Leland Westerfield

No open positions remaining

Net worth: 505 372 $ as of 30/08/2026

57 year

97 connections

Finance

Consumer Services

Technology Services

Profile

Leland Westerfield formerly worked at Uphold HQ, Inc., as Vice Chairman & Chief Financial Officer from 2016 to 2019, Harris Nesbitt Gerard, as Managing Director from 2004 to 2006, BMO Financial Group, Inc., as Managing Director, BMO Capital Markets Corp.
(Broker), as Managing Director from 2008 to 2010, Hambrecht & Quist Group, as Associate-Investment Banking, Time Warner, Inc., as Analyst, UBS Securities LLC, as Research Analyst, UBS AG, as Principal, VSS Fund Management LLC, as Analyst from 1993 to 1996, Dstillery, Inc., as Chief Financial Officer from 2020 to 2022, Aetion, Inc., as Chief Financial Officer from 2019 to 2020, Clearsense LLC, as Chief Financial Officer from 2022 to 2023, Jefferies LLC, as Research Analyst from 1993 to 1996, Painewebber Group, Inc., as Analyst from 1996 to 2004, Orchard Enterprises NY, Inc., as Chief Financial Officer, Appmobi inc, as Chief Financial Officer, and Veradigm, Inc., as Chief Financial & Accounting Officer from 2023 to 2026.
Mr. Westerfield received his Masters Business Admin degree from The Trustees of Columbia University in The City of New York, undergraduate degree from Yale University, and Masters Business Admin degree from Columbia Business School.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
VERADIGM INC. 0.1%	11/05/2026	105,264 ( 0.1% )	505 372 $	30/08/2026

Former positions of Leland Westerfield

Companies	Position	End
VERADIGM INC.	Director of Finance/CFO	10/05/2026
Clearsense LLC Clearsense LLC Packaged SoftwareTechnology Services Develops data maturity and optimize analytics tools to health care professional	Director of Finance/CFO	30/11/2023
Dstillery, Inc. Dstillery, Inc. Packaged SoftwareTechnology Services Develops cross-device audience targeting platform for brands	Director of Finance/CFO	31/03/2022
Aetion, Inc. Aetion, Inc. Packaged SoftwareTechnology Services Develops data collaboration, retrieval and privacy-preserving record linkage platform for healthcare industry	Director of Finance/CFO	31/12/2019
Uphold HQ, Inc. Uphold HQ, Inc. Miscellaneous Commercial ServicesCommercial Services Provides payment and technology services	Director of Finance/CFO	31/12/2018

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Training of Leland Westerfield

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Private companies

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Linked companies

Private companies	20
Hambrecht & Quist Group, Inc. Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Operates as a holding investment bank and provides securities brokerage services	Finance
Time Warner, Inc. Time Warner, Inc. Movies/EntertainmentConsumer Services Provides cable network, filmed entertainment and publishing services	Consumer Services
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
UBS AG UBS AG Investment ManagersFinance Provides financial advice and wealth management services	Finance
VSS Fund Management LLC VSS Fund Management LLC Investment ManagersFinance VSS Capital Partners invests in lower-middle market companies located in North America with an EBITDA of USD 3 - 15 million. The firm focuses on companies operating in the fields of healthcare, business services and education sectors. It provides financing in the form of debt, equity and mezzanine for growth, add-on acquisitions, recapitalizations and buyout stage capital requirements with an investment size of USD 20-50 million. The firm acquires controlling and non controlling interest.	Finance
Dstillery, Inc. Dstillery, Inc. Packaged SoftwareTechnology Services Develops cross-device audience targeting platform for brands	Technology Services
Uphold HQ, Inc. Uphold HQ, Inc. Miscellaneous Commercial ServicesCommercial Services Provides payment and technology services	Commercial Services
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Harris Nesbitt Gerard Harris Nesbitt Gerard Investment Banks/BrokersFinance Founded in 1989, Harris Nesbitt Gerard, formerly Gerard Klauer Mattison, is an investment bank and broker/dealer located in New York City with additional offices in Boston, Chicago and San Francisco. The firm is a division of BMO Capital Markets (United States) and their ultimate parent is the Bank of Montreal (NYSE, TSX: BMO). Their services include US equity research, sales and trading, equity and debt underwriting, corporate lending/project financing, M&A advisory services, merchant banking and cash management services. Harris Nesbitt Gerard's research focuses on the consumer, healthcare and technology sectors.	Finance
Painewebber Group, Inc. Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts	Finance
BMO Financial Group, Inc. BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services	Finance
Yale University Yale University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Orchard Enterprises NY, Inc. Orchard Enterprises NY, Inc. Movies/EntertainmentConsumer Services Operates as a music label, distributor and digital intelligence company	Consumer Services
Veradigm, Inc. Veradigm, Inc. Packaged SoftwareTechnology Services Develops patient engagement software for healthcare organizations	Technology Services
Appmobi inc Appmobi inc Information Technology ServicesTechnology Services Operates as a real-time IoT threat detection and remediation platform	Technology Services
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Aetion, Inc. Aetion, Inc. Packaged SoftwareTechnology Services Develops data collaboration, retrieval and privacy-preserving record linkage platform for healthcare industry	Technology Services
Clearsense LLC Clearsense LLC Packaged SoftwareTechnology Services Develops data maturity and optimize analytics tools to health care professional	Technology Services