Meet the Team

FOUNDING PARTNER

18+ years in Venture Capital and financial services

CEO of VC CFO since 2011

Worked at Royal Bank of Scotland, UBS Bank, BNY Mellon

BSc in Management Science from Kent University (UK)

PARTNER

10+ years in accounting and fund management

Experience in real estate, hedge funds, and private equity

Worked at Standish Management, Blue Vista Capital, and Cortland Capital

Bachelor of Science in Accounting from DePaul University

CHIEF OPERATING OFFICER

Over 20 years of experience in strategic roles

Industry experience in consulting and technology

Worked at KPMG, Deloitte, and Amazon

MBA in Marketing from the University of Mississippi

CHIEF FINANCIAL OFFICER

Over 20 years in private equity, venture capital, and taxation

Worked at ClearSky Power, e.ventures, Fisher Lynch, Kayne Anderson.

Specializes in financial reporting, planning, and taxation

BSc in Economics from The University of British Columbia

CHIEF FINANCIAL OFFICER

Over 20 years in finance, mostly in VC/PE industry

Chief Accounting Officer/VP Finance roles at American Infrastructure Funds, GSR Ventures, Tallwood Venture Capital, and Pinnacle Ventures

Large consulting VC/PE clients included DFJ Ventures and Vista Equity Partners

CFO/VP Finance/Controller roles at various startups in AI, life science, and gaming industries

B.S. in Business Admin. (Emphasis in Accounting), University of California at Berkeley

CHIEF FINANCIAL OFFICER

Over 20 years of experience in audit, accounting, and financial advisory

Expertise in financial services, manufacturing, public sector, and more

Worked at PwC, Deloitte, and Baker Tilly.

UK CPA and US CPA

CHIEF FINANCIAL OFFICER

17 years in financial sector

Experience in investment banking, corporate lending

Worked at UniCredit, Societe Generale, Atrani Capital

CFA Charterholder since 2013

CHIEF FINANCIAL OFFICER

Over 10 years in public accounting

Expertise in financial institutions and commercial industries

Worked at Crowe LLP and PwC

Master of Business Taxation, University of Southern California

CHIEF FINANCIAL OFFICER

Nearly 20 years in real estate and private equity

VP roles at Clear Sky Capital, Inspire Communities

Chief Accounting Officer at The Brooksville Company, BB Living Residential

Early career at Blackstone, CohnReznick LLP

CHIEF FINANCIAL OFFICER

8+ years in financial control and advisory

Experience in venture capital, private equity

Worked at Lionheart Ventures, IQ-EQ, Aduro Advisors, Standish Management

BA in Financial Economics, University of Washington

CONTROLLER

11+ years in finance services and financial reporting

Worked at Apex Funds Services, Ernst & Young, Miras Investments

Managed financials for 10-12 funds, group accounting, and outsourced teams

ACCA Fellow

ASSOCIATE

8+ years of experience in investment banking and venture capital

Expertise in Fintech, SaaS, and corporate finance

Worked at HSBC, Bank of America, Techstars, and BDev Ventures

BS in Business Administration - Finance, North Carolina State University

PERSONAL ASSISTANT

10+ years in retail, optometry, financial services

4 years as Contact Lens Manager

4 years as Assistant at VC-CFO

National women’s heart health spokesperson

EXECUTIVE ASSISTANT

10+ years of experience

Wellness, Finance, and Real Estate Industries

Worked with CEOs and VC CFO

Bachelor’s degree in Arts & Communication