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Daniel Ballen

Partner & Co-Head, Portage Capital Solutions

Daniel Ballen is a highly accomplished professional with a strong background in finance and investment management.

He holds a Bachelor's Degree from Emory University and has held key positions at renowned organizations throughout his career.

Daniel previously served as Partner & Co-Head of Portage Capital Solutions at Portage, showcasing his leadership and strategic abilities.

His experience includes roles as a Portfolio Manager and Executive Vice President at PIMCO, where he exhibited expertise in managing portfolios and driving financial success.

Prior to PIMCO, Daniel held positions as Portfolio Manager, Senior Vice President at PIMCO, Vice President at Pine Brook Partners, Associate at Bain Capital, and Analyst at Bear, Stearns & Co. Inc., highlighting his diverse skill set and versatile experience in the financial sector.

Highlights

Sep 5 · linkedin

Today, Portage is excited to announce our $57M late-stage investment into the leader in next generation AI-powered secure global payments company, Thetaray. Demonstrating remarkable customer growth over the last two years, Peter Reynolds and the Thetaray team are on the path towards international expansion and further unlocking great opportunities for banks and fintechs alike. Read more here:

Jul 28 · linkedin

Excited to share that I’ve joined the Portage team to launch a new fund focused on providing bespoke equity capital solutions for later-stage fintech and financial services businesses, alongside Devon Kirk.

Portage is one of the largest and fastest-growing fintech specialists in the market with $3B in AUM and a rich ecosystem to support growing companies in the sector. We see a strong need for flexible, value-added capital in the current market environment and are looking forward to engaging with management teams, sponsors and other stakeholders in the fintech community.

Daniel Ballen
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Location

New York, New York, United States