Invertia’s backbone is a robust coalition of talent and experience. We are a close-knit of highly skilled individuals with significant professional qualifications and cultural fit. We exclusively work hand-in-hand with a carefully selected group of advisors and a dedicated network of partners. Led by Joan P. Joseph P, a seasoned executive with over 12 years of market research, intelligence, and transactional experience, we aggregate significant resources and relevant expertise to execute each project in a seamless way.
Our team has collectively worked on both buy-side and sell-side of the global financial markets: professional services, principal investing, asset management, fund raising, intermediating and trading. This allows us to have a unique understanding and place in the market, amassing a myriad of multi-level and multi-industry relationships including but not limited to: family offices, investment groups, HNWI’s, SWF’s, asset managers, private equity groups, hedge funds, private banks, FI’s, and professional service entities.
Our business model allows us to work in proximity with a remarkable group advisors; we have built a Advisory Committee that boasts of over 100 years of global industry expertise in various fields. Our committee gives us extended depth, knowledge, accuracy, coverage and relevance.