Our Team
Our model is built to succeed, in part, due to our ability to attract, nurture and retain the best and most focused talent.
Executive Committee
Geoffrey T. Boisi
Chairman & CEO
- Former Vice Chairman, JPMorgan Chase and co-CEO JPMorgan, the firm’s investment bank
- Founding Chairman and Senior Partner, The Beacon Group
- Senior Partner, Goldman, Sachs & Co.
- Boards: Chairman & Co-founder of MENTOR/ National Mentoring Partnership, Overseer of The Wharton School, Trustee and former Chairman of the Board of Trustees of Boston College, Advisor to Investment Committee and former Trustee and Chairman of the Investment Committee for Carnegie Corporation of New York, Trustee of The Brookings Institution and investment committee member, Chairman and founding board member of the National Leadership Roundtable on Church Management (NLRCM)
Richard W. Herbst
President
- Former Managing Director and Global Head of Financial Institutions and Governments Group, JPMorgan
- Partner, The Beacon Group
- Partner, Goldman, Sachs & Co.
- Corporate Development Officer, The Chubb Corporation
- Boards: Colgate University, Atlantic Health System
Alan H. Rappaport
Vice Chairman
- Former President and Chairman, Bank of America Private Bank
- Managing Director of Investments, Chase Private Bank
- Partner, The Beacon Group
- Managing Director, Asset Management Division, Oppenheimer
- Boards: Chairman of the Board of Trustees of GuideStar, Trustee of NYU Langone Medical Center, Trustee of the American Museum of Natural History, National Co-Chair of Duke University Parents Committee, member of the Council on Foreign Relations
Investment Team
Casey D. Whalen Sellers, CFA
Chief Investment Officer
- Former CIO, The New York Public Library
- Director of Public Investments, The Rockefeller University
- Brookdale Realty Partners, commercial real estate development and acquisition
- Yale University Investments Office, responsible for various asset classes
Stephen H. Hopkins, CPA
Chief Operating Officer
- Former Co-Head, President & COO of Citigroup Asset Management
- COO, Asset Management Services at JPMorgan
- Built Goldman Sachs Asset Management from business plan and served as CFO
- Senior Manager, Capital Markets Practice, Arthur Andersen & Co.
Jerome C. Antenen, CFA
Managing Director
- Former Associate Director, Quellos Group LLC (acquired by BlackRock, Inc.)
- Analyst, Deutsche Bank Alex Brown Inc., part of Private Equity Finance Group
Alison J. Rosenzweig, CFA
Managing Director
- Former Managing Director and Portfolio Manager, Angelo Gordon Advisors, LLC
- Managing Director and Head of Manager Research of Discovery Capital Management
- Vice President at InvestorForce, Inc. in product development
- High Yield Research Analyst at Wells Fargo Bank
- Associate Consultant at Oliver, Wyman & Co.
John W. Chuba
Associate Director
- Former Quantitative Risk Analyst, McKinsey Investment Office
- Information Technology Consultant, Goldman Sachs
- M.S. Applied Mathematics, Washington State University
Alicia Aemisegger
Analyst
- Masters program at University of Pennsylvania
- Undergraduate of Princeton University
- Internship experiences at Makena Capital and Ferrer Freeman and Company
Finance & Operations
Joseph M. Kopilak, CPA
Chief Financial Officer
- Former Vice President, JPMorgan Partners, responsible for administration of $6.5 billion Global Fund private equity program, including legal and tax structuring of investments
- Assistant Controller/Associate, The Beacon Group
- Senior Associate, Coopers and Lybrand
Lisa A. Togneri
Director of Investor Relations
- Former Investor Relations, Blue Ridge Capital
- Director of Investor Relations, Delphi Capital Management
- Director of Investor Relations and Operations, Opus Capital Group
- Director of Client Services; Director of Operations, Bank of America
- Manager, Deloitte & Touche
Allison B. Shapiro, CPA
Controller
- Former Senior Associate, Ernst & Young, LLP
Josh A. Heching, CPA
Senior Accountant
- Former Senior Associate, Investment Management Tax, PricewaterhouseCoopers LLP