James C. Hale, III

Founding Partner Emeritus at Financial Technology Ventures Management Co. LLC

James C. Hale, III

James C. Hale, III

Founding Partner Emeritus at Financial Technology Ventures Management Co. LLC

Overview
Career Highlights

BancAmerica Securities, Inc.
Montgomery Securities, Inc.
Financial Technology Ventures Management Co. LLC

RelSci Relationships

2878

Number of Boards

17

Birthday

1953

Age

68

Number of Awards

5

Contact Data
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Relationships
RelSci Relationships are individuals James C. Hale, III likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Partner at Financial Technology Ventures Management Co. LLC

Relationship likelihood: Strong

Founding Partner at FTV Management Co. LP

Relationship likelihood: Strong

President & Chief Executive Officer at Bank of Marin Bancorp

Relationship likelihood: Strong

Former President, Chief Executive Officer & Director at ACI Worldwide, Inc.

Relationship likelihood: Strong

Founding Partner at Financial Technology Ventures Management Co. LLC

Relationship likelihood: Strong

Partner, San Francisco Office at Financial Technology Ventures Management Co. LLC

Relationship likelihood: Strong

Partner, New York at Financial Technology Ventures Management Co. LLC

Relationship likelihood: Strong

Partner at Financial Technology Ventures Management Co. LLC

Relationship likelihood: Strong

Partner at Financial Technology Ventures Management Co. LLC

Relationship likelihood: Strong

Director of Research at Financial Technology Ventures Management Co. LLC

Relationship likelihood: Strong

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James C. Hale, III
Founding Partner Emeritus at Financial Technology Ventures Management Co. LLC
Education
BS

University of California Berkeley National rankings: In a National Research Council analysis of 212 doctoral programs at American universities, 48 Berkeley programs place among the top 10 nationwide. Faculty awards and honors: There are 8 Nobel Laureates, 32 MacArthur Fellows, and 4 Pulitzer Prize winners among the current faculty. History of UC Berkeley: Historical highlights, arranged by topic, following the campus's development — from UC's founding in 1868 to a turn-of-the-century building boom, a research explosion in the 1930s, the Free Speech Movement of the '60s, and Berkeley's key role today in science and technology revolutions. Timeline of discoveries and contributions by UC Berkeley scholars. Traditions of Cal: Who was the Angel of Death? What's with the "Big C" up there in the hills — and why is it sometimes green? Who wears Oski's jolly bear head and size 54 yellow sweater? Tours and webcams: Check out what's happening on Sproul Plaza, the campus's true heart. See stunning live views of the Bay Area from the Lawrence Hall of Science's perch in the Berkeley hills. Chancellor and administration: Information on Chancellor Robert Birgeneau, Executive Vice Chancellor and Provost George W. Breslauer, and how the university is organized. Organizational charts are included. UC System overview and links: On the campuses, laboratories, and medical centers that comprise UC's public educational system, as well as UC's K-12 partnerships, economic impact, and agriculture and environmental resources.

MBA

Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, United States. The school offers a large full-time MBA program, doctoral programs, and many executive education programs. It owns Harvard Business School Publishing, which publishes business books, leadership articles, online management tools for corporate learning, case studies, and the monthly Harvard Business Review.

Career History
Founding Partner Emeritus
1998 - Current

Founded in 1998 by James Hale and Robert Huret, Financial Technology Ventures Management Co. LLC, formerly FTVentures, is a venture capital firm located in San Francisco with an additional office in New York City. The firm is also known as FTV Capital. Financial Technology Ventures Management Co. has over $1 billion under management across 3 funds, including both strategic and traditional private equity investors.

Senior Managing Partner
1982 - 1998

Montgomery Securities was a west-coast investment bank based in San Francisco, California, that specialized in high technology and health care sectors. The firm was founded in 1978 by Thom Weisel. The bank was acquired by NationsBank Corporation on June 30, 1997. It competed in the same geographic region and market sectors as Robertson Stephens (acquired by BankAmerica Corporation) and Hambrecht & Quist (now part of JPMorganChase). The merger of BankAmerica Corporation and NationsBank Corporation, prompted NationsBank CEO Hugh McColl to propose to put the together the two investment banks, BancAmerica Robertson Stephens and NationsBanc Montgomery Securities.Ultimately the combination did not happen as Robertson Stephens was sold off in 1998 to FleetBoston. Though, FleetBoston was later acquired by Bank of America in 2004, Robertson Stephens was closed in 2002. Montgomery Securities is the predecessor of Banc of America Securities.

Member-Corporate Planning & Development Group
1978 - 1982

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other.

Boards & Committees
Member, Board of Directors
2015 - Current

ACI Worldwide, the Universal Payments (UP) company, powers electronic payments for more than 5,100 organizations around the world. More than 1,000 of the largest financial institutions and intermediaries as well as thousands of leading merchants globally rely on ACI to execute $14 trillion each day in payments. In addition, thousands of organizations utilize their electronic bill presentment and payment services. Through their comprehensive suite of software and SaaS-based solutions, they deliver real-time, any-to-any payments capabilities and enable the industry's most complete omni-channel payments experience.

Member, Board of Directors
2014 - Current

Bank of Marin Bancorp is a bank holding company, which operates through the Bank of Marin, provides financial services to customers. It offers traditional community banking activities and wealth management and trust services; personal and business checking and savings accounts; certificates of deposit; individual retirement accounts; health savings accounts; certificate of deposit account registry services; insured cash sweep and demand deposit marketplace accounts. The company was founded on July 1, 2007 and is headquartered in Novato, CA.

Member, Board of Directors
Current

Mitek Systems, Inc. engages in the innovation of mobile capture and digital identity verification solutions. Its products include Mobile Deposit, Mobile Verify, Mobile Fill, Mobile Docs, A2iA CheckReader, A2iA XE, A2iA DocumentReader, A2iA TextReader, and ICAR ID_CLOUD. The company was founded in 1986 and is headquartered in San Diego, CA.

Member, Investment Committee
Prior

The University of California, Berkeley Foundation (UCBF) has been dedicated to supporting UC Berkeley’s core endeavors — teaching, research, and public service — since 1948. The Foundation is governed by a Board of Trustees composed of volunteer and campus leaders. In addition to fundraising for the University, the Board’s mission is to serve as an advisory group for the Chancellor and the campus as a whole — to ensure UC Berkeley’s continuing stature as one of the world’s preeminent institutions of higher learning.

Director
Prior

DUMAC manages Duke University's endowment assets collectively. Similar to the way individual investors pool their assets in a mutual fund, each of the individual funds comprising the University’s endowment owns units in Duke’s Long Term Pool (LTP). Their managers seek to achieve an annualized real rate of return to fund the University’s spending and to allow for growth of the endowment after considering the effects of inflation. The firm measures actual allocation of investment exposures against target allocations articulated in their investment policy.

Director
Prior

Public Radio International, Inc. operates and broadcasts radio programs. It offers its services through radio stations, pod casts, Websites, and mobile phones. The company was founded in 1983 and is headquartered in Minneapolis, MN.

Political Donations
$1,000
2004

Former President of United States

$1,000
1996

Former Senator from New York

$2,000
1996

Former Governor at Massachusetts Office of the Governor, William Weld (R)

Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
Rank #27
2008
Institutional Investor Magazine - Online Finance 40
Rank #33
2007
Institutional Investor Magazine - Online Finance 40
Rank #26
2004
Institutional Investor Magazine - Online Finance 40
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