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    Itay Vinik

    Co-Founder & Chief Investment Officer at Equi

    Itay Vinik is a seasoned investment professional and entrepreneur who currently serves as the Co-Founder and Chief Investment Officer at Equi, a position he has held since January 2020.1 Equi is an alternative investment platform that aims to provide uncorrelated investment opportunities to accredited investors.13

    Professional Background

    Prior to founding Equi, Vinik had an extensive career in the financial sector:

    United Global Advisors:: From June 2013 to December 2019, Vinik was the Co-Founder and Chief Investment Officer/Portfolio Manager at United Global Advisors, a $100 million investment advisory firm. He served as the head portfolio manager for Ace of Swords, LP, and developed various trading and hedging strategies.1

    UBS:: Vinik worked as a Wealth Analyst at UBS in Beverly Hills, CA, from February 2011 to June 2013. He assisted a top Ultra High Net Worth advisor, managing clients with a total of $250 million in assets under management (AUM).1

    Israeli Defense Forces:: Before his finance career, Vinik served as a Staff Sergeant in the Israeli Defense Forces from March 2004 to March 2007, leading a team of combat medics in an elite artillery unit.1

    Education

    Vinik studied Global Studies with a specialization in Economics at the University of California, Los Angeles.1

    Recent Achievements

    Under Vinik's leadership, Equi has seen significant growth:

    • In October 2022, Equi announced a $15 million Series A funding round.2
    • The company was on track to become one of the fastest invest-tech platforms to reach $100 million in AUM.2
    • Equi has secured a total of $25 million in backing from investors including Smash Capital, Montage Ventures, Vesey Ventures, and Foundation Capital.1

    Vinik is fluent in both Hebrew and English, with native or bilingual proficiency in both languages.1

    Related Questions

    What are the key strategies Equi uses to find uncorrelated alternative investments?
    How did Itay Vinik's experience in the Israeli Defense Forces influence his career in finance?
    What makes Equi different from other investment platforms?
    How did Itay Vinik transition from UBS to founding Equi?
    What are some of the notable investments Equi has made recently?
    Itay Vinik
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    Location

    Austin, Texas, United States