About Us
Wiley combines Advisory Services for qualified investors with a dedicated Healthcare Innovators Fund, uniting decades of wealth management and real‑world healthcare experience.
One umbrella
Offering both sophisticated investment strategies and tailored financial advisory solutions.
A dedicated long/short equity strategy at the intersection of healthcare and AI, focused on companies expanding capacity, improving access, and strengthening outcomes in a strained system.
Wiley Capital Partners provides high‑touch advisory for clients who want more than a model portfolio. We start with your objectives, family and estate context, and liquidity needs before we ever talk about product.
Wiley history
Empowering healthcare investment
with disciplined expertise
At Wiley, we understand that every client’s financial journey is unique. That’s why we offer personalized strategies tailors to your specific needs, whether you are planning for retirement, managing investments, or seeking advice on estate planning. Our team of experienced professionals is committed to providing you with the highest level of service and expertise, helping you to work towards a secure and prosperous financial future. Explore our range of services and discover howe we can help you navigate the complexities of wealth management.
Founded with the goal of aligning long-term capital with meaningful healthcare innovation.
Built on decades of combined experience in wealth management, healthcare operations, and strategic investing.
Continues to evolve alongside the healthcare sector, guided by disciplined strategy, deep domain expertise, and responsible stewardship.
Timeline
An overview of the milestones that reflect our long-term vision, sector expertise, and responsible stewardship of capital.
Our mission
Help clients and qualified investors navigate complex markets with clarity, discretion, and a long-term orientation—without unnecessary noise.
Back transformative ideas and breakthrough technologies that push the boundaries of healthcare and technology.
Invest responsibly and strategically to foster sustainable growth, shaping a healthier, smarter, and more innovative.
Provide strategic guidance, capital, and operational support to help companies scale efficiently and achieve long-term success.
Build strong partnerships with founders, industry leaders, and investors to accelerate innovation and shared success.
Uphold the highest standards of integrity, insight, and execution in every investment and interaction.
Meet the team
Wiley is built by experienced financial leaders and healthcare executives who understand both the capital markets and the practical realities of delivering care. We focus on transparency, disciplined execution, and direct access, offering clients a thoughtful, hands-on partnership rooted in experience and accountability.
CIO/Founder
Partner/ Investment Relations
CFO
COO
Controller
Culture & values
At Wiley Capital Partners, we foster collaboration, integrity, and innovation, empowering every team member to make an impact.
We prioritize privacy and handle all information, relationships, and investments with the utmost care and professionalism.
Clear and transparent communication guides our strategy, keeping partners, founders, and teams aligned at every stage.
We approach each opportunity methodically, combining data, experience, and analysis to make informed, strategic choices.
Our investment decisions are rooted in a deep understanding of healthcare realities, ensuring we back solutions.
Compliance &
investor access
Our processes are designed to meet the highest standards, giving our partners confidence and peace of mind in every investment.
Awards & accolades
Recognition across the industry reflects the strength of our team, process, and long-term perspective.
Our offices
Our offices reflect the disciplined, client-focused approach that defines every relationship we build.
Two Greenwich Office Park
Suite 270
Greenwich, CT 06831
801 Brickell Avenue
8th Floor
Miami, FL 33131
Coming soon
Talk with Wiley
Talk with us to explore your needs and find the right solution.
