Our Team

Our management team and board of directors are comprised of leaders and industry experts spanning the private equity, venture capital, real estate, regulatory, and public markets landscape.

Management Team

Joseph DaGrosa, Jr. Joseph DaGrosa, Jr. Chairman & CEO Read Bio
Ray Joseph Ray Joseph Chief Investment Officer Read Bio
Parker Roy Parker Roy Chief Revenue Officer Read Bio
Ari D. Bass Ari D. Bass President, Axxes Direct Read Bio
Gary J. Bachman Gary J. Bachman Chief Financial Officer Read Bio
Adrain L. Bryant Adrain L. Bryant Chief Legal Officer Read Bio
Karrie J. Jerry Karrie J. Jerry Chief Compliance Officer Read Bio
Adam Kaplan Adam Kaplan Chief Administrative Officer Read Bio
Leslie Marcus, CFA Leslie Marcus, CFA Chief Marketing Officer Read Bio
Timothy Barbis, CFA Timothy Barbis, CFA Director Read Bio
Stephanie L. Brown Stephanie L. Brown Managing Director, RIA Channel Read Bio
Katie Calvert Katie Calvert Vice President, Director of Conferences & Events Read Bio
Shane Cunningham Shane Cunningham Managing Director, US Offshore & LATAM Read Bio
Daryl Gengler Daryl Gengler Vice President, Director of Fund Operations Read Bio
Darlenes Mack Darlenes Mack Associate Director of Administration Read Bio
Michael Maddox Michael Maddox Senior Vice President, Regional Director, RIA West Coast & Central Read Bio
Cheryl McCarthy Cheryl McCarthy Senior Vice President, Regional Director, RIA Northeast & Midwest Read Bio
Michelle Moore Michelle Moore Managing Director, IBD Channel Read Bio
Kristy Nguyen, CFA Kristy Nguyen, CFA Senior Vice President, Director of Investments Read Bio

Board of Directors

Joseph DaGrosa, Jr. Joseph DaGrosa, Jr. Chairman & CEO Read Bio
Robert H. Book Robert H. Book Co-Vice Chairman Read Bio
Jay Schottenstein Jay Schottenstein Co-Vice Chairman Read Bio
Connie Collingsworth, L.L.M., J.D. Connie Collingsworth, L.L.M., J.D. Director Read Bio
Admiral William Owens Admiral William Owens Director Read Bio
Martha Bejar, MBA Martha Bejar, MBA Director Read Bio
Steven W. Sansom Steven W. Sansom Director Read Bio
Eric Ervin Eric Ervin Director Read Bio

Senior Advisors

Troy Paredes, J.D Troy Paredes, J.D Senior Advisor Read Bio
Ernesto De La Fé, MBA Ernesto De La Fé, MBA Senior Advisor Read Bio