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Portfolio Companies
Team
Client Services
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Extensive investment and operating experience
Team
wpsherpa
2026-02-03T15:34:38+00:00
We are a seasoned team with diverse backgrounds that has deployed over six billion dollars through making hundreds of private market investments as well as monitoring thousands of related transactions.
Donald Phillips
Chairman & CEO
Tom Thompson
Senior Managing Partner
Gregory Oberholtzer
CIO & Senior Managing Partner
J.F. Berry
Senior Managing Partner
Eric Griffin
Principal
Ryan Phillips
Principal
Eric Assouad
Principal
Allan Amico
Principal
Austin Rehm
Vice President
Dominic Rosado
Associate
Johnny Perkins
Analyst
Jeff Baker
Director
Phillip Fulmer
Senior Advisor
Jennifer Concannon
Director
Kerry Freeman
Vice President
Accounting, Compliance and Operations
Traci Breen
CFO & Managing Director
Jim Wrolson
Director of IT
Charlie Mowry
Controller
Josephine Mendoza
Fund Controller
Ashley Frey
Tax Manager
Bo Merchant
Senior Fund Accountant
William Gonzales
Fund Accountant
Joshua Geoppo
Senior Tax Accountant
Lisa Walker
Compliance Officer, ACA Group
Mary Barrett
Executive Assistant
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