Investment Team
  • Investment Team
  • Advisors and EIRs
  • Loan Team
  • Alpha Team
  • Operations Team

Investment Team

Karla Klaus

Karla klaus

Chief Executive Officer (C.E.O)

Rob Luna

Rob Luna

Chief Investment Officer (C.I.O)

Rebecca Bridge

Rebecca Bridge

Senior Associate

Fen Wang

Fen Wang

Associate

Brianna Johnson

Brianna Johnson

Associate

Lydia Woods

Lydia Woods

Principal

Kevin Miller

Kevin Miller

Managing Partner

Susan Wright

Susan Wright

Trading Partner

James D Wilson

James D Wilson

Head Of Strategic Relationships

Francis Cox

Francis Cox

Partner

Jerry Whitehead

Jerry Whitehead

Venture Partner

Angela Bennett

Angela Bennett

Principal

Advisors and EIRs

Maria Shaw

Maria Shaw

HealthCare Advisor

Nathaniel Wong

Nathaniel Wong

Technological Star-tUp Advisor

Caleb J Caleb

Caleb J. Caleb

Real Estate Advisor

Joshua Smith

Joshua Smith

Market Advisor

Margaret Lui

Margaret Lui

Enterprise Sales Advisor

Christopher Knight

Christopher Knight

Talent Advisor

Daniel Singh

Daniel Singh

Infrastructure Advisor

Loan Team

Micheal Davies

Micheal Davies

Executive Loan Officer (E.L.O)

Catherine Cooper

Catherine Cooper

K-Women Loan Project

Helen Palmer

Helen Palmer

Senior Loan Officer

Alpha Team

Patrick Lee

Patrick Lee

Alpha Founder

Antonia Livermore

Antonia Livermore

Director Of Platform

Anita Anderson

Anita Anderson

Community Coordinator

Operations Team

Reuben Alvarez

Reuben Alvarez

Partner and Chief Financial Officer

Patricia June

Patricia June

Controller

Charlotte Swann

Charlotte Swann

Fund Accountant

Andrew Bowen

Andrew Bowen

Partner and Chief Compliance Officer

Emma Jones

Emma Jones

Marketing and Investor Relations

Meet Our Public Team

Meet Our Public Team

Our public-market investment team has deep experience
across a broad range of sectors, expanding our
network and insights for long-term, repeatable success.