The people of P10 drive our success.

Robert is co-CEO and Chairman of the Board of P10. He is also the co-Founder and Principal of 210 Capital, LLC.

​Prior to founding P10, Robert was the Founder and Portfolio Manager of Atlas Capital Management, LP, a long-short strategy investment adviser, from October 1995 to September 2015. Robert was responsible for the investments and operations of Atlas.

​Robert holds a BA from Princeton University and an MBA from Columbia University. Robert is Chairman of the Board of Crossroads Systems, Inc., a director of Elah Holdings, Inc., Chairman of the Board and Interim CEO of Globalscape, Inc., and a director of Collaborative Imaging, LLC.

Clark has served as co-CEO and Director of P10 Holdings, Inc. since 2017. Mr. Webb is also the co-Founder and Principal of 210 Capital, LLC.

Previously, Clark was co-Founder and Manager of P10 Capital Management, LP, a co-Portfolio Manager of the Lafayette Street Fund, and a Partner at Select Equity Group, L.P. Clark holds a BA from Princeton University.

Clark is currently Chairman of the Board of Elah Holdings, Inc., Chairman of the Board of Collaborative Imaging, LLC, and a director of Crossroads Systems, Inc. He was formerly a director of Globalscape, Inc.

Fritz is the Chief Operating Officer of P10, Inc. He is also a Managing Partner and co-Founder of RCP Advisors. Fritz currently serves on the Board of Managers for all P10 operating verticals. He has been involved in the private equity industry for over 30 years.

Prior to founding RCP Advisors, Fritz worked for Marsh & McLennan, where he directed the Private Equity and Mergers & Acquisitions Practice throughout the Midwest Region.

Fritz is an active member on numerous boards, including Salisbury School, Millbrook School, and the Evans Scholars Foundation.

Fritz received a BA in Economics from the University of Virginia.

Amanda serves as the Firm’s Chief Financial Officer and Chief Compliance Officer. She is responsible for managing the Firm’s financial operations, reporting, and cash management.

Amanda has been in asset management for over 15 years, serving as CFO, CCO, SEC reporting, and operational roles for private equity, hedge funds, and venture capital funds. Prior to joining P10, Amanda was CFO at PetroCap, White Deer Energy, and several micro-venture capital funds as a consulting CFO. Prior to these roles, Amanda served as Accounting Director for a large family office and a publicly traded asset manager, Sanders Morris Harris/Edelman Financial Group. She started her career as an audit manager at Grant Thornton for publicly traded energy, hospitality, and financial service firms.

Amanda received a BBA, Summa Cum Laude, in Accounting from the University of Houston-Downtown. She is also a Board Member of the Texas Chapter of the Private Equity CFO Association and an Advisory Board Member for the Kayo Conference.

Jeff is the Chief Marketing Officer of P10 and Managing Partner and co-Founder of RCP Advisors, a strategy of P10. He is responsible for leading RCP’s client relations function and covering private equity fund managers in the Western United States. In addition, Jeff is active as an Advisory Board member of various underlying funds. He has been involved in the private equity industry for over 15 years.

Prior to founding RCP, Jeff was involved in various stages of private equity including start-ups, turnarounds, and buyouts, where he had experience in both financing and senior operations. Jeff successfully founded and served as Chairman and CEO of MMI, a technical staffing company, and acquired Big Ballot, Inc., a sports marketing firm.

Jeff received a BS in Business Administration from the University of Southern California’s Entrepreneur Program, from which he received the 1989 “Entrepreneur of the Year” award.

Kevin is the Chief Information Officer of P10 and is responsible for designing and implementing systems, applications, and processes to harness the power of data within P10 strategies.

​Prior to joining P10, Kevin was the Founder and CEO of Altvia Solutions which he led from 2006 to successful exit in 2020. Under Kevin’s leadership, Altvia was named to the Inc. 5000 for five consecutive years while working with hundreds of global private equity managers and investors to redefine how they leverage data to raise and deploy private capital. Prior to Altvia, Kevin worked in a variety of technical sales and leadership roles in enterprise telephony and software.

Kevin received a BS in Marketing from the University of Colorado and has completed advanced course work in Telecommunications.

Mark is Executive Vice President of Operations and Investor Relations for P10 and is responsible for managing shareholder communications and investor relations. He also provides support to the day-to-day operations of the Firm.

Mark brings more than 30 years of experience in capital markets and business operations. Prior to joining P10, he was COO at Bespoke Partners. He also served as COO at Globalscape, Inc. (NYSE American: GSB) and was on the executive team of Crossroads (OTCQX: CRSS) where he led capital markets activities and investor relations.

Mark received an MS in Technology Commercialization from The University of Texas at Austin, McCombs School of Business, and a BBA in Marketing from Sam Houston State University.

Michael is the Head of Distribution for P10 and a Partner at RCP Advisors, a subsidiary of P10. He leads fundraising efforts for all vehicles in the P10 investment portfolio, across all subsidiaries, channels, and geographies. In addition, Michael manages relationships with key private equity fund managers across the United States.

Prior to joining RCP, Michael worked with the private equity group at Northern Trust Global Advisors. Michael also worked for Discovery Communications in the strategies finance department. He has been involved in the private equity industry for over 20 years.

Michael received a BA in Economics from the University of Illinois and an MBA from Washington University in St. Louis.

Hank is responsible for supporting the business development function of P10, which includes leading fundraising efforts as well as sourcing investment opportunities.

Prior to joining P10, Hank was a member of RCP’s fundraising team. Hank started his career in public accounting for EKS&H, where he was responsible for auditing public and private companies in various industries.

Hank received a BS in Accounting from the University of Kansas.

Alex is a Managing Partner of RCP, a member of the Investment Committee, and is active as an Advisory Board member of various underlying funds. Alex is responsible for the identification and analysis of potential fund investments within RCP’s core strategy and serves as the portfolio manager for the Firm’s SBIC fund-of-funds. In addition, Alex helps manage the Firm’s research efforts, as well as its customized investment solutions and advisory services. He has been involved in the private equity industry since 2001.

Prior to joining RCP, Alex founded Atlas Diligence, acquired by RCP, where he developed a unique research and advisory platform focused on advanced analytics and systematic due diligence. Prior to founding Atlas, Alex worked for BlackRock Private Equity Partners. At BlackRock PEP, he helped lead manager identification and due diligence on private capital fund opportunities as well as diligence on co-investment and secondary transactions. He previously worked at Quellos’s Private Capital Strategies Group, Hewlett Packard’s pension fund investment group, and Cagan McAfee Capital Partners.

Alex holds an MBA from the Stanford Graduate School of Business and a BA, magna cum laude, in International Relations from the University of Pennsylvania.

Charlie is a Managing Partner and co-Founder of RCP. He is the Firm’s Chief Investment Officer. In addition, Charlie chairs the Investment Committee and is active as an Advisory Board member of various underlying funds. He has been involved in the private equity industry for 30 years.

Prior to founding RCP, Charlie was an Executive Vice President at Heller Financial, Inc., where he founded and managed the Capital Markets Group. He also served as Senior Managing Director at Heller Capital Management, the firm’s private equity investment business, where he oversaw a large portfolio of middle market buyout limited partnership interests and direct investments. In addition, Charlie has extensive prior experience in leveraged finance through capital markets positions with Security Pacific Corporation and the Bank of New York. Charlie is a trustee of the Merit School of Music and is active in other community and arts organizations in Chicago.

Charlie received a BA in History and Economics and an MBA from the University of Michigan. He is a CFA charterholder.

Dave is a Managing Partner and portfolio manager for RCP’s co-investment funds and maintains broader activities throughout the investment function. Dave is also on the Investment Committee and active as an Advisory Board member of various underlying funds and portfolio companies. He has been involved in the private equity industry since 1998.

Prior to joining RCP, Dave was a Partner at National City Equity Partners, the private equity/mezzanine arm of PNC Financial Services Group, Inc. He has prior private equity experience at Thayer Capital Partners, operational experience at Suntron Corporation, an electronics contract manufacturer, and investment banking experience at BT Alex Brown.

Dave received a BA in Economics from Princeton University and an MBA from The Wharton School at the University of Pennsylvania.

Jon is a Managing Partner of RCP. He is the portfolio manager for the Firm’s secondary investment activities and maintains broader activities throughout the investment function. Jon is a member of the Investment Committee and active as an Advisory Board member of various underlying funds. Jon has been involved in the private equity industry for nearly 20 years. He has been with RCP since the formation of RCP Fund II.

Prior to joining RCP, Jon worked for two middle market buyout funds. Jon also worked for PricewaterhouseCoopers’ Strategic Business Unit.

Jon received a BA in History from Emory University and an MBA from the University of Chicago.

Tom is a Managing Partner and co-Founder of RCP. He leads the manager research and investment sourcing function of the Firm, is a member of the Investment Committee, and serves as an Advisory Board member of various underlying funds. His responsibilities include the evaluation, monitoring, and ongoing relationship management of private equity fund managers. Tom has been involved in the private equity industry for over 20 years.

Prior to founding RCP, Tom was a Director of Aon’s Financial Sponsors Practice, where he was responsible for advising companies on financial, legal, and risk management issues surrounding the due diligence, structuring, and valuation of transactions primarily from a liability perspective.

Tom serves on the board of the Children’s Memorial Hospital Foundation and is a director of the Evans Scholars Foundation. He is also a board member of the Illinois Venture Capital Association, as well as a member of the Executive Committee of the Small Business Investors Alliance. He is an active member of The Economics Club of Chicago, The Association for Corporate Growth, Chicago Area Limited Partners Association (CALPA), and The Commonwealth Club of Chicago. He is also formerly a member of the Young Presidents Organization.

Tom earned his BS in Business Administration from the University of Colorado.

Edwin has invested in private equity for over 20 years, managing assets for foundation and endowments since the early 2000s.

Before founding TrueBridge with longtime friend Mel Williams, he worked as managing director and head of private equity at The Rockefeller Foundation, where he had responsibilities across the portfolio, including the oversight of its venture portfolio. As part of the Foundation’s senior management team, Edwin helped invest a $4 billion endowment in some of the venture industry’s top performing managers.

Prior to the Rockefeller Foundation, Edwin was the senior investment officer at Brandywine Trust, where he worked across the portfolio and was responsible for more than $4 billion in assets for high net worth families and foundations. During his time at both Brandywine and The Rockefeller Foundation, he grew a network of close relationships with venture capital managers and industry experts, which he has continued to foster and build at TrueBridge. Before his start in private equity investing at Fallingwater, LLC, Edwin worked as an investment banker at NationsBanc Montgomery Securities (Bank of America Securities) and as an opportunistic real estate investor in Washington, D.C.

In 2012, he was named an Honorary Kauffman Fellow by the Center for Venture Education, in appreciation of TrueBridge’s support of the Kauffman Fellows Program. He is a licensed attorney and a member of the investment committee for the Triangle Community Foundation. Previously, he served as the chair of the finance committee and the executive committee for the Board of Directors of the College of Arts and Sciences at the University of North Carolina at Chapel Hill. He serves on advisory boards for a number of venture capital and buyout funds.

Edwin received a JD/MBA from Emory University, where he was a Goizueta Scholar, and a BA from the University of North Carolina at Chapel Hill.

Mel has been investing in private equity for over 20 years and is also a seasoned entrepreneur.

Before founding TrueBridge with longtime friend Edwin Poston, Mel co-founded UNC Management Company (UNCMC), where he worked closely with the President/CIO to manage over $2 billion of endowment capital for the University of North Carolina, along with other North Carolina-based institutions. As part of the senior management team, Mel had primary portfolio management responsibility for all illiquid asset classes, including UNCMC’s venture portfolio. During his time at UNCMC, Mel formed strong ties with some of the industry’s top-performing managers, which he has continued to develop at TrueBridge.

Prior to UNCMC, Mel helped co-found two venture-backed companies. He also spent time as an entrepreneur-in-residence with Commonwealth Capital Ventures in Boston.

Throughout his career, Mel has served on the advisory boards of private capital partnerships. He has also spoken at a number of global private equity conferences and appeared as a guest lecturer at UNC and Duke University. In 2012, he was named an Honorary Kauffman Fellow by the Center for Venture Education, in appreciation of TrueBridge’s contribution and commitment to the Kauffman Fellows Program.

Early in his post-graduate career, Mel worked as a manager with both the General Electric Capital Company and the General Electric Corporate Audit Staff.

Mel received his MBA from Harvard University and his BA with honors from the University of North Carolina at Chapel Hill.

Andrew is a Principal and joined TrueBridge in May of 2019. He focuses on all aspects of the investment process and portfolio construction and management, including due diligence and industry analysis.

He joined TrueBridge following his work as a Vice President at Grotech Ventures, where he sourced and executed investments in software and technology companies while also serving as an active board observer for multiple portfolio companies.

Andrew previously worked as an associate at WestView Capital Partners, where he sourced and closed private equity investments. He started his career as an associate at Summit Partners.

Andrew earned a BBA, cum laude, in Finance and a BA in Political Science from the University of Notre Dame.

Mindy is a member of the TrueBridge investment team, focusing on all aspects of the investment process, including due diligence, industry analysis and portfolio construction. She also plays a key role in the firm’s partnership with Forbes and the creation of the Midas List, Midas List Europe and Next Billion Dollar Startups List.

Before joining TrueBridge, Mindy spent many years at Goldman Sachs in its Equities and Global Investment Research divisions. She most recently served as Vice President of Global Security Services – Prime Brokerage, where she advised investment professionals on market activity and investor sentiment across all major sectors and regions. Before that, she was an associate analyst at Friedman, Billings, Ramsey & Co., Inc., specializing in infrastructure and application software, and a senior consultant at Protiviti in the firm’s technology risk practice.

Mindy is also an entrepreneur, having founded two businesses including an international trampoline park franchise and a wholesale distribution company/online boutique of artisanal products.

She graduated with a BS in Systems and Information Engineering with a concentration in Management Information Systems from the University of Virginia.

Kate is a member of TrueBridge’s investment team, focusing on due diligence and industry analysis. She also leads the firm’s corporate partnership efforts.

Kate worked alongside TrueBridge co-founder Mel Williams at UNC Management Company as an investment associate, where she helped manage the firm’s portfolios in private equity, venture capital, real estate, energy and natural resources, and enhanced fixed income. Before joining TrueBridge in 2013, she worked as a director at Parish Capital Advisors, where she was active in primary fund investing, secondary transactions, and co-investments. She has served on numerous fund advisory boards.

Kate serves on the Finance and Audit Committee for the Board of Directors of the John Rex Endowment. She previously served as an advisor to Atlas Diligence (acquired by RCP Advisors), where she helped outsource private market intelligence. She is currently a member of the Private Equity Women Investor Network (PEWIN) and the local chapter of 100 Women in Finance. She serves on the Board of Trustees at St. Andrew’s School.

She graduated Phi Beta Kappa with a BA in History from the University of North Carolina at Chapel Hill. As an undergraduate, she was a member of the two-time NCAA Championship Women’s Field Hockey Team and completed a business program at the Carolina Business Institute.

Caleb is a member of the investment team, focusing primarily on deal, industry, and portfolio analysis. Before joining TrueBridge, he was a development consultant at healthcare software company Epic and consulted on trading model development and investment due diligence at a Midwest hedge fund. Prior to that, he interned as a process engineer at GlaxoSmithKline, where he developed analytics tools to forecast financial and environmental impacts of drug synthesis processes.

Caleb holds a Master’s in Biomedical Engineering from Duke University, a Master’s in Public Health from the University of Wisconsin-Madison, and a BS in Environmental Health & Engineering from the University of North Carolina at Chapel Hill.

Whit is a Managing Partner of Five Points Capital and member of the Board of Managers and the Investment Committee. Prior to joining Five Points Capital in 2006, Whit held operations and marketing management positions at Gilbarco Veeder-Root, a division of Danaher Corp. (NYSE: DHR). Most recently, he was Director of North America Point-of-Sale business. Prior to Danaher, Whit was Vice President – Corporate Development for FairPoint Communications, a portfolio company of Carousel Capital, Kelso & Company, and Thomas H. Lee Partners. During his tenure at FairPoint, Whit led direct investments in 17 companies totaling more than $700 million in value. Prior to FairPoint, he worked for Bowles Hollowell Conner & Co. (BHC), an investment-banking firm specializing in middle-market mergers and acquisitions and private placements.

Outside of work, Whit enjoys spending time with his wife and their three sons. Most of Whit’s free time involves family travel, hunting, golfing, and taking in sunny days at the North Carolina coast. Born and raised in North Carolina, Whit is a loyal Tar Heel and is an avid UNC sports fan. Whit also serves in various leadership capacities at local non-profits.

Whit received an MBA from the University of Virginia Darden Graduate School of Business and a BA in Economics from the University of North Carolina at Chapel Hill.

Jonathan is a Managing Partner of Five Points Capital and member of the Board of Managers and the Investment Committee. Prior to joining Five Points Capital in 2002, Jonathan worked with Carousel Capital, a North Carolina-based private equity firm, where he invested equity capital and worked closely with the firm’s portfolio companies. Prior to Carousel Capital, he worked for Bowles Hollowell Conner & Co. (BHC), an investment-banking firm specializing in middle-market mergers and acquisitions. Before BHC, Jonathan worked in New York for Chase Securities in their asset-backed securities and syndicated lending groups.

​Outside of work, Jonathan spends time with his wife and three children boating, fishing, hunting, and skiing. Jonathan and his wife are active in the community, volunteering and serving in leadership positions with several local not for profit organizations. Jonathan currently serves as a Trustee of both the Crossnore School & Children’s Home and the Crossnore School Foundation. Jonathan holds or has held volunteer leadership positions with St. Paul’s Episcopal Church, RJR High School Boosters Club, YMCA Adventure Guides program, and Bethesda Center for the Homeless.

Jonathan received his MBA from The University of Virginia Darden Graduate School of Business, where he received the William Michael Shermet Award and the Faculty Award for Academic Excellence, and a BA in Economics with Minor Degree in Business from the University of North Carolina at Chapel Hill.

Scott is a Managing Partner of Five Points Capital and member of the Board of Managers and the Investment Committee. Prior to joining Five Points Capital in 2005, Scott was an investment banker in the Media and Communications Corporate Finance Coverage group at Wachovia Securities (now Wells Fargo Securities), where he provided leveraged and equity capital raising and merger and acquisition advisory services to both public and private companies. Previously, he also worked for GE Capital and GE Plastics in various corporate finance and business development capacities.

Outside of work, Scott enjoys spending time with his wife and four children and is an active member of his church, serving in various leadership capacities, including leading a self-reliance initiative directed at helping individuals improve job prospects, gain additional education, start and grow businesses, and better manage their personal finances. He is a Seattle native and long-time North Carolina transplant who maintains his allegiances to Seattle sports but prefers the warmth and sun of the Carolinas. Scott is an avid snow skier and water sports enthusiast and attempts to play golf.

Scott received his MBA from Harvard Business School and a BS in Business Administration with a concentration in Finance from Brigham Young University.

Marshall is a Managing Partner of Five Points Capital and member of the Board of Managers and the Investment Committee. Prior to joining Five Points Capital in 2014, Marshall worked for American Capital, formerly a publicly traded multi-billion dollar business development company, in its Dallas office. During his nine year tenure at American Capital, Marshall focused on originating and structuring middle market equity and debt investments while working closely with the firm’s portfolio companies. Prior to joining American Capital, Marshall worked in New York for J.P. Morgan, focusing on M&A and financings for large cap, diversified industrial companies.

Outside of work, Marshall enjoys spending time with his wife and three young children. He is an active member of his church, serving in a leadership role within its Finance Committee. He is a Dallas native, loyal Texan, and avid sports fan, including all things Georgetown basketball, SMU football, and Texas Rangers baseball.

Marshall received a BS in Finance and Accounting from Georgetown University.

Michael serves as the President and Chief Executive Officer of Enhanced Capital Group LLC. Michael serves on the firm’s investment committees and Board of Directors.

Prior to becoming president, Michael served as the company’s senior vice president and general counsel, where he handled the company’s various legal matters, including government relations and corporate compliance issues. Prior to joining Enhanced Capital, Michael practiced law for seven years in New Orleans and Minneapolis, with an emphasis on mergers & acquisitions and financing transactions. He clerked on the U.S. Court of Appeals for the Fifth Circuit.

Since joining Enhanced Capital, Michael has lectured extensively on capital formation programs and has testified before numerous state legislatures and other governmental institutions on related issues. Michael also has served on the boards of numerous civic, community, and charitable organizations, including as chairman of YPO’s Gotham Chapter. He is currently Chair of the Board of the Pancreatic Cancer Action Network.

Michael is a 1986 graduate of Vassar College and a 1993 magna cum laude graduate of the University of Minnesota Law School, where he graduated Order of the Coif (highest honors) and served as an editor of the Law Review.

Shane is Managing Partner of Enhanced Capital’s Impact Real Estate team. In this capacity, he co-heads the firm’s federal and state tax credit business lines and manages the firm’s Impact Real Estate department. Prior to co-heading the Impact Real Estate services business line, Shane was the Chief Financial Officer, where he oversaw the firm’s accounting, finance, tax, and treasury functions.

Prior to joining Enhanced Capital in March 2006, he was an audit manager with Ernst & Young where he provided auditing and attestation services for both publicly traded and private entities.

Shane is a certified public accountant and a member of both the American Institute of Certified Public Accountants and the Society of Louisiana Certified Public Accountants. He received his Masters in Professional Accountancy and a BS in Accounting from the University of Southern Mississippi in 2001 and 1999, respectively.

Richard is Managing Partner of Enhanced Capital’s Impact Real Estate team. In this capacity, he co-heads the firm’s federal and state New Markets Tax Credit business lines and manages the firm’s Impact Real Estate department.

Previously, Richard was an attorney in the corporate and securities section of Jones, Walker in New Orleans, LA.

He holds a B.A. from the University of Georgia and a J.D. from the Louisiana State University of Law where he graduated Order of the Coif (highest Honors) and was a member of the Law Review.

Mark joined Enhanced Capital in 2005 and serves as Managing Partner. Based in Maryland, he oversees all operations for the Small Business Lending department. His responsibilities include managing members of the firm’s investment group and coordinating all Small Business Lending activities. Mark is an active multi-stage investor for the firm. He originates transactions, coordinates due diligence activities, executes transactions, and manages a diverse portfolio of investments across the country.

Mark serves on the investment committees of the firm’s investment funds and its Risk Oversight Committee. He provides financial and strategic planning to support Enhanced Capital portfolio companies and serves as a member of the Board of Directors of several companies in software, new media, consumer goods, and other industries.

Prior to Enhanced, Mark spent six years in merchant banking, where he executed software and clean energy investments. He is an active angel investor focused on impact investments and has been the initial seed capital in several companies that leverage technology to provide measurable social impact. He is also involved in organizations that educate and mentor the next generation of entrepreneurs.

Mark earned an undergraduate degree from Bowdoin College and a J.D. from Case Western Reserve University.

Doug Cruikshank is Managing Partner and Founder of Hark Capital. He has been with Hark Capital since co-founding it in 2012. Hark Capital provides non-dilutive loans to the portfolio companies of sponsors in situations that would typically require equity. The loans are based on the sponsor’s NAV, not the credit profile of the individual portfolio company.

Prior to joining Hark, Mr. Cruikshank was a Managing Director at Barclays and Lehman Brothers covering financial sponsor clients. Prior to that, he worked at Credit Suisse and JP Morgan doing leveraged finance, bank lending and private placements. Before earning his MBA, Mr. Cruikshank was a middle-market loan officer at Manufacturers Hanover Trust Co. after successfully completing its 9-month credit training program. Mr. Cruikshank received an A.B. from Princeton University and a M.B.A. from the Kellogg School of Management at Northwestern University.

Rafael Castro is a Partner at Hark Capital and has been with Hark since its inception. Mr. Castro is responsible for origination, execution, and asset management of Hark Capital’s investments.

Prior to Hark, Mr. Castro was Managing Director of Velocity Capital Advisors LLC, where he originated and managed a portfolio of corporate debt. Previously, Mr. Castro spent four years at Ableco Finance LLC, the private lending arm of Cerberus Capital Management, L.P., where he managed a $450 million special situation loan portfolio. Mr. Castro also worked in the Leveraged Finance Group at CIBC World Markets and LabMorgan, JP Morgan’s e-finance venture capital group. Mr. Castro received an A.B. from Harvard University and a M.B.A. from Columbia Business School.

Rich Davis is a Partner at Hark Capital and has been with Hark since its inception. Mr. Davis is responsible for origination, execution, and asset management of Hark Capital’s investments.

Prior to joining Hark, Mr. Davis was a Vice President at GarMark Partners, where he focused on investing a $330 million fund in private debt and equity investments. Previously, Mr. Davis was a Consultant at Wind Point Partners and a Senior Investment Banking Analyst at RBC Capital Markets. Mr. Davis received a B.S. from the University of Illinois and a M.B.A. from the University of Chicago. Mr. Davis holds the Chartered Financial Analyst (CFA) designation.

Ajay has overall responsibility for the Bonaccord business and is a member of Bonaccord’s investment committee.

Prior to forming Bonaccord, Ajay was a Senior Managing Director at Guggenheim Partners, where his activities focused on strategic development within alternatives. Previously, Ajay was a Managing Director and Head of Europe for Swiss Re’s Equity and Fund-Linked Group. Ajay spent over a decade at Morgan Stanley, where he held a variety of roles spanning Capital Markets and Investment Banking in both London and New York.

​Ajay earned a Bachelor of Science in Electrical Engineering from Rensselaer Polytechnic Institute.

Brad has a principal focus on management and development of the BCP business and is a member of Bonaccord’s investment committee.

Prior to forming Bonaccord, he was a Director at Guggenheim Partners, where his activities focused on strategic development within alternatives. Previously, Brad was a Vice President in Swiss Re’s Equity and Fund-Linked Group. He began his career as an Investment Associate at Bridgewater Associates.

​Brad earned a Bachelor of Arts in Middle Eastern Language and Culture from Columbia University.

Farhad leads Bonaccord’s underwriting and execution efforts and is a member of Bonaccord’s investment committee.

Prior to forming Bonaccord, Farhad was a Director at Guggenheim Partners, where his activities focused on strategic development within alternatives. Previously, Farhad was a Vice President in Swiss Re’s Equity and Fund-Linked Group. Earlier in his career, Farhad held positions in investment banking and equity structuring at Bank of America and Morgan Stanley in London.

​Farhad earned a Master of Business Administration from Columbia Business School, a Master of Science from the London School of Economics, and a Bachelor of Commerce from the University of Toronto.

Maurice joined WTI in 2001 and is currently Chairman, having served as CEO of the firm from 2009 to 2021. His background includes positions as a Venture Partner at Outlook Ventures, an early stage venture firm, and Chief Investment Officer at MetaMarkets, an online mutual fund company. Maurice also founded and served as CEO of Left at Albuquerque, a venture-backed chain of restaurants. Prior to business school, Maurice worked in corporate finance at Robertson Stephens. Maurice holds both a BA and MBA from Stanford University and is a member of the Stanford Board of Trustees.

David joined WTI in 2000. Prior to that, he held marketing, business development, and legal positions with VeriSign, Wilson Sonsini Goodrich and Rosati, and Los Alamos National Laboratories. David holds a BS from the University of Kansas, an MBA from the Anderson School of Management at the University of New Mexico, and a JD from Santa Clara University. He is a member of the California State Bar.

Josh is an Investment Partner based in New York City. Prior to joining WTI in 2017, Josh was the founder and CEO of Pronoun, a venture-backed ebook publishing platform acquired by Macmillan Publishers, where he subsequently served as President of the division. Previously, Josh was the first employee at Media Rights Capital LP, a film and television financing firm backed by Goldman Sachs, AT&T, and WPP.

Earlier in his career, Josh worked in the corporate development group at Endeavor, the Hollywood talent agency. Josh received his MA and BA from the University of Chicago and his MBA from Columbia Business School.

Dave joined WTI as an Investment Partner in 2008 and he is based in Silicon Valley.  Before joining WTI, Dave held senior positions at Silicon Valley Bank, Fortress Investment Group and Meier Mitchell/GATX Ventures in the US, as well as at GATX’s London-based venture lending business, GATX/ETV. He holds a B.A. from Duke University.

Prior to joining WTI in 2011, Rudy founded or led a number of venture backed startups. Most recently, he served as Chief Executive Officer of scanR Inc., a mobile productivity service company, Vice President of Business Development with iMediation S.A., an enterprise software company, and Senior Vice President of Corporate Development with Internet Pictures Corporation Inc., a provider of content infrastructure. Rudy also held a variety of venture, finance, and strategic planning positions with Intel Corporation. Rudy holds a BS in Finance and Economics from San Jose State University.

Jon joined WTI in 2013. He was founding partner of Foghorn Capital, a financial advisory firm. He was President and CFO of IPWireless, a venture backed wireless broadband company. He was CEO and CFO of iAsiaWorks, a venture backed data center company that he helped take public. He was CFO of Phoenix Network, a venture and private equity backed publicly traded telecom services company. Jon worked at TPG sourcing new investments and working with portfolio companies. He graduated from Harvard College Magna Cum Laude. He also holds an MBA from Stanford University.

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Robert is the former President of Acacia Research Corporation, an industry leader in patent licensing. Mr. Stewart was an executive at Acacia for over two decades, helping to deliver hundreds of millions of dollars of value to Acacia’s patent partners.

Mr. Stewart received a BS degree from the University of Colorado at Boulder and has extensive experience in intellectual property, patent licensing, financial and public markets.

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Travis is a Managing Director and global head of Financial Sponsors Group and Sustainable and Impact Banking, serving on the Investment Banking Management Team at Barclays.

Previously, he was the global head of Debt Capital Markets and Risk Solutions Group, which also included Securitized Products Origination, Sustainable Capital Markets, Loan Capital Markets and Global Finance Advisory. Mr. Barnes is the Chair of Barclays’ Americas Citizenship Council.

He is based in New York and has worked at Barclays since 2006. He started his career at Morgan Stanley and worked in Debt Capital Markets, Corporate Finance and Mergers & Acquisitions, based in New York and Hong Kong.

Mr. Barnes received a BA, summa cum laude, in Economics and English from Lafayette College in 1998.

Scott is a co-founder of Keystone Capital Management, a Chicago-based investment firm, where he has served as the Managing Partner since 2017. He also currently serves as a director of CONSOR Engineers, an infrastructure engineering firm; VDA, a building sciences consultancy; Clearwater, a water operations and management company; Inspire 11, a leading digital transformation and data analytics firm and Merge, a full-service marketing agency.

Prior to founding Keystone, Scott was with Madison Dearborn Partners, a leading middle market private equity firm, and Kidder, Peabody & Company, a New York-based Investment Banking firm.

Scott received a BS degree in finance from the University of Virginia and a MBA from Northwestern University.