Phil Haslett

Founder

New York, New York, United States16 yrs 9 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of a leading pre-IPO investment platform.
  • Facilitated over $2 billion in transactions.
  • Passionate about democratizing access to alternative assets.
Stackforce AI infers this person is a Fintech expert with a strong focus on investment strategies and private equity.

Contact

Skills

Core Skills

InvestmentsPrivate EquityPortfolio ManagementTradingFinancial AnalysisMarket Research

Other Skills

ValuationBusiness StrategyMarket Trends AnalysisCapital MarketsStart-upsAlternative InvestmentsVenture CapitalFinTechInvestor RelationsSecondary MarketEquitiesHedge FundsFixed IncomeStrategyData Analysis

About

As the founder and chief strategy officer of EquityZen, I have over 10 years of experience in creating and scaling a leading pre-IPO investment platform that connects shareholders of private companies with investors seeking access to late-stage growth opportunities. I oversee the strategic direction, partnerships, and operations of the company, which has facilitated over $2 billion in transactions across more than 450 companies. My core competencies include investments, valuation, and private equity, which I developed through my previous roles as an investment professional at Barclays Capital and Pomelo Capital, where I managed portfolios, executed trades, and analyzed market trends. I graduated from Tufts University with a BS in Quantitative Economics, and I am passionate about democratizing access to alternative assets and empowering shareholders and investors with liquidity and transparency. In addition to my role at EquityZen, I also serve as an advisor to Carry, a sports-fintech startup that is innovating in the field of sports crowdfunding And I like golf a lot.

Experience

Carry

Advisor

Oct 2021Sep 2025 · 3 yrs 11 mos

Equityzen

Founder | Chief Strategy Officer

May 2013Present · 12 yrs 10 mos · New York, United States

InvestmentsValuationPrivate EquityBusiness StrategyFinancial Analysis

Pomelo capital

Vice President

Jan 2012May 2013 · 1 yr 4 mos · New York, NY

Portfolio ManagementMarket Trends AnalysisTrading

Barclays capital

Analyst/Associate/VP

Jun 2009Jan 2012 · 2 yrs 7 mos · Greater New York City Area

Financial AnalysisMarket ResearchCapital Markets

Education

Tufts University

BS — Quantitative Economics

Singapore American School

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