Mission Creek Capital Partners, Inc.

Marisa Heiden is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Creek Capital Partners, Inc. in San Francisco. Her prior experience includes roles at Burton Enright Welch and Wells Fargo. Mission Creek Capital Partners serves a diverse client base including institutional investors, private clients, pension plans, and pooled investment vehicles. The firm employs a core-and-satellite investment approach with fundamental and economic analysis, offering discretionary portfolio management, wealth planning, concentrated stock management, and specialized services such as private equity distribution and sub-advisory solutions.

Lorena Moudi is a financial advisor at Mission Creek Capital Partners, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2013 to 2020. Mission Creek serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, state and municipal entities, and other registered advisers. The firm employs a core-and-satellite investment approach with fundamental company analysis and a top-down economic overlay, offering discretionary portfolio management, wealth planning, sub-advisory services, and specialized private equity distribution and post-venture management.

Melanie Pelayo is a CFP® professional with 15 years of industry experience. She worked at Financial Perspectives from 2004 to 2019 before joining Mission Creek Capital Partners, Inc., where she is part of an eight-advisor team based in San Francisco, CA. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, and executives. The firm employs a core-and-satellite investment approach with fundamental bottom-up analysis and a top-down economic overlay, offering a range of services such as discretionary portfolio management, wealth planning, and specialized private equity distribution and post-venture management.

Ian Fraley is a financial advisor with Mission Creek Capital Partners, Inc. in San Francisco, holding a Series 65 designation and 23 years of industry experience. He has been with Mission Creek since 2014. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and pooled investment vehicles. The firm employs a core-and-satellite investment approach combining bottom-up company analysis with a top-down economic overlay, and offers discretionary portfolio management, wealth planning, concentrated stock management, sub-advisory services, and specialized private equity distribution and post-venture management.

Henri Moudi is a CFP® and CFA® with nine years of industry experience. He has been with Mission Creek Capital Partners, Inc. since 2012. The firm serves a diverse client base including institutional and private clients such as pension plans, endowments, foundations, executives, and entrepreneurs. Mission Creek employs a core-and-satellite investment approach combining fundamental bottom-up analysis with a top-down economic overlay, and offers specialized services including private equity distribution and post-venture management.

Shana Ballard is a CFP® and Series 66-registered advisor with 15 years of industry experience. She is currently with Mission Creek Capital Partners, Inc., joining the firm in 2025 after previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and other financial firms. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and governmental entities. The firm employs a core-and-satellite investment approach combined with fundamental bottom-up analysis and top-down economic overlays, offering discretionary portfolio management, wealth planning, and specialized private equity distribution services.

Jonathan Lederer is a CFA® charterholder with 16 years of experience in the financial industry. He has been managing Lederer Private Wealth Management, LLC since 2005. He is based in San Francisco, CA. Mission Creek Capital Partners, Inc. serves institutional and private clients such as pension plans, endowments, foundations, executives, and entrepreneurs. The firm employs a core-and-satellite investment approach combining fundamental bottom-up analysis with a top-down economic overlay, and offers services including discretionary portfolio management, concentrated stock management, and private equity distribution and post-venture management.

Lawrence Hing is a financial advisor at Mission Creek Capital Partners, Inc. in San Francisco, holding a Series 65 designation. He has been with Mission Creek since 2021, with prior experience at Aperio Group and NATIONAL MI, INC. Mission Creek Capital Partners serves institutional and private clients with discretionary portfolio management, wealth planning, and private equity distribution services. The firm employs a core-and-satellite investment approach combined with fundamental company analysis and a top-down economic overlay.

Charles Gehring is a CFA® charterholder with 27 years of industry experience. He has been with Mission Creek Capital Partners, Inc. since 2009. The firm serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and pooled investment vehicles. Mission Creek combines a core-and-satellite investment approach with fundamental analysis and economic overlays, offering discretionary portfolio management, wealth planning, sub-advisory services, and specialized private equity distribution and post-venture management.