About
Dave Crisp is Managing Director at Westerly Capital Management, LLC, an investment management firm based in San Francisco, California. In his current role, he oversees investment strategy and portfolio management, with a focus on alternative investments and institutional asset management for a select client base.
Crisp's professional expertise covers a range of sectors and asset classes, particularly within equity trading, alternative investments, and capital markets. Westerly Capital Management is known for its experience in portfolio management, alternative and private equity investments, and trading strategies, though specific sector allocations managed by Crisp are not publicly detailed.
With more than twenty years of experience in finance, Crisp has established a reputation for effective risk management and hands-on portfolio oversight. While detailed public information on his previous roles and educational credentials is limited in the available sources, his leadership at Westerly is confirmed across multiple platforms as central to the firm’s strategic direction in alternative and institutional investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westerly Capital Management, LLC | Managing Director | Jan 2015 to Present | — |
| Westerly Capital Management, LLC | Managing Director | Jan 2015 to Jun 2022 | Investments in public TMT companies |
| AUTOPAY | Board Observer | Apr 2017 to Jan 2022 | Technology enabled auto refinance |
| Canopy Capital | Co-Founder | Mar 2009 to Jan 2021 | Investments in growing private technology companies |
| Accel-KKR | Vice President | Jan 2002 to Apr 2009 | PE firm focused on technology buyouts |
| Endurance International Group | Board Director | Jan 2008 to Jan 2009 | Web hosting and application provider for SMBs (Nasdaq: EIGI) |
| Applied Predictive Technologies | Board Observer | Jan 2006 to Jan 2009 | Predictive analytics software provider |
| JP Morgan | Senior Analyst | Jan 1999 to Jan 2002 | — |
Education
University of Colorado Boulder - Leeds School of Business
BS, Finance and Entrepreneurship
1995 — 1998
Colorado College
1994 — 1995
Choate Rosemary Hall
1992 — 1994
Others at Westerly Capital Management, LLC (1)
| Name | Role | Location |
|---|---|---|
C Chris Galvin | Managing Partner | San Francisco, CA , United States |