Our Team

Previously, AD was a Manager in Strategic Planning with Nike, Inc. Prior to joining Nike, AD was a Senior Analyst with Nielsen.  

AD holds an MBA from the UCLA Anderson School of Management and a B.A. in Government from Georgetown University.

Previously, Chris was a Senior Manager in Investor Relations at Bain Capital. Prior to Bain Capital, Chris worked as an Associate Investment Director at Cambridge Associates in their London office.

Chris holds a BA in History from the University of Virginia and an MBA from the Tuck School of Business at Dartmouth.

Previously, Phil was a global bank oversight specialist at PIMCO. Prior to PIMCO, Phil was a manager of fund treasury at Invesco Investment Management.

Phil holds a BS in Finance from the University of Nebraska at Lincoln.

Previously, Beth was a Senior Accountant in both the tax and audit divisions of Wilson Downing Group, LLC, a public accounting firm, which she joined in 2012.

Beth holds a B.S. in Business Administration with an emphasis in Accounting and a Minor in Nonprofit Administration from the Monfort College of Business at the University of Northern Colorado.

Previously, Garrett was an Associate Partner in McKinsey’s Travel and Logistics practice.  He focused on large-scale transformations and supported clients from strategy setting through to implementation and value capture.  Prior to McKinsey, Garrett held various corporate development and operations roles in the healthcare and energy industries.

Garrett holds an M.B.A. from the Kellogg School of Management at Northwestern University and undergraduate degrees in Business and Economics from the University of Texas at Austin

Previously, Brock was a real estate finance associate at Schulte Roth & Zabel LLP from 2017 through 2021 and at Paul Hastings LLP from 2021.

Brock holds a J.D. from the Georgetown University Law Center and a B.S. in Psychology from the University of Central Florida, where he graduated summa cum laude.

Previously, Kyle was a Fund Analyst at Shelton Capital Management. Prior to Shelton, Kyle was a  Manager at Oppenheimer Funds.

Kyle holds a BS in Finance and Business Administration from Florida State University. Additionally, he is a CFA Charterholer.

Previously, Angela was the Director of Accounting at InnovAge. Prior to InnovAge, Angela was a Controller at NXT Capital in Chicago, IL.

Angela holds a Bachelor of Business Administration in Accounting from the University of Wisconsin-Whitewater.

Previously, Tori was an Associate and Senior Associate in the Real Estate Valuations and Advisory group at KPMG.

Tori holds a BBA in Real Estate and Management & Human Resources from the University of Wisconsin-Madison.

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Previously, Sarah was a Senior Financial Accountant for Bregal Investments.

Sarah is a Chartered Accountant and graduated from King’s College London with a BA (Hons) in Classics.

Previously, Rishi worked as an Investment Banking Analyst in Centerview Partners’ M&A & strategic advisory practice.  

Rishi holds a B.A. in Mathematical Economics, cum laude, and a Business Minor from Rice University.

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Previously, Peggy was an Investment Banking Associate in the Real Estate, Gaming, Leisure and Lodging Group at Nomura.

Peggy holds a B.A. in Economics, cum laude, from Dartmouth College.