Who We Are

Joseph DaGrosa, Jr. Headshot

Joseph DaGrosa, Jr.

Chairman &
CEO

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Gary J. Bachman Headshot

Gary J. Bachman

President &
Chief Financial Officer

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Arun Kaul

Arun Kaul

Chief Investment Strategist

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Adam Kaplan Headshot

Adam Kaplan

Chief Administrative Officer

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Katie Calvert Headshot

Katie Calvert

Vice President
Director of Conferences & Events

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Benjamin Vargas

Head of Capital Formation

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Kevin Holleron Headshot

Kevin Holleron

Senior Vice President
Regional Director, Central

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Daniel Sullivan

Senior Vice President, Regional Director, Northeast

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Laura LaRoche Headshot

Lauren LaRoche

Outsourced Chief Compliance Officer

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Board of Directors & Senior Advisors

Strategic Expertise.1
Empowering Opportunity.

Unlocking opportunities in private markets.

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1 Strategic expertise is from the Core Independent Managers and/or Sub-Advisors for each strategy.