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

Kyra Conciatori

Impact Research 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
Kyra Conciatori
Impact Research Analyst

Kyra Conciatori is an impact research analyst on the Partner Services team at Advantage Capital, where she conducts research on economic and community development topics to support various business lines, including applications for governmental resources, raising capital, and guiding investment decisions. Prior to joining Advantage Capital, Kyra served in several impact-oriented roles including as an intern on the Impact Management, Monitoring and Learning team at the U.S. International Development Finance Corporation (DFC) and the Program Strategy & Impact team at CARE USA. She began her career at Massachusetts General Hospital on the corporate philanthropy team.

Kyra received her master’s degree in international affairs with a concentration in business for social impact from the Fletcher School at Tufts University and a bachelor’s degree in international relations from Colgate University, where she graduated magna cum laude.

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

Adam Constantinides

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
Adam Constantinides
Senior Vice President

Adam Constantinides is a senior vice president at Advantage Capital. As a member of the solar investment team, Adam focuses on sourcing investments, performing due diligence, structuring transactions and portfolio management.

Prior to joining Advantage Capital, Adam worked for Altus Power America, a renewable energy investment firm, where he was responsible for the development, underwriting and execution of solar investments. He also previously held a position at Regional Plan Association where he evaluated financial impacts of climate change in the New York metropolitan area.

Adam received his bachelor’s degree in environmental studies with a minor in social innovation/entrepreneurship from Tulane University where he graduated cum laude.

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

Tori Cook

Vice President of Business Development
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
Tori Cook
Vice President of Business Development

Tori Cook is vice president of business development at Advantage Capital and primarily focuses on the origination of state and federal LIHTC investments located in Georgia and Texas. Tori brings extensive affordable housing experience to the firm and most recently held several roles at a major regional bank where she focused on facilitating debt and equity investments in affordable housing developments across the southeast. Tori graduated from the University of South Carolina with a bachelor of science in finance.

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

Kathy Cornell

Vice President, Tax
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
Kathy Cornell
Vice President, Tax

Kathy Cornell is a vice president of tax at Advantage Capital. She services the firm’s leverage lending portfolio and manages income tax compliance for the firm’s entities and their associated federal and state tax filings. She has a broad base of experience working in both public accounting and private industry with companies operating in multiple business sectors. Most recently, Kathy worked at Anheuser-Busch in the tax operations group where she helped to improve tax compliance processes and procedures. Kathy holds a bachelor’s degree in accounting from McKendree College.

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

Andy Crain

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
Andy Crain
Senior Vice President

Andy Crain is a senior vice president and member of Advantage Capital Capital Markets team. In this role he works to expand the low-income housing tax credit (LIHTC) and renewable energy lines of business while also bolstering fund management and investor relations activities.

Andy joined Advantage Capital from Aegon Asset Management, where over the past 18 years he held various leadership roles within the tax credit division, most recently with direct responsibility for portfolio management and investor relations activities. At Aegon, he also played a leading role in the closing of more than $4.5 billion of tax credit equity in 43 funds.

Andy holds an MBA from the University of Iowa Tippe College of Business and a bachelor's in finance and real estate from the University of Northern Iowa.

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

Susan Crockett

Assistant Controller
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
Susan Crockett
Assistant Controller

Susan Crockett is an assistant controller at Advantage Capital. First servicing the debt portfolio, she moved into an accounting role in 2011, preparing many of the firm’s financial statements and assisting with quarterly transactions and reporting.

Prior to joining Advantage Capital, Susan worked in the banking and mortgage industries, processing and underwriting mortgage loans.

Susan is a certified public accountant and completed the CPA preparation program at the University of New Orleans. She received her bachelor’s degree in psychology from Colorado State University.

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

Anaelle Croteau

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
Anaelle Croteau
Vice President

Anaelle Croteau is a vice president at Advantage Capital. As a member of the solar investment team, Ms. Croteau is responsible for performing due diligence efforts, screening potential investment opportunities and monitoring portfolio companies. Prior to joining Advantage Capital, Anaëlle held positions with the ArcelorMittal Treasury in Paris, France, Meridiam in Dakar, Senegal and the European Investment Bank in Luxembourg.

Ms. Croteau received her MSc in Financial Markets and Management from the EDHEC Business School in France.

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

Kaeli Cutting

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
Kaeli Cutting
Associate

Kaeli Cutting serves as an associate at Advantage Capital, specializing in the underwriting and due diligence processes for Low Income Housing Tax Credit (LIHTC) investments.

With over a decade of expertise in real estate development, investment, and finance, Kaeli has contributed to a diverse range of projects, encompassing both market rate and LIHTC initiatives. Prior to joining Advantage Capital, she played a pivotal role in a development company, where she concentrated on the acquisition, underwriting, due diligence, and project management of large-scale mixed-use developments across the nation. She is passionate about green building and sustainable practices and holds a LEED Green Associate certification from the U.S. Green Building Council.

Kaeli earned her MBA from Washington University in St. Louis and bachelor's degree in Finance, Banking, and Real Estate from the University of Missouri - Columbia.

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

Clare Davies

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
Clare Davies
Associate

Clare Davies is an associate at Advantage Capital. As a member of the syndication team, she is responsible for assisting with due diligence and transaction work for the firm’s Low-Income Housing Tax Credit investments.

Prior to joining the firm, Clare served as a Peace Corps Volunteer in Colombia, where she led community economic development initiatives. Prior to Peace Corps, Clare worked in administrative and accounting roles at King Street Capital Management in New York City. 

Clare received her MBA from Washington University in St. Louis and her bachelor’s degree from New York University.

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

Clay Degenhardt

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
Clay Degenhardt
Vice President

Clay Degenhardt is a vice president of tax compliance and planning at Advantage Capital.  He brings over 20 years of varied public and private industry tax experience to the firm.  

Prior to joining Advantage Capital, Clay worked in the tax group at Nestle USA, with an emphasis on Federal and State income tax compliance for Nestle Purina PetCare Company in St. Louis.  Before Nestle, he was a tax manager at Solutia, Inc. and served in public accounting at Forvis, LLP (formerly BKD, LLP).  

Clay is a Certified Public Accountant in the State of Missouri and received his bachelor’s degree in business management from Truman State University.  He is a member of the AICPA, Tax Executives Institute, and the Missouri Society of CPA’s.

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

Maurice Doyle

Senior Advisor
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
Maurice Doyle
Senior Advisor

Maurice Doyle has extensive experience in the capital markets and investment banking industry. In his role as managing director, he has chief responsibility for the firm’s fundraising and investor relations activities and serves as the principal contact for many of the firm’s insurance industry investors.

Prior to joining Advantage Capital, Maurice was a senior vice president at UBS Securities, a vice president of Credit Suisse First Boston and a vice president with Winthrop Securities, where he was involved in financing large multiphase real estate development projects.

Maurice received his J.D. from Chicago-Kent College of Law and his bachelor’s degree in business administration from the University of Notre Dame.

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

Dayna Drennan

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
Dayna Drennan
Analyst

Dayna Drennan is an analyst at Advantage. As a member of the Syndication team, she is responsible for underwriting, asset management and performing due diligence.

Prior to joining the firm, Dayna spent the last four and a half years working in asset management and compliance at Sugar Creek Capital.

Dayna received her bachelor’s degree in sociology from Southern Illinois University Edwardsville and holds a Housing Credit Certified Professional (HCCP) Certification.

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

Ryan Dressler

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
Ryan Dressler
Principal

Ryan Dressler is a principal at Advantage Capital where he is a member of the expansion and fundraising teams.

Prior to joining the firm, Ryan was director of new site development for a national nonprofit leadership organization based in Richmond, Virginia. He has a varied background in sales, strategic growth and early-stage business formation.

Ryan holds a bachelor’s degree in business administration from the Ohio State University Fisher College of Business.

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

Michael Dubansky

Vice President of Business Development
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 Dubansky
Vice President of Business Development

Michael Dubansky is vice president of business development at Advantage Capital, where he primarily focuses on the origination of state and federal Low-Income Housing Tax Credit investments located in Missouri, Kansas, Oklahoma, Wisconsin and Indiana.

Michael brings over two decades of tax equity investment experience to Advantage Capital. Most recently, he served as business director of MCM Company, Inc., where he developed multifamily assets throughout the midwest that utilized federal and state historic tax credits. Prior to that, he spent nine years at National Trust Community Investment Corporation where he facilitated and sourced tax equity investments largely concentrated in federal and state Historic and New Markets Tax Credits.

Michael graduated from Towson University with a bachelor of science in business administration.

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

David Eberts

Due Diligence Coordinator
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 Eberts
Due Diligence Coordinator

David Eberts is a due diligence coordinator at Advantage Capital, where he focuses on diligence gathering and organization, as well as post-closing compliance reporting for New Market Tax Credit transactions on the firm's partner services team.

Prior to joining Advantage Capital, David worked at Fist Bank & Trust as a mortgage compliance specialist, where he supported residential mortgage loan disclosure origination and closing operations.

David received his B.S. in Business Administration from Louisiana State University.

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

William Fiederlein

Vice President of Business Development
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
William Fiederlein
Vice President of Business Development

William Fiederlein is Vice President of Business Development at Advantage Capital where he primarily focuses on the origination of state and federal Low-Income Housing Tax Credit Investments located in South Carolina, Virginia, Nebraska and Arizona.

William brings nearly a decade of tax equity investment experience to Advantage. Most recently, he held several roles at National Trust Community Investment Corporation where he facilitated over $180MM of tax equity investments largely concentrated in federal and state Historic and New Markets Tax Credits.  Prior to this, he worked for a boutique tax credit syndication and consulting firm where he assisted project sponsors in securing equity through various federal and state tax credit programs.

William graduated from the University of South Carolina with a Bachelor of Science in Finance.

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

Erron Flowers

Talent Acquisition Specialist
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
Erron Flowers
Talent Acquisition Specialist

Erron Flowers is a Talent Acquisition Specialist at Advantage Capital. In this role, Erron helps attract new talent to join Advantage Capital’s expanding workforce by recruiting, interviewing, and facilitating the hiring process of new applicants.

Erron comes to Advantage Capital with 14 years of experience in higher education recruitment, event planning, and management at various universities across the southeast. Prior to joining the firm, Erron served as the Regional Assistant Director of Recruitment for Mississippi State University where he managed their east and west coast recruitment teams. Erron is also active in many professional organizations and serves as a member of the Society for Human Resource Management's New Orleans Chapter.

Erron holds a B.A. and M.P.P.A. from Mississippi State University, and would love to schedule a call with you to chat about the benefits of a career at Advantage Capital.

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

Katie Fury

Servicing Manager
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
Katie Fury
Servicing Manager

Katherine “Katie” Fury is a servicing manager at Advantage Capital. As a member of the government-guaranteed lending division, she is responsible for assisting with the execution of loan applications and the coordination of closing and post-closing procedures.

Prior to joining Advantage Capital, Katie was a loan processor with the Bank of New Orleans where she was involved with processing loans and ensuring contract deadlines were met.

Katie graduated from the University of New Orleans with a degree in business administration.

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

Lisa Gibson

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
Lisa Gibson
Vice President

Lisa Gibson is a Vice President on Advantage Capital’s Partner Services team. In her role, Lisa focuses on compliance and asset management of New Markets Tax Credit loan funds and standalone transactions within the firm’s Partner Services portfolio.

Lisa began her career as a tax accountant for KPMG, where she earned her CPA certificate.  Most recently, she was Director of Compliance and Asset Management for Tax Advantage Group by Cherry Bekaert in Greenville, SC, where she managed a portfolio of $680 million of NMTC transactions.  She also represented both CDEs and QALICBs in facilitating numerous NMTC investments into low-income communities and businesses.

Lisa received her Bachelor of Science degree in Accounting from Louisiana State University.

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

Sam Gieseler

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 Gieseler
Associate

Sam Gieseler is an associate on the Partner Services team. He focuses on origination, servicing, and compliance for the firm’s partner services relationships for both federal and state new market tax credit programs.

Prior to joining Advantage, Sam worked in corporate development for a New Orleans based holding company, where he managed finances and operations for the firm’s portfolio companies.

Sam received his bachelor’s degree in finance from the University of New Orleans.

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

Jason Gillenwater

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
Jason Gillenwater
Vice President

Jason Gillenwater is vice president of underwriting on Advantage Capital’s capital markets team. In his role, Jason is responsible for federal LIHTC property underwriting and closing.

Prior to joining Advantage Capital, Jason spent 14 years with PNC Tax Credit Solutions where he was the lead underwriter on 75 transactions, closing approximately $645 million of tax credit equity and $347 million of debt. Jason also managed a team of underwriters responsible for closing more than 45 LIHTC, HTC and NMTC equity and debt transactions.

Jason holds a B.S. in Real Estate Finance and Entrepreneurship from the Kelley School of Business at Indiana University.

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

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

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

Jeff Grass

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
Jeff Grass
Senior Vice President

Jeff Grass is a Senior Vice President at Advantage Capital. He serves as strategic communications counselor to the leadership team and is responsible for defining, developing and deploying compelling content to educate, engage, influence and activate key stakeholders while furthering the firm’s mission.

Prior to joining Advantage Capital, Jeff served as a Global Director of Communications at Bayer Corporation where he led reputation management, issues management, employee engagement and marketing communications for one of the multinational life science company’s fastest-growing divisions. Before Bayer, he held several roles of increasing responsibility at Anheuser-Busch, most recently leading all business and internal communications for North America as Communications Director.

Jeff graduated from Webster University.

Who we are

At Advantage Capital, we believe in creating a work environment where our employees feel supported, valued, and can thrive. We are smart, innovative and entrepreneurially minded. We bring the best and the brightest talent together with a standout culture, highly autonomous yet collaborative environment, and outstanding benefits.

We fundamentally believe that capital can change lives, and we hire those with the passion and drive to help us do so.

Our Offices

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