Our Team

As a company, we pride ourselves on our people.  We have a dynamic team of professionals who possess diverse but extremely relevant backgrounds.
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Investment

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Louis Dubuque

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Louis Dubuque
Managing Director

Louis Dubuque, a managing director, board member and chief credit officer, works on formulating investment policy, identifying and closing new investments and managing the firm's debt portfolio. He also serves on the board of the government-guaranteed lending division of Advantage Capital. During his tenure with the firm, he has been instrumental in helping raise more than $800 million in capital and has been involved with more than 50 investments totaling in excess of $300 million.

Louis joined Advantage Capital after nine years at U.S. Bank, where he served as senior vice president. At U.S. Bank, he created and managed a $400 million subordinated debt fund and directed the capital markets division’s middle market group. Louis also spent six years as a commercial loan officer for JP Morgan Chase (formerly First Chicago/NBD Bank).

Louis holds an MBA from Washington University in St. Louis and a bachelor’s degree in accounting and business administration from Washington and Lee University in Lexington, Virginia. He is a certified public accountant. In recognition of his professional achievements and community involvement, he was named to the St. Louis Business Journal’s 40 Under 40 list in 2003. Mr. Dubuque also serves on board of the CRUDEM Foundation.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Keith Freeman

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Keith Freeman
Managing Director

Keith Freeman is a principal at Advantage Capital where he identifies and screens potential new investment opportunities, performs due diligence, negotiates and closes transactions and manages existing investments. He is primarily focused on investments made by Advantage Capital Agribusiness Partners.

Prior to joining Advantage Capital, Keith served as a managing director for AGR Partners Inc, a California-based investment firm that focuses on providing capital to leading agribusinesses and food companies. In this role, he was responsible for overseeing the company’s deal originations, investment analysis procedures and transaction negotiations.

Keith received his MBA from the University of Chicago’s Booth School of Business and his bachelor’s degree in finance from Miami University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jonathan Goldstein

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jonathan Goldstein
Managing Director

Jonathan Goldstein is an experienced investment executive with a background in venture capital, renewable energy and urban investing. He serves as a member of Advantage Capital’s investment committee and leads the firm’s tax credit syndication group. He is also a member of both the firm’s strategy council and the clean energy investment team. Prior to joining Advantage Capital in 2010, Jonathan served on the board at McCormack Baron Salazar, the leading urban revitalization firm in the country, overseeing the Project Finance group, the various private, governmental and community funding sources. He also oversaw MBS’s New Markets Tax Credit practice, including $210 million in allocations from the U.S. Treasury.

Jonathan founded Sunwheel Energy Partners, an affiliated firm specializing in solar energy programs. Since beginning his career as an attorney, clerking for a federal appellate judge and serving as an Assistant U.S. Attorney with the Justice Department, he also helped found Taproot Ventures, a Silicon Valley venture capital firm, where he sourced and structured investments in technology companies. He serves on the boards of Advantage Capital portfolio companies Nextility and SDBIC. He is a member of the Board and Executive Committee for the New Markets Tax Credit Coalition and on the board of Rise, a regional nonprofit dedicated to housing and urban revitalization. In 2012, he was named to the “Who’s Who in Energy List” by a coalition of regional Business Journals. He holds a J.D. from Washington University, where he graduated first in his class, and a bachelor’s degree from Yale.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Christopher Harris

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Christopher Harris
Managing Director

Christopher Harris is a managing director at Advantage Capital. As a member of the firm’s investment group, he is responsible for sourcing, due diligence and valuation analysis of current and prospective investments. He serves on the board of directors for several portfolio companies, including GENICON, Prioria Robotics, Beehive Industries, RepEquity, SOMS Technologies and Quoddy. Christopher also manages Advantage's investments in Veran Medical Technologies, Minimally Invasive Devices and OrderWithMe.

Prior to joining Advantage Capital, Christopher worked for GE Capital as an assistant vice president, where he helped establish the company’s presence in large cap leveraged finance underwriting and investing. He joined GE in the FMP program and cycled throughout various operating and finance roles before joining on with the large cap leverage finance team.

Christopher received his MBA from the Tuck School of Business at Dartmouth and a bachelor’s degree in economics from Trinity College in Hartford, Connecticut.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Reid Hutchins

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Reid Hutchins
Managing Director

Reid Hutchins is a managing director at Advantage Capital where he manages the firm’s New York investment portfolio. His responsibilities include sourcing and structuring new investments, as well as working with current portfolio companies.

Prior to joining Advantage Capital, Reid served as a product development engineer for Advanced Micro Devices and as an engineer and manager with IBM Microelectronics. He brings operational experience in semiconductor design, manufacturing, testing and production to the firm.

Reid currently sits on the Board of Directors for the Upstate Venture Association of New York (UVANY). He also serves as a member of the Board of Trustees for the Make-A-Wish Foundation® of Northeast New York.

Reid holds a bachelor’s degree in physics from St. Lawrence University, in addition to a bachelor’s degree in electrical engineering and a master’s in engineering management from Dartmouth College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Scott Murphy

Managing Director/Chief Investment Officer
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Scott Murphy
Managing Director/Chief Investment Officer

Scott Murphy rejoined Advantage Capital as a managing director and the chief investment officer after serving in the United States Congress representing New York from 2009 to 2011. He previously worked at Advantage Capital from 2001 to 2009, overseeing the firm's $88 million New York portfolio. As chief investment officer, Scott oversees the firm’s entire portfolio.

Scott is an experienced venture capitalist and highly successful entrepreneur with a robust background in public service. Prior to his tenure at Advantage Capital, he co-founded three high-tech companies, including a game company that brought fantasy football and baseball to the Internet. He also founded an online auction company that was sold to eBay and a website building company that was sold to iXL. He earlier spent two years as a structured finance associate at Bankers Trust, where he focused on the insurance industry. In addition to his time in Congress, Scott previously served in the administrations of two Missouri governors.

Scott received his bachelor’s from Harvard College and has earned the right to use the Chartered Financial Analyst designation. As a former president of the Upstate Venture Association of New York, he maintains a strong commitment to civic affairs.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Tim Perusek

Principal
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Tim Perusek
Principal

Tim Perusek is a principal at Advantage Capital. As a member of the Investment group, he is responsible for sourcing, due diligence and valuation analysis of current and prospective investments. Tim supports the firm’s Southeast investment footprint.

Tim joins us most recently from SunTrust, where he served as a senior vice president in the Corporate Finance Specialty Group. Prior to SunTrust, he spent 27 years at GE Capital, working in a variety of corporate finance roles including regional management, business development and underwriting and credit.

Tim holds a bachelor’s degree in finance from the University of Florida.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Damon Rawie

Managing Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Damon Rawie
Managing Director

Damon Rawie is a seasoned investor and managing director at Advantage Capital. Based in Austin, Damon heads the firm’s overall equity investment operations. In this role, his responsibilities include managing members of the firm’s investment group and coordinating Advantage Capital’s equity investment strategies. In addition, Damon is an active multi-stage investor for the firm. He evaluates potential investments, performs due diligence and structures transactions. His investment experience covers a variety of industries including new media, business services, software and energy technology.

Damon provides administrative, financial and strategic planning support to Advantage Capital portfolio companies, and he serves as a member of the board of directors for a number of the firm’s portfolio companies. He is also a board member of the Texas Coalition for Capital, a non-profit statewide organization that supports various economic development initiatives including job creation and access to capital for emerging businesses.

Prior to joining Advantage Capital, Damon worked in investment banking and operational consulting. He was a manager at China International Capital Corporation (CICC), a Morgan Stanley/China Construction Bank joint venture investment bank in Beijing. Before working with CICC, Damon was a management consultant at Price Waterhouse and an investment banking analyst at J.P. Morgan Securities.

Damon holds an MBA from the University of Chicago Graduate School of Business and a bachelor’s degree from Wesleyan University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Josh Rogers

Principal
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Josh Rogers
Principal

Josh Rogers is a principal at Advantage Capital. As a member of the investment team, he is responsible for helping to source investments, perform due diligence, structure transactions and manage portfolio companies.

Prior to joining Advantage Capital, Josh was an equity research associate covering mid and large-cap U.S. banks at ISI Group, now Evercore Partners. At UBS Investment Bank in New York, he was an investment banking analyst and an equity research associate director covering financials and healthcare services, as well as IT.

Josh received his MBA from the University of Chicago’s Booth School of Business and his bachelor’s degree in economics from Harvard College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Steven Stull

President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Steven Stull
President

Steven Stull, president and founder of Advantage Capital, is a seasoned venture capitalist and private equity investor with more than 35 years of investment experience. As the firm’s chief executive officer, Steven directs our investment policy, overall operations, strategic planning and fundraising activities as well as overseeing financial administration, institutional investor relations and professional recruitment. He has served as director of several Advantage Capital portfolio companies, including FleetCor Technologies (NYSE:FLT), HRI Properties and OMNI Energy (NASDAQ: OMNI), among others. Prior to founding Advantage Capital, Steven spent nine years as an executive in the investment department of General American Life Insurance company, where he headed the Securities Division, negotiated real estate finance transactions and managed portfolios of both publicly and privately traded securities.

Steven is nationally recognized for his leadership efforts in small business capital formation, particularly for businesses located in distressed or underserved communities, where little or no venture capital infrastructure exists. He has been recognized by Ernst & Young as an Entrepreneur of the Year for his sponsorship of entrepreneurship in Louisiana. In 2007, he received the Olin School of Business Distinguished Business Alumni Award from Washington University in St. Louis.

Steven holds an MBA and a bachelor’s degree in finance and economics from Washington University in St. Louis. He has earned the Fellow Life Management Institute/Master designation and the right to use the Chartered Financial Analyst designation.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Al Alvarez

Director
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Al Alvarez
Director

Al Alvarez is a director at Advantage Capital leading sourcing efforts across the state of Nevada.

Al comes to Advantage with over 35 years of experience in the commercial banking and lending sector. He was most recently a director and principal market manager at Bank of the West in Las Vegas, where he oversaw the managing and servicing of mid-market companies with $25 million to $500 million in revenue. Prior to his work with Bank of the West, Al held leadership positions with other financial institutions in the Las Vegas, Nevada area, such as managing partner at Trism Business Solutions, senior vice president at Silver State Banks, president and CEO at Business Bank of Nevada and senior vice president and manager of Commercial Banking at Bank of America.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Brian Anderson

Principal
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Brian Anderson
Principal

Brian Anderson is a principal at Advantage Capital. As a member of the firm’s investment group, he is responsible for sourcing, due diligence and valuation analysis of current and prospective investments.

Prior to joining Advantage Capital, Brian co-owned and served as lead operator of a south Texas-based trucking company. Before purchasing that company, he was a managing director at GF Capital Management & Advisors, a NYC-based private equity fund. He has also held roles with NBC Universal, RBC Capital Markets and Credit Suisse earlier in his career.  

Brian received his J.D. degree from Harvard Law School and his bachelor’s degree in accounting from Indiana University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Anan Balaji

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Anan Balaji
Analyst

Anan Balaji is an analyst on the investment team where he is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Anan was an investment banking analyst at Wells Fargo Securities where he managed and analyzed client investment portfolios.

Anan received his bachelor’s degree in economics from New York University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kendra Becker

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kendra Becker
Analyst

Kendra Becker is a sourcing analyst on the investment team at Advantage Capital. She is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Kendra was a marketing intern for OnLogic, where she focused on content migration and quality assurance for a new website launch.

Kendra received her bachelor's degree in business and psychology from St. Lawrence University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Michael Bernier

Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Michael Bernier
Associate

Michael Bernier is an associate on the investment team where he is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Michael was an investment analyst at Prime Bucholz where he managed and analyzed client investment portfolios. He also served as a high-net-worth brokerage associate at Fidelity Investments where he analyzed and interpreted economic and capital market data.

Michael received his bachelor’s degree in economics from Saint Anselm College and has earned the right to use the Chartered Financial Analyst designation.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Anthony Billings

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Anthony Billings
Senior Vice President

Anthony Billings is a senior vice president at Advantage Capital. As a member of the investment team, he focuses on portfolio management and the evaluation of new investment opportunities. Anthony’s primary responsibilities include monitoring the firm’s current investments, interfacing with portfolio companies to assess current and future capital needs and underwriting new opportunities to deploy firm capital effectively.

Prior to joining the firm, Anthony served as an associate and assistant vice president in the sponsor finance division of U.S. Bank where he worked primarily with private equity firms to evaluate the financial and business risks of potential new investments, while also monitoring an existing portfolio of loans to identify any issues or capital needs.

Anthony received his bachelor’s degree in business administration with a focus on finance from Indiana University in Bloomington, Indiana.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Tim Blanke

Senior Special Assets Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Tim Blanke
Senior Special Assets Associate

Tim Blanke is a senior special assets associate in the government-guaranteed lending team. In this capacity, he plays a key role in the team’s loan portfolio servicing, collections and collateral management.

Prior to joining Advantage Capital, Tim served as an insurance adjuster for Associate Claims and Insurance Services.

Tim received his bachelor’s degree in business administration from the University of New Orleans. Since 2013, he has been a member of a barbeque competition team that annually competes to raise funds for families suffering from pediatric brain cancer.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Mitch Boyer

Senior Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Mitch Boyer
Senior Analyst

Mitch Boyer is a senior analyst at Advantage Capital. As a member of the firm’s investment team, his primary responsibilities include helping underwrite new investments, performing due diligence and aiding in growth initiatives for the firm’s portfolio companies.

Prior to joining Advantage Capital, Mitch was at Commerce Bank where he worked as a commercial banking officer.

Mitch received his bachelor’s degree in finance from Indiana University Bloomington.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Matthew Derouchie

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Matthew Derouchie
Analyst

Matthew Derouchie is an analyst on the investment team where he is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Matthew was an software development intern for Lavalle Transportation, where he focused on process improvement and software implementation.

Matthew received his bachelor’s degree in mathematics and economics from St. Lawrence University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Trey Garland

Senior Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Trey Garland
Senior Associate

Trey Garland is a senior associate at Advantage Capital. As a member of the investment team, he is involved in screening potential investment opportunities, performing due diligence and monitoring portfolio companies. Prior to joining the firm, Trey worked as an analyst in the Valuation and Litigation Services Group at RubinBrown LLP covering a wide range of industries including construction, M&D, real estate, professional services, agriculture and renewable energy.

Trey received his bachelor’s degree in business administration with an emphasis in finance from the University of Missouri.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jeffrey Gentsch

Venture Partner
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jeffrey Gentsch
Venture Partner

Jeffrey Gentsch serves as a venture partner for Advantage Capital and brings over 25 years of private equity investing experience to the firm. He is the founder of Gentsch Capital Partners, a middle market private equity firm. Previously, he was the partner responsible for the St. Louis office of Key Principal Partners, a middle market venture and growth capital equity firm, and a managing director of Harbour Group, a middle market buyout firm. Jeffrey’s early career included leverage buyout banking at Barclays Bank in New York and Continental Illinois Bank in Chicago.

Jeffrey received his MBA in finance from the Olin Business School at Washington University in St. Louis and his bachelor’s degree in Cellular Biology from the University of Kansas. His community involvement includes board roles at the Missouri Baptist Healthcare Foundation and chairman of the Washington University in St. Louis Alumni Board of Governors.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Caleb Gipple

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Caleb Gipple
Analyst

Caleb Gipple is a business development analyst at Advantage Capital. As a member of the investment team, he is responsible for sourcing investment opportunities and providing due diligence supprt.

Prior to joining Advantage Capital, Caleb was a regional director for a national nonprofit organization based in Richmond, VA, where he was responsible for leading strategic growth for the organization.

Caleb received his bachelor's degree in public administration from University of Northern Iowa as well as an executive certificate from University of Richmond.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Michael Goretti

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Michael Goretti
Analyst

Michael Goretti is an analyst on the investment team where he is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Michael worked as a corporate partnership Analyst for Appleton Arena.

Michael received his bachelor's degree in mathematics from St. Lawrence University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Pete Grum

Venture Partner
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Pete Grum
Venture Partner

Pete Grum serves as a Venture Partner for Advantage Capital and continues his career of investing in private companies. He has spent the past 25 years president, chief executive officer and director of a publicly traded investment company.

Pete received his MBA in finance from Rochester Institute of Technology and his bachelors in economics from Eisenhower College. He is currently an adjunct professor at University of Buffalo where he teaches corporate finance. His various community activities include board roles as trustee of Buffalo State College, Community Foundation, Horizon Health, 43 North and a variety of investment committees.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Tucker Hase

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Tucker Hase
Analyst

Tucker Hase is an analyst on the investment team where he is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Tucker worked as a search intern on the formulations division of Endolytx where aided in the development of novel techniques to combat nontuberculous mycobacterial infections.

Tucker attended Northeastern University where he received a Bachelor of Science in Biological Sciences.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Joseph Henderson

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Joseph Henderson
Vice President

Joseph Henderson is a vice president on the firm’s investment team where he provides due diligence support and monitors portfolio companies. Prior to joining the firm, he was the director of finance and analytics at Punchbowl, Inc., a venture-backed technology startup. Joseph also worked with the Maine Venture Fund where he evaluated potential investments and worked closely with portfolio companies.

Joseph received his MBA from the Tuck School of Business at Dartmouth and his bachelor’s degree in economics from Bowdoin College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Leah Hendricks

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Leah Hendricks
Senior Vice President

Leah Hendricks is a senior vice president on the investment team, where she focuses on portfolio management. She monitors current firm assets, seeks new investment opportunities for the firm and interacts with portfolio companies to evaluate their capital requirements.

Prior to joining Advantage Capital, Leah served as an assistant vice president at BMO Private Bank. Additionally, she worked in the commercial lending division of BMO at M&I Bank, where she gained valuable experience working with executive management and key financial officers in middle market companies to provide debt obligations for various operational purposes.

Leah graduated magna cum laude from the John Cook School of Business at Saint Louis University, where she received her bachelor’s degree in economics.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Gregory Hulecki

Venture Partner
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Gregory Hulecki
Venture Partner

Gregory Hulecki serves as a venture partner for Advantage Capital and brings more than 30 years of private equity investing experience to the firm. Mr. Hulecki was a partner and founder of FA Technology Ventures, an independent, established venture capital firm that invests in early stage technology companies in targeted emerging technology sectors. Previously, he was a managing director and founder of Seacoast Capital, a growth equity fund. Prior to founding Seacoast, Greg managed the investment portfolio of Signal Capital. Mr. Hulecki also worked as a principal at Capital Growth Partners, a middle market private equity firm, and Venture Founders, an early stage technology venture capital firm.

Mr. Hulecki earned a bachelor’s degree in electrical engineering from Kettering University and an MBA from Harvard Business School. His community involvement includes recruiting and screening entrepreneurs for Springboard Enterprises, a national not-for-profit organization dedicated to accelerating women’s access to the venture capital markets. In addition, he has worked with mentors from the MIT Venture Mentoring Service, comprised of successful entrepreneurs and investors who assist technologies and startups in spinning out of the University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Brooks Kiser

Senior Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Brooks Kiser
Senior Analyst

Brooks Kiser is a senior analyst at Advantage Capital. As a member of the investment team, his primary responsibilities include helping underwrite new investments, performing due diligence and aiding in growth initiatives for the firm’s portfolio companies.

Prior to joining Advantage Capital, Brooks worked for IBERIABANK in New Orleans, LA. After spending a year working with the bank’s commercial underwriting team, Brooks switched roles and became the portfolio manager for the bank’s tax credit investment team, managing a portfolio of Historic, Low-Income, and New Markets tax credit investments.

Brooks received his bachelor’s degree in Public Relations with a business minor from Tulane University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Adan Leal

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Adan Leal
Analyst

Adan Leal is an analyst on the investment team where he is responsible for providing due diligence support and structuring transactions and portfolio management. 

Prior to joining the firm, Adan was an intern at Rex, ATX Acquisitions, a real estate investment firm and startup incubator.  

Adan received his bachelor's in finance from the University of Texas at Austin.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

J.P. Lynch

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
J.P. Lynch
Vice President

J.P. Lynch is a vice president at Advantage Capital. As a member of the firm's investment team, he provides due diligence support and monitors portfolio companies across the Midwest.

Prior to joining Advantage, J.P. worked as an analyst at Stone Carlie, supporting its business valuation and investment banking departments.

J.P. received his bachelor’s degree in business administration with a concentration in finance and general management from Boston College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Riley McCarthy

Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Riley McCarthy
Associate

Riley McCarthy is an associate at Advantage Capital. In his role, he is responsible for sourcing investments, supporting business development efforts and providing due diligence support.

Riley brings more than four years of experience in the investment consulting space to the team. Most recently, he was an analyst and business development team member at Prime Buchholz, LLC.

He holds a bachelor of science in actuarial mathematics with a minor in economics from the University of Pittsburgh, and is currently a CFA Level III candidate.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Nicholas McConnell

Senior Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Nicholas McConnell
Senior Analyst

Nicholas McConnell is a senior analyst at Advantage Capital. In his role, he is responsible for sourcing investments, supporting business development efforts and providing due diligence support.

Prior to joining Advantage Capital, Mr. McConnell was a summer analyst at Insight2Profit, as well as a private equity summer analyst at BroadTree Partners.

Nicholas holds a bachelor’s degree in finance and economics from The Ohio State University’s Fisher College of Business.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Jack McGinn

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Jack McGinn
Analyst

Jack McGinn is an analyst on the investment team where he is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Jack was a corporate audit intern for Bank of America.

Jack received his bachelor's degree in economics from Bowdoin College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Andrew McKinnis

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Andrew McKinnis
Analyst

Andrew McKinnis is an analyst on the investment team where he is responsible for sourcing investments and providing due diligence support.

Prior to joining the firm, he worked as a summer investment associate at Stan Johnson where he contributed to the private equity division launch and as an MBA consultant at Advanced Plastics Inc. Andrew was the PAR Chairman of the University of Tulsa Student Investment Fund and a student athlete on the University of Tulsa Golden Hurricane Football Team.

Andrew received his MBA and his bachelor’s degree in business management from the University of Tulsa.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

David McNaught

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
David McNaught
Vice President

David McNaught is a vice president at Advantage Capital. As a member of the firm’s investment team, he is responsible for underwriting new investments and monitoring portfolio companies. He joins Advantage Capital with more than 10 years of experience in public accounting and finance, previously holding roles of increasing responsibility at PricewaterhouseCoopers (Assurance), Ernst & Young (Transaction Advisory), and most recently, Clayton Capital Partners (M&A Advisory).

David earned his MBA from Washington University in St. Louis, a master’s in accounting from Texas A&M University, and a bachelor’s in business administration from Colorado State University where he graduated summa cum laude. Additionally, David is a Certified Public Accountant (CPA, inactive).

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Arjun Mohan

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Arjun Mohan
Vice President

Arjun Mohan is a vice president at Advantage Capital. As a member of the firm’s investment team, he focuses on sourcing investments, performing due diligence, structuring transactions and portfolio management.

Prior to joining the firm, Arjun was a consultant on Deloitte Consulting’s Strategy & Analytics team. He assisted multiple Fortune 500 companies on engagements related to customer experience improvements, sales and distribution strategy and operational efficiencies.

Arjun received his MBA with honors from the University of Chicago Booth School of Business and his bachelor’s degree in accounting and master’s in finance from Texas A&M University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Grant Morhun

Senior Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Grant Morhun
Senior Analyst

Grant Morhun is a senior analyst at Advantage Capital. As a member of the firm’s investment team, he focuses on sourcing investments, performing due diligence, structuring transactions and portfolio management.

Grant originally joined Advantage as an intern, supporting the sourcing team with identification of potential investments. Previously, he was an intern at First Bank of the Lake in Hanover, NH, where he underwrote Paycheck Protection Program (PPP) applications for S Corporations.

Grant received his bachelor’s in Business Administration from the University of New Hampshire.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Kari Niermann

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Kari Niermann
Senior Vice President

Kari Niermann is a senior vice president on the investment team where she focuses on portfolio management, seeks new investment opportunities and interacts with portfolio companies to assess their current and future capital needs.  

Prior to joining Advantage Capital, Kari served as an assistant vice president in the Leveraged Finance Group at U.S. Bank, where she was responsible for analyzing, underwriting and assisting in the structuring of syndicated leveraged senior debt transactions for business mergers and acquisitions, recapitalizations and capital expenditure purchases, as well as the management of a $350 million portfolio comprised of more than 20 clients. Earlier in her career, Kari worked as a commercial banking officer for BMO Harris, formerly Southwest Bank, where she managed a $25 million middle market portfolio of clients in a wide range of industries within the commercial and industrial sector.

Kari received her bachelor’s degree in business administration with a concentration in finance from Saint Louis University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Gabe Rosen

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Gabe Rosen
Vice President

Gabe Rosen is a vice president  at Advantage Capital. As a member of the firm’s investment team, he focuses on sourcing investments, performing due diligence, structuring transactions and portfolio management.

Prior to joining Advantage Capital, Gabe worked at Goldman Sachs where he held roles analyzing and evaluating several asset classes.

Gabe received his bachelor’s degree in economics as well as his MBA from Harvard University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Valentino Rovere

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Valentino Rovere
Vice President

Valentino Rovere is a vice president at Advantage Capital. In this role, he works closely with portfolio companies, focusing on turnaround and liquidation.

Valentino first established a relationship with Advantage Capital in 1988. The firm invested in a New Orleans hotel development for which he was a managing partner and, later, a real estate consultant after the property was sold to be redeveloped as housing. In addition to his knowledge of real estate investing and turnaround business management, Valentino has nearly three decades of experience in hospitality management throughout the world. After beginning at his family’s restaurant Vittorio in his native San Remo on the Italian Riviera, he has owned and run three New Orleans area restaurants.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Philip Ruppel

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Philip Ruppel
Senior Vice President

Philip Ruppel is a senior vice president and a member of the firm’s investment team. His responsibilities include sourcing new deals as well as providing due diligence and valuation analysis for current and prospective investments.

Prior to joining Advantage Capital, Philip worked for Navigation Capital Partners in Atlanta, Georgia, where he was responsible for evaluating prospective investments, conducting due diligence of investments, executing transactions and monitoring portfolio companies. He also spent time in New York working as an investment banking analyst for Bear Stearns.

Philip received his MBA from the Goizueta Business School at Emory University and his bachelor’s degree in economics and business administration from Rhodes College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Cara Schiffman

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Cara Schiffman
Senior Vice President

Cara Schiffman is senior vice president on the compliance team at Advantage Capital. Previously, she served as vice president of regulatory affairs.

Prior to joining Advantage Capital, Cara practiced regulatory compliance and consumer defense law at Sessions, Fishman, Nathan & Israel, LLC. During her tenure, she managed regulator and agency administrative proceedings, consulted with colleagues on Federal Trade Commission investigations and routinely interacted with State Attorneys General, the Consumer Financial Protection Bureau and state licensing agencies.

Cara received her J.D. cum laude from Loyola University School of Law, where she was a member of the Law and Technology Annual and earned a certificate in international law. She earned her bachelor’s summa cum laude from Louisiana State University, where she majored in international trade and finance with a minor in French.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Sam Schlichting

Associate
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Sam Schlichting
Associate

Sam Schlichting is an associate at Advantage Capital. As a member of the firm’s investment team, he is responsible for sourcing investments, supporting business development efforts and providing due diligence support.

He graduated from Colgate University with a bachelor’s degree in biochemistry. While attending Colgate, Sam was a member of the football team.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Allison Shea

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Allison Shea
Analyst

Ally Shea is an analyst at Advantage Capital on their investment team, where she is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Ally was a finance intern at Northwestern Mutual.

Alley received her bachelor’s degree in finance and economics with a minor in accounting from Saint Anselm College.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Moniqua Spencer

Senior Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Moniqua Spencer
Senior Vice President

Moniqua Spencer is an experienced banking and finance professional. As a senior vice president on the investment team, she helps mid-sized companies access capital to facilitate growth and create and retain jobs.

Moniqua most recently served as vice president and banking business sales manager for central Ohio at U.S. Bank. There, she led a team of business banking professionals focused on the lending, depository and treasury management needs for companies up to $25M in annual revenue.

Her defining moment in realizing her passion for working in underserved markets came when she served on the leadership team of Ohio Community Development Finance Fund, a statewide CDFI, CDE and SBA Community Advantage Lender. As executive vice president of lending and programs, she was responsible for the administration, management and deployment of multiple lending and grant programs. She further gained significant expertise with the New Markets Tax Credit program, having been directly responsible for closing over $125M in NMTC loans during her tenure.

Moniqua has also served on multiple boards primarily focused on underserved businesses and youth. Currently, she served as past-chair of the board of directors for Economic & Community Development Institute (ECDI), board of directors for Communities in Schools of Ohio, and was most recently appointed to the board of directors for The Women's Center for Economic Opportunity (WCEO).

Moniqua is a graduate of the The Ohio State University, where she received a bachelors of science in business administration with a major in marketing. She has continues studies through the Harvard Kennedy School's Executive Education series.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Schuyler St. Germain

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Schuyler St. Germain
Analyst

Schuyler St. Germain is an analyst on the investment team where he is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Schuyler was a summer analyst at TerraNova Capital, where he worked with the structured finance team.

Schuyler received his bachelor's degree in legal studies and political economy from UC Berkeley, where he was also a member of the men's varsity rowing team.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Adam Suberi

Director of Business Intelligence
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Adam Suberi
Director of Business Intelligence

Adam Suberi is director of business intelligence at Advantage Capital. As a member of the firm’s investment group, he is responsible for analyzing investments and portfolio companies in Missouri.

Prior to joining the firm, Adam worked as an associate at A.G. Edwards & Sons in the Investment Banking Capital Markets Group. He also worked for three years as a member of the Commercial Mortgage-Backed Securities Group at Fitch Ratings, Inc., where he assessed the financial risk of bonds structured by investment banks.

Adam earned his MBA from the John M. Olin School of Business at Washington University in St. Louis and a bachelor’s degree in economics from Northwestern University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Matthew Switzer

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Matthew Switzer
Vice President

Matthew Switzer is a vice president at Advantage Capital. As a member of the firm’s investment team, he is responsible for underwriting new investments and monitoring portfolio companies.  

Matthew is a Chartered Financial Analyst with Series 6, 7 and 63 licenses. Prior to joining Advantage Capital, he spent four years at UMB Bank in Kansas City. He also served as a regional client consultant for Chiron Investment Management, LLC and was an internal wholesaler for American Century Investments.

Matthew received his bachelor’s degree in business administration from the University of Missouri.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Madison Triplett

Senior Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Madison Triplett
Senior Analyst

Madison Triplett is a senior analyst at Advantage Capital. As a member of the firm’s investment team, her primary responsibilities include helping underwrite new investments, quarterly reporting and aiding in growth initiatives for the firm’s portfolio companies.

Prior to joining Advantage Capital, Madison was at Midwest Regional Bank where she worked as a commercial credit analyst.

Madison received her bachelor’s degree in business administration with a concentration in finance from Southeast Missouri State University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Alexandra Twyman

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Alexandra Twyman
Vice President

Alexandra Twyman is a vice president at Advantage Capital. As a member of the firm’s investment team, she provides due diligence support and monitors portfolio companies.

Ms. Twyman received her bachelor’s degree in commerce with a concentration in finance from McGill University.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Benjamin Warning

Vice President
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Benjamin Warning
Vice President

Benjamin Warning is a vice president at Advantage Capital. In this role, he identifies and screens potential new investment opportunities, performs due diligence, and negotiates and closes transactions, in addition to managing existing investments. He is primarily focused on investments made by Advantage Capital Agribusiness Partners.

Benjamin received his bachelor’s degrees in Finance and Banking, Economics and Real Estate from the University of Missouri—Columbia, where he graduated cum laude.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Thomas Willsey

Senior Vice President, Treasurer
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Thomas Willsey
Senior Vice President, Treasurer

Thomas Willsey has broad experience in the capital markets and a deep understanding of the fixed income markets. As treasurer, he is primarily responsible for managing Advantage Capital’s liquidity portfolio and strategic financial planning. He also serves on the firm’s investment committee.

During his 23 years on Wall Street, Thomas focused on all aspects of the fixed income markets. He began his career with Salomon Brothers Inc. and has held positions at Kidder, Peabody and Co.; Paine Webber; and BNP Paribas. Immediately prior to joining Advantage Capital, he worked on the proprietary trading desk at Bank of Montreal Capital Markets.

Thomas received his MBA from Indiana University’s Kelley School of Business and his bachelor’s degree in business administration from Miami University in Oxford, Ohio. He has also earned the right to use the Chartered Financial Analyst designation.

Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community

Duncan Young

Analyst
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
Duncan Young
Analyst

Duncan Young is an analyst on the investment team where he is responsible for sourcing investments and providing due diligence support.

Prior to joining Advantage Capital, Duncan was an associate project developer at Chico State Enterprises.

Duncan received his bachelor’s degree in economics from California State University, Chico.

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Advantage Capital - Investment Capital for Small Businesses - United States, Finance, Capital, Investment, wealth, local community
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