at two large NYC law firms, where he represented leading asset managers and broker-dealers, before taking the plunge to join a startup. He now enjoys helping the public access the private markets, and he does not miss wearing his suits one bit.

When he’s not busy lawyering or tackling other challenges, Chris enjoys spending his time running, skiing, going to the beach, cooking and reading with his two sons.


Sam Rhodes
Deal Analyst

Sam was an underwriter at Premium Merchant Funding where he provided small businesses with working capital. While at PMF, Sam underwrote and processed over 200 deals. Sam was born and raised in Los Angeles, CA and moved out east for college. He graduated from the Sy Syms School of Business at Yeshiva University with a major in finance. At EquityZen, Sam and his team work to make sure deals are in motion and the investment process is as smooth as possible.

Sam’s life outside the office consists of playing hockey, golf, cooking, and cheering on the Lakers/Dodgers/Kings with his other LA natives in NYC.


Annie Lewis
Office Manager

Annie has worked as a production manager in the Fashion Apparel Industry for brands in the contemporary and better market. She was a founding partner at Lewis Cho which sold to over 100 stores worldwide.

Annie enjoys live music and loves to travel.


Chuk Okpalugo
Business Development Intern

Chuk recently completed his first year of Harvard Business School's MBA program. Before HBS, he worked in London, spending two years as an investment banking analyst at Morgan Stanley and two years as a private equity associate at Silver Lake Partners. He holds a BA from Oxford University where he played varsity Basketball, Rugby League and Athletics.

He enjoys traveling, music festivals and playing basketball.


Andrew Zhan
Deal Analyst Intern

Andrew is currently a student in the McDonough School of Business at Georgetown University pursuing a degree in Finance.

Born and raised in Ohio, Andrew enjoys driving down back-roads and discovering hiking trails, waterfalls, and swimming holes whenever he is back in the Midwest. In his free time, Andrew likes to spend time powerlifting or playing the guitar.



Savneet Singh

Savneet is the President and Co-Founder of GBI, a leading institutional precious metals provider to individual investors and the wealth management industry. Prior to GBI, he was an investment analyst at Chilton Investment Company and an investment banker at Morgan Stanley. Savneet is a member of the Economic Club of Manhattan, the Milken Institute and the World Economic Forums Global Shapers group.

Recently, Savneet was named to the Forbes 30 under 30 list, Empact 100 list of top 100 Entrepreneurs under 30, and Crain’s Business 2014 class of 40 under 40. He is also an advisor to SecondMarket, Inc.


Jim Kaplan

Jim Kaplan is the co-founder of CHASELLA, a private equity firm that specializes in real estate investment and development, and in supporting new products and services across a variety of industries that range from smart-home technologies to financial services and consumer retail. He is an advisor to a number of early-stage firms, and works closely with their teams to help maximize efficiency and growth.

In addition, he is a dedicated member of the Board of Advisors to Kids Need More, a 501(c)3 non-profit organization that helps children and families afflicted with cancer.


Nima Elyassi-Rad

Nima is currently an Executive in Residence at Canvas Venture Fund, an early-stage venture capital fund based in Menlo Park, CA. Prior to his current role, he held a variety of positions, including Head of Sales Intelligence at Groupon, where he was responsible for Lead Management and Sales Campaigns. He directed the strategic launch of Groupon’s largest Sales Campaign, resulting in a $300MM YoY increase in Gross Bookings.

He also advises startups, ages wine, and posts a song every day on his Tumblog.

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