About

DAVE WOLCOTT, CEO 

Pantheon Investments was founded by Dave Wolcott, a wealth building visionary who’s journey began with a passion for uncovering the financial strategies that propel the ultra-wealthy. He spent most of his life accumulating insights, knowledge, and experience in alternative wealth building from the best investors in the world to provide a blueprint to become ultra-wealthy like the top 1%.

With over 20 years of deep immersion in alternative assets, seeking out, learning from, and partnering with the top minds in private markets, tax strategy, and multi-generational wealth, and practical experience implementing and realizing results, Dave accumulated invaluable insider knowledge that led him to develop the proprietary Pantheon Holistic Wealth Strategy.

This approach combines Dave’s lifetime of ultra-high-level wealth building insight with a personal mission to empower clients, sharing the strategies and insider knowledge that have long been exclusive to the most affluent investors. Under Dave’s leadership, Pantheon Investments has become a beacon for entrepreneurs looking to build up wealth beyond the conventional stock market approach, offering a pathway to financial freedom and legacy wealth, all anchored by a mission on values, purpose, and fulfillment in life.

About

Ryan Anderson, CFO 

During Ryan’s two decades of professional experience, he has raised debt and equity capital, built high-performance teams, transformed and scaled organizations, and driven the achievement of uncommon financial results. Prior to joining Pantheon Investments, Ryan enjoyed serving as the CFO of multiple high-growth companies in several sectors including a VC-backed brand-tech startup, multiple full-service ad agencies, a global strategy execution consulting firm, and multiple law firms. As a member of the leadership team, Ryan supports strategy development and execution related to the growth ambitions of the firm. Ryan holds a BBA in Accounting from Oglethorpe University as well as an MBA in Global Business from Georgia Tech.

About

Shuvam Bhaumik, Head of Family Office & Capital Markets

Shuvam Bhaumik brings over two decades of experience in private asset management to Pantheon Investments, serving as Head of Family Office & Capital Markets. Prior to joining Pantheon, he was the Managing Partner at SB Investment Partners | Family Office LLC in Boston, Massachusetts. His expertise is extensive in developing sophisticated investment strategies that ensure capital appreciation and tax efficiency for a diverse clientele including institutions, family offices, private equity and venture capital firms, as well as entrepreneurs and business owners both in domestic and international markets.

Shuvam’s strategic approach to asset management and planning is designed to provide clients with customized investment solutions that address their unique financial goals. His deep understanding of the dynamics of family offices and capital markets enriches Pantheon’s offerings, ensuring that clients have access to comprehensive and advanced wealth management strategies. Shuvam’s leadership is instrumental in guiding investors through complex market landscapes, empowering them with the knowledge and tools necessary to achieve substantial financial success and security.

About

Selah Keleshian, Operations Coordinator 

Selah Keleshian is the Operations Coordinator in Pantheon Investments. She brings over 10 years of administrative experience in managing client centric office operations. Selah is equipped with exceptional ability to facilitate all aspects of communication, support the day to day administrative, financial and operational functions by working collaboratively with executives. She has proven her talent for aligning business objectives with comprehensive administrative knowledge to achieve maximum operational impacts, conserve time and boost efficiency.

About

Adelaide Vestal, Innovation Manager

Adelaide Vestal is the Marketing Coordinator and Strategist at Pantheon Investments. She brings an extensive background in project management to her role, where she effectively drives the firm’s marketing initiatives. Adelaide collaborates with subject matter experts to shape educational content, orchestrates comprehensive marketing campaigns, and enhances social media engagement, effectively promoting Pantheon’s innovative wealth-building strategies.