We provide M&A advice and financing solutions to leading growth Software businesses. Our mission is to provide superior results for our clients.
Mr. Santos founded Arrowroot Family Office in 2013. With over 20 years of investment experience, he heads the investment committees of Arrowroot Family Office and its affiliated investment partnerships. Mr. Santos is also the co-founder of Arrowroot Partners, a broker dealer focused on mergers and acquisitions. Prior to founding Arrowroot Family Office, LLC, he was a Director for Salem Partners Wealth Management, a multi-family office and investment bank in Los Angeles. Mr. Santos was part of the seven-member investment committee that managed the financial affairs for a broad spectrum of domestic and international clients. Mr. Santos joined Salem Partners after working at JP Morgan Securities, where he serviced public bodies, money management firms and public and private companies. Prior to JP Morgan, he was a Senior Analyst at Bear Stearns. He currently sits on the Board of Directors for the Los Angeles Child Development Center. Mr. Santos is a graduate of the University of California at Los Angeles (UCLA) and holds the NASD Series 7, 24, 63, 66, and 79 licenses.
The information in this website is made available for informational purposes only. None of the information contained in this website constitutes a solicitation or offer by Arrowroot Advisors, LLC to buy or sell any securities or other financial instruments or provide any investment advice. The information in this website is limited to the dissemination of general information regarding products and services. The information and services provided in this website are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or clearing organization or where Arrowroot Advisors, LLC is not authorized to provide such information or services. Some products and services described in this website may not be available in all jurisdictions or to all clients.
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email: info@arrowrootadvisors.com
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