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Lauren Dillard
Senior Managing Director, Chief Financial Officer
Firm Operations & Administration
Austin
Name Lauren Dillard
Title Senior Managing Director, Chief Financial Officer
Division Firm Operations & Administration
Location Austin
Lauren Dillard joined Vista Equity Partners in 2022 as Chief Financial Officer. Ms. Dillard serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Prior to joining Vista, Ms. Dillard spent over two decades working across the financial services and technology sectors. She most recently served on the Executive Leadership Team at Nasdaq as Executive Vice President of Investment Intelligence, where she was responsible for leading the strategic direction and driving expansion across Nasdaq’s data, index and analytics division. Before her tenure at Nasdaq, Ms. Dillard spent 17 years at The Carlyle Group, serving most recently as Partner and Head of the Investment Solutions unit, overseeing more than $40 billion in assets and 200 professionals across offices in six countries. She also served as a member of Carlyle’s Management Committee and played significant roles on other leadership committees during her tenure at the firm. Prior to joining Carlyle, Ms. Dillard worked in the tax practice at Arthur Andersen.
Ms. Dillard serves as an Independent Director of SL Green Realty, where she chairs the Compensation Committee and serves on the Audit Committee. She is also a Lincoln Center Leadership Fellow.
Ms. Dillard is passionate about inclusive capital and investing in women and minority-led funds and organizations. She is a strong advocate for professional growth and career development for women in the financial and technology sectors.
Education
B.S. in Accounting, University of Richmond
Monti Saroya
Senior Managing Director
Private Equity, Flagship
Austin
Name Monti Saroya
Title Senior Managing Director
Division Private Equity, Flagship
Location Austin
Monti Saroya joined Vista Equity Partners in 2008. Mr. Saroya is Co-Head of the Vista Flagship Fund and sits on its Investment Committee. Additionally, Mr. Saroya serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
He currently sits on the boards of Allvue Systems, Cloud Software Group, Cvent (NASDAQ: CVT), Finastra, Gainsight, iCIMS, Infoblox, Mindbody, Olive, OneAdvanced, Pipedrive, Salesloft, Solera and Xactly and previously sat on the board of PowerSchool (formerly NYSE: PWSC). Mr. Saroya is also actively involved in the firm’s investments in Jio and Vivid Seats (NASDAQ: SEAT) and was actively involved in the firm’s investments in Apptio, Datto (formerly NYSE: MSP), Marketo, Pluralsight, SumTotal, The ACTIVE Network, Transfirst, Turaz and Zywave.
Mr. Saroya is a thought leader within the investing and enterprise software communities and was featured in PEI’s Investing in Technology report along with Vista’s Founder, Chairman and CEO Robert Smith and Vista’s Co-Head of Flagship Fund and Senior Managing Director, Michael Fosnaugh. Read their interview here.
Prior to joining Vista, Mr. Saroya worked as a senior research analyst for JMP Securities, where he provided research for buy-side clients on public on-demand (SaaS) companies. Mr. Saroya previously worked as an associate for the enterprise software/applications team. Before his time with JMP, Mr. Saroya worked for Siebel Systems in a sales capacity for the CRM On Demand division. Prior to Siebel, Mr. Saroya worked for Cisco Systems in various operations roles.
Education
B.S. in Computer Engineering, California Polytechnic State University, magna cum laude
Gwen Reinke
Senior Managing Director, Chief Compliance Officer, Co-Head, Legal & Compliance
Legal & Compliance
San Francisco
Name Gwen Reinke
Title Senior Managing Director, Chief Compliance Officer, Co-Head, Legal & Compliance
Division Legal & Compliance
Location San Francisco
Gwen Reinke joined Vista Equity Partners in 2014 and serves as Senior Managing Director, overseeing the firm’s global regulatory and compliance functions and internal legal matters, including fund formation and fundraising. Ms. Reinke is a member of the Board of Governors of the Investment Adviser Association in Washington, D.C., and was previously on the board of PowerSchool (formerly NYSE: PWSC).
Prior to Vista, Ms. Reinke served as Partner, General Counsel and Chief Compliance Officer at Blum Capital Partners, where she reported to the firm’s Chairman and had broad responsibility for all legal and regulatory matters, including overseeing the legal aspects of the firm’s investment and real estate transactions. Before Blum Capital, Ms. Reinke worked for Senator Dianne Feinstein during her initial U.S. Senate campaign and Senate term, overseeing the campaign’s financial and administration functions. Ms. Reinke has held additional finance positions, including Director of Finance for Blum Capital, Corporate Controller for USL Capital and Manager of Financial Reporting for Charles Schwab Corporation. She started her career in the audit department at Deloitte and Touche. Ms. Reinke is a member of the State Bar of California and is also a Certified Public Accountant (inactive).
Education
B.A. in Business Economics from the University of California at Los Angeles
J.D., University of San Francisco School of Law
Alan Schwartz
Senior Managing Director, Chief Legal Officer, Co-Head, Legal & Compliance
Legal & Compliance
New York
Name Alan Schwartz
Title Senior Managing Director, Chief Legal Officer, Co-Head, Legal & Compliance
Division Legal & Compliance
Location New York
Alan Schwartz joined Vista Equity Partners in January 2020 and is Chief Legal Officer for Vista Equity Partners.
Prior to joining Vista, Mr. Schwartz served as Managing Director at First Reserve Corporation, where he served on the Board of Directors, handled complex legal and business issues, and was involved in the deployment of $25 billion of capital. Before his time at First Reserve Corporation, Mr. Schwartz worked at Simpson Thacher & Bartlett as a corporate partner focused on private equity.
Education
B.S. in Business Administration, University of New Hampshire
J.D., Fordham School of Law
David Flannery
Senior Managing Director, President of Vista Credit Partners
Credit
New York
Name David Flannery
Title Senior Managing Director, President of Vista Credit Partners
Division Credit
Location New York
David Flannery joined Vista Credit Partners (“VCP”) in New York in 2018 as its President and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Mr. Flannery reports to Vista’s Founder, Robert F. Smith, and is responsible for setting strategy for VCP, in addition to overseeing all credit transactions.
Before joining Vista, Mr. Flannery was a partner with Blackstone’s GSO Capital. He was Co-Head and Joint Portfolio Manager of the Capital Solutions Funds and a member of the Distressed Credit Investment Committee. Prior to joining GSO, Mr. Flannery was a Portfolio Manager with Anchorage Capital in New York. He focused on illiquid credit investing and was a member of the CLO Investment Committee and Risk Committee. Prior to Anchorage, Mr. Flannery worked at Bank of America Merrill Lynch (“BAML”) where he held several global group head roles, including Chief Risk Officer of Global Banking & Markets and Global Head of Leveraged Finance & Capital Markets. Before joining BAML, Mr. Flannery was the Global Head of Leveraged Finance at Deutsche Bank. He began his career at Bankers Trust Company in 1992 in the high yield bond department.
Mr. Flannery is a board member of RocketLawyer and a board observer of several portfolio companies of VCP. He is a former board member of Meltwater, a VCP realized investment. Additionally, he serves on the board of Intrensic, a SaaS software company, and on the board of DREAM, a nonprofit serving youths in New York City.
Education
B.S. in Business Administration, Concentration in Finance, Villanova University
Gregory Galligan
Senior Managing Director
Credit
New York
Name Gregory Galligan
Title Senior Managing Director
Division Credit
Location New York
Gregory Galligan joined Vista Credit Partners in 2022. Mr. Galligan heads Vista Credit Partners’ direct lending business and is a member of the VCP Investment Committee. He also serves as the Chairman, Chief Executive Officer and President of Vista Credit Strategic Lending and as Co-Chief Investment Officer of Vista Credit BDC Management.
Before joining Vista, Mr. Galligan was a Partner at Ares Management for 11 years, where he was responsible for building and leading Ares’ direct lending efforts in the United States. Prior to Ares, Mr. Galligan worked at DLJ Investment Partners, where he focused on origination, structuring and underwriting leveraged finance transactions. Mr. Galligan has also previously held investment positions at Capital Source and Bank of America as part of their respective Leveraged Finance teams.
Education
B.A. in Economics, Boston College
M.B.A., Harvard Business School
Lucia de Cardenas
Managing Director
Credit
Name Lucia de Cardenas
Title Managing Director
Division Credit
Location
Lucia de Cardenas joined Vista Equity Partners in 2023 and served as Managing Director on the Capital & Partners Solutions team before joining Vista Credit Partners in 2024. Ms. de Cardenas is responsible for European investor development and capital-raising activities for Vista Credit Partners.
Prior to joining Vista, Ms. de Cardenas spent 15 years at GoldenTree Asset Management, where she served most recently as a Managing Director, focusing on the firm’s European and Middle Eastern fundraising efforts and investor relations. Before GoldenTree, Ms. de Cardenas was an Analyst at Parker Global Strategies.
Education
B.A. in Economics, The University of Virginia
Nadeem Syed
Senior Managing Director, Head of Value Creation
Private Equity, Flagship
San Francisco
Name Nadeem Syed
Title Senior Managing Director, Head of Value Creation
Division Private Equity, Flagship
Location San Francisco
Nadeem Syed joined Vista Equity Partners in 2018 and is Head of Value Creation and a member of the private equity Flagship team. Mr. Syed serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Syed currently sits on the boards of Alegeus, Allvue Systems, KnowBe4 (formerly NASDAQ: KNBE), PlanSource and Securonix.
Prior to joining Vista, Mr. Syed was CEO of Finastra (formerly Misys), a Vista company and the third-largest financial services software company in the world. Before Finastra, Mr. Syed was COO of SumTotal Systems, a former Vista company, where he led the company’s strategic initiatives, overseeing services, support, engineering, product management and cloud operations. Prior to SumTotal Systems, Mr. Syed spent 19 years in multiple senior leadership roles at Oracle.
Education
B.S. in Production Engineering, University of Mumbai (formerly University of Bombay)
M.S., Industrial Engineering, Louisiana State University
Fareed Adib
Managing Director, President of OneVista
Private Equity, Flagship, OneVista
Austin
Name Fareed Adib
Title Managing Director, President of OneVista
Division Private Equity, Flagship, OneVista
Location Austin
Fareed Adib joined Vista Equity Partners in 2016 and is currently President of OneVista. He is also a member of the private equity Flagship team and Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Additionally, Mr. Adib works closely with Vista’s Founder, Chairman and CEO, Robert F. Smith, and the Capital & Partner Solutions team on strategic limited partner engagements. He is also actively involved with the firm’s investments in CentralSquare, Jio, mabl and Olive.
Before his current role at Vista, Mr. Adib led the Product & Technology team and acted as the firm’s first CTO, leading firm and portfolio-wide efforts around diligence, product management, product development, cybersecurity, cloud development and artificial intelligence and machine learning. Mr. Adib also served as the President of the Value Creation Team, where he helped architect the Value Creation organization.
Mr. Adib has more than 25 years of senior technology leadership experience and was named one of “The Smartest People in Tech” by Fortune in 2011. He has a distinguished track record of building diverse, global teams while managing billion-dollar businesses for some of the world’s most impactful and iconic brands, including Google, Softbank, Sprint, Sun and IBM.
Mr. Adib has served on the board of directors for several public and private technology companies. He also leads Vista’s partnership with Code.org, a nonprofit dedicated to expanding access to computer science in schools and increasing participation by young women and students from other underrepresented groups.
Education
B.S. Computer Science, University of Missouri
M.B.A., University of Chicago
Justin Hirsch
Managing Director, Strategy
Office of the CEO
Austin
Name Justin Hirsch
Title Managing Director, Strategy
Division Office of the CEO
Location Austin
Justin Hirsch joined Vista Equity Partners in 2016 and oversees the firm’s strategic priorities, balance sheet and principal investments. Mr. Hirsch manages the firm’s capital structure, risk levels and growth initiatives. He is also involved with investment structuring and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction.
Prior to Vista, Mr. Hirsch worked at Evercore, where he advised alternative asset managers on minority investments and other strategies to meet growth objectives. He was also a member of the financial sponsors group that focused coverage on technology assets. Mr. Hirsch began his career in the principal transactions group at Macquarie Capital.
Education
B.A. in Human Biology, Stanford University
Rachel Arnold
Senior Managing Director
Private Equity, Endeavor
Austin
Name Rachel Arnold
Title Senior Managing Director
Division Private Equity, Endeavor
Location Austin
Rachel Arnold has over two decades of experience investing in and scaling growth at market-leading software companies. Ms. Arnold is Co-Head of the Vista Endeavor Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. She currently sits on the boards of BigTime, BlueConic, Gnosis Freight, RadarFirst, Resilinc and Tripleseat, and is involved with the firm’s investments in Benchmark, COMPLY, Innovapptive, mabl and Portside. She was actively involved with the firm’s investments in AGDATA, Autotask, BigMachines, Bonterra, Bullhorn, Dispatch, Kibo, Lanyon, Lone Wolf, Naviga, PeopleAdmin, Relias Learning, SecureLink, WorkTango and Zapproved. Ms. Arnold was named one of GrowthCap’s Top Women Leaders in Growth Investing in 2022 and 2023, and to Buyouts’ Women in Private Equity Class of 2022.
Prior to joining Vista Equity Partners in 2012, Ms. Arnold held executive positions at four Vista companies. Her roles have included interim CEO at Bonterra (formerly Social Solutions), Senior Vice President of Engineering, Product Management and Marketing at Mitratech, Vice President of Product Management and Strategy at MicroEdge, and running Business Development and Channel Programs at SRC Software. Outside of her Vista tenure, Ms. Arnold served as Strategy Director at Interbrand and as an Equity Research Associate covering enterprise software at Pacific Crest.
Ms. Arnold is passionate about giving back to her community. In 2017, she co-founded the Austin chapter of Friends of the Children, a nonprofit organization focused on breaking the cycle of generational poverty through transformative work with high-risk youth. Ms. Arnold is the Past Chair and current board member for the Friends of the Children Austin chapter and serves as Treasurer and Trustee for The Contemporary Austin. She previously served on the National Board for Friends of the Children.
Education
B.A. in International Business, Linfield College
Julian Bostic
Managing Director
Capital & Partner Solutions
Chicago
Name Julian Bostic
Title Managing Director
Division Capital & Partner Solutions
Location Chicago
Julian Bostic joined Vista Equity Partners in 2018. Mr. Bostic is responsible for leading Vista’s Capital & Partner Solutions engagement and development efforts throughout the Midwest and Texas.
Prior to joining Vista, Mr. Bostic worked as a Managing Director and Client Advisor in the Institutional Client Group at Neuberger Berman, where he focused on corporations, public funds, endowments and foundations, and family offices in the Midwest and Texas. Before his time with Neuberger Berman, Mr. Bostic spent 13 years at J.P. Morgan Asset Management, where he served as a Client Advisor in the Institutional Americas Group and as a Portfolio Manager in the Private Equity Group.
Education
B.B.A. in Marketing, Howard University
M.B.A in General Management, Duke University
Rebecca Hu
Managing Director
Office of the CEO
Name Rebecca Hu
Title Managing Director
Division Office of the CEO
Location
Rebecca Hu joined Vista Equity Partners in 2017 and focuses on the greater China region. She is responsible for Vista platform engagement including capital raising and portfolio company strategy execution with investors, partners and customers.
Prior to joining Vista, Ms. Hu worked as a department Deputy Head at China Life Insurance Company, where she helped to build out the firm’s outbound investment portfolio management business and focused on alternative offshore investments across a variety of funds. Ms. Hu worked for China Life Insurance Company for over a decade in a variety of roles, including as a Division Chief for Foreign Currency Asset Management.
Education
M.A. in Linguistics, B.A. in International Finance, and B.A. in British and American Literature, Nankai University
Cheryl Cecchini Leahy
Managing Director
Capital & Partner Solutions
San Francisco
Name Cheryl Cecchini Leahy
Title Managing Director
Division Capital & Partner Solutions
Location San Francisco
Cheryl Cecchini Leahy joined Vista Equity Partners in 2019. Ms. Leahy is responsible for leading Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Western United States.
Prior to joining Vista, Ms. Leahy served as Principal of Business Development and Strategy at TPG Sixth Street Partners, where she was responsible for capital raising, investor relations and strategy. Before her time with TPG Sixth Street Partners, Ms. Leahy was a Vice President at Goldman Sachs, where she was a trader on the Leveraged Loan desk and a member of the Hedge Fund Strategies investment team. Prior to Goldman Sachs, Ms. Leahy worked at Merrill Lynch as an Analyst in the Investment Banking practice.
Education
B.S. in Finance and Accounting, Georgetown University, summa cum laude
John Cashwell
Managing Director, Coverage
Credit
New York
Name John Cashwell
Title Managing Director, Coverage
Division Credit
Location New York
John Cashwell joined Vista Credit Partners in 2024. Mr. Cashwell is responsible for investor development and capital raising activities on the East Coast.
Mr. Cashwell has nearly 30 years of business development experience, holding senior business development roles at firms including Bardin Hill Investment Partners, GSO Capital, Seix Investment Advisors, Citigroup Alternative Investments and Oppenheimer Capital. During his 10 years as a Senior Managing Director at GSO Capital, he played a key role in the growth of the credit business within Blackstone.
Education
B.S. in Finance, Villanova University
M.B.A, Finance, Columbia Business School
Michael Fosnaugh
Senior Managing Director
Private Equity, Flagship
Chicago
Name Michael Fosnaugh
Title Senior Managing Director
Division Private Equity, Flagship
Location Chicago
Michael Fosnaugh joined Vista Equity Partners in 2005. Mr. Fosnaugh is Co-Head of the Flagship Fund and sits on its Investment Committee. Additionally, Mr. Fosnaugh serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Mr. Fosnaugh currently sits on the boards of Acquia, Alegeus, Applause, CentralSquare, EAB, Greenway Health, Integral Ad Science (NASDAQ: IAS), InvoiceCloud, Jamf (NASDAQ: JAMF), KnowBe4 (formerly NASDAQ: KNBE), Model N, PlanSource, Securonix, SimplePractice, SmartBear, Stats Perform and TripleLift. He was also actively involved with the firm’s investments in Advicent, Forcepoint, Mediaocean, MRI Software, Numerator, Ping Identity (formerly NYSE: PING), SirsiDynix, Sunquest Information Systems, Vertafore, Websense and Zywave. Mr. Fosnaugh is the Co-Head of the Chicago office.
Mr. Fosnaugh is a thought leader within the investing and enterprise software communities and was featured in PEI’s Investing in Technology report along with Vista’s Founder, Chairman and CEO Robert Smith and Vista’s Co-Head of Flagship Fund and Senior Managing Director, Monti Saroya. Read their interview here.
Prior to joining Vista, Mr. Fosnaugh worked in the Technology, Media and Telecommunications Group at SG Cowen & Co., where he focused on the software, services and financial technology sectors. While at SG Cowen, he advised clients on buy-side and sell-side transactions, public and private equity financings, and other strategic advisory initiatives.
Education
A.B. in Economics from Harvard College, cum laude
James Marsh
Managing Director
Capital & Partner Solutions
Name James Marsh
Title Managing Director
Division Capital & Partner Solutions
Location
James Marsh joined Vista Equity Partners in 2023 and is responsible for coverage of the firm’s European investor development and capital raising activities.
Prior to joining Vista, Mr. Marsh was a Managing Director at KKR, where he led the firm’s European and Asian private equity fundraising efforts and covered a variety of European and global investor relationships. Before KKR, Mr. Marsh held roles in investment banking and asset management at Barclays and Goldman Sachs Asset Management, respectively.
Mr. Marsh also serves as a trustee of the London Music Fund.
Education
B.A., University of Cambridge
M.A., Harvard University
Patrick Severson
Senior Managing Director
Private Equity, Foundation
Austin
Name Patrick Severson
Title Senior Managing Director
Division Private Equity, Foundation
Location Austin
Patrick Severson joined Vista Equity Partners in 2013. Mr. Severson is Co-Head of the Vista Foundation Funds and sits on its Investment Committee. Additionally, he serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Mr. Severson currently sits on the boards of Assent Compliance, BetterCloud, Energy Exemplar, ESO, Granicus, Khoros, Kibo, LogicMonitor, Monetate, Naviga, Poppulo, Power Factors, Sonatype and Trintech. He was also actively involved with the firm’s investments in AGDATA, AlertMedia, ARCOS, Autotask, Bonterra, PeopleAdmin, Regulatory DataCorp (RDC), Return Path, StarRez, TigerConnect and Wrike.
Prior to joining Vista, Mr. Severson worked as Partner at Warburg Pincus where he spent 12 years investing in and working with software companies at all stages from startup to buyout. Before his time with Warburg Pincus, Mr. Severson worked at Booz-Allen & Hamilton, where he was a Consultant. Prior to Booz-Allen, Mr. Severson worked at Price Waterhouse, where he focused on media and technology.
Education
B.S. in Computer Science, Stanford University
M.B.A., Columbia University
René Yang Stewart
Senior Managing Director
Private Equity, Endeavor
Austin
Name René Yang Stewart
Title Senior Managing Director
Division Private Equity, Endeavor
Location Austin
René Yang Stewart joined Vista Equity Partners in 2007. Ms. Stewart is Co-Head of the Vista Endeavor Funds and sits on the Vista Endeavor Funds’ Investment Committee. Additionally, Ms. Stewart serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. She currently sits on the boards of Dispatch, iN2L, OfficeSpace and WorkTango. Ms. Stewart was also actively involved with the firm’s investments in Accruent, AGDATA, Bullhorn, Lone Wolf, Mitratech, SecureLink and Zapproved. Ms. Stewart was named one of GrowthCap’s Top Women Leaders in Growth Investing in 2022 and 2023, GrowthCap’s Leaders of Growth Investing in 2022 and GrowthCap’s Top 25 Software Investors in 2021.
Prior to joining Vista, Ms. Stewart worked at Yahoo! in the Corporate Finance group, focusing on mergers and acquisitions and business development opportunities for the company. Before her time at Yahoo!, Ms. Stewart worked at Lehman Brothers in the Global Technology group.
Education
B.A. in Economics, Columbia University, magna cum laude
Martin Taylor
Senior Managing Director
Private Equity, Foundation
Austin
Name Martin Taylor
Title Senior Managing Director
Division Private Equity, Foundation
Location Austin
Martin Taylor joined Vista Equity Partners in 2006. Mr. Taylor is Co-Head of the Foundation Funds and sits on its Investment Committee. Additionally, Mr. Taylor serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Taylor currently sits on the boards of AlertMedia, ARCOS, Bonterra, Critical Start, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), Nasuni, NAVEX, StarRez, TigerConnect, TRG Screen and Vivid Seats (NASDAQ: SEAT) and has served on numerous other boards during his tenure.
Previously at Vista, Mr. Taylor was a Managing Director and drove a variety of cross-fund and cross-portfolio initiatives. He was the initial President of Vista Consulting Group, where he was instrumental in building and scaling the Firm’s value creation infrastructure, formalizing Vista’s portfolio engagement model and developing many of Vista’s best practices.
Prior to Vista, Mr. Taylor had most recently served as a Corporate Vice President at Microsoft, where he spent over 13 years and managed corporate strategy, sales, product marketing and various segment-focused teams in North America and Latin America during that time. Mr. Taylor also served as Chief of Staff and Director of Business Strategy, working directly for Microsoft Chief Executive Officer Steve Ballmer, whom he assisted with strategic projects and long-term planning for the corporation.
Outside of Vista, Mr. Taylor is passionate about advancing access and creating opportunities for those who have traditionally been underrepresented across the business community. He sits on Milken Institute’s Executive Council for Diversity, Equity and Inclusion in Asset Management and The University of Texas President’s Austin Innovation Board that supports efforts to unlock student potential through experiential learning and strong college-to-career programming. In February 2022, Mr. Taylor made a gift donation to support UT’s Heman Sweatt Center for Black Males and help the organization expand its programs, events and scholarships.
Rod Aliabadi
Managing Director
Private Equity, Flagship
Chicago
Name Rod Aliabadi
Title Managing Director
Division Private Equity, Flagship
Location Chicago
Rod Aliabadi joined Vista in 2008 and sits on the Vista Flagship Funds’ Investment Committee. Mr. Aliabadi sits on the boards of Acquia, EAB, Integral Ad Science (NASDAQ: IAS), KnowBe4 (formerly NASDAQ: KNBE), Quickbase, Securonix and TripleLift. Mr. Aliabadi was also formerly on the boards of or actively involved with the firm’s investments in Aderant, BigMachines, Cloud Software Group, Forcepoint, Mediaocean, Mitratech, Numerator, Ping Identity (formerly NYSE: PING), Relias Learning, SirsiDynix, Stats Perform, SumTotal and Websense.
Prior to joining Vista, Mr. Aliabadi worked at the Stanford Genome Technology Center, focusing on developing nanotechnology-driven diagnostics. During his time at Stanford, Mr. Aliabadi became involved with the creation and spin-out of NextBio, a provider of SaaS-based products for integrating corporate and public data from sequencing and microarray technologies (acquired by Illumina in 2013).
Education
B.E. in Biomedical Engineering, Vanderbilt University
Adrian Alonso
Managing Director
Private Equity, Flagship
Austin
Name Adrian Alonso
Title Managing Director
Division Private Equity, Flagship
Location Austin
Adrian Alonso joined Vista Equity Partners in 2009 and is a member of the private equity Flagship team. Mr. Alonso serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. He sits on the boards of Advanced, Avalara, CentralSquare, EagleView, iCIMS and Mindbody, and is involved with the firm’s investment in Jio. He was also actively involved with the firm’s investments in Aptean, Omnitracs, Sovos Compliance, SumTotal Systems and TransFirst. Mr. Alonso was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2022.
Prior to joining Vista, Mr. Alonso worked in the Technology, Media and Telecommunications group of Goldman Sachs. While at Goldman, Mr. Alonso advised technology and media companies on a broad range of transactions, including mergers, acquisitions, divestitures, financings and other corporate restructuring activities.
Education
B.S. in Business Administration, University of Southern California, cum laude
Ryan Atlas
Managing Director
Private Equity, Foundation
Austin
Name Ryan Atlas
Title Managing Director
Division Private Equity, Foundation
Location Austin
Ryan Atlas joined Vista Equity Partners in 2012 and sits on the Vista Foundation Funds’ Investment Committee and serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Atlas currently sits on the boards of AlertMedia, Critical Start, ESO Solutions, Granicus, LogicMonitor, Menlo Security, TigerConnect and Tribute Technology. He was also formerly on the boards of or actively involved with the firm’s investments in Allocate, Autotask, Bullhorn, Main Street Hub, Relias Learning, Return Path and Wrike. Mr. Atlas was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2022.
Prior to joining Vista, Mr. Atlas worked at JMI Equity, a growth equity firm with over $7.5 billion under management. While at JMI, Mr. Atlas focused on growth and buyout investments of software and technology-enabled businesses. Before his time with JMI, Mr. Atlas worked at McKinsey & Company, where he advised clients on both strategy and operations in a variety of industries including private equity, technology and energy.
Outside of Vista, Mr. Atlas is passionate about supporting children and access to education in Central Texas. He was a founding member and Board Member of the Austin chapter of Friends of the Children, a nonprofit organization focused on breaking the cycle of generational poverty through transformative work with high-risk youth. Mr. Atlas is the former Treasurer, Vice Chair and current Board Chair for the Austin Chapter and also serves as a Board Member for Austin PBS.
Education
B.A. in Ethics, Politics, and Economics, Yale University, cum laude
Melissa Murray Bailey
Managing Director
Private Equity, Endeavor
Name Melissa Murray Bailey
Title Managing Director
Division Private Equity, Endeavor
Location
Melissa Murray Bailey joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Bailey was Chief Revenue Officer at Hootsuite, where she was responsible for the sales, customer success, professional services and customer support organizations. Before Hootsuite, she was Head of Sales at LinkedIn, where she directed North American talent, brand and hiring solutions.
Education
Ben Benson
Managing Director
Private Equity, Endeavor
Austin
Name Ben Benson
Title Managing Director
Division Private Equity, Endeavor
Location Austin
Ben Benson joined Vista Equity Partners in 2020 and is a member of the private equity Endeavor team. Mr. Benson currently sits on the boards of BlueConic, COMPLY, Innovapptive, OfficeSpace, Portside and Schoox. He was actively involved with the firm’s investments in LifeLoop (formerly iN2L), TripleSeat and WorkTango.
Prior to joining Vista, Mr. Benson worked as a Vice President in the software group at LLR Partners, where he was responsible for the company’s investments in a variety of verticals, including workplace, hospitality and field service technologies. Prior to LLR, Mr. Benson was an investment banker in the M&A group at BMO Capital Markets.
Education
B.A. in Economics, Middlebury College, summa cum laude
Bret Bolin
Managing Director
Private Equity, Foundation
Name Bret Bolin
Title Managing Director
Division Private Equity, Foundation
Location
Bret Bolin joined Vista Equity Partners in 2016. Mr. Bolin is a member of the private equity Foundation team and serves on Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. He currently sits on the boards of ARCOS, Granicus, LogicMonitor, Naviga and Poppulo and is an active board observer for Assent and Menlo Security. He was also actively involved with the firm’s investments in Advanced, Allocate, PeopleAdmin, RDC, Tomia, Trintech and Wrike.
Prior to joining Vista, Mr. Bolin was on the boards of Unit 4, KMD and eFront. Prior to this, he was the Executive Chairman and Chief Executive Officer of Misys (now Finastra) from 2012 to 2014, a Vista company, which is a leading provider of banking, capital markets, investment management and risk solutions to financial institutions around the world, based in London. Under his leadership, Misys successfully consolidated the operations of Turaz (formerly Thomson Reuters Treasury and Risk Management Division) and commenced a strong path to industry leading growth and profitability.
Prior to Misys, Mr. Bolin was the President and Chief Executive Officer of P2 Energy Solutions (formerly a Vista company), a provider of upstream oil and gas software and data solutions, Chief Financial Officer of Ventyx (formerly a Vista company), a leading business solution provider to the energy, utilities and telecommunications sectors, and Chief Financial Officer of SourceNet Solutions (formerly a Vista company), a provider of comprehensive business process outsourcing solutions for finance and accounting operations.
Education
B.B.A. in Finance, Texas Tech University
David Bonnette
Managing Director
Private Equity, Foundation
Austin
Name David Bonnette
Title Managing Director
Division Private Equity, Foundation
Location Austin
David Bonnette joined Vista Equity Partners in 2017 and is a member of the private equity Foundation team. Mr. Bonnette serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Bonnette currently sits on the boards of AlertMedia, FLASH, Khoros, Kibo, Nasuni, Sonatype and TigerConnect. He was also actively involved with the firm’s investments in Aptean, Lone Wolf, PeopleAdmin and Zego (Powered by PayLease). Mr. Bonnette is also active in portfolio executive development.
Prior to Vista, Mr. Bonnette was the CEO of Lanyon, which was merged with Cvent, another Vista portfolio company, upon Vista’s acquisition of Cvent in November 2016. Before joining Lanyon, Mr. Bonnette served as CEO at BigMachines for three years until its acquisition by Oracle. Mr. Bonnette has worked in the software industry for nearly 30 years, and prior to BigMachines, held a variety of executive roles at Oracle, where he led North American organizations in ERP, CRM and consulting.
Mr. Bonnette is a member of the Young Presidents’ Organization, where he serves on the advisory board and is a mentor for the Posse Foundation.
Education
B.A. in Business Management, Keene State College
International Business, Oxford Brookes University
Jessi Marshall
Managing Director, Head of Strategy and Operations
Capital & Partner Solutions
Austin
Name Jessi Marshall
Title Managing Director, Head of Strategy and Operations
Division Capital & Partner Solutions
Location Austin
Jessi Marshall joined Vista Equity Partners in 2015 and is currently Managing Director, Head of Strategy and Operations for the Capital & Partner Solutions team, working across internal and external stakeholders to ensure Vista’s capital formation strategy and business operations enable the firm to meet its investor relations objectives.
Before her current role, Ms. Marshall was Managing Director of Marketing, overseeing the creation, growth and evolution of the firm’s marketing strategy. Under her eight years of leadership, the Marketing team successfully curated and promoted Vista’s brand, messaging and competitive position as a market leader. Further to the development of the firm’s brand and within her marketing mandate, she established teams and programs across business development, market research, event management and corporate communications functions to promote Vista’s economic and business value to the market.
Prior to joining Vista, Ms. Marshall was Director of Strategic Programs at Mitratech, a former Vista portfolio company, where she led strategic, cross-functional programs to advance business transformation against the company’s value creation plans. Before her role as Director of Strategic Programs, Ms. Marshall was Director of Marketing at Mitratech, where she led the organization’s marketing strategy. Before Mitratech, Ms. Marshall was the North American Head of Outbound Marketing and Communications at Gemalto and worked at Applied Materials within their Product Marketing team.
Education
B.S. in Advertising, The University of Texas at Austin
Jamie Ford
Senior Managing Director
Permanent Capital
San Francisco
Name Jamie Ford
Title Senior Managing Director
Division Permanent Capital
Location San Francisco
Jamie Ford joined Vista Equity Partners in 2000. Mr. Ford is Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Mr. Ford also serves as a member of Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform, as well as serving as a member of Vista’s Compliance Committee. In addition, Mr. Ford helped found and continues to have management oversight of Vista Public Strategies. Previously, Mr. Ford served as Vista’s Chief Operating Officer and as President of Vista Credit Partners. Mr. Ford currently sits on the boards of Accelya and Ellucian. Mr. Ford was previously a member of the Vista Flagship Fund and its Investment Committee and was actively involved with the firm’s investments in Accero, Aspect Communications, DealerSocket, Misys, P2 Energy Solutions, TIBCO, Turaz, Websense, Ventyx, SER, SourceNet Solutions, SRC Software and The ACTIVE Network.
Prior to joining Vista, Mr. Ford worked in the Mergers and Acquisitions group of Goldman, Sachs & Co., where he advised clients in a variety of industries, including consumer products, chemicals, energy and power, and media. In addition to his work at Vista, Mr. Ford also serves as a board member of SquashDrive and the Boys & Girls Clubs of San Francisco.
Education
B.A. in Economics, Amherst College, magna cum laude
James P. Hickey
Senior Managing Director
Permanent Capital
Austin
Name James P. Hickey
Title Senior Managing Director
Division Permanent Capital
Location Austin
Jim Hickey joined Vista Equity Partners in 2008. Mr. Hickey is currently a Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Additionally, Mr. Hickey serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. He previously was a member of the Vista Flagship Fund and its Investment Committee. Mr. Hickey currently sits on the boards of Accelya, Ellucian and Greenway Health. He was also actively involved with the firm’s investments in Aderant, Aptean, BigMachines, Brainware, EagleView, Navex, Numerator, SirsiDynix and Zywave.
Prior to joining Vista, Mr. Hickey spent 25 years at William Blair & Company, including 14 years heading up its technology investment banking practice and 11 years as an equity research analyst following the technology sector. Mr. Hickey is also a Chartered Financial Analyst.
Education
B.A. in Economics, Williams College, with honors
M.B.A., Graduate School of Business, University of Chicago
Billy Bosworth
Managing Director
Private Equity, Flagship
Name Billy Bosworth
Title Managing Director
Division Private Equity, Flagship
Location
Billy Bosworth joined Vista Equity Partners in 2023 and is a member of the private equity Flagship team.
Prior to joining Vista, Mr. Bosworth served as CEO of Dremio, where he was responsible for the overall strategy, direction and growth of the company and helped usher in over $300 million in new capital. Before his time at Dremio, he served as CEO of DataStax, where he grew the company from 25 employees to over 500 employees. Before joining DataStax, Mr. Bosworth spent six years at Quest Software as Vice President and General Manager of the database business unit. Mr. Bosworth has more than 25 years of leadership experience in the software industry and spent a substantial portion of his early career as a software engineer.
Education
Anand Anbalagan
Managing Director
Permanent Capital
Austin
Name Anand Anbalagan
Title Managing Director
Division Permanent Capital
Location Austin
Anand Anbalagan joined Vista Equity Partners in 2009. Mr. Anbalagan is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. He previously was a member of the Foundation team. Mr. Anbalagan currently sits on the board of Accelya and is actively involved in the firm’s investment in Ellucian. He was also actively involved in the firm’s investments in Bonterra, Kibo, Lanyon, MicroEdge, Mitratech, PeopleAdmin, Relias Learning and Upserve.
Prior to joining Vista, Mr. Anbalagan worked at Morgan Stanley in Menlo Park, where he worked in the Technology Investment Banking group. While at Morgan Stanley, Mr. Anbalagan advised clients on buy-side and sell-side transactions in a variety of verticals including software, internet, enterprise hardware and semiconductors.
Education
B.S. in Economics, The Wharton School, University of Pennsylvania, magna cum laude
B.A.S. in Engineering, School of Engineering and Applied Sciences, University of Pennsylvania, magna cum laude
Vincent Burkett
Managing Director
Permanent Capital
Austin
Name Vincent Burkett
Title Managing Director
Division Permanent Capital
Location Austin
Vince Burkett joined Vista Equity Partners in 2011 and is currently a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Burkett serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Burkett sits on the Vista Perennial Fund Investment Committee and sits on the boards of Accelya and Ellucian. He was also actively involved in the firm’s investments in Autotask, Bullhorn, Misys (now Finastra) and Mitratech.
Prior to joining Vista, Mr. Burkett was the Executive Chairman and Chief Executive Officer of Ventyx (formerly a Vista company), which is a leading business solutions provider offering software, data and advisory services. Under his leadership, Ventyx grew into one of the largest and most successful independently owned software companies for energy and utility companies through an aggressive acquisition and integration strategy, along with an intensive program for organic growth and operational improvement culminating in a strategic acquisition of Ventyx by Zurich, CH based ABB. Prior to Ventyx, Mr. Burkett was a Managing Director at Alvarez and Marsal Business Consulting and Co-Founder and Chief Executive Officer of SourceNet Solutions (formerly a Vista company), a provider of comprehensive business process outsourcing solutions for finance and accounting operations.
Education
B.B.A. in Accounting, Texas A&M University, magna cum laude
Tom DeFeo
Managing Director, Chief Technology Officer
Value Creation Team
Name Tom DeFeo
Title Managing Director, Chief Technology Officer
Division Value Creation Team
Location
Tom DeFeo joined Vista Equity Partners in 2024. Mr. DeFeo leads the firm-wide Product & Technology Value Creation practice, working across the current Vista portfolio to drive innovation and growth and evaluate new Vista companies.
Prior to joining Vista, Mr. DeFeo was Vice President of Global Solution Engineering and North America Customer Engineering at Google. During his tenure at Google, he led a diverse team of engineers tasked with ensuring the success of Google Cloud’s largest enterprise customers. Before Google, Mr. DeFeo spent over two decades at Microsoft, most recently serving as the National Director of Microsoft Azure, leading a national team of cloud solution architects in helping Microsoft customers succeed with Azure. Mr. DeFeo began his career as an HVAC Designer at PWI Engineering.
Justin Cho
Managing Director
Private Equity, Endeavor
Austin
Name Justin Cho
Title Managing Director
Division Private Equity, Endeavor
Location Austin
Justin Cho joined Vista Equity Partners in 2005 and is currently a member of the private equity Endeavor team. He currently sits on the boards of Fusion Risk Management, RadarFirst and Tripleseat. Mr. Cho was also actively involved with Vista’s investments in BigMachines, ComplySci, Naviga, P2 Energy Solutions, Regulatory DataCorp, Surgical Information Systems, Trintech and Ventyx.
From 2008 to 2009, Mr. Cho served as the Vice President of Corporate Development at P2 Energy Solutions, with a focus on operations as well as corporate strategy and acquisitions. Prior to joining Vista, Mr. Cho worked at Merrill Lynch & Co., where he advised clients in both the technology and healthcare industries. In addition to his work at Vista, Mr. Cho serves on the Leadership Council for the Andy Roddick Foundation, a non-profit provider of after school and summer learning programs, and is a Board Member of UC Berkeley’s Management, Entrepreneurship and Technology Program.
Education
B.S. in Business Administration, Haas School of Business, University of California at Berkeley
B.S. in Electrical Engineering and Computer Sciences, College of Engineering, University of California at Berkeley
Darko Dejanovic
Managing Director
Private Equity
Austin
Name Darko Dejanovic
Title Managing Director
Division Private Equity
Location Austin
Darko Dejanovic joined Vista Equity Partners in 2017. Mr. Dejanovic currently sits on the boards of Solera and Stats Perform. He was also actively involved in the firm’s investments in AGDATA, Bonterra, EagleView, Omnitracs, The ACTIVE Network, Upserve, Vivid Seats (NASDAQ: SEAT) and Wrike.
Prior to joining Vista, Mr. Dejanovic worked as the Executive Chairman, CEO, President and Chief Technology, Product and Innovation Officer at The ACTIVE Network, a former Vista company. Before his time with The ACTIVE Network, Mr. Dejanovic worked at Monster Worldwide as Executive Vice President, Global Chief Information Officer and Head of Product. Prior to Monster Worldwide, Mr. Dejanovic worked at Tribune Company as Corporate Senior Vice President and Chief Technology Officer.
Education
B.S. in Computer Information Systems, Florida Metropolitan University
M.B.A., Northwestern University Kellogg School of Management
Kim Eaton
Managing Director
Private Equity, Foundation
Austin
Name Kim Eaton
Title Managing Director
Division Private Equity, Foundation
Location Austin
Kim Eaton joined Vista Equity Partners in 2019 and is a member of the private equity Foundation team. Ms. Eaton currently sits on the boards of Acquia, ESO Solutions, Power Factors, Quickbase, Tribute Technology and Vena Solutions.
Prior to joining Vista, Ms. Eaton served as Chief Executive Officer at Aptean, which provides industry-specific software applications that help businesses manage their resources, supply chain, employees and customer relationships. Before her time with Aptean, Ms. Eaton worked at NCR Corporation, where she most recently served as the Senior Vice President and General Manager of the company’s Hospitality and Travel business. Prior to NCR, Ms. Eaton served as the Executive Vice President of Marketing at Radiant Systems and President at BlueCube Software.
Education
B.S. in Distributed Studies, Iowa State University
Josh Gray
Managing Director
Private Equity, Endeavor
Chicago
Name Josh Gray
Title Managing Director
Division Private Equity, Endeavor
Location Chicago
Josh Gray joined Vista Equity Partners in 2019 and is a member of the private equity Endeavor team and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Gray currently sits on the boards of BigTime Software, Dispatch, Fusion Risk Management and Resilinc. He is also actively involved with the firm’s investments in Innovapptive and was previously involved with the firm’s investments in BlueConic, Jebbit and LifeLoop (formerly iN2L).
Prior to joining Vista, Mr. Gray served as President and Chief Operating Officer at Eved, a global AP and payments platform, where he ran all lines of business. He also worked at Insight Partners as an Operating Partner, serving as interim CEO of Unitrends. Previously, Mr. Gray was a member of the executive team at BigMachines, a Vista portfolio company, serving as General Manager of BigMachines Express through the company’s acquisition by Oracle.
Before his time at BigMachines, Mr. Gray held roles at Chicago Public Schools and Boston Consulting Group. He also served as Assistant Chief Operating Officer on the 2008 Obama for America Presidential Campaign. Mr. Gray began his career as a Private Equity and Venture Capital Investor at Svoboda Capital Partners and Lehman Brothers.
Education
B.A. in Political Science, University of Michigan
M.P.A., Harvard Kennedy School
M.B.A., Harvard Business School
Nick Harris
Managing Director, Value Creation
Value Creation Team
Austin
Name Nick Harris
Title Managing Director, Value Creation
Division Value Creation Team
Location Austin
Nick Harris joined the Value Creation Team in 2023 and previously served as Executive Director of Operations for Vista Equity Partners.
Prior to joining Vista, Mr. Harris was Vice President of Professional Services at Granicus (a Vista company). Before Granicus, he was a Program Manager at Cheniere Energy. Before Cheniere, Mr. Harris was a Project Manager for RLG International. Before RLG International, he was an Artillery Officer in the United States Army.
Education
B.S. United States Military Academy at West Point
M.B.A., McCombs School of Business, The University of Texas at Austin
Betty Hung
Managing Director
Private Equity, Flagship
Austin
Name Betty Hung
Title Managing Director
Division Private Equity, Flagship
Location Austin
Betty Hung joined Vista Equity Partners in 2007. Ms. Hung sits on the Vista Flagship Funds’ Investment Committee and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Ms. Hung currently sits on the boards of CentralSquare, Cvent (NASDAQ: CVT), EAB, EagleView, Finastra, OneAdvanced and Xactly and is actively involved with the firm’s investments in Cloud Software Group. She was previously on the board of PowerSchool (NYSE: formerly PWSC) and was actively involved with the firm’s investments in Pipedrive, Pluralsight and TIBCO. Prior to her role as a Managing Director, Ms. Hung was an Operating Senior Vice President, served as the Chief Financial Officer of SumTotal and was the Chief Operating Officer of Vista Consulting Group.
Prior to joining Vista, Ms. Hung served as the Vice President of Portfolio Company Operations at Garnett & Helfrich Capital. Before her time with Garnett & Helfrich, Ms. Hung served as Chief Financial Officer at OSIsoft. Prior to OSIsoft, Ms. Hung worked at Goldman Sachs and Alex. Brown & Sons.
Education
B.A. in Economics and Chinese Studies, Wellesley College, cum laude
M.P.P.M., Concentration in Finance, Yale School of Management
Jake Hodgman
Managing Director
Private Equity, Foundation
Austin
Name Jake Hodgman
Title Managing Director
Division Private Equity, Foundation
Location Austin
Jake Hodgman joined Vista Equity Partners in 2015 and is a member of the private equity Foundation team. Mr. Hodgman currently sits on the boards of Assent Compliance, StarRez, TRG Screen and Vena Solutions. He was also actively involved with the firm’s investments in Lone Wolf Real Estate Technologies, Regulatory DataCorp (RDC) and Zego (Powered by PayLease).
Prior to joining Vista, Mr. Hodgman was a Principal and founding member of HGGC (formerly Huntsman Gay Global Capital) where he was actively involved in fundraising, sourcing, execution and management of portfolio investments with a particular focus on software and technology-enabled businesses. Prior to HGGC’s formation, Mr. Hodgman was a Senior Associate with Sorenson Capital and began his career in the Investment Banking Division of Citigroup.
Education
B.S. in Business Management emphasis in Finance, Brigham Young University
Pete Fisher
Managing Director
Credit
New York
Name Pete Fisher
Title Managing Director
Division Credit
Location New York
Pete Fisher joined Vista Credit Partners in 2019 and is a member of the VCP Investment Committee. His primary focus is VCP’s non-sponsored and secondary-market investment opportunities.
Prior to joining Vista in 2019, Mr. Fisher served as Managing Director at PointState Capital LP, where he was responsible for sourcing, initiating and managing distressed or special situations investments in credit and equities with a focus in the technology, telecom and media sectors. Before his time with PointState Capital, Mr. Fisher worked at GSO Capital Partners, Blackstone’s global credit investment platform, where he focused on illiquid and private credit opportunities across multiple fund strategies. Prior to GSO Capital Partners, Mr. Fisher worked at Deutsche Bank in the Leverage Finance Group, and began his career at SPP Capital Partners.
Education
B.A. in Political Economy, Georgetown University
Christina Lema
Deputy Chief Legal Officer, General Counsel
Legal & Compliance
San Francisco
Name Christina Lema
Title Deputy Chief Legal Officer, General Counsel
Division Legal & Compliance
Location San Francisco
Christina Lema joined Vista Equity Partners in 2012. Ms. Lema is Vista’s Deputy Chief Legal Officer and serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Ms. Lema currently sits on the boards of Greenway Health, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF) and Mindbody.
Prior to joining Vista, Ms. Lema worked for a number of years at Kirkland & Ellis in its San Francisco office. While at Kirkland, Ms. Lema focused on leveraged acquisitions and divestitures, mergers and acquisitions, equity financings and minority investments. Ms. Lema is a member of the State Bar of California and was recognized on The Legal 500’s GC Powerlist: United States in 2019.
Education
B.A. in Economics and Spanish, University of Pennsylvania, cum laude
J.D., Columbia University, Harlan Fiske Stone Scholar
Rohan Ranadive
Managing Director, Finance Operations
Finance
Name Rohan Ranadive
Title Managing Director, Finance Operations
Division Finance
Location
Rohan Ranadive joined Vista Equity Partners in 2022 and is responsible for driving various initiatives across the Finance organization.
Prior to joining Vista, Mr. Ranadive was Chief Financial Officer at Aviditi Advisors, where he managed the company’s Finance and Operations teams. Before Aviditi, he was a Managing Director at TPG, where he spent over a decade leading many of the firm’s strategic initiatives and had oversight of different departments across Finance and the broader Operations organization. Prior to TPG, Mr. Ranadive worked in the advisory practice at Ernst and Young.
Education
B.B.A. in Finance, The University of Texas at Austin
M.B.A., The University of Texas at Arlington
Ashley MacNeill
Managing Director, Head of Equity Capital Markets
Private Equity, Flagship
New York
Name Ashley MacNeill
Title Managing Director, Head of Equity Capital Markets
Division Private Equity, Flagship
Location New York
Ashley MacNeill joined Vista Equity Partners in 2022. Ms. MacNeill works across the organization to run the firm’s Equity Capital Markets strategy, including managing all portfolio company equity financing activities and serving as a member of Vista’s Private Equity Management Committee.
Prior to joining Vista, Ms. MacNeill spent 12 years at Morgan Stanley, where she most recently served as Co-Head of Technology Equity Capital Markets for the Americas and Managing Director. Before Morgan Stanley, she was an Associate Director at UBS Investment Bank in Canada. During her almost 20 years in capital markets and investment banking, Ms. MacNeill has led various teams and IPOs for some of the largest public technology companies, including Uber, Snapchat, Shopify, Warner Music and Datadog. She also worked on Vista IPOs for Datto (formerly NYSE: MSP) and IAS (NASDAQ: IAS), as well as the original IPOs for Vista companies Mindbody and Pluralsight.
Education
HBA, BSEng in Mechanical Engineering and Business, Western University
Viet Nguyen
Managing Director
Capital & Partner Solutions
Austin
Name Viet Nguyen
Title Managing Director
Division Capital & Partner Solutions
Location Austin
Viet Nguyen joined Vista Equity Partners in 2020. Mr. Nguyen leads Vista’s investor engagement and development efforts in the Middle East and Latin America.
Prior to joining Vista, Mr. Nguyen served as Managing Director at Riverstone Holdings, where he focused on capital raising initiatives and led coverage of the firm’s sovereign wealth fund and international investor relationships. Before his time at Riverstone Holdings, Mr. Nguyen worked at Wendel North America, where he was a founding member of the investment team. Prior to Wendel North America, Mr. Nguyen worked at Advent International on the Private Equity Investment team and started his career in investment banking at Goldman Sachs.
Mr. Nguyen serves on the Board of STREETS International, a nonprofit organization founded to provide culinary and hospitality education for disadvantaged youth in Vietnam.
Education
B.S. in Finance and Accounting, Stern School of Business, New York University, magna cum laude
Godfrey Gill
Managing Director
Credit
New York
Name Godfrey Gill
Title Managing Director
Division Credit
Location New York
Godfrey Gill joined Vista Equity Partners in 2019 and served as Managing Director on the Capital & Partners Solutions team before joining Vista Credit Partners in 2024. Mr. Gill focuses on engagement and development efforts.
Prior to joining Vista, Mr. Gill served as a Managing Director at Lyrical Partners, LP, where he focused on institutional sales and marketing efforts and a broad cross-section of institutional clients throughout North America. Before his time with Lyrical, Mr. Gill was a Managing Director at Karsch Capital Management, where he served in a variety of roles, including client services, sales, marketing and as a member of the Investment team. Prior to Karsch Capital, Mr. Gill co-founded Keel Capital, an equity long/short investment firm focused on investing in companies in industries undergoing disruptive change, and served as Head of Investment Research.
Outside of his work at Vista, Mr. Gill serves on the Board of Trustees at Howard University and the Board of Advisors for the Francis L. & Edwin L. Cummings Memorial Fund.
Education
B.B.A. in Finance, Howard University
M.B.A., Harvard University
Chad Martin
Managing Director
Private Equity, Flagship
Name Chad Martin
Title Managing Director
Division Private Equity, Flagship
Location
Chad Martin joined Vista Equity Partners in 2022 and is a member of the private equity Flagship team.
Prior to joining Vista, Mr. Martin was CFO for MeridianLink, Inc., where he led the company’s value creation process that culminated in the firm’s successful IPO. Before his time at MeridianLink, Mr. Martin was CFO for two former Vista companies, DealerSocket (now part of Solera) and P2 Energy Solutions. Prior to DealerSocket and P2 Energy Solutions, Mr. Martin was CFO for Pacific Pulmonary Services. He also spent a decade in the Investment Banking Division of Goldman Sachs.
Education
B.B.A. in Finance, Texas Christian University
M.B.A., Stanford University
Patrick Nichols
Managing Director
Private Equity, Flagship
Austin
Name Patrick Nichols
Title Managing Director
Division Private Equity, Flagship
Location Austin
Patrick Nichols joined Vista Equity Partners in 2024 and is a member of the private equity Flagship team.
Before joining Vista, Mr. Nichols served as CEO of the combined Quest/One Identity business. During his tenure, he reorganized the company to consolidate product groups, reset roadmaps, improved profitability, acquired several organizations across all lines of business and led the sale process from Francisco Partners to Clearlake. Prior to Quest, Mr. Nichols was the CEO of Corel, where he drove significant organic growth across complex and mixed go-to-market motions, closed nearly a dozen acquisitions and successfully led the sale process from Vector Capital to KKR. Before his roles at Corel and Vector Capital, Patrick was part of the leadership team at Trilogy & Versata, where he contributed to creating operational excellence, driving M&A and converting the enterprise software platform into ESW Capital.
Education
B.S. in Computer Science, Cornell University
Angela Pecoraro
Managing Director
Private Equity, Foundation
Chicago
Name Angela Pecoraro
Title Managing Director
Division Private Equity, Foundation
Location Chicago
Angela Pecoraro joined Vista Equity Partners in 2021 and is a member of the private equity Foundation team. Ms. Pecoraro currently sits on the board of TRG Screen.
Ms. Pecoraro has spent most of her 20-year career at Vista companies, most recently as CEO of Advicent (now part of InvestCloud), a former Vista company, where she also served as President, COO and Senior Vice President. Before Advicent, Ms. Pecoraro held numerous key roles at former Vista company Zywave for over a decade. Ms. Pecoraro has held several senior and executive leadership roles throughout her career, including go-to-market, product strategy, technology, customer support and services.
Education
B.B.A. in Entrepreneurship, University of Wisconsin–Whitewater
M.B.A., Alverno College
Marybeth Schmitz
Managing Director, Head of Administration & Human Resources
Administration & Human Resources
New York
Name Marybeth Schmitz
Title Managing Director, Head of Administration & Human Resources
Division Administration & Human Resources
Location New York
Marybeth Schmitz joined Vista Equity Partners in 2016. In her role, Ms. Schmitz oversees the human resources function for Vista Equity Partners, as well as all firm facilities and the executive assistant program.
Prior to joining Vista, Ms. Schmitz was the Chief Operating Officer at The Boon Group. Before that, she ran human resources at the law firm of Kessler, Topaz, Meltzer & Check in Philadelphia. Ms. Schmitz also ran divisional human resources programs at Morgan Stanley and Bear Stearns in New York City. Ms. Schmitz began her career in recruiting and human resources consulting roles.
Education
B.S. in Political Science, University of Michigan
Abhay Puskoor
Managing Director
Private Equity, Endeavor
San Francisco
Name Abhay Puskoor
Title Managing Director
Division Private Equity, Endeavor
Location San Francisco
Abhay Puskoor joined Vista Equity Partners in 2021 and is a member of the private equity Endeavor team. Mr. Puskoor currently sits on the board of Benchmark Gensuite, BigTime, Gatekeeper, MedTrainer, Resilinc and WorkTango. He was also actively involved with the firm’s investment in Zapproved. Mr. Puskoor was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2023.
Prior to joining Vista, Mr. Puskoor served as a Principal at FTV Capital, where he focused on growth and buyout investments of software and technology-enabled businesses. Before his time at FTV, Mr. Puskoor worked at Credit Suisse, where he advised clients on mergers and acquisitions, recapitalizations and capital-raising transactions in the asset management, insurance and financial technology sectors.
Education
B.A. in Economics & International Relations, Bard College
Brian W. Steel
Managing Director, Strategic Communications
Firm Operations & Administration
New York
Name Brian W. Steel
Title Managing Director, Strategic Communications
Division Firm Operations & Administration
Location New York
Brian W. Steel joined Vista Equity Partners in 2021 and leads the firm’s media relations and strategic communications programs.
Prior to joining Vista, Mr. Steel was Executive Vice President of Public Relations at CNBC, where for 14 years, he was responsible for media relations, internal communications and talent management. Before CNBC, Mr. Steel was Global Head of Corporate Affairs at Citi in the Global Transaction Services business. Prior to Citi, Mr. Steel served in multiple positions in the Clinton Administration, including as a Deputy Assistant Attorney General in the Office of Policy Development at the United States Department of Justice, and as a Domestic Policy Advisor to Vice President Al Gore in The White House. Mr. Steel started his career as an Assistant District Attorney with the Manhattan District Attorney’s Office.
Education
B.A. in Psychology, Boston College
JD, New York Law School
Eric Roza
Managing Director
Private Equity, Flagship
Name Eric Roza
Title Managing Director
Division Private Equity, Flagship
Location
Eric Roza joined Vista Equity Partners in 2022 and is a member of the private equity Flagship team. Mr. Roza currently sits on the boards of Advanced, Gainsight, Mindbody, Pipedrive and TripleLift.
Prior to joining Vista, Mr. Roza served as CEO of CrossFit, where he led a buyout of the company. Before his time at CrossFit, Mr. Roza spent 12 years as CEO of Datalogix, building it into one of the largest data and analytics companies in the global digital advertising industry. Following Datalogix’s sale to Oracle, he served as Senior Vice President and General Manager of the Oracle Data Cloud. Mr. Roza previously worked at a number of technology startups and started his career as a Consultant at Bain & Company.
Education
B.A. in Economics, University of Michigan
M.B.A., Stanford University Graduate School of Business
Dan Parant
Managing Director, Global Head of Private Wealth
Private Wealth
New York
Name Dan Parant
Title Managing Director, Global Head of Private Wealth
Division Private Wealth
Location New York
Dan Parant joined Vista Equity Partners in 2024 and is the Global Head of Private Wealth Solutions.
Prior to joining Vista, Mr. Parant was a Managing Director and Co-Head of Americas Private Wealth at KKR, where he started the firm’s private wealth business in 2012 and led a team of over 50 executives focused on delivering private market solutions to financial advisors across wirehouses, private banks, RIAs and independent broker dealers in the U.S., Canada and Latin America.
Before KKR, he was a Vice President and Head of Alternatives Business Development for Intermediary Distribution at Neuberger Berman and previously was a member of the Absolute Return Strategies business at Lehman Brothers. Prior to joining Lehman Brothers, Mr. Parant was an Associate in the Capital Markets Consulting group at Thomson Financial. Mr. Parant started his career working in Major League Baseball for the Tampa Bay Rays.
Education
B.S. in Applied Economics and Management, Cornell University
Christine Pastore
Managing Director
Capital & Partner Solutions
Name Christine Pastore
Title Managing Director
Division Capital & Partner Solutions
Location
Christine Pastore joined Vista Equity Partners in 2013. Ms. Pastore is responsible for large, strategic relationships across the Vista platform.
Prior to joining Vista, Ms. Pastore spent over seven years as the Co-Head of Alternative Investments and Head of Private Equity for the New Jersey Division of Investment (NJDOI), a pension plan with over $90 billion in assets. While at NJDOI, she was responsible for directing the alternative investments program, valued at over $16 billion. In her last two years as the Co-Head of Alternatives, Ms. Pastore created one of the largest opportunistic strategic separate accounts within the public pension plan community. During her first five years, Ms. Pastore built New Jersey’s newly created private equity program, where she was responsible for devising the annual investment plan, sourcing, due-diligence, contract negotiations and monitoring of the portfolio. Ms. Pastore served on more than 25 advisory boards while at NJDOI. Prior to that, Ms. Pastore served for over 15 years as a legislative staff member, and in her last role, held the post of Deputy Budget Director for the New Jersey General Assembly.
Education
B.S. Business Administration, Finance, Rider University
M.B.A., Concentration Finance, Rider University
Jeff Russell
Managing Director
Capital & Partner Solutions
New York
Name Jeff Russell
Title Managing Director
Division Capital & Partner Solutions
Location New York
Jeff Russell joined Vista Equity Partners in 2018 and is the Head of client engagement and development efforts across North America.
Prior to joining Vista, Mr. Russell was a Principal at Park Hill Group, where he was responsible for the distribution of private markets products in New York and the project management of European capital-raising mandates in London. Before Park Hill, Mr. Russell was an Equity Research Associate at Credit Suisse First Boston, covering pan-European financial institutions, asset managers and Spanish banks.
Mr. Russell sits on the Ivey Advisory Board, which helps further the mission and aims of the Ivey Business School. He is also Chair of the Nominations Committee for the Board of Directors of Canada Soccer.
Education
H.B.A. in Business Administration, University of Western Ontario
Shelby Wanstrath
Managing Director
Firm Operations & Administration
Austin
Name Shelby Wanstrath
Title Managing Director
Division Firm Operations & Administration
Location Austin
Shelby Wanstrath joined Vista Equity Partners in 2021. Ms. Wanstrath is responsible for leading and supporting key cross-functional initiatives with a specific focus on new product development, strategic partnerships and fund management programs.
Prior to joining Vista, Ms. Wanstrath was the Co-Head of Private Equity Funds at the Teacher Retirement System of Texas, where she oversaw the group’s $27 billion private equity funds portfolio and was a member of the Private Equity Investment and Management committees. Prior to joining TRS in 2014, she led European private equity investments for Partner’s Group and held investment positions at WhiteHorse Capital and Prudential Capital Group.
Ms. Wanstrath sits on the Board of Trustees for the Dell Children’s Medical Foundation and the Dell Children’s Finance Committee.
Education
B.B.A. in Finance, Southern Methodist University
M.S. in Accounting, Cox School of Business, Southern Methodist University
M.B.A., London Business School
Stephen Seelbach
Managing Director
Capital & Partner Solutions
San Francisco
Name Stephen Seelbach
Title Managing Director
Division Capital & Partner Solutions
Location San Francisco
Stephen Seelbach joined Vista in 2014 and leads Vista’s strategy in Asia, including investor-facing dialogue, portfolio company go-to-market activity and partnerships. He currently sits on the boards of Applause and Vista’s two joint ventures in Japan, NEC and Japan Cloud Computer.
Mr. Seelbach is an active contributor to the firm’s international growth strategy, having led the opening of Vista’s offices in Hong Kong and Singapore. He is a member of the Asia Council of the Global Private Capital Association and the Hong Kong Venture Capital Association and collaborates with the World Economic Forum. Prior to his current role, he was Chief of Staff to Vista’s Founder, Chairman and CEO, Robert F. Smith, and involved in firm strategy, investor relations, operations and other cross-firm and functional projects.
Prior to joining Vista, Mr. Seelbach was a Managing Director at Morgan Stanley in Hong Kong, where he led the Asia-Pacific Financial Sponsors group. He worked at Morgan Stanley for 15 years in Hong Kong, Singapore and New York, including time in the Mergers and Acquisitions, Capital Markets and Corporate Finance groups.
Mr. Seelbach is an avid squash player and serves as the Board Chair of Squash Drive in San Francisco/Oakland. He also serves as Board Chair for St. Luke’s Preschool in San Francisco.
Education
B.A. in International Relations (Political Science and French), Amherst College, magna cum laude
Bill Bindeman
Senior Vice President, Head of Finance, Vista Public Strategies
Finance
San Francisco
Name Bill Bindeman
Title Senior Vice President, Head of Finance, Vista Public Strategies
Division Finance
Location San Francisco
Bill Bindeman joined Vista Public Strategies in 2015. Prior to joining Vista, Mr. Bindeman was the Chief Financial Officer and the Chief Compliance Officer at Union Point Advisors, a technology-focused long/short equity hedge fund.
Prior to joining Union Point Advisors, Mr. Bindeman was the Chief Financial Officer for Cavalry Asset Management, a technology-focused long/short equity hedge fund. In addition, Mr. Bindeman was also the Chief Compliance Officer for approximately five of his 10 years at Cavalry. Prior to joining Cavalry, Mr. Bindeman served as the Manager of Portfolio Operations and Accounting at Bowman Capital, Manager of Portfolio Administration for Bel Air Investment Advisors, Assistant Controller at Strome-Susskind Investment Management and as a Senior Auditor at Coopers & Lybrand, where he was a CPA.
Education
B.A. in Economics, University of California, Los Angeles
Alexander Hughes
Managing Director
Credit
New York
Name Alexander Hughes
Title Managing Director
Division Credit
Location New York
Alexander Hughes joined Vista Credit Partners in 2018. Mr. Hughes is responsible for the origination and evaluation of both private and public investments across Vista’s credit platform.
Prior to joining Vista, Mr. Hughes worked at Ares Management in the Credit division for over five years, most recently as a Vice President. While at Ares, Mr. Hughes underwrote and maintained credit facilities for corporate and sponsor-backed companies across a wide array of industries. In addition to his credit responsibilities, Mr. Hughes also assisted in strategic endeavors of the firm, including portfolio acquisitions and fundraising activities. Before his time with Ares Management, Mr. Hughes was an Analyst at Bank of America Merrill Lynch in the Leveraged Finance division.
Mr. Hughes is responsible for coverage of VCP’s investments in Deepwatch, Housecall Pro, MessageBird Metropolis and TripActions, among others.
Education
B.A. in Economics, Vanderbilt University
Kristine Jurczyk
Managing Director
Credit
Chicago
Name Kristine Jurczyk
Title Managing Director
Division Credit
Location Chicago
Kristine Jurczyk joined Vista Equity Partners in 2013 as a co-founder of Vista Credit Partners. She assists with managing the firm’s credit platform, raising and structuring the funds’ liabilities and is a voting member of the VCP Investment Committee.
Prior to joining Vista, Ms. Jurczyk served as a Team Leader at Antares Capital (Antares), the former middle-market sponsor finance platform of GE Capital, and was previously at Merrill Lynch Capital prior to its acquisition by Antares. At Antares and Merrill Lynch Capital, she managed all facets of the deal process from origination, underwriting, and structuring, to portfolio management of credit facilities to sponsor-backed companies across a diverse set of industries. Before her time at Merrill Lynch Capital, Ms. Jurczyk worked at Arthur Andersen in the Transaction Advisory Group, performing accounting and financial due diligence analysis on behalf of private equity firms.
Education
B.A. in Accountancy from Gustavus Adolphus College
M.B.A. from the University of Chicago Booth School of Business
Ken Burke
Senior Vice President, General Counsel & Head of Compliance, Vista Credit Partners
Legal & Compliance
New York
Name Ken Burke
Title Senior Vice President, General Counsel & Head of Compliance, Vista Credit Partners
Division Legal & Compliance
Location New York
Ken Burke joined Vista in 2020 and is the General Counsel and Head of Compliance for Vista Credit Partners. Mr. Burke also serves as General Counsel, Chief Compliance Officer and Secretary for Vista Credit Strategic Lending
Prior to joining Vista, Mr. Burke was Deputy Chief Compliance Officer at TPG Sixth Street Partners (TSSP) and Chief Compliance Officer for TSSP’s broker-dealer and BDC affiliates. Before TSSP, Mr. Burke oversaw the legal and compliance functions for a multibillion-dollar long/short equity hedge fund and was an associate attorney in the Securities Enforcement practice group at Gibson, Dunn & Crutcher. Mr. Burke began his career at the SEC, where he spent more than seven years in the Office of Compliance, Inspections and Examinations. While at the SEC, Mr. Burke was seconded to the U.S. Attorney’s Office for the Southern District of New York for 18 months to assist with various white-collar criminal investigations. Mr. Burke is a member of the State Bars of New York and New Jersey.
Education
B.S. in Finance, State University of New York, New Paltz, cum laude
J.D., Fordham University School of Law, magna cum laude
Drew Tate
Managing Director
Capital & Partner Solutions
Austin
Name Drew Tate
Title Managing Director
Division Capital & Partner Solutions
Location Austin
Drew Tate joined Vista Equity Partners in 2009. Mr. Tate is responsible for working with Vista’s investor base on co-investment and direct investment opportunities across investment platforms. Mr. Tate was previously a member of Vista’s Flagship Fund and Foundation Fund teams. He was actively involved with the firm’s investments in Advicent, Aptean, Bonterra, Finastra, NAVEX Global, P2 Energy Solutions, Poppulo, Solera, Stats Perform, Sunquest Information Systems, The ACTIVE Network, Vivid Seats (NASDAQ: SEAT) and Zywave.
Prior to joining Vista, Mr. Tate worked in the Business Services & Technology group at Baird in Chicago. While at Baird, Mr. Tate advised clients in verticals including software, communications, IT services and human capital services, among others. These projects included mergers, acquisitions, divestitures, public and private equity financings, and other advisory activities.
Education
B.S. in Business Administration, Concentration in Finance, University of Colorado Boulder, with high distinction
David Spitz
Managing Director
Private Equity, Foundation
Name David Spitz
Title Managing Director
Division Private Equity, Foundation
Location
David Spitz joined Vista Equity Partners in 2023 and is a member of the private equity Foundation team.
Prior to joining Vista, David was CEO of ChannelAdvisor (formerly NYSE: ECOM), a leading e-commerce network connecting suppliers and channels, which he took public and grew to $175 million in revenue, culminating in a successful sale to CommerceHub. Before ChannelAdvisor, Mr. Spitz was an Entrepreneur In Residence at Aurora Funds, a venture capital firm investing in early-stage healthcare and information technology companies. Prior to Aurora Funds, Mr. Spitz founded, led and sold two software companies, WindWire and Netsation.
Education
Amy Mathews
Managing Director, Head of Venture Capital Coverage
Credit
San Francisco
Name Amy Mathews
Title Managing Director, Head of Venture Capital Coverage
Division Credit
Location San Francisco
Amy Mathews joined Vista Credit Partners in 2021.
Prior to joining Vista, Ms. Mathews spent 14 years at Goldman Sachs, where she was a Vice President in the Technology, Media and Telecom group leading their Venture Capital Coverage effort. Before her time with the investment banking group, Ms. Mathews was in the Global Markets Division where she covered institutional clients including mutual funds, hedge funds and technology-related crossover funds with both public and private investing mandates. Prior to Goldman Sachs, Amy worked at Intel for five years in a variety of sales, marketing and technology manufacturing roles.
Education
B.B.A. in Marketing and Computer Applications, University of Notre Dame
Jason Crichfield
Senior Vice President, Global Controller
Finance
San Francisco
Name Jason Crichfield
Title Senior Vice President, Global Controller
Division Finance
Location San Francisco
Jason Crichfield joined Vista Equity Partners in 2014. Mr. Crichfield is the Senior Vice President, Global Controller for Vista Equity Partners and the Value Creation Team, overseeing the accounting and finance functions.
Prior to Vista, Mr. Crichfield was the Vice President Controller of the San Francisco-based publicly traded REIT BRE Properties from 2008 to 2014. While at BRE, Mr. Crichfield was responsible for all financial and SEC reporting, treasury management, tax compliance and secured lending. Before working with BRE Properties, Mr. Crichfield worked for Ernst & Young in the audit practice.
Education
B.S. in Accounting & Finance, Tulane University
M.S. in Accounting, University of Virginia
Evan Kalbacher
Senior Vice President
Private Wealth
New York
Name Evan Kalbacher
Title Senior Vice President
Division Private Wealth
Location New York
Evan Kalbacher joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Kalbacher worked at Dimensional Fund Advisors for over a decade, most recently as Chief of Staff and Vice President for the firm’s Global Client group. Before his tenure as Chief of Staff, Mr. Kalbacher served in various roles working directly with the firm’s Institutional and Advisor Client Relationships across the United States, Europe and Asia.
Education
B.S.M. in Finance, Tulane University
M.B.A., The University of Chicago Booth School of Business
Dawan Koo
Senior Vice President
Capital & Partner Solutions
Name Dawan Koo
Title Senior Vice President
Division Capital & Partner Solutions
Location
Dawan Koo joined Vista Equity Partners in 2021. Mr. Koo focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout Asia.
Prior to joining Vista, Mr. Koo was Director of Business Development and Investor Relations at Värde Partners, where he focused on relationship-building and capital-raising initiatives across East Asia. Before his time at Värde, Mr. Koo worked at HarbourVest Partners in Hong Kong as an Investment Associate. Prior to HarbourVest, he worked at Credit Suisse as an Analyst and at AB Bernstein as an Assistant Vice President.
Education
B.S. in Applied Economics and Management, Cornell University, magna cum laude
Dan Ott
Senior Vice President
Capital & Partner Solutions
Name Dan Ott
Title Senior Vice President
Division Capital & Partner Solutions
Location
Dan Ott joined Vista Equity Partners in 2024. Mr. Ott is responsible for leading Vista’s Capital & Partner Solutions engagement with investment consultants.
Prior to joining Vista, Mr. Ott was Head of Consultant Relations at Insight Partners, where he was responsible for developing and maintaining relationships with investment consultants globally. Before Insight, Mr. Ott spent 11 years at BlackRock, most recently as a Director on the Global Consultant Relations team. Mr. Ott is a CFA charterholder.
Education
B.A. in Finance, University of Notre Dame
Marissa Grand
Senior Vice President
Human Resources
New York
Name Marissa Grand
Title Senior Vice President
Division Human Resources
Location New York
Marissa Grand joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Grand was the Head of Employee Experience and HR Chief Operating Officer at Invesco, where she worked across the firm to enhance employee experience and engagement. Before Invesco, Ms. Grand spent 17 years at Goldman Sachs in several HR roles, most recently as Global Head of M&A People Strategy.
Education
B.S. in Industrial and Labor Relations, Cornell University
M.S., Global Economics, London School of Economics
Andy Ugarte
Senior Vice President
Capital & Partner Solutions
Austin
Name Andy Ugarte
Title Senior Vice President
Division Capital & Partner Solutions
Location Austin
Andy Ugarte joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Ugarte spent over 10 years at Evercore, most recently as Managing Director and Co-Head of the Hong Kong generalist M&A Advisory group. While at Evercore, Mr. Ugarte provided advice to sponsor and corporate clients on complex cross-border M&A transactions, domestic M&A transactions across Southeast Asia and the United States, and GP minority stake sales. Before Evercore, Mr. Ugarte worked at Macquarie Capital, where he served as an Investment and Advisory Professional in the Principal Transactions group in the United States and the Infrastructure Advisory group in Canada.
Education
BCom. in Finance, University of British Columbia
M.B.A., Finance and Entrepreneurial Management, The Wharton School, University of Pennsylvania
Lauren Adams
Vice President
Capital & Partner Solutions
Name Lauren Adams
Title Vice President
Division Capital & Partner Solutions
Location
Lauren Adams joined Vista Equity Partners in 2023 and is a Coverage Officer on the Capital & Partner Solutions team.
Prior to joining Vista, Ms. Adams was a Director at the Credit Suisse Private Fund Group (PFG) where she led the PFG’s coverage of investors across the Southern and Southeastern United States and Latin America. Before PFG, Ms. Adams was a Vice President at J.P. Morgan Asset Management, where she served as a relationship manager responsible for delivering asset management solutions to U.S. institutional investors. Ms. Adams is a CFA charterholder.
Education
A.B. in History & Literature, Harvard University, magna cum laude
Sean Cahill
Vice President
Private Wealth
Chicago
Name Sean Cahill
Title Vice President
Division Private Wealth
Location Chicago
Sean Cahill joined Vista Equity Partners in 2024. Mr. Cahill focuses on engagement and client development for Vista’s RIA and multi-family office partners.
Prior to joining Vista, Mr. Cahill was a Vice President at Blue Owl Capital, where he managed the firm’s relationships with RIAs and family offices in the Midwest. Previously, Mr. Cahill was a Senior Associate at Owl Rock Capital, Blue Owl’s predecessor firm, where he supported the firm’s private wealth fundraising initiatives. Mr. Cahill began his career with Legg Mason Global Asset Management.
Education
B.A., Philosophy, Politics and the Public Honors Program, Xavier University
Brendan Renehan
Managing Director
Credit
New York
Name Brendan Renehan
Title Managing Director
Division Credit
Location New York
Brendan Renehan joined Vista Credit Partners in 2018. Mr. Renehan is responsible for the origination and evaluation of both private and public investments across Vista’s credit platform.
Prior to joining Vista, Mr. Renehan worked at Ares Management in the Direct Lending division for four years, most recently as a Senior Associate. While at Ares, Mr. Renehan underwrote and maintained credit facilities for corporate and sponsor-backed companies across a wide array of industries. In addition to his credit responsibilities, Mr. Renehan also assisted in strategic endeavors of the firm, including portfolio acquisitions and fundraising activities. Before his time with Ares Management, Mr. Renehan was an Analyst at Bank of America Merrill Lynch in the Leveraged Finance division.
Mr. Renehan is a board member of Rocket Lawyer and a board observer of AssureCare, Artsy, Certane and TCGPlayer.
Education
B.A. in Political Economy, Georgetown University
Connor Diamond
Vice President
Private Wealth
Name Connor Diamond
Title Vice President
Division Private Wealth
Location
Connor Diamond joined Vista Equity Partners in 2024. Mr. Diamond focuses on client development and engagement for Vista’s RIA and multi-family office partners.
Prior to joining Vista, Mr. Diamond was a Director at Select Equity Group, where he helped manage and grow the firm’s relationships with private wealth intermediaries and institutional investors. Previously, Mr. Diamond was an Executive at Betterment LLC, and earlier began his career as an Analyst at Credit Agricole.
Education
B.S. in Business Administration, Fordham University
Hannah Dolgin
Vice President
Capital & Partner Solutions
New York
Name Hannah Dolgin
Title Vice President
Division Capital & Partner Solutions
Location New York
Hannah Dolgin joined Vista Equity Partners in 2021.
Prior to joining Vista, Ms. Dolgin worked as an Investment Banking and Growth Equity Associate at the Raine Group. Before her time with Raine, Ms. Dolgin worked as a Product Development and Investor Relations Associate at SECOR Asset Management. Prior to SECOR, Ms. Dolgin worked at J.P. Morgan Asset Management as an Alternative Capital Markets Analyst developing investment solutions for clients in hedge funds, private equity and private real estate offerings.
Education
B.S. in Business Administration and Management, Cornell University
M.B.A., Columbia Business School
Alistair Galloway
Vice President
Capital & Partner Solutions
Name Alistair Galloway
Title Vice President
Division Capital & Partner Solutions
Location
Alistair Galloway joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Galloway was a Principal at Hamilton Lane. Before Hamilton Lane, he was a Senior Relationship Manager at Pantheon Ventures. Prior to Pantheon, Mr. Galloway was Head of Investor Relations at JAR Capital. Before JAR Capital, he was an Associate Director at Russell Investments.
Education
B.Sc. in Biochemistry, University of St. Andrews
Royal Military Academy Sandhurst
Anthony Gentile
Vice President, Coverage
Private Wealth
New York
Name Anthony Gentile
Title Vice President, Coverage
Division Private Wealth
Location New York
Anthony Gentile joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Gentile spent over 15 years at Morgan Stanley, most recently as Head of Product Administration and Oversight within the Wealth Management Alternative Investments group. Before his tenure at Morgan Stanley, Mr. Gentile led various teams and initiatives at Citigroup within their Alternative Investments group.
Education
B.S. in Accounting, Fordham University
Ashleigh Gorman
Vice President, Operations
Capital & Partner Solutions
Austin
Name Ashleigh Gorman
Title Vice President, Operations
Division Capital & Partner Solutions
Location Austin
Ashleigh Gorman joined Vista Equity Partners in 2016. Ms. Gorman is responsible for leading the firm’s marketing technology team and advancing marketing intelligence to advantage the firm’s sourcing and fundraising strategies.
Prior to joining Vista, Ms. Gorman served in Demand Generation leadership roles at SaaS enterprise software companies such as Invodo, Leaf Group and Pluck (acquired by Sprinklr), where she focused on martech platform implementations, marketing and sales methodology, digital UX strategy and marketing intelligence.
Education
B.A. in Business, Economics and Sociology, Hampshire College
John Guay
Vice President
Capital & Partner Solutions
New York
Name John Guay
Title Vice President
Division Capital & Partner Solutions
Location New York
John Guay joined Vista Equity Partners in 2023. Mr. Guay is responsible for Vista’s Capital & Partner Solutions institutional engagement and client development efforts throughout Canada and the Eastern United States.
Prior to joining Vista, Mr. Guay served as a Principal at Park Hill Group (a subsidiary of PJT Partners, formerly Blackstone), where he was responsible for the distribution of private markets offerings to institutional investors throughout a similar jurisdiction while also based in New York. Before his time with Park Hill, Mr. Guay began his career within the Institutional Client group at Lazard Asset Management, focusing specifically on corporate plan sponsor and institutional investment consultant coverage.
Education
B.A. in Economics, Wesleyan University
Yancey Spruill
Managing Director
Private Equity, Flagship
Name Yancey Spruill
Title Managing Director
Division Private Equity, Flagship
Location
Yancey Spruill joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Spruill was CEO of DigitalOcean (NYSE: DOCN), where he broadened the cloud hosting company’s product portfolio, tripled its revenue and led its IPO in 2021. Before DigitalOcean, Mr. Spruill was COO and CFO of SendGrid (NYSE: SEND), an email API and marketing campaign platform he helped take public in 2017 and led its acquisition by Twilio in 2019. Prior to SendGrid, Mr. Spruill was CFO of DigitalGlobe (NYSE: DGI), where he grew the company’s revenue over 10x and led its IPO in 2009. Prior to his 20 years in technology operating roles, Mr. Spruill was an investment banker and began his career as a technology and consumer products engineer.
Mr. Spruill previously sat on the boards of several publicly traded companies, including Allscripts Healthcare Solutions, Ping Identity (formerly NYSE: PING), Rally Software and Zayo Group.
Education
B.S. in Electrical Engineering, Georgia Institute of Technology
M.B.A., The Tuck School of Business at Dartmouth
Christine Hirt
Vice President, Operations
Capital & Partner Solutions
Austin
Name Christine Hirt
Title Vice President, Operations
Division Capital & Partner Solutions
Location Austin
Christine Hirt joined Vista Equity Partners in 2018 and served as Manager of Marketing Operations before joining the Capital & Partner Solutions team in 2023. In her current role, Ms. Hirt works across Vista’s capital formation team to advance business operations.
Prior to joining Vista, Ms. Hirt was a Manager at United Airlines, where she worked in marketing project management. Before United, Ms. Hirt served in IT project management office roles at Blue Cross Blue Shield and General Motors.
Education
B.S. in Business, Indiana University
Lewis McAlister
Vice President, Operations
Capital & Partner Solutions
Austin
Name Lewis McAlister
Title Vice President, Operations
Division Capital & Partner Solutions
Location Austin
Lewis McAlister joined Vista Equity Partners in 2016 and served as Senior Manager of Research before joining the Capital & Partners Solutions team in 2023. In his current role, Mr. McAlister manages the Associate program and is responsible for the enablement of capital formation efforts through data, analytics and operational excellence.
Prior to joining Vista, Mr. McAlister was an Engagement Manager at Gerson Lehrman Group, where he supported primary research for private equity and venture capital clients. Before GLG, Mr. McAlister interned at Carrigan Farms.
Education
B.S. in Economics and Philosophy, Davidson College
John Stalder
Managing Director
Private Equity, Flagship
San Francisco
Name John Stalder
Title Managing Director
Division Private Equity, Flagship
Location San Francisco
John Stalder joined Vista Equity Partners in 2011 and sits on the Vista Flagship Funds’ Investment Committee. Mr. Stalder currently sits on the boards of Cloud Software Group, Gainsight, Greenway Health, Infoblox, Pipedrive and Salesloft. He was also actively involved with the firm’s investments in Accruent, Apptio, Aptean, Datto (formerly NYSE: MSP), Marketo, MRI Software and Sunquest Information Systems.
Prior to joining Vista, Mr. Stalder worked at Pagemill Partners, where he advised clients in a variety of verticals including software, IT services and internet, among others. These projects included buy-side and sell-side transactions, equity financings and other strategic advisory initiatives.
Education
B.S. in Business Administration, Concentration in Finance, University of Colorado, with high distinction
Tom McCabe
Vice President
Capital & Partner Solutions
New York
Name Tom McCabe
Title Vice President
Division Capital & Partner Solutions
Location New York
Tom McCabe joined Vista Equity Partners in 2021 and is a Vice President. Mr. McCabe contributes to the project management of Vista’s capital campaigns across investment strategies.
Prior to joining Vista, Mr. McCabe was an Associate on the Investor Relations and Business Development team at CVC in London and New York, where he worked on capital raising, investor relations and strategy. Prior to CVC, Mr. McCabe was an Analyst on the Equities Electronic Trading team at Credit Suisse in London.
Education
B.A. in History, University of Warwick
M.Sc. in Management, Warwick Business School
Dirk Wakeham
Managing Director
Private Equity, Foundation
Name Dirk Wakeham
Title Managing Director
Division Private Equity, Foundation
Location
Dirk Wakeham joined Vista Equity Partners in 2021 and is currently a member of the private equity Foundation team. He currently sits on the boards of Critical Start and StarRez.
Prior to joining Vista, Mr. Wakeham held several leadership roles within the Vista portfolio, most recently as CEO of Zego (Powered by PayLease). Before Zego, Mr. Wakeham was President and COO of Kibo. Prior to that, he served as President and COO of Lanyon (now merged with Cvent). Mr. Wakeham previously led software companies, including roles as Interim CEO of storEDGE and President of RealPage, after it acquired the company Mr. Wakeham founded, LeasingDesk.
Education
B.S. in Business Administration and Accounting, California State University, Fullerton
Steven White
Managing Director
Private Equity, Flagship
Austin
Name Steven White
Title Managing Director
Division Private Equity, Flagship
Location Austin
Steven White joined Vista Equity Partners in 2014 and sits on the Vista Flagship Funds’ Investment Committee. Mr. White currently sits on the boards of Allvue Systems, Cloud Software Group, Finastra and Infoblox. He was also actively involved with the firm’s investments in Aptean, EagleView, SecureLink and Vertafore. Mr. White was named one of GrowthCap’s Leaders of Growth Investing in 2022 and GrowthCap’s 40 Under 40 Growth Investors in 2021.
Prior to joining Vista, Mr. White worked in the Technology group at TPG Capital. While at TPG, Mr. White focused on growth and buyout investments of software and technology-enabled businesses. Prior to this, Mr. White worked at Moelis & Company where he advised clients on buy-side, sell-side and restructuring transactions in a variety of verticals including software, internet, gaming and media.
Education
B.A. in Business Economics, University of California, Los Angeles, cum laude
Heather Miller
Vice President
Capital & Partner Solutions
New York
Name Heather Miller
Title Vice President
Division Capital & Partner Solutions
Location New York
Heather Miller joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Miller was a Vice President at Goldman Sachs, where she helped drive cross-divisional efforts from Consumer and Wealth Management with corporate, strategic and pre-liquidity clients. Before her time in Consumer Wealth Management, she was a Vice President in Global Markets at Goldman Sachs, where she focused on the structuring and execution of esoteric transactions for financial sponsors, asset managers and hedge funds.
Education
B.A. in Political Science, International Relations, University of Pennsylvania
Jeff Wilson
Managing Director
Private Equity, Flagship
San Francisco
Name Jeff Wilson
Title Managing Director
Division Private Equity, Flagship
Location San Francisco
Jeff Wilson joined Vista Equity Partners in 2015 and sits on the Vista Flagship Funds’ Investment Committee. Mr. Wilson currently sits on the boards of Alegeus, Allvue Systems, Applause, Duck Creek Technologies, InvoiceCloud, PlanSource, SimplePractice, SmartBear and Xactly. He was also actively involved with the firm’s investment in Vertafore.
Prior to joining Vista, Mr. Wilson was a Principal at TPG Capital and helped lead their software and financial technology investing. He spent over 11 years at TPG Capital, where he led over $4.7 billion in equity investments, including investments in software platforms Vertafore, GlobeOp, Eze Software Group, Advent Software, Box and GreenSky. Before TPG Capital, Mr. Wilson was an investment banker at Morgan Stanley in their Technology Group and Financial Sponsors Group.
Education
B.A. in Business Administration, University of Washington, cum laude
Daniel Hornback
Senior Vice President, Finance Technology
Finance
Name Daniel Hornback
Title Senior Vice President, Finance Technology
Division Finance
Location
Daniel Hornback joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Hornback was a Managing Director at TPG, where he led platform architecture and innovation efforts in the financial services sector. Before TPG, Mr. Hornback was a General Ledger and Consolidations Manager at Dean Foods. Prior to Dean Foods, Mr. Hornback was a General Ledger Manager at Pier 1 Imports.
Education
B.B.A. in Accounting, The University of Texas at Arlington
Linda Ly
Senior Vice President
Finance
San Francisco
Name Linda Ly
Title Senior Vice President
Division Finance
Location San Francisco
Linda Ly joined Vista Equity Partners in 2016. Ms. Ly is responsible for managing the accounting and finance operations and financial reporting related to Vista Equity Partners and the Value Creation Team.
Prior to joining Vista, Ms. Ly worked at Franklin Templeton Investments as a Manager of Financial Reporting, where she focused on SEC and global reporting. Before her time with Franklin Templeton Investments, Ms. Ly worked at BRE Properties Inc. as a Manager of Financial Reporting. She started her career at KPMG in the company’s Audit Practice. Ms. Ly is also a licensed CPA (inactive).
Education
B.A. in Business Economics with a minor in Accounting and Asian American Studies, UCLA
Chris Murphy
Senior Vice President, Legal, Portfolio Management
Legal & Compliance
Austin
Name Chris Murphy
Title Senior Vice President, Legal, Portfolio Management
Division Legal & Compliance
Location Austin
Chris Murphy joined Vista in 2020 and is a Vice President of Legal and Portfolio Management.
Prior to joining Vista, Mr. Murphy served as General Counsel at Vista portfolio company Bonterra (formerly Social Solutions), where he was responsible for all legal, compliance and contract functions globally. Before his time with Bonterra, Mr. Murphy led the global legal and compliance teams at E2open. Prior to E2open, Mr. Murphy worked at Volusion as Assistant General Counsel and as an attorney at Dell. Mr. Murphy is a member of the State Bar of Texas.
Education
B.A. in Business Administration, The University of Texas
M.B.A. in International Business, Babson College, magna cum laude
J.D., The University of Texas School of Law, with honors
Matthew Pereira
Vice President
Capital & Partner Solutions
New York
Name Matthew Pereira
Title Vice President
Division Capital & Partner Solutions
Location New York
Matthew Pereira joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Pereira was a Director at Carlyle. Before Carlyle, Mr. Pereira was an Adviser Consultant at Lord, Abbett & Co. Prior to Lord Abbett, Mr. Pereira worked in wealth management at Morgan Stanley.
Education
B.S. in Finance, Monmouth University
Victoria Piscopo
Vice President
Private Wealth
New York
Name Victoria Piscopo
Title Vice President
Division Private Wealth
Location New York
Victoria Piscopo joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Piscopo worked at BlackRock, most recently as a Vice President on the U.S. and Canada Institutional team within the firm’s Client Business. In this role, she was responsible for developing and maintaining relationships with institutional investors, including family offices, high-net-worth individuals, foundations and endowments. Before BlackRock, Ms. Piscopo was a Logistics Coordinator at GM Data Communications.
Education
B.S. in Economics, The Johns Hopkins University
Nani Rahman
Vice President
Capital & Partner Solutions
Name Nani Rahman
Title Vice President
Division Capital & Partner Solutions
Location
Nani Rahman joined Vista Equity Partners in 2023. Ms. Rahman focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout Southeast Asia.
Prior to joining Vista, Ms. Rahman spent 10 years at Goldman Sachs, most recently as an Executive Director, where she developed and engaged their investor base in Southeast Asia. Before Goldman Sachs, Ms. Rahman was a Vice President at HSBC, where she focused on origination practices in global markets. Prior to HSBC, Ms. Rahman was an Associate at Khazanah Nasional, a leading Malaysian institutional investor.
Education
LL.B. in Laws, International Islamic University Malaysia
LL.M., Harvard Law School
Shannon Bracken
Senior Vice President
Private Equity, Flagship
San Francisco
Name Shannon Bracken
Title Senior Vice President
Division Private Equity, Flagship
Location San Francisco
Shannon Bracken joined Vista Equity Partners in 2015 and is a member of the private equity Flagship team. Ms. Bracken currently sits on the boards of Mindbody, Quickbase and Salesloft. She was also actively involved with the firm’s investments in Drift, Eagleview, Finastra, Marketo, Pluralsight and Vivid Seats (NASDAQ: SEAT). Ms. Bracken was named one of Buyouts’ 10 Standout Women in Private Equity in 2021.
Prior to joining Vista, Ms. Bracken worked at Perella Weinberg Partners in the Restructuring and General Mergers and Acquisitions group. While at Perella Weinberg, Ms. Bracken worked in verticals including gaming, retail, financial services and energy, among others. These projects included debtor and creditor side restructurings, mergers, acquisitions and other strategic advisory initiatives. Before her time with Perella Weinberg, Ms. Bracken worked at CIBC World Markets in capital markets. Prior to CIBC World Markets, Ms. Bracken worked at RBC Capital Markets.
Education
B.A. in Government, Dartmouth College
Jack Dillon
Senior Vice President
Private Equity, Flagship
Chicago
Name Jack Dillon
Title Senior Vice President
Division Private Equity, Flagship
Location Chicago
Jack Dillon joined Vista Equity Partners in 2010 and is a member of the private equity Flagship team. Mr. Dillon currently sits on the boards of Acquia, CentralSquare, NAVEX and SimplePractice. He was also actively involved with the firm’s investments in Apptio, Bullhorn, Datto (formerly NYSE: MSP), Duck Creek Technologies, InvoiceCloud, Omnitracs, Solera and Zywave.
Education
B.B.A. in Finance, University of Notre Dame
Kylie Richards
Vice President
Capital & Partner Solutions
Name Kylie Richards
Title Vice President
Division Capital & Partner Solutions
Location
Kylie Richards joined Vista Equity Partners in 2022. Ms. Richards focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Middle East and Latin America.
Prior to joining Vista, Ms. Richards worked as a Senior Associate at Sun Capital Partners. Before Sun Capital, she was a Senior Associate at Riverstone Holdings, where she focused on investor relations and fundraising. Prior to that, Ms. Richards was an Associate on the investment team at Madison Dearborn Partners. Ms. Richards began her career as an Investment Banking Analyst in the Healthcare group at J.P. Morgan.
Education
B.A. in Economics, Northwestern University
Alexandra Tuhrim
Vice President, Operations
Capital & Partner Solutions
New York
Name Alexandra Tuhrim
Title Vice President, Operations
Division Capital & Partner Solutions
Location New York
Alexandra Tuhrim joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Tuhrim worked as Deputy Chief of Staff in the Office of the Co-Presidents at Apollo Global Management. Before her time at Apollo, Ms. Tuhrim worked at Goldman Sachs, where she served in several different roles, most recently as an Investment Banking Associate.
Education
B.A. in Business, Entrepreneurship and Organizations, Brown University
Juliet Zawedde
Vice President
Private Wealth
New York
Name Juliet Zawedde
Title Vice President
Division Private Wealth
Location New York
Juliet Zawedde joined Vista Equity Partners in 2021 and is responsible for Vista’s Capital & Partner Solutions Private Wealth engagement and client development efforts.
Prior to joining Vista, Ms. Zawedde was a Principal and Growth Equity Product Specialist at KKR, where she led capital-raising efforts across the firm’s growth equity and global impact strategies. Before KKR, Ms. Zawedde was an Assistant Vice President in the Hedge Fund Origination Sales Group at Barclays, where she focused on acquiring and increasing market share with the firm’s hedge fund clients.
Outside of her work at Vista, Ms. Zawedde serves as Co-Chair of the Junior Leadership Board of Sponsors for Educational Opportunity.
Education
B.A. in Economics, Boston College
M.B.A, The Wharton School, University of Pennsylvania
Lucy Neugart
Senior Vice President
Marketing
Austin
Name Lucy Neugart
Title Senior Vice President
Division Marketing
Location Austin
Lucy Neugart joined Vista Equity Partners in 2019 and leads the firm’s marketing communications, events and marketing technology functions.
Prior to joining Vista, Ms. Neugart worked as an independent consultant, advising companies in technology and other sectors on public relations and marketing initiatives. Before her role as an independent consultant, Ms. Neugart was a Principal at Sard Verbinnen & Co., where she provided strategic communications counsel to senior management at a range of organizations, from large public companies to small technology startups and private equity firms.
Education
L.L.B. in Law with American Law, University of Nottingham and The University of Texas at Austin
Alexandra Fen
Director
Credit
New York
Name Alexandra Fen
Title Director
Division Credit
Location New York
Alexandra Fen joined Vista Credit Partners in 2021.
Prior to joining Vista, Ms. Fen was a Director and Product Specialist on the Opportunistic Credit team at Apollo Global Management, where she was responsible for product development, fundraising and investor relations management. Before her time with Apollo, Ms. Fen was an Investment Banking Analyst at J.P. Morgan, where she worked in the Leveraged Finance group.
Education
B.A. in Mathematics, Finance and French, Washington University in St. Louis
Colin Rakita
Senior Vice President, Tax and General Partner Programs
Finance
San Francisco
Name Colin Rakita
Title Senior Vice President, Tax and General Partner Programs
Division Finance
Location San Francisco
Colin Rakita joined Vista Equity Partners in 2017. Mr. Rakita is responsible for the structuring of transactions across all of the Vista product lines. He is also responsible for tax compliance for the Vista funds, including global information reporting.
Prior to joining Vista, Mr. Rakita worked in the New York and San Francisco asset management practices at PricewaterhouseCoopers (PwC). While at PwC, Mr. Rakita worked with private equity, hedge fund, regulated investment companies and business development corporations on tax consulting and compliance projects.
Education
B.S. in Business Administration, The Ohio State University
Ashish Shah
Managing Director
Public Equity
San Francisco
Name Ashish Shah
Title Managing Director
Division Public Equity
Location San Francisco
Ashish Shah joined Vista Public Strategies in 2014.
Prior to joining Vista, Mr. Shah was the Co-Founder and Portfolio Manager at First Oak Capital Management, a TMT-focused long/short equity hedge fund. Previously, Mr. Shah was a Principal and Portfolio Manager at Seasons Capital Management, a TMT-focused long/short equity hedge fund. Prior to that, Mr. Shah served as an Analyst at Andor Capital Management and Pequot Capital Management, both diversified global hedge funds. Mr. Shah also previously worked as an Analyst in the Technology Investment Banking group at Credit Suisse First Boston.
Education
B.S. in Economics, The Wharton School, University of Pennsylvania
Jack Holby
Director
Credit
New York
Name Jack Holby
Title Director
Division Credit
Location New York
Jack Holby joined Vista Credit Partners in 2021. Mr. Holby is responsible for the origination and evaluation of private and public investments across Vista’s credit platform.
Prior to joining Vista, Mr. Holby was a Senior Associate at The Carlyle Group, where he worked within Carlyle Illiquid Credit focused on software and technology.
Education
B.S. Mathematics, St. Lawrence University
Stephen Foster
Senior Vice President
Private Equity, Foundation
Austin
Name Stephen Foster
Title Senior Vice President
Division Private Equity, Foundation
Location Austin
Stephen Foster joined Vista Equity Partners in 2014 and is a member of the private equity Foundation team. Mr. Foster currently sits on the boards of Critical Start, ESO Solutions, LogicMonitor, Nasuni and Naviga and works with the firm’s investment in Menlo Security. He was also actively involved with the firm’s investments in AGDATA, Aptean, EAB, Mediaocean, Solera and Vertafore.
Prior to joining Vista, Mr. Foster worked at Parthenon Capital Partners, where he focused on executing buyout transactions and working with portfolio companies. Before Parthenon, Mr. Foster worked at Greenhill & Co., where he advised clients across multiple industries on mergers and acquisitions.
Education
B.S. in Management Science and Engineering, Stanford University
Katherine Bessey
Senior Associate
Capital & Partner Solutions
Austin
Name Katherine Bessey
Title Senior Associate
Division Capital & Partner Solutions
Location Austin
Katherine Bessey joined Vista Equity Partners in 2021. Ms. Bessey works with Vista’s investor base on co-investment and direct investment opportunities across investment strategies.
Prior to joining Vista, Ms. Bessey was an Analyst at Sixpoint Partners, where she was responsible for project management of the firm’s private equity mandates. Before Sixpoint, Ms. Bessey was an Investment Banking Analyst at Barclays for the technology, media and telecom sectors on the Debt Capital Markets team.
Education
B.A. in Economics, Cornell University
Daniel Ryan
Director, Head of Credit Operations
Credit
New York
Name Daniel Ryan
Title Director, Head of Credit Operations
Division Credit
Location New York
Daniel Ryan joined Vista Credit Partners in 2023.
Prior to joining Vista, Mr. Ryan was a Principal and Head of Private Credit Operations at Carlyle within the Global Credit platform. Before Carlyle, Mr. Ryan was Director of Finance for Serengeti Asset Management, an investment firm focused on niche and illiquid private investments. He began his career at Bank of America Merrill Lynch as a Product Controller supporting the global credit and equity derivatives trading desks. Mr. Ryan is a CFA Charterholder.
Education
B.A. in Political Science and Government, The University of North Carolina at Chapel Hill
M.A.C., The University of North Carolina at Chapel Hill
Rodrigo Serna
Director
Credit
New York
Name Rodrigo Serna
Title Director
Division Credit
Location New York
Rodrigo Serna joined Vista Credit Partners in 2023.
Prior to joining Vista, Mr. Serna was most recently a Principal at Oak Hill Advisors, where he underwrote and maintained private credit and equity investment opportunities in infrastructure, real assets and real estate. Before Oak Hill, Mr. Serna was a Senior Associate at Citadel, where he worked in technology public equities focusing on software.
Education
B.S. in Electrical Engineering, University of Illinois at Urbana-Champaign
Frederick Elliot
Senior Associate
Capital & Partner Solutions
Name Frederick Elliot
Title Senior Associate
Division Capital & Partner Solutions
Location
Frederick Elliot joined Vista Equity Partners in 2023. Mr. Elliot focuses on Vista’s Capital & Partner Solutions engagement and client development efforts throughout the Middle East and Latin America.
Prior to joining Vista, Mr. Elliot worked as a Consultant at Broadhaven Capital Partners. Before Broadhaven Capital Partners, he was an Investment Associate at A-Rod Corp, where he focused on venture, sports and real estate investing.
Education
B.A. in Financial Economics, Columbia University
Fiona Rees
Senior Vice President, Head of Fund Operations, Private Equity
Finance
San Francisco
Name Fiona Rees
Title Senior Vice President, Head of Fund Operations, Private Equity
Division Finance
Location San Francisco
Fiona Rees joined Vista Equity Partners in 2015. Ms. Rees manages fund operations for Vista’s private equity funds.
Prior to joining Vista, Ms. Rees worked at VMG Partners as the Controller and was responsible for the financial operations and reporting for the investment funds. Prior to joining VMG Partners, Ms. Rees worked at Deloitte & Touche as a Senior Tax Consultant specializing in financial services. Ms. Rees is also a licensed CPA (inactive).
Education
B.A. in Economics and Communications, The University of California, Davis
Jason Reimer
Senior Vice President, Head of Core Engineering
Information & Technology
Austin
Name Jason Reimer
Title Senior Vice President, Head of Core Engineering
Division Information & Technology
Location Austin
Jason Reimer joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Reimer was an Engineering Leader at FM Global. Before FM Global, Mr. Reimer was Senior Vice President and Head of Product Engineering at Vindex. Prior to Vindex, he served as CEO of Kastis Group.
Charles Guan
Senior Vice President
Private Equity, Flagship
San Francisco
Name Charles Guan
Title Senior Vice President
Division Private Equity, Flagship
Location San Francisco
Charles Guan joined Vista Equity Partners in 2009. Mr. Guan is a Senior Vice President in the Flagship Fund. He is responsible for leading strategy and operations in the areas of sourcing, investment and diligence processes, portfolio management, monetizations and Flagship team development.
Mr. Guan currently serves on the boards of Jamf (NASDAQ: JAMF), Stats Perform and TripleLift. He was also actively involved with the firm’s investments in Aderant, Lanyon, Mediaocean, MRI Software, P2 Energy Solutions, SumTotal Systems and TransFirst.
Education
B.S. in Biomechanical Engineering, Stanford University
Matthew Liang
Senior Associate
Capital & Partner Solutions
New York
Name Matthew Liang
Title Senior Associate
Division Capital & Partner Solutions
Location New York
Matthew Liang joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Liang was an Investment Banking Associate at J.P. Morgan, where he was responsible for public equity transactions in the technology, media and telecom sectors.
Education
B.S. in Finance, The College of New Jersey
Henry Low
Senior Associate
Capital & Partner Solutions
New York
Name Henry Low
Title Senior Associate
Division Capital & Partner Solutions
Location New York
Henry Low joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Low was a Senior Associate at Evercore in the Hong Kong Generalist M&A Advisory group, where he focused on the origination and execution of M&A, capital raising and capital markets transactions and was responsible for leading the coverage of key financial sponsors and corporate clients in the region. Before Evercore, Mr. Low was an Assistant Manager at Maybank Investment Bank, where he worked on the Mergers & Acquisitions team.
Education
B.Bus. in Accounting, Banking and Finance, Monash University
Thomas Prominski
Senior Associate
Capital & Partner Solutions
San Francisco
Name Thomas Prominski
Title Senior Associate
Division Capital & Partner Solutions
Location San Francisco
Thomas Prominski joined Vista Equity Partners in 2023 and is responsible for product marketing efforts across Vista’s capital raising campaigns.
Prior to joining Vista, Mr. Prominski was a Vice President at Goldman Sachs, where he worked in the Alternatives Capital Markets & Strategy group leading client strategy and capital raising for the firm’s alternative investments platform. Before Goldman Sachs, Mr. Prominski was a Business Analyst at Casey Quirk, a business of Deloitte, where he advised traditional and alternative asset management firms.
Education
B.A. in Political Science, University of Virginia
Aaron Gupta
Senior Vice President
Private Equity, Foundation
Austin
Name Aaron Gupta
Title Senior Vice President
Division Private Equity, Foundation
Location Austin
Aaron Gupta joined Vista Equity Partners in 2014 and is a member of the private equity Foundation team. Mr. Gupta currently serves on the boards of ARCOS, FLASH and Poppulo. He was also actively involved with the firm’s investments in Allocate, Bullhorn, Lone Wolf, Main Street Hub, PowerSchool (formerly NYSE: PSWC), Regulatory DataCorp (RDC), Tomia and Upserve. From 2019 to 2020, Mr. Gupta worked directly for the management team at LogicMonitor as Director of Value Engineering, where he helped build out the company’s sales enablement and value-selling capabilities.
Mr. Gupta was named one of GrowthCap’s Top 40 Under 40 Growth Investors in 2023.
Before joining Vista, Mr. Gupta was a middle market private equity investor at Irving Place Capital and an M&A banker at Greenhill & Co., where he advised clients on mergers and acquisitions across a variety of industries.
Education
B.A. in Finance and Economics, Stern School of Business, New York University, magna cum laude
M.B.A., The Wharton School, University of Pennsylvania
Olga Kaplan
Senior Vice President
Private Equity, Endeavor
San Francisco
Name Olga Kaplan
Title Senior Vice President
Division Private Equity, Endeavor
Location San Francisco
Olga Kaplan joined Vista Equity Partners in 2021 and is a member of the private equity Endeavor team. Ms. Kaplan currently sits on the boards of Fusion Risk Management, Jebbit and Mabl.
Prior to Vista, Ms. Kaplan spent 11 years at the Goldman Sachs Group, where she was a Vice President on the GS Growth team, focused on leading equity investments into high-growth software and internet companies. Additionally, she served as lead investor for Launch with GS, Goldman’s initiative to invest in companies and investment managers with diverse leadership. Ms. Kaplan started her career at Goldman Sachs in the firm’s investment banking division.
Education
B.A. in Economics and Mathematics, Washington University in St. Louis, summa cum laude
M.S. in Finance, Washington University in St. Louis
Gursimarjit “Simi” Singh
Senior Vice President, Head of Compliance & Senior Counsel for Private and Public Equity
Legal & Compliance
San Francisco
Name Gursimarjit “Simi” Singh
Title Senior Vice President, Head of Compliance & Senior Counsel for Private and Public Equity
Division Legal & Compliance
Location San Francisco
Simi Singh joined Vista Equity Partners in 2019 and is responsible for fund, compliance and regulatory matters for Vista’s private and public equity strategies.
Prior to joining Vista, Mr. Singh was a Director and Counsel at Affiliated Managers Group (AMG), where he advised AMG’s affiliated investment management firms and global distribution platform on legal and regulatory matters. Before AMG, Mr. Singh was a Senior Compliance Associate at HedgeOp Compliance, where he focused on regulatory compliance for private fund advisers. Prior to HedgeOp Compliance, Mr. Singh was an Associate at Proskauer Rose LLP, where he worked in the Private Investment Funds group. Mr. Singh is a member of the State Bars of Massachusetts and New York and is a registered in-house counsel with the State Bar of California.
Education
B.S. in Finance and History, Rutgers University
J.D., Boston University School of Law
Josh Stabiner
Senior Vice President, Chief Information Security Officer
Information & Technology
New York
Name Josh Stabiner
Title Senior Vice President, Chief Information Security Officer
Division Information & Technology
Location New York
Josh Stabiner joined Vista Equity Partners in 2024 and serves as Chief Information Security Officer, leading the firm’s cybersecurity efforts.
Prior to joining Vista, Mr. Stabiner was Chief Information Security Officer at General Atlantic, where he established and evolved a leading cybersecurity function for the growth equity investor. Before General Atlantic, he was Chief Information Security Officer at the multi-asset class hedge fund Pine River Capital Management and its subsidiary REITs Two Harbors Investments and Granite Pointe Mortgage Trust. Prior to his CISO roles, Mr. Stabiner spent ten years at Ernst & Young, where he led cyber threat management advisory services for financial sector clients focused on threat intelligence, vulnerability identification and remediation, security monitoring and analytics, incident management and security engineering.
Education
B.A., Computer Science, Dartmouth College
M.S., Computer Science, Dartmouth College
Nancy Whalen
Senior Vice President
Human Resources
Austin
Name Nancy Whalen
Title Senior Vice President
Division Human Resources
Location Austin
Nancy Whalen joined Vista Equity Partners in 2017. Ms. Whalen is responsible for all aspects of human capital management for employees of Vista Credit Partners and the Value Creation Team, including setting talent strategy, recruiting, employee engagement and performance management.
Prior to joining Vista, Ms. Whalen was a Vice President at Goldman Sachs, serving as lead Human Resource Business Partner for Enterprise Operations. Before her time with Goldman Sachs, Ms. Whalen served as a senior member of the people analytics team at McKinsey & Company, led recruiting communications at AIG and held Human Resources research and consulting roles at CEB (now Gartner).
Education
B.S. in Industrial and Labor Relations, Cornell University
M.B.A., Stephen M. Ross School of Business, University of Michigan
Khalida Ali
Vice President
Diversity & Inclusion
Austin
Name Khalida Ali
Title Vice President
Division Diversity & Inclusion
Location Austin
Khalida Ali joined Vista Equity Partners in 2019. Ms. Ali is responsible for developing and delivering the diversity and inclusion strategy and initiatives for Vista Equity Partners. Ms. Ali was named to PEI’s Future 40 Leaders in 2022 and Mergers & Acquisitions’ Private Equity Leaders in Diversity, Equity and Inclusion in 2021.
Prior to joining Vista, Ms. Ali worked at Zendesk as Head of Diversity and Inclusion, where she was responsible for building inclusive and equitable business practices across 15 international offices. Before her time with Zendesk, Ms. Ali was Vice President and Chief of Staff for Bank of America’s Global Head of Campus Recruiting and Junior Talent Management, where she established operational, business management and budgetary procedures for a global team. Prior to Bank of America, Ms. Ali was a Manager of Diversity Analytics at NBCUniversal, where she focused on developing company-wide and business unit specific diversity and inclusion strategies by leveraging workforce analytics and industry trends. Ms. Ali began her career at Morgan Stanley.
In addition to her work at Vista, Ms. Ali sits on the boards of Friends of the Children Austin and The Urban Assembly.
Education
B.A. in Economics, Spelman College, magna cum laude
Derek Klomhaus
Senior Vice President
Private Equity, Foundation
Austin
Name Derek Klomhaus
Title Senior Vice President
Division Private Equity, Foundation
Location Austin
Derek Klomhaus joined Vista Equity Partners in 2015 and is a member of the private equity Foundation team. Mr. Klomhaus currently sits on the boards of Granicus, Power Factors and TigerConnect, and works with the firm’s investment in Tribute Technology. He was also actively involved with the firm’s investments in Greenway Health, Infoblox, Mindbody, PowerSchool (NYSE: PWSC), The ACTIVE Network, Wrike, Xactly and Zego (Powered by PayLease).
Prior to joining Vista, Mr. Klomhaus worked at Credit Suisse in the Healthcare Investment Banking group. While at Credit Suisse, Mr. Klomhaus advised clients in the biotechnology and pharmaceuticals sectors. These projects primarily included mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.
Education
B.S. in Business Administration, Haas School of Business, University of California, Berkeley
Ashley Butler
Vice President, Senior Fund Counsel
Legal & Compliance
San Francisco
Name Ashley Butler
Title Vice President, Senior Fund Counsel
Division Legal & Compliance
Location San Francisco
Ashley Butler joined Vista Equity Partners in 2020 and is responsible for fund and regulatory matters across all investment strategies.
Prior to joining Vista, Ms. Butler was an Associate at Ropes & Gray, where she focused on advising investment advisors on fund formation and structuring, fund operations and legal and regulatory issues for private equity and hedge funds. Before Ropes & Gray, Ms. Butler was an Investment Management Associate at Schulte Roth & Zabel, where she focused on the representation of investment advisors in connection with the structuring, formation and ongoing operational needs of various funds as well as regulatory and compliance matters. She is also a member of the New York and California bars.
Education
B.A. in Journalism and Political Science, University of North Carolina at Chapel Hill
J.D., Howard University School of Law
Brian Loring
Senior Vice President
Private Equity, Foundation
Austin
Name Brian Loring
Title Senior Vice President
Division Private Equity, Foundation
Location Austin
Brian Loring joined Vista Equity Partners in 2011 and is a member of the private equity Foundation team. Mr. Loring currently sits on the boards of AlertMedia, BetterCloud, Khoros, Kibo, Monetate and Sonatype and is an active board observer for Trintech. He was also actively involved in Vista’s investments in Lone Wolf, Mitratech, PeopleAdmin, SumTotal and Zego (Powered by PayLease).
Prior to joining Vista, Mr. Loring worked at Riverside Resources, a commercial real estate firm, where he focused on the development of multi-family, retail and office properties.
Mr. Loring is a member of the State Bar of Texas.
Education
B.A. in Political Science, Emory University
J.D., Emory University School of Law, with honors
M.B.A., McCombs School of Business, The University of Texas at Austin
Sam Payton
Senior Vice President
Private Equity, Flagship
Austin
Name Sam Payton
Title Senior Vice President
Division Private Equity, Flagship
Location Austin
Sam Payton joined Vista Equity Partners in 2015 and is a member of the private equity Flagship team. Mr. Payton currently sits on the boards of EAB, Xactly and Jaggaer and helps manage the firm’s minority interest in Jio. He was previously actively involved with Alegeus, Aspira, Cvent and PlanSource.
Before joining Vista, Mr. Payton worked at Odyssey Investment Partners, where he focused on middle-market buyout investments across a range of sectors. Prior to Odyssey, Mr. Payton worked at Bank of America Merrill Lynch as an Associate in the Financial Sponsors Group.
Education
B.A. in Economics, Duke University
M.B.A., The Fuqua School of Business, Duke University
Nick Prickel
Senior Vice President
Private Equity, Flagship
San Francisco
Name Nick Prickel
Title Senior Vice President
Division Private Equity, Flagship
Location San Francisco
Nick Prickel joined Vista Equity Partners in 2012 and is a member of the private equity Flagship team. Mr. Prickel currently works with the firm’s investments in Gainsight, Jamf (NASDAQ: JAMF), LucidChart, SmartBear and Solera. He sits on the boards of Avalara, Gainsight, Model N and SmartBear and was also actively involved with the firm’s investments in Aderant, OneAdvanced, Applause, Aptean, BigMachines, Bonterra, Granicus, iCIMS and KnowBe4 (NASDAQ: KNBE).
From 2015 to 2016, Mr. Prickel worked directly for the management team at Aptean as Director of Strategic Operations, where he led their sourcing and integration of seven add-on acquisitions. Mr. Prickel was named one of GrowthCap’s Leaders of Growth Investing in 2022 and GrowthCap’s 40 Under 40 Growth Investors in 2021.
Prior to joining Vista, Mr. Prickel worked at Rothschild in New York as an Investment Banking Analyst.
Education
B.S. in Biomedical Engineering and Economics, Washington University in St. Louis, summa cum laude
Nicolas Stahl
Senior Vice President
Private Equity, Flagship
Austin
Name Nicolas Stahl
Title Senior Vice President
Division Private Equity, Flagship
Location Austin
Nicolas Stahl joined Vista Equity Partners in 2012 and is a member of the private equity Flagship team. Mr. Stahl currently sits on the boards of Advanced and Cvent (NASDAQ: CVT) and works with the firm’s investment in PowerSchool (NYSE: PWSC). He was also actively involved with the firm’s investments in Active Network, MINDBODY, Numerator and SumTotal.
Prior to joining Vista, Mr. Stahl worked at Financial Technology Partners in San Francisco. While at Financial Technology Partners, Mr. Stahl advised clients on buy-side, sell-side and recapitalization transactions in a variety of verticals, including software, insurance, healthcare, capital markets and payments.
Education
B.S. in Finance, Daniels College of Business, University of Denver
M.S. in Finance, Daniels College of Business, University of Denver
Chartered Financial Analyst (CFA) Charterholder
Jessica Cash
Operating Senior Vice President
Private Equity, Endeavor
Name Jessica Cash
Title Operating Senior Vice President
Division Private Equity, Endeavor
Location
Jessica Cash joined Vista Equity Partners in 2017 and serves as Operating Senior Vice President on the private equity Endeavor team. Ms. Cash partners with management teams of emerging, high-growth businesses – working to accelerate market leadership, deliver unparalleled value to customers and unlock the potential of company employees. Before joining the Endeavor team, Jessica led Vista Consulting Group’s GTM practice. Ms. Cash currently sits on the boards of iN2L, Kazoo, OfficeSpace, RadarFirst, WorkTango and Zapproved.
Prior to Vista, Ms. Cash spent 14 years at CEB, now Gartner, as Head of Sales & Marketing Solutions New Product Development where she designed, launched and sold professional services products related to go-to-market. Ms. Cash also served as an advisor to CEB Ventures, a program designed to explore and invest in the bleeding edge of technology.
Ms. Cash also serves on the board of Generation Hope, focused on surrounding motivated teen parents and their children with mentors, emotional support and financial resources needed to thrive in college and kindergarten, thereby driving a two-generation solution to poverty. In 2019, she launched Vista’s Women in Sales program and is the executive sponsor for Vista Pride, Vista’s LGBTQIA+ Employee Resource Group.
Education
B.B.A., University of Michigan, Ross School of Business
Susie Choi
Vice President, Legal, M&A
Legal & Compliance
Name Susie Choi
Title Vice President, Legal, M&A
Division Legal & Compliance
Location
Susie Choi joined Vista Equity Partners in 2022 and is a Vice President of Legal, M&A.
Prior to joining Vista, Ms. Choi was a corporate associate at Gibson, Dunn & Crutcher, where her practice focused on mergers and acquisitions and other transactional matters. Before her time at Gibson Dunn, Ms. Choi worked for a number of years at Sullivan & Cromwell in New York. Ms. Choi is a member of the State Bars of New York and Texas.
Education
B.A. in Political Science, Stanford University
J.D., Stanford Law School
Christopher Johnson
Operating Senior Vice President
Permanent Capital
Austin
Name Christopher Johnson
Title Operating Senior Vice President
Division Permanent Capital
Location Austin
Christopher Johnson joined Vista Equity Partners in 2015 and is a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Previously, Mr. Johnson was a Managing Director for OneVista and was responsible for operationalizing and scaling strategy. Before OneVista, Mr. Johnson led the firm’s Value Creation practice and was Head of Operations for Vista Consulting Group.
Prior to joining Vista, Mr. Johnson was a Principal at BCG, where he led large, strategic transformation initiatives. Before his time at BCG, Mr. Johnson served in the U.S. Army and Operation Iraqi Freedom, where he earned distinction as an Airborne Ranger-qualified Infantry Officer. During Operation Iraqi Freedom, Mr. Johnson commanded an infantry platoon during a 13-month deployment and directed multiple high intensity operations.
Education
B.S. in Applied Mathematics, United States Military Academy at West Point
M.B.A., Kellogg School of Management, Northwestern University
Lily Perez
Operating Senior Vice President
Private Equity, Flagship
Name Lily Perez
Title Operating Senior Vice President
Division Private Equity, Flagship
Location
Lily Perez joined Vista Equity Partners in 2017 and is currently a member of the private equity Flagship team. Prior to her current role, Ms. Perez was Managing Director in the Go-To-Market practice for Vista Consulting Group.
Prior to joining Vista, Ms. Perez served in a variety of leadership roles at CEB (now Gartner). Most recently, she served as Director of Corporate Strategy & Development where her team built a complimentary software/data analytics business via M&A and executed CEB’s exit to Gartner. Before CEB, Ms. Perez spent five years at McKinsey & Company, where she was part of the small team that launched and scaled the Social Sector Office. She also served as an independent consultant to the Board of the Bill and Melinda Gates Foundation to design and launch the Giving Pledge.
Ms. Perez is also the Co-Founder and Board Co-Chair of Generation Enterprise, a social mobility business accelerator operating in Nigeria.
Education
B.A. in Political Economy and Philosophy, Tulane University
M.A., International Commerce and Policy, George Mason University
Andrew Alea
Vice President
Private Equity, Flagship
Chicago
Name Andrew Alea
Title Vice President
Division Private Equity, Flagship
Location Chicago
Andrew Alea joined Vista Equity Partners in 2013 and is a member of the private equity Flagship team. Mr. Alea currently works with the firm’s investments in Apptio, Bonterra, CentralSquare, Cloud Software Group, Jio, Tribute Technology and Olive.AI. He was also actively involved with the firm’s investments in Fusion Risk Management, TransFirst, Vertafore and Zego (Powered by PayLease).
Prior to joining Vista, Mr. Alea worked as an intern at Grosvenor Capital Management. Before his time with Grosvenor, Mr. Alea worked as an intern at the U.S. House of Representatives.
Education
B.B.A. in Finance and Political Science, University of Notre Dame
Harrison Rogers
Senior Associate, Operations
Capital & Partner Solutions
Name Harrison Rogers
Title Senior Associate, Operations
Division Capital & Partner Solutions
Location
Prior to joining Vista, Mr. Rogers was a Senior Information Technology Business Analyst at Georgia-Pacific, where he led custom application and ERP system development and implementation efforts. Before Georgia-Pacific, Mr. Rogers was a Business Analyst at Castellini Company.
Education
B.A. in Philosophy and Economics, Denison University
M.B.A., University of Cincinnati Carl H. Linder College of Business
Eric Anderson
Vice President
Private Equity, Endeavor
New York
Name Eric Anderson
Title Vice President
Division Private Equity, Endeavor
Location New York
Eric Anderson rejoined Vista Equity Partners in 2022 and is a member of the private equity Endeavor team. In his previous tenure at Vista, Mr. Anderson was actively involved with the firm’s investments in Bullhorn, Khoros, Kibo, LogicMonitor, Ping Identity (formerly NYSE: PING) and Tomia.
Prior to joining Vista, Mr. Anderson was a Vice President on the Growth Equity team at Blackstone, focused on investments in high-growth software companies. Prior to Blackstone, he worked at KKR as part of the of the KKR Growth team, investing in software and internet businesses. Before his time at KKR, Mr. Anderson was a Private Equity Associate at Vista, where he worked across the firm’s Flagship, Foundation and Endeavor teams.
Education
B.S. in Management Science & Engineering, Stanford University
M.A., Public Policy, Stanford University
Allyson Estey
Vice President
Private Equity, Flagship
San Francisco
Name Allyson Estey
Title Vice President
Division Private Equity, Flagship
Location San Francisco
Allyson Estey joined Vista Equity Partners in 2017 and is a member of the private equity Flagship team. Ms. Estey currently works with the firm’s investments in Infoblox, Pipedrive, Quickbase and Xactly. She was also actively involved with the firm’s investments in COMPLY and DealerSocket.
Prior to joining Vista, Ms. Estey worked at Goldman Sachs in the Technology, Media and Telecommunications group, where she worked on mergers, acquisitions advisory, raising debt for acquisitions, dividend recapitalizations and other activities across the software, cable and telecommunications verticals.
Education
B.A. in Business Administration, Richard Ivey School of Business, University of Western Ontario, with honors
Alan Glass
Vice President
Private Equity, Flagship
Austin
Name Alan Glass
Title Vice President
Division Private Equity, Flagship
Location Austin
Alan Glass joined Vista Equity Partners in 2018 and is a member of the private equity Flagship team. Mr. Glass currently works with the firm’s investments in Alegeus, Cloud Software Group and KnowBe4 (formerly NASDAQ: KNBE). He was also actively involved with the firm’s investments in Acquia, AlertMedia, COMPLY, SecureLink and Wrike.
Prior to joining Vista, Mr. Glass worked as an Associate at J.P. Morgan in the Mergers and Acquisitions Group. Before his time with J.P. Morgan, Mr. Glass worked as an Analyst covering hedge fund strategies at Sail Advisors Ltd.
Education
B.S. in Economics, Trinity College, with honors
M.B.A., Concentration Finance, Accounting, and Strategic Management, University of Chicago
Kyle Henderson
Vice President
Private Equity, Flagship
San Francisco
Name Kyle Henderson
Title Vice President
Division Private Equity, Flagship
Location San Francisco
Kyle Henderson joined Vista Equity Partners in 2016 and is a member of the private equity Flagship team. Mr. Henderson currently works with the firm’s investments in PlanSource and Salesloft. He was also actively involved with the firm’s investments in Apptio, Aptean, Allocate, Datto (formerly NYSE: MSP), EAB, ESO Solutions, Numerator and SecureLink.
Prior to joining Vista, Mr. Henderson worked at Accel Partners, a venture capital and growth equity firm based in Palo Alto, where he served on the investment team.
Education
B.A. in Mechanical Engineering Sciences, Harvard University, cum laude
Lara Sherman
Senior Associate
Private Wealth
New York
Name Lara Sherman
Title Senior Associate
Division Private Wealth
Location New York
Lara Sherman joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Sherman was Director and Head of Private Equity Business Development at Carta, an enterprise software company. Before Carta, Ms. Sherman was a Senior Associate at Summit Rock Advisors, where she was a member of the fund investment team and invested in private equity and venture capital managers. Prior to Summit Rock, Ms. Sherman was an Investment Banking Analyst at Lazard where she focused on restructuring.
Education
B.A. in Economics, Columbia University
Fei Lucas
Vice President
Private Equity, Foundation
San Francisco
Name Fei Lucas
Title Vice President
Division Private Equity, Foundation
Location San Francisco
Fei Lucas joined Vista Equity Partners in 2021 and is a member of the private equity Foundation team. Ms. Lucas currently works with the firm’s investments in ARCOS and Vena Solutions. She was also actively involved with the firm’s investments in ESO Solutions, Naviga and TigerConnect.
Prior to joining Vista, Ms. Lucas was a Vice President at The Riverside Company. While at Riverside, Ms. Lucas focused on middle-market buyouts of healthcare software companies. Before her time at Riverside, she worked at OMERS Private Equity where she focused on large-cap buyouts across a variety of industries. Prior to OMERS, Ms. Lucas worked at Citi, where she advised clients on mergers and acquisitions, equity and debt offerings and other strategic advisory initiatives.
Education
B.S. Economics, The Wharton School, University of Pennsylvania
M.B.A., Northwestern University, Kellogg School of Management
Ann Mathews-Pereira
Vice President
Private Equity, Foundation
Austin
Name Ann Mathews-Pereira
Title Vice President
Division Private Equity, Foundation
Location Austin
Ann Mathews-Pereira joined Vista Equity Partners in 2021 and is a member of the private equity Foundation team. Ms. Mathews-Pereira currently sits on the board of Khoros and works with the firm’s investments in AlertMedia, Assent Compliance and TRG Screen. She was also actively involved with the firm’s investment in AGDATA.
Prior to joining Vista, Ms. Mathews-Pereira worked in the Technology, Media and Telecommunications (TMT) group at Goldman Sachs. Before working in TMT, Ms. Mathews worked in the Equity Derivatives group at Goldman Sachs.
Education
B.A. in International Studies and Economics, Duke University
Ryan McMorrow
Vice President
Private Equity, Endeavor
San Francisco
Name Ryan McMorrow
Title Vice President
Division Private Equity, Endeavor
Location San Francisco
Ryan McMorrow joined Vista Equity Partners in 2021 and is a member of the private equity Endeavor team. Mr. McMorrow currently sits on the boards of BigTime, Gatekeeper, Gnosis Freight and Resilinc. He was also actively involved with the firm’s investment in Jebbit.
Prior to joining Vista, Mr. McMorrow was a Vice President at TVC Capital, where he focused on growth investments in software and technology-enabled businesses. Before his time at TVC Capital, he served as Chief of Staff to the CEO of Micro Focus (NYSE: MFGP), one of the world’s largest pure-play software companies. Prior to Micro Focus, Mr. McMorrow worked as an Investment Banking Associate at Goldman Sachs & Co. Mr. McMorrow began his career as a Naval Officer in the United States Navy.
Education
B.S. in Aeronautical Engineering, United States Naval Academy
M.B.A. in Finance and Entrepreneurial Management, The Wharton School, University of Pennsylvania
Nick Murley
Vice President
Private Equity, Flagship
Chicago
Name Nick Murley
Title Vice President
Division Private Equity, Flagship
Location Chicago
Nick Murley joined Vista Equity Partners in 2016 and is a member of the private equity Flagship team. Mr. Murley currently works with the firm’s investments in Cvent, Duck Creek Technologies and Gainsight. He was also actively involved with the firm’s investments in CentralSquare, Cloud Software Group, Datto (formerly NYSE: MSP), Drift, EagleView, Jamf (NASDAQ: JAMF), PowerSchool (NYSE: PWSC), Upserve and Zego (Powered by PayLease).
Prior to joining Vista, Mr. Murley worked as an investment intern at Insight Equity.
Education
B.S. in Finance, The Ohio State University, summa cum laude
Brooke Nakatsukasa
Vice President
Private Equity, Flagship
San Francisco
Name Brooke Nakatsukasa
Title Vice President
Division Private Equity, Flagship
Location San Francisco
Brooke Nakatsukasa joined Vista Equity Partners in 2016 and is a member of the private equity Flagship team. Ms. Nakatsukasa currently sits on the boards of iCIMS, Integral Ad Science (NASDAQ: IAS), InvoiceCloud and Securonix and works with the firm’s investment in Triplelift. She was also actively involved with the firm’s investments in Datto (formerly NYSE: MSP), Gainsight, Lucid, Numerator, Ping Identity (formerly NYSE: PING), Quickbase and Zapproved. Ms. Nakatsukasa was named one of WSJ Pro PE’s Women to Watch in 2022 and to Forbes’s 30 Under 30 Finance List in 2022.
Prior to joining Vista, Ms. Nakatsukasa worked at Deutsche Bank in the Financial Sponsors group, where she advised private equity clients on mergers, acquisitions and capital raises across a variety of sectors, including consumer, industrials and financial institutions.
Education
B.B.A. in Finance, The George Washington University, magna cum laude
Whitney Coakley
Vice President, Fund Finance
Finance
Name Whitney Coakley
Title Vice President, Fund Finance
Division Finance
Location
Whitney Coakley joined Vista Equity Partners in 2023 and is responsible for the financial reporting for all of Vista’s private equity funds.
Prior to joining Vista, Ms. Coakley spent 12 years at Warburg Pincus, where she was most recently a Director of Fund Accounting & Operations focused on limited partner reporting and accounting systems. Before Warburg Pincus, she was an Associate at PwC in the company’s Banking & Capital Markets Assurance practice in New York. Ms. Coakley is a licensed CPA in the state of New York.
Education
B.S. in Accounting, Lehigh University
M.S. in Accounting & Information Analysis, Lehigh University
Blair Ohman
Vice President
Private Equity, Flagship
Austin
Name Blair Ohman
Title Vice President
Division Private Equity, Flagship
Location Austin
Blair Ohman joined Vista Equity Partners in 2020 and is a member of the private equity Flagship team. Mr. Ohman currently works with the firm’s investments in Advanced, Allvue, Applause and EagleView. He was also actively involved with the firm’s investments in ARCOS, Cvent (NASDAQ: CVT) and Gainsight.
Prior to joining Vista, Mr. Ohman worked at Citadel Global Equities and Silver Lake Partners, where he focused on investing in technology and technology-enabled companies across the private and public markets. Prior to Silver Lake Partners, he worked at Greenhill & Co. where he advised clients on mergers, acquisitions and restructurings across a variety of industries including technology, consumer and energy.
Education
B.B.A. in Finance and Business Honors, The University of Texas at Austin
Franklin Reis
Vice President
Private Equity, Flagship
San Francisco
Name Franklin Reis
Title Vice President
Division Private Equity, Flagship
Location San Francisco
Franklin Reis joined Vista Equity Partners in 2017 and is a member of the private equity Flagship team. Mr. Reis currently works with the firm’s investments in Finastra, Mindbody and Pluralsight. He was also actively involved with the firm’s investments in AGDATA, Avalara and Forcepoint.
Prior to joining Vista, Mr. Reis worked at Guggenheim Partners in the Corporate Credit Group, where he originated, structured and executed middle-market private equity and leveraged finance transactions in the software and technology markets.
Education
B.A. in Economics, Bowdoin College
Vinay Shah
Vice President
Private Equity, Foundation
Austin
Name Vinay Shah
Title Vice President
Division Private Equity, Foundation
Location Austin
Vinay Shah joined Vista Equity Partners in 2016 and is currently a member of the private equity Foundation team. Mr. Shah currently sits on the board of TigerConnect and is actively involved in the firm’s investments in Bonterra and Sonatype. He was previously involved in the firm’s investments in Jamf (NASDAQ: JAMF), Solera and Upserve.
Prior to joining Vista, Mr. Shah worked at Barclays in the Power and Utilities investment banking group. While at Barclays, Mr. Shah advised clients across the utility and renewable energy sectors. These projects primarily included mergers, acquisitions, equity and debt offerings, and other strategic advisory initiatives.
Education
B.S. in Finance and Accounting, Stern School of Business, New York University, magna cum laude
Aditi Shroff
Vice President
Private Equity, Foundation
New York
Name Aditi Shroff
Title Vice President
Division Private Equity, Foundation
Location New York
Aditi Shroff joined Vista Equity Partners in 2018 and is a member of the private equity Foundation team. Ms. Shroff currently sits on the board of BetterCloud and works with the firm’s investments in Energy Exemplar and Power Factors. She was also actively involved with the firm’s investments in Applause, Jio, Mediaocean, Poppulo, SmartBear, TripleLift and Wrike.
Prior to joining Vista, Ms. Shroff worked as an Investment Banking Analyst and Associate at Oppenheimer & Co. in the Healthcare group. While at Oppenheimer, Ms. Shroff advised healthcare services companies on mergers, acquisitions, capital raises and other strategic initiatives.
Education
B.S. in Economics, University of Pennsylvania
Dan Sullivan
Vice President
Private Equity, Foundation
Austin
Name Dan Sullivan
Title Vice President
Division Private Equity, Foundation
Location Austin
Dan Sullivan joined Vista Equity Partners in 2014 and is a member of the private equity Foundation team. Mr. Sullivan currently sits on the boards of Khoros, StarRez and TRG Screen. He was also actively involved with the firm’s investments in Aptean, Lone Wolf, Poppulo and RDC.
Education
B.S.B.A. in Finance, Georgetown University
Amanda Wu
Senior Associate
Capital & Partner Solutions
New York
Name Amanda Wu
Title Senior Associate
Division Capital & Partner Solutions
Location New York
Amanda Wu joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Wu was an Associate Vice President at Blackstone, where she worked on capital raising and investor relations efforts. Prior to her role as Associate Vice President, she was an Associate on the Portfolio Operations team at Blackstone, where she focused on partnering with portfolio company C-suite executives on post-acquisition strategic initiatives. Before Blackstone, Ms. Wu was a Senior Associate at Ernst & Young, where she worked in transaction advisory services.
Education
B.S. in Accounting, University of Illinois Urbana-Champaign
M.S., Accounting, University of Illinois Urbana-Champaign
James Devereux
Vice President, Senior Fund Counsel
Legal & Compliance
San Francisco
Name James Devereux
Title Vice President, Senior Fund Counsel
Division Legal & Compliance
Location San Francisco
James Devereux joined Vista Equity Partners in 2021 and is responsible for fund and regulatory matters across all investment strategies.
Prior to joining Vista, Mr. Devereux was an Investment Funds Partner at Kirkland & Ellis, where he focused on structuring, marketing, negotiating and closing investment funds. Before his time as an Investment Funds Partner, Mr. Devereux was an Investment Funds Associate at Kirkland & Ellis. Mr. Devereux is a member of the State Bars of California, Massachusetts and New York.
Education
B.A. in History, Carleton College
M.B.A., Northeastern University D’Amore-McKim School of Business
J.D., Northeastern University School of Law
Shawn Tierney
Director
Credit
Name Shawn Tierney
Title Director
Division Credit
Location
Shawn Tierney joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Tierney was a Vice President at The Carlyle Group. During his 9 years at Carlyle, he worked in Portfolio Management with a focus on Liability Management across the firm’s Direct Lending platform. Before Carlyle, he was an Associate at PricewaterhouseCoopers, where worked as a CPA in the Asset Management practice.
Education
B.S. in Accounting, Binghamton University
Kevin Sofield
Managing Director, Head of Debt Capital Markets
Capital Markets
Austin
Name Kevin Sofield
Title Managing Director, Head of Debt Capital Markets
Division Capital Markets
Location Austin
Kevin Sofield joined Vista Equity Partners in 2013. Mr. Sofield is responsible for managing all portfolio company financing activities, from original buyout to recapitalization, and including acquisition and refinancing activities. Additionally, Mr. Sofield serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform.
Prior to joining Vista, Mr. Sofield spent over a decade in the Leveraged Finance group at Goldman, Sachs & Co., culminating in his role as Managing Director and Head of West Region Leveraged Finance. In this role, he advised corporate and sponsor clients on all manners of financing, including asset-based loans, traditional bank loans, institutional loans, high-yield bonds and hybrid structures. Mr. Sofield began his career as an Officer in the United States Navy.
In addition to his work at Vista, Mr. Sofield serves as a Board Member of the Special Operations Warrior Foundation of Tampa, Florida.
Education
B.S. in Aerospace Engineering, United States Naval Academy, with Distinction
M.B.A., Robert H. Smith School of Business, University of Maryland
Alexandra Chron
Associate, CAPS Coverage
Capital & Partner Solutions
Austin
Name Alexandra Chron
Title Associate, CAPS Coverage
Division Capital & Partner Solutions
Location Austin
Alexandra Chron joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Chron was a Growth Associate at Sixth Street, where she focused on portfolio management and value creation strategy. Before Sixth Street, Ms. Chron was a Relationship Manager for the Financial Institutions Group at CIBC U.S.
Education
B.A. in Economics, The University of Texas at Austin
M.S., Finance, The McCombs School of Business at The University of Texas at Austin
Julio Del Peón
Associate
Capital & Partner Solutions
New York
Name Julio Del Peón
Title Associate
Division Capital & Partner Solutions
Location New York
Julio Del Peón joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Del Peón was an Associate at Apollo Global Management within the Institutional Client group, where he covered Latin America and assisted with fundraising and business development efforts. Before Apollo, Mr. Del Peón was an Analyst at J.P. Morgan, where he worked in the Latin America division of the firm’s Private Bank.
Education
B.B.A. in Finance, University of Miami
Ekaterina Dmitrieva
Associate, Operations
Capital & Partner Solutions
New York
Name Ekaterina Dmitrieva
Title Associate, Operations
Division Capital & Partner Solutions
Location New York
Ekaterina Dmitrieva joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Dmitrieva was an Associate at MVision Private Equity Advisers, where she led GP capital fundraising efforts. Before MVision, Ms. Dmitrieva was an Investment Associate at Seaport Global Asset Management, where she focused on business development and investor relations.
Education
B.A. in Economics, Moscow State University of M. V. Lomonosov
M.B.A., Columbia Business School
Mauro Bonugli
Managing Director
OneVista
Name Mauro Bonugli
Title Managing Director
Division OneVista
Location
Mauro Bonugli joined Vista in 2017. As Managing Director, Mr. Bonugli leads the OneVista partnership with limited partners globally and is responsible for operationalizing and scaling OneVista with infrastructure, processes and systems. Before OneVista, Mr. Bonugli was Vista’s Deputy CTO and a senior leader in the firm’s Product and Technology Value Creation team.
Prior to joining Vista, Mr. Bonugli served as an Advisor for Warburg Pincus, McKinsey & Company and SER, an HR management solutions company based in Brazil. Before his advisory roles, Mr. Bonugli was Director of Private Equity Consulting at RSM. His previous positions also include Vice President of the Resources Group at General Atlantic and Vice President for the Office of the CIO at Credit Suisse.
Education
B.S. in Computer Sciences, Universidade Sao Francisco, Brazil
M.B.A, Gabelli School of Business, Fordham University
Andrew DuCharme
Associate
Capital & Partner Solutions
New York
Name Andrew DuCharme
Title Associate
Division Capital & Partner Solutions
Location New York
Andrew DuCharme joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. DuCharme was an Associate at PJT Partners, where he focused on LP and GP-led secondary transactions.
Education
B.S. in Finance and International Business, Georgetown University
Sophie Elgamal
Associate
Capital & Partner Solutions
New York
Name Sophie Elgamal
Title Associate
Division Capital & Partner Solutions
Location New York
Sophie Elgamal joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Elgamal was an Institutional Client Solutions Analyst at Blackstone, where she was responsible for investor relations and business development in Blackstone Strategic Partners.
Education
B.A. in Law, Letters and Society, The University of Chicago
Nilda Echano
Vice President, General Partner Programs
Finance
Name Nilda Echano
Title Vice President, General Partner Programs
Division Finance
Location
Nilda Echano joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Echano was an Independent Accounting Consultant, where she provided accounting support to private equity firms in Silicon Valley. Previously, she was an Audit Director at Deloitte, where she worked with high-tech, manufacturing, VC and private equity entities. Ms. Echano is a licensed CPA (inactive) in the state of California.
Education
B.S. in Business Administration, University of the East
Dennis Grace
Associate
Capital & Partner Solutions
Name Dennis Grace
Title Associate
Division Capital & Partner Solutions
Location
Dennis Grace joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Grace was an Associate at Morgan Stanley in the Technology Capital Markets group, where he advised and executed on transactions for technology companies across software, internet, e-commerce and semiconductor subsectors. Before Morgan Stanley, Mr. Grace was an Associate at Nomura Securities, where he worked in the Industrials group within the Investment Banking division.
Education
B.B.A. in Finance, Villanova University, with honors
Brooke Ferguson
Vice President
Marketing
Austin
Name Brooke Ferguson
Title Vice President
Division Marketing
Location Austin
Brooke Ferguson joined Vista Equity Partners in 2021 and is responsible for content planning and strategy.
Prior to joining Vista, Ms. Ferguson was Vice President of Marketing and Communications at Adams Street Partners, where she focused on internal and external communications and served as a member of Adams Street’s Editorial Board. Before her time with Adams Street, Ms. Ferguson was Vice President of Investor Relations at Citadel, where she prepared and distributed communications to global executives and investors. Prior to Citadel, Ms. Ferguson held multiple client-facing roles at Bernstein Global Wealth Management.
Education
B.A. in International Relations and French, Lake Forest College
Brian Gibson
Managing Director, Channel Partnerships and Alliances
OneVista
Name Brian Gibson
Title Managing Director, Channel Partnerships and Alliances
Division OneVista
Location
Brian Gibson joined the Value Creation Team in 2020. Mr. Gibson leads the OneVista partner strategy and engagement across all Vista portfolio companies with key advisors, consultancies, system integrators and platform organizations globally.
Prior to joining Vista, Mr. Gibson served as Senior Vice President of Ecosystems and Alliances at Misys (now Finastra), a Vista company, where he was responsible for the development and management of Finastra’s ecosystem globally. Mr. Gibson has worked in the software and consulting industry for more than 25 years in a variety of sales and partner leadership roles at Accenture, Siebel Systems and Oracle. Mr. Gibson has served on the Girls Day School Trust Academy Board and held various governor and chair positions.
Education
BSc Honours in Computing and Operational Research, Leeds Beckett University
Amanda Tyson
Vice President
Private Equity, Flagship
Chicago
Name Amanda Tyson
Title Vice President
Division Private Equity, Flagship
Location Chicago
Amanda Tyson joined Vista Equity Partners in 2019 and is a member of the private equity Flagship team. Ms. Tyson currently works with the firm’s investments in Klarna, Securonix, SmartBear and Solera. She was also actively involved with the firm’s investments in Aptean, Eagleview and Sonatype.
Prior to joining Vista, Ms. Tyson worked at Citigroup, where she primarily advised on mergers and acquisitions and tailored equity and interest rate solutions for institutional and corporate clients.
Education
B.A. in Economics, Yale University
M.B.A., Harvard Business School, with Distinction and Dean’s Award
Jeremy Ferguson
Vice President, Fund Operations
Finance
Name Jeremy Ferguson
Title Vice President, Fund Operations
Division Finance
Location
Jeremy Ferguson joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Ferguson worked at Partners Group, where he spent over a decade leading teams across several business units, including Client Reporting and Product Management. Before Partners Group, Mr. Ferguson was an Investment Advisor with BMO Nesbitt Burns and Edward Jones.
Education
B.Com. in Marketing and Finance, University of Manitoba
Domini Floyd
Vice President, Business Technology
Information & Technology
Austin
Name Domini Floyd
Title Vice President, Business Technology
Division Information & Technology
Location Austin
Domini Floyd joined Vista Equity Partners in 2019. Ms. Floyd is responsible for overseeing business systems operations and strategy across all functions at Vista Equity Partners.
Prior to joining Vista, Ms. Floyd worked as the Director of IT at White Oak Global Advisors, where she served as the chief technical liaison for all application lifecycles, new platform procurement and vendor management. Before her time at White Oak Global Advisors, Ms. Floyd worked as a Consulting Manager at Strategic Growth, Inc., where she developed CRM implementation roadmaps for customers in the financial services, manufacturing and software industries. Prior to Strategic Growth, Inc., Ms. Floyd served in Sales Operations leadership roles at companies such as Siemens Industry and Citrix Systems, where she focused on CRM strategy, sales methodology efficiency and BI strategy.
Education
B.S. in Business Administration, University of Central Florida
Pramod Gupta
Vice President, Head of Data Engineering
Information & Technology
Austin
Name Pramod Gupta
Title Vice President, Head of Data Engineering
Division Information & Technology
Location Austin
Pramod Gupta joined Vista Equity Partners in 2024. He is responsible for the Vista Enterprise Data Platform built for leveraging data to drive business outcomes.
Prior to joining Vista, Mr. Gupta was the Director of Software Engineering at Northern Trust, building cloud-based data mesh and data warehouse solutions for internal and external clients, including private equity, hedge fund and pension fund firms. Before Northern Trust, he mentored multiple teams at Citadel Investment Group, building real-time data integration and reporting solutions. Prior to Citadel, Mr. Gupta worked as full stack Software Engineer at companies like American Home Mortgage, Merrill Lynch, Lucent and Siemens, building user-friendly and scalable solutions for complex business processes.
Education
B.Tech in Electronics and Communications Engineering, National Institute of Technology Warangal, India
Matthew Shankoff
Senior Vice President
Credit
New York
Name Matthew Shankoff
Title Senior Vice President
Division Credit
Location New York
Matt Shankoff joined Vista Equity Partners in 2023 and served as Senior Vice President on the Capital & Partners Solutions team before joining Vista Credit Partners in 2024.
Prior to joining Vista, Mr. Shankoff was a Director on the Business Development team at Sound Point Capital, where he focused on the firm’s fundraising efforts in North America across its various credit verticals. Before Sound Point, Mr. Shankoff was a Director on the Client & Product Solutions team at Apollo Global Management. Mr. Shankoff began his career on the Financial Services Advisory team at PricewaterhouseCoopers.
Education
B.S. in Finance, The Pennsylvania State University
Mark Wenden
Vice President
Private Equity, Endeavor
Austin
Name Mark Wenden
Title Vice President
Division Private Equity, Endeavor
Location Austin
Mark Wenden joined Vista Equity Partners in 2016 and is a member of the private equity Endeavor team. Mr. Wenden currently sits on the boards of BlueConic, Dispatch and LifeLoop (formerly iN2L). He was also actively involved with the firm’s investments in Allvue, Datto (formerly NYSE: MSP), Finastra, Naviga, Schoox and Zapproved.
Prior to joining Vista, Mr. Wenden worked at Evercore Partners in Menlo Park in the Technology Mergers and Acquisitions group. While at Evercore Partners, Mr. Wenden advised financial sponsors and strategic clients in the software, infrastructure and internet sectors.
Education
B.B.A. in Finance and Business Honors, The University of Texas at Austin, with high honors
Ryan Crabtree
Vice President
Credit
Chicago
Name Ryan Crabtree
Title Vice President
Division Credit
Location Chicago
Ryan Crabtree joined Vista Credit Partners in 2018.
Prior to joining Vista, Mr. Crabtree worked as a Lead Financial Analyst at GE Capital in the Industrial Finance group, as well as completed GE’s Financial Management Program.
Education
B.B.A. in Finance and Economics, University of Iowa
Zubin Nagpal
Operating Vice President
Private Equity, Foundation
Austin
Name Zubin Nagpal
Title Operating Vice President
Division Private Equity, Foundation
Location Austin
Zubin Nagpal joined Vista Equity Partners in 2022 and is currently a member of the private equity Foundation team. Previously, Mr. Nagpal was with Vista Consulting Group, where he served as Director of Value Creation, partnering with management teams on transforming the operations of AlertMedia, Aptean, Kibo, Sonatype and Zego (Powered by PayLease).
Prior to joining Vista, Mr. Nagpal was Senior Engagement Manager at McKinsey & Company, where he served technology, media and telecom clients on various topics, including large-scale turnarounds and operational transformations. Before McKinsey, Mr. Nagpal was Co-Founder and Vice President of Operations at Home Lending Source. Before Home Lending Source, he was an Associate at Nine Rivers Capital based in Mumbai.
Education
B.S. in Industrial Engineering, University of Michigan
M.B.A., NYU Stern School of Business
Grace Guenther
Associate
Capital & Partner Solutions
New York
Name Grace Guenther
Title Associate
Division Capital & Partner Solutions
Location New York
Grace Guenther joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Guenther was an Investment Banking Analyst at Credit Suisse, where she was responsible for managing the execution of equity offerings across public and private capital markets.
Education
B.A. in Media Studies, The University of Virginia
Jenna Sleefe
Vice President, Business Development
Private Equity, Foundation
Name Jenna Sleefe
Title Vice President, Business Development
Division Private Equity, Foundation
Location
Jenna Sleefe joined Vista Equity Partners in 2023 and is a member of the private equity Foundation team. Ms. Sleefe leads the Foundation Fund’s business development strategy with the senior leadership team and is focused on investing in mid-market enterprise software businesses.
Prior to joining Vista, Ms. Sleefe was Director of Business Development at Francisco Partners, where she was responsible for pipeline management and executing M&A investments in software and technology. Before Francisco Partners, Ms. Sleefe was a Software Investor at K1 Investment Management, where she led and expanded the firm’s sourcing activity for buyout investments in B2B and enterprise software. Before her time with K1, Ms. Sleefe was Chief Compliance Officer and Director of Acquisitions and Integration at Internet Brands, focusing on technology and media investments during the KKR and Hellman & Friedman investment periods.
Education
B.A. in Public Relations, Hofstra University, magna cum laude
J.D., Southwestern Law School, magna cum laude
Michael Weinstein
Vice President, Business Development
Private Equity, Endeavor
Name Michael Weinstein
Title Vice President, Business Development
Division Private Equity, Endeavor
Location
Michael Weinstein joined Vista Equity Partners in 2022 and is currently a member of the private equity Endeavor team.
Prior to joining Vista, Mr. Weinstein was a Vice President of Business Development at Susquehanna Growth Equity, where he formed and grew the company’s business development function, providing steady and high-quality deal flow. Before Susquehanna, Mr. Weinstein was Senior Director of Inside Sales at Bonterra (formerly Social Solutions), where he was responsible for scaling the company’s inside sales team and developing its go-to-market sales strategy. Mr. Weinstein has spent over 10 years of his career working in senior and executive roles at Vista companies.
Education
B.S. in Information Sciences and Technology, Penn State University
Michelle Mittler
Vice President, Chief of Staff
Office of the President & COO
Austin
Name Michelle Mittler
Title Vice President, Chief of Staff
Division Office of the President & COO
Location Austin
Michelle Mittler joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Mittler was Chief of Staff for the CEO of Social Capital, where she acted as a strategic collaborator, force multiplier and proxy for the CEO. Before Social Capital, she served as Director of Scheduling and Executive Operations to Democratic Leader Charles E. Schumer in the U.S. Senate. Previously, she worked on Capitol Hill for a decade, including serving as Director of Scheduling and Special Events to Democratic Whip Steny H. Hoyer in the U.S. House of Representatives.
Education
B.A. in Political Science, University of Albany
M.P.S., Legislative Affairs, The George Washington University
Charlotte Cipolletti
Director of Impact
Private Equity
New York
Name Charlotte Cipolletti
Title Director of Impact
Division Private Equity
Location New York
Charlotte Cipolletti joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Cipolletti was Director of Impact Investments at CapShift, where she managed the sourcing and due diligence of compelling impact investments on behalf of family offices, donor-advised funds and foundation limited partners. Prior to CapShift, Charlotte was a Portfolio Manager at DWS Investments, where she specialized in managing domestic, international and emerging market ESG and currency-hedged index funds.
Education
B.A. in Sustainable Development, Columbia University
Kiran Rao
Chief Operating Officer, Value Creation
Value Creation Team
San Francisco
Name Kiran Rao
Title Chief Operating Officer, Value Creation
Division Value Creation Team
Location San Francisco
Kiran Rao joined the Value Creation Team in 2021 and is the Chief Operating Officer.
Prior to joining Vista, Mr. Rao was an Operating Partner at TPG Capital for 12 years, where he led the Technology Operations team. Mr. Rao assumed operational roles and served on boards for over 10 TPG portfolio companies. Before joining TPG in 2010, Mr. Rao was a Consultant at McKinsey & Company, serving TMT and PE clients. Prior to McKinsey, he worked in Silicon Valley with Accenture, Cisco Systems and Asera (a Kleiner Perkins startup).
Mr. Rao served on the Board of Directors for the Cal Alumni Association. He is also a member of the Order of the Golden Bear at the University of California, Berkeley.
Education
B.S. in Electrical Engineering and Computer Science, University of California, Berkeley
M.B.A. in Management and Finance, Columbia Business School
Allyson Ahlstrom
Senior Associate
Private Equity, Endeavor
San Francisco
Name Allyson Ahlstrom
Title Senior Associate
Division Private Equity, Endeavor
Location San Francisco
Allyson Ahlstrom joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Ahlstrom was a Senior Investment Associate at Brighton Park Capital. Before Brighton Park Capital, Ms. Ahlstrom was an Investment Analyst at Long Ridge Equity Partners.
Education
B.S. in Economics, University of Pennsylvania
Humayra Kabir
Vice President
Credit
New York
Name Humayra Kabir
Title Vice President
Division Credit
Location New York
Humayra Kabir joined Vista Credit Partners in 2019.
Prior to joining Vista, Ms. Kabir served as a Junior Associate at Octagon Credit Investors, where she focused on the software and business services sectors. Before her time with Octagon, Ms. Kabir worked at Bank of America Merrill Lynch as an Investment Banking Analyst.
Education
B.S. in Economics with concentrations in Finance and Statistics, The Wharton School, University of Pennsylvania
Phillip Barber
Senior Associate
Private Equity, Flagship
San Francisco
Name Phillip Barber
Title Senior Associate
Division Private Equity, Flagship
Location San Francisco
Phillip Barber joined Vista Equity Partners in 2021 and is a member of the private equity Flagship team. Mr. Barber is actively involved with the firm’s investments in Avalara, Cloud Software Group, InvoiceCloud and SimplePractice. He was also actively involved with the firm’s investment in Sonatype.
Prior to joining Vista, Mr. Barber worked as an Investment Banking Analyst at Bank of America in the Mergers & Acquisitions group, advising technology businesses.
Education
B.S. in Finance, Santa Clara University, summa cum laude
Tongtong Li
Vice President, Credit
Credit
New York
Name Tongtong Li
Title Vice President, Credit
Division Credit
Location New York
Tongtong Li joined Vista Credit Partners in 2024 and is responsible for deal execution, credit product settlements and assisting with operational tasks.
Prior to joining Vista, Ms. Li was a Senior Manager at KKR, specializing in middle office credit operations functionality. Before KKR, Ms. Li was an Associate at Jefferies.
Education
B.Sc. in International Business Management, University of Surrey
M.S., Investments Management, Pace University, Lubin School of Business
Lawrence Kruglyak
Associate, CAPS Coverage
Private Wealth
New York
Name Lawrence Kruglyak
Title Associate, CAPS Coverage
Division Private Wealth
Location New York
Lawrence Kruglyak joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Kruglyak was an Associate at J.P. Morgan, focusing on Alternative Investments Client Coverage & Strategy within the Private Wealth channel. Mr. Kruglyak started his career at J.P. Morgan on the Global Product Strategy & Development team with the firm’s Asset Management division.
Education
B.S. in Finance, The College of New Jersey
Rares Barbu
Senior Associate
Private Equity, Endeavor
Chicago
Name Rares Barbu
Title Senior Associate
Division Private Equity, Endeavor
Location Chicago
Rares Barbu joined Vista Equity Partners in 2019 and is a member of the private equity Endeavor team. Mr. Barbu currently works with the firm’s investments in Alegeus, BigTime, Innovapptive and TripleLift. He was actively involved with the firm’s investments in AlertMedia, Bonterra, LifeLoop (formerly iN2L), Lone Wolf Technologies and Vena Solutions.
Prior to joining Vista, Mr. Barbu worked as a Consultant at Navigant Consulting Inc. in their Life Sciences division.
Education
B.Sc. in Biomedical Engineering, The University of Connecticut, summa cum laude
Elizabeth Carter
Senior Associate
Private Equity, Flagship
Austin
Name Elizabeth Carter
Title Senior Associate
Division Private Equity, Flagship
Location Austin
Elizabeth Carter joined Vista Equity Partners in 2020 and is a member of the private equity Flagship team. Ms. Carter currently works with the firm’s investments in Duck Creek Technologies, Mindbody and Xactly. She was also actively involved with the firm’s investments in Allvue and ARCOS.
Prior to joining Vista, Ms. Carter worked as an Investment Banking Senior Analyst in the Global Industrials group at Citigroup, where she advised on a broad suite of transactions with a focus on transportation, infrastructure and diversified industrial companies.
Education
B.B.A. in Finance and International Business, University of Georgia, cum laude
B.A. in French, University of Georgia, cum laude
Adam Greene
Senior Associate
Private Equity, Foundation
Austin
Name Adam Greene
Title Senior Associate
Division Private Equity, Foundation
Location Austin
Adam Greene joined Vista Equity Partners in 2018 and is a member of the private equity Foundation team. Mr. Greene currently works with the firm’s investments in Critical Start, ESO Solutions, Kibo, LogicMonitor and StarRez. He was also actively involved with the firm’s investments in Advicent and Datto (formerly NYSE: MSP).
Prior to joining Vista, Mr. Greene worked as a Financial Analyst at Guttridge Capital Management, a financial advisory firm in Annapolis.
Education
B.S. in Finance & Information Systems, University of Maryland Honors College, magna cum laude
M.S. in Quantitative Finance, Concentration in Asset Management & Risk Management, University of Maryland
Nick Grisius
Senior Associate
Private Equity, Foundation
Austin
Name Nick Grisius
Title Senior Associate
Division Private Equity, Foundation
Location Austin
Nick Grisius joined Vista Equity Partners in 2019. Mr. Grisius currently works with the firm’s investments in Kibo, Sonatype, TRG Screen and Vena. He was also actively involved with the firm’s investments in LifeLoop (formerly iN2L), Salesloft, SmartBear and Vertafore.
Education
B.S. in Mechanical Engineering, Georgia Institute of Technology, with high honors
B.B.A. in Finance, Goizueta Business School, Emory University, with highest distinction
Broderick Kelley
Senior Associate
Private Equity, Foundation
Chicago
Name Broderick Kelley
Title Senior Associate
Division Private Equity, Foundation
Location Chicago
Broderick Kelley joined Vista Equity Partners in 2018 and is a member of the private equity Foundation team. Mr. Kelley currently works with the firm’s investments in Granicus, Nasuni, Poppulo and Power Factors. He was also actively involved with the firm’s investments in 7ParkData, OneAdvanced and Schoox.
Prior to joining Vista, Mr. Kelley worked as a Consultant at Alvarez & Marsal.
Education
B.S. in Civil Engineering, University of Notre Dame, cum laude
M.B.A. in Corporate Finance, University of Notre Dame, cum laude
Pavan Mahtani
Senior Associate
Private Equity, Endeavor
New York
Name Pavan Mahtani
Title Senior Associate
Division Private Equity, Endeavor
Location New York
Pavan Mahtani joined Vista Equity Partners in 2024 and is a member of the private equity Endeavor team. Mr. Mahtani currently works with the firm’s investment in LifeLoop.
Prior to joining Vista, Mr. Mahtani was Chief of Staff to the CEO and the GM of New Businesses at Veho, a crowdsourced last-mile delivery business. Prior to joining Veho, Mr. Mahtani was a Senior Associate at Vista Equity Partners, where he was actively involved with the firm’s investments in Advanced, iCIMS, Khoros, Naviga and Pluralsight.
Education
B.S. in Finance and Accounting, New York University, summa cum laude
Anya Malik
Senior Associate
Private Equity, Endeavor
San Francisco
Name Anya Malik
Title Senior Associate
Division Private Equity, Endeavor
Location San Francisco
Anya Malik joined Vista Equity Partners in 2023 and is and is a member of the private equity Endeavor team.
Prior to joining Vista, Ms. Malik was an Associate at Onex, where she focused on investments in enterprise software and healthcare businesses. Before Onex, Ms. Malik was an Investment Banking Analyst at Credit Suisse, where she advised corporate clients and financial sponsors across a variety of sectors.
Education
B.A. in Economics and Mathematics, Yale University
Mike McMullan
Senior Associate
Private Equity, Endeavor
New York
Name Mike McMullan
Title Senior Associate
Division Private Equity, Endeavor
Location New York
Mike McMullan joined Vista Equity Partners in 2018 and is a member of the private equity Endeavor team. Mr. McMullan currently works with the firm’s investments in BlueConic, Jebbit and RadarFirst. He was also actively involved with the firm’s investments in Benchmark Gensuite, Fusion Risk Management, iCIMS, Jio, Lone Wolf, Mindbody, OneAdvanced and Pluralsight.
Prior to joining Vista, Mr. McMullan coached the wrestling teams at Northwestern University and the University of Pennsylvania.
Education
B.S. in Political Science and Journalism, Northwestern University
M.P.A. in Finance, University of Pennsylvania
Annie Meyjes
Senior Associate
Private Equity, Flagship
San Francisco
Name Annie Meyjes
Title Senior Associate
Division Private Equity, Flagship
Location San Francisco
Annie Meyjes joined Vista Equity Partners in 2018 and is a member of the private equity Flagship team. Ms. Meyjes currently works with the firm’s investments in Acquia and CentralSquare. She was also actively involved with the firm’s investments in Apptio, Cloud Software Group, MedTrainer, Pluralsight, SecureLink, Tribute Technology and Wrike.
Prior to joining Vista, Ms. Meyjes worked at the Goldman Sachs Group in the Securities division.
Education
B.A. in Economics, Harvard University, cum laude
David Pinsky
Senior Associate
Private Equity, Foundation
Austin
Name David Pinsky
Title Senior Associate
Division Private Equity, Foundation
Location Austin
David Pinsky joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Pinsky was an Investment Professional at Newlight Partners, where he focused on growth equity and buyout transactions. Before Newlight Partners, Mr. Pinsky was an Investment Banking Analyst at Goldman Sachs, where he worked in the Consumer and Healthcare group.
Education
B.S. in Finance, University of Florida
M.S., Finance, University of Florida
Mimi Messawer
Vice President
Credit
New York
Name Mimi Messawer
Title Vice President
Division Credit
Location New York
Mimi Messawer joined Vista Credit Partners in 2019.
Prior to joining Vista, Ms. Messawer served as an Analyst in the Global High Yield group at Barings, where she focused on the Industrials sector.
Education
B.B.A. in Finance, Terry College of Business, University of Georgia
Hansen Kuo
Associate, Operations
Capital & Partner Solutions
Austin
Name Hansen Kuo
Title Associate, Operations
Division Capital & Partner Solutions
Location Austin
Prior to joining Vista, Mr. Kuo was an Email Coordinator at SecureLink (a former Vista portfolio company), where he developed and reported on email campaigns. Before SecureLink, Mr. Kuo was a Content Analyst at Accenture, where he worked on client communications.
Education
B.S. in Advertising, The University of Texas at Austin
Erin Myers
Vice President, Fund Management
Credit
Chicago
Name Erin Myers
Title Vice President, Fund Management
Division Credit
Location Chicago
Erin Myers joined Vista Credit Partners in 2016.
Prior to joining Vista, Ms. Myers worked as an actuary at Blue Cross Blue Shield, where she worked within the pricing team, creating monthly financial and membership forecasts, and establishing monthly reserve levels within the valuation team. Ms. Myers held additional responsibilities while at Blue Cross Blue Shield, including the preparation of quarterly and annual exhibits for audit purposes.
Education
B.S. in Actuarial Science and Applied Statistics, Purdue University
Justin Lai
Associate
Capital & Partner Solutions
New York
Name Justin Lai
Title Associate
Division Capital & Partner Solutions
Location New York
Justin Lai joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Lai was a Private Equity Associate at Flexpoint Ford, where he covered consumer health and medical technology investment opportunities. Before Flexpoint, Mr. Lai was an Investment Banking Analyst at Moelis & Company, where he worked on M&A, capital raising and restructuring efforts in the healthcare sector.
Education
B.A. in Honors Business Administration, Western University
M.S., Finance, Owen Graduate School of Management, Vanderbilt University
Jeffrey Loeb
Associate
Capital & Partner Solutions
New York
Name Jeffrey Loeb
Title Associate
Division Capital & Partner Solutions
Location New York
Jeffrey Loeb joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Loeb was a Vice President at Citi, where he worked in the Chief of Staff Office of the Chief Investment Officer. Before Citi, Mr. Loeb was a Customer Success Manager at Morningstar, where he led relationship management efforts across Texas.
Education
B.A. in Government, The University of Texas at Austin, with special honors
M.A., Government, The University of Texas at Austin
M.B.A., McDonough School of Business, Georgetown University
Sean McLaughlin
Associate
Capital & Partner Solutions
New York
Name Sean McLaughlin
Title Associate
Division Capital & Partner Solutions
Location New York
Sean McLaughlin joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. McLaughlin was an Investment Banking Associate at Jefferies within the Financial Institutions group, where he executed on transactions for companies across the Market Structure & Technology and Asset & Wealth Management verticals. Before Jefferies, Mr. McLaughlin was an Investment Banking Analyst at Park Sutton Advisors, where he focused on M&A of registered investment advisors.
Education
B.S.B.A. in Finance, Elon University
David Ruffolo
Vice President
Credit
New York
Name David Ruffolo
Title Vice President
Division Credit
Location New York
David Ruffolo joined Vista Credit Partners in 2023.
Prior to joining Vista, Mr. Ruffolo was a Vice President at Iron Park Capital, where he underwrote and maintained private credit and equity investments across the healthcare, technology and industrial sectors. Before Iron Park, Mr. Ruffolo was an Associate at Ares Management in the Credit division, where he focused on direct lending investments for corporate and sponsor-backed companies. Prior to Ares, Mr. Ruffolo was an Analyst at Bank of America Merrill Lynch in the Leveraged Finance division.
Education
B.B.A. in Finance, University of Notre Dame
M.B.A., Harvard Business School
William Sitzman
Senior Associate
Private Equity, Flagship
Austin
Name William Sitzman
Title Senior Associate
Division Private Equity, Flagship
Location Austin
William Sitzman joined Vista Equity Partners in 2021. Mr. Sitzman currently works with the firm’s investments in Salesloft and Securonix, and was previously involved with the firm’s investments in AGDATA, TRG Screen and Zapproved.
Prior to joining Vista, Mr. Sitzman was a Private Equity Analyst at K1 Investment Management, where he focused on minority and control investments in enterprise software.
Education
B.B.A in Finance, Loyola Marymount University, cum laude
Erik Smith
M&A Advisor, Business Development
Private Equity, Foundation
Austin
Name Erik Smith
Title M&A Advisor, Business Development
Division Private Equity, Foundation
Location Austin
Erik Smith joined Vista Equity Partners in 2024 and is a member of the private equity Foundation team. Mr. Smith focuses on investing in middle-market enterprise software businesses.
Prior to joining Vista, Mr. Smith worked at Denali Growth Partners, where he focused on middle-market investments across a range of sectors. Before Denali Growth Partners, Mr. Smith was an Investment Banking Analyst at Bank of America Merrill Lynch. Mr. Smith began his career as a Captain in the United States Air Force.
Education
B.S. in Systems Engineering Management, United States Air Force Academy
TJ Veech
Senior Associate
Private Equity, Endeavor
Chicago
Name TJ Veech
Title Senior Associate
Division Private Equity, Endeavor
Location Chicago
TJ Veech joined Vista Equity Partners in 2020 and is currently a member of the private equity Endeavor team.
Prior to joining Vista, TJ worked at True Wind Capital, a technology-focused private equity firm. Prior to True Wind, TJ worked at William Blair & Company in the Technology Investment Banking group.
Education
B.S. in Accountancy, University of Illinois at Urbana-Champaign
Helen Parzick
Associate
Capital & Partner Solutions
New York
Name Helen Parzick
Title Associate
Division Capital & Partner Solutions
Location New York
Helen Parzick joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Parzick was an Associate on the Business Development team at Orchard Global, where she focused on private credit business development. Before Orchard Global, Ms. Parzick was a Senior Associate at Heidrick & Struggles. Prior to Heidrick & Struggles, she was an Associate at Korn Ferry.
Education
B.A. in Communications, Denison University
M.B.A., Columbia Business School
Robert F. Smith
Founder, Chairman and CEO
Executive Committee
Austin
Name Robert F. Smith
Title Founder, Chairman and CEO
Division Executive Committee
Location Austin
Robert F. Smith is Vista’s Founder, Chairman and CEO. He directs Vista’s investment strategy and decisions, governance and investor relations. Mr. Smith sits on the Investment Committees for Vista’s Flagship, Foundation, Endeavor and Perennial Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Vista currently manages equity assets under management of over $100 billion and oversees a portfolio of more than 85 enterprise software, data and technology-enabled companies that employ over 100,000 people worldwide. Since Vista’s inception, Mr. Smith has supervised over 600 completed transactions representing more than $320 billion in aggregate transaction value.
Read More About Robert F. Smith
Education
B.S. in Chemical Engineering, Cornell University
MBA, Concentration in Finance and Marketing, Columbia Business School
Javier Borjas
Associate
Private Equity
Chicago
Name Javier Borjas
Title Associate
Division Private Equity
Location Chicago
Javier Borjas joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Borjas was an Associate at RBC Capital Markets in the Mergers and Acquisitions group.
Education
B.S. in Finance, St. John’s University
Jing Wen
Vice President, Quantitative Modeling and Analytics
Credit
New York
Name Jing Wen
Title Vice President, Quantitative Modeling and Analytics
Division Credit
Location New York
Jing Wen joined Vista Credit Partners in 2022.
Prior to joining Vista, Ms. Wen was a Vice President at Blackstone in the Quantitative Portfolio Solutions group of Blackstone Credit, where she developed tools that leveraged alternative data and machine learning to inform investments. Before Blackstone, Ms. Wen was a Vice President Quantitative Analyst at Merrill Lynch in the Global Wealth and Investment Management group, where she developed and implemented quantitative investment modeling and analytics. Prior to this role, Ms. Wen was a Quantitative Associate in the Global Valuation group at Merrill, where she conducted price valuation processes for interest rate products.
Education
B.S. in Applied Mathematics & Statistics and Economics, Macalester College
M.S. in Biostatistics, Harvard University
Nick Burrello
Associate
Private Equity
Austin
Name Nick Burrello
Title Associate
Division Private Equity
Location Austin
Nick Burrello joined Vista Equity Partners in 2021. Mr. Burrello currently works with the firm’s investments in AlertMedia, KnowBe4 and Stats Perform. He was also actively involved with the firm’s investments in Jamf and Securonix.
Prior to joining Vista, Mr. Burrello was Director of Acquisitions and Operations at LCN Capital Partners in New York City, focusing on credit-based investments in the commercial real estate industry. While at LCN Capital Partners, Mr. Burrello worked across various segments, including investments, asset management and investor relations.
Education
B.A. in Government and Economics, Harvard University
David A. Breach
President & Chief Operating Officer
Executive Committee
Austin
Name David A. Breach
Title President & Chief Operating Officer
Division Executive Committee
Location Austin
David A. Breach is Vista’s President and Chief Operating Officer. He currently sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Private Equity Funds’ Investment Committees. Mr. Breach also sits on the boards of Vista portfolio companies EagleView, Jamf (NASDAQ: JAMF), Solera and Stats Perform.
Read more about David A. Breach
Education
B.B.A. in Marketing, Eastern Michigan University
J.D., University of Michigan, magna cum laude, Order of the Coif
Devon Cash
Associate
Private Equity
Austin
Name Devon Cash
Title Associate
Division Private Equity
Location Austin
Devon Cash joined Vista Equity Partners in 2024. Mr. Cash currently works with the firm’s investment in Alegeus.
Prior to joining Vista, Mr. Cash was an Investment Banking Associate at Goldman Sachs, where he primarily advised on activism defense and mergers and acquisitions in technology.
Education
B.A. in Economics, Stanford University
M.B.A., Harvard Business School, with Distinction
Simon Baqué
Senior Associate
Credit
New York
Name Simon Baqué
Title Senior Associate
Division Credit
Location New York
Simon Baqué joined Vista Equity Partners in 2024 and served as Senior Associate on the Capital & Partners Solutions team before joining Vista Credit Partners in 2024.
Prior to joining Vista, Mr. Baqué was a Product Management Associate at KKR, where he was responsible for fundraising and investor relations management. Before KKR, Mr. Baqué was a Senior Account Associate at PIMCO, where he supported investor relations for institutional and private wealth clients across France and Monaco. Prior to PIMCO, Mr. Baqué was a Fixed Income Sales Analyst at Natixis, where he focused on money market products.
Education
M.S., Finance, Grenoble Ecole de Management
M.B.A., The University of Chicago Booth School of Business
Leo Pratt
Associate
Capital & Partner Solutions
New York
Name Leo Pratt
Title Associate
Division Capital & Partner Solutions
Location New York
Leo Pratt joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Pratt was a Senior Associate at Virgo Investment Group, where he focused on the media, consumer and healthcare industries. Before Virgo, Mr. Pratt was a Corporate and Investment Banking Analyst at Wells Fargo Securities.
Education
B.A. in Philosophy, Politics and Economics, University of Pennsylvania
Catherine Chen
Associate
Private Equity
Austin
Name Catherine Chen
Title Associate
Division Private Equity
Location Austin
Catherine Chen joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Ms. Chen worked as an intern in Vista’s Private Equity group.
Education
B.B.A. in Business Honors and Accounting, The University of Texas at Austin
Isabella Chin
Associate
Private Equity
San Francisco
Name Isabella Chin
Title Associate
Division Private Equity
Location San Francisco
Education
B.S. in Business Administration, University of California, Berkeley
Michael Jeanblanc
Senior Vice President
Public Equity
San Francisco
Name Michael Jeanblanc
Title Senior Vice President
Division Public Equity
Location San Francisco
Michael Jeanblanc joined Vista Public Strategies in 2017 and is responsible for sourcing and evaluating public and late-stage private investments. Mr. Jeanblanc was actively involved with the firm’s investments in Marqeta and Ramp.
Prior to joining Vista, Mr. Jeanblanc was a Senior Analyst at Citadel investing in technology, media and telecommunications companies with a specific focus on internet, media and financial technology sectors. Previously, Mr. Jeanblanc invested in and advised technology, media and telecommunications companies at JMI Equity and Signal Hill Capital.
Education
B.S. in Commerce, University of Virginia
M.B.A., Wharton School of the University of Pennsylvania
Matthew Chung
Associate
Private Equity
San Francisco
Name Matthew Chung
Title Associate
Division Private Equity
Location San Francisco
Matthew Chung joined Vista Equity Partners in 2024. Mr. Chung currently works with the firm’s investment in CentralSquare.
Prior to joining Vista, Mr. Chung was an Investment Banking Associate at Guggenheim Securities. Before his time at Guggenheim, Mr. Chung was a Software Engineer at Blackstone.
Education
B.S. in Mathematics, University of Maryland
B.S. in Computer Science, University of Maryland
Jeremy Mekdhanasarn
Senior Vice President
Public Equity
San Francisco
Name Jeremy Mekdhanasarn
Title Senior Vice President
Division Public Equity
Location San Francisco
Jeremy Mekdhanasarn joined Vista Public Strategies in 2016 and is responsible for sourcing and evaluating public and late-stage private investments. Mr. Mekdhanasarn was actively involved with the firm’s investments in Outreach, SentinelOne and UiPath.
Prior to joining Vista, Mr. Mekdhanasarn was a Senior Analyst at Criterion Capital Management, where he worked across a variety of sectors and aided in strategic endeavors, including the launch of a software-dedicated fund. Before his time with Criterion, Mr. Mekdhanasarn was an Analyst at Qatalyst Partners, where he advised technology clients on mergers and acquisitions.
Education
B.S. in Business Administration, Haas School of Business, University of California, Berkeley
Ed Larkin
Senior Associate
Public Equity
San Francisco
Name Ed Larkin
Title Senior Associate
Division Public Equity
Location San Francisco
Ed Larkin joined Vista Public Strategies in 2021.
Prior to joining Vista, Mr. Larkin was an Investment Banking Analyst at FT Partners. Before FT Partners, Mr. Larkin was a Summer Analyst at AQR Capital Management.
Education
B.S. in Finance, Washington University in St. Louis
Blake Ramsden
Senior Associate
Public Equity
San Francisco
Name Blake Ramsden
Title Senior Associate
Division Public Equity
Location San Francisco
Blake Ramsden joined Vista Public Strategies in 2022.
Prior to joining Vista, Blake worked as an Investment Banking Analyst at Union Square Advisors, where he was responsible for providing M&A advisory and executing capital markets transactions for clients across the software, IT infrastructure and digital media sectors.
Education
B.A. in Business Administration, Richard Ivey School of Business, University of Western Ontario
B.E. in Mechanical Engineering, University of Western Ontario
Amy Cui
Associate
Private Equity
Austin
Name Amy Cui
Title Associate
Division Private Equity
Location Austin
Amy Cui joined Vista Equity Partners in 2020.
Prior to joining Vista, Ms. Cui worked as a Senior Financial Analyst at The BVA Group LLC.
Education
B.B.A. in Business Honors, The University of Texas at Austin
M.P.A., The University of Texas at Austin
Saul Dominguez
Associate
Private Equity
Austin
Name Saul Dominguez
Title Associate
Division Private Equity
Location Austin
Saul Dominguez joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Dominguez worked as a Senior Consultant in the Private Capital group at Oliver Wyman. Before Oliver Wyman, Mr. Dominguez interned at Amazon.
Education
B.B.A. in Finance and Accounting, The University of Texas at El Paso, cum laude
Alexa Fillingim
Associate
Private Equity
Chicago
Name Alexa Fillingim
Title Associate
Division Private Equity
Location Chicago
Alexa Fillingim joined Vista Equity Partners in 2021.
Prior to her role at Vista, Ms. Fillingim worked as an intern in Vista’s Private Equity group.
Education
B.S.B.A in Finance, The Ohio State University, summa cum laude
Carty Flora
Associate
Private Equity
Austin
Name Carty Flora
Title Associate
Division Private Equity
Location Austin
Carty Flora joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Flora was a member of the Corporate Development & Strategy team at Cvent.
Education
B.A. in Political Science, West Virginia University
Nicolette Groen
Associate
Private Equity
Austin
Name Nicolette Groen
Title Associate
Division Private Equity
Location Austin
Nicolette Groen joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Groen was a Private Equity Associate at Compass Diversified, where she focused on investing in middle-market consumer and industrials businesses. Before her time at Compass, Ms. Groen worked as an Investment Banking Analyst in the Global Energy group at Citigroup.
Education
B.A. in Mathematical Economic Analysis and Managerial Studies, Rice University
M.B.A., The Wharton School, University of Pennsylvania
David Harris
Associate
Private Equity
Austin
Name David Harris
Title Associate
Division Private Equity
Location Austin
David Harris joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Harris was a Private Equity Summer Associate at Blackstone. Before his time at Blackstone, Mr. Harris was a Software Development Portfolio Manager for the United States Space Force at the National Reconnaissance Office. Prior to the National Reconnaissance Office, Mr. Harris was a Program Manager for the U.S. Air Force.
Education
B.S. in Management, United States Air Force Academy
M.B.A., Stanford University
Nidhi Khurana
Associate
Private Equity
Chicago
Name Nidhi Khurana
Title Associate
Division Private Equity
Location Chicago
Nidhi Khurana joined Vista Equity Partners in 2023. Ms. Khurana is actively involved with the firm’s investments in Accelya and Tribute Technology.
Prior to joining Vista, Ms. Khurana worked as a Summer Associate at Clearlake Capital and as a pre-MBA Summer Associate at Triple Tree Capital. Ms. Khurana started her career as a Consultant at Accenture, where she worked in the Strategy group.
Education
B.S. in Economics, University of Minnesota Twin Cities, cum laude
B.A. in Political Science, University of Minnesota Twin Cities
M.B.A., Harvard Business School
Lia Kim
Associate
Private Equity
Austin
Name Lia Kim
Title Associate
Division Private Equity
Location Austin
Lia Kim joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Kim was an Investment Banking Analyst at Goldman Sachs in the Global Industrials group.
Education
B.A. in Economics, University of Chicago, cum laude
Katie Kondry
Associate
Private Equity
Austin
Name Katie Kondry
Title Associate
Division Private Equity
Location Austin
Katie Kondry joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Kondry held several positions at BMO Harris Bank, most recently as Assistant Vice President of Sponsor Finance.
Education
B.A. in Economics, DePauw University, summa cum laude
M.B.A., Harvard Business School
Hunter Ladnier
Associate
Private Equity
San Francisco
Name Hunter Ladnier
Title Associate
Division Private Equity
Location San Francisco
Hunter Ladnier joined Vista Equity Partners in 2020. Mr. Ladnier currently works with the firm’s investments in LogicMonitor and Pipedrive. He was previously involved with the firm’s investments in COMPLY, Drift (now part of Salesloft), Integral Ad Science (NASDAQ: IAS), LifeLoop, Mindbody and OfficeSpace.
Prior to joining Vista, Mr. Ladnier worked as a Private Equity Analyst at The Atlas Group.
Education
B.A. in Economics and Government, Harvard University
Adam Lawal
Associate
Private Equity
Chicago
Name Adam Lawal
Title Associate
Division Private Equity
Location Chicago
Adam Lawal joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Lawal was an Associate at Twin Brook Capital. Before Twin Brook Capital, Mr. Lawal was a Senior Associate at KPMG, where he worked in the Deal Advisory group.
Education
B.S. in Accountancy, University of Illinois Urbana-Champaign, with high honors
M.A.S., University of Illinois Urbana-Champaign, with high honors
M.B.A., The Wharton School at the University of Pennsylvania
Doug Maier
Associate
Private Equity
Austin
Name Doug Maier
Title Associate
Division Private Equity
Location Austin
Doug Maier joined Vista Equity Partners in 2023. Mr. Maier currently works with the firm’s investments in Applause, ARCOS, EAB and Stats Perform.
Prior to joining Vista, Mr. Maier was an Investment Banking Analyst at Goldman Sachs in the Leveraged Finance group.
Education
B.A. in Finance, Wake Forest University, magna cum laude
Max Seckler
Associate
Private Wealth
New York
Name Max Seckler
Title Associate
Division Private Wealth
Location New York
Max Seckler joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Seckler was a Senior Analyst at Carlyle, where he focused on raising capital for their Global Private Equity, Private Credit and Investment Solutions businesses through the Private Wealth investor channel. Before Carlyle, Mr. Seckler was a Wealth Strategist Sales Associate at Northern Trust, where he supported the onboarding and prospecting efforts of UHNW individuals and family offices.
Education
B.S. in Business Administration, University of Vermont
Zara Malik
Associate
Private Equity
Chicago
Name Zara Malik
Title Associate
Division Private Equity
Location Chicago
Zara Malik joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Malik worked as a Summer Analyst at LLR Partners. Before her time at LLR Partners, Ms. Malik was an Investment Research Intern in the Small Cap Opportunities team at Wellington Management.
Education
B.A. in Psychology, The University of Chicago, summa cum laude
Nate Mamuyac
Associate
Private Equity
Chicago
Name Nate Mamuyac
Title Associate
Division Private Equity
Location Chicago
Nate Mamuyac joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Mamuyac was an Investment Banking Summer Associate in the Technology Mergers and Acquisitions group at J.P. Morgan Securities, where he originated and executed buy-side and sell-side transactions for global technology clients in the software vertical. Before J.P. Morgan, Mr. Mamuyac was a Private Equity MBA Associate at Noble Rock Advisors, where he sourced and qualified acquisition targets and engaged in financial and commercial due diligence.
Education
B.S. in Business, University of Southern California
B.A. in Economics, University of Southern California
M.B.A., The University of Chicago Booth School of Business
Diego Marrero
Associate
Private Equity
Austin
Name Diego Marrero
Title Associate
Division Private Equity
Location Austin
Diego Marrero joined Vista Equity Partners in 2023. Mr. Marrero currently works with the firm’s investments in Cloud Software Group, iCIMS and Lifeloop (formerly iN2L).
Prior to joining Vista, Mr. Marrero was an Investment Banking Analyst in the Mergers and Acquisitions group at UBS, where he supported companies across a variety of verticals in M&A idea generation and execution.
Education
B.A. in Financial Economics, Columbia University
Norman Mathews
Associate
Private Equity
Austin
Name Norman Mathews
Title Associate
Division Private Equity
Location Austin
Norman Mathews joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Mathews was an Associate on the Corporate Development and Strategic Finance team at Compass. Before his time at Compass, Mr. Mathews was an Investment Banking Analyst at Centerview Partners.
Education
B.A. in Economics and Psychology, Yale University
M.B.A., Harvard Business School
Misha Nehring
Associate
Private Equity
San Francisco
Name Misha Nehring
Title Associate
Division Private Equity
Location San Francisco
Misha Nehring joined Vista Equity Partners in 2023. Mr. Nehring currently works with the firm’s investments in EagleView, KnowBe4 (formerly NASDAQ: KNBE) and TripleLift.
Prior to joining Vista, Mr. Nehring was an Associate at Permira, where he focused on investments in the technology sector. Before Permira, Mr. Nehring was a Strategic Finance Senior Analyst at Genesys, a customer experience and call center software company. Prior to Genesys, Mr. Nehring worked in the Global Technology group at Citi.
Education
B.S. in Finance, Rutgers University
Rotimi Ogunmola
Associate
Private Equity
San Francisco
Name Rotimi Ogunmola
Title Associate
Division Private Equity
Location San Francisco
Rotimi Ogunmola joined Vista Equity Partners in 2021. Mr. Ogunmola currently works with the firm’s investments in Avalara and Finastra. He was also actively involved with the firm’s investment in Critical Start.
Prior to joining Vista, Mr. Ogunmola worked as a Capital Markets Advisory Senior Associate in the Deals Practice at PwC, where he advised private equity and corporate clients on strategic M&A and IPO processes.
Education
B.B.A. in Accounting, The University of Texas at Austin
M.P.A, The University of Texas at Austin
Certified Public Accountant (CPA)
Derek Orji
Associate
Private Equity
Austin
Name Derek Orji
Title Associate
Division Private Equity
Location Austin
Derek Orji joined Vista Equity Partners in 2021.
Prior to joining Vista, Mr. Orji worked as Business Strategy Consultant at Accenture.
Education
B.S. in Mechanical Engineering, The University of Texas at Austin
Anna Parakkott
Associate
Private Equity
Austin
Name Anna Parakkott
Title Associate
Division Private Equity
Location Austin
Anna Parakkott joined Vista Equity Partners in 2022. Ms. Parakkott is actively involved with the firm’s investments in Alegeus, OneAdvanced and Infoblox.
Prior to joining Vista, Ms. Parakkott was an Investment Banking Analyst in the Technology group at Deutsche Bank.
Education
B.S. in Business Administration, University of Southern California
Seimi Park
Associate
Private Equity
San Francisco
Name Seimi Park
Title Associate
Division Private Equity
Location San Francisco
Seimi Park joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Park was an Investment Banking Analyst in the Financial Institutions Group at J.P. Morgan, where she advised financial technology companies on mergers and acquisitions, capital raises and other strategic initiatives.
Education
B.A. in Economics and Computer Science, Swarthmore College
Ravi Patel
Associate
Private Equity
Austin
Name Ravi Patel
Title Associate
Division Private Equity
Location Austin
Ravi Patel joined Vista Equity Partners in 2022. Mr. Patel currently works with the firm’s investments in Dispatch, Energy Exemplar and Schoox. He was also actively involved with the firm’s investments in Bonterra and FLASH.
Prior to joining Vista, Mr. Patel worked at Deutsche Bank in the Leveraged Finance group, where he worked on an array of high-yield financing, syndicated loan and acquisition financing projects across industry verticals.
Education
B.S. in Economics, University of Pennsylvania, magna cum laude
Evan Phillips
Associate
Private Equity
Chicago
Name Evan Phillips
Title Associate
Division Private Equity
Location Chicago
Evan Phillips joined Vista Equity Partners in 2022. Mr. Phillips currently works with the firm’s investment in Duck Creek Technologies. He was actively involved with the firm’s investments in KnowBe4, Salesloft and Naviga.
Prior to joining Vista as an Analyst, Mr. Phillips worked as an intern in Vista’s Private Equity group.
Education
B.A. in Economics and Computer Science, Bowdoin College
Maya Ramakrishnan
Associate
Private Equity
San Francisco
Name Maya Ramakrishnan
Title Associate
Division Private Equity
Location San Francisco
Maya Ramakrishnan joined Vista Equity Partners in 2022. Ms. Ramakrishnan currently works with the firm’s investments in Mindbody and PlanSource. She was also actively involved with the firm’s investment in Model N.
Prior to joining Vista, Ms. Ramakrishnan was an Investment Analyst in the Credit Investments group at PSP Investments, where she executed investments in middle market and large-cap private equity and leveraged finance (including preferred equity) transactions across the software and technology sectors.
Education
B.A. in Economics, University of Pennsylvania
Jennifer Harrigan
Managing Director, Strategic Client Relationships
OneVista
New York
Name Jennifer Harrigan
Title Managing Director, Strategic Client Relationships
Division OneVista
Location New York
Jennifer Harrigan joined the Value Creation Team in 2020 as the strategic client management officer for OneVista. She is responsible for strengthening strategic relationships between Vista Equity Partners portfolio companies and their top tier clients by elevating our portfolio companies’ visibility within large enterprises.
Prior to joining One Vista, Ms. Harrigan spent over 20 years in enterprise sales at Microsoft.
Polly Roth
Associate
Private Equity
Chicago
Name Polly Roth
Title Associate
Division Private Equity
Location Chicago
Polly Roth joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Ms. Roth worked as an intern in Vista’s Private Equity group.
Education
B.A. in Economics, University of Southern California
M.S. in Applied Econometrics, University of Southern California
Sarah Sbar
Associate
Private Equity
Austin
Name Sarah Sbar
Title Associate
Division Private Equity
Location Austin
Sarah Sbar joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Sbar was an Investment Banking Summer Analyst at Evercore.
Education
B.A. in Economics and English, Northwestern University
Alex Schlesinger
Associate
Private Equity
Chicago
Name Alex Schlesinger
Title Associate
Division Private Equity
Location Chicago
Alex Schlesinger joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Mr. Schlesinger worked as an intern in Vista’s Private Equity group. Before his time at Vista, Mr. Schlesinger interned at Nomura Securities in the Global Markets Technology group.
Education
B.A. in Computer Science, Yeshiva University, magna cum laude
Prak Shukla
Associate
Private Equity
Austin
Name Prak Shukla
Title Associate
Division Private Equity
Location Austin
Prak Shukla joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Shukla was an Investment Banking Analyst at J.P. Morgan. Before his time at J.P. Morgan, Mr. Shukla was an Investment Banking Analyst at Piper Sandler.
Education
B.A. in Finance and Data Science, William & Mary
Lynn Molfetta
Vice President, Records and Information Management
Legal & Compliance
New York
Name Lynn Molfetta
Title Vice President, Records and Information Management
Division Legal & Compliance
Location New York
Lynn Molfetta joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Molfetta was the Information Governance Program Director at Citadel, where she was responsible for building out processes and technology across several high-profile initiatives. Before Citadel, she was an Information Governance Specialist at MC Bernstein Data, where she assisted companies in managing information risks and data privacy. Prior to MC Bernstein, she was the Global Head of Records Management for both Deutsche Bank and Citigroup.
Education
B.A. in Organizational Behavior and Communications, New York University
Andee Song
Associate
Private Equity
Chicago
Name Andee Song
Title Associate
Division Private Equity
Location Chicago
Andee Song joined Vista Equity Partners in 2021.
Prior to joining Vista, Ms. Song was a Private Equity intern at One Peak Partners. Before her time at One Peak, Ms. Song was an Investment Banking Summer Analyst at Rothschild.
Education
B.A. in Economics and Computer Science, University of Chicago, magna cum laude
Tyler Kellner
Vice President
Permanent Capital
Chicago
Name Tyler Kellner
Title Vice President
Division Permanent Capital
Location Chicago
Tyler Kellner joined Vista Equity Partners in 2012 and is a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Kellner currently works with the firm’s investments in Accelya and Ellucian. He currently sits on the board of Accelya. Mr. Kellner was actively involved with the firm’s investments in COMPLY, DealerSocket, EagleView, Forcepoint, Fusion Risk Management, SirsiDynix, Vivid Seats (NASDAQ: SEAT), Websense and WorkTango.
Prior to joining Vista, Mr. Kellner worked in the Technology group at William Blair in Chicago. While at William Blair, Mr. Kellner advised clients in a variety of verticals including software, communications and infrastructure technologies. These projects included buy-side and sell-side transactions, public and private financings, and other strategic initiatives.
Education
B.S. in Finance, Wake Forest University, magna cum laude
Renee Spillane
Associate
Private Equity
Austin
Name Renee Spillane
Title Associate
Division Private Equity
Location Austin
Renee Spillane joined Vista Equity Partners in 2020. Ms. Spillane currently works with the firm’s investments in Energy Exemplar, ESO Solutions and Granicus.
Prior to joining Vista as an Analyst, Ms. Spillane worked as an intern in the Private Equity group at Vista.
Education
B.S. in Commerce, University of Virginia, McIntire School of Commerce
Emily van der Veen
Associate
Private Equity
Austin
Name Emily van der Veen
Title Associate
Division Private Equity
Location Austin
Emily van der Veen joined Vista Equity Partners in 2022.
Prior to joining Vista as an Analyst, Ms. van der Veen worked as an intern in Vista’s Private Equity group. Before her time at Vista, Ms. van der Veen interned at Guggenheim Partners.
Education
B.A. in Neuroscience and Economics, Colby College, summa cum laude
Charlotte Wang
Associate
Private Equity
San Francisco
Name Charlotte Wang
Title Associate
Division Private Equity
Location San Francisco
Charlotte Wang joined Vista Equity Partners in 2023. Ms. Wang currently works with the firm’s investments in BigTime and WorkTango. She was also actively involved with the firm’s investment in Ellucian.
Prior to joining Vista, Ms. Wang was an Investment Banking Analyst at Moelis & Company.
Education
B.A. in Economics, University of Chicago, summa cum laude
John Yoon
Associate
Private Equity
Austin
Name John Yoon
Title Associate
Division Private Equity
Location Austin
Education
B.S. in Management Science, University of California, San Diego
Annie Zhao
Associate
Private Equity
San Francisco
Name Annie Zhao
Title Associate
Division Private Equity
Location San Francisco
Annie Zhao joined Vista Equity Partners in 2021. Ms. Zhao currently works with the firm’s investments in InvoiceCloud, Quickbase, Salesloft and SimplePractice.
Prior to joining Vista, Ms. Zhao was an Investment Banking Summer Analyst at Goldman Sachs in the Technology, Media and Telecommunications group.
Education
A.B. in Economics and Psychology, Harvard College, summa cum laude
Kathryn Zhao
Associate
Private Equity
Chicago
Name Kathryn Zhao
Title Associate
Division Private Equity
Location Chicago
Kathryn Zhao joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Zhao was a Growth Equity Summer Analyst at Summit Partners.
Education
B.S. in Mathematics with Computer Science, Massachusetts Institute of Technology
B.S. in Management, Massachusetts Institute of Technology
Savannah Deaver
Associate, Business Development
Private Equity, Foundation
Name Savannah Deaver
Title Associate, Business Development
Division Private Equity, Foundation
Location
Savannah Deaver joined Vista Equity Partners in 2024. Ms. Deaver focuses on project management and strategic planning for the Foundation Fund.
Prior to joining Vista, Ms. Deaver was a Commercial Operations Manager at FORTNA, where she led sales operations and pipeline management initiatives.
Education
B.S. in Supply Chain and Information Management, College of Charleston
Solomon Abdella
Analyst
Private Equity
Chicago
Name Solomon Abdella
Title Analyst
Division Private Equity
Location Chicago
Solomon Abdella joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Abdella was a Senior Consultant at Deloitte, where he focused on mergers and acquisitions strategy and diligence.
Education
B.S. in Business Administration and Accounting, University of Southern California
Cai Banks
Analyst
Private Equity
Chicago
Name Cai Banks
Title Analyst
Division Private Equity
Location Chicago
Cai Banks joined Vista Equity Partners in 2024.
Prior to joining Vista as an Analyst, Mr. Banks participated in Vista’s Private Equity Summer Analyst Program.
Education
B.A. in Financial Economics, Columbia University
Zach Barry
Analyst
Private Equity
Austin
Name Zach Barry
Title Analyst
Division Private Equity
Location Austin
Zach Barry joined Vista Equity Partners in 2024.
Prior to joining Vista as an Analyst, Mr. Barry participated in Vista’s Private Equity Summer Analyst Program.
Education
B.A. in Political Science, Duke University
Mark Blekherman
Analyst
Private Equity
San Francisco
Name Mark Blekherman
Title Analyst
Division Private Equity
Location San Francisco
Mark Blekherman joined Vista Equity Partners in 2023.
Prior to joining Vista as an Analyst, Mr. Blekherman participated in Vista’s Private Equity Summer Analyst program.
Education
B.S. in Economics, The Wharton School, University of Pennsylvania, summa cum laude
B.A. in International Studies, University of Pennsylvania, summa cum laude
Sander Brissman
Analyst
Private Equity
Chicago
Name Sander Brissman
Title Analyst
Division Private Equity
Location Chicago
Education
B.S. in Finance, University of Illinois at Urbana-Champaign
Phoebe Cahill
Analyst
Private Equity
Chicago
Name Phoebe Cahill
Title Analyst
Division Private Equity
Location Chicago
Phoebe Cahill joined Vista Equity Partners in 2024.
Prior to joining Vista as an Analyst, Ms. Cahill participated in Vista’s Private Equity Summer Analyst Program.
Education
B.A. in Economics and History, Northwestern University, summa cum laude
Ryan Chambliss
Analyst
Private Equity
Chicago
Name Ryan Chambliss
Title Analyst
Division Private Equity
Location Chicago
Ryan Chambliss joined Vista Equity Partners in 2024.
Prior to joining Vista as an Analyst, Mr. Chambliss participated in Vista’s Private Equity Summer Analyst Program.
Education
B.A. in Economics and Classical Studies, Swarthmore College
Joseph Dowdall
Analyst
Private Equity
Austin
Name Joseph Dowdall
Title Analyst
Division Private Equity
Location Austin
Joseph Dowdall joined Vista Equity Partners in 2023.
Prior to joining Vista as an Analyst, Mr. Dowdall worked as an Intern in Vista’s Private Equity and Research groups.
Education
B.B.A. in Business Honors and Finance, The University of Texas at Austin, with high honors
B.A. in Plan II Honors, The University of Texas at Austin, with high honors
Abhi Gorjala
Analyst
Private Equity
Austin
Name Abhi Gorjala
Title Analyst
Division Private Equity
Location Austin
Abhi Gorjala joined Vista Equity Partners in 2024.
Prior to joining Vista as an Analyst, Mr. Gorjala participated in Vista’s Private Equity Summer Analyst Program.
Education
B.A. in Business, Concentration in Finance, Rice University, magna cum laude
Kelly Gourrier
Analyst
Private Equity
Austin
Name Kelly Gourrier
Title Analyst
Division Private Equity
Location Austin
Kelly Gourrier joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Gourrier participated in Vista’s Private Equity Summer Analyst program.
Education
B.S. in Mathematics, Duke University, cum laude
B.S. in Economics, Duke University, cum laude
Anna Greenthal
Analyst
Private Equity
Chicago
Name Anna Greenthal
Title Analyst
Division Private Equity
Location Chicago
Anna Greenthal joined Vista Equity Partners in 2024.
Prior to joining Vista as an Analyst, Ms. Greenthal participated in Vista’s Private Equity Summer Analyst Program. Before Vista, Ms. Greenthal was an InvesTech Intern at Wellington Management.
Education
B.A. in Economics, Wellesley College, magna cum laude
Kaelyn Ha
Analyst
Private Equity
Austin
Name Kaelyn Ha
Title Analyst
Division Private Equity
Location Austin
Education
A.B. in Economics and Psychology, Harvard College, cum laude
Joshua Honorat
Analyst
Private Equity
Chicago
Name Joshua Honorat
Title Analyst
Division Private Equity
Location Chicago
Joshua Honorat joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Honorat was an Investment Banking Summer Analyst at Morgan Stanley, where he worked in the Global Industrials group.
Education
B.S. in Industrial and Systems Engineering, University of Florida
M.S. in Finance, Hough Graduate School of Business, University of Florida
Alessandra Jacimovic
Analyst
Private Equity
San Francisco
Name Alessandra Jacimovic
Title Analyst
Division Private Equity
Location San Francisco
Alessandra Jacimovic joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Jacimovic was an Associate at EY-Parthenon Software Strategy Group, where she conducted product, technology and commercial diligence of software companies on behalf of private equity investors.
Education
B.S. in Computer Science, Tufts University, magna cum laude
Kojo Amarteyfio
Senior Associate
Permanent Capital
Austin
Name Kojo Amarteyfio
Title Senior Associate
Division Permanent Capital
Location Austin
Kojo Amarteyfio joined Vista Equity Partners in 2018 and is a member of Vista Equity Partners Perennial, the firm’s permanent capital investment fund. Mr. Amarteyfio currently works with the firm’s investments in Accelya, EAB and Ellucian. He was actively involved with the firm’s investments in BlueConic, LogicMonitor, Quickbase, Tribute Technology and Vena Solutions.
Prior to joining Vista, Mr. Amarteyfio worked as an Associate at Barclays in New York in the Securitized Products Origination and Technology Investment Banking group. While at Barclays, Mr. Amarteyfio covered clients across the software, payments and business and information services verticals.
Education
B.A. in Economics, Skidmore College, magna cum laude
Connor Jones
Analyst
Private Equity
Austin
Name Connor Jones
Title Analyst
Division Private Equity
Location Austin
Connor Jones joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Jones was an Associate at Oliver Wyman.
Education
B.ChE. in Chemical Engineering, Auburn University, summa cum laude
Ahiti Juarez
Analyst
Private Equity
Austin
Name Ahiti Juarez
Title Analyst
Division Private Equity
Location Austin
Ahiti Juarez joined Vista Equity Partners in 2024.
Prior to joining Vista as an Analyst, Mr. Juarez participated in Vista’s Private Equity Summer Analyst Program.
Education
B.S. in Finance and Real Estate, Santa Clara University, magna cum laude
Trent Kunas
Analyst
Private Equity
Austin
Name Trent Kunas
Title Analyst
Division Private Equity
Location Austin
Trent Kunas joined Vista Equity Partners in 2023.
Prior to joining Vista as an Analyst, Mr. Kunas was a Senior Consultant on Vista’s Value Creation Team.
Education
B.A. in Economics, Indiana University
James Kuntz
Analyst
Private Equity
Chicago
Name James Kuntz
Title Analyst
Division Private Equity
Location Chicago
Education
B.A. in History, Northwestern University
Ikenna Mbah
Analyst
Private Equity
Austin
Name Ikenna Mbah
Title Analyst
Division Private Equity
Location Austin
Ikenna Mbah joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Mbah was an Associate at Wellington Management.
Education
B.A. in Economics, The University of Texas at Austin
Lizzy Mitchell
Analyst
Private Equity
Austin
Name Lizzy Mitchell
Title Analyst
Division Private Equity
Location Austin
Lizzy Mitchell joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Mitchell was an Intern at Commonfund Capital.
Education
B.A. in Economics, Claremont McKenna College, cum laude
Sonali Mohnani
Analyst
Private Equity
Austin
Name Sonali Mohnani
Title Analyst
Division Private Equity
Location Austin
Sonali Mohnani joined Vista Equity Partners in 2022. She was actively involved with the firm’s investment in Benchmark Gensuite.
Prior to joining Vista, Ms. Mohnani was an intern at Investec Asset Management.
Education
B.S. in Finance, New York University
B.S. in Computing and Data Science, New York University
Masters in Financial Analysis, London Business School
Mauro Molina
Analyst
Private Equity
Austin
Name Mauro Molina
Title Analyst
Division Private Equity
Location Austin
Mauro Molina joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Molina was an Equity Research Analyst at Piper Sandler & Co.
Education
B.B.A. in Finance, University of Houston
Hari Narayanan
Analyst
Private Equity
Chicago
Name Hari Narayanan
Title Analyst
Division Private Equity
Location Chicago
Hari Narayanan joined Vista Equity Partners in 2024.
Prior to joining Vista as an Analyst, Mr. Narayanan participated in Vista’s Private Equity Summer Analyst Program.
Education
A.B. in Applied Mathematics, Harvard College, magna cum laude
S.M. in Computational Science and Engineering, Harvard University
Ashley Osiason
Analyst
Private Equity
Austin
Name Ashley Osiason
Title Analyst
Division Private Equity
Location Austin
Ashley Osiason joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Osiason worked in Business Operations and Strategy at Kyte. Before Kyte, Ms. Osiason worked as an intern in the Private Equity group at Vista.
Education
B.S. in Economics, The Wharton School, University of Pennsylvania, summa cum laude
Jimin Robinson
Analyst
Private Equity
Chicago
Name Jimin Robinson
Title Analyst
Division Private Equity
Location Chicago
Jimin Robinson joined Vista Equity Partners in 2024.
Prior to joining Vista as an Analyst, Mr. Robinson participated in Vista’s Private Equity Summer Analyst Program.
Education
B.A. in Financial Economics, Columbia University
Annie Shi
Analyst
Private Equity
Austin
Name Annie Shi
Title Analyst
Division Private Equity
Location Austin
Annie Shi joined Vista Equity Partners in 2023.
Prior to joining Vista as an Analyst, Ms. Shi participated in Vista’s Private Equity Summer Analyst program.
Education
B.A. in Economics and Mathematics, Boston University, magna cum laude
Alyssa Shteyn
Analyst
Private Equity
Chicago
Name Alyssa Shteyn
Title Analyst
Division Private Equity
Location Chicago
Alyssa Shteyn joined Vista Equity Partners in 2023.
Prior to joining Vista as an Analyst, Ms. Shteyn participated in Vista’s Private Equity Summer Analyst program. Before Vista, Ms. Shteyn was a Private Equity Summer Analyst at GTCR.
Education
B.A., University of Chicago
Colin Smith
Analyst
Private Equity
Chicago
Name Colin Smith
Title Analyst
Division Private Equity
Location Chicago
Colin Smith joined Vista Equity Partners in 2023.
Prior to joining Vista as an Analyst, Mr. Smith participated in Vista’s Private Equity Summer Analyst and Frontier Fellows programs.
Education
B.S. in Mechanical Engineering, Howard University
Isaac Truong
Analyst
Private Equity
San Francisco
Name Isaac Truong
Title Analyst
Division Private Equity
Location San Francisco
Isaac Truong joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Truong was an Investment Analyst at General Atlantic. Before General Atlantic, Mr. Truong worked as an Investment Banking Summer Analyst at Moelis & Company.
Education
B.S. in Business Administration, University of California, Berkeley, summa cum laude
Lani Uyeno
Analyst
Private Equity
Chicago
Name Lani Uyeno
Title Analyst
Division Private Equity
Location Chicago
Lani Uyeno joined Vista Equity Partners in 2023.
Prior to joining Vista as an Analyst, Ms. Uyeno participated in Vista’s Private Equity Summer Analyst program. Before Vista, Ms. Uyeno was an Intern at Goldman Sachs in the Healthcare Investment Banking group.
Education
B.A. in Psychology, Amherst College, magna cum laude
Jack Warden
Analyst
Private Equity
Chicago
Name Jack Warden
Title Analyst
Division Private Equity
Location Chicago
Jack Warden joined Vista Equity Partners in 2023. Mr. Warden was actively involved with the firm’s investment in Gnosis Freight.
Prior to joining Vista as an Analyst, Mr. Warden participated in Vista’s Private Equity Summer Analyst program.
Education
B.A. in Economics, Princeton University, summa cum laude
Gelila Yimam
Analyst
Private Equity
Chicago
Name Gelila Yimam
Title Analyst
Division Private Equity
Location Chicago
Gelila Yimam joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Yimam spent two summers as an Investment Banking Summer Analyst in Morgan Stanley’s Tech Coverage group.
Education
B.E. in Operations Research and Computer Science, Columbia University
Albert Zhang
Analyst
Private Equity
Austin
Name Albert Zhang
Title Analyst
Division Private Equity
Location Austin
Albert Zhang joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Zhang was an Investment Banking Summer Analyst at Evercore Partners, where he worked in the firm’s Technology M&A group.
Education
B.S. in Symbolic Systems, Stanford University
Brendan Devine
Analyst, Business Development
Private Equity, Endeavor
Austin
Name Brendan Devine
Title Analyst, Business Development
Division Private Equity, Endeavor
Location Austin
Brendan Devine joined Vista Equity Partners in 2023 and focuses on business development and deal origination for the Endeavor Fund.
Prior to joining Vista, Mr. Devine was an Account Development Representative at MuleSoft, where he focused on pipeline generation.
Education
B.S. in Learning and Organizational Change, Northwestern University
Hannah Ferry
Analyst, Business Development
Private Equity, Endeavor
Austin
Name Hannah Ferry
Title Analyst, Business Development
Division Private Equity, Endeavor
Location Austin
Hannah Ferry joined Vista Equity Partners in 2024 and focuses on business development and deal origination for the Endeavor Fund.
Prior to joining Vista, Ms. Ferry was a Research Associate at Korn Ferry, where she developed sourcing strategies for the healthcare services sector.
Education
B.A. in Public Policy, Duke University
M.B.A., Fuqua School of Business, Duke University
Abigail Ker
Analyst, Business Development
Private Equity, Endeavor
Austin
Name Abigail Ker
Title Analyst, Business Development
Division Private Equity, Endeavor
Location Austin
Abigail Ker joined Vista Equity Partners in 2022 and focuses on business development and deal origination for the Endeavor Fund.
Prior to joining Vista, Ms. Ker was a Sales Development Representative at DISCO, where she was responsible for growing sales pipelines and prospecting leads with a multi-channel approach.
Education
M.A. in Management and Sustainable Development, University of St. Andrews, with honors
Danielle Nunn
Analyst, Business Development
Private Equity, Endeavor
Austin
Name Danielle Nunn
Title Analyst, Business Development
Division Private Equity, Endeavor
Location Austin
Danielle Nunn joined Vista Equity Partners in 2024 and focuses on building out the operational processes of the business development team for efficient deal origination for the Endeavor Fund.
Prior to joining Vista, Ms. Nunn was a Senior Associate at Clarify Health, where she focused on customer success initiatives for clients in the healthcare sector.
Education
B.S. in Public Health, University of California, San Diego
Eric Maestri
Analyst, Business Development
Private Equity, Endeavor
Austin
Name Eric Maestri
Title Analyst, Business Development
Division Private Equity, Endeavor
Location Austin
Eric Maestri joined Vista Equity Partners in 2023 and focuses on business development and deal origination for the Endeavor Fund.
Prior to joining Vista, Mr. Maestri was an Account Executive at Certinia, where he was responsible for building pipeline and closing deals for the services-as-a-business platform.
Education
B.S. in Finance, Virginia Tech
Michael Savoca
Analyst, Business Development
Private Equity, Endeavor
Austin
Name Michael Savoca
Title Analyst, Business Development
Division Private Equity, Endeavor
Location Austin
Michael Savoca joined Vista Equity Partners in 2022 and was on the Research team before joining the Endeavor Business Development team in 2023.
Prior to joining Vista, Mr. Savoca focused on institutional equity sales at Dawson James Securities. Before Dawson James, he was a Revenue Management Analyst at Royal Caribbean Cruises.
Education
B.S. in Hospitality Management and Tourism, Florida State University
Joshua Wainwright
Analyst, Business Development
Private Equity, Endeavor
Austin
Name Joshua Wainwright
Title Analyst, Business Development
Division Private Equity, Endeavor
Location Austin
Joshua Wainwright joined Vista Equity Partners in 2024 and focuses on business development and deal origination for the Endeavor Fund.
Prior to joining Vista, Mr. Wainwright was a Strategy Consultant at BTS Group, where he focused on business development efforts. Before BTS, Mr. Wainwright was a Market Analyst at the American Society of Composers, Authors and Publishers, where he conducted research and analysis of the music industry.
Education
B.A. in Sociology, Columbia University
Alan Kerr
Managing Director, Go-to-Market
Value Creation Team
Austin
Name Alan Kerr
Title Managing Director, Go-to-Market
Division Value Creation Team
Location Austin
Alan Kerr joined the Value Creation Team in 2021 and is the Managing Director of Go-To-Market.
Prior to joining Vista, Mr. Kerr was Chief Revenue Officer at Diebold Nixdorf and also Head of Software, where he led the strategy and execution of the Company’s software solutions, specifically its emerging leadership in digital banking and connected commerce. Before Diebold Nixdorf, Mr. Kerr held executive and leadership positions at several enterprise software companies, including Kofax, HPSoftware, Peregrine Systems, Ascential Software and Informix Software.
Marina Capeto Novello
Vice President, Legal
Legal & Compliance
Name Marina Capeto Novello
Title Vice President, Legal
Division Legal & Compliance
Location
Marina Capeto Novello joined Vista in 2022 and is responsible for transactional and corporate matters for Vista Credit Partners.
Prior to joining Vista, Ms. Novello worked at Carlyle, where she focused on global legal investments for the firm’s global credit platform. Before Carlyle, Ms. Novello was an Associate at Debevoise & Plimpton, where she advised clients on investment grade acquisition finance and leveraged financings, restructurings and other corporate finance transactions. Prior to Debevoise & Plimpton, Ms. Novello practiced law in Brazil, focusing predominantly on project finance.
Education
LL.M., Columbia Law School, Columbia University
LL.M., Corporate Law, Instituto de Ensino e Pesquisa
J.D., Pontifíca Universidade Catolica de São Paulo
Elizabeth Knuppel
Managing Director, Talent
Value Creation Team
Name Elizabeth Knuppel
Title Managing Director, Talent
Division Value Creation Team
Location
Elizabeth Knuppel joined the Value Creation Team in 2022 as a Managing Director of Talent and is also currently a member of the private equity Flagship team. Ms. Knuppel works with the firm’s investments in iCIMS and KnowBe4.
Prior to joining Vista, Ms. Knuppel was an Operating Partner at TCV, where she drove operational improvements in portfolio companies impacting go-to-market, product strategy, talent and customer success. Before TCV, Ms. Knuppel was Chief Administrative Officer at Vertafore (a former Vista company), where she led the company’s strategic workforce initiatives. Prior to Vertafore, Ms. Knuppel held executive leadership roles at Ericsson, Alliance Data Systems and CEB (now Gartner).
Education
B.S. in Business Administration, University of Missouri-Columbia
M.B.A., Duke University
Doug Owens
Managing Director, Business Operations
Value Creation Team
Austin
Name Doug Owens
Title Managing Director, Business Operations
Division Value Creation Team
Location Austin
Doug Owens joined the Value Creation Team in 2021 as a Managing Director of Business Systems, Finance and Administration. Mr. Owens previously served as Senior Vice President of Operations at Vista Equity Partners and was a member of the private equity Flagship team, joining the firm in 2019.
Prior to rejoining Vista in 2019, Mr. Owens was CFO at PDI Software, where he was responsible for the finance, accounting and risk management aspects of the business. Before PDI, Mr. Owens was Managing Director and Program Director at Vista Consulting Group, where he led the Finance and Administration practice. Prior to Vista Consulting Group, Mr. Owens was Vice President and Divisional CFO at NCR Corporation, where he oversaw the company’s hospitality industry. Mr. Owens began his career as a Certified Public Accountant at EY.
Education
B.S. in Accounting, Bloomsburg University of Pennsylvania
M.B.A. in Finance, American University
Eric Webb
Managing Director, Technology and Diligence
Value Creation Team
Name Eric Webb
Title Managing Director, Technology and Diligence
Division Value Creation Team
Location
Eric Webb joined Vista Equity Partners in 2015. Mr. Webb leads the firmwide technology and diligence practice, working with Vista investment professionals and portfolio company executives to evaluate current and new Vista companies to strengthen their operations.
Prior to Vista, Mr. Webb led cloud networking engineering teams at Rackspace. Before his time at Rackspace, Mr. Webb was CEO of Motigent, a medical startup software company. Prior to Motigent, Mr. Webb held various management and architecture roles at Harland Clarke and Texas A&M University.
Education
B.B.A in Management Information Systems, Texas A&M University
Christine Poile
Vice President, Legal, Senior Counsel
Legal & Compliance
New York
Name Christine Poile
Title Vice President, Legal, Senior Counsel
Division Legal & Compliance
Location New York
Christine Poile joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Poile was a Vice President at Blackstone, where she was responsible for overseeing legal matters related to its GP stakes investment platform. Before Blackstone, she was an Associate in the Private Equity group at Goodwin, where she represented private equity, growth equity and venture capital financial sponsors as well as their portfolio companies.
Education
B.A. in Political Science, McGill University
J.D., Georgetown University Law Center, cum laude
Keith Shoates
Vice President
Office of the CEO
Name Keith Shoates
Title Vice President
Division Office of the CEO
Location
Keith Shoates joined Vista Equity Partners in 2018 and is responsible for integrating strategic planning, operations, corporate communications and corporate initiatives in support of the firm’s Founder, Chairman and CEO, Robert F. Smith.
Prior to joining Vista, Mr. Shoates worked as a Director at Integrity Applications Incorporated (IAI), where he built the firm’s portfolio in Northern Virginia. His primary focus was the delivery of enterprise information technology solutions for federal agencies of the U.S. government, with an emphasis on the Department of Defense and the Intelligence Community. Before joining IAI, Mr. Shoates served 24 years in the U.S. Air Force as an Acquisition and Project Management Specialist for information technology, satellite, communications and command and control systems before retiring in 2011 at the rank of colonel.
Mr. Shoates is a member of the Information Technology Advisory Committee for the Northern Virginia Community College (NVCC). Composed of senior representatives of IT companies, this committee collaborates with NVCC to define curriculum and programs to develop an enduring pipeline of qualified IT professionals to meet the needs of IT companies within the greater Washington, D.C., metropolitan area. Mr. Shoates is the Founding Director and President of A View From Grace Foundation, which is dedicated to improving financial literacy, with an emphasis on continuous education, personal financial planning, debt reduction and 529 College Savings Plans for individuals and families. Mr. Shoates also sits on the boards of the Prostate Cancer Foundation, Student Freedom Initiative and Hello Alice.
Education
B.S. in Electrical Engineering, Cornell University
Master of Engineering in Electrical Engineering, Cornell University
M.B.A., Chapman University, Argyros School of Business & Economics
Master of Military Operational Art and Science, Air University
Ross Teune
Vice President, VCP Finance
Finance
Name Ross Teune
Title Vice President, VCP Finance
Division Finance
Location
Ross Teune joined Vista Equity Partners in 2023.
Prior to joining Vista, Mr. Teune was Chief Financial Officer at OFS Capital Management, where he oversaw all financial activities for the company’s publicly traded vehicles and registered investment adviser. Prior to OFS, Mr. Teune worked at Golub Capital as Chief Financial Officer and Treasurer for their publicly traded business development company.
Education
B.S. in Accounting, Hope College
Lindsay Thorvaldsen
Vice President
Human Resources
New York
Name Lindsay Thorvaldsen
Title Vice President
Division Human Resources
Location New York
Lindsay Thorvaldsen joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Thorvaldsen was Global Head of Human Resources at Instinet, where she directed the company’s HR strategy and operations efforts. Before Instinet, Ms. Thorvaldsen was an HR Business Partner at Fragomen, Del Rey, Bernsen & Loewy, LLP, where she supported the firm’s global offices across all facets of HR, from recruitment to onboarding and relocation assistance.
Education
B.A. in Management, Gettysburg College
Bessie Watts
Vice President
Office of the CEO
Name Bessie Watts
Title Vice President
Division Office of the CEO
Location
Bessie Watts joined Vista Equity Partners in 2020. Ms. Watts was named one of Insider’s 100 People Transforming Business in 2022 and to Diligent’s Modern Governance 100: ESG & Diversity Trailblazers in 2021.
Prior to joining Vista, Ms. Watts worked as a Director at CARE USA serving as the Operational Lead and Chief of Staff to the Innovation team and Chief Innovation Officer. Before her time with CARE USA, Bessie spent the majority of her career at Morgan Stanley.
Education
B.A. in International Affairs, Spelman College
M.S.F.S., School of Foreign Service, Georgetown University
David Yu
Vice President
Office of the CEO
New York
Name David Yu
Title Vice President
Division Office of the CEO
Location New York
David Yu joined Vista in 2019 and is involved in firm strategy, growth initiatives and other firm priorities.
Before joining Vista, Mr. Yu was an investment professional at H.I.G. Capital, where he focused on buyout investments across a range of industries. Prior to H.I.G., he worked at J.P. Morgan in the Technology, Media and Telecommunications Group in New York and Hong Kong.
Education
B.S. in Finance and Accounting, Stern School of Business, New York University
Lauren Ateyeh
Director, GP Accounting & Reporting
Finance
Name Lauren Ateyeh
Title Director, GP Accounting & Reporting
Division Finance
Location
Lauren Ateyeh joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Ateyeh was a Finance Director at Bain Capital, where she was responsible for operational, accounting, tax and reporting functions for the firm’s investments. Before Bain, Ms. Ateyeh was a Senior Associate at Deloitte, where she provided tax compliance and consulting services for clients. Ms. Ateyeh is also a licensed CPA in the state of Massachusetts.
Education
B.B.A. in Accounting, University of Notre Dame
Megan Burke
Director, Tax
Finance
San Francisco
Name Megan Burke
Title Director, Tax
Division Finance
Location San Francisco
Megan Burke joined Vista Equity Partners in 2020. Ms. Burke is responsible for tax compliance for Vista’s funds, including global information reporting.
Prior to joining Vista, Ms. Burke worked at PwC in the Asset and Wealth Management practice where she worked with private equity and venture capital firms on tax consulting and compliance projects.
Education
B.S. in Accountancy, Villanova University
MACC, Master of Accounting and Professional Consultancy, Villanova University
John Coyle
Director
Finance
San Francisco
Name John Coyle
Title Director
Division Finance
Location San Francisco
John Coyle joined Vista Equity Partners in 2016 and is a Director. Mr. Coyle manages the financial operations and reporting of Vista’s credit funds.
Prior to joining Vista, Mr. Coyle worked as Assistant Controller at WMD Asset Management, where he was responsible for the financial operations and reporting for the investment funds. Before his time at WMD, he worked as a Manager of Investment Operations at KKR, where he was responsible for investment operations and performance reporting of KKR’s credit funds. Prior to KKR, Mr. Coyle worked as a Staff Accountant at Rothstein Kass.
Education
B.A. in Business Economics and Spanish, UC Santa Barbara
Hannah Cushing
Director
ESG
New York
Name Hannah Cushing
Title Director
Division ESG
Location New York
Hannah Cushing joined Vista Equity Partners in 2021 and is responsible for the implementation of Environmental, Social and Governance initiatives across the firm’s operations and investments.
Prior to joining Vista, Ms. Cushing was a Manager of Climate and Financial Services at Business for Social Responsibility, where she consulted with private equity firms to implement ESG, impact and climate transition investment strategies. Before BSR, Ms. Cushing was a Senior Associate at Sustainalytics, leveraging the firm’s ESG research for clients. Ms. Cushing began her career at CDP (formerly the Carbon Disclosure Project), where she worked with Fortune 500 companies to measure and manage their climate risks.
Education
B.A. in Economics and Environmental Studies, Vassar College
Sara Davies
Director, Technology Recruiting
Human Resources
Austin
Name Sara Davies
Title Director, Technology Recruiting
Division Human Resources
Location Austin
Sara Davies joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Davies was the Founder of and led Technical Recruiting for Emsworth Group. Before Emsworth, Ms. Davies was Head of Technical Recruitment at Point72, where she led the build-out of the company’s new office in Warsaw, Poland, as well as the build-out of the Technology team globally. During her time at Point72, Ms. Davies also provided technical recruiting support for the New York Mets. Prior to joining Point72, she led Technical Recruiting for Millennium Management.
Education
B.A. in Business and Marketing Management, Oxford Brookes University
Amitabh Desai
Director
Office of the CEO
New York
Name Amitabh Desai
Title Director
Division Office of the CEO
Location New York
Ami Desai joined Vista Equity Partners in 2020 and supports the firm’s founder, Robert F. Smith, as his Chief of Staff, assists portfolio companies and limited partners, and develops strategic initiatives in the U.S. and globally.
Prior to joining Vista, Mr. Desai served as President Clinton’s Foreign Policy Adviser for 13 years, where he oversaw international strategy, led new partnerships, managed relationships with Heads of State, business leaders, philanthropists and nonprofits around the globe, and assisted all organizations and efforts involving the president.
Previously, Mr. Desai served as a Legislative Aide on foreign policy to then-Senator Hillary Rodham Clinton. Mr. Desai began his career at JPMorgan, working on mergers and acquisitions in the technology, media and telecom sectors. He also has experience at the United Nations, Crisis Group, Senator Ted Kennedy’s office and the Greater New York Hospital Foundation, where he helped build a technology platform to better connect low-income New Yorkers with health services.
Mr. Desai currently sits on the board of NPower, a nonprofit organization launching digital careers for military veterans and young adults from underserved communities.
Education
B.A. in Public Health, Johns Hopkins University
M.A. in Foreign Policy, Columbia University, School of International and Public Affairs
Tim Fendt
Director, Head of Platform Engineering
Information & Technology
Austin
Name Tim Fendt
Title Director, Head of Platform Engineering
Division Information & Technology
Location Austin
Tim Fendt joined Vista Equity Partners in 2024.
Prior to joining Vista, Mr. Fendt was the Engineering and Technology Manager at PAAY, a consumer authentication service provider. Before PAAY, he was the Director of Site Reliability Engineering at Vindex. Prior to Vindex, Mr. Fendt held several senior DevOps engineering positions across various sectors.
Education
B.S. in Computer Science, University of Wisconsin Oshkosh
Lindsay Ford
Director, Events
Marketing
Name Lindsay Ford
Title Director, Events
Division Marketing
Location
Lindsay Ford joined Vista Equity Partners in 2021 and is responsible for strategizing, planning and executing events on behalf of the firm’s portfolio companies.
Prior to joining Vista, Ms. Ford was an Events Account Manager for Black Flower Agency, which creates brand experiences for the luxury market. Before Black Flower, she was a Meeting and Event Manager at Martiz Global Events dedicated to the Molson Coors account.
Education
B.S. in Hospitality Leadership, DePaul University
Autumn Gloetzner
Director, Workplace Design and Construction
Human Resources
Name Autumn Gloetzner
Title Director, Workplace Design and Construction
Division Human Resources
Location
Autumn Gloetzner joined Vista Equity Partners in 2021. In her role, she oversees the design and construction for Vista’s real estate portfolio.
Prior to joining Vista, Ms. Gloetzner was a Workplace Leader at DLR Group, where she led and managed projects designing collaborative workspaces tailored to individual clients. While at DLR Group, she led the design of all six of Vista’s offices. Before DLR, Ms. Gloetzner was a Senior Designer at PDR, a design, architecture and consulting firm.
Education
B.Arch in Architecture, University of Houston, cum laude
B.S in Environmental Design, University of Houston, cum laude
Advanced Management, Executive Education, Jones Graduate School of Business, Rice University
Amanda Gonzalez
Director, Events
Marketing
Name Amanda Gonzalez
Title Director, Events
Division Marketing
Location
Amanda Gonzalez joined Vista Equity Partners in 2022 and is responsible for event operations and strategy.
Prior to joining Vista, Ms. Gonzalez was Global Head of Events, Securities Services at BNY Mellon, where she was responsible for global event strategy to drive sales enablement and marketing campaigns. Before serving as Global Head of Events, Ms. Gonzalez was Vice President of Treasury Services at BNY Mellon, where she managed events and led cross-functional teams including sales and relationship management, technology, corporate marketing and communications.
Education
B.S. in Business Administration, American University
Max Gross
Director, Strategic Communications
Firm Operations & Administration
New York
Name Max Gross
Title Director, Strategic Communications
Division Firm Operations & Administration
Location New York
Max Gross joined Vista Equity Partners in 2022 and is a Director of Strategic Communications.
Prior to joining Vista, Mr. Gross was a Managing Director at FGS Global. Before FGS Global, he was the Deputy Director of Research at the Office of the New York State Attorney General, where he led various public policy research initiatives. Mr. Gross began his career working for New York City, serving as a Senior Investigator for CCRB, the City’s civilian police oversight board.
Education
B.A. in Criminal Justice, The George Washington University
M.A. in Public Administration, Columbia University, School of International and Public Affairs
Jim Hansen
Director, Finance, Vista Public Strategies
Finance
Austin
Name Jim Hansen
Title Director, Finance, Vista Public Strategies
Division Finance
Location Austin
Jim Hansen joined Vista Public Strategies in 2023.
Prior to joining Vista, Mr. Hansen was Chief Operating Officer at Hill Country Asset Management, where he oversaw the launch of the firm’s flagship fund and was responsible for designing and implementing operational infrastructure to support equity and fixed-income products. Before Hill Country Asset Management, Mr. Hansen was Managing Director at MKP Capital Management, where he managed the middle office team, supporting all MKP investment teams and financing activity.
Education
B.S. in Finance, Saint Joseph’s University
Katie Hurley
Director
Human Resources
Austin
Name Katie Hurley
Title Director
Division Human Resources
Location Austin
Katie Hurley joined Vista Equity Partners in 2023 and is responsible for all aspects of human capital management for the employees within Vista’s Firm Operations and Capital & Partner Solutions teams, including talent management strategy, employee engagement and performance management.
Prior to joining Vista, Ms. Hurley was a Principal at Pzena Investment Management, where she advised on learning and development, performance, DE&I strategy, engagement and culture, and strategic talent management within the company.
Education
B.A. in Psychology, Indiana University
M.P.S. in Human Resources Management, Cornell University
Kris Johnston
Director
Marketing
Austin
Name Kris Johnston
Title Director
Division Marketing
Location Austin
Kris Johnston joined Vista Equity Partners in 2019 and is responsible for managing operational and team functions within the Marketing department. Before her current role, Ms. Johnston was responsible for the firm’s brand, digital and social media strategies.
Prior to joining Vista, Ms. Johnston was an Account Supervisor at INK Communications Co., where she led strategic communications efforts for B2B technology clients. Before INK, Ms. Johnston was a Senior Account Executive at Lois Paul and Partners. Prior to Lois Paul and Partners, Ms. Johnston was an Associate at Burson-Marsteller.
Education
B.S. in Public Relations, The University of Texas at Austin
Liz Jordan
Director, Events
Marketing
Name Liz Jordan
Title Director, Events
Division Marketing
Location
Liz Jordan joined Vista Equity Partners in 2022 and is responsible for planning, coordinating and executing the firm’s wide range of annual events.
Prior to joining Vista, Ms. Jordan was a Director of Corporate Events for Morgan Stanley. Before the Director role, she supported the Morgan Stanley team as a Business Support Manager at FIRST, a brand experience agency, where she focused on U.S. corporate access events.
Education
B.A. in Classics and Ancient Studies, Vassar College
Jennifer Lewis
Director, Investment Technology
Information & Technology
San Francisco
Name Jennifer Lewis
Title Director, Investment Technology
Division Information & Technology
Location San Francisco
Jennifer Lewis joined Vista Equity Partners in 2021. Ms. Lewis is responsible for the strategy and build-out of software solutions across Vista’s investment strategies.
Prior to joining Vista, Ms. Lewis worked at EarnUp, where she led business operations and strategy. Before EarnUp, Ms. Lewis held multiple roles at White Oak Global Advisors, where she was responsible for underwriting new private credit transactions, fundraising activities and technology acquisitions.
Education
B.S. in Finance and Economics, Merrimack College
Ryan Montoya
Director, Valuation
Finance
San Francisco
Name Ryan Montoya
Title Director, Valuation
Division Finance
Location San Francisco
Ryan Montoya joined Vista Equity Partners in 2022.
Prior to joining Vista, Mr. Montoya was a Director in the Credit Monitoring group at Golub Capital. Before Golub Capital, he spent over a decade at Valuation Research Corporation (VRC), where he held several positions, most recently as a Senior Vice President.
Education
B.A. in Economics, Pomona College
Rachel Murphy
Director
Marketing
Austin
Name Rachel Murphy
Title Director
Division Marketing
Location Austin
Rachel Murphy joined Vista Equity Partners in 2020 and contributes to the firm’s content marketing strategy and development.
Prior to joining Vista, Ms. Murphy was a Senior Content Manager at INK Communications Co., where she launched and led the company’s content team and formalized and expanded content service offerings for B2B technology clients. Before INK, she was an Associate Editor for Mass Appeal, a NY-based media and content company.
Education
B.A. in Business and Political Science, Trinity College Dublin
M.A., Journalism, New York University
John Musech
Director, VCP Finance
Finance
San Francisco
Name John Musech
Title Director, VCP Finance
Division Finance
Location San Francisco
John Musech joined Vista Equity Partners in 2019.
Prior to joining Vista, Mr. Musech was a Manager at RSM US, where he provided audit and attest services to investment companies, including private equity and VC funds, business development companies and small business investment companies. Mr. Musech is also a licensed CPA in the state of Illinois.
Education
B.S. in Accounting, Marquette University
Ellie Navaretta
Director & Counsel, Control Room
Legal & Compliance
New York
Name Ellie Navaretta
Title Director & Counsel, Control Room
Division Legal & Compliance
Location New York
Ellie Navaretta joined Vista Equity Partners in 2021 and manages Vista’s Control Room and Code of Ethics teams.
Prior to joining Vista, Ms. Navaretta was a Director in the Control Room at Morgan Stanley, responsible for the research and investment banking divisions. Before Morgan Stanley, Ms. Navaretta was an Associate Counsel at WorldWide Tech Services, where she focused on contract negotiation and employment law. She is also a member of the New York and Massachusetts bars.
Education
B.A. in Political Science, Villanova University, cum laude
J.D., Suffolk University Law School, cum laude
Maggie Spear
Associate, Operations
Capital & Partner Solutions
Austin
Name Maggie Spear
Title Associate, Operations
Division Capital & Partner Solutions
Location Austin
Prior to joining Vista, Ms. Spear was a Research Analyst at Omdia, where she published market research and analysis and managed primary research projects. Before Omdia, Ms. Spear was a Research Analyst at IHS Markit.
Education
B.A. in Economics and Chinese Language, University of Mississippi
Ashot Navasardyan
Director, Development
Office of the CEO
San Francisco
Name Ashot Navasardyan
Title Director, Development
Division Office of the CEO
Location San Francisco
Ashot Navasardyan joined Vista Equity Partners in 2014 and focuses on expanding international business opportunities.
Prior to joining Vista, Mr. Navasardyan managed investment projects and international business development at Interactive Brokers and was a Senior Investment Banker specializing in corporate finance and mergers and acquisitions at Spencer Clarke in New York. Mr. Navasardyan began his career as a Technology Consultant at Accenture and previously worked at the World Bank while completing his master’s at George Washington University.
Education
M.S. in Economics and Politics, London School of Economics
M.A. in International Policy, George Washington University
M.B.A., Columbia Business School
Dillon Cope
Senior Associate
Credit
New York
Name Dillon Cope
Title Senior Associate
Division Credit
Location New York
Dillon Cope joined Vista Credit Partners in 2020.
Prior to joining Vista, Mr. Cope served as an Associate in the Debt Capital Markets group at Bank of America Merrill Lynch in Hong Kong, where he focused on Investment Grade and High Yield credit origination and syndication. Before his time in Hong Kong, Mr. Cope worked as an Analyst in the Global Risk Management group in New York.
Education
B.A. in International Politics and Economics, Middlebury College
Jonathan Stenner
Associate, Operations
Capital & Partner Solutions
San Francisco
Name Jonathan Stenner
Title Associate, Operations
Division Capital & Partner Solutions
Location San Francisco
Prior to joining Vista, Mr. Stenner was an Executive Assistant at TPG Global. Before TPG, Mr. Stenner was a Marketing and Investor Relations Coordinator at Crosslink Capital.
Education
B.S. in Kinesiology, Westmont College
Alan Ngo
Director, Global Corporate Accounting
Finance
San Francisco
Name Alan Ngo
Title Director, Global Corporate Accounting
Division Finance
Location San Francisco
Alan Ngo joined Vista Equity Partners in 2014.
Prior to joining Vista, Mr. Ngo was a Senior General Ledger Accountant at Essex Property Trust where he was responsible for accounting and operational functions. Before Essex, Mr. Ngo was General Ledger Accountant at BRE Properties.
Education
B.A. in Business Economics, University of California, Santa Barbara
Keaton O’Neal
Director & Counsel, Portfolio Management
Legal & Compliance
Austin
Name Keaton O’Neal
Title Director & Counsel, Portfolio Management
Division Legal & Compliance
Location Austin
Keaton O’Neal joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. O’Neal was the Senior Product and Privacy Counsel at Canva. Before Canva, she was General Counsel at Social Solutions (now Bonterra, a Vista company). Prior to Social Solutions, Ms. O’Neal was Vice President and Associate General Counsel at Jellyvision. Ms. O’Neal is a member of the State Bar of Texas.
Education
B.A., Plan II Program, The University of Texas at Austin
J.D., The University of Texas School of Law
Conor Paur
Director, Compliance
Legal & Compliance
Austin
Name Conor Paur
Title Director, Compliance
Division Legal & Compliance
Location Austin
Conor Paur joined Vista Equity Partners in 2020.
Prior to joining Vista, Mr. Paur was at PIMCO, where he worked in investment advisor and broker dealer compliance. Before PIMCO, Mr. Paur was a Vice President at Goldman Sachs, where he oversaw asset management compliance. Mr. Paur began his career in the United States Marine Corps.
Education
B.A. in English Language and Literature, The University of Utah
M.S., Global Affairs, New York University
Kara Smith
Director, Recruiting
Human Resources
Austin
Name Kara Smith
Title Director, Recruiting
Division Human Resources
Location Austin
Kara Smith joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Smith worked at Goldman Sachs, where she was most recently a Vice President and served as the Global Recruiting Chief of Staff. Over her nearly nine years at Goldman, she held several other roles, including Vice President for the firm’s University Relations Recruiting team and Associate for the Diversity Campus Recruiting team.
Education
B.S. in Health Services Administration, James Madison University, magna cum laude
Rachel Stark
Director, Financial Planning & Analysis
Finance
San Francisco
Name Rachel Stark
Title Director, Financial Planning & Analysis
Division Finance
Location San Francisco
Rachel Stark joined Vista Equity Partners in 2015. Ms. Stark is responsible for managing financial reporting, planning and analysis for the firm.
Prior to joining Vista, Ms. Stark worked as a Finance Manager for Athleta. Before her time with Athleta, Ms. Stark worked at VF Corporation and Guess? in FP&A, and started her career at PricewaterhouseCoopers in the audit practice.
Education
B.A. in Business Economics, Emphasis in Accounting, UC Santa Barbara
M.B.A., UCLA Anderson School of Management
Elizabeth Starr
Director, Fund Finance
Finance
Name Elizabeth Starr
Title Director, Fund Finance
Division Finance
Location
Elizabeth Starr joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Starr was a Controller at Charlesbank Capital Partners, where she reviewed investment valuations and worked with the firm’s financial leaders to prepare financial statements, capital calls and distribution schedules. Before Charlesbank, Ms. Starr was a Senior Associate at EY, where she worked in the private client services practice.
Education
B.S. in Management, Boston College
Carter Tatum
Director, Talent
Human Resources
Austin
Name Carter Tatum
Title Director, Talent
Division Human Resources
Location Austin
Carter Tatum joined Vista Equity Partners in 2018. Ms. Tatum is responsible for all recruiting efforts related to the hiring of investment professionals and business operations and support roles.
Prior to joining Vista, Ms. Tatum led investment professional recruiting at H.I.G. Capital. Before her time at H.I.G., Ms. Tatum was a Business Manager in the Asian Art department at Christie’s and managed professional development and staffing at McKinsey & Company in the Business Technology Office (now McKinsey Digital).
Education
B.A. in Plan II Liberal Arts Honors and B.S. in Corporate Communications, University of Texas at Austin
M.A. in History of Art and the Art Market, Christie’s Education
Claire Williams
Director, Limited Partner Servicing
Finance
Name Claire Williams
Title Director, Limited Partner Servicing
Division Finance
Location
Claire Williams joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Williams was Director of Investor Relations at ATX Venture Partners, where she led where she led the program and managed all aspects of LP relationships and corresponding communications. Before ATX Venture Partners, Ms. Williams was Director of Investor Relations at March Capital Management.
Education
B.S. in Biomedical Science, St. Cloud State University
M.B.A., Simon Business School, University of Rochester
Ann Won
Director
Marketing
Austin
Name Ann Won
Title Director
Division Marketing
Location Austin
Ann Won joined Vista Equity Partners in 2023 and is responsible for brand, digital and social media strategies.
Prior to joining Vista, Ms. Won was a Vice President at Teladoc Health, where she led global brand strategy and multimedia creative development for the virtual healthcare company. Before Teladoc, Ms. Won was a Senior Vice President at Citi, where she led U.S Cards brand and advertising and directed multiple global consumer marketing initiatives. Prior to Citi, Ms. Won was an Account Director at TBWA\Chiat\Day, where she focused on global branding and wealth management efforts for BNY Mellon.
Education
B.S. in Advertising, The University of Texas at Austin
Dillon Dunteman
Senior Associate
Credit
New York
Name Dillon Dunteman
Title Senior Associate
Division Credit
Location New York
Dillon Dunteman joined Vista Credit Partners in 2021.
Prior to joining Vista, Mr. Dunteman was an Associate at The Firmament Group, where he invested private equity and debt capital in lower middle market businesses and early-stage startups.
Education
B.S. in Mechanical Engineering, Harvard University
Rebecca Faust
Senior Associate
Credit
New York
Name Rebecca Faust
Title Senior Associate
Division Credit
Location New York
Rebecca Faust joined Vista Credit Partners in 2023.
Prior to joining Vista, Ms. Faust was a Venture Capital Investor at IVP, where she evaluated later-stage enterprise and consumer technology investment opportunities. Before IVP, Ms. Faust was an Investment Banking Analyst at Goldman Sachs, where she worked in the technology, media and telecommunications group.
Education
B.A. in History, Yale University, summa cum laude
M.B.A., Harvard Business School
Caitlin Gallagher
Senior Associate
Credit
New York
Name Caitlin Gallagher
Title Senior Associate
Division Credit
Location New York
Caitlin Gallagher joined Vista Credit Partners in 2024.
Prior to joining Vista, Ms. Gallagher was an Origination and Investment Professional at Audax Private Debt, where she focused on first lien, stretch senior, second lien, subordinated debt and equity co-investment solutions. Before Audax, she was a Vice President at Greensill Capital, where she was responsible for originating, structuring, underwriting and executing a variety of investments.
Education
B.A. in East Asian Languages and Studies, Haverford College
Rachel Krug
Senior Associate, Fund Management
Credit
Chicago
Name Rachel Krug
Title Senior Associate, Fund Management
Division Credit
Location Chicago
Rachel Krug joined Vista Credit Partners in 2020.
Prior to joining Vista, Ms. Krug served as a Financial Analyst at Wells Fargo & Company, where she focused on the Commercial and Industrial sector within the Middle Market Banking group.
Education
B.S. in Business Administration, University of Missouri
Percil Parikh
Senior Associate
Credit
New York
Name Percil Parikh
Title Senior Associate
Division Credit
Location New York
Percil Parikh joined Vista Credit Partners in 2021.
Prior to joining Vista, Mr. Parikh was an Associate at CPP Investments, where he focused on the Business Services and Industrials sectors within the Americas Leveraged Finance group.
Education
B.B.A. in Finance, Schulich School of Business, York University
Damian Rodriguez
Senior Associate
Credit
New York
Name Damian Rodriguez
Title Senior Associate
Division Credit
Location New York
Damian Rodriguez joined Vista Credit Partners in 2023.
Prior to joining Vista, Mr. Rodriguez was a Senior Associate at Sound Point Capital Management, where he specialized in portfolio analytics and reporting for the firm’s U.S. CLO platform. Before Sound Point, Mr. Rodriguez was an Associate at Pretium, where he focused on the firm’s CLO franchise and structured and distressed credit platforms.
Education
B.B.A., Loyola University Maryland, cum laude
Florina Yang
Senior Associate
Credit
New York
Name Florina Yang
Title Senior Associate
Division Credit
Location New York
Prior to joining Vista, Ms. Yang was an Investor Relations and Product Management Associate at Ares Management. Before Ares, she was an Investment Banking Analyst at Citi.
Education
B.A. in Economics, University of Chicago
Zack Bondy
Associate
Credit
New York
Name Zack Bondy
Title Associate
Division Credit
Location New York
Zack Bondy joined Vista Credit Partners in 2024.
Prior to joining Vista, Mr. Bondy was an Investment Banking Analyst in the Restructuring & Special Situations group at Piper Sandler, where he focused on balance sheet restructurings, distressed mergers & acquisitions and litigation support.
Education
B.B.A in Finance, University of Wisconsin–Madison
Emily Dang
Associate
Credit
New York
Name Emily Dang
Title Associate
Division Credit
Location New York
Emily Dang joined Vista Credit Partners in 2022.
Prior to joining Vista, Ms. Dang was an Associate at Balance Point Capital, where she focused on the Consumer and Business Services sectors. Before Balance Point Capital, Ms. Dang was an Equity Research Associate at Evercore.
Education
B.A. in Mathematics, Cornell University
Sean Hamada
Associate
Credit
New York
Name Sean Hamada
Title Associate
Division Credit
Location New York
Sean Hamada joined Vista Credit Partners in 2024.
Prior to joining Vista, Mr. Hamada was an associate at GIC Private Equity, where he evaluated special situation investment opportunities across asset classes and industries. Before GIC, Mr. Hamada was an Analyst at The Carlyle Group.
Education
B.S. in Economics, University of California, Los Angeles
Isabelle Huang
Associate
Credit
New York
Name Isabelle Huang
Title Associate
Division Credit
Location New York
Isabelle Huang joined Vista Credit Partners in 2024.
Prior to joining Vista, Ms. Huang was an Analyst on the Investment team at Brinley Partners, where she underwrote and monitored credit facilities for sponsor-backed companies in the software, healthcare and financial services sectors. Before Brinley, Ms. Huang was a Private Debt Summer Analyst at Audax Private Debt.
Education
B.A. in Economics, University of Pennsylvania, summa cum laude
Kyle Jonas
Associate
Credit
New York
Name Kyle Jonas
Title Associate
Division Credit
Location New York
Kyle Jonas joined Vista Credit Partners in 2022.
Prior to joining Vista, Mr. Jonas was a Senior Associate on the Leveraged Finance team at Silicon Valley Bank, where he underwrote and maintained credit facilities for sponsor-backed companies in the technology sector. Before Silicon Valley Bank, Mr. Jonas was an Associate at HQ Capital.
Education
B.A. in Economics and Business, St. Lawrence University, magna cum laude
Joanne Lee
Associate
Credit
New York
Name Joanne Lee
Title Associate
Division Credit
Location New York
Joanne Lee joined Vista Credit Partners in 2022.
Prior to joining Vista, Ms. Lee was an Analyst at Bain Capital Credit, where she oversaw and evaluated high-yield credit assets for companies in the TMT and Chemicals industries. Before Bain Capital, Ms. Lee was a Private Wealth Management Summer Analyst at Goldman Sachs.
Education
B.A. in Statistics, Harvard University
Mary Kate O’Neill
Associate
Credit
New York
Name Mary Kate O’Neill
Title Associate
Division Credit
Location New York
Mary Kate O’Neill joined Vista Equity Partners in 2023 and served as Associate on the Capital & Partners Solutions team before joining Vista Credit Partners in 2024.
Prior to joining Vista, Ms. O’Neill was an Investor Relations Associate at Antara Capital, where she focused on business development and capital fundraising. Before Antara Capital, Ms. O’Neill was a Strategy Associate at J.P. Morgan Chase & Co., where she worked in the Onyx and Corporate Strategy units.
Education
B.A. in Applied Psychology and Human Development, Boston College
Andrew Putt
Associate
Credit
New York
Name Andrew Putt
Title Associate
Division Credit
Location New York
Andrew Putt joined Vista Credit Partners in 2022.
Prior to joining Vista, Mr. Putt was an Investment Banking Analyst at Ducera Partners, where he worked on the development, structuring and financing of transactions, including restructurings and recapitalizations. Before Ducera, Mr. Putt was an Investment Banking Analyst Intern at Falcon Capital Partners.
Education
B.B.A. in Finance, Villanova University
Jesse Turkson
Associate
Credit
New York
Name Jesse Turkson
Title Associate
Division Credit
Location New York
Jesse Turkson joined Vista Equity Partners in 2024 and served as Associate on the Capital & Partners Solutions team before joining Vista Credit Partners in 2024.
Prior to joining Vista, Mr. Turkson was a Product Specialist Associate at Silver Point Capital. Before Silver Point, Mr. Turkson was an Investment Banking Analyst at Jefferies within the Leveraged Finance group.
Education
B.A. in Economics, Haverford College
Yumi Zhao
Associate
Credit
New York
Name Yumi Zhao
Title Associate
Division Credit
Location New York
Yumi Zhao joined Vista Credit Partners in 2022.
Prior to joining Vista, Ms. Zhao was a Credit Investment Analyst at Credit Suisse Asset Management, where she focused on broadly syndicated loans and high-yield bonds in the software, logistics and environmental service sectors.
Education
B.A. in Economics, Sociology and International Studies, The Johns Hopkins University
John Seni
Senior Vice President
Capital Markets
Austin
Name John Seni
Title Senior Vice President
Division Capital Markets
Location Austin
John Seni joined Vista Equity Partners in 2014. Mr. Seni is responsible for managing portfolio company financing activities, including buyouts, recapitalizations, acquisition financing and refinancing. Prior to his role as Senior Vice President of Capital Markets, Mr. Seni served as a Senior Vice President in the Office of the CEO where he managed firm strategy, operations, investor relations and corporate communication initiatives in support of Vista’s Founder, Chairman and Chief Executive Officer, Robert F. Smith.
Prior to joining Vista, Mr. Seni worked as a Director at Barclays where he helped to build out the firm’s international equity trading capabilities in New York. His primary focus was on Europe, Asia and emerging markets. Before his time with Barclays, Mr. Seni worked for over a decade at Goldman, Sachs & Co., most recently as an Executive Director in European Equity Trading in London.
Education
B.A. in English, Dartmouth College
Clifford Chiu
Senior Advisor
Executive Committee
Austin
Name Clifford Chiu
Title Senior Advisor
Division Executive Committee
Location Austin
Clifford K. Chiu joined Vista Equity Partners in 2015 as a Senior Advisor to the Firm. Mr. Chiu also now serves as a Senior Advisor to Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Additionally, Mr. Chiu sits on the boards of Acquia, Allvue Systems, Critical Start, Finastra, LogicMonitor, Securonix and TRG Screen.
Outside of Vista, Mr. Chiu is a corporate director and private investment firm senior advisor, as well as a board or committee appointee to government bodies and non-governmental organizations in financial services, enterprise software, data and technology-enabled solutions, healthcare, education, social welfare and the arts located throughout the United States and Hong Kong. He is a member of the National Committee on United States-China Relations, including participation in its U.S.-China Track II Dialogue on the Digital Economy. On July 15, 2022, President Joe Biden announced his intent to appoint Mr. Chiu to serve as a member, Commission on Presidential Scholars.
Prior to joining Vista, he was a partner at Kohlberg Kravis Roberts & Co. (KKR) where he founded and led capital raising and investor relations for the Asia Pacific region. Mr. Chiu has served as a senior advisor to Neuberger Berman Group (and member of NSBH) in Hong Kong, and was a public appointee on the Advisory Panel of Cyberport.hk. He was appointed to the Policy Research Committee and then the Market Development Committee of the HK Financial Services Development Council (FSDC) from inception in 2013 until its January 2019 incorporation, as well as the Investment Committee of the West Kowloon Cultural District Authority from 2013 until his final term expired in December 2020.
With a career spanning more than four decades, Mr. Chiu previously served as a managing director and head of Asian institutional business at JP Morgan Asset Management, and as managing director and head of Hong Kong investment banking and before then co-head of Japan investment banking at Salomon Smith Barney/Citigroup and its predecessors dating back to Shearson Lehman/American Express based in New York, Hong Kong and Tokyo. He is a former director and audit committee member of Hsin Chong Construction Group (Hang Seng: 0404.HK), Cambium Learning Group (Nasdaq: ABCD), where he chaired the special independent committee associated with its December 2018 acquisition, the Regulatory Data Corp. until its sale to Moody’s Corp. in January 2020, Infoblox, Inc. until its investment by Warburg Pincus in December 2020, Ping Identity (formerly NYSE: PING) until May 2021, TIBCO Software until its September 2022 combination with Citrix Systems, Fusion Risk Management until its majority investment from Great Hill Partners in May 2023 and Apptio, Inc. until its acquisition by IBM Corp. in August 2023.
Mr. Chiu is a director or trustee of the Seton Fund, Greater Austin Asian Chamber of Commerce, Health Alliance for Austin Musicians (HAAM) and St. James Settlement. A lifelong champion of education and healthcare, Mr. Chiu has served on the global advisory boards of the Weingarten Learning Resources Center at the University of Pennsylvania and of the University of Chicago Booth School of Business where in 2015 he was appointed the first “distinguished executive-in-residence” at its Hong Kong campus. He was a director of the Hong Kong Hospital Authority’s United Christian Hospital and Tseung Kwan O Hospital for over a decade, and as treasurer of the New York City Mission Society. Through the Clinton Global Initiative, Mr. Chiu launched a 2015 commitment to action, “K-12 Learning Through Global Connectivity” in language arts and STEM skills. He also endowed annual scholarships at his alma maters Chicago Booth and the University of Pennsylvania as well as the Hong Kong University Medical School, Pomona College, and the Tuck School of Business at Dartmouth, for which collectively Mr. Chiu is credited for mentoring hundreds of students and alumni. Additional community partnerships for Mr. Chiu include Dell Seton and Ascension Seton Medical Centers in student mental health and underinsured COVID-19 pandemic patients. His 2020 OpEd entitled “We Must Denounce Hate Against Asian-Americans” in the Austin American-Statesman inspired the City of Austin, Texas’ Proclamation of October 1st as Asian American/Pacific Islander Community Day. In May 2024, Mr. Chiu largely underwrote the national media storytelling project, “Spread AAPI Love”, as part of Asian American and Pacific Islander Heritage Month.
Education
B.S. in Economics, University of Pennsylvania, Wharton School of Business
M.B.A., University of Chicago Booth School of Business
Caroline Trant
Associate
Capital & Partner Solutions
New York
Name Caroline Trant
Title Associate
Division Capital & Partner Solutions
Location New York
Caroline Trant joined Vista Equity Partners in 2022.
Prior to joining Vista, Ms. Trant spent 4 years at J.P. Morgan, most recently as a Private Investments Associate. Previously, Ms. Trant was a Private Investments Analyst and Private Banking Analyst at J.P. Morgan.
Education
B.S. in Finance, Kelley School of Business, Indiana University, with honors
Elizabeth Walsh
Vice President
Capital Markets
San Francisco
Name Elizabeth Walsh
Title Vice President
Division Capital Markets
Location San Francisco
Elizabeth Walsh joined Vista Equity Partners in 2017. Ms. Walsh is responsible for supporting portfolio company financing activities, including buyouts, recapitalizations, acquisition financing and refinancing. Prior to her role as an Associate in Capital Markets, Ms. Walsh served as an Associate in Capital & Partner Solutions for Vista’s private equity funds.
Prior to joining Vista, Ms. Walsh worked at J.P. Morgan as an Analyst in the Leveraged Finance group.
Education
B.S. in International Business and Political Science, Washington University in St. Louis
Gabriela Venditti
Associate
Capital & Partner Solutions
New York
Name Gabriela Venditti
Title Associate
Division Capital & Partner Solutions
Location New York
Gabriela Venditti joined Vista Equity Partners in 2023.
Prior to joining Vista, Ms. Venditti was an Investor Relations Analyst at Audax Private Equity, where she was responsible for investor client management and capital development. Before Audax, Ms. Venditti was a Senior Analyst at PFM, where she advised on finances and bond transactions for the private and public sectors.
Education
B.A. in Government and Psychology, Colby College
Rachel Weingeist
Associate
Capital & Partner Solutions
New York
Name Rachel Weingeist
Title Associate
Division Capital & Partner Solutions
Location New York
Rachel Weingeist joined Vista Equity Partners in 2024.
Prior to joining Vista, Ms. Weingeist was a Technology Investment Banking Associate at Morgan Stanley, where she advised and executed on transactions for technology companies across software, internet and semiconductor subsectors. Before that role, Ms. Weingeist was a Strategic Client Management Associate at Morgan Stanley.
Education
B.A. in Public Relations, University of Southern California
Karen Cua
Sales Analyst
Capital & Partner Solutions
New York
Name Karen Cua
Title Sales Analyst
Division Capital & Partner Solutions
Location New York
Karen Cua joined Vista Equity Partners in 2020 and primarily focuses on supporting fundraising for the Middle East and North Africa region.
Prior to joining Vista, Ms. Cua was Executive Assistant to the Director of Sales at Julius Klein Group, where she was heavily involved in client engagement, account management, event planning and other sales support responsibilities.
Education
B.A. in Speech Communication, University of the Philippines Diliman, cum laude
M.B.A., Zicklin School of Business, Baruch College
Dan Slivka
Analyst, Operations
Capital & Partner Solutions
Name Dan Slivka
Title Analyst, Operations
Division Capital & Partner Solutions
Location
Prior to joining Vista, Mr. Slivka was a Senior Analyst at Blue Chip, where he led marketing campaign measurement initiatives. Before Blue Chip, Mr. Slivka was a Digital Marketing Specialist at G2, where he conducted marketing outreach.
Education
B.A. in Economics, University of Illinois Chicago
Kennedy Vaux
Analyst, Operations
Capital & Partner Solutions
Name Kennedy Vaux
Title Analyst, Operations
Division Capital & Partner Solutions
Location
Prior to joining Vista, Ms. Vaux was a Campaign Operations Consultant at Etumos. Before Etumos, Ms. Vaux was an Associate Marketing Operations Manager at TIBCO (now Cloud Software Group, a Vista portfolio company).
Education
Chris Lutz
Analyst
Capital Markets
San Francisco
Name Chris Lutz
Title Analyst
Division Capital Markets
Location San Francisco
Chris Lutz joined Vista Equity Partners in 2023. Mr. Lutz is responsible for supporting portfolio company financing activities, including buyouts, recapitalizations, acquisition financing and refinancing.
Prior to joining Vista, Mr. Lutz was an Analyst at J.P. Morgan, where he worked in the Leveraged Finance group.
Education
B.B.A. in Finance, University of Notre Dame
Robert F. Smith
Founder, Chairman and CEO
Executive Committee
Austin
Name Robert F. Smith
Title Founder, Chairman and CEO
Division Executive Committee
Location Austin
Robert F. Smith is Vista’s Founder, Chairman and CEO. He directs Vista’s investment strategy and decisions, governance and investor relations. Mr. Smith sits on the Investment Committees for Vista’s Flagship, Foundation, Endeavor and Perennial Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Vista currently manages equity assets under management of over $100 billion and oversees a portfolio of more than 85 enterprise software, data and technology-enabled companies that employ over 100,000 people worldwide. Since Vista’s inception, Mr. Smith has supervised over 600 completed transactions representing more than $320 billion in aggregate transaction value.
Read More About Robert F. Smith
Education
B.S. in Chemical Engineering, Cornell University
MBA, Concentration in Finance and Marketing, Columbia Business School
David A. Breach
President & Chief Operating Officer
Executive Committee
Austin
Name David A. Breach
Title President & Chief Operating Officer
Division Executive Committee
Location Austin
David A. Breach is Vista’s President and Chief Operating Officer. He currently sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Private Equity Funds’ Investment Committees. Mr. Breach also sits on the boards of Vista portfolio companies EagleView, Jamf (NASDAQ: JAMF), Solera and Stats Perform.
Read more about David A. Breach
Education
B.B.A. in Marketing, Eastern Michigan University
J.D., University of Michigan, magna cum laude, Order of the Coif
Rachel Arnold
Senior Managing Director
Private Equity, Endeavor
Austin
Name Rachel Arnold
Title Senior Managing Director
Division Private Equity, Endeavor
Location Austin
Rachel Arnold has over two decades of experience investing in and scaling growth at market-leading software companies. Ms. Arnold is Co-Head of the Vista Endeavor Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. She currently sits on the boards of BigTime, BlueConic, Gnosis Freight, RadarFirst, Resilinc and Tripleseat, and is involved with the firm’s investments in Benchmark, COMPLY, Innovapptive, mabl and Portside. She was actively involved with the firm’s investments in AGDATA, Autotask, BigMachines, Bonterra, Bullhorn, Dispatch, Kibo, Lanyon, Lone Wolf, Naviga, PeopleAdmin, Relias Learning, SecureLink, WorkTango and Zapproved. Ms. Arnold was named one of GrowthCap’s Top Women Leaders in Growth Investing in 2022 and 2023, and to Buyouts’ Women in Private Equity Class of 2022.
Prior to joining Vista Equity Partners in 2012, Ms. Arnold held executive positions at four Vista companies. Her roles have included interim CEO at Bonterra (formerly Social Solutions), Senior Vice President of Engineering, Product Management and Marketing at Mitratech, Vice President of Product Management and Strategy at MicroEdge, and running Business Development and Channel Programs at SRC Software. Outside of her Vista tenure, Ms. Arnold served as Strategy Director at Interbrand and as an Equity Research Associate covering enterprise software at Pacific Crest.
Ms. Arnold is passionate about giving back to her community. In 2017, she co-founded the Austin chapter of Friends of the Children, a nonprofit organization focused on breaking the cycle of generational poverty through transformative work with high-risk youth. Ms. Arnold is the Past Chair and current board member for the Friends of the Children Austin chapter and serves as Treasurer and Trustee for The Contemporary Austin. She previously served on the National Board for Friends of the Children.
Education
B.A. in International Business, Linfield College
Lauren Dillard
Senior Managing Director, Chief Financial Officer
Firm Operations & Administration
Austin
Name Lauren Dillard
Title Senior Managing Director, Chief Financial Officer
Division Firm Operations & Administration
Location Austin
Lauren Dillard joined Vista Equity Partners in 2022 as Chief Financial Officer. Ms. Dillard serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Prior to joining Vista, Ms. Dillard spent over two decades working across the financial services and technology sectors. She most recently served on the Executive Leadership Team at Nasdaq as Executive Vice President of Investment Intelligence, where she was responsible for leading the strategic direction and driving expansion across Nasdaq’s data, index and analytics division. Before her tenure at Nasdaq, Ms. Dillard spent 17 years at The Carlyle Group, serving most recently as Partner and Head of the Investment Solutions unit, overseeing more than $40 billion in assets and 200 professionals across offices in six countries. She also served as a member of Carlyle’s Management Committee and played significant roles on other leadership committees during her tenure at the firm. Prior to joining Carlyle, Ms. Dillard worked in the tax practice at Arthur Andersen.
Ms. Dillard serves as an Independent Director of SL Green Realty, where she chairs the Compensation Committee and serves on the Audit Committee. She is also a Lincoln Center Leadership Fellow.
Ms. Dillard is passionate about inclusive capital and investing in women and minority-led funds and organizations. She is a strong advocate for professional growth and career development for women in the financial and technology sectors.
Education
B.S. in Accounting, University of Richmond
David Flannery
Senior Managing Director, President of Vista Credit Partners
Credit
New York
Name David Flannery
Title Senior Managing Director, President of Vista Credit Partners
Division Credit
Location New York
David Flannery joined Vista Credit Partners (“VCP”) in New York in 2018 as its President and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Mr. Flannery reports to Vista’s Founder, Robert F. Smith, and is responsible for setting strategy for VCP, in addition to overseeing all credit transactions.
Before joining Vista, Mr. Flannery was a partner with Blackstone’s GSO Capital. He was Co-Head and Joint Portfolio Manager of the Capital Solutions Funds and a member of the Distressed Credit Investment Committee. Prior to joining GSO, Mr. Flannery was a Portfolio Manager with Anchorage Capital in New York. He focused on illiquid credit investing and was a member of the CLO Investment Committee and Risk Committee. Prior to Anchorage, Mr. Flannery worked at Bank of America Merrill Lynch (“BAML”) where he held several global group head roles, including Chief Risk Officer of Global Banking & Markets and Global Head of Leveraged Finance & Capital Markets. Before joining BAML, Mr. Flannery was the Global Head of Leveraged Finance at Deutsche Bank. He began his career at Bankers Trust Company in 1992 in the high yield bond department.
Mr. Flannery is a board member of RocketLawyer and a board observer of several portfolio companies of VCP. He is a former board member of Meltwater, a VCP realized investment. Additionally, he serves on the board of Intrensic, a SaaS software company, and on the board of DREAM, a nonprofit serving youths in New York City.
Education
B.S. in Business Administration, Concentration in Finance, Villanova University
Michael Fosnaugh
Senior Managing Director
Private Equity, Flagship
Chicago
Name Michael Fosnaugh
Title Senior Managing Director
Division Private Equity, Flagship
Location Chicago
Michael Fosnaugh joined Vista Equity Partners in 2005. Mr. Fosnaugh is Co-Head of the Flagship Fund and sits on its Investment Committee. Additionally, Mr. Fosnaugh serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Mr. Fosnaugh currently sits on the boards of Acquia, Alegeus, Applause, CentralSquare, EAB, Greenway Health, Integral Ad Science (NASDAQ: IAS), InvoiceCloud, Jamf (NASDAQ: JAMF), KnowBe4 (formerly NASDAQ: KNBE), Model N, PlanSource, Securonix, SimplePractice, SmartBear, Stats Perform and TripleLift. He was also actively involved with the firm’s investments in Advicent, Forcepoint, Mediaocean, MRI Software, Numerator, Ping Identity (formerly NYSE: PING), SirsiDynix, Sunquest Information Systems, Vertafore, Websense and Zywave. Mr. Fosnaugh is the Co-Head of the Chicago office.
Mr. Fosnaugh is a thought leader within the investing and enterprise software communities and was featured in PEI’s Investing in Technology report along with Vista’s Founder, Chairman and CEO Robert Smith and Vista’s Co-Head of Flagship Fund and Senior Managing Director, Monti Saroya. Read their interview here.
Prior to joining Vista, Mr. Fosnaugh worked in the Technology, Media and Telecommunications Group at SG Cowen & Co., where he focused on the software, services and financial technology sectors. While at SG Cowen, he advised clients on buy-side and sell-side transactions, public and private equity financings, and other strategic advisory initiatives.
Education
A.B. in Economics from Harvard College, cum laude
James P. Hickey
Senior Managing Director
Permanent Capital
Austin
Name James P. Hickey
Title Senior Managing Director
Division Permanent Capital
Location Austin
Jim Hickey joined Vista Equity Partners in 2008. Mr. Hickey is currently a Co-Head of Vista Equity Partners Perennial, the firm’s permanent capital investment fund, and sits on its Investment Committee. Additionally, Mr. Hickey serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. He previously was a member of the Vista Flagship Fund and its Investment Committee. Mr. Hickey currently sits on the boards of Accelya, Ellucian and Greenway Health. He was also actively involved with the firm’s investments in Aderant, Aptean, BigMachines, Brainware, EagleView, Navex, Numerator, SirsiDynix and Zywave.
Prior to joining Vista, Mr. Hickey spent 25 years at William Blair & Company, including 14 years heading up its technology investment banking practice and 11 years as an equity research analyst following the technology sector. Mr. Hickey is also a Chartered Financial Analyst.
Education
B.A. in Economics, Williams College, with honors
M.B.A., Graduate School of Business, University of Chicago
Justin Hirsch
Managing Director, Strategy
Office of the CEO
Austin
Name Justin Hirsch
Title Managing Director, Strategy
Division Office of the CEO
Location Austin
Justin Hirsch joined Vista Equity Partners in 2016 and oversees the firm’s strategic priorities, balance sheet and principal investments. Mr. Hirsch manages the firm’s capital structure, risk levels and growth initiatives. He is also involved with investment structuring and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction.
Prior to Vista, Mr. Hirsch worked at Evercore, where he advised alternative asset managers on minority investments and other strategies to meet growth objectives. He was also a member of the financial sponsors group that focused coverage on technology assets. Mr. Hirsch began his career in the principal transactions group at Macquarie Capital.
Education
B.A. in Human Biology, Stanford University
Betty Hung
Managing Director
Private Equity, Flagship
Austin
Name Betty Hung
Title Managing Director
Division Private Equity, Flagship
Location Austin
Betty Hung joined Vista Equity Partners in 2007. Ms. Hung sits on the Vista Flagship Funds’ Investment Committee and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Ms. Hung currently sits on the boards of CentralSquare, Cvent (NASDAQ: CVT), EAB, EagleView, Finastra, OneAdvanced and Xactly and is actively involved with the firm’s investments in Cloud Software Group. She was previously on the board of PowerSchool (NYSE: formerly PWSC) and was actively involved with the firm’s investments in Pipedrive, Pluralsight and TIBCO. Prior to her role as a Managing Director, Ms. Hung was an Operating Senior Vice President, served as the Chief Financial Officer of SumTotal and was the Chief Operating Officer of Vista Consulting Group.
Prior to joining Vista, Ms. Hung served as the Vice President of Portfolio Company Operations at Garnett & Helfrich Capital. Before her time with Garnett & Helfrich, Ms. Hung served as Chief Financial Officer at OSIsoft. Prior to OSIsoft, Ms. Hung worked at Goldman Sachs and Alex. Brown & Sons.
Education
B.A. in Economics and Chinese Studies, Wellesley College, cum laude
M.P.P.M., Concentration in Finance, Yale School of Management
Monti Saroya
Senior Managing Director
Private Equity, Flagship
Austin
Name Monti Saroya
Title Senior Managing Director
Division Private Equity, Flagship
Location Austin
Monti Saroya joined Vista Equity Partners in 2008. Mr. Saroya is Co-Head of the Vista Flagship Fund and sits on its Investment Committee. Additionally, Mr. Saroya serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
He currently sits on the boards of Allvue Systems, Cloud Software Group, Cvent (NASDAQ: CVT), Finastra, Gainsight, iCIMS, Infoblox, Mindbody, Olive, OneAdvanced, Pipedrive, Salesloft, Solera and Xactly and previously sat on the board of PowerSchool (formerly NYSE: PWSC). Mr. Saroya is also actively involved in the firm’s investments in Jio and Vivid Seats (NASDAQ: SEAT) and was actively involved in the firm’s investments in Apptio, Datto (formerly NYSE: MSP), Marketo, Pluralsight, SumTotal, The ACTIVE Network, Transfirst, Turaz and Zywave.
Mr. Saroya is a thought leader within the investing and enterprise software communities and was featured in PEI’s Investing in Technology report along with Vista’s Founder, Chairman and CEO Robert Smith and Vista’s Co-Head of Flagship Fund and Senior Managing Director, Michael Fosnaugh. Read their interview here.
Prior to joining Vista, Mr. Saroya worked as a senior research analyst for JMP Securities, where he provided research for buy-side clients on public on-demand (SaaS) companies. Mr. Saroya previously worked as an associate for the enterprise software/applications team. Before his time with JMP, Mr. Saroya worked for Siebel Systems in a sales capacity for the CRM On Demand division. Prior to Siebel, Mr. Saroya worked for Cisco Systems in various operations roles.
Education
B.S. in Computer Engineering, California Polytechnic State University, magna cum laude
Patrick Severson
Senior Managing Director
Private Equity, Foundation
Austin
Name Patrick Severson
Title Senior Managing Director
Division Private Equity, Foundation
Location Austin
Patrick Severson joined Vista Equity Partners in 2013. Mr. Severson is Co-Head of the Vista Foundation Funds and sits on its Investment Committee. Additionally, he serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.
Mr. Severson currently sits on the boards of Assent Compliance, BetterCloud, Energy Exemplar, ESO, Granicus, Khoros, Kibo, LogicMonitor, Monetate, Naviga, Poppulo, Power Factors, Sonatype and Trintech. He was also actively involved with the firm’s investments in AGDATA, AlertMedia, ARCOS, Autotask, Bonterra, PeopleAdmin, Regulatory DataCorp (RDC), Return Path, StarRez, TigerConnect and Wrike.
Prior to joining Vista, Mr. Severson worked as Partner at Warburg Pincus where he spent 12 years investing in and working with software companies at all stages from startup to buyout. Before his time with Warburg Pincus, Mr. Severson worked at Booz-Allen & Hamilton, where he was a Consultant. Prior to Booz-Allen, Mr. Severson worked at Price Waterhouse, where he focused on media and technology.
Education
B.S. in Computer Science, Stanford University
M.B.A., Columbia University
Nadeem Syed
Senior Managing Director, Head of Value Creation
Private Equity, Flagship
San Francisco
Name Nadeem Syed
Title Senior Managing Director, Head of Value Creation
Division Private Equity, Flagship
Location San Francisco
Nadeem Syed joined Vista Equity Partners in 2018 and is Head of Value Creation and a member of the private equity Flagship team. Mr. Syed serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform. Mr. Syed currently sits on the boards of Alegeus, Allvue Systems, KnowBe4 (formerly NASDAQ: KNBE), PlanSource and Securonix.
Prior to joining Vista, Mr. Syed was CEO of Finastra (formerly Misys), a Vista company and the third-largest financial services software company in the world. Before Finastra, Mr. Syed was COO of SumTotal Systems, a former Vista company, where he led the company’s strategic initiatives, overseeing services, support, engineering, product management and cloud operations. Prior to SumTotal Systems, Mr. Syed spent 19 years in multiple senior leadership roles at Oracle.
Education
B.S. in Production Engineering, University of Mumbai (formerly University of Bombay)
M.S., Industrial Engineering, Louisiana State University
Martin Taylor
Senior Managing Director
Private Equity, Foundation
Austin
Name Martin Taylor
Title Senior Managing Director
Division Private Equity, Foundation
Location Austin
Martin Taylor joined Vista Equity Partners in 2006. Mr. Taylor is Co-Head of the Foundation Funds and sits on its Investment Committee. Additionally, Mr. Taylor serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform. Mr. Taylor currently sits on the boards of AlertMedia, ARCOS, Bonterra, Critical Start, Integral Ad Science (NASDAQ: IAS), Jamf (NASDAQ: JAMF), Nasuni, NAVEX, StarRez, TigerConnect, TRG Screen and Vivid Seats (NASDAQ: SEAT) and has served on numerous other boards during his tenure.
Previously at Vista, Mr. Taylor was a Managing Director and drove a variety of cross-fund and cross-portfolio initiatives. He was the initial President of Vista Consulting Group, where he was instrumental in building and scaling the Firm’s value creation infrastructure, formalizing Vista’s portfolio engagement model and developing many of Vista’s best practices.
Prior to Vista, Mr. Taylor had most recently served as a Corporate Vice President at Microsoft, where he spent over 13 years and managed corporate strategy, sales, product marketing and various segment-focused teams in North America and Latin America during that time. Mr. Taylor also served as Chief of Staff and Director of Business Strategy, working directly for Microsoft Chief Executive Officer Steve Ballmer, whom he assisted with strategic projects and long-term planning for the corporation.
Outside of Vista, Mr. Taylor is passionate about advancing access and creating opportunities for those who have traditionally been underrepresented across the business community. He sits on Milken Institute’s Executive Council for Diversity, Equity and Inclusion in Asset Management and The University of Texas President’s Austin Innovation Board that supports efforts to unlock student potential through experiential learning and strong college-to-career programming. In February 2022, Mr. Taylor made a gift donation to support UT’s Heman Sweatt Center for Black Males and help the organization expand its programs, events and scholarships.
Clifford Chiu
Senior Advisor
Executive Committee
Austin
Name Clifford Chiu
Title Senior Advisor
Division Executive Committee
Location Austin
Clifford K. Chiu joined Vista Equity Partners in 2015 as a Senior Advisor to the Firm. Mr. Chiu also now serves as a Senior Advisor to Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction. Additionally, Mr. Chiu sits on the boards of Acquia, Allvue Systems, Critical Start, Finastra, LogicMonitor, Securonix and TRG Screen.
Outside of Vista, Mr. Chiu is a corporate director and private investment firm senior advisor, as well as a board or committee appointee to government bodies and non-governmental organizations in financial services, enterprise software, data and technology-enabled solutions, healthcare, education, social welfare and the arts located throughout the United States and Hong Kong. He is a member of the National Committee on United States-China Relations, including participation in its U.S.-China Track II Dialogue on the Digital Economy. On July 15, 2022, President Joe Biden announced his intent to appoint Mr. Chiu to serve as a member, Commission on Presidential Scholars.
Prior to joining Vista, he was a partner at Kohlberg Kravis Roberts & Co. (KKR) where he founded and led capital raising and investor relations for the Asia Pacific region. Mr. Chiu has served as a senior advisor to Neuberger Berman Group (and member of NSBH) in Hong Kong, and was a public appointee on the Advisory Panel of Cyberport.hk. He was appointed to the Policy Research Committee and then the Market Development Committee of the HK Financial Services Development Council (FSDC) from inception in 2013 until its January 2019 incorporation, as well as the Investment Committee of the West Kowloon Cultural District Authority from 2013 until his final term expired in December 2020.
With a career spanning more than four decades, Mr. Chiu previously served as a managing director and head of Asian institutional business at JP Morgan Asset Management, and as managing director and head of Hong Kong investment banking and before then co-head of Japan investment banking at Salomon Smith Barney/Citigroup and its predecessors dating back to Shearson Lehman/American Express based in New York, Hong Kong and Tokyo. He is a former director and audit committee member of Hsin Chong Construction Group (Hang Seng: 0404.HK), Cambium Learning Group (Nasdaq: ABCD), where he chaired the special independent committee associated with its December 2018 acquisition, the Regulatory Data Corp. until its sale to Moody’s Corp. in January 2020, Infoblox, Inc. until its investment by Warburg Pincus in December 2020, Ping Identity (formerly NYSE: PING) until May 2021, TIBCO Software until its September 2022 combination with Citrix Systems, Fusion Risk Management until its majority investment from Great Hill Partners in May 2023 and Apptio, Inc. until its acquisition by IBM Corp. in August 2023.
Mr. Chiu is a director or trustee of the Seton Fund, Greater Austin Asian Chamber of Commerce, Health Alliance for Austin Musicians (HAAM) and St. James Settlement. A lifelong champion of education and healthcare, Mr. Chiu has served on the global advisory boards of the Weingarten Learning Resources Center at the University of Pennsylvania and of the University of Chicago Booth School of Business where in 2015 he was appointed the first “distinguished executive-in-residence” at its Hong Kong campus. He was a director of the Hong Kong Hospital Authority’s United Christian Hospital and Tseung Kwan O Hospital for over a decade, and as treasurer of the New York City Mission Society. Through the Clinton Global Initiative, Mr. Chiu launched a 2015 commitment to action, “K-12 Learning Through Global Connectivity” in language arts and STEM skills. He also endowed annual scholarships at his alma maters Chicago Booth and the University of Pennsylvania as well as the Hong Kong University Medical School, Pomona College, and the Tuck School of Business at Dartmouth, for which collectively Mr. Chiu is credited for mentoring hundreds of students and alumni. Additional community partnerships for Mr. Chiu include Dell Seton and Ascension Seton Medical Centers in student mental health and underinsured COVID-19 pandemic patients. His 2020 OpEd entitled “We Must Denounce Hate Against Asian-Americans” in the Austin American-Statesman inspired the City of Austin, Texas’ Proclamation of October 1st as Asian American/Pacific Islander Community Day. In May 2024, Mr. Chiu largely underwrote the national media storytelling project, “Spread AAPI Love”, as part of Asian American and Pacific Islander Heritage Month.
Education
B.S. in Economics, University of Pennsylvania, Wharton School of Business
M.B.A., University of Chicago Booth School of Business
Disclosures