Jeff is Chairman of LMP and co-founded the Firm in 1999. Jeff chairs the firm’s Board of Managers. Prior to LMP, he co-founded Putnam Lovell Group Inc. (“Putnam Lovell”) in 1987. In his years at Putnam Lovell, Jeff served as President and Vice Chairman through its development from a single office, M&A advisory firm to a full-service investment bank serving financial institutions worldwide from offices in the U.S. and London. Putnam Lovell was recognized as a prominent boutique firm in global financial services and was acquired by Jefferies. At Putnam Lovell, Jeff served as the senior investment banker on numerous mergers and acquisitions and, notably, he organized its private equity business which became the foundation of LMP. Prior to Putnam Lovell, from 1976 through 1987, Jeff held various management positions at SEI Investments in its formative years pre and post-IPO.

Jeff is currently a member of the Board of Managers of Matthews International Capital Management. Over the last 25 years, Jeff has served on many portfolio company boards and served as the Chairman of several Boards including Duff & Phelps and Mercer Advisors. Jeff is an active alumnus of the University of Colorado at Boulder. He is a Board Member Emeritus of the Leeds School of Business and served on the Investment Committee of the University of Colorado Foundation for over a decade. Jeff earned a B.S. degree in Business Administration, cum laude in Finance, from the Leeds School of Business at University of Colorado.

Jim co-founded Lovell Minnick Partners in 1999. Through 2023, he co-chaired the Firm’s Board of Managers and served on its Investment Committee. Under Jim’s leadership, LMP grew from its initial $105 million fund to its most recent Fund V of $1.28 billion, and Jim helped to create impressive value for our investors and management teams.

Prior to co-founding LMP, he was the President and CEO of Morgan Grenfell Capital Management Inc., an asset management firm. Under Jim’s leadership, Morgan Grenfell grew its AUM from under $3 billion in 1987 to over $30 billion in 1999. This growth in assets was the result of expanding its international investment products into U.S. domestic products and leveraging the firm’s strong institutional presence to establish new distribution channels through the mutual fund marketplace and broker-sponsored programs. Before joining Morgan Grenfell, he was Executive Vice President at SEI Investments Company (NASDAQ: SEIC) responsible for consulting, marketing, and product development. While at SEI, Jim’s positions included national and regional marketing roles and head of the asset allocation and investment manager search practices. Prior to his employment at SEI, Jim was employed by an economic consulting firm and resided in Luxembourg.

He is a member of the Boards of Directors of CenterSquare Investment Management, LLC, LSQ Funding LLC, and Pathstone. Prior board positions include ALPS Holdings Inc., AssetMark Investment Services, Inc., ClariVest Asset Management LLC, Kanaly Holdings LLC, Lincoln Investment Planning, LLC and TriState Capital Holdings, Inc. Jim earned a Congressional appointment to the United States Air Force Academy and a B.A. degree in Economics from the University of Denver.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Jay Newcom served as General Counsel and a Partner of LMP from the firm's inception in 1999 through 2018, when he was appointed an Advisor*. He has over 40 years of experience in sophisticated corporate and securities transactions, with an emphasis on private equity investing in the asset management industry. Jay’s prior associations include McDermott, Will & Emery LLP (Chicago), Rifkind, Sterling & Lockwood LLP (Beverly Hills), Shook, Hardy & Bacon LLP (Kansas City) and Davis Graham & Stubbs LLP (Denver), where he was a retired Partner through 2013.

Jay earned a B.A. degree from Graceland University, where he later received an Honorary Doctorate of Law, and a J.D. degree from Harvard University.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Ron Austin began as an Advisor* to LMP in 2022. As an independent consultant, Ron works closely with LMP’s investment professionals assisting in deal sourcing, evaluation and due diligence, advising on portfolio company operations and with respect to general conditions in the industries in which LMP invests. In particular, he advises on insurance-related opportunities.

Ron has over 40 years of experience in the insurance industry, with an extensive operating history in the underwriting as well as distribution aspects of the business. Most recently, he was an Executive Vice President in the AMWINS Group, a leading independent global wholesale distributor of specialty insurance products after serving as President of Worldwide Facilities, a United States wholesale insurance broker, managing general agent and program manager. Ron’s responsibilities at Worldwide included leading the execution of a growth strategy that entailed acquisitions as well as significant organic growth. Prior to joining Worldwide, Ron was on the carrier side of the insurance business. He created and led a specialty insurance company on behalf of a publicly traded holding company, and has held various underwriting and underwriting management positions since beginning his career.

Because of Ron’s operating company experience in the insurance industry, in addition to his duties on behalf of LMP, he may from time to time serve as an independent portfolio company board member.

Ron holds a B.A. in Political Science from the University of Connecticut and resides with his wife in Santa Monica, California.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Scott Bagwell was named as an Advisor* to LMP in 2022. As an independent consultant, Scott works with LMP on a variety of matters including identifying potential investments, evaluating new investment opportunities, talent assessment, sales organization development and strategy, and overall organizational structure and effectiveness in the industries in which LMP invests.

Scott has more than 30 years of experience in healthcare finance and technology, including market segments such as clinical, pharmacy, payments, and revenue cycle management. He has a proven track record exceeding corporate and client objectives by leading management teams focused on alignment with operational, board and investor targets.

Previously, Scott held executive leadership roles and was a key executive involved with multiple acquisitions, including the sale of Sunquest Information Systems to Misys, the sale of NDCHealth to PerSe Technologies, the sale of PerSe to McKesson, and the sale of Passport Health to Experian. Most recently, Scott served as President of Experian Health, where he integrated disparate sales, marketing, and customer success teams into the Experian Health Go-to-Market strategy, achieving record setting financial and customer satisfaction goals.

Scott’s current and past board roles include ACU-Serve, CORL Technology, Genesis AHC, EnableComp, and Verisys Corporation.

Scott graduated with a BS degree in Business Administration, Management and Marketing from the Darla Moore School of Business at the University of South Carolina.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Chris Barbee began as an Advisor* to LMP in 2020. As an independent consultant, Chris works closely with LMP’s investment professionals assisting in deal sourcing, evaluation and due diligence, advising on portfolio company operations and general conditions in the industries in which LMP invests. In addition, he advises on corporate strategies in the financial consulting segment.

Chris has over 40 years of experience in risk and financial consulting, recently retiring from PwC after serving as the Global Leader of Forensic Services. He currently is the Audit Committee Chair of Structure Tone Building Group LLC, an international construction company, and JS Held Holdings LLC, a former LMP portfolio company that provides specialty consulting services around property insurance and loss consulting, litigation and dispute resolution services. Chris holds a B.S. in Business Administration (major in Accounting) from the University of Missouri-Columbia.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Joan Binstock, CPA, began as an Advisor^* to LMP in 2018. As an independent consultant, Joan works closely with LMP’s investment professionals assisting in deal sourcing, evaluation and due diligence, advising on financial, strategic and operational risk management practices.

Joan has a distinguished record of leadership in the financial services industry, most recently as the Chief Financial Officer of Lord Abbett & Co, where she established and chaired the firm’s audit committee. Joan joined Lord Abbett in 1999 as the Chief Operations Officer and was soon asked to join the Partnership and take on the additional responsibilities of the Chief Financial Officer. She, along with the senior leadership team, transformed the firm from a US focused, retail-based asset management firm with $30 billion under management into a global firm with deep product breadth, broad distribution, robust risk management and over $160 billion in assets.

Her board role on SimCorp, an investment management solutions technology company, and lead director roles for not-for-profit boards have provided her a deep understanding of the governance and fiduciary responsibilities of a board/audit committee member. Ms. Binstock is a member of the National Association of Corporate Directors.

She’s had broad exposure to the capital markets, on the origination or sell side and buy side and has also worked on corporate actions, workouts and valuation issues related to restructurings and bankruptcies.

Because of Joan’s operating company experience in the financial services industry, in addition to her duties on behalf of LMP, she may from time to time serve as an independent portfolio company board or management member.

Joan is Vice Chair of the Bronx High School of Science Endowment Fund, member of the Duke University School of Medicine Board of Visitors, and a YearUp NY/NJ Advisory Board member.

Joan earned her M.B.A. from the NYU Stern School of Business and her B.A. in Mathematics from the State University of New York at Binghamton.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Greg Cohen* was named an Operating Partner to LMP in 2019. As an independent consultant, he has been assisting the investment team in reviewing numerous payments, software and commerce opportunities, many of which have been pursued on an exclusive basis. Greg is currently the CEO of FortisPay, an LMP portfolio company.

Greg is a recognized payment and financial technology industry leader who has built national and global organizations with high level exits. He is a past president of the Electronic Transactions Association and former member of MasterCard, Discover and NACHA advisory boards, and is an advisor to some of the fastest growing payments technology companies and investment firms and speaker thru his advisory practice, PayX Advisory.

Most recently, Greg was President of Paya, a private equity backed integrated software, payment and EFT processor servicing over 100,000 businesses in North America. He held the role of interim CEO for four months during his tenure as he was asked by the equity partners to step in to lead the organization after the tragic death of the CEO. Greg led the organization through a corporate carve out at onset, a transformational strategy realignment for growth, the implementation of a modern technology stack and three software and technology acquisitions.

Prior to assuming this role, Greg was the President and then Chief Operating Officer of iPayment, leading the operations of the top 20 processor. In addition, he served as Chief Strategy & Revenue Officer for Cayan, and served as President for the U.S. Group and Emerging Payments at Moneris Solutions, a JV of the Royal Bank of Canada and the Bank of Montreal. He has also held senior positions with VeriFone, Global Payments, TSYS and BankServ Check Services.

Because of Greg’s operating company experience in the financial services industry, in addition to his activities for LMP, he may from time to time serve as an independent portfolio company board or management member.

Greg earned an M.B.A. in Strategic Marketing from The George Washington University and a B.A. in Math and Economics from Emory University.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Ron Cordes began as an Advisor^* to LMP in 2018 and chairs the firm's ESG Committee. As an independent consultant, Ron works closely with LMP’s investment professionals assisting in deal sourcing, evaluation and due diligence, with a particular focus in wealth and asset management, managed account platforms and the SRI/ESG asset management market.

Ron has over 35 years of experience in financial services and wealth management, including leadership, M&A, strategic planning, business development and board experience.

Ron was co-founder, CEO (1996-2009) and Executive Co-Chairman (2009-2016) of AssetMark, a leading U.S. managed account platform with more than $50 billion of assets and a former portfolio company of LMP. He co-authored “The Art of Investing” published by McGraw Hill, and was an Ernst & Young Entrepreneur of the Year in 2005.

Since co-founding the Cordes Foundation in 2006, Ron has focused on social entrepreneurship, ESG and impact investing. He currently serves on the boards of MicroVest Capital Management, Align Impact, ImpactAssets, and the Social Impact Lab at Lynn University. He is also a frequent keynote speaker at universities and investment industry events, and his work has been profiled in publications including the New York Times, Barron’s, FastCompany, Financial Times, Forbes and FORTUNE.

Because of Ron's operating company experience in the financial services industry, in addition to his activities for LMP, he may from time to time serve as an independent portfolio company board or management member.

Ron earned his B.S. in Business Administration from the University of California, Berkeley.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Edward Creasy was named as an Advisor^* to LMP in 2020.  Edward has over 40 years of experience in the global non-life insurance industry, with particular focus on the London international insurance marketplace and Lloyd's of London. He has worked as an insurance broker, an underwriter and a manager of several businesses during the course of his career. He has expertise in financial services leadership, building businesses, strategic management, investment management, and mergers and acquisitions and is an experienced board chairman.

He is currently Chairman of Charles Taylor and was Chief Executive and latterly Chairman of the Kiln Group, and was a founder director of the Lloyd's Franchise Board. In addition, he has chaired the boards of Lycetts Insurance Brokers, Ecclesiastical Insurance Office and Charles Taylor plc, is the Deputy Chairman of W R Berkley Syndicate Management Ltd and Senior Independent Director of Pacific Horizon Investment Trust plc; and he has been a Lloyd's regulatory committee member. He is also involved in the charity sector and is Chairman of Social Venture Partners. London. He is due to become the High Sheriff of Suffolk in 2021.

Edward is a Chartered Insurer, having obtained an MA at Trinity College Cambridge and an MBA at City University Business School.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Richard Fuchs was named as an Advisor* to LMP in 2024, bringing more than 35 years of experience across healthcare and financial services. In the past, Richard held leadership roles at Health Net (Centene) United Healthcare, Anthem (Elevance) and Walmart.  As an independent Advisor, Richard will assist LMP in identifying and evaluating new investment opportunities and supporting LMP’s portfolio companies.

Richard most recently served as Walmart’s SVP of Strategy, Innovation and Sales, bringing Walmart’s healthcare capabilities to market, including Primary Care Clinics, Virtual Healthcare Platform, Optical Services, multi-channel pharmacy capabilities, directed spend benefits, Walmart Insurance Services, and Healthcare programs.

Previously, at Anthem, Richard developed a National Labor Organization across the 14 Anthem Blue Cross and Blue Shield markets, where the company’s National Labor Business Unit became the leader in healthcare services to the Taft Hartley marketplace. Over a 10+ year career at Anthem, Richard also developed Anthem’s dedicated student business and led the large group segment strategy and Integrated Business verticals.  During his tenure, Richard also led the acquisition and integration of Ameriben, and he managed the privately-held Third Party Administrators segment, which has become a major growth resource for Elevance. 

Richard’s career began at Health Net, where he became a business unit leader in both the East and West Coast. During his 15-year tenure with the managed healthcare organization, Richard focused on large group employers, unions and public sector entities.  After Health Net, Richard joined United Healthcare, leading their Public and Labor sector sales organization growing their membership by more than one million and over $5 billion in annualized revenue.  Richard also helped develop products, services and strategy that are instrumental to their current product and growth objectives.

Richard received his Bachelor of Arts, Political Science from Wittenberg University.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Ron Garrow was named as an Advisor* to LMP in 2024 and is an executive leader bringing a strategic perspective of an organization’s workforce, culture, and operations.

Ron’s expertise spans over 30 years in managing and communicating change to employees and facilitating various initiatives ensure that organizations remain aligned with overall goals.

At Gartner, Ron worked with Chief Human Resources Officers (CHROs) in financial services, healthcare, life sciences, and manufacturing to advance mission-critical priorities. As a single source of knowledge and insight, he has advised clients in preparation for board presentations and engagement.

Ron previously served as CHRO at PPD, where he provided HR oversight and support for 30,000+ employees in 98 offices across 47 countries. He was a trusted advisor to the CEO and executive committee and a member of the board’s HR and compensation committee. Ron transformed HR into a strategic role, and in partnership with finance and legal, he led initiatives to take the company public in 2020.

Earlier, Ron served as the CHRO with Belk, working closely with the CEO on margin improvements, inventory, and private brand growth. For publicly traded MasterCard, Ron maintained accountability for global human resources in 210 countries. He transformed the HR team, implemented Workday, modernized the benefits plan, and worked closely with the CEO to overhaul the culture and company into a respected technology brand in global payments. 

He completed his MBA from Pfeiffer University and a Bachelor of Arts in Business Administration from the University of North Carolina.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Steve Grenfell was named as an Advisor* to LMP in 2021.  As a member of the Advisory Council Steve works with Lovell Minnick portfolio companies to improve operations across their organizations.

During a career spanning over 30 years, Steve has served in leadership roles as well as board roles for companies ranging from pre-revenue to multibillion-dollar public and private enterprises covering a variety of industries with extensive experience in finance and accounting, business strategy, business viability, risk management, and all aspects of mergers and acquisitions.

From 2003 through 2021, Steve worked for Safeguard Scientifics, Inc., a holding company that provides capital and relevant expertise to technology-driven businesses in financial services, healthcare and digital media. In his most recent role as SVP and MD, Operations, Steve’s responsibilities included financial and operational oversight of the partner companies from due diligence through divestiture, and working with partner company management teams on strategy, budgeting, planning, forecasting, special projects, facilities, insurance, evaluating financing options, and preparing for and managing the sale of the business.

Steve began his career in the audit practice at Price Waterhouse and has subsequently held management level and senior leadership positions with firms in manufacturing, oil and gas, pharmaceuticals and online promotions including Technology Services Group, Inc., Castle Energy Corporation, Centeon, Astra Merck through its merger into AstraZeneca, Inc., and RealTime Media, Inc.

Steve leads an advisory firm, working with organizations and their investors on financial and operational assessments and recommendations for improvement. He is a Senior Advisor to Safeguard Scientifics, Inc. and previously served on the boards of AdvantEdge Healthcare Solutions, Bridgevine, Clutch Holdings, Inc., Hoopla, Lumesis, Inc., ProModel, T-Rex Analytics and WebLinc.

Steve earned a Bachelor of Science degree in Accounting from King’s College in Wilkes-Barre, PA.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Scott Heberton was named as an Advisor* to LMP in 2020. He currently serves as a Board Member and Executive Chairman of Omni Healthcare Financial, LLC following his retirement from Wells Fargo Securities in 2019. During his tenure at Wells Fargo Securities, Scott served for over 10 years as Head of FIG Investment Banking and Capital Markets. He was a member of the Investment Bank’s Operating Committee as well as Investment Banking Commitment Committee and Advisory Committee.

Scott’s extensive career in Financial Services has been primarily focused on advisory work and capital raising for the industry verticals of Specialty Finance, Residential and Commercial Real Estate and Alternative Asset Management.

Mr. Heberton earning his M.B.A. from The Fuqua School of Business at Duke University and holds a Bachelor of Arts degree in Economics from the University of Virginia.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Dr. Heinz Hockmann began as an Advisor* to LMP in 2012. As an independent consultant, Heinz works closely with LMP’s investment professionals and assists in deal sourcing, investment evaluation and due diligence on European and international asset management opportunities.

Heinz was an executive officer at Commerzbank AG in Germany for nearly twenty years and was a Member of the Management Board of the Bank with responsibilities for asset management, private banking and investment banking. Earlier in his career at Commerzbank, he founded its asset management business for international institutional clients and built the bank’s global asset management platform. After his tenure at Commerzbank, through 2005, he led the restructuring of Westfalenbank AG, a bank focused on mid-size companies, asset management and private banking. He then joined Fortis Investments and developed its asset management business in Germany, Austria and Eastern Europe.

In 2008, Heinz co-founded Silk Invest, an investment management company headquartered in London and specialized in frontier markets with offices in various African and Middle Eastern countries. He serves on the Board of Silk Invest as well as the boards of several German companies in the financial services sector including WWK, a major German insurance company.  In addition, Heinz is a member of the CFA Institute’s Board of Governors.

Because of Heinz’s operating company experience, in addition to his activities on behalf of LMP, he may from time to time serve as a portfolio company director. 

Heinz holds a master’s degree from Bochum University where he also received his Ph.D. in 1983. He is a lecturer for Investment Banking and Commercial Banking at the Justus-Liebig University in Giessen.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Valerie (Val) Soranno Keating was named as an Advisor* to LMP in 2020, having worked with our team for several years as the Executive Chairman of Engage People. Val is a global CEO with 30+ years of experience across multiple industry segments including financial services, consumer, B2B, and digital industries. She also has over fifteen years of board service in public and private organizations.

Val is best known for breathing new life into iconic brands facing extraordinary market challenges, being a disruptive thinker, inspiring leaders and building dynamic teams. She and her teams have led market breakthroughs resulting in industry-high growth rates for several Fortune 250 businesses.

Most recently, as the CEO of Barclaycard, Val oversaw a portfolio of $60B in assets with over 30 million customers and 11,000 employees spanning the U.S., Europe, and Africa. During her six years in this role, the Barclaycard business tripled in size, expanded into new channels and products and achieved record returns. Val was also a member of the Group Operational Risk & Control Committee and the Asset & Liability Management Committee.

Prior to Barclaycard, Val spent sixteen years at American Express where she was a member of the Global Management Committee and led multiple business units.

Val’s prior board involvements include serving as Director and Executive Committee Member, Visa Europe; Chairman of the Board, Barclays Bank of Delaware; Director, Junior Achievement International; as well several boards of corporate joint ventures. Val is currently Director and Chairman of the Compliance Committee, One Main Holdings, Inc.; Director, Member of the Audit Committee and Chair of the Governance Committee, CPI Card Group; and Executive Chairman, Board of Directors for Engage People Inc.

Val has been recognized as one of The Most Influential Women In Payments by PaymentSource, Most Influential Corporate Board Directors by WomenInc., Top 3 among OUTstanding Executive Allies, #4 among the Most Powerful Women In Finance by American Banker, and Top 40 Executives Under 40 by Crain’s Business NY.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Marshall Lux was named as an Advisor* to LMP in 2024, bringing over 35 years of experience in financial services strategy, go to market, operations, technology and risk management. As an independent consultant,  Marshall will assist LMP in all aspects of investments and operations. 

Marshall was a Senior Partner at BCG and McKinsey where he focused on all manner of Financial Services and Private Equity.  He was also Chief Risk Officer for Chase, managing risk for the largest consumer bank in the US. 

Marshall serves as an independent member of various Boards including Mphasis, a leading provider of Information Technology to Banking, Insurance, Health Care, Travel, and other sectors; Flagstar; and Guardian Life Mutual Funds. He also works as an advisor for several leading technology firms, including SecurityScorecard and WorkFusion.

Marshall is also a member of the Council on Foreign Relations and is a Senior Fellow at the Mossavar-Rahmani Center for Business and Government at the Kennedy School at Harvard University, researching and lecturing on financial regulation, and is also a fellow at Georgetown University’s Psaros Center for Financial Markets and Policy.

Because of Marshall’s operating company experience in the financial services industry, in addition to his activities for LMP, he may from time to time serve as an independent portfolio company board or management member.

Marshall holds a Bachelor of Arts degree in Economics from the Woodrow Wilson School of Public and International Affairs, Princeton University and M.B.A. from Harvard Business School.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Bill Neuman was named as an Advisor* to LMP in 2021. As an independent consultant, he employs his extensive product development, process, and technology background to help our portfolio companies accelerate growth and operational efficiency. Bill also works closely with LMP’s investment professionals assisting in deal evaluation and due diligence, with a focus on technology, IT, and software product strategy.

Over a career spanning more than 30 years, Bill has held leadership roles in product management, engineering, and consulting at several public and private firms across varied industries. Most recently, he led the global product development team at Eze Software, a fintech firm offering investment management software on premises and in the cloud. Under his leadership, the team cut R&D costs by a third while increasing velocity, implemented a platform strategy with the firm’s existing products to more than triple cross-selling, and launched and grew a new award-winning cloud native solution platform.

Bill launched his career with Ford Motor Company and has subsequently held leadership positions with several technology firms including auxilium, PTC, Copyright Clearance Center, and Avid Technology.

He leads an advisory and coaching practice, working with firms of all sizes and their investors to stimulate profitable growth with improvements to strategic planning and execution, technology strategy, Agile methodology, organizational design, product management, and quality systems.

Bill earned his MBA and Bachelor of Science in Electrical Engineering from the University of Michigan.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Robert Orefice was named as an Advisor* to LMP in 2024 and is an independent consultant and Product, Technology, & Agile Process Leader. He is also an entrepreneur and co-founder of Hakkiri Software, Inc., a boutique software vendor focused on enabling predictable software delivery through a product offering in the Atlassian Marketplace. Robert is currently serving as Interim CTO of S&S Health, an LMP Portfolio company.

Before his current positions, Robert held transformational leadership roles at Aetion, a healthcare data analytics company, WebMD, and Eze Software Group. He leverages his deep technical expertise honed through many years in the semiconductor industry as a microprocessor designer and methodology leader at Advanced Micro Devices (AMD). At AMD he was involved in extending the x86 architecture to 64-bits and innovative low-power designs, which were patented and published. Robert remains hands-on with the latest cloud technologies, architectures, and tech stacks.

Robert holds a Master of Science in Computer Engineering from Walden University and a Bachelor of Science in Computer Engineering from Rochester Institute of Technology. He has given talks at MongoDB’s flagship conferences and international Agile events. He has earned numerous professional certifications over the course of his career, including ASQ Certified Six Sigma Blackbelt, AWS Certified Solutions Architect, and Scaled Agile (SAFe) Program Consultant (SPC).

Because of Robert’s operating company experience in the financial services industry, in addition to his activities for LMP, he may from time to time serve as an independent portfolio company board or management member.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Steve Ozonian was named as an Advisor* to LMP in 2020. He is the President and CEO of Williston Financial Group (a Golden Gate Capital holding) where he is leveraging his innovative background in all facets of the real estate industry to digitally transform transactions.

Steve was part of Lending Tree’s launch as a public entity and became Chief Executive Officer of their wholly owned subsidiary, RealEstate.com. He serves as Lead Director of Lending Tree, Inc. Steve's other public company service includes realtor.com (Move Inc.) where he secured top positioning for this industry-changing Web portal as CEO. He was the national executive for residential at Bank of America, Chairman and CEO of Prudential’s residential and corporate services companies, and prior to that was EVP of Coldwell Banker. His private company tenure includes CRO of Carrington Capital and Chairman and CEO of Global Mobility Solutions.

Steve is a board member of Attom Data, Inside Real Estate and Xactus.

He earned his M.B.A. from Loyola University of Chicago and his Bachelor of Arts from Northeastern Illinois University.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Stefanie Shelley was named an Advisor* to LMP in 2020 and works with our portfolio companies to leverage her extensive marketing background in financial services / fintech to drive growth and value creation.

Stefanie is an Executive Advisor, Coach and Board Director with broad C-suite experience in the financial services and tech-driven business solutions space. She is a long-time business executive with a diverse functional and “intrapreneurial” background and a track record of driving growth, digital transformation and value creation at Broadridge Financial Solutions, Capital One, Citibank, JP Morgan Chase and GE/GE Capital.

Stefanie has an advisory, coaching and board practice and she works with small- to large- cap companies and private equity firms on driving growth. She is a Board Director at Mercer Advisors, a leading national RIA, full-service wealth management firm and Fora Financial, a leader in the small business lending space. She also sits on the board of the NY Chapter of the National Association of Corporate Directors. Previously Stefanie was a Board Director and Audit Committee member at Green Bancorp [NASDAQ: GNBC] for nine years. The bank grew assets 10-fold through acquisitions and organic growth, was taken public and then closed a “merger of equals” with Veritex Bank, making it one of the ten largest independent banks in Texas.

Stefanie has over 30 years of executive experience in CMO and general management roles at major, global institutions including Broadridge Financial Solutions, a global provider of technology solutions. Over seven years at Broadridge, she built a marketing function from the ground up and led a repositioning of the company which doubled revenue from $2B to $4B and more than tripled the stock price.

Earlier, Stefanie held senior positions at Capital One, Citibank and JP Morgan Chase, leading digital transformation in the financial services industry. She was EVP, Bank Marketing at Capital One, Deposit Product Management & Marketing Executive at Citibank and CMO, Small Business Banking at JP Morgan Chase. 

Because of Stefanie’s operating company experience in the financial services industry, in addition to his activities for LMP, she may from time to time serve as an independent portfolio company board or management member.

Stefanie has an M.B.A. in Marketing & Strategic Management from the Wharton School at the University of Pennsylvania, and a B.A. in Economics from Colgate University.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Ned Stringham was named as an Advisor* to LMP in 2023, having worked with our team for several years as the CEO of Inside Real Estate. As an independent consultant, Ned works closely with LMP’s investment professionals assisting in deal sourcing, evaluation and due diligence, advising on portfolio company operations and with respect to general conditions in the industries in which LMP invests. In particular, he advises on technology and software.

Ned is a successful entrepreneur and investor focused on vertical software. Over the last 20 years, he has actively invested his own capital through his private investment firm, 42 Ventures, in numerous software businesses on his own and in partnership with several private equity firms. Collectively, these companies have delivered well over $1 billion in equity returns to their investors. Ned takes an active role in his investments acting in most instances as the Executive Chairman or CEO and in several cases as a Founder.  Among these businesses are Swipeclock, Insurance Technologies, FAST, Inside Real Estate, Touchpath and Simpleview.

Ned sits on the board of ATTOM Data Solutions.

Ned received an M.B.A. from Harvard Business School and B.S. degrees in Philosophy and Political Science from the University of Utah where he was a Truman Scholar and Student Body President.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Joseph Velli began as an Advisor* to LMP in 2016. As an independent consultant, Joe works closely with LMP’s investment professionals assisting in deal sourcing, evaluation and due diligence. In particular, he advises on asset management, custody & related services, bank divestitures, transaction processing and tech enabled businesses opportunities.

Joe has over 30 years of experience in the financial services and transaction processing industries, with extensive leadership, operating, M&A, strategic planning, business development and board experience.

For most of his career, Joe served as a Senior Executive Vice President of The Bank of New York and as a member of the Bank’s Senior Policy Committee. During his 22-year tenure with the Bank, Joe’s responsibilities included heading Global Issuer Services, UIT and ETF Services, Global Custody and related Investor Services, Global Liquidity Services, Pension and 401k Services, Consumer and Retail Banking, RIA and Mutual Fund Services (Lockwood), Correspondent Clearing (Pershing), Brokerage Services and Payment Services. He also formed and headed the Bank’s Global Marketing and Sales Sector. Most recently, he served as the Chairman and Chief Executive Officer of Convergex Group, a global provider of execution, software and technology services.

Joe currently serves on the Public Boards of Computershare Limited and Paychex, Inc. and is a member of the Board of Trustees at William Paterson University. He serves on various board committees and currently chairs Paychex’s Corporate Development (M&A) Committee and Computershare’s Remuneration Committee. Joe also served on the Public Boards of E*TRADE Financial Corporation and American Management Systems, Inc. Currently, he is a member of the board of directors of Foreside Financial Group LLC.

Because of Joe's operating company experience in the financial services and transaction processing industries, in addition to his activities for LMP, he may from time to time serve as an independent portfolio company board or management member.

Joe earned his M.B.A from Fairleigh Dickinson University and his B.A. in Accounting from the William Paterson University.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Alan Warrick began as an Advisor* to LMP in 2010. As an independent consultant, Alan works closely with LMP’s investment professionals assisting in deal sourcing, evaluation and due diligence, advising on portfolio company operations and general conditions in the industries in which LMP invests. In addition, he advises on corporate strategies in financial product distribution segment.

Alan has over 30 years of experience in the financial services industry and he recently retired as a Managing Director for Strategic Business Development with AEGON USA. He was formerly the President and Chief Executive Officer of Transamerica Worksite Marketing, a member of the AEGON Group and also served as Managing Director of Corporate Investment and Insurance Services at AEGON. During his 15 year tenure with AEGON, some of Alan’s accomplishments include the establishment of distribution relationships with major national and regional securities brokerage firms, the introduction of AEGON’s insurance products in the Chinese market, and the expansion of AEGON’s employee benefit programs to major mid-market and Fortune 500 companies. Prior to his tenure with AEGON, Alan served in various executive positions with Merrill Lynch.

Because of Alan’s operating company experience in the financial services industry, in addition to his activities on behalf of LMP, he may from time to time serve as a portfolio company board or management member.

Alan is currently a member of the Board of Directors of Transamerica Asset Management Group. He holds a B.A. in economics from the University of Arkansas.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.

Don Weinstein was named as an Advisor* to LMP in 2023, bringing over 30 years of extensive enterprise product, strategy, and technology experience. As an independent consultant, Don will assist LMP in all aspects of investment activity. In particular, he advises on technology and software.

Don most recently served as ADP’s Chief Product and Technology Officer, reinvigorating the product portfolio, driving full go-to-market and commercialization of new products, and leading the company-wide Digital Transformation yielding significant revenue growth and costs savings. He previously served as ADP’s Chief Strategy Officer, guiding the company’s strategic planning, portfolio, and investment prioritization process with full P&L responsibility for ADP’s portfolio of new business ventures. Earlier roles include Chief Product Officer, where Don managed ADP’s global product portfolio supporting the full scope of ADP’s $12 Billion in revenue (at the time), and VP of Strategy and Marketing.

Don received an M.B.A from the Leonard N. Stern School of Business at New York University, an M.S. in Mechanical Engineering from Drexel University, and a B.S. in Mechanical Engineering from Rutgers University.

* Advisory Council Members are independent contractors that are advisors to Lovell Minnick Partners and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.