About
Vice President who joined in 2020 with an investment banking background, involved in executing new investments and managing portfolio companies. Previously at EC Mergers & Acquisitions and Stephens, Inc.
Experience
- Heartwood PartnersVice Presidentcurrent2024 β presentNorwalk, Connecticut, United States
- Heartwood PartnersSenior Associate2022 β 2024Norwalk, Connecticut, United States
- Heartwood PartnersAssociate2020 β 2022Norwalk, Connecticut, United States
- EC Mergers & AcquisitionsAssociate2019 β 2020Greater New York City Area
- EC Mergers & AcquisitionsSenior Analyst2017 β 2019New York, New York
- Stephens Inc.Investment Banking Analyst2015 β 2017Little Rock, Arkansas
Education
- The University of the SouthBachelor of Arts (B.A.), Economics2011 β 2015
Same school
Also attended The University of the South7
David BorcsokPartner at Mucker CapitalMeg LegroAssociate at BFG PartnersJack BryantExecutive Vice President at Harbert Growth PartnersAdams ConradPrincipal at QED InvestorsWalton ComerCo-Founder, Board Director at XBTOMatt BurtonPartner at QED Investors
+ 1 more
Shared employers
Also worked at Heartwood Partners18
Robert TuckerCo-Founder at HeartwoodJohn WillertInvestor at HeartwoodJohn NewmanInvestor at HeartwoodMark AllsteadtCo-Founder at HeartwoodBrian ChungVice President at HeartwoodWendy DiglioCorporate Controller at Heartwood
+ 12 more
Also worked at EC Mergers & Acquisitions1
Also worked at Stephens Inc.14
James KuklinskiInvestor at Spark CapitalMiles LittlefieldDirector of Investor Relations at Cortado VenturesMatt KelleyDirector, FINTOP Network at FINTOP CapitalWilliam LeeAssociate at Vocap PartnersMatthew WardVenture Partner at Cadron Capital PartnersIrena BlindSenior Advisor at TSG Consumer Partners
+ 8 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
























