Leadership
Founder, Managing Partner
John Garcia
Strategy, Driving Engagement Deliverables
Founder, Senior Partner
Damian Kassab
Strategy and Compliance
Senior Partner
Ajoy Sharma
Financial Strategy, Analytics, Turnarounds
Senior Partner
Dan Fiebelkorn
Financial and Tax Services
Senior Partner
Cliff Vallier
Financial Strategy, Analytics, Turnarounds
Senior Partner
Sara Blackmer
Corporate Strategy, Customer Engagement, Business Development, Ops Execution
Senior Partner, CFO
Greg Khachatrian
Financial Strategy, Analytics, Turnarounds
Senior Partner
Robert Verdun
Strategy, Driving Engagement Deliverables
Senior Partner, General Counsel
Dave Mitchell
Business Law and Compliance
Senior Partner
Chris Van Dusen
Marketing & Sales, Private Equity and Corporate Strategy
Managing Directors
Managing Director, UK & Europe
Lee Forster
Vice Presidents
VP, Human Resources
Stephanie Bossmeyer
VP, Deputy General Counsel
Isaac Chao
VP, Finance and Accounting
Anna Herbert
VP, Compliance and Financial Operations
Kim Keeling
Directors
Director of Strategic Alliances and Special Projects
Natalie Alvarez
Director of Tax and Financial Services
Kelsey Boussie
Director of Investor Relations
Elyse Friedman
Director of Capital Procurement
JP Norkus
Director of Business Development
Ben Press
Director of Strategic Initiatives
Dean Stott, MBE
Team
Associate, Special Projects
Matt Auslam
Project Specialist
Ashley Blackmer
Compliance Specialist
Jean Brunson
Sr. Associate Investment Operations
Zeeshan Bhatti
Project Manager
Rebecca Carlson
FP&A Associate
Jacob Christiansen
Project Manager
Kelsey Dziokonski
Project Manager
Jennifer Funni
Strategic Wealth Associate
Madison Gavulic
Project Specialist
Nicholas Glazier
Chief of Staff, UK & Europe
Mark Graves
Accounting Manager
Karin Griggs
Project Specialist
Maria Palma Hu
Executive Assistant
Courtney Hudson
Executive Assistant
Chelsea Plamp
Commercial Real Estate Group
Scott LaFond
Finance Manager
Emily Manolis
Venture Capital Analyst
Arjun Raina
Venture Capital Analyst
Zach Robertson
Accounting Manager
Octavian (Paul) Simescu
Executive Assistant to
Chris Van Dusen
Carly Swan
Consultants
Investment Manager
Donghyok Lee
Managing Director
Jason Lee
Solyco Wealth
Managing Partner, Solyco Wealth
Vito Gioia
Wealth Management, Business Succession & Exit Planning, Philanthropy, Strategy
President, Solyco Wealth
Curtis Trimble
Investment Management