Experience

• 

  Stone-Goff Partners

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Chief Operating Officer

    • Jan 2024 - Present

  • Chief Financial Officer & Chief Compliance Officer

    • Sep 2019 - Dec 2023

    Stone-Goff Partners is a private equity firm that invests in lower middle-market founder-owned businesses and corporate carve-outs in the following verticals: Human Capital & Training, B2B Services and Consumer Services. The firm leverages the extensive investment, operational and strategic experience of its principals and its Talent Network members to serve as a value-added partner for management teams, portfolio companies, and limited partners.

• 

  Guggenheim Partners

  • Greater Boston Area

  • Director/Controller - Real Estate

    • Mar 2002 - May 2019
    • Greater Boston Area

    • Held an integral role on the finance team, creating and implementing policy related to fair value financial reporting, partnership allocations, cash management, performance reporting and compliance and helped establish and manage the back-office outsourcing of fund administration, audit and tax preparation, while helping to grow and develop the finance team. Accomplishments included bringing the firm into compliance with the Global Investment Performance Standards (“GIPS”) and establishing inclusion of certain of the firm’s funds in industry indices, resulting in greater marketing exposure.• Teamed with portfolio management to execute the investment plan, which for new entities included working with attorneys on offering materials, proposed fee calculations and subadvisor investment management agreements, and for existing entities included planning, modeling and executing cash flow, including working through a redemption queue following the Great Recession.• Collaborated with the business development and client service teams to provide data and review of investor reporting, marketing materials and requests for information, and assisted with investor education and on-boarding.• Analyzed and projected revenue and expenses for the management company entity, including preparation and presentation of diligence items through the firm’s disposition.

• 

  KPMG

  • Senior Accountant

    • 1998 - 2002