Theofanis “Theo” Bakolas joined Havener Capital Partners in May 2012 and is currently a Sales Director, responsible for identifying potential investors for Havener’s clients, facilitating the due diligence process, and maintaining relationships with investors. Prior to being promoted to Sales Director, Theo excelled as our Sales Development Manager for over 6 years. In this role he led the team of Sales Development Associates who are responsible for identifying potential investors for Havener’s clients, conducting interviews and research, understanding investors’ asset allocation plans, and presenting Havener’s clients as potential investment options.
Prior to joining Havener, Theo worked for a research firm that provides market intelligence on global institutional investors to hedge funds, funds of funds, venture capital, real estate and private equity funds. His role there was to develop relationships with global family offices, RIAs and institutional investors to determine their current investment searches and appetite towards alternative funds.
Theo holds his Series 7 and 63 licenses, received his Bachelor of Science in Business Management from Salem State College and is a registered representative of Compass Securities Corporation. In addition, Theo holds the Certified Investment Management AnalystSM designation administered by Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania. He lives in the Boston metro area and enjoys traveling. Theo also loves fishing, and during the summer, he can be found in Cape Cod almost every weekend casting for striped bass.