Chairman, CEO and President
J.D. Delafield is the Chairman, CEO and President of Delafield Hambrecht, Inc. Previously, he co-founded WR Hambrecht + Co., an Internet and auction technology driven investment bank, and held a number of positions including Chief Operating Officer. Prior to WR Hambrecht + Co., J.D. worked at Morgan Stanley in investment banking in New York and Singapore and at The Coca-Cola Company in Beijing. J.D. holds a BA from Princeton University and an MBA from Harvard Business School.
Senior Managing Director, CFO and Director of Asset Management
Andy Lufkin founded the Delafield Hambrecht Micro Cap Value Fund in June 2004. His resume includes over 25 years of finance either in investment banking or investment management. Mr. Lufkin joined Delafield Hambrecht, Inc. in 2003 as the firm's CFO and Director of Asset Management. Prior to joining DHI, he spent 17 years in investment banking at Donaldson, Lufkin & Jenrette (ten years), Waechter Lufkin LLC (five years) and WR Hambrecht+Co (two years). Before joining DHI, he served as Chief Operating Officer and CFO for a New York-based hedge fund. Mr. Lufkin graduated from Colby College and received an MBA from Harvard Business School.
Managing Director, Investment Banking
John joined Delafield Hambrecht, Inc. in March 2007, and brings 21 years of finance, sales and marketing, operations and senior management experience to the firm. Prior to joining DHI, John served as CEO of Saltmine, Inc., an interactive design and development software firm headquartered in Seattle, WA. Saltmine, a portfolo company of Waechter Lufkin, LLC., was sold in 2006. John co-founded Waechter Lufkin in 1997, and served as Principal of the Seattle-based broker-dealer specializing in seed-stage private placements. Prior to this, John served as Vice President of Marketing and Operations for Northland Communications Corporation, a national provider of cable and internet services. Prior to Northland, John helped form the data and video communications division of GTE, and he began his career in sales and marketing with the Xerox Corporation. John graduated from Whitman College and received an MBA from the University of Washington.
Quynh rejoined Delafield Hambrecht, Inc. in March 2016. She originally joined DHI in 2002 as the firm's Biotechnology Analyst, eventually becoming a portfolio manager before her departure in 2009. In the interim years, Quynh raised her family and returned to work, serving as the Director of Investor Relations at Trupanion, Inc. then at Zillow Group, Inc. Prior to joining DHI she spent six years as a research scientist at the University of Washington working with science luminaries Maynard Olson, Leroy Hood, and Michael Smith Ph.D. Ms. Pham received both her undergraduate and graduate degrees from the University of Washington.
Director of Finance & Operations
Mr. Wagner joined the company in October 2017. He has over fifteen years of experience in delivering financial and strategic insight. He also has extensive experience in efficient operational management. Previously, he managed finance at Academic Partnerships, LLC – leading the company through multiple fundraising and spin-out events. Earlier in his career, he started a small electric transportation business in Dallas, TX. While attending college, he was a process improvement specialist for an international manufacturing company based in the Netherlands. Mr. Wagner graduated from University of Texas at Dallas in 2007 with a B.S. in Business Administration & Entrepreneurship, and graduated Magna Cum Laude.
Claire joined Delafield Hambrecht, Inc. in September 2017 and brings over 25 years of executive assistant experience. Claire worked with executives at McCaw Cellular, Nextel Partners and Hawkeye Investments, where she developed an extensive background in project management, commercial and private travel, board meeting and executive conference preparation, special event planning and calendaring. As a trustworthy partner and key team contributor, Claire demonstrates a broad range of abilities which include developing highly effective relationships, discreetly managing sensitive communications, implementing strong organizational skills, creativity in problem solving, while relentlessly meeting deadlines. Most recently, Claire worked as the personal assistant to a successful businesswoman who served on multiple public company boards, where her principled commitment to confidentiality and
discretion were essential. A native of Boston, MA, Claire graduated from Katherine Gibbs School where she received her professional certification in Executive Administration.