Leadership

Advisor

  • 22 Years in Financial Services
  • Former Head of Investments at Children’s Health System of Texas, where he oversaw $1.8 billion in assets
  • Awards: ai-CIO NextGen Forty Under Forty, Class of 2015; Trusted Insight Top 30 LPs Investing in Private Equity 2016; Institutional Investor Portfolio Construction Winner 2016 Healthcare; CIO Magazine’s Industry Innovation Award 2017; Trusted Insight Top 30 Healthcare CIOs; Institutional Investor Healthcare Plan of the Year 2018; Finalist for Next Generation Award, 2015 & 2019
  • Former Interim CIO and Investment Officer at the Meadows Foundation
  • Former Equity Research Associate at Solomon Smith Barney, Deutsche Bank, and Credit Suisse
  • B.A. in Economics from Yale University
  • Holds CFA, FRM, CAIA, and CMT designations

Partner

  • 5 Years in Financial Services
  • Former Chief of Staff, Pacenote Capital
  • Former Investment Assistant, Children’s Health
  • Former Executive Assistant, Kainos Capital
  • B.A. in Psychology from Biola University

Partner

  • 22 Years in Financial Services
  • Co-founder and Senior Advisor of Blueprint Capital Advisors LLC, a $1.3 billion asset management firm
  • Former Managing Director, Ramius a division of Cowen Securities
  • Former Director of Operations and Marketing, River Rock Group
  • Former Director of Marketing, Restoration Capital Management
  • Former Controller, JME Opportunity Partners, LLC
  • B.A. in Economics with a minor in Industrial Engineering from Stanford University
  • Holds CAIA designation

Partner

  • 20+ Years in the Financial Services industry, having started her career as a financial services lawyer
  • Founder and Managing Partner of Tephra Advisors, a private capital fund advisory business, and is a Board Member of WAVE (Women Association of Venture & Equity).
  • Former Founding Team Member and Managing Director of Private Funds Group at GCA Savvian, formerly a publicly traded independent global investment bank, which was acquired by Houlihan Lokey
  • Former Executive Director in the Private Funds Group at UBS
  • Former Vice President at Sterling Partners
  • B.A. from University of Illinois at Urbana-Champaign where she was a scholarship athlete and a J.D. from Chicago-Kent College of Law
  • Ms. Zoller utilizes Innovation Partners LLC as a Broker Dealer