Our Team

Meet GEM.

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We are proud of our collegial culture, which supports dedicated individuals seeking creative, tailored solutions for our client investors and investment partners alike. Thoughtfulness, perseverance, integrity, and humility are the traits we require our professionals to possess.

Our investment team members love investing, bringing intellectual curiosity and a business owner's mentality to their trade. In our experience, this team gives us an advantage in sourcing and evaluating new opportunities, monitoring existing relationships, and collaborating with our managers.

Our operations and investor services teams are deliberately structured to be extensions of our client investors’ staffs and devoted to client service. While we manage a diverse portfolio of investments, including some that are complex, we are committed to being approachable and transparent.

Managing our client investors' assets is weighty work, and we have made retaining our best performers a top priority. We believe workplace satisfaction translates to engagement, an integral piece of any firm’s success. We invest significant human and financial resources in professional development and coaching, and we champion continued learning through professional designations like the Chartered Financial Analyst® (CFA) and the Certificate in Investment Performance Measurement (CIPM). We also provide avenues for continuing education and community involvement, including the GEM Foundation, an internally funded and managed foundation supporting local nonprofit organizations.

Matt Bank

Principal

Kelly Barofsky

Associate

Mary Lauren Bishop

Associate Director, Investor services

Elise Cader

Associate Director, Creative Content

Sam Cannon

Director of Investment Sourcing

Matt Cooper

Associate Director of Investment Operations

Sal Del Giudice

Associate

James Ferguson

Principal

Meredith Lorenz Heimburger

Director of Impact

Alex Kocher

Associate Director, Investor Services

Matt Libel

Associate

Danielle McGriff

Director of Human Capital

Kathryn Pruess

Associate General Counsel

Jay Ripley

Principal

Tom Stack

Portfolio Strategy Associate

Jen Wallin

Director of Finance and Tax

Charlie Weeks

Director of Systems and Technology

Christian

Aragon

Portfolio Accounting Associate

Charlotte

Atkinson

Portfolio Reporting Manager

Elly

Bringaze

Analyst

Megan

Cajka

Office Manager

Allie

Cesare

Admistrative Associate

Adam

Claugus

Portfolio Accounting Manager

Avery

Coleman

Administrative Associate

Jillian

Correia

Private Equity Analyst

Caroline

Dallas

Private Investments Sourcing Analyst

Shannon

Davis

Executive Assistant

Mamie

Durham

Fund Controller

Torrey

Feimster

Legacy Investment Associate

Abby

Fellman

Executive Assistant

Alex

Gregory

Fund Accountant

Eric

Leibrandt

Analyst

Laura

MacPherson

Administrative Associate

Michael

Page

Analyst

Meg

Peebles

Trader

Lindsay

Perry

Performance Reporting Manager

Blake

Schindler

Investor Services Analyst

Andrew

Schulze

Compliance Associate

Stephenie

Seger

Administrative Associate

Allison

Tack

Fund Accountant

Sue

Torcasso

Legal Associate

Sam

Towne

Senior Analyst

Alicia

Villalpando

Administrative Associate

Zi

Yang

Investor Services Analyst

Vanessa

Zea

Performance Reporting Associate