About
Co-Founder of Heartwood Partners and Investment Committee member dedicated to private equity. Previously a Partner at Saugatuck Capital Company and Rutledge Capital, and began his career at Brown Brothers Harriman.
Experience
- Heartwood PartnersCo-Foundercurrent2025 — present
- Heartwood PartnersManaging Partner and Co-Founder2004 — 2025Norwalk, CT
- Rutledge Capital LLCManaging Director1993 — 2005
- Saugatuck Capital CompanyManaging Director2002 — 2004
- Barclays Capital Corp.Senior Associate1992 — 1993
- Brown Brothers Harriman & Co.Associate1989 — 1992
Education
- Columbia Business SchoolMBA, Finance and Management1987 — 1989
- Middlebury CollegeBA, Physics and Economics1983 — 1987
Skills & more
Financial AnalysisFinancial ReportingFinancePrivate Equity48Venture Capital22LBO7Investment Banking6Financial Structuring3Hedge Funds4Mezzanine9Private Placements12Growth Capital7
+12 more
M&A experienceInvestmentsBuyoutsCorporate DevelopmentAsset ManagementCorporate FinanceDeal SourcingRecapitalizationsStrategic PlanningStructuringDue DiligenceCapital- Honored Listee — Marquis Who's Who
From Robert's professional profile.
Same school
Also attended Columbia Business School576
Aryo TehranianManaging Director at Mayfair Equity PartnersYibo NianInvestment Director at Intel CapitalKesha CashFounder & General Partner at Impact America FundMahati SridharPartner, Rise of the Rest at RevolutionGiuseppe IademarcoHead of Global Partnership at P101 VenturesWendy XiaoPartner at Northzone
+ 570 more
Also attended Middlebury College97
Alex FinkelsteinInvestor at Spark CapitalJeff DoranInvestor at Spark CapitalTrevor KienzleInvestor at Correlation VenturesUrvashi BarooahPartner at Redpoint VenturesJason BrookePrincipal at Sapphire VenturesBriehan BurkeGeneral Partner at Keen Venture Partners
+ 91 more
Shared employers
Also worked at Heartwood Partners18
John WillertInvestor at HeartwoodJohn NewmanInvestor at HeartwoodMark AllsteadtCo-Founder at HeartwoodSaer BrownVice President at HeartwoodBrian ChungVice President at HeartwoodWendy DiglioCorporate Controller at Heartwood
+ 12 more
Also worked at Barclays Capital Corp.184
David Clark GuillermoInvestments at Impact America FundThomas RubensInvestor at DN CapitalKerry WongHead of Investor Relations at Pantera CapitalJohn McCulloughInvestor at OpenView Venture PartnersVinnie McSweeneyInvestor at OpenView Venture PartnersKeith RobinsonSenior Advisor at Oxx
+ 178 more
Also worked at Brown Brothers Harriman & Co.32
Jay HassGeneral Partner & CFO at AlleyCorpSercan OzcanPartner, Finance & Operations at AlleyCorpDan StolarVenture Advisor at Alpha PartnersScott NissenbaumPresident & CEO at Ben Franklin Technology PartnersMichael NekusChief Financial Officer at Eos Venture Partners LimitedChris SaxmanDigital health entrepreneur, startup mentor, skier, fly fisherman, Steelers fanatic, Co-head of Health 2.0 Denver/Boulder Chapter
+ 26 more
Colleagues at Heartwood
Adams Robinson
Associate at Heartwood
Aidan Schraff
Associate at Heartwood
Andrea V. Nelson
Managing Director at Heartwood
Berat Rifati
Chief Financial Officer & Chief Compliance Officer at Heartwood
Brian Chung
Vice President at Heartwood
Brian Fitzgerald
Chairman Emeritus at Heartwood
Casey Gordon
Executive Assistant at Heartwood
David Levesque
Assistant Controller at Heartwood