Codi Lockhart
Codi Lockhart is a Senior Analyst for the Tech Lending, Portfolio Management Team. He supports Portfolio Managers by organizing client financial data, establishing analytics, building presentation documents, and collaborating on client developments and requests.
Codi has worked in asset servicing and management for the past eight years between his work at Vanguard and Northern Trust. At Vanguard, he supported world leading equity domiciled mutual funds through striking the NAVs daily and proving valuable back-office analytics. In his latest role with Northern Trust, he supported the world’s largest hedge fund, Bridgewater, with their pricing and risk services.
Codi holds his MBA in Finance from the University of Arizona and his Bachelor’s of Economics from Arizona State University.
In Codi’s free time, when he isn’t chasing around his two small children, you can find him with some fellow East Valley dads trying to play baseball or the occasional round of golf. Most of his weekends are filled with kid’s play dates, ballet class, and birthday parties.
Brown’s 30 years of experience in venture equity and venture debt is apparent in his ability to adeptly manage sales and strategic business operations working with early-stage companies.
He served as general partner at Point Financial Capital Partners, a venture leasing fund and held a prior role as the president and CFO of InvestLinc Financial Services, an early-stage private equity fund and consulting firm. He has also worked as a partner at Cornerstone Equity Partners, a private equity fund.
Background
Brown has a B.S. in business administration and marketing from McNeese State University and is a current Small Business Investor Alliance – Western Regional Committee member.
Growing up in Baton Rouge, Louisiana left a lasting impression on Brown. He is an avid LSU fan and loves a good bowl of spicy gumbo on a cold day.
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Brown’s 30 years of experience in venture equity and venture debt is apparent in his ability to adeptly manage sales and strategic business operations working with early-stage companies.
He served as general partner at Point Financial Capital Partners, a venture leasing fund and held a prior role as the president and CFO of InvestLinc Financial Services, an early-stage private equity fund and consulting firm. He has also worked as a partner at Cornerstone Equity Partners, a private equity fund.
Background
Brown has a B.S. in business administration and marketing from McNeese State University and is a current Small Business Investor Alliance – Western Regional Committee member.
Growing up in Baton Rouge, Louisiana left a lasting impression on Brown. He is an avid LSU fan and loves a good bowl of spicy gumbo on a cold day.
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Codi Lockhart is a Senior Analyst for the Tech Lending, Portfolio Management Team. He supports Portfolio Managers by organizing client financial data, establishing analytics, building presentation documents, and collaborating on client developments and requests.
Codi has worked in asset servicing and management for the past eight years between his work at Vanguard and Northern Trust. At Vanguard, he supported world leading equity domiciled mutual funds through striking the NAVs daily and proving valuable back-office analytics. In his latest role with Northern Trust, he supported the world’s largest hedge fund, Bridgewater, with their pricing and risk services.
Codi holds his MBA in Finance from the University of Arizona and his Bachelor’s of Economics from Arizona State University.
In Codi’s free time, when he isn’t chasing around his two small children, you can find him with some fellow East Valley dads trying to play baseball or the occasional round of golf. Most of his weekends are filled with kid’s play dates, ballet class, and birthday parties.
Brown’s 30 years of experience in venture equity and venture debt is apparent in his ability to adeptly manage sales and strategic business operations working with early-stage companies.
He served as general partner at Point Financial Capital Partners, a venture leasing fund and held a prior role as the president and CFO of InvestLinc Financial Services, an early-stage private equity fund and consulting firm. He has also worked as a partner at Cornerstone Equity Partners, a private equity fund.
Background
Brown has a B.S. in business administration and marketing from McNeese State University and is a current Small Business Investor Alliance – Western Regional Committee member.
Growing up in Baton Rouge, Louisiana left a lasting impression on Brown. He is an avid LSU fan and loves a good bowl of spicy gumbo on a cold day.
Follow
Codi Lockhart is a Senior Analyst for the Tech Lending, Portfolio Management Team. He supports Portfolio Managers by organizing client financial data, establishing analytics, building presentation documents, and collaborating on client developments and requests.
Codi has worked in asset servicing and management for the past eight years between his work at Vanguard and Northern Trust. At Vanguard, he supported world leading equity domiciled mutual funds through striking the NAVs daily and proving valuable back-office analytics. In his latest role with Northern Trust, he supported the world’s largest hedge fund, Bridgewater, with their pricing and risk services.
Codi holds his MBA in Finance from the University of Arizona and his Bachelor’s of Economics from Arizona State University.
In Codi’s free time, when he isn’t chasing around his two small children, you can find him with some fellow East Valley dads trying to play baseball or the occasional round of golf. Most of his weekends are filled with kid’s play dates, ballet class, and birthday parties.
Brown’s 30 years of experience in venture equity and venture debt is apparent in his ability to adeptly manage sales and strategic business operations working with early-stage companies.
He served as general partner at Point Financial Capital Partners, a venture leasing fund and held a prior role as the president and CFO of InvestLinc Financial Services, an early-stage private equity fund and consulting firm. He has also worked as a partner at Cornerstone Equity Partners, a private equity fund.
Background
Brown has a B.S. in business administration and marketing from McNeese State University and is a current Small Business Investor Alliance – Western Regional Committee member.
Growing up in Baton Rouge, Louisiana left a lasting impression on Brown. He is an avid LSU fan and loves a good bowl of spicy gumbo on a cold day.