Portfolia is pleased to announce the appointment of Yvette Sadler Butler and Daphne Jackson Dickson to its Board of Directors. Yvette Sadler Butler is CEO and Founder of Hive Wealth, a community wealth planning app providing a NextGen platform linking Non-Profit Membership Organizations and their Members to wealth techs including wills & trusts, investments, and insurance to drive wealth building and manage wealth transfer. For the first time, the banking value system is opened up to Non-Profit Foundations for their social impact investments. She was also the former President of SVB Private Banking & Wealth Management and brings more than 30 years of experience working at the intersection of technology and wealth management, former President of Capital One Investing, the first large bank to build its robo-advisor digital platform, Managing Director for Wells Fargo Advisors, Head of Investor Marketing for E*TRADE, and various positions at Merrill Lynch, McKinsey & Company and Charles Schwab. Daphne Jackson Dickson is the COO and director of alternative investments at SFG Asset Advisors. She co-manages the alternative investment strategy, research, and allocation. Additionally, she oversees the legal, compliance, operations, and governance of the family office and associated entities. From 1995 to 2006, Daphne worked in public relations and marketing, which included running the launch of over 40 consumer-facing technology companies and major product introductions. She holds a B.A. in Communications from The University of Virginia and is a member of 100 Women in Finance (100WF) and PEWIN. Dickson was an early investor in Portfolia Inc, and has provided advice and counsel through its growth. “Their extensive experience and insights will be invaluable as we continue our rapid growth, activating the wealth of women globally through unique and personalized investment products,” said CEO and Founder, Trish Costello. The core of Portfolia’s services are specially designed, thesis-focused venture capital funds, providing out-sized returns and impact for women. Portfolia is best known for its women’s health investments, launching the first venture capital funds focused on women’s health in the US, with 50+private women’s health companies in its extensive portfolio. Notable investments include Maven Clinic, Everly Health, B.Well, Bone Health, Your Choice, Hey Jane, Lighthouse Pharma, L-Nutra, and others. These companies collectively serve over 102 million customers across 115 countries, boast a combined value of over $17B, generate over $1.1B in revenue, and employ 10,000 people globally. Impressively, 69% of these companies are led by female CEOs and 49% by BIPOC individuals. Join us as we continue to shape the future with our investments. #WomenInHealth #WomensHealth, #EmpowerWomen #Portfolia #womeninvesting #womeninventure #womenleaders #womeninvestors #femtech #choice #reproductivehealth #birthcontrol #femtech #portfolia
Very exciting additions. Daphne Jackson Dickson I'm particularly pleased to see you getting more involved with Portfolia!
Powerful momentum for the Portfolia community!!
Wonderful additions to Portfolia's board and strength for supporting Portfolio's way forward! 🤩 ⭐