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 Business Development 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.

Mark Lessing
Managing Director, Chief Financial Officer of Insight Partners
Mark Lessing joined Insight in 2000 and is currently a Managing Director and the Chief Financial Officer. Mark serves on several of the firm’s executive committees and handles investor relations, including quarterly financial reporting, investor presentations, and communications to limited partners. He was integral to the firm’s efforts in raising its last several investment funds (totaling approximately $2.0 billion in 2011, $1.3 billion in 2007 and $0.7 billion in 2005). Additionally, Mark has been involved in the financial due diligence efforts on many of Insight’s investments since joining the firm in 2000. Subsequent to Insight’s investment in a company, Mark interacts with and supports the CFOs of Insight’s portfolio companies to help them negotiate with lenders, prepare board packages and financial reports, coordinate annual audits and evaluate the impact of new accounting rules. Prior to joining Insight, Mark was a Vice President at Prudential Securities, where he was responsible for a wide range of financial functions, including assessing the firm’s capital requirements, foreign exchange hedging and financial planning issues. Prior to that, Mark worked at J.P. Morgan, as part of the expense management team.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.

Virginia Schmitt
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.

Keith Janosky
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.

Michael Chae
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.

Michael Petryczenko
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.

Alyssa Dadoly
Chief Financial Officer of Silverton Partners
Chief Financial Officer at Silverton Partners.
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About Silverton Partners: Silverton Partners is an early-stage venture capital firm that invests across software, tech-enabled services, and CPG brands.

Sandy Grippo
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.
Kristy Landers
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.

Adam Hennessey
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.

Chuck Carelli
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.
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.

Patrick Jermain
Senior Vice President and Chief Financial Officer of Plexus Corporation
Patrick Jermain is our Senior Vice President and Chief Financial Officer. Patrick joined Plexus in 2010 as Corporate Controller and progressed quickly to our Treasurer and Vice President of Finance. He was promoted to his current role in May 2014 and is responsible for finance, tax and treasury functions and maintaining internal controls, external reporting, and investor relations. Prior to joining Plexus, Patrick was the Corporate Controller, Assistant Treasurer and Principal Accounting Officer at Appleton Papers Inc., currently known as Appvion, Inc. Mr. Jermain also held the positions of Director of Enterprise Risk Management and Corporate Secretary while at Appleton Papers. Prior to Appleton Papers, Mr. Jermain served as Vice President – Finance and Corporate Controller at Banta Corporation, acquired by R.R. Donnelley & Sons Company, and was a Senior Manager at PricewaterhouseCoopers LLP. Patrick earned an MBA from Northwestern University, Kellogg School of Management, a bachelor’s degree in accounting from Wake Forest University, and is a certified public accountant.
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About Plexus Corporation: Plexus uses unique Product Realization service model to transform your concepts into branded products and deliver to your target markets.
Robert Alvarez
Chief Financial Officer of BigCommerce
Robert is the Chief Financial Officer of BigCommerce. He has been instrumental in the acquisition or listing of his 4 previous companies and brings extensive experience in finance, planning, and business transactions.
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About BigCommerce: BigCommerce is a SaaS provider for merchants running online businesses.

Eric Kutcher
Senior Partner and Chief Financial Officer of McKinsey & Company
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About McKinsey & Company: McKinsey & Company is a global management consulting firm and trusted advisor by businesses, governments, and institutions.

Hilary Strain
Chief Financial Officer of Wing Venture Capital
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About Wing Venture Capital: Wing Venture Capital primarily invests in technology-based businesses.
Steve Robertson
Chief Financial Officer of Intapp
Stephen Robertson is the CFO at Intapp.
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About Intapp: Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services.
Alex Soffe
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.

Joe Franzi
Partner Emeritus, CFO of Seven Peaks Ventures
Joe has been SPV’s CFO since its beginning days and recently retired this Spring. Believing in the foundational importance of supporting companies growing to scale with the right amount of information, operational support and business savvy, Joe brings a wealth of clear business acumen and focused decision making to support our portfolio companies.
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About Seven Peaks Ventures: Seven Peaks Ventures is an early-stage venture capital fund focused on funding highly scalable software businesses.
Sharon Harsa
CFO of Assembled Brands
Sharon has worked with a varied mix of esteemed brands and startup ventures in the fashion and beauty industries such as Hugo Boss and Reed Krakoff. Additionally, Sharon has been an executive consultant and acting CFO with numerous companies including La Perla, Ouidad and V&M (Vintage & Modern).
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About Assembled Brands: Assembled Brands is a financial services company that specializes in providing expertise and business development to companies.
John Adamovich
CFO of NowVertical Group
John Adamovich has 2 current jobs as CFO at NowVertical Group
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About NowVertical Group: NowVertical Group helps the world’s best businesses win in the digital economy through powerful data analytics software and services.

Mary Ann Sigler
Chief Financial Officer of Platinum Equity
Mary Ann Sigler joined Platinum Equity in 2004. She is currently responsible for overall accounting, tax, and financial reporting as well as managing strategic planning projects for Platinum Equity. In addition to these responsibilities, Mary Ann Sigler is the firm’s Chief Compliance Officer. Prior to joining Platinum Equity, Mary Ann Sigler was Senior Partner at Ernst & Young LLP (E&Y). Ms. Sigler’s 25-year career at E&Y began in January 1980 and she made Partner in September 1987. While at E&Y, Mary Ann Sigler’s clients included: Lockheed Martin Corporation, AOL Time Warner, TRW, Northrop Grumman, Amgen Inc, Allergan Inc, Teledyne Technologies, Rustic Canyon, and the Los Angeles Dodgers. She was also involved in several high profile acquisitions and dispositions for these clients. Mary Ann Sigler holds a Master’s Degree in Business Taxation from the University of Southern California and a B.A. in Accounting from the California State University at Fullerton.
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About Platinum Equity: Platinum Equity is a private equity investment firm that focuses on leveraged buyout investments of established companies.
Johnna Lesch
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.

Paul Tranter
Chief Financial Officer of The Boston Consulting Group
Paul is a partner and managing director in the Sydney office. Since joining BCG in 1998, he has worked for clients in a range of industry sectors, including travel and tourism, agribusiness, consumer goods, food services, industrial goods, financial services and telecommunications. Paul is a core member of BCG’s Travel and Tourism, People & Organization, and Operations practice areas. He is also a topic leader for BCG’s Engaging for Results organization tool. Before BCG and university, Paul worked in the agribusiness sector through his management of a family dairy-farming business. This business is still operated by his family and has grown into one of Australia’s largest dairy farming operations. Paul has a bachelor’s of arts and law degree from the University of Queensland and an MBA from the Harvard Business School.
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About The Boston Consulting Group, The Boston Consulting Group, The Boston Consulting Group: The Boston Consulting Group is a global management consulting firm and an advisor on business strategy.
Keith Bush
Senior Vice President, Chief Financial Officer of Deluxe Corp
Keith Bush joined Deluxe Corporation in March 2017 as Senior Vice President, Chief Financial Officer and a member of the Executive Leadership Team. Prior to Deluxe, Keith was with American Airlines, where he most recently served as the Senior Vice President of Finance. He has held varied roles with increasing responsibilities in treasury and financial planning and analysis for Northwest Airlines, Delta Air Lines, US Airways, and American Airlines. While at American, Keith built a strong finance organization and led teams in financial planning and analysis, division finance, corporate purchasing, and insurance and risk management. Joining US Airways in 2009, Keith played a critical role in the planning and integration of the merger between American and US Airways. Keith holds a bachelor of science degree in marketing from Butler University and a MBA with a finance and strategic management focus from Case Western Reserve University.
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About Deluxe Corp: Deluxe Corp provides services that help small businesses and financial institutions acquire and retain customers.
John Klein
CFO & COO of Eldridge
John Klein is Chief Financial Officer and Chief Operating Officer of Eldridge Industries. Before joining Eldridge, Mr. Klein was an adviser to Stone Point Capital and previously served as President of Guggenheim Investments overseeing operations, distribution, strategy, and finance. Prior to joining Guggenheim Partners, Mr. Klein was a partner and member of the Investment Committee for Citi Private Equity, a manager of capital invested in private transactions. He began his career at Bain & Company. Mr. Klein received his A.B. in Economics from Amherst College and his J.D. from the University of Michigan Law School.
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About Eldridge: Eldridge invests across Insurance, Asset Management, Technology, Mobility, Sports & Gaming, Media & Music, Real Estate, and Consumer.
Ryan Parker
Chief Financial Officer of Mercato Partners
Ryan Parker is the Chief Financial Officer at Mercato. He is responsible for financial reporting, compliance, and fund management. Ryan has an extensive career in finance and valuation. He led legal entity reporting during Synchrony Financial’s split from General Electric through the IPO and subsequent exchange offer, which at $20B was one of the largest in SEC history.
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About Mercato Partners: Mercato Partners is a growth equity fund that pursues investments in high technology and consumer businesses worldwide.
Debrah Herman
Chief Financial Officer and Partner of Anzu Partners
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About Anzu Partners, BioFlyte: Anzu Partners is an investment firm that invests in industrial and life science technology companies.
Ken Stillwell
Chief Operating Officer & Chief Financial Officer of Pegasystems
Ken Stillwell is the Chief Operating Officer and Chief Financial Officer at Pegasystems.
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About Pegasystems: PegaSystems provides business process and customer relationship management solutions for organizations.

Jeff Epstein
Co-CEO, CFO of Apex Technology
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About Apex Technology, Bessemer Venture Partners, Stanford University: Apex Technology is a special purpose acquisition corporation.

Phillip Ahn
Chief Financial Officer & Chief Operating Officer of B. Riley Financial
Phillip Ahn is Chief Financial Officer and Chief Operating Officer of B. Riley Financial Inc. and its subsidiary, Great American Group, LLC. Mr. Ahn has spent over 20 years in the financial services sector, beginning his tenure with Great American Group in 2010 as Senior Vice President of Strategy and Corporate Development. Prior to joining Great American Group, Mr. Ahn served as Vice President at middle market private equity firms Altpoint Capital Partners and Stone Tower Equity Partners where he helped manage several of the firms’ majority-owned portfolio companies. Prior to that, he held positions at the NY State Common Retirement Fund, Salomon Smith Barney, CIBC World Markets and Standard & Poor’s J.J. Kenny division. Mr. Ahn received his Bachelor’s degree in Economics from the University of Michigan and his Master of Business Administration in Finance from Columbia University. Mr. Ahn is a Chartered Financial Analyst (CFA) and a member of the NY Society of Security Analysts.
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About B. Riley Financial: B. Riley Financial is a diversified provider of financial and business advisory services.

Robert Bodnar
Executive Vice President & Chief Financial Officer of Masergy Communications
Rob Bodnar has served as Masergy’s Chief Financial Officer and Secretary since August 2005 and was additionally named Executive Vice President in July 2010. Mr. Bodnar is responsible for formulating capital formation strategy and coordinating M&A activities in addition to leading the finance, legal and human resources organizations at Masergy. Prior to Masergy, Mr. Bodnar served as Vice President and CFO at Covaro Networks, a manufacturer of networking hardware, which was sold to ADVA Optical Networking in 2006. Previously, Mr. Bodnar worked in a variety of senior financial and accounting positions at Metera Networks, Spaghetti Warehouse restaurants and KPMG. Mr. Bodnar holds an MBA from Baylor University and a bachelor’s in business administration from Texas A&M University.
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About Masergy Communications: Masergy is a managed services and cloud communications provider delivering customized, high-performance platforms that help businesses

Tom Donnelly
CFO of Datasite
Tom Donnelly brings significant digital marketing, analytics and SaaS (Software as a Service) experience to his role at OptiMine. He previously was President and Chief Operating Officer at Digital River, Inc. (NASDAQ: DRIV), a leading global provider of Commerce-as-a-Service solutions, with 2013 revenue of $390M. At Digital River, Donnelly led the global e-marketing, sales, client delivery, and infrastructure organizations for the company’s core enterprise e-commerce businesses. Prior to joining Digital River, Donnelly served as President and COO of Net Perceptions, Inc. He has more than 25 years of Internet and technology experience.
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About Datasite, Merrill Brink International, OptiMine Software: Datasite equips dealmakers with the tools they need to succeed in the entire M&A lifecycle.
Karina B. Stahl
Managing Director, Chief Financial Officer – Investment Funds of Monroe Capital
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About Monroe Capital: Monroe Capital is a provider of senior and junior debt and equity co-investments to middle market companies in the U.S. and Canada

Henri J. Steenkamp
Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary of Saratoga Investment Corp.
Henri Steenkamp is the Chief Financial Officer, Chief Compliance Officer, and Director of Saratoga Investment Advisors, LLC. Before that, Steenkamp held the position of Chief Accounting Officer and Global Controller at MF Global for four years. He joined MF Global, then Man Financial, in 2006 as Vice President of External Reporting and Accounting Policy. Henri Steenkamp was selected by Treasury & Risk magazine as one of its Top 40 Under 40 in 2011. Henri is a member of the New York Chapter of the Private Equity CFO Association (PECFOA) and the Small Business Investor Alliance (SBIA). Henri Steenkamp holds a degree in financial accounting from the University of Johannesburg.
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About Pillar College, Saratoga Investment Corp.: Saratoga Investment provides customized financing solutions for middle market companies located in the United States.
Jon Shell
Chief Financial Officer of Neighborly Brands
Jon Shell is the Chief Financial Officer at Neighborly.
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About Neighborly Brands: Neighborly is a services provider focused on repairing, maintaining, and enhancing customers’ homes and businesses.
Pamela Pippin
Chief Financial Officer of IncrediTek
Pam Pippin, Chief Financial Officer, is responsible for developing and overseeing the corporation’s financial planning, tax planning, accounting processes and developing human resource initiatives. Ms. Pippin has more than 30 years of experience in a finance capacity, serving as Controller of a healthcare organization, Director of Finance for a non-profit organization and Vice President of Finance for an international manufacturing company. Ms. Pippin is a Certified Public Accountant and received her Bachelors of Science in Accounting from the University of Delaware. She is a member of the American Institute of Certified Public Accountants.
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About IncrediTek: IncrediTek is a premier value added reseller and service and support company.

Lynda Keeton-Cardno
CFO & Secretary of Tara Gold Resources
Lynda is the founder of Lynda R. Keeton CPA, LLC, a firm that provides tax management, accounting and audit services. Lynda has a deep working knowledge of Tara Gold and Tara Minerals as she has been providing accounting services to the companies since 2007. Keeton-Cardno is a licensed certified public accountant in Nevada, a member of the American Institute of Certified Public Accountants, a graduate of Arizona State University’s School of Business and Honor College, and has held the Certified Information Systems Auditor designation. Since 2004, Keeton-Cardno has provided audit and consulting services to public companies through Lynda R. Keeton CPA, LLC, a PCAOB registered firm that works with both not-for-profit and for-profit companies to ensure internal controls and financial reporting. Prior to this, Keeton-Cardno worked in the Audit and Advisory group and the Technology Risk Consulting group for Arthur Andersen LLP.
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About Lynda R. Keeton CPA, LLC, Tara Gold Resources: Tara Gold Resources Corp. is the acquisition, exploration and development of high-quality precious metals projects.

Jeff Kanaly
Vice Chairman & Chief Financial Officer of Kanaly Trust
Jeff is Vice Chairman of Kanaly Trust and serves on the organization’s board of directors. He has been with the company for over thirty-five years and concentrates on corporate strategic planning. An important focus for Jeff is ensuring that the high quality of service Kanaly Trust was founded on continues to be the central focus of the organization. A graduate of the University of Texas at Austin, Jeff holds a BBA in Finance. He is a Certified Financial Planner™ practitioner and a Certified Trust and Financial Advisor (CTFA). He is a member of the Financial Planning Association (FPA), the Houston Chapter of the FPA, the Houston Estate and Financial Forum (HEFF), and the Association of Trust Organizations (ATO).
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About Kanaly Trust: Kanaly Trust is a comprehensive wealth management firm managing and advising over $2 billion of assets.

Charles Peiffer
Chief Financial Officer of Pacific Architects and Engineers
Charles Peiffer serves as Executive Vice President and Chief Financial Officer of PAE. Prior to being named to this position, Charles served as the Senior Vice President and CFO at IAP Worldwide Services. Prior to his position at IAP, Charles served as Vice President of Finance and CFO at Fluid Technologies, a $3.5B operating segment of ITT, where he successfully integrated eight acquisitions in six years. Charles has held financial leadership roles at Avaya Communications, Lucent Technologies, AlliedSignal, Martin Marietta and General Electric. He earned his Bachelor’s degree in Business and Accounting from Philadelphia University and his Master’s degree in Banking and Finance from Saint Joseph’s University.
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About Pacific Architects and Engineers: Pacific Architects and Engineers provider of services that support military readiness, peacekeeping missions, nation building activities.

Valerie Harper
Chief Financial Officer of Spencer Stuart
Val Harper is the chief financial officer for Spencer Stuart and a member of the management team. Based in Chicago, she is responsible for the firm’s global financial and controllership functions.
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About Spencer Stuart: Spencer Stuart is a consulting firm that specializes in CEO succession planning, leadership consulting, and executive search.

Russab Ali
Co-Founder/ CFO of SMC Digital Marketing
One half of the minds that make up SMC Digital Marketing, Russab is as entrepreneur at heart. Russab started “playing around” with the stock market at 11 years of age before moving into the Digital Marketing World at age 13. Russab has often been considered a young genius and has the accolades to back it up. He attended one of America’s Top 50 HighSchools before moving onto the prestigious New York University Stern School of Business due to its proximity to Wall St. It was at NYU that Russab discovered his true calling; After realizing he was the only student in his class paying full tuition through his (at the time) small Digital Marketing Firm, Russab decided to divert his attention from Banking and towards Marketing full time. He now spends most of his day planning and executing client strategy while handing the day-to-day financials of the firm. When he has some free time, Russab likes to hit the gym, follow the stock market, play some sports and relax with his family.
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About SMC Digital Marketing: SMC Digital helps managers increase sales by taking a data driven approach to finding new business opportunities.

John Benger
Chief Financial Officer of Spatial
John Benger joined Spatial in February 2016 as Chief Financial Officer and is responsible for providing strategic and financial leadership to the organization. As the CFO, John brings a broad range of financial and operational experience in both public and private technology companies. John has previous experience with Spatial and Dassault Systèmes, serving earlier as a senior finance executive for Spatial, Dassault Systèmes Simulia and, Dassault Systèmes Americas Corporation; gaining additional experience at CoCreate and Data General. He has successfully managed business transformations, restructures and high growth businesses, both domestically and internationally. John earned his Bachelor of Science from Bloomsburg University Pennsylvania, and a Masters of Business Administration from Southern New Hampshire University.
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About Spatial: Spatial provides 3D software component technology for design, engineering, and manufacturing applications
Kendall Simmonds
Chief Financial Officer of WeXplor, Inc
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About WeXplor, Inc: WeXplor gives consumers a reason to interact with other consumers and businesses by way of monetary incentives
Kevin McDonnell
SVP, Chief Financial Officer of JAMS
McDonnell has significant experience as an operating manager helping companies as they transition to the next level of growth, prepare for sale/IPO or are in the process of restructuring. He has had a nearly 30 year career in financial, IT and HR leadership roles, the last 20 years as a C-Level executive. His experience spans multiple industries (technology, consumer products, financial services, healthcare and automotive) with companies at various stages of growth (venture backed, pre-IPO, global multinational, public, pre-Sale, etc.). Working with a company’s management team, he has created shareholder value by establishing a long term plan with operational and financial targets, improving business processes, applying technology to business problems and building excellence within the financial, legal, HR and IT functions.
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About AeroVironment, JAMS: JAMS international panellists are experts in international arbitration and mediation.

Jose Valdez
CFO-Co-Founder of Digital Drimz
Joseph is the breadwinner of Digital Drimz. Specialist and an expert in the technology industry.Innate entrepreneurial,cused on the business vision of Digital Drimz.He graduated in Business Administration, Master Cadiz and audit and management control.
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About Digital Drimz: Digital Drimz is a creative digital content company specialized in the development of applications for mobile, tablets, and other devices.