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Our Team

Where speed and rigor meet.

The ongoing digital transformation of insurance continues to accelerate. Our experienced team is built with the depth, range, and network required to keep pace.

Managing Director
Dan Reed
Profile
Managing Director
Brittany Clements
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Managing Director
Kyle Beatty
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Head of Fund Operations and Chief Compliance Officer
Marc Miele
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Investor Relations Director
Molly Lahr
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Investor Relations and Platform Associate
Aditi Dupai
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Principal
Amanda Joseph
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Investor Relations Associate
Andy Colombe
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Head of Brand
Andy Stilp
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Portfolio Manager
Aven Gotzion
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Principal
CJ Armbrust
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Associate
Cooper LaRue
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Senior Analyst
Jeremy Epstein
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Project and Program Coordinator
Joann Martin
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Platform Principal
Mary Boersma
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Head of Finance and Compliance
Matt Russell
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Portfolio Manager
Mike Duffy
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Principal
Mike Mansell
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Financial Planning & Analysis Advisor
Nick Lavela
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Senior Associate
Pat Kneeland
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Head of Network and Partnerships
Stephanie Mueller
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Senior Associate
Stephen Todres
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Associate
Tiana Pidgeon
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