Croatan Investments announces two new members to the team!
Geoffrey “Geo” Chen is a Principal at Croatan Investments and is involved in business development and capital sourcing. He started his career in New York City as a currency trader for the Royal Bank of Scotland. He then segued to Credit Suisse in Singapore where he managed the developed markets currency trading business. In 2017, Geo left the banking industry to manage his capital through his family office, Stratosphere Trading.
Geo is active in the Asian investment community as well as philanthropy, where he supports causes in environmental conservation and humanitarian aid. He received his Bachelors of Science degree from Duke University.
William McKinnon joins us as Managing Director of Capital Markets at Croatan Investments. He focuses his efforts on originating and structuring capital markets solutions for the firm’s initiatives ranging from equity, fund management, and corporate level debt. Prior to Croatan, William was an independent Broker Dealer for 15 years. During that time, he completed 65 capital offerings, was the sell side advisor on 35 M&A transactions, structured non-recourse CMBS financing for real estate owners, and was the primary market maker for 300+ OTC listed companies.
William received his Bachelor’s degree in economics from Roanoke College.
We are excited to expand the Croatan family!