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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 Name Description Coverage
Full name Complete professional name 100%
Job role / position Role and title 100%
Email Direct email address 50,000
Personal phone Mobile/direct contact 34,200
LinkedIn URL Individual LinkedIn profile ~80%
Business / organization Company name 100%
Business phone Company phone number 39,600
Business website Organization website ~80%
Business Facebook Business Facebook page ~80%
Business X / Twitter Business Twitter/X profile ~80%
Business LinkedIn URL Company LinkedIn page ~80%
Country Geographic location 100%
City City 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)

Role Count Role Count
Chief Investment Officer 2,082 President 1,937
Investor 1,598 Vice President 1,598
Owner 1,511 Portfolio Manager 1,487
CEO 1,312 Investment Manager 908
Partner 775 Principal 639
Chief Executive Officer 586 Principal-Vice President 561
Vice President Investor Relations 503 Managing Partner 502
Investor Relations 434 Chief Operating Officer 406
Senior Vice President 383 Investment Professional 358
Founder 339 President and CEO 327
Manager 293 VP 250
Angel Investor 242 Co-Founder 242
COO 239 Vice President Investments 230
Investment Advisor 220 President and Chief Investment Officer 216
Founder and CEO 215 Head of Investor Relations 213

 

Top Employers (Consolidated)

Employer Count Employer Count
Fidelity Investments 1,244 Barclays Investment Bank 1,238
Wells Fargo 379 Putnam Investments 184
Franklin Templeton Investments 170 Goldman Sachs 163
Fisher Investments 137 PIMCO 107
MFS Investment Management 102 Pioneer Investments 97
American Century Investments 88 Fortress Investment Group 87
Moody’s Investors Service 86 Russell Investments 83
Investopedia 82 Morgan Stanley 79
Stash Invest 78 Investors Bank 76
Federated Investors 74 Nuveen Investments 73
Aviva Investors 72 Standard Life Investments 70
Allianz Global Investors 69 Citi 69
Federal Realty Investment Trust 64 LaSalle Investment Management 64
AXA Investment Managers 63 Investec 63

 

Top Locations

Country Count Country Count
United States 44,314 United Kingdom 3,637
Canada 1,637 France 735
Australia 553 Germany 499
Brazil 390 India 369
Hong Kong 307 Singapore 287
Sweden 222 Netherlands 218
United Arab Emirates 213 Switzerland 210
China 196 Israel 167
Italy 154 South Africa 146
Spain 112 Belgium 100
Japan 97 Denmark 90
Saudi Arabia 85 Ireland 83
Austria 73 Mexico 70

 

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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