We are a multi-family office committed to providing cutting edge insights and opportunities for our clients.
Drum Hill Capital was founded in 1998 with the mission to create a unique type of investment firm, one where entrepreneurial clients could seek out not only traditional asset management services, but receive impartial and informed advice on the wide variety of other endeavors they sought to pursue.
In the time since our founding, the world has changed dramatically: global markets are more connected than ever, and technology seems to be unleashing new challenges and opportunities almost every day. Although we live in an era of unprecedented access to information, separating the signal from the noise has become more challenging than ever.
As all of this has occurred, we have come to realize that our most valuable asset is our unique and ever-changing worldview. Staying abreast of the trends across industries, markets and borders, we are always on the lookout for unique opportunities. For our clients, our broad knowledge base is a valuable resource, informing portfolio management decisions in public and private markets, building new connections between generations of entrepreneurs and offering in-depth, unbiased insights on the trends changing our world.
We offer a unique suite of services to serve the needs of our entrepreneurial client base.
In addition to his leadership role at the firm, Dave serves as Chief Investment Officer and takes a hands-on approach to evaluating and choosing the investments that end up in clients’ portfolios.
Prior to founding Drum Hill Capital, Dave worked in a variety of roles in the financial services industry on the institutional side of the business.
Dave received a B.A. in Government from Connecticut College, and an MBA in Finance from NYU’s Stern School of Business.
Dave is an avid reader of books on American history and a music lover who still hasn’t quite given up on a career in music production.
Prior to joining Drum Hill, Zach interned at UBS Private Wealth Management’s Washington, D.C. office, and worked in HSBC’s Investment Banking Division. Zach also spent a summer working at Alternative Investment Group, a $1.6 billion hedge fund of funds.
Zach has a BS/BA in Finance and International Business from Georgetown University’s McDonough School of Business.
He speaks Spanish, Portuguese, German and Arabic.
He enjoys travel, sailing, and playing squash in his spare time.
Prior to joining Drum Hill, Ron worked for Fidelity Investments for 18 years in roles with increasing responsibility in the areas of operations, process improvement, quality assurance and client management.
Most recently, he was a Client Service Manager for a Registered Investment Advisor client base with $4.5B in assets under management on the Institutional platform.
Ron graduated cum laude with a BS in Marketing from Boston College.
When not at work, Ron enjoys spending time with his wife and children. In his spare time, he coaches youth sports and is also a certified basketball referee.
Coming from a start-up and consulting background, his main focus is assisting clients and founders with business plan consulting, capital structure guidance, investment due diligence, and other needs.
He is a professional engineer with previous work experience in both domestic and emerging markets. He has worked on numerous projects ranging from environmental impacts to social media rating systems.
Matt also holds a B.S. in Civil Engineering from Auburn University.
He enjoys sports of all kinds, but especially Auburn football, War Eagle!
Last month, I had the opportunity to attend Berkshire Hathaway’s Annual Meeting. This “Woodstock for