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EverWatch Financial, Inc.
EverWatch is a single family office, primarily focused on in-house investment management. Strategies include fund and direct investing. The firm has a...
EverWatch Financial, Inc.
EverWatch is a single family office, primarily focused on in-house investment management. Strategies include fund and direct investing. The firm has a long-term investment horizon and is focused on growing capital across generations. It seeks to invest in high quality assets with strong fundamental growth potential, and partners with best-in-class sponsors with established track records, differentiated value creation strategies, and deep industry experience/domain expertise.
General information
Firm type
Family Office (Unspecified)
Year founded
1999
Location
Region
North America
Country
United States
City
Providence
Principals
Alex Young
Analyst
Bob Breyer
Chief Financial Officer
Frank DiMatteo
Controller
Lauren Boe
Financial Analyst & Assistant to the CEO
Lisa Ballarino
Executive Assistant
Matt Womble
CEO | Founder | Board Member
Rodney Lumpkin
Director of Private Markets
Ted Kokas
Chief Investment Officer
Ted Simpson
General Counsel | Chief Operating Officer
Tom Phillips
Investment Associate
Sector focus
Frequently asked questions
What type of firm is EverWatch?
EverWatch is a single family office primarily focused on in-house investment management with strategies that include fund and direct investing.
What is EverWatch's investment horizon?
EverWatch has a long-term investment horizon and is focused on growing capital across generations.
What does EverWatch seek in its investments?
The firm seeks to invest in high quality assets with strong fundamental growth potential and partners with best-in-class sponsors that have established track records, differentiated value creation strategies, and deep industry experience.
What asset classes does EverWatch focus on?
Investment focus areas include Public Equities, Fixed Income, Private Equity, Venture Capital, Real Assets, and Alternatives.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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