At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based CFO’ operating in the Finance space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Partner, CFO of Y Combinator
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About Y Combinator: Y Combinator is a startup accelerator that invests in a wide range of startups twice a year.
CFO of Carta
Charly Kevers serves as CFO at Carta, a transfer agent for private companies.
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About Carta: Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
CFO of Accel
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About Accel: Accel is an early and growth-stage venture capital firm that helps a global community of entrepreneurs.
Chief Financial Officer of Kleiner Perkins
Susan Biglieri has served as the chief financial officer of Kleiner Perkins Caufield & Byers since 2001. For the 10 years prior to 2001, she was the controller at KPCB. Susan focuses primarily on the firm’s internal financial affairs. Before joining KPCB, Susan worked for Mouse Systems Technology and Ernst & Young.
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About Kleiner Perkins, University of California Berkeley: Kleiner Perkins is a venture capital firm that specializes in investing in early-stage, incubation, and growth companies.
Partner, Chief Financial Officer and Chief Administrative Officer of B Capital Group
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About B Capital Group: B Capital Group is a venture capital firm that backs global entrepreneurs in the field of information technology.
Operating Partner & CFO of Lightspeed Venture Partners
Andrew Moley joined Lightspeed in 2008 and leads the firm’s operational activities including overall responsibility for its financial reporting. He brings extensive operating experience to the firm, having helped develop both public and private companies throughout his career. Prior to joining the firm, Andrew was CFO of three venture-backed startups. He served as CFO of eGreetings Network (EGRT) taking the company public in 1999, and later took over as the CEO of the company until its sale to American Greetings (AM) in 2001. He also served as EVP and CFO of CMC Industries (CMCI), a publicly-traded EMS company and began his career at Mercer Management Consulting. Andrew holds an MBA from Stanford University Graduate School of Business and a BS in Economics from The Wharton School of the University of Pennsylvania.
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About Lightspeed Venture Partners: Lightspeed Venture Partners is a venture capital firm that engages in consumer, enterprise, technology, and cleantech markets.
Chief Financial Officer & Chief Operating Officer of Section 32
Nina Labatt is the Chief Financial Officer and Chief Operating Officer at Section 32.
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About Section 32, The CFO Leadership Council: Section 32 is a venture capital fund that invests at the cutting edge of technology, healthcare, and life sciences.
CFO of Section 32
Jonathan Faerber is Google Ventures’ finance partner and has worked with the fund since its inception. He oversees the fund’s finance, accounting, and portfolio reporting functions and is closely involved in the investment process. Jonathan joined Google Ventures from Google’s M&A and Strategic Investment Finance team where he was a senior finance manager and the second team member. While helping that team to scale he was a finance deal lead on an extensive number of deals. In this role, Jonathan worked cross-functionally while focusing on financial due diligence which also included guidance on deal terms and purchase agreements, purchase accounting, and overseeing finance integration. Prior to this role, Jonathan was part of Google’s Sale Finance team supporting AdSense during its early years. Before joining Google in 2004, Jonathan worked for KPMG in its Silicon Valley office in both its audit and transaction services practices. Jonathan is a CPA (inactive) in the State of California and holds a B.S. cum laude in business administration from Cal Poly. During Jonathan’s time at Google he has been the recipient of the 2007 Google CFO Award.
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About Section 32: Section 32 is a venture capital fund that invests at the cutting edge of technology, healthcare, and life sciences.
CFO & Head of Investor Relations of Khosla Ventures
Keith joined TCV in 2002. Prior to TCV, Keith worked at Andersen as an auditor and as manager of their Major League Baseball Authentication Program for autographed and game-used memorabilia.Keith received a B.S. in Business and Economics from Lehigh University and a M.B.A. from Fordham University.
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About Khosla Ventures: Khosla Ventures is a venture capital firm that focuses on environmentally friendly tech, internet, computing, mobile, and silicon tech.
Chief Financial Officer of NFX
Jeff Bullock serves as the Chief Financial Officer at NFX.
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About NFX: NFX operates as a pre-seed and seed stage VC that is transforming how true innovators are funded.
Chief Financial Officer of Freestyle
Joshua Gilbert is the Chief Financial Officer at Freestyle Capital.
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About Freestyle: Freestyle is a venture capital firm that focuses on early-stage technology companies.
CFO of Blackstone Group
Michael S. Chae is a Senior Managing Director at Blackstone and Head of International Private Equity. He has also served as Head of Private Equity for Asia/Pacific since December 2010. Michael Chae also oversees private equity investments in the media and telecom sectors, and helps oversee the investment process for the Tactical Opportunities fund. Since joining Blackstone in 1997, Michael Chae has led or been involved in Blackstone’s investments in Nielsen, Michaels Stores, The Weather Channel Companies, Hilton Hotels, Centennial Communications, Crowley Digital (Salmon PCS), Extended Stay America, iPCS, PaeTec Communications and Universo Online, and in acquisitions by American Axle & Manufacturing, and in the reorganization of Transtar. Before joining Blackstone, Michael Chae worked as an Associate at the Carlyle Group, L.P. and prior to that with Dillon, Read & Co. Michael Chae graduated magna cum laude from Harvard College, and received an M.Phil. in International Relations from Cambridge University and a J.D. from Yale Law School, where he was Managing Editor of the law review. He currently serves on the boards of Hilton Worldwide and Pactera, and previously has served on numerous boards of private and publicly traded portfolio companies. Michael Chae is a member of the Board of Trustees of the Lawrenceville School and Chairman of its Investment Committee, and a member of the Board of Trustees of the Asia Society.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Senior Vice President and Chief Financial Officer of Strategic Partners of Blackstone Group
Michael A. Petryczenko is a Senior Vice President and Chief Financial Officer for Strategic Partners, Blackstone’s secondary private fund of funds business, which was acquired from Credit Suisse in August 2013. Michael Petryczenko is involved with overseeing the financial reporting, tax structuring and treasury operations related to Strategic Partners’ secondary private equity funds. Before joining Strategic Partners, Michael Petryczenko was the Tax Manager for the Peabody Fund, an opportunistic real estate fund jointly managed by J.P. Morgan and The O’Connor Group. Prior to joining the Peabody Fund, Michael Petryczenko was a Tax Manager at Ernst and Young, LLP in the Real Estate Group. His clients included DLJ Real Estate Capital Partners and SL Green Realty Corp. Michael Petryczenko received a BS in Accounting from St. Francis College, New York and an MS in Taxation from Pace University, New York. He subsequently earned the C.P.A. designation.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Michael D. Newman
Chief Financial Officer of Blackstone Group
Michael D. Newman has been appointed chief financial officer of Blackstone Crystal Holdings Capital Partners (Cayman) IV Ltd., the holding company for Blackstone’s investment in Celanese AG. Michael Newman joins Blackstone Crystal Holdings from RadioShack Corporation where he was senior vice president and chief financial officer. Michael Newman’s career spans over 25 years in various financial roles. Following graduation from Amherst College in Massachusetts with a degree in economics, he joined General Electric Company’s financial management program and moved through a succession of increasingly senior positions in GE’s plastics, silicones and appliance businesses in the United States and Europe. Michael Newman joined Hussman International as vice president and chief financial officer following its spin-off from Whitman as a public company in 1996 and was subsequently involved in the sale of Hussman to Ingersoll Rand. He worked briefly at Intimate Brands as CFO before joining Fort Worth-based RadioShack in 2001. Michael Newman will assume responsibility for financial oversight and direction of related matters concerning Blackstone’s interest in Celanese.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Chief Financial Officer and Senior Managing Director of Cerberus Capital Management
Jeffrey Lomasky joined Cerberus in 1994. Prior to joining Cerberus, he was the Chief Financial Officer of New Street Securities from 1992 to 1994. From 1990 to 1992, he was the controller of Drexel Burnham Lambert and from 1989 to 1990, he was the Chief Financial Officer of European activities for Drexel Burnham Lambert. He is a graduate of Bernard Baruch College. He is a member of the Firm’s Operating/Management Advisory Committee, Compliance and Risk Management Committee, Valuation Committee, Allocation Committee, and Financial Risk Management Sub-Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
CFO of Rembrandt Venture Partners
Pauline joined Rembrandt Venture Partners in February 2011.
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About Greenough Consulting Group, Greenough Consulting Group, Rembrandt Venture Partners: Rembrandt Venture Partners is a team of entrepreneurs, company builders, and investors.
CFO of Bain Capital Ventures
Andy joined Bain Capital in 2004 and currently serves as Vice President of Finance of Bain Capital Ventures. Prior to joining Bain Capital, Andy spent four years at PricewaterhouseCoopers. Andy received a BS in Accounting and Finance from Miami University and is a Certified Public Accountant.
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About Bain Capital Ventures: Bain Capital Ventures invests in seed to growth-stage startups that uses tech to disrupt existing markets or create entirely new ones.
Chief Financial Officer of Cota Capital
Marcella McColl joined Cota Capital as VP Finance in 2018. Prior to Cota, Marcella was the CFO/CCO at Manifold Partners. She has extensive experience in the alternative investment space and held various senior finance roles including Controller at Hellman and Friedman, American Infrastructure Funds and Carmel Partners. Marcella began her career at KPMG, LLP where she was a manager in the Assurance Practice specializing in investment management and banking. She graduated magna cum laude from Pace University, New York with a BBA in Public Accounting. She is a licensed Certified Public Accountant in California.
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About Cota Capital: Cota Capital is an SEC-registered multi-stage investment firm focused on private and public enterprise technology companies.
CFO of Goodwater Capital
Benjamin Painter is the CFO at Goodwater Capital.
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About Goodwater Capital: Goodwater Capital is a venture capital firm that focuses on consumer tech startups.
Chief Financial Officer of New Enterprise Associates
Tim Schaller joined NEA in 2008 as Chief Financial Officer and is responsible for finance, investment operations, facilities, and information technology. Prior to joining NEA, Tim was Chief Financial Officer at Algenol Biofuels Inc., a Florida-based alternative energy company. He began his career at PricewaterhouseCoopers (C&L), where he was a Manager specializing in financial services. Tim earned his bachelor’s degree in accounting from Loyola College of Maryland and his master’s degree concentrating in financial management from Johns Hopkins University.
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About New Enterprise Associates: New Enterprise Associates is a global venture capital firm investing in technology and healthcare.
CFO of Owl.co
Dan Kaltenbach is the Chief Financial Officer of owl.co.
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About Owl.co: Owl is an insurance claims monitoring platform that detects non-eligible claims through evidence and facts with an audit trail.
Chief Financial Officer of Venrock
Lisa joined Venrock as Chief Financial Officer in January 2012, and leads Venrock’s Finance team, which is responsible for the financial reporting of the firm’s investment funds as well as the day-to-day management of firm-wide finance and accounting matters. In addition, Lisa is responsible for investor relations and LP reporting, and works closely with our legal team on fundraising, operations and regulatory compliance matters. Lisa has over 25 years of professional experience in financial services, and has been working directly in the venture capital industry since early 2001. Prior to joining Venrock, Lisa was CFO of international venture capital firm DCM, where she had oversight of global finance operations and advised portfolio company management teams, providing operational and financial guidance and assistance. Prior to DCM, Lisa held the Assistant Controller position at Sierra Ventures. Lisa began her professional career with KPMG LLP, first in Canada, then in the U.S., as an Audit Manager serving various private and public clients in the financial, real estate and technology sectors. Lisa holds the Chartered Accountant (CA) designation, and is a member of the Canadian Institute of Chartered Accountants (CICA) and the Institute of Chartered Accountants of British Columbia (ICABC). Lisa also holds a B.A. in Psychology from the University of Victoria. She is an active member of the National Venture Capital Association’s CFO Task Force and also served for five years on the Board of the West Coast Chapter of the Private Equity CFO Association (PECFOA).
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About Venrock: Venrock is a venture capital firm investing in technology and healthcare companies.
Co-Founder & Chief Financial Officer of Hedgeye Risk Management
Prior to co-founding Hedgeye Risk Management, Michael was Founder and Chief Operating Officer of Falconhenge Partners. The firm was integrated into Magnetar Capital in April 2006. Before moving to Wall Street, Michael spent 7 years in Silicon Valley eventually joining PayPal, the world’s leading electronic payment system, where he served as Country Manager, Germany and eventually oversaw the firmâ€™s business in SE Asia and the Pacific. PayPal sold to eBay for $1.5B in 2002. Michael is an Astronaut-in-waiting with Virgin Galactic, and received his Bachelor of Arts in Economics and International Studies (honors) from Yale University.
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About CurrencyWorks, Hedgeye Risk Management: Hedgeye Risk Management is a web-based financial research and media company providing investment information.
Chief Financial Officer of Bessemer Venture Partners
Sandy Grippo, Bessemer’s chief financial officer, is a partner in the New York office. She joined the firm in 2002 and is responsible for the firm’s financial management, operations and reporting. Sandy has over a decade of experience in both accounting and operations for private investment firms. Prior to joining Bessemer Sandy was a vice president at JP Morgan Partners, where she focused on partnership accounting, partnership taxes and fund operations. At JP Morgan Partners, Sandy was responsible for the accounting for the $5.4 billion JP Morgan Partners Global Investors fund. Sandy began her career at Ernst and Young where she was an audit manager specializing in hedge-fund and private-equity clients. Sandy holds a B.S. in accounting from Lehigh University and earned her CPA.
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About Bessemer Venture Partners: Bessemer Venture Partners is a venture capital firm that funds consumer, enterprise, and healthcare startups.
Chief Financial Officer of Unusual Ventures
Kristy Landers is the Chief Financial Officer (CFO) at Unusual Ventures. Prior to joining Unusual, she was the VP of Finance at August Capital for 6 years, as well as Tax Manager at PriceWaterhouseCoopers LLP for the 7 years preceding.
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About Unusual Ventures: Unusual Ventures is a seed-stage venture capital offering hands-on support and expertise to startups on their early-stage journey.
Chief Financial and Administrative Officer of H.I.G. Capital
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Executive Vice President, Chief Financial Officer of TD Ameritrade
Steve Boyle as a Chief Financial Officer for TD Ameritrade, Steve Boyle is responsible for the Company’s investor relations and finance operations functions, including accounting, business planning and forecasting, and treasury and asset liability management. Boyle also serves as a member of the Company’s senior operating committee, which shapes the strategic focus of the organization. Boyle brings nearly 30 years’ experience in financial services to this role. He joined Banknorth as Controller in 1997 and was named Executive Vice President and CFO in 2004. He remained in that role for the bank, which has since become TD Bank, America’s Most Convenient Bank®, until joining TD Ameritrade in 2015. Prior to joining Banknorth, Boyle served as the Director of Financial Reporting for Barnett Banks, Inc. and served in a variety of accounting roles for Fleet Financial Group and Arthur Andersen & Co.
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About TD Ameritrade: TD Ameritrade is a finance company in online stock trading.
CFO & CCO of Canvas Ventures
Travis is the VP of Finance of the Canvas Ventures. He joined the firm in their Menlo Park office in 2012 and is responsible for supporting all operational and financial activities. Travis began his career as a CPA with PwC where he spent 5 years in their Private Company Services group. Travis earned his Bachelor of Science in Management Science from the University of California, San Diego and he earned his Certificate of Advanced Accounting Proficiency from Santa Clara University. Travis is also a Certified Public Accountant (inactive).
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About Canvas Ventures, Morgenthaler Private Equity: Canvas Ventures is an early-stage investment firm that specializes on fintech, healthtech, marketplaces, and data infrastructure.
Chief Financial Officer of Sapphire
Cristina Hohlman is the Chief Financial Officer at Sapphire Ventures.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
CFO of TowerBrook Capital Partners
Jennifer Glassman is CFO and a Managing Director of TowerBrook.
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About TowerBrook Capital Partners, TowerBrook Capital Partners: TowerBrook Capital Partners is a London-based investment management firm that funds European and North American companies.
Chief Financial Officer of Rho Capital Partners
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About Rho Canada Ventures, Rho Capital Partners, Rho Ventures: Rho Capital Partners is a private equity firm that offers long-term investments to IT, new media, healthcare, and energy tech companies.
Managing Director & Chief Financial Officer of Summit Partners
Adam H. Hennessey joined Summit Partners in 2004. Prior to Summit, he worked for Oxford Bioscience Partners and PricewaterhouseCoopers. Adam works in Summit’s Boston office. He received a BS in accounting and business planning & analysis from Babson College and an M.B.A. from Northeastern University. He is also a CPA.
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Chief Financial Officer of ACME Capital
Michael Derrick joined Trident in 2012 as Vice President, Finance and is responsible for managing Trident¹s back-office processes. He joins Trident with over 18 years of experience in fund accounting and administration with private equity, hedge funds and fund-of-fund firms. Previously, Michael was CFO of the private equity funds sponsored by Thomas Weisel Partners. In addition, he opened and ran the San Francisco office of Mourant Fund Services, an outsourced provider of administration for private equity firms. Before settling in northern California, Michael worked at Trust Company of the West in Los Angeles, and Apax Partners in London. Earlier in his career, he practiced at Ernst & Young in the U.K. Born and raised in the UK, Michael holds a Bachelor of Science from Manchester University in England. Outside the office, he enjoys going to concerts and exploring the outdoors with his wife and two young daughters, cooking gourmet Indian feasts, and playing traditional English folk music on his guitar.
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About ACME Capital, Trident Capital: ACME Capital invests in breakthrough technologies that fuel platform shifts and disruptive business models that capitalize on new platforms.
CFO of ACME Capital
Mike Derrick is the Chief Financial Officer for ACME. Prior to ACME, Mike served as CFO at Sherpa Capital. He previously held a similar role at Trident Capital which, together with spin-out funds Sunstone Partners and ForgePoint Capital, managed active fund capital commitments totaling $2 billion. Mike brings over 20 years of Private Equity/Venture Capital finance experience having worked in similar roles at Thomas Weisel Partners, Trust Company of the West, and Apax Partners as well as fund administration stints at Mourant Fund Services and HSBC. Mike’s varied knowledge of the alternative assets industry enables the most efficient streamlining of the back office function while improving the support of its investment team. Mike trained with Ernest & Young in “Old” Jersey where he grew up as a lad. He strives to master the guitar fingerpicking styles pioneered by the English masters and enjoys being outnumbered by his lovely wife and two teenage daughters.
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About ACME Capital: ACME Capital invests in breakthrough technologies that fuel platform shifts and disruptive business models that capitalize on new platforms.
Chief Financial Officer of Farallon Capital Management
Cameron Hillyer serves as Saba’s Chief Operating Officer and is a Partner of the firm. Cameron brings over twenty years of experience as both an advisor to alternative investment platforms and as an executive managing the infrastructure and operations of a range of complex investment platforms. Cameron’s experience covers both hedge fund and private equity structures, with a particular emphasis in the credit space. During his career, Cameron has led large teams of people across firms with operations spanning Asia, Europe and the United States. Prior to joining Saba in April 2016, Cameron was a Partner and Chief Financial Officer at MatlinPatterson, a private equity and credit hedge fund platform with over $8 billion in assets under management. At MatlinPatterson, he maintained overall responsibility for management of the firm’s infrastructure, finance, treasury, operations and technology. Before joining MatlinPatterson, Cameron was the Chief Financial Officer at Clearwater Capital Partners, an Asian focused distressed debt and special situations firm with 80 employees located in six global offices. Cameron started his career at KPMG in Australia and subsequently managed major accounts within the firm’s New York private equity and hedge fund practice. Cameron Hillyer is a Chartered Financial Analyst (“CFA”) charter holder and a Chartered Accountant (Australia). Cameron holds a Bachelor of Commerce degree from the University of Melbourne, Australia.
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About Farallon Capital Management: Farallon Capital Management operates as a global institutional asset management firm.
Senior VP & CFO of General Electric
Jeff Bornstein is Senior VP & CFO at General Electric.
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About General Electric: General Electric offers infrastructure and financial services worldwide.
Senior VP & CFO of General Electric
Jeff Bornstein is Senior VP & CFO at General Electric.
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About General Electric: General Electric offers infrastructure and financial services worldwide.
CFO of Flagship Pioneering
Chuck Carelli, CPA, joined Flagship Ventures in 2009 with 16 years of experience in financial accounting, reporting and management. After obtaining his CPA license while working in the Boston office of Deloitte & Touche, Chuck spent 13 years in various senior financial accounting and management roles at three Massachusetts-based publicly traded biotech companies. From 2004 until joining Flagship, he served in various senior financial roles with EXACT Sciences, most recently as Chief Financial Officer. Previously he was with Alkermes, Inc. serving first as Controller then as Director of Finance. He also served as Accounting Manager and then Director of Accounting at Creative BioMolecules. As CFO, Chuck is responsible for all of Flagship Ventures’ financial and tax reporting, cash flow management, fund audits, and financial administration, as well as the financial operations of Flagship’s VentureLabsTM unit. Chuck holds a BA in Accounting from Assumption College.
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About Flagship Pioneering: Flagship Pioneering is a venture capital firm that invests in life sciences and healthcare companies.
CFO of Flybridge
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About Flybridge: Flybridge is a seed-stage venture capital firm investing with entrepreneurs to leverage the power of the community.
CFO of Highland Capital Partners
Jessica is the SVP, Finance for Highland. Jessica joined Highland in 2005 and is responsible for the financial affairs of the firm. Prior to joining Highland, Jessica worked for PricewaterhouseCoopers, where she worked in the firm’s private equity and mutual fund practices. Jessica began her career in the finance department at StorageNetworks. She is a member of the American Institute of Certified Public Accountants. Jessica earned a M.S.T, Taxation and a B.S., Accounting from Bentley College
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About Highland Capital Partners: Highland Capital Partners is a venture capital firm that offers seed, early, and growth-stage funding solutions.
Chief Financial Officer of Javelin Venture Partners
Sandy VandenBossche is the Chief Financial Officer at Javelin Venture Partners.
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About Javelin Venture Partners: Javelin Venture Partners invests in and partners closely with early-stage, software-enabled technology companies.
Chief Financial Officer of BIP Capital
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About BIP Capital: BIP Capital is a venture capital firm that seeks early-stage and growth investments.
Chief Financial Officer of Institutional Venture Partners
Tracy Hogan is the Chief Financial Officer of IVP. Tracy has over eight years of experience in the private equity finance, administration and operations areas. Prior to joining Elevation, Tracy was the Vice-President of Finance at Fox Paine & Company, a private equity firm based in the San Francisco Bay Area. Before that, Tracy was the Vice President of Finance at Code Hennessy & Simmons LLC, a private equity firm based in Chicago. Prior to joining Code Hennessy & Simmons LLC, Tracy spent four years with Ernst & Young’s Audit Practice in Chicago and Boston. Tracy is a Certified Public Accountant and holds a B.B.A. degree from Saint Mary’s College where she graduated magna cum laude.
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About Institutional Venture Partners: Institutional Venture Partners is a later-stage venture capital firm that focuses on technology and media companies.
CFO of Battery Ventures
Chris joined Battery Ventures in 2000. Prior to joining Battery, he held positions at Fidelity Investments, ITT Sheraton and Coopers & Lybrand. Chris holds a BS in Business Administration from SUNY Oswego and an MBA from University of Rochester.
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About Battery Ventures, Coopers & Lybrand, Sheraton Pacific Hotels: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Chief Financial Officer of TrailStone
Jarek Kozlowski has been involved in commodity trading for a number of years in various managerial, executive and directorial positions. Jarek Kozlowski was Chief Financial Officer and Treasurer for Mercuria in North America from 2008 to 2013. He oversaw the growth of North American operations from its inception to a highly successful trading platform that handled the entire energy complex in the US and Canada. Jarek Kozlowski also served on the board of directors for all trading and investment companies in North America for Mercuria. Before joining Mercuria, from 2005 to 2007, Jarek Kozlowski was Chief Financial Officer for AlphaMetrix, an industry leader in providing real-time access to commodity, foreign exchange, and managed futures/global macro managers. Jarek Kozlowski was responsible for all back office, operations and accounting functions of the company. He was instrumental in helping the firm manage the growth in client assets to over $800 million in just over two years. Prior to AlphaMetrix, Jarek Kozlowski worked in various positions for Cargill Investor Services (CIS), a division of Cargill, an international provider of food, agricultural and risk management products and services. Before leaving, he was the UK Accounting Manager for CIS in London, where he oversaw accounting and treasury operations for all trading desks as well as the company. Preceding his corporate work, Jarek Kozlowski was the Funds Accounting Manager for CIS in Chicago. His group grew to oversee more than $500 million in trading funds. Jarek Kozlowski holds a BS in Management from Purdue University and an MBA from DePaul University. He is a licensed CPA in the state of Illinois.
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About TrailStone: A group of separate companies, each staffed by energy and finance professionals
Managing Director and CFO of Comcast Ventures
Kim oversees the finance, operations and administration for Comcast Ventures and its portfolio companies. She is also responsible for identifying and cultivating new business development opportunities for the fund and its portfolio companies both internally and externally. Prior to joining Comcast Ventures, Kim was the CFO and Senior Vice President of Business Development for VERSUS, where she grew all business metrics, launched profitable business models and positioned the company for the merger with NBC Sports. Previously, she was the Senior Vice President of Finance and Planning Operations for ESPN, Inc. Earlier in her career, she launched the finance and strategy operations for ESPN and ABC Internet brands. Kim received her M.B.A. from New York University’s Stern School of Business and a B.S. in accounting from Penn State University. “Choosing the right subway car (that puts you at the right exit at your stop) is a borderline obsession for me. I am tickled when I get it right and disappointed with myself if I make a mistake.”
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About Comcast Ventures, Lendio, Outdoorsy: Comcast Ventures partners with extraordinary entrepreneurs building transformative consumer and enterprise companies.
Mary Bevelock Pendergast
CFO, Partner of F-Prime Capital
Mary Bevelock Pendergast joined F-Prime Capital in 2011 where she serves as Partner and Chief Financial Officer and manages the finance and administrative functions of the firm. Mary has over 25 years of industry-related experience. Prior to joining F-Prime Capital, Mary served in a similar role as the Chief Financial Officer of Globespan Capital Partners, a global venture capital fund investing in go-to-market rounds of information technology companies. Mary was the Senior Vice President of Finance and Administration at JAFCO Ventures before joining Globespan. She also served as Vice President of Finance and Administration for Pretzel Logic Software, a venture-backed software company, and as Managing Director of the Boston office of cyberCFO. Earlier, Mary was Managing Partner of PricewaterhouseCoopers’ Entrepreneurial Services Center, where she advised venture-backed and newly public companies on navigating the financial and operational challenges of growth. She also managed the firm’s relationship with a number of venture capital firms. Mary earned her Bachelor of Science degree from Boston College. She is a member of the Steering Committee of Boston’s Women in Alternative Assets and a member of the Council for Women of Boston College.
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About F-Prime Capital: F-Prime Capital is a venture capital firm investing in healthcare and technology.
Kirsten A. Mello
Chief Financial Officer of Menlo Ventures
Kirsten A. Mello joined Menlo Ventures in 1999. Prior to Menlo Ventures, she worked for Ernst and Young, LLP in the Audit and Assurance Business Services Department. Kirsten is a graduate of Santa Clara University (B.S. in Finance) and is a Certified Public Accountant.
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About Menlo Ventures: Menlo Ventures provides capital for consumer, enterprise, and life science technologies from seed to growth stages.
Senior Vice President, Chief Financial Officer of State Street Global Advisors
Steve is Chief Financial Officer of State Street Global Advisors (SSGA), the investment management arm of State Street Corporation and a global leader in asset management. He is also a member of the Executive Management Group and Finance Executive Team. Steve joined SSGA in December 2015 after 13 years as Global Chief Financial Officer with BNY Mellon Investment Management, where he was responsible for the financial management of the asset management boutiques, distribution and wealth management businesses. In 2002, Steven joined Mellon Financial as CFO for Mellon Institutional Asset Management and served as Chief Financial Officer for Mellon International, based in London from 2005-2007. Prior to joining Mellon Financial, Steven was with BankBoston / Fleet Bank from 1990 – 2002 serving in a variety of finance and operations positions. From 1999 – 2002, he was the Chief Operating Officer and Chief Financial Officer for the European businesses of Fleet Bank based in London. Steven holds a B.A. in political science from State University of New York at Buffalo and an M.B.A. in finance from City University of New York at Baruch College. Steven is also a member of the Board of Directors for Boston Healthcare for the Homeless Program (BHCHP).
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About State Street Global Advisors: State Street Global Advisors is the investment management division of State Street Corporation
EVP, CFO & Treasurer of Cboe Global Markets
Brian Schell joined BATS as Chief Financial Officer in March 2011 and is also an Executive Vice President of the firm. Mr. Schell oversees all financial activities for the firm including accounting, finance, forecasting, strategic planning, and deal analysis. A 20-year veteran of the financial services industry, Mr. Schell spent 16 years at H&R Block Inc. where he held various senior leadership positions, concluding his tenure as senior vice president, operations, support, and development for the firm’s Tax Services division. Mr. Schell also served separately as chief financial officer of the Tax Services and H&R Block Financial Advisors units, holding the former position for seven years. During Mr. Schell’s tenure at H&R Block, he led several merger and acquisition assignments, while directing financial operations and strategic planning initiatives that led to significant revenue growth and operational efficiencies. Most recently, Mr. Schell was chief financial officer at Pollen Inc., a Kansas City-based technology company working with large companies redeploying cash in their accounts payables. Mr. Schell began his career as an analyst at JP Morgan & Co. in New York and also spent five years in Washington, D.C., at KPMG Peat Marwick and the Federal Deposit Insurance Corporation, facilitating regulatory-assisted banking transactions. Mr. Schell graduated from the University of Notre Dame in 1987 with a bachelor’s degree in business administration and an emphasis in finance. He also holds a master’s degree in business administration from The George Washington University.
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About Cboe Global Markets: Cboe Global Markets is an operator of stock and options markets in the U.S. and Europe.
CFO & CCO of NewView Capital
Prashant serves as Chief Financial Officer of the SharesPost 100 Fund where he is responsible for valuation, financial strategy and reporting. Prior to joining SharesPost, Prashant spent 11 years with Deloitte & Touche LLP in their financial services audit practice in San Francisco, most recently as Audit Senior Manager. During his time at Deloitte – he served some of the firms’ largest financial services clients including publicly traded companies, broker-dealers, and asset management companies across different platforms. His experience at Deloitte also involved time spent in India setting up an Asset Management Center of Excellence for the Deloitte US practice. Prashant received Bachelor’s & Master’s degrees in Business from University of Madras, India and a Masters of Accounting degree from Miami University (Ohio). He is a licensed CPA (inactive) in the state of California and a member of the American Institute of Certified Public Accountants (AICPA).
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About NewView Capital: NewView Capital has developed a new model in venture capital to drive sustainable growth for entrepreneurs.
CFO of Webb Investment Network
Irene has been involved in the tech world since 1982. After graduating Rutgers with a degree in statistics, and forecasting sales for Breck and Pine Sol products at American Cyanamid, she went on to earn her MBA from East Carolina University. Eager to begin her tech career outside of her home state of New Jersey, she took a programming job (and later finance roles) with IBM in Boca Raton, Florida where she first met Maynard. Irene later worked at Thomas Conrad and then Quantum Corp before taking leave to focus on her family. She came out of retirement in 2010 to manage WIN’s finances. When not managing WIN’s budget, Irene enjoys traveling and playing golf.
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About Webb Investment Network: Webb Investment Network is an investment firm that particularly in mobile, consumer Internet, and cloud applications.
Partner, Chief Financial Officer & COO of 5AM Ventures
Rebecca joined AMV in 2010 and brought 15 years of experience in finance. She is responsible for accounting, finance and investor relations. Prior to AMV, Rebecca was Director of Finance at CV Therapeutics (“CVT”) until the acquisition of the company by Gilead Sciences in 2009 for $1.4B. At CVT, she oversaw the financial planning function for the company’s Commercial organization, which had a $120M operating budget and 270 employees. Prior to CVT, Rebecca was CFO at CareandHealth in the UK where she managed all finance, legal, HR, and operational functions of the firm. Previously, Rebecca was Director of Investor Relations at Chiron Corporation until its acquisition by Novartis in 2006 at a value of $8.8B. She began her career at Deloitte where she progressed through various positions in audit and financial consulting, most recently as a Senior Manager in the Financial Advisory Services group. Rebecca has an MBA from Kellogg School of Management, a Chartered Financial Analyst designation, and in 1997 she earned a Canadian Chartered Accountant designation.
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About 5AM Ventures: 5AM Ventures is a venture capital firm that aims to finance seed and early-stage life sciences companies.
Chief Financial Officer & Partner of DCM Ventures
André Levi leads DCM’s Finance team, which is responsible for the financial reporting and analysis of the firm’s investment funds as well as the day-to-day management of global firm-wide finance matters. André is also involved with the planning and execution relating to DCM’s investment activity and portfolio company financial transactions. In addition, André serves in an advisory capacity to DCM’s domestic and international portfolio company management teams, providing operational and financial guidance and assistance. André has over 14 years of professional experience in the financial services sector. Prior to joining DCM, André was an Assurance Manager with PricewaterhouseCoopers providing audit and business advisory services to numerous venture capital funds and technology companies. Previously, André was the Contributing Editor for the Closed-End Fund Digest, a prestigious investment newsletter subscribed by both institutional and individual investors, where he covered closed-end equity funds focused on the emerging markets of Latin America and the “Asian Tigers”. André is a Certified Public Accountant (California) and is a member of the American Institute of Certified Public Accountants and the CFA Institute.
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About DCM Ventures: DCM Ventures is an early-stage venture capital firm that invests in the mobile, consumer internet, communications, and service sectors.
Abdel Meguid Afifi
Chief Financial Officer of Fawry
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About Fawry: Fawry is a pioneering Electronic Payment Network, offering financial services to consumers and businesses
Robert Q. Reilly
Chief Financial Officer of PNC
Robert Q. Reilly is executive vice president and chief financial officer of The PNC Financial Services Group. Prior to being named to his current role, Reilly served as head of the Asset Management Group where he was responsible for PNC’s wealth management, institutional investments, and ultra-high net worth business segments and activities. Reilly joined PNC Bank in 1987 and has held numerous line and management positions in investment banking and commercial banking. His previous positions have included deputy manager of PNC Advisors, executive vice president responsible for PNC Bank’s overall corporate banking effort and executive vice president of credit for Corporate Banking. Reilly was promoted to vice president in 1992, elected senior vice president in 1997, executive vice president in 2002, named head of the Asset Management Group in 2005 and appointed chief financial officer in 2013. Reilly serves on the board of directors for RAF Industries, the Delaware Valley Community Reinvestment Fund (DVCRF) Investment Committee and PNC Bank Community Partners, Inc. In addition, he serves as vice chairman of The Clearing House’s Chief Financial Officer Summit. He is a past board member of the Pennsylvania Horticultural Society.
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About PNC: PNC is a financial service company providing bank deposits products and services to its community.
Adam B. Weinstein
Managing Director – CFO of New Mountain Capital
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About New Mountain Capital: New Mountain Capital manages private equity and public equity capital with aggregate assets.
CFO of Scale Venture Partners
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About Scale Venture Partners: Scale is an early-stage venture capital firm focused on intelligent business software.
Chief Financial Officer, Senior Vice President and Treasurer of Cincinnati Financial
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About Cincinnati Financial: Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company.
CFO & Director of Icahn Enterprises
SungHwan Cho has served as Chief Financial Officer of Icahn Enterprises L.P. and its general partner, Icahn Enterprises G.P., Inc., since March 2012 and as a director since September 2012. Prior to that time, he was Senior Vice President and previously Portfolio Company Associate at Icahn Enterprises and Icahn Enterprises Holdings from October 2006 to February 2012. From 2004 to 2006, Mr. Cho served as director of finance for Atari, Inc., a publisher of interactive entertainment products. From 1999 to 2002, Mr. Cho served as director of corporate development and director of product development at Talk America, a telecommunications provider to small business and residential customers. From 1996 to 1999, he was an investment banker at Salomon Smith Barney in New York and Tokyo.Mr. Cho has been a director of: The Pep Boys – Manny, Moe & Jack, since February 2016; Ferrous Resources Limited, since June 2015;American Railcar Leasing LLC, since September 2013; CVR Refining GP, LLC, the general partner of CVR Refining, LP since January 2013; CVR Energy, Inc., since May 2012; CVR GP, LLC, the general partner of CVR Partners LP, since May 2012; Federal-Mogul Corporation, since May 2012; XO Holdings, a competitive provider of telecom services, since August 2011; American Railcar Industries, Inc., since June 2011; Take-Two Interactive Software Inc., a publisher of interactive entertainment products, from April 2010 until November 2013; WestPoint Home LLC since January 2008; PSC Metals Inc. since December 2006; and Viskase Companies, Inc. since November 2006. XO Holdings is indirectly controlled by Carl C. Icahn. Mr. Icahn also previously had a non-controlling interest in Take-Two Interactive Software through the ownership of securities. Mr. Cho brings to his service as a director his significant experience in leadership roles as director of various companies as discussed above. In particular, his service the as Chief Financial Officer of Icahn Enterprises and Icahn Enterprises Holdings enables him to understand the complex business and financial issues that we may face.
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About Icahn Enterprises: Icahn Enterprises L.P. (NASDAQ: IEP), a master limited partnership, is a diversified holding company engaged in nine primary business.
CFO of Alta Partners
Larry joined Alta Partners as Controller in 2007 and was promoted to CFO in September 2013. As Alta’s CFO, Larry’s areas of responsibility include accounting, tax, financial reporting, cash and securities management, legal and human resources, and other administrative functions at the firm. Prior to joining Alta, he was the manager of statutory reporting at The Gap, Inc., where he managed the audited financial reporting process for several legal entities and provided support to tax and treasury for all legal entities. Previously, Larry was the manager of treasury accounting at Intel Corporation, where his responsibilities included reviewing Intel Capital investments for proper accounting treatment, assisting the team in deal negotiation, and performing the accounting for the Intel Capital investment team. Larry is a Certified Public Accountant (inactive) and holds a Bachelor of Science in Accounting from Santa Clara University.
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About Alta Partners: Alta Partners is a venture capital firm investing in the healthcare and life sciences sector.
Adrian S. Griggs
Executive Vice President & Chief Financial Officer of Pacific Life
Mr. Griggs was promoted to executive vice president and chief financial officer for Pacific Life in April 2012. As chief financial officer, he has responsibility for Pacific Life’s accounting, audit, tax, and treasury functions, and he also serves on Pacific Life’s management committee. As of January 2016, Mr. Griggs assumed responsibility for Pacific Asset Advisors LLC, Pacific Asset Management, and corporate development. Mr. Griggs joined Pacific Life in 1994 as an assistant vice president in the former Institutional Products Division where he was responsible for the coordination of financial reporting and planning. In 1999, he was promoted to vice president in the Retirement Solutions Division, where he assumed responsibility for developing, directing, and managing the division’s financial, budgeting, planning, and compliance operations. Mr. Griggs was promoted to senior vice president, Finance and Compliance in 2008, and in 2009 assumed responsibility for the oversight of the division’s two newly-formed departments: Institutional and Structured Products and Risk Management. In this capacity, he oversaw and was responsible for the development and presentation of financial results, business planning and risk management strategies. Mr. Griggs is also chief executive officer of Pacific Select Distributors, LLC (“PSD”). PSD is a member of the Financial Industry Regulatory Authority, and a registered broker/dealer with the Securities and Exchange Commission. Prior to joining Pacific Life, Mr. Griggs worked as a certified public accountant with Deloitte & Touche specializing in the insurance and financial services industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Chief Financial Officer of ePlata
Scanlan has over 20 years of professional finance and international business development experience. A 1992 graduate of Harvard University with a Bachelor of Arts in Economics, Scanlan was recruited to form an equipment leasing company for a $1 billion bank holding company in Minneapolis, Minnesota. Scanlan helped grow the company, which was ultimately acquired by Wells Fargo Equipment finance, where he contributed equipment-leasing assets to a $5 billion portfolio as a national account manager. In 2001, Scanlan joined a boutique FINRA licensed broker dealer spun out of RBC Dain Rauscher in Minneapolis to form the investment banking division. During his tenure, Scanlan was successful in raising and syndicating close to $500 million in private debt and hybrid equity transactions in various asset classes, including heavy equipment and casino gaming equipment (industrial, transportation, aircraft, agricultural equipment), and commercial and residential real estate.
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About ePlata, Plata Pay: ePlata is a mobile platform that enables its users to conduct online and peer-to-peer transactions.
CFO of Industry Ventures
Aaron is responsible for overseeing the accounting and financial reporting for all of the secondary funds and partnership holding funds. Prior to joining Industry Ventures, Aaron was the Controller for Thomas Weisel Global Growth Partners where he oversaw the accounting and financial reporting for the secondary and primary fund of funds. Previously, Aaron spent over 3 years at Venrock in the accounting and finance department. Aaron started his career at PricewaterhouseCoopers, where he spent 4 years based in the San Jose office auditing many prominent venture capital funds and fund-of-funds. Aaron graduated from The University of California, Santa Cruz with a BA in Business Management Economics with an emphasis on Accounting.
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About Industry Ventures: Industry Ventures is an investment firm that makes venture capital investments and manages over $3.5 billion of institutional capital.
Partner, Chief Financial Officer of Correlation Ventures
Grace is responsible for the financial reporting of the firm’s investment funds as well as day-to-day management of firm-wide finance, operations and investment monitoring. In addition, Grace is responsible for investor relations and works closely with outside legal counsel on fundraising, operations and regulatory compliance matters. Grace has 20 years of professional experience in financial services and began her venture career in 1999. Prior to Correlation, Grace was the Chief Financial Officer of DCM, a technology-focused venture capital firm based in the Bay Area with over $2 billion under management, where she had oversight of global finance operations and advised portfolio company management teams, providing operational and financial guidance and assistance. Previously, Grace spent seven years at KPMG LLP, working as an audit manager on various privately and publicly-held clients in the financial services and information technology industry segments (including several venture capital funds and venture-backed portfolio companies). On a more personal note, Grace serves on the board of a local charitable organization and enjoys participating in triathlons (including one Ironman).
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About Correlation Ventures: Correlation Ventures finances early, seed, and later stage venture, and debt financing investments and is based in California.
Chief Financial Officer of Vestwell
Dave is a Principal at Primary Venture Partners based in the firm’s New York City office. Prior to joining Primary, he worked as an Associate in the technology investment banking team at Morgan Stanley in New York. At Morgan Stanley, he executed multiple IPOs, M&A transactions and capital raises for some of the largest firms in the technology sector, such as SAP and Red Hat, as well as financings for various New York-based technology firms including Etsy, Shutterstock and Medidata. Dave’s previous experience includes roles in operations and corporate development at HIT Entertainment and Dixons Store Group, as well as strategic consulting at L.E.K. Consulting in the U.K. Dave holds an M.B.A. from the Stern School of Business at New York University, and a Master’s degree in Engineering from Cambridge University.
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About Vestwell: Vestwell provides underlying infrastructure to power workplace retirement plans.
Chief Financial Officer of Shasta Ventures
Avery joined Shasta Ventures in 2011 and has 17 years of experience in finance and accounting. She started her career at Arthur Andersen and went on to work at several venture capital firms including Versant Ventures, Lightspeed Venture Partners, Francisco Partners, and Prospect Ventures.
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About Shasta Ventures: Shasta is an early-stage venture capital firm focused on investing in enterprise.
CFO & Partner of Kickstart
Alex Soffeis the CFO and Partner at Kickstart.
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About Kickstart, Kickstart: Kickstart is an early-stage VC fund that provides smart capital, a connected community, and expert guidance to companies.
CFO of Signal Peak Ventures
Travis is the chief financial officer at Signal Peak Ventures and is responsible for the firm’s financial management and limited partner reporting. Travis joined Signal Peak Ventures from Caremark Rx in Scottsdale, Arizona, where he co-founded the Client Profitability Group. At Caremark, Travis’ financial analysis provided senior management with the ability to make strategic decisions on new and existing clients. Prior to Caremark, Travis was an analyst with Quality Care Solutions, a Phoenix-based technology startup. He also worked for Intel Corporation on a variety of projects. Travis graduated in 1999 from the University of Utah with a B.S. in Chemistry and later received an MBA and an M.S. in Public Health from Arizona State University.
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About Signal Peak Ventures: Signal Peak is a venture capital firm with more than $550 million of committed capital under management.
CFO of RRE Ventures
Rifki Zable is the VP of Finance at RRE Ventures Prior to joining RRE, Rifki focused on performance analytics and forecasting, investor and management reporting and fund operations for Citigroup’s multi-billion dollar private equity infrastructure fund. She previously held several roles in corporate treasury and capital planning at Citigroup. Her experience also includes analytical roles at an investment management firm as well as a top-tier investment bank. Rifki holds an MBA from NYU Stern, and a BA/BS with honors from the University of Pennsylvania.
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About RRE Ventures: RRE Ventures is a venture capital firm that offers early-stage funding to software, internet, and communications companies.
CFO & Co-Founder of Homie
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About Homie: Homie is the future of home buying and selling. Customers save thousands of dollars—we’re not focused on commissions. #wegotyourback
CFO of Next Insurance
Before joining Next Insurance, Michelle was CFO and Corporate Treasurer at Rennovia. Prior to that, she spent 9 years at Goldman Sachs’ Investment Banking Division working on M&A and capital market transactions. She’s passionate about women’s basketball, and loves playing and coaching. Michelle has an MBA from the Fuqua School of Business at Duke University and a BA from Princeton University.
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About Next Insurance: Next Insurance is an online-based insurance company for entrepreneurs and small businesses.
Chief Financial Officer of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Chief Financial Officer of Sagent Lending Technologies
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About Sagent Lending Technologies: Sagent Lending Technologies brings an entrepreneurial energy to clients that’s grounded by industry-leading credibility.
Partner, Chief Financial Officer & Chief Compliance Officer of Motive Partners
Kristy was the Managing Director of Finance and Operations at Corsair Capital, managing the fund accounting, reporting and operations functions. Prior to joining Corsair, Kristy was an Associate in the Finance and Administration group within the Principal Investment Area at Goldman Sachs. At Goldman Sachs, Kristy primarily focused on the accounting, reporting and operations of the Goldman Sachs Capital Partners funds. Before joining Goldman Sachs, Kristy was an Assistant Vice President within the finance division of Corporate Investments at Deutsche Bank AG. Kristy accounted for proprietary direct investments and private equity fund interests. Kristy also worked at Ernst & Young LLP, leaving the firm as a Manager. Kristy is a Certified Public Accountant and holds a B.B.A in Accounting and Finance from James Madison University.
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About Motive Partners: Motive Partners is an investment firm focused on technology-enabled companies that power the financial services industry.
CFO of K9 Ventures
Each stop on my career path has built on what came before. Whether related to a company’s financial operations or their fundraising plans, I enjoy creating organization. If I weren’t a CFO I could imagine being an architect, pairing shape and form to construct a building that’s beautiful and functional. I began my career as an Accounting Analyst at Fidelity Investments. With a solid foundational experience supporting me, I progressed to be a Controller under a well-respected CFO at Sofinnova Ventures. 5AM Ventures followed and was my entrée into being the boss. None of these experiences would have been possible, however, without the foresight to see great potential and accordingly, take risks. Joining True Ventures at its inception required a leap of faith—one that certainly paid off. Today, at K9 Ventures, I am able to work in a position that utilizes my skills and experience; is in line with my values; and offers the opportunity to work alongside great people. In my role today I combine the foundational experience gained in previous positions with my ability to spot potential in my work with early-stage Venture firms and entrepreneurs. Building their structure for optimal performance is what I do, it’s what I enjoy. He has BS degree in Accounting from Plymouth State University
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About Aduro Advisors, K9 Ventures, Nexkey, Routable: K9 Ventures is a technology-focused micro VC fund based in Palo Alto, California.
COO & CFO of Floodgate
Lori is the CFO of Prospect Venture Partners. Lori has over a decade of venture capital experience and most recently served as Prospect’s Director of Finance since April 2008 where her responsibilities have included participating in financial operations, accounting, budgeting and financial reporting functions, producing quarterly and year-end limited partner financial and tax reports and portfolio company investment modeling. Previously, Lori served as Director of Finance for Opus Capital from 2006 to March 2008 and, prior to that, served as Controller and then Director of Finance for Lightspeed Venture Partners from 2001 to 2005. Prior to Lightspeed, Lori served a broad array of venture capital firms in her capacity as Western Region Project Manager for Analytx, Inc. Lori received a M.B.A. with a concentration in Health Care Administration from Golden Gate University and a BBA in Business Administration from the University of San Diego.
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About Floodgate: Floodgate caters to digital businesses with early, seed, and later stage venture, and debt financing investments.
CFO & Principal of Great Oaks Venture Capital
Celine is a Principal and CFO for GOVC; Celine is based in San Francisco. Celine spent four years at Morgan Stanley as an analyst in Global High Yield and the Real Estate Group in the Investment Banking Division. In addition, Celine worked closely with the Chief Investment Officer of Private Wealth Management of North America at Morgan Stanley and was the managing editor for several periodicals and publications used by Morgan Stanley Investment Advisors. Prior to joining Great Oaks Capital Management in 2003, she was a portfolio analyst at Neuberger Berman. Celine earned a BA in Economics from Columbia University.
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About Great Oaks Venture Capital: Great Oaks is an early-stage venture investment firm that invests in seed and series a investments in tech-based startups.
Chief Financial Officer of Stripes
Wayne has responsibilities for all financial, accounting, compliance, and operational functions of the firm and funds. Prior to joining Stripes Group, Wayne was the Controller for Veronis Suhler Stevenson, a mid-market media and communications private equity company where he was in charge of all accounting and operational functions for numerous private equity funds. Prior to Veronis Sulher Stevenson, Wayne was a Vice President of Finance and Accounting at Aetos Capital with responsibility for reporting and operations for their Asian real estate opportunity funds. Before Aetos Capital, Wayne was at Ernst & Young LLP as a Senior Consultant working both in the Financial Services Advisory Risk Practice, as well as the Assurance and Advisory Practice.
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About Stripes: Stripes is a growth equity firm that invests in software and consumer businesses.
Chief Financial Officer of Betterment
Amy Shapero is the chief financial officer at Shopify and joined in April 2018. Prior to joining Shopify, Amy was the CFO at Betterment, an online wealth-management service, since 2016. Previously, Amy was CFO at Sailthru, a SaaS marketing technology provider, and SVP of strategy, corporate development and corporate communications at DigitalGlobe, a big data and analytics provider. Prior to that, she heldCFO roles at Spot Holdings, a financial services company, and Standard & Poor’s, a business unit of The McGraw-Hill Companies. Amy began her career as a CPA at Ernst & Young, followed by positions at Credit Suisse and Goldman Sachs.
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About Betterment, Shopify: Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Operating Partner and CFO of Merus Capital
Brad Stein currently works as the Partner and CFO for Merus Capital. He previously worked at Checkr as the VP of Finance.
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About Merus Capital, MoPub: We empower ambitious teams building tomorrow’s industry-defining platforms.
CFO of BMW i Ventures
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About BMW i Ventures: BMW i Ventures is focusing on BMW’s current and future business in the technology and service space.
CFO of Verituity
Bill Gore is the Chief Financial Officer at VERITUITY.
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About Verituity: Verituity is a verified digital payments platform that connects banks, businesses, and payees to first-time and on-time digital payouts.
CFO of Icon Ventures
Taki Sanami joined Icon Ventures in 2008, bringing a ten-year background in venture capital and finance experience to our firm. His role at Icon is to manage the day-to-day finance operations of the business and help with conducting financial and legal due diligence for new investments. He is dedicated to his work and provides a great bridge to our strategic partner in Japan. Before joining Icon, Taki was the VP of Investor Relations for SB Life Science, a healthcare-focused venture capital firm sponsored by Softbank Corporation. In this role, he was responsible for accounting and investor relations management. Prior to that, Taki held finance positions at Millea Group, an insurance firm formerly known as Tokio Marine Fire and Insurance. Taki holds a Bachelor of Arts degree in law from Waseda University in Japan.
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About Icon Ventures: Icon Ventures is a specialty venture capital firm focused on leading Series B or C financings.
CFO of High Alpha
Blake Koriath is the CFO at High Alpha.
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About High Alpha, High Alpha, Kauffman Fellows: High Alpha creates and funds companies through a new model for entrepreneurship that unites company building and venture capital.
Co-Founder, COO & CFO of Mantl
Raj Patel is the Chief Operating Officer, Chief Financial Officer, and Co-Founder of Mantl.
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About Mantl: Mantl is a banking technology company that provides workflow management and automation tools for banks and credit unions.
CFO of Signia Venture Partners
Anagha Raje is a finance executive leading finance and accounting functions, with 24 years of experience in Silicon Valley, 16 of them with start-ups. She co-founded Internet Information Systems, one of the earliest Internet companies developing and hosting websites in 1994, before most businesses had websites. In 1997 she co-founded Metamata, Inc., a Java software tools company which culminated in a cash acquisition. She went on to leverage her core finance skills and her start-up expertise to help other VC-funded companies at various stages. Most recently, she was Vice President of Finance and Accounting at Cox Digital Solutions after the acquisition of Adify Corporation by Cox. She joined Adify as the first finance person at the online advertising platform startup. Over five years, she built the accounting and finance functions from the ground up, scaling through funding rounds and the eventual acquisition. Prior to her string of start-up experiences, Ms. Raje spent five years with Sun Microsystems in corporate finance, treasury and controller functions. She holds an MBA from the Stanford University Graduate School of Business. She also has B.S. and M.S. degrees in finance and accounting as well as certification as a Chartered Accountant in India.
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About Signia Venture Partners: Signia Venture Partners is an early stage fund helping passionate entrepreneurs build impactful world-changing companies.
Chief Financial Officer of SVB Capital
Jessica Baron is the Chief Financial Officer and has served at Hercules since 2006 as the Company’s Corporate Controller and as the Company’s Vice President of Finance since 2010. In June, 2011 she was appointed as Interim Chief Financial Officer and in March 2012, was appointed to Chief Financial Officer. During her tenure at Hercules, Baron has played a key role in all aspects of financial reporting, financial process and systems design and implementation. Prior to joining Hercules, she served in strategic finance roles at Cisco Systems, Inc. from 2004 to 2006 and at Levi Strauss and Company from 2002 to 2004. Baron also served as a finance and accounting manager at Dominion Ventures and Dominion Capital Management from 2000 to 2002. She held supervisory roles in the consulting and business assurance divisions of PricewaterhouseCoopers LLP from 1997 to 2000. Baron earned a B.A. in Human Biology and a M.A. in Sociology from Stanford University and a M.B.A. with an emphasis in Finance from the Haas Business School, University of California at Berkeley. She is a Certified Public Accountant in the state of California.
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About SVB Capital: SVB Capital is the investment platform of SVB Financial Group.
Chief Financial Officer of SmartCard Marketing Systems Inc. (SMKG:OTC)
Pierre Ravary cpa-ca, Chief Financial Officer. Mr. Ravary has more than 20 years of experience in executive financial position, all in technology oriented companies. He then spent twelve years at Toon Boom Animation as Director of Finances then Chief Financial Officer. He was an important part of the Company turnaround, from restructuring to the global leader in 2D Software Development. During those years, as part of the Management team, Pierre was finalist in 2006 Ernst and Young in the Media and Entertainment category and won in 2005 an Emmy Award for Best Technology. After Toon Boom and different Consulting position, he joined CT-Payment during the Company restructuring period in 2012. He participated along with the new CEO – Denis Robert, to refinance, restructure and turnaround the company to bring it back to profitability in the first 12 months following the restructuring. His Global business and Operational experience make him an important part of CT-Payment Management team.
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About SmartCard Marketing Systems Inc. (SMKG:OTC): SmartCard Marketing Sys Inc. (SMKG:OTC) is a boutique Fintech Payment Co. developing solutions & strategies for EMV & Ecommerce Fintech
Cofounder & CFO of Abound
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About Abound: Abound is the independent benefits API for businesses that serve independent workers.
Consulting CFO of Band of Angels
Ed Canty is Chief Financial Officer of Band of Angels and has substantial experience in the software, communications and venture capital areas with both public and private companies. Ed served as General Partner and CFO of BayCom Partners, where he was responsible for all financial functions for the radio broadcasting group. Prior to joining BayCom, Ed was a member of the Board of Directors, and CFO at Teknowledge, Inc where he assumed a leadership role in the company’s IPO and subsequent listing on the NASDAQ. Earlier, Ed was associated with A.G. Becker Paribas where he was a Senior Vice President and partner in several of its venture capital units.
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About Band of Angels, Client Engagements–Silicon Valley Mid-Cap Companies, Client Engagements–Silicon Valley Startups, Cloudian, Greenough Consulting Group: Band of Angels is an investment firm that offers financial and advisory services to start-up companies.
Chief Financial Officer & Chief Operating Officer of Trumid
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About Trumid: Trumid is a financial technology company bringing efficiency to credit trading through data, technology, and innovative products.
Partner & CFO of Lexington Partners
Mr. Giannetti is primarily engaged in the management of Lexington’s operations and corporate and fund administration and accounting.
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About Lexington Partners: Lexington Partners is an independent manager of secondary private equity and co-investment funds.
CFO of Early Growth
Stephen Terry is the CFO at Early Growth.
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About Azure Cleantech Energy Fund, Early Growth: Early Growth is a financial services company.
Chief Financial Officer of Early Growth
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About Early Growth: Early Growth is a financial services company.
CFO of Threshold
Johnna (Harriott) Lesch is the Chief Financial Officer of Threshold Ventures. She joined Lightspeed in 2010 and is responsible for the firm’s financial management, operations and reporting. She was previously a Senior Accountant at MacFarlane Partners, a real estate investment management firm, and a Financial Analyst at Apple where she was a key member of the Online Store Finance team during one of its most rapid periods of growth. Johnna began her career at PricewaterhouseCoopers as an Associate in the firm’s technology sector. Johnna holds a BS in Accounting from Santa Clara University and is a Certified Public Accountant.
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About DFJ Growth, Threshold: Threshold is an early-stage venture capital firm that focuses on conviction investment strategy.
Chief Financial Officer of Osage Venture Partners
Claudia Dunnous joined Osage Partners as Chief Financial Officer in 2006.Claudia Dunnous serves as Vice President, Finance and Corporate Controller at Osage Partners. She is a CPA and has several years of experience working with private equity, retail, and manufacturing companies. Prior to joining Osage, Claudia was the Vice President of Finance and Operations of Hamburger Color Company, a privately held manufacturing company, where she successfully led the sale of the Company to a strategic buyer. Previously, Claudia provided accounting and business advisory services at Grant Thornton and Laventhol and Horwath. She is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the Philadelphia Chapter of the Private Equity CFO Association. Claudia holds an MBA in Accounting from Drexel University and a BA in Economics from Brandeis University.
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About Osage Venture Partners, OUP (Osage University Partners): Osage Venture Partners is a venture capital fund specializing in early stage, B2B software companies on the East Coast.
Managing Director and CFO of Genstar Capital
Melissa S. Dickerson (CPA) is the Chief Financial Officer of Genstar Capital. She is responsible for the finance and administrative functions of the Genstar companies. Prior to joining Genstar Capital, Melissa was the Controller of American Industrial Partners (“AIP”), a private-equity firm focused on middle market manufacturing and industrial service companies. Prior to AIP, Melissa worked at Deloitte as a Senior Accountant focused on businesses in the financial services industry. Melissa earned an MBA from UC Berkeley’s HAAS School of Business. BA from Vassar College in Poughkeepsie, NY. She is a Certified Public Accountant licensed with the State of California since March 1999.
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About Genstar Capital: Genstar Capital is a private equity firm that invests in leading middle-market companies.
Chief Financial Officer of Columbia Capital
Ben Lewis is the CFO at Columbia Capital, L.P.
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About Columbia Capital: Columbia Capital is a venture capital franchise in wireless, broadband, media, and enterprise information technology investing.
CFO of Founders Circle Capital
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About Founders Circle Capital: Founders Circle Capital is a growth-stage investment firm that focuses on investing in people.
R. Mark Graf
Executive VP & CFO of Discover Financial Services
R. Mark Graf joined Discover in 2011 as executive vice president, chief financial officer. Prior to joining Discover, Mark was an investment advisor with Aquiline Capital Partners, a private equity firm specializing in investments in the financial services industry. Prior to that, he was a partner at Barrett Ellman Stoddard Capital from 2006 to 2008. Mark was executive vice president and chief financial officer for Fifth Third Bank from 2004 to 2006, after having served as its treasurer from 2001 to 2004. He holds a bachelor’s degree from the Wharton School of the University of Pennsylvania.
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About Discover Financial Services: Discover Financial Services is a direct banking and payment services company.