our Team
We are an independent investment manager and unbiased thought partner to wealthy families and foundations.
Our founder, Maneesh, is an engineer turned investor whose minimalist approach to life carries over to how we operate.
We apply learnings from our time at Bridgewater Associates and Greenline Partners to investing and financial advice. Clients choose us to fortify their portfolios and simplify their financial lives.
Founder & CIO
Maneesh shanbhag
Maneesh is the founder of Greenline Partners and responsible for research and the management of customized portfolios for institutions and taxable families as well as advising them on their broader investment goals. Prior to Greenline Partners, Maneesh was at Bridgewater Associates.
Maneesh has an MBA and MS in electrical engineering from the U. Illinois at Urbana-Champaign, is a CFA Charterholder, and lives in New York City with his wife and two children.
Senior Client Advisor & CCO
ivan lucuk
Ivan is a senior client advisor and runs the compliance program at Greenline. Previously, Ivan spent over a decade at Bridgewater Associates, where he worked with a range of institutional investors on general investment advisory.
Ivan holds a BA in Economics from Bowdoin College and served on the board of directors for Simply Smiles, a non-profit, in Connecticut, where he lives with his wife and two children.
Senior Client Advisor
John Snyder
John is a client advisor at Greenline Partners. Previously, John was at Bank of America/US Trust working with families on portfolio construction, risk management and estate planning.
John is a graduate of the University of Texas with a BBA in Finance, and the University of Houston with a MS in Accountancy. John is active in the Seattle community and currently serves as the Vice Chair of Rainier Scholars.
Head of Research & Trading
Henry park
Henry is a senior investment associate overseeing our research and trading. Prior to Greenline, Henry was an analyst at Fisher Investments, a $100bln investment management firm in San Francisco.
Henry holds a BA in Economics, with an emphasis on Industrial Engineering and Operations Research, from the University of California-Berkeley. In his spare time, he volunteers as a mentor at Minds Matter NY.
Investment Analyst
Kaylin Colby
Kaylin is an investment analyst responsible for client operations and analytics. Prior to Greenline, she was a hospitality designer at a startup architecture firm.
Kaylin holds a BS in Interior Architecture from the University of Wisconsin-Madison. A design enthusiast, she enjoys travel, hiking, and winter sports.
Greenline Partners
Our Name
Green symbolizes nature, representing our fundamental, first-principles approach to investing and advising.
Line denotes family lineage, reflecting our aim to treat all our clients just as we do our own family – by putting their interests first.
Together, Greenline signifies our dedication to providing sound, time-tested, uncomplicated financial solutions that align with our clients' values and long-term objectives.