Team 2021-02-19T20:34:31+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
Donald PhillipsChairman & CEO
Tom Thompson
Tom ThompsonVice Chairman & Senior Managing Partner
Gregory Oberholtzer
Gregory OberholtzerCIO & Senior Managing Partner
Celia Chapman
Celia ChapmanSenior Managing Partner
J.F. Berry
J.F. BerrySenior Managing Partner
Traci Breen
Traci BreenCFO & Managing Director
Rick Myers
Rick MyersCCO & Director of Human Resources
Bijal Shah
Bijal ShahManaging Director
Stanley Xu
Stanley XuPrincipal
Ryan Phillips
Ryan PhillipsPrincipal
Eric Griffin
Eric GriffinPrincipal
Eric Assouad
Eric AssouadDirector
Michael Raso
Michael RasoDirector
James Meynard
James MeynardDirector
Nick Su
Nick SuSenior Vice President
Dan Korybalski
Dan KorybalskiVice President
Jennifer Concannon
Jennifer ConcannonVice President
Sean Peters
Sean PetersAssociate
Dena Mosiello
Dena MosielloAssociate
Jessica Shamshura
Jessica ShamshuraAssociate
Charlie Mowry
Charlie MowryController
Josephine Mendoza
Josephine MendozaFund Controller
Ashley Slota
Ashley SlotaTax Manager
Kerry Freeman
Kerry FreemanSenior Accountant
Katherine Canning
Katherine CanningSenior Accountant
Mary Barrett
Mary BarrettExecutive Assistant
Cheryl Fondacaro
Cheryl FondacaroExecutive Assistant