WTI is based in Silicon Valley, with investment team members in New York and Boston. Our team of former entrepreneurs, operators, and venture investors has a 40-year track record across ten institutional debt funds. We take personal pride in helping companies tackle opportunities and challenges in all phases of growth.
Investment
Associate
Allison is an associate based in New York City. Prior to joining WTI in 2022, Allison was an investor at SWAT Equity Partners, a consumer-focused venture capital fund. She started her career at Wells Fargo Securities as an investment banking analyst in the Technology, Media and Telecom group. Allison graduated from the University of North Carolina at Chapel Hill with a BS in Business Administration.
Operations
Operations Manager
Angela joined WTI in 2011 and has a background in managing projects and planning events. Prior to joining WTI she held an executive assistant position at Telenav. Angela graduated from San Jose State University with a B.A. in Communication Studies and a minor in Hospitality and Event Management.
Operations
Director of Finance and SEC Reporting
Brittany joined WTI in 2022, previously the Director of Risk and Operations overseeing SVB Capital, where she navigated bank policies and developed processes and managed risk for the venture firms. Prior to that, Brittany was a Senior Manager in Deloitte’s investment management audit practice, rotating between the Bay Area and London learning all relevant regulatory practices. Brittany has extensive background working with venture capital, hedge funds, and business development companies in addition to having spent time in the Retail / Consumer Business practice with Deloitte learning the ins and outs of the start-up world. She holds both a B.S. and a M.S. degree from the University of Illinois in Accounting, and is an active Certified Public Accountant (CPA) licensed in the State of California.
Investment
Venture Partner
Daniel is a Venture Partner based in Los Angeles. He founded and is the Chairman of current WTI portfolio company Pitzi, which powers insurance plans for smartphones across Brazil. Prior to founding Pitzi, Daniel invested in financial services globally with private equity firm Warburg Pincus. Daniel holds a BA in Economics from Oberlin College.
Investment
Investment
Investment Partner, CEO
David joined WTI in 2000. Prior to that he held marketing, business development, and legal positions with VeriSign, Wilson Sonsini Goodrich and Rosati, and Los Alamos National Laboratories. David holds a BS from the University of Kansas, an MBA from the Anderson School of Management at the University of New Mexico and a JD from Santa Clara University. He is a member of the California State Bar.
Investment
Associate
Prior to joining WTI in 2022, Dylan worked at Rockefeller Capital Management in the Quant Research & Portfolio Construction group. He started his career at UBS in New York in the Family Office Coverage group, structuring investments across equities, FX, rates, and credit. Dylan graduated from the University of California, Santa Barbara with a dual-BS in Financial Mathematics and Statistics and a BA in Environmental Science. He is a CFA charterholder.
Operations
Accounting Ops Manager
Ekta joined WTI in 2016 as an Accountant. She holds a Bachelor of Commerce degree with a major in Accounting from L.J. College of Commerce in India and also holds a Master’s degree in Accounting and Graduate Diploma of Financial Management from Central Queensland University, Australia. Before joining WTI, Ekta worked with a CPA firm in India and also has some work experience in Australia.
Operations
CFO, CCO & COO
Prior to joining WTI in 2021, Jared led the asset management group for Deloitte’s audit practice in the Northwest region. He has over twenty one years of professional experience serving private equity, venture capital, hedge funds, financial technology companies, broker dealers, fund of funds, registered investment companies, registered investment advisors, business development companies, and depository institutions. Jared led Deloitte's Bay Area Accounting, Research, and Advisory group and also helped develop their national audit approach for the private equity and venture capital industries. He led Deloitte’s national venture capital strategy initiative and has deep experience as an alternative investment subject matter specialist for the valuation of level three assets. Jared graduated from Ohio State University with a bachelor degree in business administration majoring in both accounting and finance. He currently holds an active CPA license, and is a member of the AICPA.
Operations
Accounting Manager
Jen joined WTI in 2021 from Wells Fargo Bank where she was a financial accounting senior consultant for the Wealth Management Group. Prior to that, she was an audit manager at Anchin Block & Anchin LLP and was a senior associate at PwC Manila. Jen is an active Certified Public Accountant (CPA) licensed in the state of California.
Operations
Director of Finance
Jeremy joined WTI in 2021. Prior to joining WTI, he held accounting and finance positions at various organizations including a commercial bank, a retail bank, a healthcare software designer, an online retailer, KPMG and the Securities and Exchange Commission. Jeremy holds a Bachelor’s and Master’s degree in Accounting from Weber State University in Ogden, Utah and is a licensed CPA in Maryland.
Investment
Venture Partner
JoBeth Abecassis is a Venture Partner based out of New York City. As a third generation lender, JoBeth has spent her entire career in the credit and debt space. Before joining WTI she was a part of the founding team of Assembled Brands, an asset based lending and fintech business with a focus on consumer products in the direct to consumer space, backed by Oaktree Capital. Before that JoBeth worked at White Oak Commercial Finance (fka Capital Business Credit) a factoring and asset based lending business in New York City where she focused on building a portfolio of luxury apparel businesses. While at White Oak JoBeth partnered on a joint venture with the City of New York to provide affordable financing to businesses manufacturing in NY in an effort to foster long term growth for the NYC garment industry. JoBeth received her BA from Columbia University.
Operations
Finance Manager
John joined WTI in 2017 from Wells Fargo Bank, where he was a consultant with the Small Business Lending group. Prior to that, he held various positions in Finance and Accounting with Silicon Valley Bank and various positions in Commercial and Retail Banking with Sumitomo Bank and California Bank & Trust. John has a Bachelor’s degree in Economics and a Minor in Japanese from the University of California, Davis and a Master’s in Business Administration from Santa Clara University.
Investment
Investment Partner
Jon joined WTI in 2013. He was founding partner of Foghorn Capital, a financial advisory firm. He was President and CFO of IPWireless, a venture backed wireless broadband company. He was CEO and CFO of iAsiaWorks, a venture backed data center company that he helped take public. He was CFO of Phoenix Network, a venture and private equity backed publicly traded telecom services company. Jon worked at TPG sourcing new investments and working with portfolio companies. He graduated from Harvard College Magna Cum Laude. He also holds an MBA from Stanford University.
Investment
Investment Partner
Josh is an Investment Partner based in New York City. Prior to joining WTI in 2017, Josh was the founder and CEO of Pronoun, a venture-backed ebook publishing platform acquired by Macmillan Publishers, where he subsequently served as President of the division. Previously, Josh was the first employee at Media Rights Capital LP, a film and television financing firm backed by Goldman Sachs, AT&T, and WPP. Earlier in his career, Josh worked in the corporate development group at Endeavor, the Hollywood talent agency. Josh received his MA and BA from the University of Chicago and his MBA from Columbia Business School.
Operations
Director of Investments and Finance
Linh joined WTI in 2011. Prior to joining WTI, she was with KPMG in both financial audit and tax advisory practice at various offices including KPMG Leeds (England) and KPMG New York. Linh holds a BA in Economics and an MSc in Finance and Investment from the University of Durham, England. She is a CPA in California and has completed all ACA exams.
Investment
Associate
Maddy joined WTI in 2020 as an analyst after interning at the firm in 2019. Prior to joining WTI, Maddy worked on Product Marketing and GTM Positioning at Ubiquity6, an AR and 3D Gaming startup acquired by Discord. Maddy graduated from the University of San Francisco Summa Cum Laude with a BA in Philosophy.
Investment
Investment Partner, Chairman
Maurice joined WTI in 2001 and is currently Chairman, having served as CEO of the firm from 2009 to 2021. His background includes positions as a Venture Partner at Outlook Ventures, an early stage venture firm, and Chief Investment Officer at MetaMarkets, an online mutual fund company. Maurice also founded and served as CEO of Left at Albuquerque, a venture-backed chain of restaurants. Prior to business school, Maurice worked in corporate finance at Robertson Stephens. Maurice holds both a BA and MBA from Stanford University and is a member of the Stanford Board of Trustees.
Operations
Investment
Senior Associate Portfolio Manager
Patrick joined WTI in 2013 as an analyst after interning at the firm in 2012. Patrick brings a global perspective after living in Sydney, London and Tokyo. While at university, he gained corporate experience by working at Nike, Inc. and Allergan, Inc. Patrick graduated from SMU with a BS in economics.
Operations
Senior Accountant
Peggy Lee joined WTI in 2021. Prior to WTI, she has consulted at Wells Fargo Asset Management department working in the Operations department. Prior to that, she worked at Citco Fund Services as an account manager. Peggy earned a Bachelor’s degree in International Business from California State University, Sacramento.
Investment
Analyst
Rishabh is an analyst at WTI, joining the firm in 2021 after interning in 2019. Prior to WTI, Rishabh was a Data Scientist at VMware, specializing in the construction of NLP and ML models. Rishabh graduated from the University of California, Berkeley with bachelor’s degrees in both Economics and Data Science.
Operations
Chief Accounting Officer
Roger joined WTI in 2021 and was previously the Senior Director of Finance at Mayfield where he oversaw the firm’s finance and accounting department. Prior to that, Roger was a manager in Deloitte’s investment management audit practice and primarily served clients in venture capital, private equity, and hedge funds. Roger graduated from the University of California, Santa Cruz with a B.A. in Business Management and Economics and is an active Certified Public Accountant (CPA) licensed in the State of California.
Investment
Investment Partner
Prior to joining WTI in 2011, Rudy founded or led a number of venture backed startups. Most recently, he served as Chief Executive Officer of scanR Inc., a mobile productivity service company, Vice President of Business Development with iMediation S.A., an enterprise software company, and Senior Vice President of Corporate Development with Internet Pictures Corporation Inc., a provider of content infrastructure. Rudy also held a variety of venture, finance, and strategic planning positions with Intel Corporation. Rudy holds a BS in Finance and Economics from San Jose State University.
Operations
Senior Manager of Finance
Sean joined WTI in 2022 and was previously VP of Finance at Virgo Investment Group and Manager of Finance at Vista Equity Partners, where he oversaw the firms’ fund accounting operations. Prior to that, Sean was a manager in Deloitte’s investment management audit practice servicing clients primarily in private equity, venture capital, and hedge funds. Sean gradated from the University of California, Santa Barbara with a B.A in Business Economics and Minor in Mathematics. He is also an inactive Certified Public Accountant (CPA) licensed in the State of California.
Investment
Venture Partner
Seth is a Venture Partner based in Boston. He is the CEO of current WTI portfolio company CustomMade, an online D2C custom jeweler. Previously he was co-founder of a venture-backed marketplace for custom goods and services where WTI was a venture lender. Prior to CustomMade, Seth was Vice President and one of five shareholder-level investment bankers in the Debt and Equity Capital Markets group at Meredith & Grew, which sold to FirstService Corp (Nasdaq: FSV) in 2008. He structured, negotiated and placed over $750MM USD in transactions during his tenure, and was made a Shareholder at age 26. Seth received his BA in Psychology from Boston University, and his MBA and MST (Master of Science, Taxation) from Bentley University.
Operations
Western Technology Investment
104 La Mesa Drive, Suite 102
Portola Valley, CA 94028
Contact Us
If you would like to share your ideas, business, or feedback with us, please email us. All business plan submissions must include a clear description of your operations and current progress.
Email: info@westerntech.com
Call: (650) 234-4300
Fax: (650) 234-4343