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Whiteboard Session: Adam "Jax" Lotia

  • Addison TreeHouse 14681 Midway Road 2nd Floor Addison, Texas 75001 USA (map)


Adam is a co-founder and CTO at Circuit Breaker Holdings, a company that manages a portfolio of companies and helping innovation in various spaces grow. Adam is also a Producer and Technical Consultant at Freelance Jax.

Adam holds Whiteboard Sessions with Shea Davis. Sign up for a session here to speak with them.

Shea Davis 

Velasco Advisory, PTA Capital Partners, Texas Hedge Fund Association

Shea is a CPA and specializes as a Relationship / Market builder with a unique blend of strong technical skills in finance and accounting. Currently Chief Financial Officer and Partner in a start-up Private Equity group with experience in formation, fund-raising and project financing. Her background includes Wall Street Investment Banking, Big Four Accounting, professional tax experience including the Internal Revenue Service, and project finance structuring. 
Shea currently serves on three Boards in the Alternative Investment industry - the Texas Hedge Fund Association, Texas Wall Street Women, and the GIBI Host Committee. Has held officer positions with more not-for-profit organizations including the Dallas A&M Club.

Schedule Meeting

Earlier Event: March 18