Collaborative Capital Advisors ("Collaborative Capital") announced the launch of its business as a technology-forward SEC-registered investment advisor serving ultra-high-net-worth families, individuals, and entrepreneurs seeking differentiated, tailored wealth solutions, including high-quality private and public investment opportunities, tax strategy, estate planning, philanthropy and family office services. The firm's comprehensive suite of services will be delivered with a high-touch and personalized experience, and a deep understanding of the unique challenges and opportunities faced by its client base, which includes billionaire investor, Henry Swieca, Co-Founder of Highbridge Capital Management and Founder of Talpion Fund Management, and John Brice, Co-Founder, Previous President, and CIO of CarVal Investors LLC (now AB CarVal).

Built by financial professionals for financial professionals, Collaborative Capital's approach is rooted in providing differentiated, bespoke offerings for its clients through a range of disciplines that support long-term financial and personal well-being. The firm was founded by Co-Chief Executive Officers Nathan Romano, former President of Atalaya Capital Management and York Capital Management, respectively, and Goldman Sachs executive, and Jonathan M. Bergman, former President of multi-family office TAG Associates, and Chief Operating Officer Charles Friedberg, an entrepreneurial investment management and fintech executive with proven experience in scaling financial service and technology businesses. Together, the founders have been responsible for more than $50 billion of alternative investments and have an average of 30 years of experience building successful financial institutions and seeding innovative companies in the alternatives and fintech sectors.