Heartwood’s team of dedicated individuals comes from a wide variety of professional backgrounds and allows us to have the insight to make smart decisions with our management teams while driving lasting value for their businesses.
Ron Ahuja
Vice President
Mark Allsteadt
Managing Partner
Angus Bass
Associate
Saer Brown
Senior Associate
Maxine Burns
Executive Assistant
Brian Chung
Senior Associate
Anshul Chawla
Principal
Wendy Diglio
Corporate Controller
Demetrios Dounis
Managing Director
Bruce Ennis
Chief Human Capital Officer
Brian Fitzgerald
Founder & Chairman
Casey Gordon
Executive Assistant
Drew Greene
Associate
James Jang
Vice President
Anastasia Kowal
Chief Financial Officer & Chief Compliance Officer
Morgan Murray
Vice President
John Newman
Principal
Sarah Paquet
Principal
Jason Phillips
Senior Vice President of Portfolio Operations
Berat Rifati
Controller and Tax Manager
Susan Russo
Office Manager
Michelle Ryan
Chief Marketing Officer
James Sidwa
Managing Director
Michael Summe
Associate
Edwin Tan
Managing Director
Robert Tucker
Managing Partner
Andrea V. Nelson
Principal
John Willert
Managing Director