Our high performance team is comprised of passionate and collaborative individuals

Leading with relationships

Leading with Relationships

We pride ourselves on keeping good company, and that starts with building a great team. We have built a high-performance culture that embraces collaboration around a team of exceptional individuals. Each contributes to making a difference within our company, our partners, and our industry as a whole.

Our team embraces entrepreneurs’ passion for their work, and we deliver that same passion in helping them achieve their goals.

Sean Honey, Managing Partner
  1. Alexandra Becker
    Alex Becker

    Associate

  2. Scott Bell
    Scott Bell

    Partner

  3. Miles Buchanan
    Miles Buchanan

    Vice President

  4. Denise Davis
    Denise Davis

    Chief Financial Officer/Chief Compliance Officer

  5. Patrick Fabian
    Patrick Fabian

    Analyst

  6. Kaleigh Flowers
    Kaleigh Flowers

    Analyst

  7. Brendan Forghani
    Brendan Forghani

    Vice President

  8. AF 2 cropped
    Drew Fraser

    Portfolio Operations Leader

  9. MF 1 resize
    Michael Fromke

    Senior Associate

  10. Aaron Garcia
    Aaron Garcia

    Partner

  11. MG 5 resized
    Meredith Gwaltney

    Executive Assistant

  12. Sean Honey
    Sean Honey

    Managing Partner

  13. Tara Hyland
    Tara Hyland

    Vice President

  14. Mason Jarrett Copy
    Mason Jarrett

    Analyst

  15. Josh Klieger
    Josh Klieger

    Associate

  16. JL 2 resized
    Jimmy Lawlor

    Associate

  17. Josh McDowell
    Josh McDowell

    Partner

  18. Jeff Mills
    Jeff Mills

    Managing Partner

  19. Matt Short
    Matt Short

    Partner

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    Brita Spargur

    Administrative Assistant

  21. JS 2 cropped
    Julie Stumpf

    Portfolio Operations Analyst / Accountant

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    Michelle Turnbull

    Executive Assistant & Office Manager

  23. Rebecca Unger
    Rebecca Unger

    Executive Assistant & Office Manager