Our Team
PPC Team
David Baker
Principal - Operations Group
Angela Baroni
Executive Assistant
Benjamin Barry
Vice President – Services
Haley Bass
Executive Assistant
David is a Principal with the Operations Group at Pritzker Private Capital, supporting the business strategy, operational improvement and consulting needs of PPC and our Group of Companies. For over 20 years, he has focused on making companies better, faster, stronger, more competitive and more valuable. Prior to working with Pritzker Private Capital, David served as Vice President of Strategy & International Development at Outerwall, then owner of the Redbox and Coinstar kiosks. Before that, David worked for nearly a decade as a Senior Manager/Principal with Bain & Company in their London, Melbourne and Chicago consulting offices. While there he worked with clients to link sound strategic decision-making with hands-on execution in order to drive bottom-line results in industries as diverse as retail, entertainment, consumer products, food service, financial services, aerospace, manufacturing, healthcare and tech. David also previously worked at Arthur Andersen, Business Consulting and UMS Group Consulting.
David received his B.A. in Economics from Williams College and his M.B.A. from Northwestern University’s Kellogg School of Business.
David received his B.A. in Economics from Williams College and his M.B.A. from Northwestern University’s Kellogg School of Business.
Angela joined Pritzker Private Capital in 2022 as an Executive Assistant and supports the Management Committee. Prior to joining Pritzker Private Capital, Angela was an Executive Assistant at GTCR providing support to the Growth Business Services Team. Prior to GTCR Angela was an Executive Assistant at Rothschild and Co. She started her career at Lincoln International.
Angela received her B.A. in English from The University of Illinois at Chicago.”
Angela received her B.A. in English from The University of Illinois at Chicago.”
Ben is a Vice President at Pritzker Private Capital focused on the firm's investing activities in the Services sector. Ben originally joined Pritzker Private Capital in 2017 as an Associate and re-joined in 2021 after serving as Chief of Staff at Valicor, one of the firm’s operating companies. Prior to Pritzker Private Capital, Ben was an investment professional at Summit Partners, a multi-billion dollar growth equity firm based in Boston. While at Summit Partners, Ben was responsible for sourcing and executing investments in the technology sector. Prior to Summit Partners, Ben was an investment banking analyst in the Technology & Services group at Baird, where he provided support on mergers, acquisitions and other financial advisory services.
Ben received his B.B.A. in Finance from the Goizueta School of Business at Emory University.
Haley joined Pritzker Private Capital in 2022 as an Executive Assistant supporting the Services Team. Prior to joining Pritzker Private Capital, Haley was an Executive Assistant at the Medical College of Wisconsin where she supported Vice Chairs and Division Leaders for the Emergency Medicine Department.
Haley received her B.A. in Communications from St. Norbert College.
Haley received her B.A. in Communications from St. Norbert College.
Chris Brannan
Assistant General Counsel and ESG Officer
Chris Brickman
Operating Partner - Manufactured Products
Spenser Brown
Vice President - Manufactured Products
Paul Carbone
Co-Founder and President
Chris joined Pritzker Private Capital in 2017 and is the Assistant General Counsel and ESG Officer. He works on many legal aspects of the group’s operations, including regulatory compliance, transaction execution and other company matters. Chris also manages PPC’s Environmental, Social & Governance (ESG) program, furthering PPC and operating company ESG efforts and initiatives. Prior to joining Pritzker Private Capital, Chris worked in the mergers and acquisitions practices at Winston & Strawn LLP and O’Melveny & Myers LLP. Prior to law school, Chris worked in the financial services industry group at PricewaterhouseCoopers LLP, where he received his CPA license.
Chris received his J.D., cum laude, from the University of Michigan Law School. He received his B.A. in Economics, cum laude, from Bucknell University where he was a member of the baseball team.
Chris received his J.D., cum laude, from the University of Michigan Law School. He received his B.A. in Economics, cum laude, from Bucknell University where he was a member of the baseball team.
Chris is an Operating Partner at Pritzker Private Capital with a focus on the firm’s companies in the Manufactured Products sector. Chris brings to PPC more than 30 years of experience in leading business and consumer products businesses to sustained growth and innovation. Prior to joining PPC, Chris served as President and CEO of Sally Beauty Holdings where he oversaw the expansion of the company’s digital platforms, implemented innovative customer loyalty strategies, and modernized the use of data analytics. Prior to Sally Beauty, he held several senior positions at Kimberly-Clark Corporation, including President, International Consumer, which covered 85 international markets and was the company’s largest division; President, Kimberly-Clark Professional; and Senior Vice President of Strategy. Prior to Kimberly-Clark, Chris was a Partner at McKinsey & Company after serving as President & CEO of Whitlock Packaging Corporation. Earlier in his career, he held positions at Guinness Brewing Worldwide and The NutraSweet Company after starting his career at Boston Consulting Group.
Chris earned his B.A. in economics with honors, Phi Betta Kappa and cum laude, from Occidental College.
Chris earned his B.A. in economics with honors, Phi Betta Kappa and cum laude, from Occidental College.
Spenser Brown is a Vice President at Pritzker Private Capital focused on the firm's investing activities in the Manufactured Products sector. Prior to joining Pritzker Private Capital, Spenser worked at Madison Dearborn Capital Partners, a Chicago-based private equity firm. Spenser began his career in the Global Industrials Group at Citi.
Spenser received his M.B.A. from Stanford's Graduate School of Business. He received his B.S. in Industrial Engineering and B.S. in Business Management from Milwaukee School of Engineering, where he graduated as valedictorian and served as an Assistant Coach for the NCAA DIII men's ice hockey team. Spenser is a Chartered Financial Analyst (CFA) charterholder.
Spenser received his M.B.A. from Stanford's Graduate School of Business. He received his B.S. in Industrial Engineering and B.S. in Business Management from Milwaukee School of Engineering, where he graduated as valedictorian and served as an Assistant Coach for the NCAA DIII men's ice hockey team. Spenser is a Chartered Financial Analyst (CFA) charterholder.
Paul Carbone is the Co-Founder and President of Pritzker Private Capital. Paul also chairs the PPC Management and Investment Committees and has a particular focus on advancing the development of the family capital industry and PPC’s relationships with the market’s premier family groups. From 2012 to 2022, Paul was President and Managing Partner of Pritzker Private Capital and its predecessor. For the prior 13 years, Paul was the Director and Managing Partner of the Private Equity Group of Robert W. Baird & Co., which makes venture capital, growth equity and buyout investments in smaller, high‐potential companies in the US, Europe and Asia. Prior to 1999, Paul was the Co‐Director of Investment Banking responsible for Robert W. Baird & Co.’s Mergers and Acquisitions Advisory practice. Prior to joining Robert W. Baird & Co. in 1994, Paul was Senior Vice President in the Investment Banking Group at Kidder, Peabody & Co.
Paul serves on the board of trustees of The University of Chicago, University of Chicago Medical Center, The Art Institute of Chicago (Executive Committee and Chair of the Investment Committee), Misericordia Home (as well as their Endowment Fund) and Hartwick College. He is also a member of the Commercial Club of Chicago and the Economic Club of Chicago.
In 2016, Paul received the Stanley C. Golder Award from the Illinois Venture Capital Association in recognition of his contributions to the private equity industry in Illinois. Paul has served as an EY Entrepreneur of the Year regional judge as well as national judge for the Family Business category. In 2020 and 2022, Family Capital magazine named Paul one of the Top 100 most influential people among family investors and family enterprises.
Paul is a Phi Beta Kappa graduate of The College of the University of Chicago. He received his MBA from Harvard Business School.
Paul serves on the board of trustees of The University of Chicago, University of Chicago Medical Center, The Art Institute of Chicago (Executive Committee and Chair of the Investment Committee), Misericordia Home (as well as their Endowment Fund) and Hartwick College. He is also a member of the Commercial Club of Chicago and the Economic Club of Chicago.
In 2016, Paul received the Stanley C. Golder Award from the Illinois Venture Capital Association in recognition of his contributions to the private equity industry in Illinois. Paul has served as an EY Entrepreneur of the Year regional judge as well as national judge for the Family Business category. In 2020 and 2022, Family Capital magazine named Paul one of the Top 100 most influential people among family investors and family enterprises.
Paul is a Phi Beta Kappa graduate of The College of the University of Chicago. He received his MBA from Harvard Business School.
Anthony Cardona
Principal - Services
Meaghan Carey
Executive Assistant - PPC Firm Operations
Jeff Carlson
Principal - Head of Technology
Carter Cast
Operating Partner – Commercial
Anthony is a Principal at Pritzker Private Capital focused on the firm’s Services sector investing. He originally joined Pritzker Private Capital in 2014 as an associate and senior associate before departing the firm to pursue his Master of Business Administration degree. Prior to joining Pritzker Private Capital, Anthony was an investment banking analyst at Lincoln International in its Global Business Services group.
Anthony received his M.B.A. from Northwestern University, where he was a Zell Fellow. He also received his B.S. in Business Administration from Washington and Lee University, where he graduated Omicron Delta Kappa.
Anthony received his M.B.A. from Northwestern University, where he was a Zell Fellow. He also received his B.S. in Business Administration from Washington and Lee University, where he graduated Omicron Delta Kappa.
Meaghan joined Pritzker Private Capital in 2021 as an Executive Assistant supporting the Firm Operations Team. Prior to joining Pritzker Private Capital, Meaghan supported the General Counsel, CFO, Managing Principal and Investment Committee Members at Walton Street Capital. Prior to joining WSC, Meaghan was with Heidrick & Struggles on the staff support team.
Meaghan received her B.A. in Sociology from St. Ambrose University
Meaghan received her B.A. in Sociology from St. Ambrose University
Jeff Carlson joined Pritzker Private Capital in 2020 as the Director of Technology; overseeing the IT team and providing strategic and tactical guidance to Pritzker Private Capital’s companies. Jeff has served as Director of Information Technology at Pritzker Group since 2014. Prior to joining Pritzker Group, Jeff was Vice President of Information Technology at SunTrust Robinson Humphrey, where he developed applications for the firm’s Total Return Swap trading desk and worked in an operations and technology capacity. Before SunTrust, Jeff worked as a Vice President at Bank of America, and began his career at Vista Software Solutions, now part of JDA Software.
Jeff received his Bachelor degree in Business Administration and Masters in Information Systems at Northern Illinois University.
Carter Cast is an Operating Partner, where he will focus on working with PPC’s family of companies on commercial activities that drive primary demand.
In 2011, Carter joined the faculty of Northwestern University's Kellogg School of Management, where he is a Clinical Professor teaching entrepreneurship and marketing. Carter played a leadership role in launching Walmart.com, where he also served as CEO, and has launched several e-commerce start-ups in his career, including Blue Nile and Netshops.com.
Carter sits on the Boards of SMS Assist and Kellogg Company, and is a member of the advisory board of Northwestern University's Kellogg Innovation Network. Carter graduated from Stanford University and Northwestern University's Kellogg School of Management.
In 2011, Carter joined the faculty of Northwestern University's Kellogg School of Management, where he is a Clinical Professor teaching entrepreneurship and marketing. Carter played a leadership role in launching Walmart.com, where he also served as CEO, and has launched several e-commerce start-ups in his career, including Blue Nile and Netshops.com.
Carter sits on the Boards of SMS Assist and Kellogg Company, and is a member of the advisory board of Northwestern University's Kellogg Innovation Network. Carter graduated from Stanford University and Northwestern University's Kellogg School of Management.
Thomas Chadwick
Principal - Manufactured Products
Dennis Choi
Associate
Esther Choi
Human Resources Coordinator
Rachel Cohen
Associate
Thomas is a Principal at Pritzker Private Capital focused on the firm’s investing activities in the Manufactured Products sector. Prior to joining Pritzker Private Capital, Thomas worked at Madison Dearborn Capital Partners, a multi-billion dollar Chicago-based firm. Prior to joining Madison Dearborn, Thomas was an investment banking analyst at Deutsche Bank in their Financial Sponsors Group.
Thomas received his M.B.A. from Harvard Business School. He received his B.B.A. in Finance from the University of Wisconsin – Madison.
Thomas received his M.B.A. from Harvard Business School. He received his B.B.A. in Finance from the University of Wisconsin – Madison.
Prior to joining Pritzker Private Capital, Dennis was an investment banking analyst in the Industrials Group at Houlihan Lokey in Chicago. While at HL, Dennis provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services.
Dennis received his B.S. in Finance from Indiana University.
Dennis received his B.S. in Finance from Indiana University.
Esther Choi joined Pritzker Private Capital in 2022 as a Human Resources Coordinator supporting all internal HR functions at PPC. Prior to joining Pritzker Private Capital, Esther was a Human Resources Coordinator and Office Manager at Envoy Global, a global immigration services provider. Esther also has previous working experience in staffing, government and legal services.
Esther received her B.B.A. in Managerial Sciences from Georgia State University.
Esther received her B.B.A. in Managerial Sciences from Georgia State University.
Prior to joining Pritzker Private Capital, Rachel was an investment banking analyst in the Mergers and Acquisitions Group at Wells Fargo Securities in New York. While at Wells Fargo, Rachel provided analytical support on mergers, acquisitions, leveraged buyouts and other financial advisory services.
Rachel received her B.S. in Economics from Duke University.
Rachel received her B.S. in Economics from Duke University.
Rebecca Converse
Head of Global Strategic Partnerships
Bradley Davis
Finance Manager
Brooke DelPiccolo
Senior Associate - Partner Relations and Marketing
Kaitlyn Desai
Principal - Manufactured Products
Rebecca Converse joined Pritzker Private Capital in 2021 as Head of Global Strategic Partnerships. In this role, Ms. Converse spearheads PPC’s efforts to develop and strengthen relationships with the firm’s premier group of long-term focused family and institutional investors, as well as oversees PPC’s events, marketing and communications team. She brings over 20 years of experience in private equity partnership development, investor relations, marketing, and communications. Prior to joining Pritzker Private Capital, Rebecca founded and served as Managing Principal of Cycle Communications, a specialty consulting group focused on investor relations and communications development initiatives for private equity firms and investors. Previously, Rebecca was the Director of Investor Relations, Marketing, and Communications at Wind Point Partners, a Chicago-based private equity firm, where she began her career and spent over 15 years.
Rebecca received her M.B.A. from the Kellogg School of Management at Northwestern University and her B.A. from the University of Michigan.
Rebecca received her M.B.A. from the Kellogg School of Management at Northwestern University and her B.A. from the University of Michigan.
Bradley joined Pritzker Private Capital in 2019 as a Senior Accountant, where he assists in financial reporting, fund management functions, and the accounts payable process. Prior to joining Pritzker Private Capital, Bradley was a Senior Associate at RSM US LLP where he spent two years focusing on private equity tax compliance within the Financial Services department.
Bradley received his B.S. in both Accounting and Finance from Indiana University where he also minored in Sports Marketing & Management. Bradley is a licensed Certified Public Accountant (CPA) in Illinois.
Bradley received his B.S. in both Accounting and Finance from Indiana University where he also minored in Sports Marketing & Management. Bradley is a licensed Certified Public Accountant (CPA) in Illinois.
Brooke DelPiccolo joined Pritzker Private Capital in 2022 as Senior Associate of Partner Relations and Marketing. Prior to Pritzker Private Capital, Brooke focused on business development and investor relations at Dubin Clark & Company, Inc. and regulatory compliance at Deutsche Bank where she advised on the registration and licensing requirements across broker-dealer entities. Brooke started her career at Audax Private Debt in an investor relations support role.
Brooke received her B.A. and B.B.A. in Communications and Business Administration from the University of Wisconsin Green Bay.
Brooke received her B.A. and B.B.A. in Communications and Business Administration from the University of Wisconsin Green Bay.
Kaitlyn is a Principal at Pritzker Private Capital focused on the firm’s investing activities in the Manufactured Products sector. Prior to joining Pritzker Private Capital, Kaitlyn worked at SSA & Company, a boutique management consulting firm in New York City. Kaitlyn started her career at Deutsche Bank covering companies in the leverage finance and real estate sectors.
Kaitlyn received her M.B.A. from The University of Chicago Booth School of Business. She received her B.A. in Accounting and Finance from Claremont McKenna College, where she was a Robert Day Scholar and four-time lacrosse letter winner.
Kaitlyn received her M.B.A. from The University of Chicago Booth School of Business. She received her B.A. in Accounting and Finance from Claremont McKenna College, where she was a Robert Day Scholar and four-time lacrosse letter winner.
Amanda Essay
Vice President - Financial Performance
Cait Farry
Event Coordinator
Andrew Farwell
Senior Associate
Kaz Frazier
Administrative Assistant
Prior to joining Pritzker Private Capital, Amanda spent four years in PwC’s capital markets and accounting advisory group. While at PwC, Amanda provided transaction support on complex accounting and financial reporting matters arising from carve-out and spin-off transactions, financing, IPO’s and business combinations.
Amanda received her B.A. in Economics from Vanderbilt University and her M.S in Accounting from the Owen School of Management. While at Vanderbilt, she was a four-time monogram winner as a member of the soccer team. Amanda is a licensed Certified Public Accountant.
Amanda received her B.A. in Economics from Vanderbilt University and her M.S in Accounting from the Owen School of Management. While at Vanderbilt, she was a four-time monogram winner as a member of the soccer team. Amanda is a licensed Certified Public Accountant.
Cait joined Pritzker Private Capital in 2019 as an Executive Assistant and assisted the Manufactured Products team. In 2021, Cait transitioned into the role of Event Coordinator and supports all of the firms events. Prior to joining Pritzker Private Capital, Cait was a Marketing and Project Support Coordinator at William Blair where she supported Family Office & Client Service Coverage. Cait serves as a member on the Young Professionals Board of Ascend Justice, a legal advocacy group for those impacted by gender-based violence or the child welfare system.
Cait received her B.A. in Business & Leadership from the University of Puget Sound where she was a member of the NCAA D3 Swim Team.
Cait received her B.A. in Business & Leadership from the University of Puget Sound where she was a member of the NCAA D3 Swim Team.
Prior to joining Pritzker Private Capital, Andrew was an investment banking analyst in the Industrial group at Robert W. Baird in Chicago. While at Baird, Andrew provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services.
Andrew received his B.B.A. in Finance from the University of Wisconsin – Madison.
Andrew received his B.B.A. in Finance from the University of Wisconsin – Madison.
Kaz joined Pritzker Private Capital in 2023. She assists in overall coordination, conferencing, and supports administrative Ad hoc projects. Prior to Pritzker Private Capital, Kaz worked as a Social Media & Digital Marketing Specialist.
Kaz received her B.A. in Communications from The University of Alabama.
Kaz received her B.A. in Communications from The University of Alabama.
David Gau
Chief Operating Officer and Head of Operations
Tim Giulianelli
Vice President of Automation
David Hirsch
Chief Financial Officer – Operations Group
Patrick Hodan
Senior Associate
David is a Chief Operating Officer and Head of Operations at Pritzker Private Capital. David has a history of building and operating multi-national organizations, most recently as chief executive officer of Intersystems, a manufacturer of material handling equipment for agricultural and industrial applications. Prior to Intersystems, David served as executive vice president of global commercial operations and group president of Industrial Fluid Power for Gates Corp. Gates Corp. is a multi-billion manufacturer of advanced power transmission and fluid transfer solutions, with more than 14,000 employees across 106 locations in 30 countries. Prior to joining Gates Corp., David was president of Air System Components, a division of Tomkins.
David is a graduate of the University of Nebraska at Omaha.
David is a graduate of the University of Nebraska at Omaha.
Tim Giulianelli joined Pritzker Private Capital in 2022 as Vice President of Automation. In this role, Tim works closely with the PPC Family of Companies to evaluate and implement technology and automation systems across our manufacturing and production facilities. Prior to joining PPC, Tim served as Senior Global Automation Engineer at Jabil Packaging Solutions (formerly Nypro), where he led all divisional Automation Engineers including spearheading new secondary automated capital system engineering functions and implementations for consumer-packaged goods manufacturing. Before Jabil, Tim worked as a Lead Process Engineer at Spectrum Control (now API technologies), where he led all manufacturing engineering staff for military and consumer electronics manufacturing. Tim began his career at Erie County Plastics as an Automation Engineer.
Tim honorably served six years in the United States Marine Corps. Tim received an associate degree in electronic engineering technology from College of the Desert and holds multiple industrial PC/PLC process computer platform programming, lean manufacturing, and technical certifications.
David is the Chief Financial Officer of the Operations Group at Pritzker Private Capital, where he oversees accounting, finance, and reporting matters for the firm’s family of companies. Previously, David worked at Crowe Horwath LLP, where he managed financial due diligence engagements focused on middle-market acquisition targets. Prior to joining Crowe, David worked at Deloitte & Touche LLP, where he coordinated financial statement audits of large and middle-market public and private companies.
David received his Master of Accounting Science and B.S. in Accountancy with High Honors from the University of Illinois at Urbana-Champaign. David is a Certified Public Accountant (inactive).
David received his Master of Accounting Science and B.S. in Accountancy with High Honors from the University of Illinois at Urbana-Champaign. David is a Certified Public Accountant (inactive).
Prior to joining Pritzker Private Capital, Patrick was an investment banking associate in the Services & Industrials Group at William Blair in Chicago. While at William Blair, Patrick provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services.
Patrick received his B.B.A. in finance from the University of Notre Dame.
Phillip Iler
Vice President - Manufactured Products
Matthew Kasper
Senior Associate
Ben Keating
Associate
Eric Kieras
Investment Partner - Services
Phillip is a Vice President at Pritzker Private Capital focused on the firm’s investing activities in the Manufactured Products sector. He originally joined Pritzker Private Capital in 2016 as an Associate before departing the firm to pursue his M.B.A. Prior to joining Pritzker Private Capital, Phillip was an investment banking analyst in the Consumer & Retail Group at SunTrust Robinson Humphrey in Atlanta, GA.
Phillip received his M.B.A. from The University of Chicago Booth School of Business. He received his B.S. in Finance from Wake Forest University.
Phillip received his M.B.A. from The University of Chicago Booth School of Business. He received his B.S. in Finance from Wake Forest University.
Prior to joining Pritzker Private Capital, Matthew was an investment banking analyst in the Consumer & Retail Group at RBC Capital Markets in New York. While at RBC, Matthew provided analytical support on financings, mergers, acquisitions, leveraged buyouts and other financial advisory services.
Matthew received his B.S. in Finance from Indiana University.
Prior to joining Pritzker Private Capital, Ben was an investment banking analyst in the Global Industrials Group at Goldman Sachs in Chicago. While at Goldman, Ben provided analytical support on mergers, financings, acquisitions, leveraged buyouts, and other financial advisory services. Ben began his career as an investment banking analyst in the Transportation and Logistics Group at Wells Fargo Securities in New York.
Ben received his M.S. in Finance and his B.B.A. in Accounting from the University of Cincinnati.
Ben received his M.S. in Finance and his B.B.A. in Accounting from the University of Cincinnati.
Eric Kieras is a Partner at Pritzker Private Capital and helps lead the firm's Services sector investing. Prior to joining Pritzker Private Capital, Eric was a Managing Director at JZ Partners, LLC, a middle-market investment firm, where he helped lead investment strategy and execution and served on the Boards of Directors of several of the firm's operating companies. Prior to joining JZ Partners, Eric worked as an investment banker for the plastics and packaging team at P&M Corporate Finance, a regional investment bank focused on middle-market M&A transactions.
Eric received his B.B.A. from the University of Michigan Ross School of Business.
Jen Klein
Paralegal
Erica Kosches
Associate
Katlyn Lee
Executive Assistant
Tom Leverton
Operating Partner - Services
Jen Klein joined Pritzker Private Capital in 2022 as a Paralegal. In this role, Jen supports an array of legal aspects of PPC and company operations, including regulatory compliance, transaction execution and other governance matters. Prior to joining Pritzker Private Capital, Jen held several roles providing operational support at Willkie Farr & Gallagher LLP, Jenner & Block LLP, Aon and Bartlit Beck LLP.
Jen received her B.S. from the University of Missouri and completed the Paralegal Studies program at Webster University.
Jen received her B.S. from the University of Missouri and completed the Paralegal Studies program at Webster University.
Prior to joining Pritzker Private Capital, Erica was an investment banking associate in the Consumer & Retail group at William Blair in Chicago. While at William Blair, Erica provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services. Erica started her career as a consultant in Deloitte's M&A group. At Deloitte, Erica supported separation and integration engagements on M&A transactions.
Erica received her B.A. in Economics from Northwestern University.
Erica received her B.A. in Economics from Northwestern University.
Katlyn joined Pritzker Private Capital in 2019 and provides support to the Strategic Partnerships team. Katlyn began her career at Pritzker Private Capital as an Office Administrator. Prior to Pritzker Private Capital, Katlyn worked as an Events Manager.
Katlyn received her B.A. in Public Relations from Columbia College Chicago.
Katlyn received her B.A. in Public Relations from Columbia College Chicago.
Tom is an Operating Partner at Pritzker Private Capital leading the firm’s activities in the Services sector. Tom has more than 25 years of experience in leadership and senior operating roles across the services industry. Prior to joining Pritzker Private Capital, Tom most recently served as Chief Executive Officer of CEC Entertainment, the parent company of Chuck E. Cheese and Peter Piper Pizza. During his tenure, he transformed CEC into a technology-enabled organization with taste-test winning food, enhanced entertainment and two integrated businesses. Prior to CEC, Tom served as Chief Executive Officer of Topgolf, a global sports and entertainment company, and as Chief Executive Officer at Omniflight, a nationwide air medical operator. Earlier in his career, he held senior operating roles at FedEx Office and TXU Energy. Tom began his career at Johnson & Johnson and Bain & Company.
Tom received a B.A. in Mechanical Engineering and Materials Science from Duke University and an M.B.A. from The Tuck School of Business at Dartmouth.
Tom received a B.A. in Mechanical Engineering and Materials Science from Duke University and an M.B.A. from The Tuck School of Business at Dartmouth.
Mike Manno
Vice President – Services
Connor Marks
IT Support Specialist
Keely Murphy
Technology Project Manager
Charles Muth
Associate
Mike is a Vice President at Pritzker Private Capital focused on the firm’s investing activities in the Services sector. Prior to joining Pritzker Private Capital in 2021, Mike spent time as an investment professional at Flexpoint Ford in Chicago and Genstar Capital in San Francisco. Mike started his career as an investment banking analyst at Robert W. Baird in their industrials group.
Mike received his M.B.A. from Harvard Business School. He received his B.S. in Electrical Engineering from the University of Notre Dame.
Mike received his M.B.A. from Harvard Business School. He received his B.S. in Electrical Engineering from the University of Notre Dame.
Connor Marks joined Pritzker Private Capital in 2022 as an IT Support Specialist and supports PPC’s information technology needs. Prior to joining Pritzker Private Capital, Connor provided executive IT support across Ferrara Candy Company.
Connor received his B.A. in Informatics at the University of Iowa.
Connor received his B.A. in Informatics at the University of Iowa.
Keely joined Pritzker Private Capital in 2022 as Technology Project Manager. She helps with technology initiatives internally as well as for the Pritzker Private Capital family of companies. Prior to joining Pritzker Private Capital, Keely spent five years in Technology Consulting at Accenture and Baker Tilly where she implemented cloud systems for clients of varying sizes and industries. She led workstreams for her team, advised clients in HR digital transformation, and worked in business development.
Keely received her B.B.A. from the University of Wisconsin Madison.
Keely received her B.B.A. from the University of Wisconsin Madison.
Prior to joining Pritzker Private Capital, Charles was an investment banking analyst in the Industrials Group at Lazard in Minneapolis. While at Lazard, Charles provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services.
Charles received his B.S. in Finance from Marquette University.
Charles received his B.S. in Finance from Marquette University.
Michael Nelson
Managing Partner and Head of Investing
Stephanie Paine
Partner and Chief Financial Officer
Casey Perz
Associate, Partner Relations and Marketing
Tony Pritzker
Co-Founder, Chairman, and Chief Executive Officer
Michael Nelson joined Pritzker Private Capital in 2012 and is a Managing Partner and the Head of Investing for the firm. Prior to joining Pritzker Private Capital, Michael was a Managing Director at Wind Point Partners, a multi-billion dollar, middle-market private equity firm headquartered in Chicago. Michael led investments in specialty manufacturing and packaging as well as served on the boards of seven different portfolio companies during his 10 years with the firm. Prior to Wind Point, Michael was the Vice President of Finance for Esurg Corporation, a private equity-backed distributor of medical and pharmaceutical supplies. Michael also spent four years in investment banking with Vector Securities. Michael serves on the board of directors of the Chicago Jesuit Academy, a full-scholarship, lower and middle school for young men from modest economic backgrounds who could not otherwise access a well-resourced, faith-based college prep education.
Michael received his B.B.A. in Finance and Accounting from the University of Michigan and an M.B.A. from Harvard Business School.
Michael received his B.B.A. in Finance and Accounting from the University of Michigan and an M.B.A. from Harvard Business School.
Stephanie Paine joined Pritzker Private Capital in 2017 and is a Partner and Chief Financial Officer. She oversees the financial reporting, tax, fund management, human resources, and IT functions. Prior to joining Pritzker Private Capital, Stephanie held operations and accounting roles at Private Equity, Venture Capital and Hedge Fund managers, including Healthbox Global Partners, Conversus Asset Management, Adams Street Partners, and Maverick Capital. She started her career as an auditor at PwC.
Stephanie is a CPA and received her BBA and Masters in Accounting from the University of Texas at Austin.
Stephanie is a CPA and received her BBA and Masters in Accounting from the University of Texas at Austin.
Casey Perz joined Pritzker Private Capital in 2023 as an Associate on the Partner Relations and Marketing team. Prior to Pritzker Private Capital, Casey worked on Client Marketing at GCM Grosvenor where she focused on Absolute Return Strategies and Strategic Investments Group products.
Casey received her B.A. in Marketing and Operations from Indiana University.
Casey received her B.A. in Marketing and Operations from Indiana University.
Tony is Co-Founder, Chairman, and Chief Executive Officer of Pritzker Private Capital. Tony has spent over twenty years leading middle-market manufacturing and distribution companies. From 2004 to 2007, he served as Chairman of AmSafe Partners, the leader in aircraft seating restraints. From 2000 to 2004 he served as President of Baker Tanks, the nation’s leading tank and pump equipment rental business. In 1998, he was appointed by the Marmon Group to oversee Stainless Industrial Companies, a portfolio of several industrial manufacturing companies. Prior to 1998, Tony directed operations in Asia for Getz Bros. & Co., while at the same time serving as Group Executive at the Marmon Group and overseeing several manufacturing companies.
For more than a decade, Tony has been an active member and leader of the Los Angeles community. Currently, he chairs UCLA’s Institute of the Environment and Sustainability and co-chairs the UCLA Centennial Campaign Committee. He also serves on the boards of The Hammer Museum, the LA County Museum of Art, and Foster Care Counts. For his stewardship, Tony has received honors from UCLA Neurosurgery, Friends of Sheba Medical Center in Israel, Young Presidents’ Organization, and the American Jewish University’s Brandeis Bardin Institute.
Tony received his M.B.A. from the University of Chicago and his B.A. from Dartmouth College.
For more than a decade, Tony has been an active member and leader of the Los Angeles community. Currently, he chairs UCLA’s Institute of the Environment and Sustainability and co-chairs the UCLA Centennial Campaign Committee. He also serves on the boards of The Hammer Museum, the LA County Museum of Art, and Foster Care Counts. For his stewardship, Tony has received honors from UCLA Neurosurgery, Friends of Sheba Medical Center in Israel, Young Presidents’ Organization, and the American Jewish University’s Brandeis Bardin Institute.
Tony received his M.B.A. from the University of Chicago and his B.A. from Dartmouth College.
Rachel Roberts
Executive Assistant
Miguel Roman
Accounts Payable Clerk
Judy Schroffel
Senior Executive Assistant
Anish Sharan
Head of Digital Transformation
Rachel joined Pritzker Private Capital in 2023 to support our Co-Founder, Chairman, and CEO, Tony Pritzker. Prior to joining Pritzker Private Capital, Rachel has worked with several high-level executives in entertainment, real estate, and consumer products.
Rachel graduated from the University of Wisconsin-Madison with a BA in Art History.
Rachel graduated from the University of Wisconsin-Madison with a BA in Art History.
Miguel joined Pritzker Private Capital in 2022 as an Accounts Payable Clerk, where he oversees invoicing, cash reconciliation and the billing database. Prior to joining Pritzker Private Capital, Miguel was an accounts payable specialist at USG Corporation where he spent two years improving the accounting and billing process in the accounting department.
Miguel received his B.S. in Economics from the University of Illinois at Urbana-Champaign where he also minored in Spanish.
Miguel received his B.S. in Economics from the University of Illinois at Urbana-Champaign where he also minored in Spanish.
Anish Sharan is the Head of Digital Transformation at Pritzker Private Capital. He spearheads digital strategy and operational improvement activities across the Pritzker Private Capital family of companies. Anish brings over 20 years of experience in digital innovation, process optimization, and platform modernization. Prior to joining Pritzker Private Capital, Anish served as the Director of Business Improvement at CME Group, a global derivatives marketplace. While at CME, he was responsible for driving digitization and enterprise transformation initiatives. Previously, Anish held senior operational roles across digital and technology companies such as Nielsen, Leo Burnett and Motorola.
Anish received his M.B.A. from The University of Chicago Booth School of Business, M.S. from Michigan State University and is a certified Lean Six Sigma Black Belt.
Anish received his M.B.A. from The University of Chicago Booth School of Business, M.S. from Michigan State University and is a certified Lean Six Sigma Black Belt.
Sarah Simao
Executive Assistant
Bradley Smith
Tax Director
Renee Stock
Fund Controller
Terry Sutter
Operating Partner - Manufactured Products
Sarah joined Pritzker Private Capital in 2022 as an Executive Assistant and supports the Manufactured Products team. Prior to joining Pritzker Private Capital, Sarah was a Project Manager at Edelman, where she worked on projects for clients such as Dove, Sports Illustrated, Barilla, and Lilly. Sarah began her career as an Executive Coordinator at Canivello, a talent agency in Rio de Janeiro, Brazil, where she supported the CEO and coordinated projects for the actors and filmmakers of the agency.
Sarah received her B.A. in Film from Columbia College Chicago and a Postgraduate diploma in Business Administration from Fundação Getulio Vargas.
Sarah received her B.A. in Film from Columbia College Chicago and a Postgraduate diploma in Business Administration from Fundação Getulio Vargas.
Bradley joined Pritzker Private Capital in 2022 as Tax Director. He is responsible for tax planning and compliance matters. Prior to joining Pritzker Private Capital, Bradley worked at KPMG serving as lead tax Senior Manager on a variety of private equity and hedge fund clients.
Bradley received his B.S. in Accounting from Syracuse University, M.S. from the University of Illinois Urbana Champaign, and his M.B.A. from The University of Chicago Booth School of Business. Bradley is a Certified Public Accountant.
Bradley received his B.S. in Accounting from Syracuse University, M.S. from the University of Illinois Urbana Champaign, and his M.B.A. from The University of Chicago Booth School of Business. Bradley is a Certified Public Accountant.
Renee joined Pritzker Private Capital in 2022 as Fund Controller, where she is responsible for overseeing the fund financial reporting process. Prior to joining Pritzker Private Capital, Renee was a senior manager in Grant Thornton’s audit practice serving clients in the asset management industry for ten years. Additionally, Renee provided ESG consulting and assurance services while serving with Grant Thornton’s ESG practice. Prior to her role at Grant Thornton, Renee worked on the external financial reporting team of a Fortune 50 healthcare company. She began her career at PwC.
Renee attended the University of Notre Dame where she received her B.B.A. and M.S. in Accountancy. Renee is a licensed Certified Public Accountant (CPA) in Illinois.
Renee attended the University of Notre Dame where she received her B.B.A. and M.S. in Accountancy. Renee is a licensed Certified Public Accountant (CPA) in Illinois.
Terry is an Operating Partner at Pritzker Private Capital leading the firm’s activities in the Manufactured Products sector. Terry has more than 25 years of executive experience in refining, specialty chemicals, plastics, process automation and steel. Prior to joining Pritzker Private Capital, Terry was an Executive Advisor and member of the Advisory Board of Aurora Capital Partners for ten years. Prior to Aurora, Terry was COO of Gerdau Ameristeel, one of the largest long steel producers in North America. Previously, Terry joined Tyco International as one of the operating executives charged with turning around Tyco, assuming the role of President of Tyco Plastics and Adhesives. Earlier in his career he was part of AlliedSignal, which ultimately became Honeywell, in Specialty Chemicals where he had numerous roles in Business Development, Marketing and was the VP-GM of the global Fluorine Products business and then President of the global Process Solutions Division. Terry began his career with Pennzoil and Morton International.
Terry received his B.S. in Chemical Engineering from University of Missouri-Columbia, a M.S. in Chemical Engineering from Texas A&M University and an M.B.A. from the University of Chicago.
Matthew Talarico
Associate
Ethan Thomas
Associate
Chris Trick
Investment Partner - Manufactured Products
Caitlin Valko
Office Administrator
Prior to joining Pritzker Private Capital, Matthew was an investment banking analyst at Greenhill & Co. in Chicago. While at Greenhill, Matthew provided analytical support on mergers, acquisitions, leveraged buyouts, and other financial advisory services.
Matthew received his B.B.A. in Finance and Applied Mathematics from the University of Notre Dame.
Matthew received his B.B.A. in Finance and Applied Mathematics from the University of Notre Dame.
Prior to joining Pritzker Private Capital, Ethan was an investment banking associate in the Global Industrials Group at Goldman Sachs in Chicago. While at Goldman, Ethan provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services.
Ethan received his B.A. in Finance from Michigan State University.
Ethan received his B.A. in Finance from Michigan State University.
Chris Trick joined Pritzker Private Capital in 2014 and is an Investment Partner on the Manufactured Products team. Prior to joining Pritzker Private Capital, Chris worked at KRG Capital Partners, a middle-market private equity firm in Denver. While at KRG, he focused on investments in the transportation and marketing services sectors. Prior to joining KRG, Chris was an investment banking analyst at Robert W. Baird & Co. in their healthcare group in Chicago. Prior to working for Baird, Chris played professional hockey in the ECHL.
Chris received his M.B.A. with honors from The University of Chicago Booth School of Business. He received his B.B.A. in Finance from the University of Notre Dame where he was a four-time monogram winner as a member of the hockey team.
Chris received his M.B.A. with honors from The University of Chicago Booth School of Business. He received his B.B.A. in Finance from the University of Notre Dame where he was a four-time monogram winner as a member of the hockey team.
Caitlin joined Pritzker Private Capital in 2021. She assists in overall coordination, conferencing, administrative activities and special projects for the office. Prior to joining Pritzker Private Capital, Caitlin was an office administrator for Pritzker Group.
Caitlin received her BA in Early Childhood Education from the University of South Carolina where she was a member of the NCAA Carolina Girls Dance Team.
Brad West
Partner and General Counsel/Chief Compliance Officer
Silvia Yim
Vice President of Human Resources
Brad joined Pritzker Private Capital in 2014 and is a Partner - General Counsel and Chief Compliance Officer. He manages the legal aspects of the group’s operations, including transaction execution, corporate governance, risk management, media relations and regulatory compliance. Prior to joining Pritzker Private Capital, Brad worked in the private equity, finance and transactions practice of Vedder Price, P.C. Previously, Brad worked in the corporate and securities group at Mayer Brown LLP, representing buyers and sellers involved with acquisitions, divestitures, joint ventures and other strategic transactions.
Brad received his J.D., magna cum laude, from the University of Minnesota Law School. He received his B.B.A. in Accounting and Information Systems, with highest distinction, from the University of Wisconsin-Madison.
Brad received his J.D., magna cum laude, from the University of Minnesota Law School. He received his B.B.A. in Accounting and Information Systems, with highest distinction, from the University of Wisconsin-Madison.
Silvia Yim joined Pritzker Private Capital in 2018 as a Human Resources Manager overseeing all Human Resources functions. She has over seven years of experience working in Human Resources operations supporting a global IT consulting firm and an educational institution. Silvia brings with her a broad range of experiences including recruitment, HR compliance, payroll, benefits administration, compensation management, performance management and employee relations.
Silvia received her B.S. from Trinity International University.
Silvia received her B.S. from Trinity International University.
Pritzker Advisory Board
Ruby Chandy
Board Member
Michael Lamach
Board Member
Stephen Newlin
Board Member
Doug Ray Oberhelman
Board Member
Ruby Chandy was formerly President of the $1.3B Industrial Division of Pall Corporation. Earlier in her career, Ruby held general management positions at Dow Chemical, Thermo Fisher Scientific, Boston Scientific, and Millipore. She also served as Chief Marketing Officer at Dow Chemical and Thermo Fisher Scientific.
Ruby currently serves on the boards of Ametek, DuPont, and Flowserve Corporations and was previously on the board of Idex Corporation from 2006-2013. Ruby served on the board of Infiltrator Water Technologies, a portfolio company of Ontario Teachers Private Capital and on the Executive Advisory Board of Gryphon Investors, a private equity firm based in San Francisco. She is a Mentor-in-Residence for University of Pennsylvania PCI Ventures.
Ruby is currently on the Americas Executive Board of the MIT Sloan School and was previously on the board of Unicef New England. Ruby received her Bachelor’s degree in Materials Science and Engineering from MIT, a Master’s Degree in Materials Science and Engineering from Northwestern University, and a Master’s degree in Business from the MIT Sloan School
Michael W. Lamach served as Executive Chair and CEO, at Trane Technologies, a global climate innovator focused on sustainable solutions for buildings, homes, and transportation for twelve years. Trane Technologies launched in 2020 upon the completion of a strategic transaction that created two leading companies – Trane Technologies and Ingersoll Rand.
Prior to Trane Technologies, Mike joined Ingersoll Rand in 2004 and served as president of the Trane Commercial business before being named the company’s president and chief operating officer. He was named chief executive officer and elected chairman of the Board of Directors in 2010. In 2019, the company announced a strategic transaction to spin off Ingersoll Rand’s Industrial segment and merge it with Gardner Denver, creating a global Industrial company, retaining the legacy name of Ingersoll Rand. The remaining climate-focused company was renamed Trane Technologies.
Prior to joining Ingersoll Rand, Lamach served in various leadership roles for Johnson Controls over a 17-year tenure, including group vice president and managing director for the European, Asian, South African, and South American businesses of Johnson Controls’ Automotive Group.
Mike holds a bachelor’s degree in engineering from Michigan State University and a master’s degree in business administration from Duke University. He serves on the boards of PPG Industries and Nucor Steel. He is former Chair of the National Association of Manufacturers, representing the American manufacturing industry at the federal level on public policy and workforce development matters. Mike is a strong advocate for sustainability, education, and economic mobility. He is active in the Charlotte community and currently serves as Chair of the Charlotte Executive Leadership Council, a coalition of CEOs serving the Charlotte community. He Co-Chairs the Charlotte Mayor’s Racial Equity Initiative and serves as Trustee for Johnson C. Smith University.
Prior to Trane Technologies, Mike joined Ingersoll Rand in 2004 and served as president of the Trane Commercial business before being named the company’s president and chief operating officer. He was named chief executive officer and elected chairman of the Board of Directors in 2010. In 2019, the company announced a strategic transaction to spin off Ingersoll Rand’s Industrial segment and merge it with Gardner Denver, creating a global Industrial company, retaining the legacy name of Ingersoll Rand. The remaining climate-focused company was renamed Trane Technologies.
Prior to joining Ingersoll Rand, Lamach served in various leadership roles for Johnson Controls over a 17-year tenure, including group vice president and managing director for the European, Asian, South African, and South American businesses of Johnson Controls’ Automotive Group.
Mike holds a bachelor’s degree in engineering from Michigan State University and a master’s degree in business administration from Duke University. He serves on the boards of PPG Industries and Nucor Steel. He is former Chair of the National Association of Manufacturers, representing the American manufacturing industry at the federal level on public policy and workforce development matters. Mike is a strong advocate for sustainability, education, and economic mobility. He is active in the Charlotte community and currently serves as Chair of the Charlotte Executive Leadership Council, a coalition of CEOs serving the Charlotte community. He Co-Chairs the Charlotte Mayor’s Racial Equity Initiative and serves as Trustee for Johnson C. Smith University.
Stephen Newlin is the former Chairman and CEO of Univar Solutions, a global chemical and ingredient distributor. Previously, Steve served as Chairman, President and Chief Executive Officer of PolyOne Corporation from 2006-2014 and Executive Chairman of the Board until 2016. Prior to PolyOne, Steve was President, Industrial Sector, at Ecolab Incorporated. He also spent 24 years at Nalco Chemical Company in positions of increasing responsibility, ultimately serving as President and Director of Nalco, and then President, Chief Operating Officer, and Vice Chairman.
Steve has served as a board member or director for many public companies, associations and civic organizations. Currently, he serves on the board of Univar Solutions and Hexion. He also currently serves as Chairman of the Oshkosh Corporation, a leading innovator of mission-critical vehicles and equipment.
Steve received a Bachelor’s degree in civil/environmental engineering and an honorary doctorate of public service from the South Dakota School of Mines & Technology. He completed the Tuck Executive Program at Dartmouth College, as well as Harvard Business School's Advanced Management Program. He also served as a commissioned officer in the U.S. Public Health Service, earning an accelerated promotion.
Doug Oberhelman served as Chairman of the Board of Directors and as Chief Executive Officer of Caterpillar Inc. beginning in 2010. After a 41-year career with Caterpillar, he retired as CEO in December 2016 and as Executive Chairman in March 2017.
Doug joined the Caterpillar treasury department in 1975 and worked in or led a wide variety of businesses across the company. He was elected a Caterpillar Vice President and Chief Financial Officer in 1995; and from 2002 to 2010 was a group President with responsibility for many of Caterpillar’s core businesses. Over the course of his career at Caterpillar he lived in North America, South America and Asia, and travelled extensively throughout the world.
Doug serves on the Board of Directors of Exxon Mobil Corporation, Peter Kiewit Sons’, Inc., and Bombardier Inc. He is former Chair of both the Business Roundtable and the National Association of Manufacturers. He serves as vice president of the Wetlands America Trust, is a director on the boards of the Max McGraw Wildlife Foundation and Intersect Illinois. He is also Chairman of the Board of Trustees for the Easter Seals Foundation of Central Illinois. He previously served on the boards of Eli Lilly and Company and Ameren Corporation.
David Steiner is a member of the Board of Directors of FedEx, where he serves as Lead Director, and Vulcan Materials, where he serves as the Chairperson of the Nominating and Governance Committee. From 2004 until November 2016, David served as CEO and President of Waste Management, the largest solid waste and recycling company in North America. He also held the positions of CFO, General Counsel and Corporate Secretary, and Deputy General Counsel.
Mr. Steiner serves on a number of non-profit and educational boards, including the EJ Ourso School of Business at LSU. David graduated from the UCLA School of Law, with honors, and practiced Corporate and Securities law at Phelps Dunbar, Gibson, Dunn and Crutcher and Jones Walker. David also has a Bachelor of Science in Accounting from Louisiana State University, where he graduated cum laude.
Dale W. Tremblay is the Executive Chairman of C.H. Guenther & Son (CHG), having assumed the role in April 2021 following a 20-year career as the company’s Chief Executive Officer. Prior to joining CHG in early 1998, Mr. Tremblay spent 13 years with The Quaker Oats Co., where he most recently served as President of Quaker’s Worldwide Foodservice businesses. Before joining Quaker, Mr. Tremblay held various positions with Sara Lee Corp. and R.R. Donnelley and Sons Inc.
Dale currently serves on the Board of Directors of CHG, Texas Capital Bank (HR Committee Chair), Monogram Foods, Nature Sweet Tomatoes Ltd., Haven for Hope and Opera San Antonio. He previously served on the boards of Clear Channel Outdoor Inc. (Audit Committee member and Chairman of the Compensation Committee), Keystone School, Texas Can! Academy (San Antonio) and the San Antonio Symphony (Chairman of the Board). Mr. Tremblay also previously served on the Michigan State University School of Finance Advisory Board and Community Advisory Committee for the Dallas Federal Reserve Board.
Mr. Tremblay earned a Bachelor of Arts in Financial Management from Michigan State University.
Dale currently serves on the Board of Directors of CHG, Texas Capital Bank (HR Committee Chair), Monogram Foods, Nature Sweet Tomatoes Ltd., Haven for Hope and Opera San Antonio. He previously served on the boards of Clear Channel Outdoor Inc. (Audit Committee member and Chairman of the Compensation Committee), Keystone School, Texas Can! Academy (San Antonio) and the San Antonio Symphony (Chairman of the Board). Mr. Tremblay also previously served on the Michigan State University School of Finance Advisory Board and Community Advisory Committee for the Dallas Federal Reserve Board.
Mr. Tremblay earned a Bachelor of Arts in Financial Management from Michigan State University.
Senior Advisors
Lee Applbaum
Senior Advisor
Barry Beyer
Senior Advisor
Ruby Chandy
Senior Advisor
Charlie Crew
Senior Advisor
Lee Applbaum serves as a senior advisor to Bardstown Bourbon Company. Lee has been a marketing executive for more than 25 years and currently serves as Chief Marketing Officer for Wheels Up, a private jet charter company. Prior to Wheels Up, Lee served as the Chief Marketing Officer for Patrón Spirits. He was instrumental in building Patrón Spirits into the world’s top-selling ultra-premium tequila and assisted in its $5.1 billion sale to Bacardi Limited in 2018. Lee has also held Chief Marketing Officer roles at Surterra Wellness, Target Australia, RadioShack, Schottenstein Stores Corporation, David’s Bridal, Footstar Athletic and Schlotzsky's.
Lee holds a bachelor’s degree in marketing from The University of Texas at Austin and an MBA in marketing from the Isenberg School of Management at UMass Amherst.
Lee holds a bachelor’s degree in marketing from The University of Texas at Austin and an MBA in marketing from the Isenberg School of Management at UMass Amherst.
Barry Beyer is the founder of Pathfinder Consulting LLC, which is focused on helping companies develop sustainable and continuous improvement management systems. Before dedicating himself full-time to Pathfinder, Barry worked for 10 years at Koyo Bearings USA as a site manager. In this role, he drove improvement in labor performance, machine up time, product quality and employee satisfaction. In Koyo’s fast paced environment, he also encouraged his team to “work up a level,” which helped to permanently solve problems and drive continuous improvement on the shop floor. Barry studied and taught FMDS (Floor Management Development System) to his team at Koyo, which was utilized as the central system for daily management allowing his plant to prosper in the razor-thin margins of a high volume automotive parts supplier. Prior to his time at Koyo, Barry worked for four other Fortune 100 companies involved in technical manufacturing, alternating between engineering and production management roles.
Barry holds a Bachelor of Science in Engineering from Purdue University.
Barry holds a Bachelor of Science in Engineering from Purdue University.
Ruby Chandy was formerly President of the $1.3B Industrial Division of Pall Corporation. Earlier in her career, Ruby held general management positions at Dow Chemical, Thermo Fisher Scientific, Boston Scientific, and Millipore. She also served as Chief Marketing Officer at Dow Chemical and Thermo Fisher Scientific.
Ruby currently serves on the boards of Ametek, DuPont, and Flowserve Corporations and was previously on the board of Idex Corporation from 2006-2013. Ruby served on the board of Infiltrator Water Technologies, a portfolio company of Ontario Teachers Private Capital and on the Executive Advisory Board of Gryphon Investors, a private equity firm based in San Francisco. She is a Mentor-in-Residence for University of Pennsylvania PCI Ventures.
Ruby is currently on the Americas Executive Board of the MIT Sloan School and was previously on the board of Unicef New England. Ruby received her Bachelor’s degree in Materials Science and Engineering from MIT, a Master’s Degree in Materials Science and Engineering from Northwestern University, and a Master’s degree in Business from the MIT Sloan School.
Ruby currently serves on the boards of Ametek, DuPont, and Flowserve Corporations and was previously on the board of Idex Corporation from 2006-2013. Ruby served on the board of Infiltrator Water Technologies, a portfolio company of Ontario Teachers Private Capital and on the Executive Advisory Board of Gryphon Investors, a private equity firm based in San Francisco. She is a Mentor-in-Residence for University of Pennsylvania PCI Ventures.
Ruby is currently on the Americas Executive Board of the MIT Sloan School and was previously on the board of Unicef New England. Ruby received her Bachelor’s degree in Materials Science and Engineering from MIT, a Master’s Degree in Materials Science and Engineering from Northwestern University, and a Master’s degree in Business from the MIT Sloan School.
Charlie Crew serves as a senior advisor to Plaskolite. Charlie has worked in various roles in the chemical and plastics industry for more than 40 years. He most recently served as President and CEO of SABIC Innovative Plastics, a multi-billion-dollar engineering thermoplastics business with operations in more than 25 countries and over 10,500 employees worldwide. Charlie spent nearly 30 years at GE Plastics, holding senior leadership roles in commercial operations, managing global ventures and leading the company’s European operations. At GE Plastics, he oversaw the company’s sale to SABIC and subsequent integration efforts. He has also held numerous Board of Director roles, including currently with the Handgard Company, A&R Logistics and Unistress, as well as former Board seats with DuBois Chemicals, SABIC Company and the American Chemistry Council.
Charlie holds a bachelor’s degree in marketing from Villanova University.
Charlie holds a bachelor’s degree in marketing from Villanova University.
John Fleming
Senior Advisor
Gary Hendrickson
Senior Advisor
Fred Loeffel
Senior Advisor
Greg Muldoon
Senior Advisor
John Fleming has deep experience as a leader in the customer-focused, omnichannel retail space. He has held several executive positions over his career at retailers with exposure to multiple markets and categories. John began his career at Dayton Hudson, previously a department store chain, as a merchant and then moved to Walmart in 2000 for ten years to lead eCommerce, marketing and merchandising. At Walmart, he held a number of leadership positions, including Executive Vice President, Chief Marketing Officer and Executive Vice President, Chief Merchandising Officer. From 2013 to 2016, he was Chief Executive Officer of Global eCommerce at Uniqlo, a Japanese casual wear designer, manufacturer and retailer. Most recently he was the interim CEO for rue21, a specialty retailer of young men and women’s casual apparel and accessories, where he guided the company successfully through the pandemic. John currently sits on the Board of Directors of Bed, Bath and Beyond, UNTUCKit, rue21, The Visual Comfort Group and formerly sat on the Board of Directors of Stitch Fix.
John received his B.A. from Colorado College.
John received his B.A. from Colorado College.
Mr Hendrickson serves as Senior Advisor to PLZ Aeroscience. He served as Chairman and Chief Executive Officer of the Valspar Corporation, a global paint and coatings manufacturer, from 2011 to 2017, and as President and Chief Operating Officer from 2008-2011.
Gary held other senior leadership roles with Valspar, including eight years in Asia Pacific as President of the Asia Pacific division, and as Senior Vice President responsible for Valspar’s consumer paint division. He retired from Valspar following its sale to Sherwin Williams in 2017. Prior to joining Valspar Mr. Hendrickson served 11 Years in the U.S. Navy as a surface warfare officer.
Mr. Hendrickson is currently the Chairman of The AZEK Company (NYSE:AZEK) a leading designer and manufacturer of sustainable outdoor living products. He is also a board director for Polaris Industries (NYSE:PII), a global manufacturer of off-road and on-road vehicles, and Waters Corporation (NYSE:WAT) a leading specialty measurement company serving the life, materials and food sciences.
Gary holds a BA degree from The University of Connecticut and an MBA from Harvard Business School.
Gary held other senior leadership roles with Valspar, including eight years in Asia Pacific as President of the Asia Pacific division, and as Senior Vice President responsible for Valspar’s consumer paint division. He retired from Valspar following its sale to Sherwin Williams in 2017. Prior to joining Valspar Mr. Hendrickson served 11 Years in the U.S. Navy as a surface warfare officer.
Mr. Hendrickson is currently the Chairman of The AZEK Company (NYSE:AZEK) a leading designer and manufacturer of sustainable outdoor living products. He is also a board director for Polaris Industries (NYSE:PII), a global manufacturer of off-road and on-road vehicles, and Waters Corporation (NYSE:WAT) a leading specialty measurement company serving the life, materials and food sciences.
Gary holds a BA degree from The University of Connecticut and an MBA from Harvard Business School.
A highly successful Supply Chain Executive with 37 years of business development, operations, and strategic development leadership. Fred was responsible for the commercial efforts that supported the growth of GEODIS Americas from a <$100M annual revenue company in 1995 to more than $3.8B in gross revenue in 2022. Fred earned a degree in Marketing and Transportation from the University of Memphis and participated in the Harvard Business School Managing in Crisis and Business of Platform Executive series designed specifically for GEODIS while also earning a certificate in Disruptive Strategies. Fred served in various industry roles including as an officer in WERC and CSCMP, as an instructor at the IWLA advanced course and the logistics steering committee for the Consumer Health and Protection Agency in Washington DC.
Greg is currently the Chairman and CEO of STG Logistics. Previously, Greg held various senior executive roles including CEO of AIR-serv and COO of Browning Ferris Industries (BFI). Greg is also the Chairman of RailWorks and a Senior Advisor to Valicor.
Greg is a graduate of Washington and Lee University.
Greg is a graduate of Washington and Lee University.
Stephen Newlin is the former Chairman and CEO of Univar Solutions, a global chemical and ingredient distributor. Previously, Steve served as Chairman, President and Chief Executive Officer of PolyOne Corporation from 2006-2014 and Executive Chairman of the Board until 2016. Prior to PolyOne, Steve was President, Industrial Sector, at Ecolab Incorporated. He also spent 24 years at Nalco Chemical Company in positions of increasing responsibility, ultimately serving as President and Director of Nalco, and then President, Chief Operating Officer, and Vice Chairman.
Steve has served as a board member or director for many public companies, associations and civic organizations. Currently, he serves on the board of Univar Solutions and Hexion. He also currently serves as Chairman of the Oshkosh Corporation, a leading innovator of mission-critical vehicles and equipment.
Steve received a Bachelor’s degree in civil/environmental engineering and an honorary doctorate of public service from the South Dakota School of Mines & Technology. He completed the Tuck Executive Program at Dartmouth College, as well as Harvard Business School's Advanced Management Program. He also served as a commissioned officer in the U.S. Public Health Service, earning an accelerated promotion.
Steve has served as a board member or director for many public companies, associations and civic organizations. Currently, he serves on the board of Univar Solutions and Hexion. He also currently serves as Chairman of the Oshkosh Corporation, a leading innovator of mission-critical vehicles and equipment.
Steve received a Bachelor’s degree in civil/environmental engineering and an honorary doctorate of public service from the South Dakota School of Mines & Technology. He completed the Tuck Executive Program at Dartmouth College, as well as Harvard Business School's Advanced Management Program. He also served as a commissioned officer in the U.S. Public Health Service, earning an accelerated promotion.
Larry Oberkfell serves as a senior advisor to C.H. Guenther & Son. He has had a long career in the food industry marked with leadership positions at the senior-most level for a variety of organizations. For the last 13 years, prior to stepping down at the end of 2021, Larry served as the President & CEO of IFMA, the pre-eminent trade association for food service manufacturers. Larry joined IFMA in 2008 after successful leadership roles at several food industry companies including Schwan Food Company and Anchor Food Products. He also previously served as a Managing Director at GESD Capital.
Larry is the recipient of the first Oberkfell Award, created and awarded in 2021 by the IFMA Board of Directors to recognize outstanding contribution to the industry. As CEO at IFMA he served on the National Restaurant Association Board and was active in many industry-related groups such as the GS-1 Executive Committee, among others.
Larry is a graduate of University of Missouri and holds an M.B.A. from St. Louis University.
Larry is the recipient of the first Oberkfell Award, created and awarded in 2021 by the IFMA Board of Directors to recognize outstanding contribution to the industry. As CEO at IFMA he served on the National Restaurant Association Board and was active in many industry-related groups such as the GS-1 Executive Committee, among others.
Larry is a graduate of University of Missouri and holds an M.B.A. from St. Louis University.