What We Offer:
- A diversified portfolio based on careful research by our team of investment and blockchain experts
- Access to innovative, early-stage companies positioned to shape the future of the space which are often difficult to identify and source
- Access to staking and interest-yielding opportunities not available to individual investors due to lack of pooled capital or technical ability
James has been an accomplished and visionary serial entrepreneur for over 30 years, as well as a seasoned executive who has specialized in tax, insurance, real estate and finance. Having built and launched multiple business ventures, he has a proven ability to analyze trends and capitalize on opportunities to improve ROI and maximize sales potential and returns. James also takes pride in giving back to the community, as he has created and supports several charitable organizations to assist children in need, as well as to promote youth activities. James holds a Bachelor of Science in Business from the University of Southern California and a Juris Doctorate specializing in Tax Law from Chapman University.
Richard has spent the past 25 years building teams and solutions in the technology space by focusing on the front edge of transformative technologies where the underlying platform doesn’t just enhance the technology, but has an outsized effect on society as a whole. For the past 4 years, Richard has been focusing on bitcoin and blockchain to provide decentralized financial products and the on-ramps for traditional finance. Richard’s deep understanding of the technologies and incentive models of traditional finance, governments, regulators and law enforcement allows him to help with both the new and old worlds. This includes being a Principal at Excite Labs, a software company where he specialized in connecting traditional fintech and financial solutions businesses to cryptocurrency and digital asset solutions. Before entering the crypto industry, Richard worked as an engineer at V2Solutions, helping growth companies with their technology development needs, and, prior to that, founded a successful platform (Percero) that connects companies to their mobile workforces and customers. Throughout his career, Richard has founded several software development businesses as well as worked as a technology consultant for large corporates such as Deutsche Bank. Richard holds a Bachelor’s in Business Administration and Management from Lindenwood University.
David has enjoyed a successful 30-year career assisting individuals, families, and organizations to invest, protect assets and accumulate wealth. As well as advising CkSum Capital, David is also President of OSPR, a financial services consulting firm based in Puerto Rico. David is an Accredited Estate Planner and the former owner of Mickelson Capital Consulting, a wealth manager and estate planning business, which he sold in 2019. Prior to entering financial services in 1988, David’s career included founding a design studio business, real estate and mortgage brokerage, ownership of a retail hardware store as well as the overseeing and subsequent sale of a family manufacturing and distribution business. He holds a Bachelor’s degree at California State University Northridge.
Paul is a serial entrepreneur specializing in financial technology. He is the Co-Founder and Chief Product Officer of SFB Technologies, a venture-backed company selected to lead the development of the world’s first decentralized legal tender, the SOV, for the Republic of the Marshall Islands. He also won the $100K First Place Prize at 2018 EOS Global Hackathon in Hong Kong for a decentralized identification solution. Previously, Paul led Product Management for the eCommerce vertical of Endeca Technologies which was purchased by Oracle for $1.1 billion, and led development efforts at MyLife, growing it from 0 to 250,000 monthly active users and an eventual acquisition by Meredith. Paul holds a Bachelors in Finance from MIT.