Team

Values-based leaders focused on client outcomes

Leadership

Jennifer Forsyth, CFA, CPA

Managing Director

Trevor Gold

Vice President

Jamie Wildman

Founder & CEO

Advisory Committee

Tom Danis

Managing Partner and Co-Founder - RCP Advisors

Joshua Fairbank

Managing Partner - Orchard Capital Management; Adjunct Assistant Professor of Entrepreneurship - Chicago Booth

Hunter Hillenmeyer

Investment Partner - Company Ventures

Joe Maxwell

Managing Partner - FINTOP Capital

Rob Metzger

General Partner - MissionOG

Diane Mulcahy

Private Equity Adviser - Kauffman Foundation