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Our Team – Mikala

OUR DEDICATED TEAM

Mikala Vassallo

Investment Advisor

Mikala Vassallo is a highly accomplished finance professional with a Bachelor’s Degree in Finance from Loyola Marymount University. She has extensive experience in the financial industry, specializing in bespoke lines of credit for ultra-high net worth clients at J.P. Morgan’s Private Bank and deploying debt financing solutions to software-based companies at Capchase, a financial technology startup. Mikala’s expertise also extends to real estate investments, having worked with an independent broker dealer specializing in 1031 real estate exchanges and Delaware Statutory Trusts.

Currently serving as an Investment Advisor at Forthright Capital Partners, Mikala leverages her knowledge and experience to provide personalized investment strategies and guidance. She is known for her strategic approach, strong client relationships, and commitment to exceptional service. Outside of work, Mikala enjoys exercise, meditation, and horseback riding, finding balance and tranquility in these activities.

With a proven track record of success and a dedication to client satisfaction, Mikala Vassallo continues to make a significant impact in the financial industry. Her expertise, combined with her passion for helping clients achieve their financial goals, sets her apart as an exceptional Investment Advisor and trusted partner for individuals and businesses alike.

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