PPC Team

Pritzker Advisory Board

Chaired by Tony Pritzker, the Pritzker Advisory Board (PAB) is comprised of distinguished, senior executives from companies across our target investment sectors. The PAB provides strategic guidance to the firm, enhances our brand and awareness, and works with us and our group of companies to identify and access new opportunities and other areas of mutual interest.



Ruby Chandy is a member of the Pritzker Advisory Board. Ruby was formerly President of the Industrial Division of Pall Corporation. Earlier in her career, Ruby held various leadership roles at Dow Chemical, Thermo Fisher Scientific, Boston Scientific, and Millipore. Ruby currently serves on boards related to Ametek, DuPont, Flowserve Corporations, and MIT Sloan School. Ruby is a Mentor-in-Residence for University of Pennsylvania PCI Ventures. She was previously on boards related to Idex Corporation, Infiltrator Water Technologies, Gryphon Investors, and Unicef New England. Ruby received a BS in Materials Science and Engineering from MIT, a MS in Materials Science and Engineering from Northwestern University, and a SM in Business from the MIT Sloan School.

Michael Lamach is a member of the Pritzker Advisory Board. Mike formerly served as Executive Chair and CEO at Trane Technologies. Trane Technologies launched in 2020 upon the completion of a strategic transaction that created two companies – Trane Technologies and Ingersoll Rand. He also held the positions of President and COO. Earlier in his career, Mike held various leadership roles at Ingersoll Rand and Johnson Controls, including group Vice President and Managing Director for the European, Asian, South African, and South American businesses of Johnson Controls’ Automotive Group. Mike currently serves on boards related to PPG Industries and Nucor Steel. He is the Chair of the Charlotte Executive Leadership Council, co-Chairs the Charlotte Mayor’s Racial Equity Initiative, and serves as Trustee for Johnson C. Smith University. Mike was previously the Chair of the National Association of Manufacturers. Mike received a BS in Engineering from Michigan State University and an MBA from Duke University.

Stephen Newlin is a member of Pritzker Advisory Board. Steve formerly served as Chairman and CEO of Univar Solutions. Earlier in his career, Steve held various leadership roles at PolyOne Corporation, Ecolab Incorporated, and Nalco Chemical Company. Steve currently serves on boards related to Univar Solutions and Hexion. He is the Chairman of the Oshkosh Corporation. Steve also served as a commissioned officer in the U.S. Public Health Service. Steve received a BS in Civil and 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 and Harvard Business School's Advanced Management Program.

Doug Oberhelman is a member of the Pritzker Advisory Board. Doug formerly served as Chairman of the Board of Directors and CEO of Caterpillar Inc. He also held the positions of Vice President and CFO. Earlier in his career, Doug held multiple leadership roles at Caterpillar Inc and lived in various cities across North America, South America, and Asia during his tenure. Doug currently serves on boards related to Exxon Mobil Corporation, Peter Kiewit Sons’, Inc., and Bombardier Inc. He also serves as Vice President of the Wetlands America Trust, a Director on boards related to Max McGraw Wildlife Foundation and Intersect Illinois, and Chairman of the Board of Trustees for the Easter Seals Foundation of Central Illinois. Doug was previously the Chair of the Business Roundtable and the National Association of Manufacturers and also served on the boards of Eli Lilly and Company and Ameren Corporation. Doug received a BS in Business Administration from the University of Illinois.

Manny Perez de la Mesa is a member of the Pritzker Advisory Board. Manny was formerly CEO of Pool Corp. and now remains involved as Vice Chairman. Over the course of his 20-year management tenure, Pool Corp became a worldwide supplier of swimming pool equipment, parts, and supplies. He also held the positions of President and COO. Earlier in his career, Manny held various leadership roles IBM, Fresh Del Monte Produce, and Watsco. Manny currently serves on boards related to Pool Corp., Advanced Drainage Systems, Reece USA, US LBM, ORS Medco, and Imperial Dade. He was previously Chairman of the Board of the National Association of Wholesaler-Distributors and on the Board of the U.S. Chamber of Commerce. Manny received a BS in Business Administration from Florida International University and an MBA from St. John’s University.

David Steiner is a member of the Pritzker Advisory Board. He was formerly CEO and President of Waste Management. He also held the positions of CFO, General Counsel and Corporate Secretary, and Deputy General Counsel. Earlier in his career, David practiced law at Phelps Dunbar, Gibson, Dunn and Crutcher and Jones Walker. David currently serves on boards related to FedEx and Vulcan Materials. He also serves on a number of non-profit and educational boards, including the EJ Ourso School of Business at LSU. David received a BS in Accounting from Louisiana State University and a JD from the UCLA School of Law.

Dale Tremblay is a member of the Pritzker Advisory Board. Dale was formerly the CEO of C.H. Guenther & Son (CHG) and now remains involved as Executive Chairman. Earlier in his career, Dale held various leadership roles at The Quaker Oats Co., Sara Lee Corp., and R.R. Donnelley and Sons Inc. Dale currently serves on boards related to Texas Capital Bank, Monogram Foods, Nature Sweet Tomatoes Ltd., Haven for Hope, and Opera San Antonio. He was previously on boards related to Clear Channel Outdoor Inc., Keystone School, Texas Can! Academy, the San Antonio Symphony, Michigan State University, and the Dallas Federal Reserve. Dale received a BA in Financial Management from Michigan State University.

Executive Advisors

Lee Applbaum is a PPC Executive Advisor to Bardstown Bourbon Company. Lee also currently serves as CMO for Wheels Up. Lee was formerly CMO for Patrón Spirits at Bacardi Global Brands. He was instrumental in Patron Spirits’ growth into a global, ultra-premium tequila and assisted in its $5.1B sale to Bacardi Limited in 2018. Earlier in his career, Lee held various leadership roles at Surterra Wellness, Target Australia, RadioShack, Schottenstein Stores Corporation, David’s Bridal, Footstar Athletic, and Schlotzsky's. Lee received a BS 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 a PPC Executive Advisor and Founder of Pathfinder Consulting LLC. Barry was formerly a site manager at Koyo Bearings USA. In this role, he drove improvement in labor performance, machine uptime, 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. Earlier in his career, Barry held various leadership roles at Intersystems and Modine Manufacturing Company. Barry received a BS in Engineering from Purdue University.
Paul Carbone is Co-Founder and Vice Chairman of Pritzker Private Capital (PPC). In 2012, Paul joined PPC’s predecessor company and later PPC as Managing Partner and led the Firm’s growth and development for more than ten years. Prior to PPC, Paul was the Director and Managing Partner of Robert W. Baird & Co.’s Private Equity Group (a buyout, growth and venture investor) after serving as Co‐Director of Investment Banking responsible for Robert W. Baird & Co.’s Mergers and Acquisitions Advisory practice. Previously, Paul was Senior Vice President in the Investment Banking Group at Kidder, Peabody & Co.

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. In 2024, Paul was named to Family Capital magazine’s FamCap 50 as one of the top investors in the world of family capital.

Paul serves on the board of trustees or directors of The University of Chicago, University of Chicago Medical Center, The Art Institute of Chicago, The Larry H. Miller Company, and Misericordia Home. He also serves on the Board of Advisors for Morgan Street Holdings. In addition, Paul is a member of the Commercial Club of Chicago.

Paul received his M.B.A. from Harvard Business School and his B.A., Phi Beta Kappa, from The College of the University of Chicago.
John Cowles is a PPC Executive Advisor. John was formerly President and CEO of TruGreen. Earlier in his career, John held various leadership roles at FXI, Touchstone Wireless, George Weston Bakeries, and Kraft Foods. John received a BS in Operations Research and Industrial Engineering from Cornell University and an MBA from Harvard Business School.
Charlie Crew is a PPC Executive Advisor to Plaskolite. Charlie was formerly President and CEO of SABIC Innovative Plastics. Earlier in his career 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. Charlie currently serves on boards related to the Handgard Company, A&R Logistics, and Unistress. He was previously on boards related to DuBois Chemicals, SABIC Company, and the American Chemistry Council. Charlie received a BS in Marketing from Villanova University.
Bob Feury is a PPC Executive Advisor and Chief Culture and People Officer of CRH. Bob joined CRH in 1996 with the acquisition of his family’s business and was formerly CEO of Allied Building Products. After 22 years, a strategic decision was made to divest CRH’s distribution business, and Bob and his team lead the sale of Allied to Beacon Roofing Supply, a public company, in January 2018. After a brief transition period with Beacon, Bob returned to CRH as Executive Vice President of Strategy and Development for the Global Building Products business. Bob currently is a member of the CRH Executive Team. Bob received a BA in Finance from Syracuse University
John Fleming is a PPC Executive Advisor to Highline Warren. John was formerly interim CEO at rue21 and CEO of Global eCommerce at Uniqlo. Prior to rue21 and Uniqlo, John held a number of leadership positions at Walmart, including EVP - Chief Marketing Officer and EVP – Chief Merchandising Officer. John currently serves on boards related to UNTUCKit, rue21, and The Visual Comfort Group. He was previously on boards related to Bed, Bath, and Beyond and Stitch Fix. John received a BA in Political Economy from Colorado College.
Ken Lochiatto is a PPC Executive Advisor. Ken was formerly President and CEO of Convergint, where he led the company’s growth from $300M to over $2.5B in revenue. He currently serves as Vice Chairman of the Board at dormakaba, Executive Chairman at Nations Roofing, and a Trustee at Dana-Farber Cancer Institute. Ken received a BS in Mechanical Engineering from Rensselaer Polytechnic Institute and an MBA from Carnegie Mellon University.
Fred Loeffel is a PPC Executive Advisor to Kenco Group. Fred was formerly EVP Strategic Development at GEODIS, where he was responsible for the commercial efforts that supported the growth of GEODIS Americas from <$100M annual revenue in 1995 to more than $3.8B in gross revenue in 2022. He previously held various industry roles including as an officer in WERC and CSCMP, as an instructor at the IWLA advanced course, and as a member of the logistics steering committee for the Consumer Health and Protection Agency in Washington DC. Fred currently serves on a board related to QuickBox Fulfillment. Fred received a BBA Marketing and Transportation from the University of Memphis. He also participated in the HBS “Managing in Crisis and Business of Platform” executive series and earned a certificate in Disruptive Strategies.
Joe Metzger is a PPC Executive Advisor to Sugar Foods and is also a lecturer at the University of Arkansas. Joe was formerly EVP, Supply Chain Operations at Walmart. Earlier in his career, Joe held various leadership roles at Kellogg Company and Kraft Foods. Joe currently serves on boards related to SureWerx, the National FFA Organization’s Executive Sponsors, and the Springfield, Missouri Area Chamber of Commerce. Joe received a BS in Dairy Science from South Dakota State University.
Chris O’Brien is a PPC Executive Advisor and President of Armada Sunset Holdings. Stepping into the role of CEO at Armada in 2026, Chris is leading the unification of Armada’s operating companies into a single, integrated organization. He is focused on uniting strategy and execution to accelerate innovation, expand Armada’s presence in high-impact markets, and drive growth in supply chain and logistics services. Before joining Armada, Chris held senior leadership roles at C.H. Robinson, a Fortune 250 company, including Chief Commercial Officer. He also serves on the board of directors at STAT Recovery Services, holds a B.A. from Alma College—where he is a member of the President’s Advisory Council—and is a former board member of the University of Minnesota’s Landscape Arboretum.
Larry Oberkfell is a PPC Executive Advisor to CHG and is also a Partner at Kinetic12. Larry was formerly President and CEO of IFMA. Earlier in his career, Larry held various leadership roles at Schwan Food Company, Anchor Food Products, and GESD Capital. Larry previously served on a board related to the National Restaurant Association. He also was active in industry-related groups such as the GS-1 Executive Committee. 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. Larry received a bachelor's degree from the University of Missouri and holds an M.B.A. from St. Louis University.
John Van Hulle is a PPC Executive Advisor for Americhem. John is CEO of Aurorium. Earlier in his career, John held leadership roles at PolyOne, ChemDesign Corporation, Cambrex Corporation, and General Chemical Corporation. John currently serves on boards related to Laszeray Technology and Northwest Hardwoods. John received a BS in Chemical Engineering from the University of Michigan and an MBA in Operations Management and Finance from California State Polytechnic University-Pomona.
David White is a PPC Executive Advisor. David was formerly CEO of Border States and now remains involved as Board Chair. He also held the positions of President and Executive VP. Earlier in his career, David held various leadership roles at Shealy Electrical Wholesalers. David currently serves on boards related to ACCO Engineered Systems and Cristo Rey Network. He was previously on boards related to Affiliated Distributors, N.B. Handy, National Association of Electrical Distributors and The Hite Company. David received a BS in Civil Engineering from Ohio University.

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