Our Team

Our experts bring a unique mix of operating acumen and investment expertise.

  • Tracy Fauls

    Director of Talent & Development

  • Kelli Fitzpatrick

    Fund Accounting Manager

  • Kelly Fortney

    Senior Executive Assistant

  • Claudia Gallagher

    Executive Assistant

  • Jenn Geathers

    Executive Assistant

  • Holly Grant

    Executive Assistant

  • Mike Kubacki

    CFO

  • Katie McCollum

    Controller

  • Megan McDermott

    Executive Assistant

  • Megan Phillips

    Fund Accountant

  • Jon Schwartz

    President & Chief Operating Officer

  • Dell Snyder

    Accounting Manager

  • Mary Tluczek

    Director of Operations & Benefits