Milkove brings extensive experience launching early-stage venture-backed financial companies

NEW YORK, NY – May 9, 2019 – Wilshire Phoenix, a leading provider of investment management services for both traditional and emerging asset classes, announces that Harlan Milkove has joined the firm’s executive leadership team as a Partner. Mr. Milkove brings a breadth of early-stage startup experience to Wilshire Phoenix having previously co-founded two venture-backed companies where he led teams as a chief technology officer  and product manager. Additionally, Harlan also founded, Foundational, a New York-based research firm that helps emerging companies refine their fundraising strategy.

The announcement follows recent additions to the Wilshire Phoenix leadership team including Mason Stark (Partner, Head of the Alternative Investments Division), Alexander Chang (Partner), Garrette Furo (Partner), and William Cai (Partner).

We are so delighted that Harlan is joining Wilshire Phoenix. He is an accomplished executive with a rare combined experience and expertise that will further accelerate our vision to reimagine the client and investor experience while also propelling the launch of several exciting products,” said Bill Herrmann, Founder and Managing Partner.

“I’m thrilled to join the team at Wilshire Phoenix. Their upcoming investment solutions are truly innovative. These financial products will change the status quo for investors. It’s an honor to have the opportunity to be on the executive leadership team and endeavor to amplify these latest initiatives,” said Harlan Milkove, Partner.  

In addition to his recent work with Foundational, Mr. Milkove was a co-founder of Reonomy, an industry-standard research platform used by commercial real estate lenders, developers, and investors, which has raised over $70 million from prominent venture capital firms. Mr. Milkove began his career at FactSet, whose equity research application is widely used by some of the world’s top financial analysts. He is also the creator of the Traction Science startup development framework, as well as a practitioner of the Design Thinking and Lean Startup product development paradigms. Mr. Milkove graduated Cum Laude with a B.S. in Computer Science from Rensselaer Polytechnic Institute.

For more information on Wilshire Phoenix, please visit You can also stay up to date on the latest developments from the firm by following @WilshirePhoenix on both Twitter and Instagram.

About Wilshire Phoenix

Wilshire Phoenix is a New York based investment management firm dedicated to helping its clients manage assets throughout the investment lifecycle. The fundamental premise upon which the firm is built is to fulfill the needs of its clients in a rapidly evolving market. Whether providing financial solutions for institutions, private clients or individual investors, Wilshire Phoenix delivers informed investment management services for both traditional and alternative assets. To learn more visit /, follow us on Twitter and Instagram @WilshirePhoenix,,and/visit our newsroom at for our latest insights, market commentary and company news.

Forward Looking Statement

This press release contains forward-looking statements (as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended) concerning future events and the Company’s growth strategy and measures to implement such strategy. Words such as “will,” “expects,” “intends,” “plans,” “believes,” “anticipates,” “hopes,” “estimates,” and variations of such words and similar expressions are intended to identify forward-looking statements. Although the Company believes that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates that are inherently subject to significant uncertainties and contingencies, many of which are beyond the control of the Company. Actual results may differ materially from those expressed or implied by such forward-looking statements. The Company expressly disclaims any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company’s expectations with respect thereto or any change in events, conditions or circumstances on which any statement is based.

Media Contact:
Tom Hannaford
(917) 900-5752,

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