![Ross Chapin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ross Chapin
Director/Board Member at
Joshua Green Corp.
Profile
Ross Karl Chapin is the founder of Orca Bay Partners, which was founded in 1998.
He held the position of Managing Director in 2012.
Mr. Chapin's current job is as an Independent Director at Joshua Green Corp.
Mr. Chapin's former jobs include Chairman at 1838 Investment Advisors LP and Painewebber & Co., Inc., Director-Business Development at Parametric Portfolio Associates LLC, Director at EnvestnetPMC, Inc., Director at Flow Solutions, Inc., and Independent Director at Envestnet, Inc. from 2001 to 2023, where he held the position of Independent Director from 2020 to 2023.
Mr. Chapin's education includes an MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from Denison University.
Mr. Chapin is also the founder of Capstan Partners.
Ross Chapin active positions
| Companies | Position | Start |
|---|---|---|
Joshua Green Corp.
 Joshua Green Corp. Financial ConglomeratesFinance Operates as an investment company | Director/Board Member | - |
Former positions of Ross Chapin
| Companies | Position | End |
|---|---|---|
| ENVESTNET, INC. | Chairman | 29/03/2020 |
Orca Bay Partners
 Orca Bay Partners Investment ManagersFinance Orca Bay Partners provides capital for growth financings, buyouts, and recapitalizations of companies in the asset and wealth management sectors of the financial services industry. The firm looks for growing, profitable businesses with significant operating leverage and outstanding management teams. | Founder | 02/10/2012 |
Flow Solutions, Inc.
 Flow Solutions, Inc. Industrial MachineryProducer Manufacturing Provides fluid processing systems, products and services | Director/Board Member | 15/04/2007 |
EnvestnetPMC, Inc.
 EnvestnetPMC, Inc. Packaged SoftwareTechnology Services Provides web-based managed account technology to financial institutions and advisory firms | Director/Board Member | 22/01/2006 |
1838 Investment Advisors LP
 1838 Investment Advisors LP Investment ManagersFinance 1838's portfolio management team practices a bottom-up decision-making process along with quantitative screens. They do not market time, style rotate or sector rotate. Rather, they are fully invested at all times and remain sector neutral to the benchmark S&P 500. For fixed-income, the 1838 team focuses on yield curve analysis. They allocate funds from among U.S. treasuries, corporates and mortgage backed securities using a spread model that reflects 15 years of performance history. They screen each security for its structural soundness and long-term performance potential. | Chairman | 15/08/2005 |
Training of Ross Chapin
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
42
1st degree connections
13
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
Ragen MacKenzie Group, Inc.
 Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
1838 Investment Advisors LP
1838 Investment Advisors LP Investment ManagersFinance 1838's portfolio management team practices a bottom-up decision-making process along with quantitative screens. They do not market time, style rotate or sector rotate. Rather, they are fully invested at all times and remain sector neutral to the benchmark S&P 500. For fixed-income, the 1838 team focuses on yield curve analysis. They allocate funds from among U.S. treasuries, corporates and mortgage backed securities using a spread model that reflects 15 years of performance history. They screen each security for its structural soundness and long-term performance potential. | Finance |
Wells Fargo Investments LLC
 Wells Fargo Investments LLC Investment ManagersFinance Wells Fargo Investments manages separate client-focused equity and fixed-income portfolios for their clients, as well as mutual funds and ETFs. The firm tends to invest in the stocks of companies in the energy minerals, healthcare technology, electronic technology, technology services and finance sectors. They invest globally, across all market-caps. Wells Fargo Investments maintains a high turnover rate | Finance |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | 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 |
EnvestnetPMC, Inc.
EnvestnetPMC, Inc. Packaged SoftwareTechnology Services Provides web-based managed account technology to financial institutions and advisory firms | Technology Services |
Joshua Green Corp.
Joshua Green Corp. Financial ConglomeratesFinance Operates as an investment company | Finance |
Orca Bay Partners
Orca Bay Partners Investment ManagersFinance Orca Bay Partners provides capital for growth financings, buyouts, and recapitalizations of companies in the asset and wealth management sectors of the financial services industry. The firm looks for growing, profitable businesses with significant operating leverage and outstanding management teams. | Finance |
Denison University
 Denison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Flow Solutions, Inc.
Flow Solutions, Inc. Industrial MachineryProducer Manufacturing Provides fluid processing systems, products and services | Producer Manufacturing |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
Capstan Partners | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
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