James Lavelle

James Lavelle is a Partner at Orthogon Partners, a private equity firm based in New York that specializes in investing in esoteric assets—those with limited competition and unique characteristics. He has been with Orthogon since August 2018 and has played a significant role in shaping the firm's investment strategy, which focuses on achieving higher risk-adjusted returns through unconventional asset classes.12

Professional Background

Before joining Orthogon Partners, Lavelle held various positions at Two Sigma, where he worked for nearly eight years, progressing from Associate to Senior Vice President. His experience there included significant involvement in private equity investments. He began his career as an Investment Banking Analyst at Credit Suisse, where he focused on the Technology, Media, and Telecom sectors.135

Education and Certifications

Lavelle graduated from Princeton University with a Bachelor of Arts in Economics in 2009. He holds several professional certifications, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Public Accountant (CPA), among others. His diverse educational background includes studies in both finance and neuroscience, reflecting his broad interests in applying economic principles across various fields.145

Current Role

At Orthogon Partners, Lavelle emphasizes the importance of identifying and investing in esoteric assets, which are not widely sought after in conventional markets. This approach allows the firm to capitalize on unique opportunities that can yield substantial returns with lower competition.24