About
Managing director who invests and advises on growth transactions in human capital management and fintech software. He joined in 2012 after roles at Robert W. Baird and William Blair, and has completed over 100 transactions.
Experience
- First AnalysisManaging Directorcurrent2012 β presentChicago, IL
- myCOIBoard Of Directorscurrent2018 β presentIndianapolis, IN
- IrishAngelsInvestorcurrent2013 β presentGreater Chicago Area
- Robert W. Baird & Co.Managing Director - Investment Banking2008 β 2012Chicago
- PrologisManaging Director - Head of Investment Management2007 β 2008
- William BlairPartner2000 β 2007
- JLLSenior Vice President1995 β 2000
Education
- The Wharton SchoolMBA, Finance
- University of Notre DameBA, Economics
Skills & more
Management12Equities15Corporate Governance3Alternative Investments18Corporate Development37Asset Allocation2M&A experience4Restructuring6IPO6Fixed Income6Capital Raising4Structured Finance2
+9 more
Hedge FundsPrivate PlacementsEquity ResearchInvestor RelationsAcquisitionsRisk ManagementStart-upsLBOSeries 7From Richard's professional profile.
Same school
Also attended The Wharton School1,323
Fred WilsonCo-founder & Partner at Union Square VenturesJosh KopelmanFounder and Partner at First Round CapitalAydin SenkutFounder & Managing Partner at FelicisKatie RiesterPartner, Head of Investor Relations at Felicis VenturesTrevor OelschigInvestment Team at General CatalystRebecca JamesInvestor at Index Ventures
+ 1,317 more
Also attended University of Notre Dame172
Doug GrohAdvisor at CincyTechJim HuntGeneral Partner at Lavrock VenturesJoanne IshamSenior Advisory Board at IronGate Capital AdvisorsAnalyst β Private InvestmentsInvestor at Glynn Capital ManagementSean CantwellInvestor at Volition CapitalMark KolbPartner at Tech Council Ventures
+ 166 more
Shared employers
Also worked at myCOI1
Also worked at Robert W. Baird & Co.37
Helen LinInvestor at At One VenturesJames FalkoffPartner at ConvergeAndrew MinickAssociate at Perot JainMarkie MasriPrincipal at FrontenacMolly FitzpatrickPrincipal at Halifax GroupRajesh RajuManaging Director at Kalaari Capital
+ 31 more
Also worked at Prologis10
Keatten SmithCapital Formation Coordinator at March Capital PartnersNeville TeagardenCo-Founder and General Partner at AI CapitalLynn AmbrosyManaging Director at Advantage Capital PartnersJessica DuranManaging Director, COO & CFO at TSG Consumer PartnersTim FischerGeneral Partner at Realyze VenturesWill O'DonnellManaging Partner at Prologis Ventures
+ 4 more
Colleagues at First Analysis
Alice Epstein
Marketing and Communications Manager at First Analysis
Andrew Walsh
Managing Director at First Analysis
Corey Greendale
Managing Director, Office of the President at First Analysis
Daniel Smereczynski
Vice President at First Analysis
Dave Leshuk
Managing Director and Research Director at First Analysis
David Hess
Vice President at First Analysis
Eric Terhorst
Senior Vice President at First Analysis
Howard Smith
Managing Director, Office of the President at First Analysis




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