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
Senior Associate
Saer Brown
Senior Associate
Maxine Burns
Executive Assistant
Brian Chung
Senior Associate
Anshul Chawla
Principal
Wendy Diglio
Corporate Controller
Demetrios Dounis
Partner
Bruce Ennis
Chief Human Capital Officer
Brian Fitzgerald
Founder
Casey Gordon
Executive Assistant
Drew Greene
Associate
James Jang
Vice President
Anastasia Kowal
Chief Financial Officer & Chief Compliance Officer
David Levesque
Fund Accountant
Andrea V. Nelson
Principal
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
Jesse Schanzer
Associate
James Sidwa
Partner
Morgan (Murray) Skarzynski
Vice President
Michael Summe
Associate
Edwin Tan
Partner
Robert Tucker
Managing Partner
John Willert
Partner
Mark Allsteadt
Managing Partner
Robert Tucker
Managing Partner
Demetrios Dounis
Partner
James Sidwa
Partner
Edwin Tan
Partner
John Willert
Partner
Ron Ahuja
Vice President
Angus Bass
Senior Associate
Saer Brown
Senior Associate
Brian Chung
Senior Associate
Anshul Chawla
Principal
Demetrios Dounis
Partner
Drew Greene
Associate
James Jang
Vice President
Andrea V. Nelson
Principal
Sarah Paquet
Principal
Jesse Schanzer
Associate
James Sidwa
Partner
Morgan (Murray) Skarzynski
Vice President
Michael Summe
Associate
Edwin Tan
Partner
Bruce Ennis
Chief Human Capital Officer
Jason Phillips
Senior Vice President of Portfolio Operations
Michelle Ryan
Chief Marketing Officer
John Newman
Principal
John Willert
Partner
Maxine Burns
Executive Assistant
Wendy Diglio
Corporate Controller
Casey Gordon
Executive Assistant
Anastasia Kowal
Chief Financial Officer & Chief Compliance Officer
David Levesque
Fund Accountant
Berat Rifati
Controller and Tax Manager
Susan Russo
Office Manager