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F O U N D I N G   P A R T N E R

David Mandy comes to marketing and finance with a well-furnished mind. He has a broad liberal arts background and holds an MA in American Studies from NYU. David left academia to become a copy- writer at McCann-Erikson and Saatchi & Saatchi where he worked on iconic brands like Coca-Cola, Alka-Seltzer, and Black & Decker. He is a master of synthesizing complex ideas into easy to grasp concepts. 


After 10 years of working in creative departments of big ad agencies, David was ready for a change. He took his first-class marketing skills to Wall Street. He went from marketing packaged goods

to institutionalizing small-cap companies.His goal was still the same - to discover a company's voice and communicate it.


At the end of the day, non-deal investor targeting and communications is a marketing function.
David has been a student of marketing his whole career. He is quick to throw out tired cliches and hackneyed processes. He’s devoted to effective marketing, which always saves clients time, money and headaches.

John Otis is the "O" in O/M.

John was in advertising for over 30 years. He

began his career writing on Colgate-Palmolive, Continental Baking, and Standards Brands at the prestigious Ted Bates agency where he was an account supervisor on a  portion of the Mars acccount. He then joined Rumill-Hoyt as an account supervisor on Duffy Mott Foods.


John was a Princeton graduate and contributed gravitas to the firm in its early days.

Rest in peace, John.