James Dowd Overview

  • Primary Position
  • Founder, Chief...

  • Primary Industry
  • Information Technology

  • Med. Deal Size

  • Med. Valuation

James Dowd General Information

Biography

Mr. James Dowd is the Founder and serves as Chief Executive Officer, CIO, Managing Director and Board Member at North Capital. Prior to this, he has served as a Board Member at Balance Worldwide Financial. He was previously a Senior Managing Director at Bear Stearns from 2003 to 2008. He has worked in New York, London, Tokyo, and Hong Kong and has been involved in developing new financial services businesses for over 25 years. He is a CFA charter holder and a CPA. He serves as a Manager at REITless Impact Opportunity Zone Strategies. He is a Co-Founder & serves as Principal & Advisor at Guardd.

Contact Information

Primary Position
Founder, Chief Executive Officer, CIO, Managing Director & Board Member, North Capital
Education
Georgetown University, BS (Bachelor of Science)
Georgetown University, Graduate
Gender
Male
Total Investments
Email
ji
Phone
+1 (415)
Address
  • 7416 South Butler Hills Drive
  • Salt Lake City, UT 84121-5008
  • United States
+1 (888)

James Dowd Positions (2)

Firm name Firm type Title Location Industry Since
Guardd Company Co-Founder, Principal & Advisor Denver, CO Business/Productivity Software
North Capital Company Founder, Chief Executive Officer, CIO, Managing Director & Board Member Midvale, UT Brokerage

James Dowd Board Seats (1)

Company Industry Ownership Status Financing Status Location Since
Balance Worldwide Financial Other Financial Services Out of Business Formerly Angel backed Philadelphia, PA

James Dowd Lead Partner on Deals (2)

Company Deal Date Deal Type Deal Size Deal Status Industry Location
Access Investors Network 18-Jan-2017 Merger/Acquisition Completed Financial Software San Francisco, CA
Seed&Spark 19-Sep-2016 Completed Other Financial Services Los Angeles, CA

James Dowd Network (29)

Board Members (4)

Name Company Representing Location From
Dina Shoman Balance Worldwide Financial Self Philadelphia, PA
Sigward Moser Balance Worldwide Financial Self Philadelphia, PA
Balance Worldwide Financial Self Philadelphia, PA
Balance Worldwide Financial Balance Worldwide Financial Philadelphia, PA

Portfolio Executives (25)

Name Company Role Deal date Location
Aaron McDaniel Access Investors Network Co-Founder & Chief Executive Officer 18-Jan-2017 San Francisco, CA
Wen Wei Access Investors Network Co-Founder 18-Jan-2017 San Francisco, CA
Seed&Spark Co-Founder & Chief Technology Officer 19-Sep-2016 Los Angeles, CA
Seed&Spark Advisor 19-Sep-2016 Los Angeles, CA
Seed&Spark Chief Product Officer 19-Sep-2016 Los Angeles, CA

James Dowd FAQs

  • Who is James Dowd?

    Mr. James Dowd is the Founder and serves as Chief Executive Officer, CIO, Managing Director and Board Member at North Capital.

  • How much does James Dowd typically invest?

    James Dowd's median deal size is .

  • What is James Dowd’s main position?

    James Dowd’s primary position is Founder, Chief Executive Officer, CIO, Managing Director & Board Member.

  • What are the contact details for James Dowd?

    James Dowd’s email address is ji and his phone number is +1 (415) .

  • How many active board seats does James Dowd hold?

    James Dowd holds a board seat in Balance Worldwide Financial.

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