Lee Roberts
Managing Partner

Lee Roberts
Managing Partner

Doug Vaughn, CFA
Managing Partner

Doug Vaughn, CFA
Managing Partner

James Burke
Partner, Private Credit & Equity

James Burke
Partner, Private Credit & Equity

Victoria Sumbs
Vice President, Finance

Victoria Sumbs
Vice President, Finance

George Purrington
Vice President, Real Estate

George Purrington
Vice President, Real Estate

Jarrett Wood
Vice President, Private Credit & Equity

Jarrett Wood
Vice President, Private Credit & Equity

Harris Hudson
Associate, Real Estate

Harris Hudson
Associate, Real Estate

Paolo Dionisio Private Credit Analyst

Paolo Dionisio
Private Credit Analyst