Advisory Board Member
Todd Walters is the Managing Partner & Co-Founder of Spearhead Strategic Partners.
Mr. Walters has over 25 years of experience in the alternative investment management industry working in Asia, Europe and the United States. He has spent much of his career focused on sourcing alternative investments for institutional and sophisticated investors globally as well as providing capital services for investment managers.
In 2008, Mr. Walters founded New Vernon Financial LLC, a predecessor to the acquisition of Spearhead Capital, LLC. Prior to founding New Vernon Financial LLC, Mr. Walters was a Managing Director at Merrill Lynch within the Hedge Fund Development and Management Group servicing the alternative investment needs of both private and institutional clients.
Before joining Merrill Lynch, Mr. Walters was a Managing Director at Credit Suisse, where he held several roles globally, including as the Head of US and Asia Hedge Fund Coverage for Prime Services based in New York and London.
In 2002, Mr. Walters established and co-managed Arden Asset Management’s London office, where his responsibilities were for international (Asia and Europe based) hedge fund manager research, manager selection and firm marketing. Prior to Arden, Mr. Walters was a Vice President with Morgan Stanley Prime Brokerage in Hong Kong and London where he focused on Sales & Marketing as well as Capital Introductions. Mr. Walters started his career with Wurfbain Management (1996-2000) in Hong Kong managing Asian Capital Holdings, a fund of hedge fund solely dedicated to Asian trading strategies.
Mr. Walters holds a BBA in Finance, Investments and Banking from the University of Wisconsin-Madison.
Advisory Board Member
Jarrett Bostwick is a Partner and Co-Founder of Spearhead Strategic Partners. Mr. Bostwick is also the Managing Principal of National Financial Companies, a multi-family office venture capital investment firm.
Prior to Spearhead and National Financial Companies, Mr. Bostwick was a Partner in the law firm of Handler Thayer, LLP, which provides professional services to affluent families, family offices and privately held companies. He remains of counsel to the firm. Prior to joining Handler Thayer, LLP, Mr. Bostwick was a Partner in the Wealth Planning & Philanthropy Group of Gardner, Carton & Douglas, LLP in Chicago, Illinois. His experience includes tax litigation, valuation and accounting analysis, and serving as the Director of Wealth Planning Design for a nationwide financial planning company.
In December 2005, Mr. Bostwick was named by Worth Magazine as “One of the Top 100 Attorneys in the United States” serving affluent families and family offices. He has also been recognized by various independent organizations on their lists of top attorneys. Leading Lawyers Network named Mr. Bostwick as one of the Top Attorneys in Illinois, in the area of Trust, Will & Estate Planning Law. Mr. Bostwick has also been named to the lists of The Best Lawyers in America for Trusts & Estates Law, and to the Super Lawyers Illinois Rising Stars in the areas of Estate Planning & Probate, and Tax. Mr. Bostwick is a member of the American, Chicago and Illinois State Bar Associations, and was named the Vice Chair of the Exempt Organization Sections of the American Bar Association Real Property Probate and Trust Law Charitable Planning and Exemption Organizations Group. Mr. Bostwick is a nationally prominent speaker and author who has been named to Marquis Who’s Who in America, as well as to The Best Lawyers in America.
Mr. Bostwick earned his Bachelor of Arts in International Affairs Degree at the George Washington University in Washington, D.C., his Juris Doctorate Degree from Gonzaga University School of Law in Spokane, Washington, and his Masters of Law in Taxation from the University of Washington School of Law in Seattle, Washington.