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Who We Are

Our Team

We pride ourselves on thinking outside the box and challenging the status quo. We’re passionate business builders that support our companies and management teams by working tirelessly hand-in-hand while providing strategic resources and expertise.

All Leadership Investment Team Firm Administration & Operations Capvalue Operating Team Business Development
George Kelly
George Kelly
Managing Partner
Neil Kallmeyer
Neil Kallmeyer
Managing Partner
Paul De Lisi
Paul De Lisi
Partner
Adrian Guerra
Adrian Guerra
Partner
Kevin Johnson
Kevin Johnson
Partner
Mary Anne Capo
Mary Anne Capo
Chief Financial Officer / Chief Compliance Officer
Rick Pleczko
Rick Pleczko
Chief Executive Officer, Operating Executive Group
Charlotte Bentlif
Charlotte Bentlif
Vice President, Administration
Annie Curley
Annie Curley
Analyst, Business Development & Research
Rushana Cypert
Rushana Cypert
Vice President, Investor Relations
Alyssa Fox
Alyssa Fox
Senior Vice President, Marketing
Cathy Francis
Cathy Francis
Chief Revenue Officer
Evan Harmon
Evan Harmon
Vice President
Kirk Harrell
Kirk Harrell
Chief Talent Officer
Dustin Hollas
Dustin Hollas
Principal, Business Development
Brian Hopkin
Brian Hopkin
Vice President
Walker Kahle
Walker Kahle
Senior Vice President, Portfolio Operations
Marc Lerma
Marc Lerma
Associate
Brooke Meinkowsky
Brooke Meinkowsky
Controller
Valerie Mills
Valerie Mills
Office Administrator
Arti Patel
Arti Patel
Senior Associate
Chas Richard
Chas Richard
Principal
Hannah Roberts
Hannah Roberts
Supervisor, Firm Operations
Maximum Waller
Maximum Waller
Associate
Wayne Washburn
Wayne Washburn
Chief Technology Officer
Landon Weis
Landon Weis
Senior Associate
Anja Timmerman
Anja Timmerman
Operating Advisor* - Integration & Compliance
Jim Turner
Jim Turner
Operating Advisor* - Corporate Development
George Kelly
Managing Partner
Neil Kallmeyer
Managing Partner
Paul De Lisi
Partner
Adrian Guerra
Partner
Kevin Johnson
Partner
Mary Anne Capo
Chief Financial Officer / Chief Compliance Officer
Rick Pleczko
Chief Executive Officer, Operating Executive Group
Charlotte Bentlif
Vice President, Administration
Annie Curley
Analyst, Business Development & Research
Rushana Cypert
Vice President, Investor Relations
Alyssa Fox
Senior Vice President, Marketing
Cathy Francis
Chief Revenue Officer
Evan Harmon
Vice President
Kirk Harrell
Chief Talent Officer
Dustin Hollas
Principal, Business Development
Brian Hopkin
Vice President
Walker Kahle
Senior Vice President, Portfolio Operations
Marc Lerma
Associate
Brooke Meinkowsky
Controller
Valerie Mills
Office Administrator
Arti Patel
Senior Associate
Chas Richard
Principal
Hannah Roberts
Supervisor, Firm Operations
Maximum Waller
Associate
Wayne Washburn
Chief Technology Officer
Landon Weis
Senior Associate
Anja Timmerman
Operating Advisor* - Integration & Compliance
Jim Turner
Operating Advisor* - Corporate Development

Operating Advisors*

Anja Timmerman
Anja Timmerman
Operating Advisor* - Integration & Compliance
Jim Turner
Jim Turner
Operating Advisor* - Corporate Development
Anja Timmerman
Operating Advisor* - Integration & Compliance
Jim Turner
Operating Advisor* - Corporate Development

*Operating Advisors are not Capstreet employees. They are independent consultants and as members of the Capvalue™ Operating Team they commit their time to work within the Capstreet portfolio.