We believe in people.
Partner with those you trust.

Experienced and client focused.
We value our clients and the trust they put in us. We have diverse backgrounds as investors and advisors at top Wall Street firms including Goldman Sachs, Jefferies, and PNC Bank. We bring passion and commitment to every client and engagement.
At our core is an uncompromising integrity when it comes to matters of client interest, which is why we regularly co-invest alongside our clients in deals ranging from investments directly into companies and venture funds, to later stage deals in private equity and private debt. We believe client and advisor interests should always be aligned, no matter the situation.

Jonathan Dane, CFA, CFP®
Managing Partner, Chief Investment Officer

Stuart Strasner, CFA
Principal
