Co-Founder & CEO

Sinclair has 15+ years of experience in Financial Services, most recently serving as a Managing Director and Head of TMT Private Capital Markets at UBS Securities based in San Francisco.

Sinclair has advised on over $20 billion in transaction volume across capital raising, M&A and strategic advisory. Prior to joining UBS, Sinclair held leadership roles at Citigroup, RBC Capital Markets and JMP Securities. Prior to investment banking, Sinclair was a management consultant at PwC based in McLean, VA executing distressed asset turnarounds on behalf of private equity firms.

Sinclair earned a BBA from Morehouse College with a concentration in Finance, where he was a 4-year NCAA letterman in Football at Running Back, and an MBA from USC Marshall where he served as President of the American Finance Association and attended school as a Consortium Fellow.

Sinclair resides in Oakland, California with his wife and three children. Sinclair serves as a Board Member with The Helix School in San Rafael.

Chief Operating Officer

Jordan brings 12+ years of strategic operations, finance, and product management expertise to his role as Chief Operating Officer at DMM Advisory.

Jordan previously served as a Senior Product Manager at Amazon in Seattle, leading U.S. Consumables selection strategy. Prior to Amazon, Jordan was a Financial Institutions Regulator at the Federal Reserve Bank of San Francisco, where he advised complex financial institutions and fintech firms on regulatory and compliance strategies.

Earlier in his career Jordan was a leading capital markets research analyst at JPMorgan in New York, focusing on private banking strategies for ultra-high-net-worth individuals.

Jordan holds an MBA from UC Berkeley’s Haas School of Business, where he was a Consortium for Graduate Study in Management Fellow and a Robert Toigo Foundation Fellow. He also earned a BBA with a concentration in Finance from Morehouse College, graduating magna cum laude, and studied business and economics at the American University in Dubai during his study abroad.

Jordan resides in Oakland, California with his fiancé.

Advisor

David has 8+ years of M&A, capital markets advisory and investment experience in the Technology sector with a particular focus on Infrastructure Software.

Prior to joining DMM Advisory, David was a Vice President at Citigroup where he covered technology companies globally with a focus on enterprise software based in New York City. David has completed over $16 billion in cumulative transaction value.

Prior to Citigroup, David worked at Excell Partners investing in pre-seed and seed stage Technology companies. Prior to Excell Partners, David held operational risk roles at Barclays and Bank of America.

David earned an MBA from the Simon Business School at the University of Rochester where he was a Consortium Fellow and a BA from the University of Buffalo, State University of New York where he served as President of the Delta Epsilon Chapter of Alpha Phi Alpha Fraternity.

David lives with his wife and son in New York City.