Daniel Mortazavi's career has centered on connecting wealthy investors with private markets rather than on traditional deal-making, built over 15 years at Morgan Stanley where he eventually led the Private Equity, Credit, and Direct Investment platforms, followed by a role co-heading private wealth distribution at Sera Global across wirehouse, private bank, and RIA channels. He brings an unusual mix of credentials to this work, holding both a B.A. in Political Science from Loyola University Maryland and the CFA charter.