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.
Vice President
Managing Partner
Senior Associate
Senior Associate
Executive Assistant
Senior Associate
Principal
Corporate Controller
Partner
Chief Human Capital Officer
Founder
Executive Assistant
Associate
Vice President
Chief Financial Officer & Chief Compliance Officer
Fund Accountant
Principal
Principal
Principal
Senior Vice President of Portfolio Operations
Controller and Tax Manager
Office Manager
Chief Marketing Officer
Partner
Vice President
Associate
Partner
Managing Partner
Partner
Managing Partner
Managing Partner
Partner
Partner
Partner
Partner
Vice President
Senior Associate
Senior Associate
Senior Associate
Principal
Partner
Associate
Vice President
Principal
Principal
Partner
Vice President
Associate
Partner
Chief Human Capital Officer
Senior Vice President of Portfolio Operations
Chief Marketing Officer
Principal
Partner
Executive Assistant
Corporate Controller
Executive Assistant
Chief Financial Officer & Chief Compliance Officer
Fund Accountant
Controller and Tax Manager
Office Manager
Ron is an Investment Professional at Heartwood Partners. His career has spanned both private equity and management consulting, and he is responsible in the origination and execution of new investments and the management of existing portfolio companies.
Prior to joining Heartwood Partners, he was an Investment Professional at First Atlantic Capital, a private equity firm in New York, NY. Prior to First Atlantic, Ron was a Consultant at Bain & Co. and Monitor Deloitte.
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Mark is a Managing Partner of Heartwood Partners. He has focused his entire career on private equity and mid to large cap corporations and oversees all activities of the firm along with Rob Tucker.
Prior to joining Heartwood Partners, he was a Partner with Saugatuck Capital Company, a private equity firm in Stamford, CT. Prior to Saugatuck he was Senior Vice President of Operations with Visionworks, Inc. and an operations executive in various positions at Circuit City Stores, Inc. Mark began his career as an Analyst with RFE Investment Partners, a private equity firm in New Canaan, CT.
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Angus is a Senior Associate at Heartwood Partners. His background in research and Alternatives investing complements the team. As an Associate, he is involved in the execution of new investments and the management of existing portfolio companies.
Prior to joining Heartwood Partners, he worked as a Research Associate with Franklin Templeton Investments, where he focused on analyzing and underwriting investment managers across the Alternatives space.
Education:
Bachelor of Arts in Economics with a Minor in Business from Cornell University
Saer is an Senior Associate at Heartwood Partners. His background in investment banking contributes to the firm, where he is involved in the execution of new investments and the management of existing portfolio companies.
Prior to joining Heartwood Partners, he was an Associate with EC Mergers & Acquisitions, an investment bank focused on industrial technology, in New York, NY. Previously he worked as an Analyst at Stephens, Inc. in Little Rock, AR.
Education:
Bachelor of Arts in Economics and History from Sewanee: The University of the South
Brian is an Senior Associate at Heartwood Partners. His career has spanned both private equity and investment banking, and he is involved in execution of new investments and the management of the firm’s portfolio companies.
Prior to joining Heartwood Partners, he was an investment professional at Post Capital Partners, a private equity firm in New York, NY. Prior to Post Capital, Brian was an Analyst at Stifel in New York, NY.
Education:
Bachelor of Science in Foreign Service in International Economics from Georgetown University
Anshul is a Principal at Heartwood Partners. His background in both private equity and investment banking contributes to his involvement in the business strategy and operations of the firm’s portfolio companies.
Prior to joining Heartwood Partners, he worked as an Analyst at BNP Paribas within their Merchant Banking Group.
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Wendy is the Corporate Controller at Heartwood Partners. Her extensive career in accounting allows her to be responsible for the accounting of the firm’s limited partnerships, communications with limited partners, and the due diligence and acquisition processes.
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Demetrios is a Partner at Heartwood Partners. He has an extensive background in private equity and investment banking, and he is responsible for evaluating new investment opportunities and managing existing portfolio companies for the firm.
Prior to joining Heartwood Partners, he was an Investment Partner at The Compass Group, a private equity firm in Westport, CT. Prior to Compass, Demetrios was an Analyst at UBS in New York, NY. Demetrios began his career at Deloitte in New York, NY, where he was a Senior Accountant.
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Bruce is the Chief Human Capital Officer of Heartwood Partners. His international background in assisting organizational development, blending strategy into tactics, and implementing diversity and talent management programs allows him to provide comprehensive support to human capital strategies at the firm and portfolio company-level.
Prior to joining Heartwood Partners, Bruce was Vice President Human Resources at Bigelow Tea, Human Resources Client Manager at Sikorsky Global Helicopters, Director of Human Resources at Pepperidge Farm, and held various human resource leadership positions at Citizens Communications (now Frontier). Before moving to the United States, he was recruited in the United Kingdom by Cadbury Schweppes to their Accelerated Management Development Program for Human Resources. He has previously spent many years with both the United Way and Junior Achievement organizations in Connecticut.
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Brian is the Founder of Heartwood Partners. His entire career has focused primarily on private equity, corporate development, and acquisitions.
Brian founded Capital Partners® in 1982, along with the participation of management and principals from companies he previously acquired.
Prior to founding Capital Partners®, he was a General Partner of Industrial Capital Group, a diversified acquisition and investment holding company. Before his tenure at Industrial Capital Group he held senior positions at General Electric Co. and The Vencap Group, a corporate development and acquisition firm. Brian began his career at Kidder, Peabody as an Investment Banking Associate.
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Casey is an Executive Assistant at Heartwood Partners. She has an extensive corporate background, primarily within investment banking, and is responsible for assisting the firm’s management team.
Education:
Bachelor of Science from University of Connecticut
Drew is an Associate at Heartwood Partners. Prior to joining Heartwood Partners, Drew was a Strategy and M&A Associate with The Heritage Group, where he supported the execution of add-on acquisitions and new platform investments. Previously he worked as an Analyst with JMP Securities in New York, NY.
Education:
Bachelor of Science in Finance, Economics & Management from Purdue University
James is an investment professional at Heartwood Partners. He is responsible for evaluating new investment opportunities and managing existing portfolio companies.
Prior to joining Heartwood Partners, he worked as an investment professional at KPS Capital Partners, a private equity firm in New York, NY. Prior to KPS, he was an investment professional at Rockwood Equity Partners, a private equity firm in New York, NY.
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Annie is the Chief Financial Officer & Chief Compliance Officer of Heartwood Partners. She possesses an extensive background in accounting, primarily in private equity, and is responsible for fund administration and compliance.
Prior to joining Heartwood Partners, she was a Senior Fund Controller with Greenfield Partners, a real estate private equity firm in Westport, CT. While at Greenfield, her responsibilities included fund level accounting and reporting, oversight of portfolio company accounting, and assisting the acquisitions and asset management teams with investment-related matters. Prior to Greenfield, Annie was a Real Estate Accountant at Grove International Partners. Annie began her career at Deloitte & Touche where she was a Manager in the Assurance and Advisory Services group.
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David Levesque is a Fund Accountant at Heartwood Partners. He is responsible for all aspects of investment accounting for the funds and co-investment funds.
Prior to joining Heartwood Partners, he was an investment staff accountant at Odyssey Re, a Reinsurance Company based in Stamford, CT where he was responsible for the investment accounting of its subsidiaries and investments in multiple asset classes. Prior to Odyssey Re, David worked for Rockit Solutions as a Staff Fund Accountant, completing all the accounting processes for multiple Rockefeller funds.
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Andrea is a Principal at Heartwood Partners. Her career in both private equity and investment banking contributes to her involvement in the business strategy and operations of the firm’s portfolio companies.
Prior to joining Heartwood Partners, she was an investment professional with Cambridge Capital where she focused on the supply chain sector. Previously she worked at Seale & Associates, a boutique investment bank, and Cambridge Associates, an investment advisor to institutional clients.
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John is a Principal at Heartwood Partners. He has an extensive background in investment banking and management consulting and is involved in the origination and execution of new investments for the firm while managing existing portfolio companies.
Prior to joining Heartwood Partners, John was a Director in the KeyBanc Capital Markets Industrials Group for four years. Prior to KeyBanc, John spent a total of twelve years at Jefferies & Co. and Bear, Stearns & Co. in their industrial investment banking groups.
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Sarah is a Principal at Heartwood Partners. Her career has spanned both private equity and investment banking, and she is responsible for the business strategy and operations of the firm’s portfolio companies.
Prior to joining Heartwood Partners, she was an investment professional at Baird Capital, a private equity firm in Chicago, IL. Prior to Baird, Sarah was an Analyst at Houlihan Lokey in Chicago, IL.
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Jason is the Senior Vice President of Portfolio Operations for Heartwood Partners. His unique background as both a hands-on business operator and operations consultant enables strong collaboration with portfolio company teams to drive and accelerate value creation.
Prior to joining Heartwood Partners, Jason served as the Chief Operating Officer at Archway, a premium provider of operating services for Fortune 500 clients. Jason also served as the Vice President of Operations at Johnson Brothers, a leading wholesaler of adult beverages. Prior to Johnson Brothers, Jason was a Director at AlixPartners, a management consulting firm specializing in delivering sustainable operating improvements for clients. Earlier in his career, Jason served as the Vice President of Technology for Beiersdorf North America.
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Berat is a Controller & Tax Manager at Heartwood Partners. He specializes in accounting and tax and is responsible for the financial operations and reporting of the firm’s funds.
Prior to joining Heartwood Partners, he was a Senior Fund Accountant with Atlas Holdings LLC, a $3.0 billion special situations & distressed buyout private equity firm based in Greenwich, CT. Prior to Atlas, he was a Senior Associate at KPMG in the alternative investments tax practice, providing tax consulting and compliance services to private equity, real estate, and manufacturing clients.
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Sue is the Office Manager for Heartwood Partners. She has an extensive corporate background and is responsible for maintaining the office environment and assisting the firm’s management teams.
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Michelle is the Chief Marketing Officer of Heartwood Partners. She brings extensive marketing and eCommerce experience with her and manages all branding, communications, and digital strategies both within the firm and with portfolio companies.
Prior to joining Heartwood Partners, she was Chief Marketing Officer at Town Sports International, one of the largest owners and operators of exclusive fitness clubs in the United States. While there, she successfully developed and led innovative marketing and digital strategies, delivered seamless customer experiences, and built transformative branding solutions. Prior to Town Sports International, she held leadership marketing and digital positions with fashion retailers such as Juicy Couture, Armani Exchange, Donna Karan, Kate Spade, and Calvin Klein.
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James is a Partner of Heartwood Partners. He brings an extensive background in accounting and financial diligence related to mergers and acquisitions to the firm, where he evaluates new and existing investment opportunities.
Prior to joining Heartwood Partners, he was with PricewaterhouseCoopers’ (“PWC”) Trans Services group in New York where he provided accounting and finance diligence services. Prior to PWC, James was the Controller & Treasurer of FE Clean Energy, a specialty-focused private equity firm in Darien, CT. James began his career with PricewaterhouseCoopers as a tax specialist and later with Arthur Anderson as an auditor of public and private companies.
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Morgan is a Vice President at Heartwood Partners. With a background in private equity, she is involved in the origination and execution of new investments and the management of existing portfolio companies.
Prior to joining Heartwood Partners, she worked as an Analyst at Hancock Capital Management on their junior debt and co-equity investment platforms.
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Michael is an Associate at Heartwood Partners. With a background in private equity, Mr. Summe is involved in the execution of new investments and the management of existing portfolio companies.
Prior to joining Heartwood Partners, Mr. Summe worked as an Analyst at Drum Capital Management where he supported the investment team on the execution of prospective direct investments, co-investments, and primary fund investments.
Education:
Bachelor of Business Administration in Finance from the University of Kentucky
Ed is a Partner at Heartwood Partners. He brings his experience in private equity and debt experience to the firm, where he is responsible for business strategy and investment opportunities for portfolio companies.
Prior to joining Heartwood Partners, he was an investment professional at Prospect Capital Corporation, a debt investment firm in New York, NY. He started his private equity career at RFE Investment Partners, a private equity firm in New Canaan, CT. Prior to RFE, Ed began his career as an Analyst in First Union’s M&A group in Charlotte, NC, which was formerly a boutique investment bank called Bowles Hollow Connor & Co.
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Rob is a Managing Partner of Heartwood Partners. As an industry veteran, he has dedicated his career to private equity and oversees all activities of the firm along with Mark Allsteadt.
Prior to joining Heartwood Partners, he was a Partner with Saugatuck Company, a private equity firm in Connecticut. Prior to Saugatuck, he was a Partner with Rutledge Capital in Connecticut. Rob began his career as an Associate with Brown Brothers Harriman & Co. in New York, NY where he was a member of the team that invested The 1818 Fund, L.P. and later was a member of the U.S. private equity investment group of Barclays Bank, a limited partner in The 1818 Fund.
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John is a Partner at Heartwood Partners. His career has spanned both private equity and investment banking disciplines, and he is responsible for sourcing and evaluating new investment opportunities for the firm.
Prior to joining Heartwood Partners, he was a Principal with Family Capital Growth Partners, a private equity firm in Greenwich, CT and was concurrently a Vice President of de Visscher & Co., Family Capital's affiliated investment bank.
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