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Investment Executives Email List – 55.7K records (13 data points + personal phone)

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55,700 investment executives with 50K emails & 34K personal phones. Target chief investment officers, portfolio managers, and investors at Fidelity, Barclays, Wells Fargo.

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Description

Published / updated October 2025

 

Our Investment Executives Email List provides 55,700 verified investment and funding professionals with comprehensive contact details. This database includes 50,000 email addresses, 34,200 personal mobile numbers, and 39,600 business phone lines for chief investment officers, portfolio managers, and investment partners across major financial institutions.

 

Database Columns & Coverage:

    • Full Name & Job Position – Professional identification

    • Email Address – 50,000 verified emails (90% coverage)

    • Personal Phone – 34,200 mobile numbers

    • LinkedIn Profile – Individual professional profiles

    • Organization Details – Investment firm names

    • Business Phone – 39,600 company lines

    • Company Digital Presence – Websites, social media profiles

    • Geographic Data – Country and city locations

 

 
Column NameDescriptionCoverage
Full nameComplete professional name100%
Job role / positionRole and title100%
EmailDirect email address50,000
Personal phoneMobile/direct contact34,200
LinkedIn URLIndividual LinkedIn profile~80%
Business / organizationCompany name100%
Business phoneCompany phone number39,600
Business websiteOrganization website~80%
Business FacebookBusiness Facebook page~80%
Business X / TwitterBusiness Twitter/X profile~80%
Business LinkedIn URLCompany LinkedIn page~80%
CountryGeographic location100%
CityCity location~80%

 

Target 2,082 chief investment officers, 1,937 presidents, and 1,598 investors at leading investment firms including Fidelity Investments (1,244 contacts), Barclays Investment Bank, Wells Fargo, and Goldman Sachs. The database covers 44,314 US-based investment professionals with significant international coverage across the UK, Canada, and European financial centers.

 

Top Roles (Consolidated)

RoleCountRoleCount
Chief Investment Officer2,082President1,937
Investor1,598Vice President1,598
Owner1,511Portfolio Manager1,487
CEO1,312Investment Manager908
Partner775Principal639
Chief Executive Officer586Principal-Vice President561
Vice President Investor Relations503Managing Partner502
Investor Relations434Chief Operating Officer406
Senior Vice President383Investment Professional358
Founder339President and CEO327
Manager293VP250
Angel Investor242Co-Founder242
COO239Vice President Investments230
Investment Advisor220President and Chief Investment Officer216
Founder and CEO215Head of Investor Relations213

 

Top Employers (Consolidated)

EmployerCountEmployerCount
Fidelity Investments1,244Barclays Investment Bank1,238
Wells Fargo379Putnam Investments184
Franklin Templeton Investments170Goldman Sachs163
Fisher Investments137PIMCO107
MFS Investment Management102Pioneer Investments97
American Century Investments88Fortress Investment Group87
Moody’s Investors Service86Russell Investments83
Investopedia82Morgan Stanley79
Stash Invest78Investors Bank76
Federated Investors74Nuveen Investments73
Aviva Investors72Standard Life Investments70
Allianz Global Investors69Citi69
Federal Realty Investment Trust64LaSalle Investment Management64
AXA Investment Managers63Investec63

 

Top Locations

CountryCountCountryCount
United States44,314United Kingdom3,637
Canada1,637France735
Australia553Germany499
Brazil390India369
Hong Kong307Singapore287
Sweden222Netherlands218
United Arab Emirates213Switzerland210
China196Israel167
Italy154South Africa146
Spain112Belgium100
Japan97Denmark90
Saudi Arabia85Ireland83
Austria73Mexico70

 

Ideal for financial technology companies, investment service providers, fundraising consultants, and financial software vendors targeting decision-makers in asset management, private equity, and investment banking.

 

Data example (scroll right)

Full nameJob role / positionEmailPersonal phoneLinkedIn URLBusiness / organizationBusiness phoneBusiness websiteBusiness FacebookBusiness X / TwitterBusiness LinkedIn URLCountryCity
Rick WittChief Investment Officer[email protected]http://www.linkedin.com/in/xxxxxxxxxxxxxxxxxxxxxxMutual of Omaha Companies(708) 478-6625http://www.mutualofomaha.comhttps://www.facebook.com/xxxxxxxxxxxxhttps://www.x.com/xxxxxxxxxxxxhttp://www.linkedin.com/company/165078United StatesOmaha
Lisa WinklerCareer Opportunity Match Maker[email protected]+17325989143http://www.linkedin.com/in/xxxxxxxxxxxxxxxxxxxxD.I.G Investedhttp://www.linkedin.com/company/1411681United StatesNew York
Husein AdenwalaProduct Manager[email protected]+13126309880http://www.linkedin.com/in/xxxxxxxxxxxxxxxxxxxxxxZacks Investment Research(312) 630-9880http://www.zacks.comhttp://www.facebook.com/xxxxxxxxxxxxxxxxxxxxhttps://www.x.com/xxxxxxxxxxxxhttp://www.linkedin.com/company/13989United StatesChicago
Zachary HalpernChief Investment Officer[email protected]+12129603750http://www.linkedin.com/in/xxxxxxxxxxxxxxxxxxxxDwight Development Group LLC(212) 960-3750http://www.dwightcapital.comhttps://www.facebook.com/pages/xxxxxxxxxxxxxxxxxxxxhttps://x.com/xxxxxxxxxxhttp://www.linkedin.com/company/5390788United StatesNew York
Stefan WolfChief Investment Officer[email protected]+12127298148http://www.linkedin.com/in/xxxxxxxxxxxxxxxxxxEaglewood Capital Management Llchttp://www.eaglewoodcapital.comhttp://www.facebook.com/pages/xxxxxxxxxxxxxxxxxxxxxxxxxUnited StatesNew York
Amish MehtaFounder[email protected]+16504899100http://www.linkedin.com/xxxxxxxxxxxxxAmish MehtaUnited StatesSan Francisco
Howard ReichSenior Vice President[email protected]http://www.linkedin.com/in/xxxxxxxxxxxxxxxxNuveen Investments Inc.(800) 257-8787http://www.nuveen.comhttp://x.com/xxxxxxxxxxxhttp://www.linkedin.com/company/8968United StatesChicago
Justin PellegrinoRegional Property Manager[email protected]+12059492060http://www.linkedin.com/pub/xxxxxxxxxxxxxxxxxCapstone Real Estate Investments(205) 949-2060http://www.capstonerealestateinvestments.comhttps://www.facebook.com/xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxhttps://www.x.com/xxxxxxxxxxxxhttp://www.linkedin.com/company/2881706United StatesAtlanta
Nicholas KingVP[email protected]+16149012400http://www.linkedin.com/in/xxxxxxxxxxxxxxxxxxxxPreferred Real Estate Investments Inc(614) 901-2400http://www.livepreferred.comhttp://www.linkedin.com/company/1995664United StatesColumbus
Ken EbyPrincipal-vice President[email protected]Ken EBY InvestmentUnited StatesPuyallup
David EddyOwner[email protected]+18006758500http://www.linkedin.com/in/xxxxxxxxxxxxxxxxNEFCO Fire Investigations(603) 330-9889http://www.nefco.nethttp://www.linkedin.com/company/1143684United StatesBoston
Trisha ZellerDept-cord+17145575511Lexington Investment CompanyUnited StatesCosta Mesa
Ramzy SabbaraPresident+16193981680Mortgage Lending and InvestementsUnited StatesSan Diego
Richard WangCo-founder Managing Partner[email protected]+14156452400http://www.linkedin.com/in/xxxxxxxxxxxxxxxxxTenzing Global Investors(415) 645-2400http://www.tenzing-global.comhttp://www.linkedin.com/company/2120776United StatesSan Francisco
Margaret KnowlesSr. VP Developmenthttp://www.linkedin.com/in/xxxxxxxxxxxxxxxxxxxxMorguard Investments Ltd.http://www.morguard.comhttps://www.facebook.com/xxxxxxxxxxxxxxxxxxxxhttp://www.linkedin.com/company/69436CanadaToronto
James StirlingHead Of Emerging Companies[email protected]http://www.linkedin.com/in/xxxxxxxxxxxxxxxxxxxINVESTEC BANK PLC(212) 259-5610http://www.investec.comhttps://www.facebook.com/xxxxxxxxxxxxxxxxxxxxhttps://x.com/xxxxxxxxxhttp://www.linkedin.com/company/4483United Kingdom
Sean HenaghanChief Investment Officer Multi-asset Group[email protected]+13122617690http://www.linkedin.com/pub/xxxxxxxxxxxxxxxxxAMP Capital+61 2 9257 5000http://www.ampcapital.comhttp://www.linkedin.com/company/4010AustraliaSydney
Mary OliveiraExecutive Officer[email protected]Rescom InvestmentsUnited StatesSan Diego
Jim AlfonsoPresident[email protected]+14804230187http://www.linkedin.com/pub/xxxxxxxxxxxxxxxxxxxxArizona Protection Agency & Private Investigations(480) 423-0187http://www.arizonaprotectionagency.comhttps://www.facebook.com/xxxxxxxxxxxxxxxxxxxxxxxxxxxxxhttps://x.com/xxxxxxxxxxxxxxxhttp://www.linkedin.com/company/3771025United StatesScottsdale
Edmond MontgomeryVice-president Business Development[email protected]http://www.linkedin.com/pub/xxxxxxxxxxxxxxxxxxxxxxxxInvestment Professionals(800) 593-8800http://www.invpro.comhttp://www.linkedin.com/company/82879United StatesSan Antonio
Richard BrennerCeo; President[email protected]+19373204300RDB Investments(937) 427-1915http://www.jackspets.comhttp://www.linkedin.com/company/8969196United StatesBeavercreek
Shanti BergelInvestor[email protected]http://www.linkedin.com/in/xxxxxxGree Internationalhttp://www.gree.nethttp://x.com/xxxxxxxxxxxhttp://www.linkedin.com/company/134348United StatesSan Francisco
Greg LokInvestor[email protected]+16506699020http://www.linkedin.com/in/xxxxxxxxKnightscope(650) 924-1025http://www.knightscope.comhttps://www.facebook.com/xxxxxxxxxxxhttps://x.com/xxxxxxxxxxxxhttp://www.linkedin.com/company/3206754United StatesSan Francisco
Dale WannenFounder[email protected]+17077669480http://www.linkedin.com/in/xxxxxxxxxxxSustainvest Asset Management(707) 766-9480http://www.sustainvestmanagement.comhttps://www.facebook.com/xxxxxxxxxxxxxxxxhttps://www.x.com/xxxxxxxxxxxxhttp://www.linkedin.com/company/3063228United StatesPetaluma
Jay DefrankVice President Of Communications And Government Relations[email protected]+18605654321http://www.linkedin.com/in/xxxxxxxxxxxxxxxxxxxxxCenturion Investments(860) 565-4321http://www.pratt-whitney.comhttp://www.facebook.com/xxxxxxxxxxxxxxxxxxxxhttp://www.x.com/xxxxxxxxxxxxxxxxhttp://www.linkedin.com/company/1229424United StatesEast Hartford
Richard OrtonProperty Manager[email protected]+16177787201ext309Taurus Investment Holdings(617) 357-4440http://www.tiholdings.comhttp://www.linkedin.com/company/3358243United StatesBoston
Brian BusbyHead Of Trading[email protected]+12148715231http://www.linkedin.com/in/xxxxxxxxxxxxxxxxRanger Investment Management(214) 871-5200http://www.rangercap.comhttp://www.linkedin.com/company/95156United States
Andrew DavidsonPresident Davidson Investment Advisors[email protected]+14067274200D.A. Davidson Companies(406) 727-4200http://www.dadavidson.comhttps://x.com/xxxxxxxxxxxxhttp://www.linkedin.com/company/16404United StatesGreat Falls
Glenn OakesPresident[email protected]+14065877251http://www.linkedin.com/in/xxxxxxxxxxxxxxPogo Investments(212) 652-6400http://www.aol.comhttps://www.facebook.com/xxxxhttp://x.com/xxxhttp://www.linkedin.com/company/1258United StatesBozeman

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