Cassel Shapiro, CFA

Head of Capital Markets at Ceros Financial Services

Founded and managed late-stage venture funds with exposure across technology, aerospace, digital assets, and life sciences sectors.

Orchestrated $1B+ in venture and capital markets transactions on behalf of national broker/dealer — hands-on investor director, strategic and operational adviser. Incubated and led venture-backed Skillr App through 2024 private equity sale — a telemedicine-anchored marketplace for on-demand VidChats™ with live professionals and AI avatars — experience across transactions in digital technology, medical devices, aerospace, agriculture tech, crypto mining, turnarounds, and reorganizations.

Previously headed trading for Kellogg Capital Group’s Special Situations Fund.  Accomplished special situations fund manager, private equity investment banker, and entrepreneur — experience across transactions in digital technology, medical devices, aerospace, agriculture tech, crypto mining, turnarounds, and reorganizations.

CFA Charterholder (2008) and FINRA licenses: Series 7, 24, 79, 65, 55, 63, and 87.

References to prior transactions reflect completed events and are not indicative of future results or the performance of any current or future offering.