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Henri Wadieh Moudi
Chief Executive Officer at Mission Creek Capital Partners, Inc.
Profile
Mr. Henri W.
Moudi, CFA MBA, is a Managing Director at Mission Creek Capital Partners, Inc. He has over 20 years’ experience working with institutional and private clients to meet their financial and investment objectives.
Prior to co-founding Mission Creek, Mr. Moudi was a Director and Portfolio Manager at Thomas Weisel Asset Management LLC (TWAM) (Stifel, Nicolaus & Company, Inc.) where he developed and led TWAM’s distribution management platform and successfully managed multi-billions in concentrated distribution exposures, among other strategies, for some of the largest, global institutional investors.
He was previously a Manager, Investments at Autodesk Ventures, where he sourced, evaluated and executed multiple early-stage private equity investments.
Prior to Autodesk, Mr. Moudi was an Equity Analyst and Portfolio Manager at Harris Bretall Sullivan & Smith L.L.C., a San Francisco based $7 billion investment management firm acquired by Federated Investors, Inc. He was also previously associated with The World Bank in Washington, DC.
He received his M.B.A.
in Finance from The Wharton School of the University of Pennsylvania, a J.D.
from Boston University School of Law, and his B.S.
from Cornell University.
He is also a holder of the Chartered Financial Analyst (CFA) designation and a CFP® certificant.
Henri Wadieh Moudi active positions
Companies | Position | Start |
---|---|---|
Mission Creek Capital Partners, Inc.
![]() Mission Creek Capital Partners, Inc. Investment ManagersFinance Mission Creek Capital Partners, Inc. (Mission Creek) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Henri W. Moudi in 2009. Mission Creek provides focused investment management and planning strategies and solutions for institutional clients, individuals, families, executives, entrepreneurs, and other investment advisors. | Chief Executive Officer | 01/01/2009 |
Former positions of Henri Wadieh Moudi
Companies | Position | End |
---|---|---|
Federated MDTA LLC
![]() Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Analyst-Equity | - |
The World Bank Group
![]() The World Bank Group SupranationalGovernment Promotes private investments in developing countries | Corporate Officer/Principal | - |
Thomas Weisel Asset Management LLC
![]() Thomas Weisel Asset Management LLC Investment ManagersFinance Thomas Weisel Asset Management LLC was engaged in the provision of a variety of U.S. equity investment products, distribution management services, and private equity and venture capital funds. The company was founded in 2001 and was headquartered in San Francisco, CA. | Portfolio Manager-Equities | - |
Training of Henri Wadieh Moudi
University of Pennsylvania | Masters Business Admin |
Boston University | Graduate Degree |
Cornell University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 4 |
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Federated MDTA LLC
![]() Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Finance |
Thomas Weisel Asset Management LLC
![]() Thomas Weisel Asset Management LLC Investment ManagersFinance Thomas Weisel Asset Management LLC was engaged in the provision of a variety of U.S. equity investment products, distribution management services, and private equity and venture capital funds. The company was founded in 2001 and was headquartered in San Francisco, CA. | Finance |
The World Bank Group
![]() The World Bank Group SupranationalGovernment Promotes private investments in developing countries | Government |
Mission Creek Capital Partners, Inc.
![]() Mission Creek Capital Partners, Inc. Investment ManagersFinance Mission Creek Capital Partners, Inc. (Mission Creek) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Henri W. Moudi in 2009. Mission Creek provides focused investment management and planning strategies and solutions for institutional clients, individuals, families, executives, entrepreneurs, and other investment advisors. | Finance |
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