Leadership

Our team’s Tech experience spans bulge-bracket and middle-market investment banking, VC / private equity investing, corporate development & strategy at VC-backed and large public companies, and successful entrepreneurship starting, funding and exiting private companies - we have extensive experience preparing and positioning businesses to maximize their value potential. 

Robert has over 15 years of financial experience working with institutions, companies and entrepreneurs. Robert also serves at the CEO & CCO for Arrowroot Partners, a FINRA/SIPC member broker dealer. Robert is currently the founder of Arrowroot Family Office, LLC, a boutique wealth management firm working with a wide range of international and domestic clients to provide customized and specialized investment and family office services. Robert is also the portfolio manager for Arrowroot Family Office's fund of funds, Ladrillo Fund, LLC, which invests in a diversified portfolio of alternative investments, including hedge funds, private equity funds, and real estate. Previously, Robert was a Director for Salem Partners, a multi-family office and investment bank in Los Angeles where he served on the investment committee. Prior to Salem Partners, Robert worked at JP Morgan Securities and Bear Stearns, servicing clients in the financial services industry. Robert received his BA from the University of California at Los Angeles (UCLA).

Taylor is responsible for various parts of the deal process including sourcing new clients, advisory services throughout the capital raise and M&A process, and deal execution. Taylor has extensive experience in multiple SaaS verticals including healthcare technology, advertising technology, AI and machine learning, and clean technology. Prior to joining Arrowroot Advisors, Taylor worked in Geneva, Switzerland with the Human Rights Council at the United Nations, where she advised diplomats on key areas of child healthcare including nutrition and safety in conflict. Taylor attended Pepperdine University in Malibu, CA where she graduated magna cum laude in Economics, French and International Studies.

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All securities offered through affiliate FINRA/ SIPC member firm Arrowroot Partners, LLC

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