Team

Our experience and team of operating advisors enable us to retain an entrepreneurial environment and form
close partnerships with management teams, investors and other constituents, all while providing the expertise
and resources of larger firms

Investment Professionals

Robert Fioretti

Managing Director

Link to Robert Fioretti's Bio Page

Anders Petersen

Managing Director

Link to Anders Petersen's Bio Page

Jodie Urquhart

Chief Financial Officer/Chief Compliance Officer

Link to Jodie Urquhart's Bio Page

Michelle MacDougall

Controller

Link to Michelle MacDougall's Bio Page

Nicholas Bovi

Principal

Link to Nicholas Bovi's Bio Page

Justin Lee

Principal

Link to Justin Lee's Bio Page

Patricia Donnelly

Office Manager & Executive Assistant

Link to Patricia Donnelly's Bio Page

George Littlefield

Associate

Link to George Littlefield's Bio Page

Alexis Gaddis

Associate

Link to Alexis Gaddis's Bio Page

Operational and Investment Expertise.