Meet The Team
Our experienced and cohesive team works to grow companies from first meeting to exit
Our Team
Jim Brown
Founder & Managing Partner
Kevin Bhatt
Managing Partner
Donna Little, CPA
Partner, Chief Financial Officer, & Chief Compliance Officer
Angad Singh
Partner
Andrew Cedar
Partner
Jason Melton
Partner
Devin Stearns
Principal
Rachel Philbin
Vice President
Michael McMillan
Vice President, Portfolio Operations
Paulina Karpis
Vice President, Platform
Ben Hilkert
Investor
George Wilde
Investor
Zach Khazzam
Investor
Sophia Africk
Investor
Katherine Hu
Investor
Paige Schultz
Investor
Arnav Sood
Investor
Jett Rosner
Investor
JP Rush
Investor
Elle Farros
Investor
Kate Gunio
Controller
Laura Orr
Senior Accountant
Victoria Mussalli
People Operations Manager
Krystina Romano
Office Manager & Executive Assistant
Whitney Baldwin
Executive Assistant
Jessica Barr
Executive Assistant
Jillian Burg
Executive Assistant
Executive Council
Our advisors provide sector expertise and perspectives on sourcing, diligence, and portfolio management.
Abid Neemuchwala
Advisor
- Chairman, QX
- CEO, Wipro
- CEO, TCS BPO
Aidan Kehoe
Advisor
- Founder & CEO, SKOUT Cybersecurity (acquired by Barracuda Networks)
- Founder & CEO, Oxford Global (acquired by Willis Towers Watson)
Alfred Eskandar
Advisor
- Co-Founder, Salt Financial
- CEO, Portware
- Head of Equities & Global Head Corporate Strategy, Liquidnet
Alpesh Chokshi
Advisor
- Global Head of Business Development & Strategy, Citi
- Head of National Clients, Visa
- President, Global Payment Options, American Express
Andrea Terrassa
Advisor
- COO, PMG
- COO, Dentsu Americas
- COO, Red Fuse Communications
Anton LeRoy
Advisor
- CEO, BTIG
- CIO, Brokerage Unit, ETRADE
Artemis Emslie
Advisor
- CEO, Cadence Rx
- Board Member, Ametros
- CEO & President, myMatrixx
Ashish Koul
Advisor
- Board Member, MessageGears
- Founder & CEO, Acqueon
Barry Mazza
Advisor
- Board Member, NinjaTrader
- CTO, DriveWealth
Brady Harris
Advisor
- CEO, IXOPAY
- CEO, Dwolla
- President, Payscape (now Payroc)
Ed Swenson
Advisor
- President, RFG Advisory
- EVP & President RIA Solutions, Osaic
- Co-Founder & COO, Dynasty Financial Partners
Edna Conway
Growth Partner
- Board Member: Ripjar, Drawbridge, ProcessUnity
- VP Chief Security & Risk Officer Azure, Microsoft
- Chief Security Officer Global Value Chain, Cisco
Elaine Beitler
Growth Partner
- Board Member, ProcessUnity
- CEO, Browz
Eric LeGoff
Advisor
- Co-Founder & CEO, Evermore Global Advisors
- Co-Founder & COO, Liquidnet
Greg DePetris
Advisor
- Managing Member & Chief Strategic Officer, CODA Markets, Inc.
- Co-Founder & Board Member, Binary Event Network (Pivit™)
- Board Member: MoneyLion, SearchForce, ExchangeLab
Ian Cohen
Advisor
- Founder & CEO, LOKKER
- Chief Product Officer, Experian
- CEO, Credit.com
Jack Klinck
Advisor
- Board Member, Oncorps
- Vice Chairman of the Board & Chair of the Audit and M&A Committees, Xpansiv
- Management Committee Member & Executive VP, State Street
Jess Hunt
Advisor
- CEO, Proof
- President & COO, Andela
- EVP & GM of North America; Head of Global Marketing, Axiom
Jessvin Thomas
Advisor
- CEO, Auguria
- Chief Product Officer, Adlumin
- SVP & CTO, Barracuda SKOUT Managed XDR
Jordy Albert
Advisor
- Chief Revenue Officer, MoneyLion
Kenneth Cron
Advisor
- CEO, SPM
- CEO, Computer Associates
- Chairman & CEO, Vivendi Universal Games
Lee Chertavian
Growth Partner
- Executive Chairman, Freedom Advisors
- Group President, Envestnet / Placemark
- Chairman & CEO, Placemark Investments
Marc Sherman
Advisor
- Founder, Wilsher Group
- Co-Founder of Financial Services, Conti-Commodities
Mark Greene
Advisor
- Board Chair, National Credit Care
- CEO and Board Member, OpenLink Financial
- CEO, FICO
Marques Torbert
Advisor
- Co-Founder & Partner, 5th Century Partners
- Chairman & CEO, Ametros
Martin Franchi
Advisor
- CEO, NinjaTrader
Nathan Gantcher
Advisor
- President & CEO, Oppenheimer
- Vice Chairman, CIBC World Market Corporation
- Managing Member, EXOP Capital
Pradeep Menon
Advisor
- Non-Executive Director, Ripjar
- CEO, Evora Global
- Co-Founder of RiskMetrics Group (NYSE: RISK; sold to MSCI)
Salomon Sredni
Advisor
- Board Member, NinjaTrader
- President & CEO, TradeStation Group
- COO, Monex Group
Scott DePetris
Advisor
- President, Drawbridge
- COO, Broadway Technology
- President & COO, Portware
Swatika Rajaram
Advisor
- President, Bank & Broker-Dealer Solutions, Broadridge
- SVP, Strategy & Corporate Development, GLG
Ted Ellis
Advisor
- CEO, Neighborhoods.com
- CTO, A Place for Mom
Teri Shepherd
Advisor
- President, Carson Group
Todd Thomson
Advisor
- Co-Founder & Chairman, Dynasty Financial Partners
- CEO, Global Wealth Management, Citigroup
- CFO, Citigroup
Tony Weisman
Advisor
- CMO, Dunkin’
- CEO, Digitas
Read About Our Portfolio
Portfolio
We partner with management teams who are transforming financial and business technology.
Case Studies
Many of our partnerships have helped companies scale and achieve exceptional outcomes.