Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top New York, New York based Director operating in the Financial Services space. If you think a Director is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Apjit Walia
Managing Director & Global Head, Technology Investment Strategy of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Javed Jussa
Director, Quantitative Strategist of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Michael Heeger
Director – Global Purchasing, Head of Sourcing Americas of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Jeff Horing
Managing Director of Insight Partners
Jeff Horing has been a co-founder and managing director at Insight Venture Partners since 1995. Under his leadership Insight has become a premier venture capital and private equity firm focused on growth investments in software and internet businesses, currently investing from a $2.56 billion fund. Jeff’s areas of focus include mobile, online gaming, data, infrastructure and internet software. Jeff is a former member of the board of directors of Airborne Entertainment (acquired by Cybird Co.), CTSpace (acquired by Sword Group), Beechwood Data Systems (acquired by Cap Gemini), Greenfield Online (IPO, later acquired by Microsoft), Hitwise (acquired by Experian Group Ltd), IAG Research (acquired by The Nielsen Company), ProMira Software (acquired by Manugistics), Shutterstock (IPO), SLP Infoware (acquired by Gemplus), Solarwinds Inc. (IPO NYSE: SWI), and Xchange (IPO acquired by Amdocs). Jeff is an investor or currently serves on the board of directors of AirWatch (mobile device management), Anaqua (IP asset management), GFI Software (cloud-based services), Jagex Ltd (online gaming), Nexon (online gaming), Datacore Software (storage virtualization), New Relic (application performance management), Teamviewer (remote desktop collaboration), WIX (free DIY flash-based websites), Whitney University System (distance learning technology), and Zumba (global fitness and lifestyle brand). Prior to founding Insight, Jeff was a key member of the technology investing team at Warburg Pincus. Earlier in his career he worked at Goldman Sachs in the Capital Markets group. Jeff holds an MBA from the M.I.T. Sloan School of Management. He has dual undergraduate degrees from the University of Pennsylvania’s Moore School of Engineering and Wharton School, where he graduated with high honors and was Phi Beta Kappa. Jeff is a regular speaker at Wharton as part of the Distinguished Guest speaker series.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Richard Wells
Managing Director of Insight Partners
Richard Wells has over 12 years of experience in investing and advising managers of high growth software and Internet companies. He currently serves on the boards of BeyondTrust, Enigma, HealthcareSource, Kinnser, Metalogix, PHD Virtual, Smartbear Software and is active with the board of Zumba Fitness. Richard previously served on the boards of Netsmart Technologies (acquired by Genstar Capital) and Primavera (acquired by Oracle), and was active with the board of Buddy Media (acquired by Salesforce.com). Richard joined Insight in 2005 after previously serving as an investment team member at Technology Crossover Ventures (TCV), with a focus on software, online media and e-commerce. Richard also worked in product management for enterprise data protection products at Veritas Software (now part of Symantec), and in field sales for Paciolan Systems (now part of Ticketmaster). Richard received a BS from the Wharton School of the University of Pennsylvania (Phi Beta Kappa, summa cum laude) and an MBA from the Harvard Business School. He grew up in Southern California and resides in Manhattan with his wife and son. Thanks to his father’s New England roots, Richard is an avid Boston Red Sox fan and is already having a lot of fun making his son one too.
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About Esper, Insight Partners, Nuvemshop: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Nikitas Koutoupes
Managing Director of Insight Partners
Nikitas Koutoupes is a managing director at Insight and co-manages Insight Onsite, the firm’s team of dedicated operations and growth experts who provide hands-on assistance and advice to Insight’s portfolio companies. He leads Insight’s investment activities in the post-secondary education market: his most recent investments in education include Whitney International and Academic Partnerships. In addition to his investment and Insight Onsite responsibilities, Nikitas is one of the firm’s experts in online and recurring revenue business models. He currently serves on the Board of Directors or works with Academic Partnerships, GenArts, HealthcareSource, Fanatics, SpaceTime Studios, Syncsort, Whitney International and Zumba Fitness.Nikitas’ prior investments at Insight include Capella University (IPO, NASDAQ: CPLA), Exact Target (IPO, NYSE: ET), Football Fanatics (acquired by GSI Commerce, then eBay), Greenfield Online (IPO, acquired by Microsoft), Platespin (acquired by Novell), and Realink (acquired by Zaio Corp).Prior to Insight, he co-founded and was the Chief Financial Officer of CTSpace, a software-as-a-service company which became part of Insight’s portfolio and was subsequently acquired by the Sword Group. He was previously with McKinsey & Company, where he worked on strategy, turnaround, M&A and corporate finance engagements across a variety of industries.He also contributed to a major research initiative entitled “The War For Talent.”Nikitas co-authored with Hilary Gosher, a chapter titled “Customer Lifetime Value: Methodology and Applications for Operating Partners”, in “The Operating Partner in Private Equity”, published by Private Equity International in 2011.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Hilary Gosher
Managing Director of Insight Partners
Hilary Gosher is a Managing Director at Insight Venture Partners, a global growth investor in software companies with $16 billion AUM. Hilary leads Onsite, the firm’s specialized due diligence team and growth experts who evaluate investments and help to drive scale at portfolio companies. She has worked with more than 200 tech companies, engaged with five IPOs and dozens of M&A transactions. Among these are Mimecast, Shutterstock, Cvent, Planview, eVestment and Primavera. Hilary is an Adjunct Associate Professor at Columbia’s School of International and Public Affairs (SIPA) where she teaches entrepreneurship. From 2010-2015 she was an Adjunct Professor at NYU’s Stern School of Business. In 2015 she was listed on the TechWeek100 Tech Leaders in NY. Business Insider recognized Hilary as one of the Most Inspiring Women in Tech in New York City. In 2016, Hilary co-founded, and is currently on the board of Parity Partners, a firm focused on advocating, educating, and recruiting for diverse and inclusive talent in investment, asset management and tech industries.
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About Columbia University, Insight Partners, NYU Stern School of Business: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Teddie Wardi
Managing Director of Insight Partners
Teddie Wardi is a Managing Director at Insight Partners. Previously Teddie was a Vice President at Dawn Capital. His focus areas include the Enterprise SaaS market. Prior to joining Dawn Teddie was the founder and CTO of Nervogrid, a Cloud Service Broker operating in the Nordics and the Benelux area. At Nervogrid he grew the company from two to 50+ employees in five countries, managed R&D and service operations, and raised multiple rounds of Venture Capital funding. Nervogrid was acquired by ALSO Holding AG, a Switzerland based publicly listed IT distribution group. His previous investing experience includes being an Associate at Nokia Growth Partners, a global later-stage Venture Capital fund, where he worked on deal sourcing and transactions in the Enterprise Mobility space. Teddie is also an advisor to the Frontier Seed Accelerator in Finland, helping seed stage companies access developing markets in the Middle East and South East Asia. Teddie holds an MBA from Harvard Business School and a B.Sc. (Econ) from Aalto University.
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About Icebreaker.vc, Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Deven Parekh
Managing Director of Insight Partners
Deven Parekh is a Managing Director at Insight Venture Partners and joined the firm in 2000. Deven manages investments in application software, data and consumer internet businesses globally. Notable previous companies in Deven’s portfolio have included Buddy Media (acquired by SalesForce, NASDAQ: CRM), Chegg (IPO), Football Fanatics (acquired by GSI Commerce, later acquired by eBay), Media Mind (IPO and subsequent sale to DG Fast Channel), Procuri (acquired by Ariba, NASDAQ: ARBA), ECI Solution (sold to Carlyle), Russian Trading System (merged with MICEX), Tumblr (acquired by Yahoo!), Hayneedle (sale to Jet.com), Syncsort (sale to Clearlake Capital), Alibaba (IPO), Twitter (IPO), JD.com (IPO), and Website Pros (IPO). Deven is a global investor, actively working with investments in China, Latin America, Europe and Russia. Deven serves as Board Chair for eVestment, DrillingInfo, Turnitin, Campaign Monitor, Ministry Brands and Appriss. He is a member of the Board of Directors for Fanatics, Diligent, 1stdibs, Vela, Chrono24, LetGo, and Wallapop. He represents the firms interests in Despagar, Automattic (WordPress), Yext, SkyTap and Zenefits. Deven was previously a Principal at Berenson Minella & Company, a New York based merchant banking firm where he served on the firm’s M&A Committee. Prior to Berenson Minella, Deven was with The Blackstone Group, where he was involved in both M&A advisory and principal activities. Deven was selected in 2014 by AlwaysOn as a Venture Capital 100 winner for his investments in Twitter and Chegg. He was also selected to be on the 2014, 2015, and 2016 Forbes Midas list. In 2016 he was selected as a Top 100 Venture Capitalist by CB Insights. In 2010 Deven was part of a US delegation of several investors, government representatives, and technology companies that visited Russia to explore investment and technology collaboration opportunities between the United States and Russia. He is a Member of the Technical Advisory Council of the Federal Communications Commission (FCC) which assists the Commission with developing informed technology policies supporting America’s competitiveness and job creation in the global economy. During the period 2010–2012, Deven served as a Member of the Advisory Board of the U.S. Export-Import Bank which is the official export credit agent of the United States. He was nominated by President Obama and confirmed by the U.S. Senate in 2016 to be on the Overseas Private Investment Corporation Board. In 2006, Deven was named a Henry Crown Fellow of the Aspen Institute, which seeks to develop the next generation of community spirited leaders. He is Chairman Emeritus of the Board of Publicolor (which he chaired from 2007 – 2012), a New York City based non-profit organization that focuses on inner city schools. He is a Member of the Board of the Tisch New York MS Research Center. He is a member of the Board of Trustees and Executive Committee for the Ethical Culture Fieldston School. Deven was a member of the Greater NY Partnership, which pairs business executives with non-profit executive directors. The Partnership is an initiative of the Mayor’s Fund to Advance New York City. Deven is also a member of the Council on Foreign Relations as well as the Economic Club of New York. Deven received a BS in Economics from the Wharton School at the University of Pennsylvania. Deven Parekh is a Managing Director at Insight Venture Partners and joined the firm in 2000. Deven manages investments in application software, data and consumer internet businesses globally. Notable previous companies in Deven’s portfolio have included Buddy Media (acquired by SalesForce, NASDAQ: CRM), Chegg (IPO), Football Fanatics (acquired by GSI Commerce, later acquired by eBay), Media Mind (IPO and subsequent sale to DG Fast Channel), Procuri (acquired by Ariba, NASDAQ: ARBA), ECI Solution (sold to Carlyle), Russian Trading System (merged with MICEX), Tumblr (acquired by Yahoo!), Hayneedle (sale to Jet.com), Syncsort (sale to Clearlake Capital), Alibaba (IPO), Twitter (IPO), JD.com (IPO), and Website Pros (IPO). Deven is a global investor, actively working with investments in China, Latin America, Europe and Russia. Deven serves as Board Chair for eVestment, DrillingInfo, Turnitin, Campaign Monitor, Ministry Brands and Appriss. He is a member of the Board of Directors for Fanatics, Diligent, 1stdibs, Vela, Chrono24, LetGo, and Wallapop. He represents the firms interests in Despagar, Automattic (WordPress), Yext, SkyTap and Zenefits. Deven was previously a Principal at Berenson Minella & Company, a New York based merchant banking firm where he served on the firm’s M&A Committee. Prior to Berenson Minella, Deven was with The Blackstone Group, where he was involved in both M&A advisory and principal activities. Deven was selected in 2014 by AlwaysOn as a Venture Capital 100 winner for his investments in Twitter and Chegg. He was also selected to be on the 2014, 2015, and 2016 Forbes Midas list. In 2016 he was selected as a Top 100 Venture Capitalist by CB Insights. In 2010 Deven was part of a US delegation of several investors, government representatives, and technology companies that visited Russia to explore investment and technology collaboration opportunities between the United States and Russia. He is a Member of the Technical Advisory Council of the Federal Communications Commission (FCC) which assists the Commission with developing informed technology policies supporting America’s competitiveness and job creation in the global economy. During the period 2010–2012, Deven served as a Member of the Advisory Board of the U.S. Export-Import Bank which is the official export credit agent of the United States. He was nominated by President Obama and confirmed by the U.S. Senate in 2016 to be on the Overseas Private Investment Corporation Board. In 2006, Deven was named a Henry Crown Fellow of the Aspen Institute, which seeks to develop the next generation of community spirited leaders. He is Chairman Emeritus of the Board of Publicolor (which he chaired from 2007 – 2012), a New York City based non-profit organization that focuses on inner city schools. He is a Member of the Board of the Tisch New York MS Research Center. He is a member of the Board of Trustees and Executive Committee for the Ethical Culture Fieldston School. Deven was a member of the Greater NY Partnership, which pairs business executives with non-profit executive directors. The Partnership is an initiative of the Mayor’s Fund to Advance New York City. Deven is also a member of the Council on Foreign Relations as well as the Economic Club of New York. Deven received a BS in Economics from the Wharton School at the University of Pennsylvania.
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About Chegg, ECi Software Solutions, eVestment, Football Fanatics, Hayneedle, Insight Partners, The Aspen Institute, The Council on Foreign Relations: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Lonne Jaffe
Managing Director of Insight Partners
Lonne Jaffe currently works as the Managing Director for Insight Partners. He previously worked at Precisel as the Board Director.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Anika Agarwal
Managing Director of Insight Partners
Anika Agarwal joined Insight in 2014. She focuses on leveraged buyouts and majority recapitalizations of application and infrastructure software companies. Anika helps lead investments in both high growth and mature software businesses and works with several portfolio companies. Prior to joining Insight, Anika was a member of the investment team at Vista Equity Partners. Anika completed multiple platform and follow on software buyouts in which her role included conducting market and operational due diligence, negotiating agreements, and arranging financing commitments. Anika was active at both the board and company level at portfolio companies advising management teams on operating improvements and add-on acquisitions. Previously Anika was an investment professional at the Mayfield Fund, where she focused on investments in consumer internet companies. Earlier in her career, she worked in the Principal Investment Area at Goldman Sachs and the Technology Investment Banking group at Lehman Brothers. Anika holds an MBA from the Stanford Graduate School of Business and a BS in Computer Science from Stanford University. She speaks French and Hindi.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jeff Lieberman
Managing Director of Insight Partners
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Matt Gatto
Managing Director of Insight Partners
Matt Gatto joined Insight in 2010. Previously he worked in the Global Infrastructure Technology group at Merrill Lynch focusing on Electronic Communications Risk Management in Electronic Communications. Prior to this he was a team member in the PPC Advertising Optimization group at Verizon Information Services. Matt also worked in Hong Kong and Singapore on Deutsche Bank Asia’s Debt Capital Markets and Global Risk Syndicate desks. Matt graduated with high honors from the University of Pennsylvania with a BS in Engineering from the School of Engineering and Applied Science and a B.S. in Economics from the Wharton School. Matt’s personal interests include golf and most other sports, the outdoors, trying new foods and craft brews, and travel.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Thilo Semmelbauer
Managing Director of Insight Partners
Thilo Semmelbauer joined Insight as a Venture Partner in 2015 and works with portfolio companies to accelerate growth, resolve key strategic and operational issues, and build scalable organizations. Thilo also supports new opportunities, with a focus on Internet, subscription, and marketplace businesses. Thilo has been involved in technology ventures for over 25 years, most recently as President and COO of Shutterstock (NYSE: SSTK), a global marketplace for licensing images, videos, and music to businesses worldwide. Under Thilo’s leadership, revenue grew from $60M to over $300M, and the business expanded into new areas, including video, music, and premium imagery. Shutterstock completed a successful IPO in October 2012, and subsequently delivered eight consecutive beat-and-raise quarters as a public company. In the early 1990s, Thilo worked for an internal startup at Motorola, where he launched Motorola’s first consumer wireless “communicator” (the Envoy), and then launched Motorola’s first cable modem for broadband Internet access. In 1996, Thilo joined The Boston Consulting Group, focused on Consumer and Technology strategy, including projects in medical imaging, digital printing, and online retail. While at BCG, he helped launch Sotheby’s online auction business. In 2000, Thilo co-founded and was President & COO of WeightWatchers.com, which became the global leader in online weight loss and was acquired in 2005 by the licensor, Weight Watchers International. Thilo then served as COO of the combined companies, where he oversaw revenue growth from $1.2B to $1.6B through 2008. Thilo lives in NY with his wife, and enjoys traveling, sailing, and photography. He is on the Board of Action Against Hunger, a global humanitarian organization committed to ending world hunger. Thilo holds a dual masters degree from MIT, in Management and Electrical Engineering, from the Leaders for Global Operations program, as well as a BA in Engineering and Computer Science from Dartmouth College, summa cum laude.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Stephen Ward
Managing Director of Insight Partners
Stephen Ward is a Managing Director at Insight Partners.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Ross Devor
Managing Director of Insight Partners
Ross Devor joined Insight in 2013. Ross focuses primarily on leveraged buyouts and majority recapitalizations in both high-growth and mature software businesses. Ross works with several Insight portfolio companies and helps lead new investments across Application and Infrastructure software. Prior to joining Insight, Ross was a member of the investment team at Thoma Bravo. During his tenure Ross completed multiple platform and follow-on software buyouts where his role included leading vertical sourcing initiatives, conducting operational and market due diligence and arranging financing commitments. Post investment, Ross was active at both the Board and company level supporting portfolio company operating improvements and inorganic growth initiatives. Previously Ross worked in the Corporate Finance/ Mergers & Acquisitions group at Morgan Stanley.
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About Insight Partners, Turnitin: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Mark Lessing
Managing Director, Chief Financial Officer of Insight Partners
Mark Lessing joined Insight in 2000 and is currently a Managing Director and the Chief Financial Officer. Mark serves on several of the firm’s executive committees and handles investor relations, including quarterly financial reporting, investor presentations, and communications to limited partners. He was integral to the firm’s efforts in raising its last several investment funds (totaling approximately $2.0 billion in 2011, $1.3 billion in 2007 and $0.7 billion in 2005). Additionally, Mark has been involved in the financial due diligence efforts on many of Insight’s investments since joining the firm in 2000. Subsequent to Insight’s investment in a company, Mark interacts with and supports the CFOs of Insight’s portfolio companies to help them negotiate with lenders, prepare board packages and financial reports, coordinate annual audits and evaluate the impact of new accounting rules. Prior to joining Insight, Mark was a Vice President at Prudential Securities, where he was responsible for a wide range of financial functions, including assessing the firm’s capital requirements, foreign exchange hedging and financial planning issues. Prior to that, Mark worked at J.P. Morgan, as part of the expense management team.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Ryan Hinkle
Managing Director of Insight Partners
Ryan Hinkle joined Insight in 2003 and has worked across many industries, geographies and deal structures, spanning internet, e-commerce, infrastructure and application software companies in Europe, Australia and North America. Ryan’s investments include growth equity, leverage buyouts, growth buyouts, and platform roll-ups. Current investments include eCommerce companies (Hayneedle, Fanatics, Newegg, Ozsale), mobile solution companies (AdColony, Branding Brand), SaaS/applications software companies (ECi Solutions, Kony Solutions, Smartsheet) and education companies (Chegg, Pluralsight). Ryan also works with Syncsort, a big data infrastructure company. Ryan oversaw Insight’s investments and subsequent acquisitions of Argus Software (acquired by Altus Group Ltd), Football Fanatics (acquired by GSI Commerce, now eBay) and Punch! Software (acquired by Navarre Corporation). Ryan works closely with the executive management of his investments and has stepped in as deputy-CFO on several occasions to help the teams. Ryan is also a key manager of the Analyst program at Insight with responsibility for recruiting, training, and mentoring. Prior to Insight, Ryan began his journey as a lifelong technology enthusiast by developing real-time electricity trading productivity tools with PPL Corporation. Ryan also worked with Morgan Stanley where he observed trader behavior and built software tools to increase their efficiency.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Eoin Duane
Managing Director of Insight Partners
Eoin Duane currently works as the Managing Director for Insight Partners. He previously worked at Introhive as a Board Member.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Laura Jo Snyder Felix
Director, Facilities & Administration of Insight Partners
Laura Jo Snyder Felix currently works as the Director, Facilities & Administration for Insight Partners. She previously worked at Global Thermostat as the Office Manager.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Nalanie Nath
Senior Director, Sales COE of Insight Partners
Nalanie Nath currently works as the Senior Vice President for Insight Partners. She previously worked at AppNexus as the Director of Global Field Operations.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Amitha Kurmala
Director, Technical & Strategic Projects of Insight Partners
Amitha joined Insight as a Director on the Data team, focused on managing technical and strategic initiatives. Prior to joining Insight, Amitha was a product manager on the digital team for a flexible workspace startup, Industrious, focused on cross-functional growth projects, including managing their external website and the rollout of their campaign attribution program. Previously, Amitha worked at Novantas, a fintech provider that offers digital solutions to banks to improve their ability to acquire customers and revenue. Amitha specifically provided US and Canadian clients both analytic and strategic support in creating a better-optimized network distribution. Before Novantas, Amitha was a sell-side equity derivative strategist for BNP Paribas and Goldman Sachs. Amitha holds an MBA from Columbia Business School and a BS in Operations Research from Cornell University.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Ian Sandler
Managing Director, Chief Operating Officer of Insight Partners
Ian Sandler is the Managing Director and COO of Insight Partner.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Josh Raines
Director of Data Initiatives of Insight Partners
Josh Raines currently works as the Director of Data Initiatives for Insight Partners. He previously worked at BlackRock as an Associate.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Merri Castillo
Senior Director, HR Technology & Talent of Insight Partners
Merri Castillo currently works as the Senior Director for Insight Partners. She previously worked at 1960 Family Practice as the Radiology Transcriptionist.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Richard Sarnoff
Managing Director of Kohlberg Kravis Roberts
Richard Sarnoff brings his extensive experience serving in senior leadership roles, including chief financial officer, and on the boards of directors of media and digital technology companies, and has served on our board of directors since August 2012. Since January 2011, Sarnoff has served as Managing Director and as senior advisor to Kohlberg Kravis Roberts & Co., a private equity firm. Previously, Sarnoff was employed by Bertelsmann, a diversified media and services company, where he served as the Co-Chairman of Bertelsmann, Inc. from 2008 to 2011 and the President of Bertelsmann Digital Media Investments from 2006 to 2011. Prior to those roles, Sarnoff served as the Executive Vice President and Chief Financial Officer of Random House, a subsidiary of Bertelsmann. Sarnoff also served as a member of the supervisory board of Bertelsmann from 2002 to 2008 and served as a member of the boards of directors of Activision Blizzard from 2005 to 2015,The Princeton Review from 2000 to 2009, of Audible from 2001 to 2008 and of Amdocs from 2009 to 2011. Sarnoff currently serves on the boards of directors of several privately held companies. Sarnoff holds a B.A. in art and archeology from Princeton University and an M.B.A. from Harvard Business School.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
James Rudy
Director, Principal Activities of Kohlberg Kravis Roberts
James Rudy (New York) joined KKR in 2008 and is a member of the Corporate Development team. Previously he was a member of the New York Private Equity team. Prior to joining KKR, Mr. Rudy was with Bear Stearns & Co., where he was involved in a variety of merger, acquisition and financing transactions. He holds a B.S., summa cum laude, from the McDonough School of Business at Georgetown University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Stephen Jordan
Director, Global Head of Tax of Kohlberg Kravis Roberts
Stephen Jordan (New York) joined KKR in 2014. Prior to joining KKR, Mr. Jordan was a tax partner in the law firm of Akin Gump Strauss Hauer & Feld LLP. He received a J.D., cum laude, from SMU Dedman School of Law and an LL.M. in taxation from New York University School of Law.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Greg Guest
Managing Director of Kohlberg Kravis Roberts
Greg Guest (New York) joined KKR in 2007 with a focus on KKR Capital Markets and KKR Private Equity Investors. Currently, Mr. Guest is involved in both debt and equity aspects of capital markets transactions, focusing primarily on developing distribution relationships with major institutional investors, marketing securities offerings, and providing assistance with capital structures. Prior to joining KKR, Mr. Guest spent twelve years at Citigroup Global Markets Inc. Most recently he served as managing director in Citigroup’s equity capital markets division covering a mix of global accounts such as Wellington, Gartmore, HBK, Morgan Stanley, T. Rowe Price, and Frontpoint. Mr. Guest began his career at Wellington as a research analyst on the $20 billion Windsor fund run by John Neff and Chuck Freeman covering financials and industrials. He holds a B.A. from Princeton University.
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About Kohlberg Kravis Roberts, Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Cade Thompson
Director, Capital Markets of Kohlberg Kravis Roberts
Cade Thompson (New York) joined KKR in 2011 as a member of the KKR Capital Markets team. Prior to joining KKR he was a senior member in the Americas Financing Group at Goldman, Sachs & Co. where he focused on leveraged finance capital markets and distribution. Previously, Mr. Thompson held positions with Banc of America Securities and Wachovia Securities. He received a B.B.A. in Finance from the University of Georgia.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Edward Law
Managing Director, Capital Markets of Kohlberg Kravis Roberts
Edward Law (New York) joined KKR in 2010 and is a member of KKR Capital Markets, focused on providing equity capital markets advice to corporates globally. Mr. Law transferred from London to New York in 2012. He has worked in the industry for over 22 years. Prior to joining KKR, Mr. Law was head of Western European Equity Capital Markets at Deutsche Bank. He has also worked in the equity capital markets team at Citigroup Global Markets and at James Capel. He holds a B.A. with honors from Exeter University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Terence Gallagher
Managing Director of Kohlberg Kravis Roberts
Terence P. Gallagher (New York), a Director on the finance team, joined KKR in 2005. He was previously a Firm Director in the Private Equity Group of Deloitte & Touche LLP. Mr. Gallagher graduated from Pace University in 1986 with a bachelor’s degree in Business Administration and received a master’s degree in Taxation from Pace University in 1993. He is licensed in the state of New York as a Certified Public Accountant.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Webster Chua
Director, Principal Activities of Kohlberg Kravis Roberts
Webster B. Chua (New York) joined KKR in 2006 and is a member of KKR’s Principal Activities team and Head of Strategic Stakes. From 2006 to 2013, he was a member of the private equity team where he was involved with the investments in First Data Corporation, IPREO, Legg Mason, and Visant Corporation. He is currently on the board of directors of Visant Corporation. Prior to joining KKR, he was with Goldman, Sachs & Co. in its technology, media, and telecommunications investment banking group, where he was involved in a number of merger, acquisition, and financing transactions. He holds a B.S., summa cum laude, from the Wharton School of the University of Pennsylvania.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Steve Schepps
Director, KKR Capstone of Kohlberg Kravis Roberts
Steve Schepps (New York) joined KKR Capstone in 2009. Mr. Schepps leads KKR’s Capstone’s Global Cross-Portfolio Indirect Procurement Program. In this role he leverages the combined portfolio spend in commonly purchased indirect (non-inventory) expense areas in order to reduce the costs paid by portfolio companies. Prior to joining KKR Capstone, he was a Director of Consulting Services at CGI Inc, and a Vice President at Silver Oak Partners, Inc. Previously, he was a strategy consultant at the Mitchell Madison Group and served as a Captain and Senior Pilot in the U.S. Air Force. Mr. Schepps holds a B.S. with honors from CCNY and an M.B.A. from the Wharton School of the University of Pennsylvania.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Waldemar Szlezak
Managing Director of Kohlberg Kravis Roberts
Waldemar Szlezak currently serves as a Managing Director in the private equity group of Soros Fund Management LLC (“SFM”). Prior to joining SFM, he worked at Soros Private Equity Investors and prior to that, in the Mergers & Acquisition Investment Banking group at Credit Suisse First Boston in New York. Mr. Szlezak currently serves on the board of directors of Guinness Peat Group plc, Coats plc, Hyperoptic Ltd, TowerCo 2013 LLC, Helios Towers Africa Ltd, ExteNet Systems Inc., Quattro Consultoria em Telecomunicacoes Ltda, and GSRP LLC. He earned his B.S. in Industrial Engineering & Operations Research from Columbia University in New York, NY and his B.A. in Mathematics from Knox College in Galesburg, IL.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Blaine MacDougald
Director & Co-head of Credit Research, Credit of Kohlberg Kravis Roberts
Blaine MacDougald (New York) joined KKR in 2011 and serves as Co-Head of Credit Research for Credit. In addition, he is responsible for covering a number of sectors for Credit and for managing several pools of opportunistic capital. Mr. MacDougald is also a member of Credit’s Portfolio Management Committee. Prior to joining KKR, Mr. MacDougald was a vice president with the Credit Opportunities Group at D.E. Shaw & Co, where he invested in public and private equity and credit opportunities. Previously, he was an associate at RBC Capital Markets. He earned his B.S. in Mechanical Engineering from Queen’s University, and is a CFA Charterholder.
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Dev Gopalan
Director, Credit of Kohlberg Kravis Roberts
Dev Gopalan (New York) joined KKR in 2010 and is a Director in KKR Credit and serves as head of U.S. Private Credit. Previously, Mr. Gopalan worked at the Canada Pension Plan Investment Board as a principal in private investments and private debt. Prior to that, he worked for Barclays Capital, Goldman Sachs, and JPMorgan Chase in high yield capital markets as well as high yield/leverage loan research covering a variety of sectors. He currently sits on the board of directors of LCI Helicopters Limited, Battery Point Trust, LLC, Towergate Insurance Limited and DCAL Aviation Finance Limited and serves on the limited partner advisory committee of Star Mountain Multi-Manager Credit Platform, LP. Mr. Gopalan is also on the board of Rebound Hounds, a non-profit organization. He has a M.A. in International Finance from Brandeis University and a B.S. from Georgetown University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Janice Cook Roberts
Director, Client and Partner Group of Kohlberg Kravis Roberts
Janice Cook Roberts (New York) joined KKR in 2007 and is a member of KKR’s Client and Partner Group. Prior to joining KKR, Ms. Roberts was co-CEO of the New York City Investment Fund. Ms. Roberts focused on developing the strategy of this civic venture fund, identification and execution of transactions and monitoring portfolio companies. Previously, Ms. Roberts was an executive director in MCA/Universal’s Home Entertainment Group (now owned by Comcast) and was with Bankers Trust in its corporate finance department. Ms. Roberts earned a B.A. from Amherst College and an M.B.A. from Harvard Business School. Ms. Roberts serves on the board of directors of The Robert Toigo Foundation.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Philip Kim
Managing Director of Kohlberg Kravis Roberts
Philip Kim (New York) joined KKR in 2012 and is a member of KKR Capital Markets. Mr. Kim is responsible for managing the firm’s interest rate and foreign exchange exposure. Prior to joining KKR, Mr. Kim was with Morgan Stanley in its corporate derivatives group. He holds a B.A. from Stanford University.
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Henry C. Hager
Director, Client and Partner Group of Kohlberg Kravis Roberts
Henry C. Hager (New York) joined KKR in 2011 and is a member of the Client and Partner Group. He has been involved in the Firm’s global capital raising activities and currently works as a product specialist focused on energy and infrastructure. Prior to joining KKR, he was with Constellation Energy in its corporate strategy and development group, where he was involved in a number of merger, acquisition, and other corporate advisory transactions. He holds an M.B.A. from the Darden School of Business at the University of Virginia and a B.S. from Wake Forest University. Mr. Hager is an active board member of the Building Conservation Trust.
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Anthony C. Hass
Managing Director, Client and Partner Group of Kohlberg Kravis Roberts
Anthony C. Hass (New York) joined KKR in 2003 and is a member of KKR Client and Partner Group. Mr. Hass is involved in institutional investor coverage and capital raising activities. Prior to joining KKR, Mr. Hass was with Deutsche Bank, Bankers Trust, and Lehman Brothers. Mr. Hass holds a B.A. from Trinity College and an M.B.A. from the Anderson School at UCLA.
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Saul Kopelowitz
Private Equity Director of Kohlberg Kravis Roberts
Saul Kopelowitz (New York) joined KKR in 2015 and is a member of the Technology, Media & Telecommunications industry team. Prior to joining KKR, Mr. Kopelowitz was with The Carlyle Group, where he worked on investments in the financial services sector. Prior to Carlyle, he was a member of the financial institutions group at J.P. Morgan, focusing on financial technology companies and banks. Mr. Kopelowitz holds a B.S.B.A., summa cum laude, from the Olin Business School at Washington University in St. Louis and an M.B.A. from Harvard Business School.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
J.B. Kiley
Director, Client and Partner Group of Kohlberg Kravis Roberts
J.B. Kiley (New York) joined KKR in 2009 and is a relationship manager in the Client and Partner Group. Prior to joining KKR, he was an alternative investment product specialist within Goldman Sachs Asset Management. Before joining GSAM, Mr. Kiley was a relationship manager in the pension solution groups of both Lehman Brothers and Morgan Stanley. Mr. Kiley has worked with institutional investors on issues related to alternative investments, synthetic beta solutions, complex portfolio restructurings, and ALM since 1999. Mr. Kiley received a B.A. in Economics from Washington and Lee University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Steve Codispoti
Director, Finance of Kohlberg Kravis Roberts
Steven Codispoti (New York) joined KKR in 2012 and is a Director in the Finance department responsible for Private Fund Business Operations. Prior to joining KKR, he was the chief financial officer for BAML Capital Partners, also known as Merrill Lynch Global Private Equity. It was at Merrill Lynch where he spent the prior 16 years holding a variety of roles within the global private equity division. He holds a B.A. in Accounting from Pace University.
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George Mueller
Managing Director of Kohlberg Kravis Roberts
George Mueller (New York) joined KKR in 2009 and is a member of KKR Capital Markets. Prior to joining KKR, he worked at Barclays Capital where he worked in high yield credit research, credit trading, and capital markets with a focus on high yield, leveraged loan, and mezzanine transactions. Mr. Mueller holds a B.A., magna cum laude, from Vanderbilt University.
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Billy Butcher
Director, Real Estate of Kohlberg Kravis Roberts
Billy Butcher (New York) joined KKR in 2004 and is a member of the real estate team. Prior to helping to establish the firm’s dedicated real estate business, Mr. Butcher worked in the Firm’s corporate private equity business, including moving to Tokyo in 2006 and 2007 to assist in developing KKR’s pan-Asian operations. Prior to joining KKR, he was at Goldman, Sachs & Co. in its technology, media and telecommunications investment banking group, where he was involved in a number of merger, acquisition, and financing transactions. He holds an A.B., summa cum laude, from Princeton University, and an M.B.A. from the Stanford University Graduate School of Business, where he was the Henry Ford II Scholar and an Arjay Miller Scholar.
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Brandon Donnenfeld
Director of Kohlberg Kravis Roberts
Director at Kohlberg Kravis Roberts.
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Helenmarie Rodgers
Managing Director, KKR Prisma of Kohlberg Kravis Roberts
Helenmarie Rodgers (New York) joined KKR Prisma, which previously conducted business as Prisma Capital Partners LP, in 2004. Ms. Rodgers is part of the Client and Partner Group, focusing on customized hedge fund solutions. Prior to joining KKR Prisma, she was a managing director of institutional client management at J.P. Morgan Alternative Asset Management. Previously, Ms. Rodgers was managing director and head of worldwide marketing and product development for Chase Alternative Asset Management, the predecessor firm to J.P. Morgan Alternative Asset Management. Formerly, she was a portfolio specialist for several funds of hedge funds and feeder funds at Union Bancaire Privee, Geneva, Switzerland. Ms. Rodgers’ rior career positions include: senior vice president for the World Gold Council in Geneva, Switzerland; vice president at Salomon Brothers, NY in the pension consulting, real estate corporate finance and fixed income capital markets groups; and corporate lending officer at Continental Bank in Chicago. Ms. Rodgers holds a B.A. degree from Tulane University and an M.B.A. from The Wharton School, University of Pennsylvania.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Lesley Nurse
Director, Client and Partner Group of Kohlberg Kravis Roberts
Lesley Nurse (New York) joined KKR in 2010 and is a member of KKR’s Client and Partner group. Prior to joining KKR, she was managing director and head of consultant relations at PineBridge Investments (formerly AIG Investments) focused on the cultivation and development of relationships within the investment consultant community. Ms. Nurse’s prior experience includes consultant relations, sales and marketing roles at Deutsche Asset Management and PaineWebber. She holds a B.S. with honors from the Pennsylvania State University and is a CFA Charterholder.
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Peggy Shaughnessy
Managing Director, Business Operations of Kohlberg Kravis Roberts
Peggy Shaughnessy (New York) joined KKR in 2012 as the Global Head of Office Operations. She is responsible for the management and integration of internal operations across the world. She also oversees the execution of all Investor events globally throughout the year. Ms. Shaughnessy joined from Goldman Sachs with considerable operational and managerial experience across a wide range of support activities, functions and regions over the course of her 20 years there, most recently as managing director and global head of hospitality and retail operations. She serves on the board of The Great Oaks Foundation, a non-profit organization founded with the mission of supporting the achievement of public school students.
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Amanda Siegel Lansky
Managing Director, Customized Portfolio Solutions of Kohlberg Kravis Roberts
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Craig Larson
Managing Director, Investor Relations of Kohlberg Kravis Roberts
Craig Larson (New York) is the Head of Investor Relations for KKR and leads KKR’s efforts to engage with public investors and industry analysts. Prior to this role, Mr. Larson was a member of the Client and Partner Group. Mr. Larson joined KKR in 2009 after spending 17 years at Citigroup Global Markets Inc. where he was a managing director in the global communications franchise. While at Citigroup, Mr. Larson played a leading role on a broad array of merger and acquisition and financing assignments for global media and telecommunications clients. Mr. Larson graduated with a B.A. with honors from Queen’s University in Kingston, Canada.
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Mike Shea
Director, Finance of Kohlberg Kravis Roberts
Michael T. Shea (New York) joined KKR in 2008 and is a Director in the Finance Department responsible for public company financial accounting and reporting. Prior to joining KKR, he was a manager within the Assurance Practice of PricewaterhouseCoopers LLP. He holds a Bachelor’s degree in Accountancy and a Minor in Management Information Systems from Villanova University. He is also a Certified Public Accountant.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Donna Heitzman
Director, Hedge Funds of Kohlberg Kravis Roberts
Donna Heitzman (New York) joined KKR Prisma, which previously conducted business as Prisma Capital Partners LP, in 2004. Ms. Heitzman is a Portfolio Manager, with a specific focus on event, credit, and distressed hedge fund strategies. Prior to joining KKR Prisma, she served as a portfolio manager in the capital market strategies group at AEGON facilitating the portfolio’s significant growth and broad diversification across all hedge fund strategies with a specialty in researching and implementing new strategies. Prior to this role and also at AEGON USA, she served as the director of private placements, responsible for credit research and private placement production and as director of the financial division, where she was responsible for fixed income investment portfolio analysis. Previously, she was an audit supervisor at Coopers and Lybrand, specializing in the manufacturing and financial institution sectors of both publicly held and privately owned clients. Ms. Heitzman received a B.S. in Accounting, with high honors, from the University of Louisville. She is also a CFA Charterholder and a Certified Public Accountant.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Mohani Singh
Director, Finance of Kohlberg Kravis Roberts
Mohani D. Singh (New York), a Director in Finance on the Private Markets – Funds team, joined KKR in 1998. Prior to joining KKR, Mrs. Singh was a Tax Manager with the tax practice office of Deloitte & Touche. Mrs. Singh graduated from Baruch College with a bachelor’s degree in Business Administration in Accountancy in 1991 and an M.B.A. in Taxation in 1993. She is licensed in the state of New York as a Certified Public Accountant.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Thomas Kim
Director & Global Risk Manager, KKR Capstone of Kohlberg Kravis Roberts
Thomas Kim (New York) joined KKR Capstone in 2010 as Principal & Global Risk Manager.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Nicholas Zeitlin
Director, KKR Capstone of Kohlberg Kravis Roberts
Nicholas Zeitlin (New York) joined the firm in 2005 and is a Director in KKR Capstone. He moved to the London office in 2011 and returned to New York in 2014. At KKR Capstone, Mr. Zeitlin has worked with many of the KKR industry teams – including Financial Services, Industrials, Technology, Media, and Health Care – and KKR portfolio companies – including Avago, First Data, Lake Region Medical, Nielsen, SunGard Availability Services, and Tarkett. He has also helped to launch several KKR portfolio initiatives, including Strategic Sourcing and Innovation. He previously worked for McKinsey & Company in New York where he focused on the high technology, telecommunications, and healthcare industries. Mr. Zeitlin holds a B.A. with honors from Harvard University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Robert Dusel
Director of Kohlberg Kravis Roberts
Robert Dusel is the Director at KKR.
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Kathy Chang
Director, Private Markets Operations of Kohlberg Kravis Roberts
Katherine Chang (New York) joined KKR in 2010. She was previously with Pricewaterhouse Coopers’ Transaction Services group where she worked across a number of industries on managing projects ranging from IPO’s, SEC registrations, financial reporting process and technology improvement. At KKR, Ms. Chang has been responsible for KKR’s Private Equity portfolio company reporting operations team and leads the business analysts responsible for the Americas Private Markets and Capital Raising Technology. She holds a B.A. in Economics from Boston College, an M.B.A. and M.S. Accountancy from Northeastern University and is a Certified Public Accountant.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Kristi Huller
Director of Communications, Americas of Kohlberg Kravis Roberts
Kristi Huller is the Director of Communications, Americas at Kohlberg Kravis Roberts.
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Joshua T. Weisenbeck
Director, Private Equity of Kohlberg Kravis Roberts
Joshua Weisenbeck (New York) joined KKR in 2008 and is a member of the Industrials industry team. He has been actively involved with the investments in Capsugel, Capital Safety and Gardner Denver, and has portfolio company responsibility for BrightView. He currently sits on the Boards of Capsugel, Gardner Denver, and BrightView. He was formerly a Director of Capital Safety during the time that KKR owned it from 2012 until the successful sale of the company to 3M in 2015. Prior to joining KKR, Mr. Weisenbeck was with Onex Corporation, focusing on Industrials private equity transactions, including Onex’s investment in Allison Transmission. Prior to Onex, he worked for Lazard Freres & Co. in its Power & Energy group, where he was involved in a number of merger and acquisition transactions. He holds a B.A. with honors, magna cum laude, Phi Beta Kappa, from Williams College.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Joan Lavin
Director, Human Resources of Kohlberg Kravis Roberts
Joan B. Lavin (New York) joined KKR as Chief Learning Officer in 2010. Previously Ms. Lavin ran her own Executive Coaching Practice in Europe from 2006-2009, providing one-on-one leadership coaching to senior executives and high-potential business leaders to increase their individual effectiveness in leading businesses and teams. Prior to running her own business, Ms. Lavin was Vice President of the Goldman Sachs Pine Street Executive Leadership Development Group in New York. She holds a B.A. in Psychology from Baruch College in New York, is a certified Executive Coach, and is licensed with the British Psychological Society to conduct psychometric assessments for coaching clients.
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Jason Carss
Managing Director of Kohlberg Kravis Roberts
Jason Carss (New York) joined KKR in 2008. Prior to joining KKR, he was an attorney at Linklaters LLP in New York for five years. While at Linklaters, he represented a number of alternative asset managers, including KKR, in connection with structuring, raising and operating investment funds. Mr. Carss holds a B.A. from Columbia University and a J.D. from Fordham Law School.
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Justin Pattner
Director, Real Estate of Kohlberg Kravis Roberts
Justin Pattner (New York) joined KKR in 2011 and is a member of the Real Estate industry team. Prior to joining KKR, Mr. Pattner was at Eton Park Capital Management where he focused on real estate and real estate related opportunities. Prior to Eton Park, he worked with Lehman Brothers Real Estate Private Equity and Lubert Adler Partners where he was involved in sourcing, evaluating, and managing private real estate transactions. He holds a B.A., magna cum laude, from the University of Pennsylvania.
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John Knox
Director of Kohlberg Kravis Roberts
John J. Knox (New York) joined KKR in 2008 as a Controller for our hedge fund and capital markets groups.
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James Connolly
Director, Capital Markets of Kohlberg Kravis Roberts
James Connolly (New York) joined KKR in 2012 as a member of KKR’s Capital Markets team. Prior to joining KKR, Mr. Connolly was with Nomura Securities as a managing director on the Convertible Bond sales desk, advising some of the world’s largest mutual and hedge funds. Previously, Mr. Connolly was a director on the international convertible bond desk at Citigroup. Additionally, he was a pilot in the US Navy for eight years. Mr. Connolly received a B.A. from Cornell University and an M.B.A. from Columbia Business School.
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Brett Kelly
Director – Real Estate of Kohlberg Kravis Roberts
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Daniel Parant
Managing Director, Co-Head of Private Wealth Partners of Kohlberg Kravis Roberts
Daniel B. Parant (New York) joined KKR in 2012 and is a member of the Client and Partner Group. Prior to joining KKR, Mr. Parant was a vice president and head of alternatives business development for intermediary distribution at Neuberger Berman, and previously was a member of the absolute return strategies business at Lehman Brothers. Prior to joining Lehman Brothers, Mr. Parant worked as an associate in the capital markets consulting group at Thomson Financial. Mr. Parant holds a B.S. in Applied Economics and Management from Cornell University.
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Amy C. Stuart
Director, Client and Partner Group of Kohlberg Kravis Roberts
Amy C. Stuart (New York) joined KKR in 2007 and is a member of the Client and Partner Group. She has been involved in the Firm’s global capital raising activities and currently works as a product specialist focused on private equity activities. Prior to joining KKR, she was with Lehman Brothers in its global natural resources group, where she was involved in a number of merger, acquisition, and other corporate advisory transactions. She holds a B.A. from the University of Texas at Austin.
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Kendra Decious
Director, Finance of Kohlberg Kravis Roberts
Kendra L. Decious (New York) is a Director in KKR’s Finance Group. Ms. Decious joined KKR in 2006 and served as the Chief Financial Officer for the managing general partner of KKR Private Equity Investors, L.P until 2010. Previously, Ms. Decious served in several senior capacities at KKR private equity portfolio companies, including as Vice President, Controller for KinderCare Learning Centers, Inc., Chief Financial Officer for KC Distance Learning, Inc. and Director, SEC and Financial Reporting for Red Lion Hotels, Inc. Prior to working with KKR, she served as VP Corporate Controller for The Kushner-Locke Company and began her career in the audit practice of KPMG LLP. Ms. Decious graduated with honors from the University of California, Santa Barbara, with a B.A. in Business Economics and with distinction from Ellis College, New York Institute of Technology, with an M.B.A. Ms. Decious is a certified public accountant.
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Christopher Kim
Director: Global Head of Employee Experience – Benefits – Wellness of Kohlberg Kravis Roberts
Christopher Kim (New York) joined KKR in 2014 and is the Global Benefits Manager. Mr. Kim is responsible for managing KKR’s global benefit programs as well as developing and advancing a consistent global strategy across health & welfare and retirement plans. Prior to joining KKR, Mr. Kim was the global head of benefits and wellness at Bloomberg. He also previously worked at Goldman Sachs in various benefits and compensation roles. He holds a B.S. in Industrial and Labor Relations from Cornell University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Philipp Schumacher
Director, Information Technology of Kohlberg Kravis Roberts
Philipp Schumacher (New York) is a Director in KKR’s Information Technology group with global responsibility for the Management Companies’ Finance, HR and Corporate systems. Prior to joining KKR in 2012, he spent 12 years with PwC’s Technology Consulting practice in Luxembourg, Berlin and New York where he managed large scale, global ERP system implementation initiatives. Mr. Schumacher obtained his M.Sc. in international business from HEC Management School – University of Liège and holds a B.Sc. from Hautes Études Commerciales de Liège as part of which he spent a semester at HEC Montréal. He is a native German and French speaker and is fluent in English, Dutch, and Spanish.
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Joan Lacagnina
Managing Director, Finance of Kohlberg Kravis Roberts
Joan Lacagnina (New York), a Managing Director in Finance on the Private Markets-Funds team, joined KKR in 1997. Prior to Ms. Lacagnina’s 16 years with KKR, she was a Senior Manager with the tax practice office of Deloitte & Touche. Ms. Lacagnina graduated from St. John’s University in 1988 with a bachelor’s degree in Business Administration and earned her Masters degree in Taxation from Pace University in 1995. She is licensed in the state of New York as a Certified Public Accountant.
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Neil R. Brown
Managing Director, KKR Global Institute and KKR Infrastructure of Kohlberg Kravis Roberts
Neil R. Brown (New York) joined KKR in 2014 and is the Director of Policy and Research of the KKR Global Institute. Previously, Mr. Brown served on the senior staff of the U.S. Senate Foreign Relations Committee and Senator Richard Lugar and was a senior advisor at Goldwyn Global Strategies. He is a fellow at the German Marshall Fund and serves on the boards of The Lugar Center, U.S. Extractive Industry Transparency Initiative advisory committee for the U.S. Department of Interior, Merton College Charitable Corporation, and Association of American Rhodes Scholars. Mr. Brown graduated with a B.A. from Harvard University and M.Sc and M.Phil from Oxford University, which he attended as a Rhodes Scholar.
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Gary H. Jacobs
Managing Director, Capital Management Group of Kohlberg Kravis Roberts
Gary H. Jacobs (New York) joined KKR in 2008 to provide risk management, derivative structuring and trading insight to the Capital Markets business. Since 2009, he has been focused exclusively on capital management within Treasury. Prior to joining KKR, Mr. Jacobs was a managing director at Citigroup within the equities division where he spent 16 years trading options, derivatives, convertibles and cash equities. Mr. Jacobs received a B.A. from Columbia College and an M.B.A. from New York University.
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Douglas Brody
Managing Director of Kohlberg Kravis Roberts
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David McNellis
Managing Director, Global Macro & Asset Allocation of Kohlberg Kravis Roberts
David McNellis (New York) joined KKR in 2011 and is a member of KKR’s Global Macro and Asset Allocation team. Prior to joining KKR.
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Brad Bellomo
Director, Finance of Kohlberg Kravis Roberts
Brad Bellomo (New York) joined KKR in 2011 and is a Principal in the Internal Audit team. Prior to joining KKR, he was an executive director in the finance department of Morgan Stanley, where he supported the real estate private equity business. Prior to his role in finance, Mr. Bellomo worked for nine years in Morgan Stanley’s internal audit division focusing on the audits of the investment management and merchant banking business. He earned his Bachelor of Science in Industrial Engineering from Rutgers University and an M.B.A. from Leeds University in England. He is a CFA Charterholder and a member of the New York Society of Securities Analysts (NYSSA).
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About Kohlberg Kravis Roberts, Kohlberg Kravis Roberts, Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Nonie Lame
Director, Human Resources of Kohlberg Kravis Roberts
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Joel Traut
Director, Real Estate of Kohlberg Kravis Roberts
Joel Traut (New York) joined KKR in 2015 and is a member of the Real Estate team. Prior to joining KKR, he spent thirteen years at GE Capital, most recently as a region manager at GE Capital Real Estate where he led their northeast commercial team, focused on sourcing, structuring, and negotiating first mortgage and mezzanine loans. Mr. Traut graduated from the University of Kentucky and holds a B.B.A., Summa Cum Laude, in Finance and Marketing.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Anthony Cesare
Director & Real Estate Private Equity Controller of Kohlberg Kravis Roberts
Anthony Cesare is the Director- Real Estate Private Equity Controller at KKR.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Rony Ma
Director of Kohlberg Kravis Roberts
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Brian Wieber
Director, Finance of Kohlberg Kravis Roberts
Brian Wieber (New York) joined KKR in 2010 and is the Chief Audit Executive. He has over 25 years of progressive experience in financial, operational, and information technology audit. Mr. Wieber joined KKR from Lazard Freres & Co., where he was a senior vice president and audit director with global audit responsibilities for asset management. Prior to that, Mr. Wieber was with Morgan Stanley & Co. for eighteen years, finishing his tenure as the senior vice president, audit director. He holds an M.B.A. in Finance from Fordham University and a B.S. in Accounting and Finance with honors from New York University. He has served as President and Vice President of the Internal Auditors Society of the Security Industry and Financial Markets Association (SIFMA), is NASD Series 7, 63, and 27 registered, and is a member of the American Institute of Certified Public Accountants and the New York State Society of CPAs.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Ari Barkan
Director, Client and Partner Group of Kohlberg Kravis Roberts
Ari Barkan (New York) joined KKR in 2012 and is a member of the Client and Partner Group, focusing on institutional clients in the Midwest region of the U.S. Prior to joining KKR, Mr. Barkan was a managing director in Credit Suisse Asset Management performing a similar role from 2009 until early 2012. Previously, he spent 12 years at Citigroup where he held both asset management and corporate banking roles. At Citigroup, Mr. Barkan served as a director in the Citi Alternative Distribution Group (CADG) between 2006 and early 2009. Before joining CADG, he served as chief of staff to the vice chairman of Citigroup and, for six years, held various corporate banking and relationship management positions in Turkey, Indonesia, Singapore, Mexico, Hungary, and Australia. Mr. Barkan holds a Masters in International Affairs from Columbia University and Bachelor of Arts from the University of California, Berkeley.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Peter Zakowich
Director, IC Member & Portfolio Manager of Kohlberg Kravis Roberts
Peter Zakowich (New York) joined KKR Prisma in 2006. He is a member of KKR Prisma’s Investment Committee and a portfolio manager, responsible for portfolio and client management. Prior to joining KKR Prisma, Mr. Zakowich was an associate portfolio manager at J.P. Morgan Alternative Investments. Prior, he was an equity analyst at Edge Capital, a long/short equity hedge fund focusing on the technology and media sectors. Mr. Zakowich began his career at Putnam Investments as an investment associate covering global companies across the media, advertising, and automotive/industrial industries. Mr. Zakowich holds a B.A. from Harvard University and an M.B.A. from New York University, Stern School of Business.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Brian Dillard
Director, Credit of Kohlberg Kravis Roberts
Brian Dillard (New York) joined KKR in 2006 and is a member of special situations investing business within Credit. Prior to joining the special situations team, Mr. Dillard was a member of the private equity team and has been involved with the investments in Harman International and Oriental Brewery. In 2008 and 2009, he worked in Hong Kong assisting in the development of KKR’s Asian operations. Prior to joining KKR, he was at Morgan Stanley & Co. in its mergers and acquisitions investment banking group, where he was involved in a number of merger, acquisition, and financing transactions. He holds an A.B. in Computer Science from Harvard College and an M.B.A. from Harvard Business School.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Hilary McNamara
Director, Business Operations of Kohlberg Kravis Roberts
Hilary McNamara (New York) joined KKR in 2011 and is a member of the Human Resources team, where she focuses on administration of the firm’s equity award, compensation, and relocation programs. Prior to joining KKR, Ms. McNamara managed compensation for the global mobility team at Marsh & McLennan Companies, Inc. Prior to her tenure at Marsh & McLennan, she was a vice president at Lehman Brothers in New York and London, managing the International HR team and then the Equity Award Program. Ms. McNamara holds a B.A. from The College of William & Mary and an M.B.A. from Thunderbird School of Global Management.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Elizabeth Hammond
Director, Client and Partner Group of Kohlberg Kravis Roberts
Elizabeth Hammond (New York) joined KKR’s Client and Partner Group in 2009. Prior to joining KKR, she was a director at Citi Alternative Investments where she was involved in consultant relations and had responsibility for managing the RFP team. Ms. Hammond has 20 years of experience working in asset management sales and marketing. Her prior experience includes Siguler Guff, Deutsche Asset Management, and Lynch & Mayer. She holds a B.S. from the College of Charleston and an M.B.A. from Fordham University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Alexander Hwang
Director of Kohlberg Kravis Roberts
Alexander Hwang (New York) joined KKR in 2014 and focuses on specialized products and services.
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About Kohlberg Kravis Roberts, Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Christopher Arena
Director, Finance of Kohlberg Kravis Roberts
Christopher Arena (New York) joined KKR’s Internal Audit team in 2011. Mr. Arena collaborates on all aspects of Internal Audit’s risk based universe and four-year plan. He is directly responsible for the audit execution of the Public Markets segment. Previously, Mr. Arena acted as an executive eirector and global head of the asset management division for Morgan Stanley Internal Audit. In this role, he was responsible for all aspects of the cyclical internal audit plan including oversight of the full time staff located in five regional locations. Prior to Morgan Stanley, he worked for both Merrill Lynch and Bankers Trust in various capacities supporting the business-side of asset management. Mr. Arena holds a Bachelor’s degree in Economics from Rowan University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Sean Nelson
Director of Kohlberg Kravis Roberts
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Mark Hunt
Director, Capital Management Group of Kohlberg Kravis Roberts
Mark Hunt (New York) joined KKR as a consultant in 2008 before becoming an employee of the Firm in 2010. Mr. Hunt brings over 25 years of experience in the equity and fixed-income markets to his role in helping KKR build public market investing and trading capabilities. Prior to joining KKR, Mr. Hunt was a managing director with responsibility for all U.S. equity trading operations for Citigroup, after having run Citigroup’s global convertible sales, research, and trading operation for over 15 years. Mr. Hunt graduated with a B.S. in Finance and Computer Science from Albany State University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Mark Hunt
Director, Capital Management Group of Kohlberg Kravis Roberts
Mark Hunt (New York) joined KKR as a consultant in 2008 before becoming an employee of the Firm in 2010. Mr. Hunt brings over 25 years of experience in the equity and fixed-income markets to his role in helping KKR build public market investing and trading capabilities. Prior to joining KKR, Mr. Hunt was a managing director with responsibility for all U.S. equity trading operations for Citigroup, after having run Citigroup’s global convertible sales, research, and trading operation for over 15 years. Mr. Hunt graduated with a B.S. in Finance and Computer Science from Albany State University.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Catherine Kong
Director of Research and Incubation of Thrive Capital
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About Thrive Capital: Thrive Capital is a venture capital investment firm that focuses on building and investing in the software and technology-enabled companies.
Nolan English
Director of US Operations of SOSV
Nolan English is the Director of Community and U.S. Operations, where he is responsible for building the global SOSV alumni community, including managing over $600,000 worth of partner perks available to SOSV companies, developing alumni tools and organizing programming for founders. He also oversees SOSV’s operations in the US, supporting program expansion and special projects. Nolan first joined SOSV as a Program Manager for Food-X in 2014, running day-to-day operations of the program and portfolio management. Prior to SOSV Nolan worked in Washington DC in the corporate meeting and events industry. Nolan holds a BA in Literature from Bard College.
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About SOSV: SOSV is a global VC firm with $1B AUM and 1,000+ investments, that operates HAX, IndieBio, Chinaccelerator, MOX, and dlab.
Biser Dimitrov
Director, Product Development & Innovation of Mastercard
Biser is one of the veterans in the blockchain space with first-class expertise in Ethereum and Hyperledger. Previously he co-founded BlockEx, which creates an innovative digital asset exchange platform with bonds issuance capabilities. His capacities include developing, implementing, and supervising the entire life-cycle of blockchain-based digital assets, including origination, issuance, exchange, settlement, and redemption. Biser also provided professional enterprise blockchain consultancies for Fortune 500 banks and large corporations, among other initiatives.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Anand Menon
Director of Mastercard
Anand Menon is Director, New Consumers at Mastercard. In this role, he is responsible to drive the strategy and product roadmap to help MasterCard reach financial excluded and under-served consumers around the world. His focus areas are facilitating electronic/digital G2P payments, building partner propositions to capture key flows, and exploring alternative channels to increase product usage and allow for meaningful inclusion. Anand has spent much of the last decade focused on financial inclusion, first in microfinance and then with a focus on digital financial services. Prior to MasterCard, Anand was with Accion, where he worked with financial institutions and innovative fin-tech companies to help achieve financial inclusion through the smart use of digital technologies and distribution channels. Anand has also worked with Bankable Frontier Associates (BFA), where he provided strategic input to mobile operators, banks, insurers and payment providers on strategies to leverage digital channels to advance financial inclusion. Prior to BFA, Anand was the microfinance advisor to Graham Wrigley (Chairman of CDC, UK), cut his teeth on grassroots development finance issues at Intellecap, a microfinance advisory firm in India. Anand also had mainstream consulting stints with KPMG consulting, EY transaction advisory & the UBS corporate strategy team. His alma mater is the University of Mumbai, and graduated in 2002 with a degree in Management and a specialization in International Finance.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Mandar Kawle
Senior Director of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Maddie Callis
Director, City Possible of Mastercard
Maddie Callis leads Mastercard’s recently launched City Possible platform, a new partnership model formed to unite the private and public sectors to benefit cities and drive inclusive, sustainable growth.Maddie works closely with Mastercard’s regional teams, City governments and corporate partners to co-develop and scale urban solutions. Prior to joining Mastercard, Maddie worked at start-ups and nonprofits where she held leadership roles in operations and partnership development. She received a Master’s in Psychology from Teachers College, Columbia University and served as a Rotary International Fellow in Rio de Janeiro, Brazil where she worked in favelas and pursued graduate studies.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Bharath Balasubramanian
Director, Digital Payments of Mastercard
Bharath has a Bachelor’s degree in Computer Science and Engineering from the University of Madras, India; a Master’s degree in Computer Engineering from the University of Illinois, Chicago; and an MBA from the Thunderbird School of Global Management at Arizona State University.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
James Sinclair
Managing Director, Healthcare Investment Banking of Goldman Sachs
James Sinclair is a managing director in the Consumer Retail and Healthcare Group covering healthcare services and technology companies. Previously, he was a healthcare services equity research analyst. Jim first joined Goldman Sachs in 2002 as an analyst and rejoined the firm in 2007 as an associate. He was named vice president in 2010 and managing director in 2015. Jim serves as a member of the Advisory Board for Ben’s Friends, a nonprofit focused on building online communities for patients with rare diseases. Jim earned a BA in Economics, magna cum laude, from Duke University in 2002, a JD from Northwestern University School of Law and an MBA from the Kellogg School of Management at Northwestern University in 2007.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
