Our Team
We are relationship investors empowering management teams to pursue innovation and growth.
Managing Partner
The Warner Companies, Prudential Securities
Tufts University
Tufts University
Managing Partner
EDG Partners, Radius Ventures, Capital Source, Bank of America Leveraged Finance
UNC Chapel Hill / Northwestern University MBA
UNC Chapel Hill / Northwestern University MBA
CFO, CCO
Strategic Investment Group (SIG), Georgetown University Investment Office
Towson University / Georgetown University MBA
Towson University / Georgetown University MBA
Partner
U.S. Presidential Management Fellow
California State San Bernardino / Johns Hopkins MA / University of San Diego School of Law
California State San Bernardino / Johns Hopkins MA / University of San Diego School of Law
Vice President
Clarendon Capital, Bloomberg, GEF Capital, KPMG
Virginia Tech / Georgetown University MBA
Virginia Tech / Georgetown University MBA
Vice President
Lincoln International, EdTec
Tufts University / Loyola Marymount / UCLA MBA
Tufts University / Loyola Marymount / UCLA MBA
Senior Associate
BlackRock, Citibank
Anahuac University / Columbia University MBA
Anahuac University / Columbia University MBA
Managing Director, Impact
Clearinghouse CDFI, Banner Bank, Royal Business Bank, JP Morgan Chase
University of Texas / Lake Forest Graduate School of Management MBA / Loyola University Chicago School of Law
University of Texas / Lake Forest Graduate School of Management MBA / Loyola University Chicago School of Law
Associate
Harrison Street, Innovation Park, AreaProbe
University of Notre Dame
University of Notre Dame
CFO, CCO
Strategic Investment Group (SIG), Georgetown University Investment Office
Towson University / Georgetown University MBA
Towson University / Georgetown University MBA
Partner
U.S. Presidential Management Fellow
California State San Bernardino / Johns Hopkins MA / University of San Diego School of Law
California State San Bernardino / Johns Hopkins MA / University of San Diego School of Law
Vice President
Clarendon Capital, Bloomberg, GEF Capital, KPMG
Virginia Tech / Georgetown University MBA
Virginia Tech / Georgetown University MBA
Vice President
Lincoln International, EdTec
Tufts University / Loyola Marymount / UCLA MBA
Tufts University / Loyola Marymount / UCLA MBA
Senior Associate
BlackRock, Citibank
Anahuac University / Columbia University MBA
Anahuac University / Columbia University MBA
Managing Director, Impact
Clearinghouse CDFI, Banner Bank, Royal Business Bank, JP Morgan Chase
University of Texas / Lake Forest Graduate School of Management MBA / Loyola University Chicago School of Law
University of Texas / Lake Forest Graduate School of Management MBA / Loyola University Chicago School of Law
Associate
Harrison Street, Innovation Park, AreaProbe
University of Notre Dame
University of Notre Dame