Team

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Phil Berney photo

Phil Berney

Co-Chief Executive Officer

Phil joined Kelso in 1999. He spent the preceding eight years at Bear, Stearns & Co. Inc., eventually becoming a Senior Managing Director and Head of the High Yield Capital Markets group. He was previously in High Yield Finance at The First Boston Corporation. Phil is currently a director of EACOM Timber and Eagle Foods. In addition, he is active in the Firm’s investments in Sandler O’Neill + Partners and Venari Resources. He has served as a director on the boards of many Kelso portfolio companies, including Armkel, Cronos, Custom Building Products, Del Laboratories, DS Waters, Logan's Roadhouse, Nortek, Overwatch Systems, PowerTeam Services, PSAV and Wilton Re.

Frank Loverro photo

Frank Loverro

Co-Chief Executive Officer

Frank joined Kelso in 1993. He spent the preceding three years in the Private Equity Investment group and High Yield Finance at The First Boston Corporation. Frank provides senior leadership behind our energy and healthcare practices. He is currently a director of Delphin Shipping, Physicians Endoscopy and Zenith Energy. Past directorships include Ajax Resources, Buckeye Partners, Eagle Bulk Shipping, Endo Pharmaceuticals, Helios, Oceana Therapeutics and Tallgrass Development. Frank received a B.A. in Economics with Distinction from the University of Virginia in 1991. He is currently a member of the Board of Trustees of the College Foundation of the University of Virginia and a Trustee of Prep for Prep, a New York-based non-profit organization, as well as a Director of Audubon Connecticut, the state organization of the National Audubon Society.

Frank Nickell photo

Frank Nickell

Chairman

“Nick” joined Kelso in 1977. He has been involved with private equity investing since joining the Firm 39 years ago. He spent the preceding six years practicing as a Certified Public Accountant. In addition to having been a member of numerous Kelso portfolio company boards, Nick is a former director of Bear, Stearns & Co. Inc. and BlackRock, Inc. Nick received a B.S. in Business Administration and Accounting from the University of North Carolina at Chapel Hill in 1970. He is currently a Trustee of NYU Hospitals Center. He has also won over 20 North American Bridge League National titles, represented the United States in International competition 18 of the last 23 years and has been a member of the team that won the World Championship on four different occasions.

Akechman
Vice Presidents
Accounting & Finance

Barbara Alechman

Vice President & Controller

Barbara joined Kelso in 1989. Prior to joining the Firm, she was a Tax Manager at Peat Marwick Main & Co. She was a Certified Public Accountant. She received a B.B.A. in Accounting from Pace University in 1981.

Lynn Alexander
Partners
Investor Relations & Marketing

Lynn Alexander

Partner, Investor Relations

Lynn joined Kelso in 2010. She is focused on marketing, fundraising and investor relations. She spent the preceding eight years as an active leader in a variety of non-profit organizations and raising her four children. She spent the previous seven years in the Investment Banking division of Merrill Lynch & Co., eventually becoming Director. She also spent three years as an Associate in the Natural Resources Investment Banking group at Kidder, Peabody & Co. Lynn earned an M.B.A. with Distinction from the University of Michigan in 1991 and received a B.B.A. in Finance and Accounting from Texas Tech University in 1986. She holds a Certificate in Management Accounting. She has been a member of the Business Advisory Council of the Texas Tech University Rawls College of Business since its inception in 2001, chairing the Council from 2012 to 2014. She also currently serves as Chairman of the Investment Advisory Committee for the Endowment at Texas Tech University.

Richard Bilger photo
Associates
Associates

Richard Bilger

Associate

Richard joined Kelso in 2017. He spent the preceding two years in the Mergers & Acquisitions group at Greenhill & Co. Richard is active in the Firm's investment in Elara Caring, Foundation Consumer Healthcare and Tallgrass Development. He received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia in 2015.

Devin Brown photo
Associates
Associates

Devin Brown

Associate

Devin joined Kelso in 2019.  He spent the preceding six years at J.P. Morgan, most recently in the Media & Communications Investment Banking Group.  He received a B.A. in Psychology and Pre-Business and graduated from the College of the Holy Cross in 2012.

Frank Bynum photo
Senior Advisory Partners
Managing Directors - Senior Advisory Partners

Frank Bynum

Senior Advisory Partner

Frank joined Kelso in 1987. He spent the preceding two years as an Investment Analyst with New York Life Insurance Company. Frank is currently a director of Nivel and US LBM. He has served as a director on the boards of many Kelso portfolio companies, including 21st Century Newspapers, Custom Building Products, Cygnus Publishing, Ellis Communications, Endurance Business Media, PSAV, Sentinel Data Centers, Sirius Computer Solutions, Truck-Lite and Universal Outdoor. Frank received a B.A. in History from the University of Virginia in 1985. He is currently a Trustee of Prep for Prep, a New York-based non-profit organization, and is an Emeritus Trustee of The College Foundation of the University of Virginia.

Michael Casciotti
Associates
Associates

Michael Casciotti

Associate

Michael joined Kelso in 2019. He spent the preceding two years as an investment banking analyst in the Financial Institutions Group at J.P. Morgan. He received an A.B. in Applied Mathematics, cum laude, from Harvard College in 2017.

Keith Castaldi photo
Vice Presidents
Vice Presidents

Keith Castaldi

Vice President

Keith joined Kelso in 2015. He spent the preceding three years at Leonard Green & Partners. Prior to joining Leonard Green & Partners, he spent two years in the Financial Sponsors group at Bank of America Merrill Lynch. Keith is currently a director of Foundation Consumer Healthcare and Individual FoodService. In addition, he is active in the Firm's investments in Augusta Sportswear, Nivel and Sirius Computer Solutions.  Past directorships include SouthernCarlson. He received a B.S. in Management from Binghamton University in 2010.

Karen Cipriano photo
Legal & Compliance

Karen Cipriano

Legal & Compliance Coordinator

Karen joined Kelso in 2015. Prior to joining Kelso, she spent two years at Kirkland & Ellis working on corporate knowledge management and attorney recruitment, training and development administration. Previously, she worked at the U.S. Senate, on numerous political campaigns and served as a White House Intern. She received an M.A. in Political Science concentrating in Applied Politics from American University in 2011. She received a B.A. in Political Science with a double major in Interdisciplinary Studies of Communications, Law, Economics and Government, cum laude, from American University in 2005.

David Cohen headshot
Human Capital

David Cohen

Partner, Human Capital

David joined Kelso in 2019. He is focused on applying talent and human capital best practices to enhancing the firm’s investment process, portfolio companies and Kelso Specialist Network. He spent the preceding nine years with American Securities in a similar role in support of their middle market portfolio.  He was previously with Bristol-Myers Squibb for more than eight years where he held a number of HR leadership positions including three and a half years based in Singapore as their HR leader for Asia Pacific.  Prior to joining BMS in 2001, he was with General Electric for nine years where he held various HR positions in the Company’s Healthcare, Industrial Systems and Plastics businesses. He began his career managing a small rural based development organization in Botswana, Africa as a United States Peace Corps Volunteer.

Chris Collins photo
Investment Partners
Managing Directors - Investment Partners

Chris Collins

Investment Partner

Chris joined Kelso in 2001. He spent the preceding two years attending business school and the previous three years as an Analyst at Stonington Partners. Chris leads our financial services practice and also focuses on investments in the services sector. He is currently a director of American Beacon, Augusta Sportswear, J.S. Held, Newport Group, Premia Re, Renfro and Risk Strategies. In addition, he is active in the Firm’s investment in Sandler O’Neill + Partners. Past directorships include Cronos, Harbor Community Bank, Oasis Outsourcing, Oceana Therapeutics, PSAV and Wilton Re. He also was active in the Firm’s past investments, including Eagle Bulk Shipping and Overwatch Systems. Chris received an M.B.A. from the Stanford Graduate School of Business in 2001 and received a B.A. in English with honors from Duke University in 1996.

Forrest Compton photo
Vice Presidents
Vice Presidents

Forrest Compton

Vice President

Forrest joined Kelso in 2014. He spent the preceding two years in the Financial Sponsors group at Credit Suisse. Forrest is currently a director of J.S. Held.  In addition, he is active in the Firm's investments in American Beacon, EACOM Timber, Newport Group, Premia Re, Risk Strategies and Third Point Re.  He was a past director of PowerTeam Services He received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia in 2012.

Condon photo
Investor Relations & Marketing

Allie Condon

Vice President, Investor Relations

Allie joined Kelso in 2013. She is focused on marketing, fundraising and investor relations. She spent the preceding two years in the Consumer & Retail Investment Banking group of RBC Capital Markets. She received a B.B.A. with High Distinction from the Ross School of Business at the University of Michigan in 2011.

Jim Connors photo
Legal & Compliance

Jim Connors

Partner, Senior Advisory Counsel

Jim joined Kelso in 1993. He spent the preceding six years as an Associate with Debevoise & Plimpton, working primarily in their mergers and acquisitions group and securities practice group. He has served on the boards of many Kelso portfolio companies, including Custom Building Products. Jim earned a J.D. from the University of Virginia, where he was a member of the Order of the Coif and the Law Review, in 1987. He received a B.A. in History from The College of William & Mary in 1984. He is a member of the American Bar Association and the Association of the Bar of the City of New York.

Ding
Directors
Accounting & Finance

Tim Ding

Director of Tax

Tim joined Kelso in 2011. Prior to joining the Firm, he spent five years as a Vice President with Goldman, Sachs & Co. in the Investment Tax Services Group supporting Merchant Bank Private Equity and Debt funds. He spent the preceding eight years in public accounting firms including KPMG LLP and Deloitte & Touche LLP serving investment fund clients. He earned an M.B.A. from The University of Montana with a full scholarship in 1998 and received a B.S. from Hangzhou University in China in 1995.

Tim Duffy photo
Associates
Associates

Tim Duffy

Associate

Tim joined Kelso in 2017. He spent the preceding two years in the Leveraged Finance group at Goldman Sachs. Tim is active in the Firm’s investments in J.S. Held, Risk Strategies and Venari Resources. He also was active in the Firm’s past investment in Ajax Resources. He received a B.S. in Accounting and Finance, summa cum laude, from Virginia Tech in 2014.

Steve Dutton photo
Investment Partners
Managing Directors - Investment Partners

Steve Dutton

Investment Partner

Steve joined Kelso in 2006. He spent the preceding two years in the Investment Banking division of Bear, Stearns & Co. Inc. Steve is focused primarily on investments in the financial services and services sectors. He is currently a director of American Beacon, J.S. Held, Newport Group, Premia Re, and Risk Strategies. In addition, he is active in the Firm’s investments in Sandler O’Neill + Partners and Third Point Re. Past directorships include Oasis Outsourcing. He was also active in the Firm’s past investments in Harbor Community Bank, PSAV and Wilton Re. Steve received a B.S. in Commerce with Distinction from the McIntire School of Commerce at the University of Virginia in 2004.   He is currently a member of the Advisory Board of Champions for Quality Education, a New York-based non-profit organization.

Matt Edgerton photo
Investment Partners
Managing Directors - Investment Partners

Matt Edgerton

Investment Partner

Matt joined Kelso in 2005. He spent the preceding two years in the Investment Banking division of Deutsche Bank. Matt is focused primarily on investments in the consumer and industrial sectors. He is currently a director of Augusta Sportswear, EACOM Timber, Eagle Foods, Foundation Consumer Healthcare and US LBM. In addition, he is active in the Firm’s investments in Renfro. He was a past director of Cronos, Oceana Therapeutics, SouthernCarlson and Truck-Lite. He also was active in the Firm’s past investment in Ellis Communications and KAR Auction Services. Matt received a B.A. in Economics and History from Duke University in 2003.

Bill Frayer photo
Vice Presidents
Vice Presidents

Bill Frayer

Vice President

Bill joined Kelso in 2011. Prior to initially joining Kelso, he spent the preceding two years in the Investment Banking division of Goldman Sachs. Bill is currently a director of EACOM Timber and Eagle Family Foods. He is also active in the Firm’s investments in Newport Group, Premia Re and Third Point Re. He also was active in PowerTeam Services and the Firm’s past investment in Cronos. He earned an M.B.A. from the Stanford Graduate School of Business in 2016 and received a B.A. in Economics, summa cum laude, from Colgate University in 2009.

Carson Gibson
Associates
Associates

Carson Gibson

Associate

Carson joined Kelso in 2018. She spent the preceding two years as an investment banking analyst in the Financial Institutions Group at J.P. Morgan. She received a B.S. in Commerce with Distinction from the McIntire School of Commerce at the University of Virginia in 2016.

Michael Goldberg photo
Senior Advisory Partners
Managing Directors - Senior Advisory Partners

Michael Goldberg

Senior Advisory Partner

Michael joined Kelso in 1991. He spent the preceding two years as a Managing Director and Co-head of the Mergers and Acquisitions department at The First Boston Corporation. He spent the previous eleven years practicing corporate law in the Mergers and Acquisitions group of Skadden, Arps, Slate, Meagher & Flom, becoming a Partner in 1980. He spent the previous five years as an Associate at Cravath, Swaine & Moore. Michael is currently a director of Delphin Shipping. In addition, he is active in the Firm’s investments in The Poseidon Companies and Tallgrass. He has served as a director on the boards of many Kelso portfolio companies, including Armkel, Buckeye Partners, Cronos, Eagle Bulk Shipping, Endo Pharmaceuticals, KAR Auction Services, Optigas, Overwatch Systems, Unilab and Universal Outdoor.

Alec Hufnagel photo
Investment Partners
Managing Directors - Investment Partners

Alec Hufnagel

Investment Partner

Alec joined Kelso in 2008. He spent the preceding two years in the Leveraged Finance group of Deutsche Bank. Alec is currently a director of Individual FoodService and Zenith Energy. In addition, he is active in the Firm’s investments in Sandler O’Neill + Partners and Venari Resources. He also was active in the Firm’s past investments in Harbor Community Bank, Hunt Marcellus, Oceana Therapeutics, Shelter Bay Energy, Tallgrass Development and Wilton Re.  He was a past director of Ajax Resources, Sentinel Data Centers and Sirius Computer Solutions. Alec received a B.A. in Economics from Dartmouth College in 2006.

Kois photo
Senior Accountants
Accounting & Finance

Dillon Kois

Senior Accountant

Dillon joined Kelso in 2013. Prior to joining the Firm, he was a Senior Audit Associate in the Private Equity Investor Services practice at Deloitte & Touche LLP. He is a Certified Public Accountant. He received both his B.S. and M.S. in Accounting from Fordham University in 2010.

Nick LaTorre
Associates
Associates

Nick LaTorre

Associate

Nick joined Kelso in 2018. He spent the preceding three years in the Mergers & Acquisitions group of Moelis & Company. Nick is active in the Firm's investment in Augusta Sportswear, Individual FoodService and Newport Group. He received a B.S. in Finance, magna cum laude, from Villanova University in 2015.

Leone photo
Vice Presidents
Legal & Compliance

Rosanna Leone

VP, Legal & Compliance

Rosanna joined Kelso in 2000. Prior to joining the Firm, she was a senior legal assistant at LeBoeuf, Lamb, Greene & MacRae, LLP. She received a B.A. in Social Sciences from Dowling College in 1988.

Hank Mannix photo
Investment Partners
Managing Directors - Investment Partners

Hank Mannix

Investment Partner

Hank joined Kelso in 2004. He spent the preceding two years in the Investment Banking division of Credit Suisse First Boston. Hank co-leads our healthcare practice and also focuses on investments in the services sector. He is currently a director of Elara Caring, Global Ship Lease Inc., Physicians Endoscopy and The Traxys Companies. He was a past director of Helios, PowerTeam Services, Sentinel Data Centers and Sirius Computer Solutions. In addition, he was active in the Firm’s past investments in Custom Building Products and Eagle Bulk Shipping. Hank received a B.S. in Math and Economics, magna cum laude, from the College of the Holy Cross in 2001. He is the Chairman of the Board of Trustees for Explore Schools of Brooklyn, four public charter schools located in Brooklyn.

George Matelich photo
Senior Advisory Partners
Managing Directors - Senior Advisory Partners

George Matelich

Senior Advisory Partner

George joined Kelso in 1985.  He spent the preceding two years in the Mergers and Acquisitions and Corporate Finance departments at Lehman Brothers Kuhn Loeb.  He has served as a director of more than 20 former Kelso affiliated companies and as lead director of two public companies.  George earned an M.B.A. from the Stanford GSB in 1982 and a B.A. in Business Administration, summa cum laude, from the University of Puget Sound in 1978. He was a C.P.A. and holds a C.M.A.

Howard Matlin photo
Partners
Accounting & Finance

Howard Matlin

Partner & CFO

Howard joined Kelso in 1997. He spent the preceding eight years as Chief Financial Officer and a Principal at Butler Capital Corporation, an investment firm specializing in leveraged buyouts. He spent the previous nine years in various financial management positions at Deloitte & Touche, Colgate-Palmolive and Riverbank America. Howard earned an M.B.A. from St. John’s University in 1979, where he graduated beta gamma sigma, and received a B.A. in Political Science from Queens College in 1976. He was a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He was a founding board member of the New York Chapter of the Private Equity CFO Association and is a former member of The George Washington University School of Business Board of Advisors.

Hugh McBride photo
Vice Presidents
Vice Presidents

Hugh McBride

Vice President

Hugh joined Kelso in 2012. He spent the preceding two years in the General Banking group of Lazard. Hugh is currently a director of Elara Caring and Physicians Endoscopy. In addition, he is active in the Firm's investment in Delphin Shipping and Global Ship Lease Inc. Past directorships include 4Refuel. He also was active in the Firm’s past investments in Helios and Truck-Lite. He received a B.A. in Economics, magna cum laude, from Georgetown University in 2010.

Church Moore photo
Investment Partners
Managing Directors - Investment Partners

Church Moore

Investment Partner

Church joined Kelso in 1998. For the preceding year, he was an Associate at Investcorp International, Inc. For the previous three years, he was an Analyst in the Corporate Finance group at BT Securities Corporation. Church co-leads our healthcare practice and also focuses on investments in the industrial and consumer sectors. He is currently a director of Elara Caring, Foundation Consumer Healthcare and Physicians Endoscopy. Past directorships include 4Refuel, Del Laboratories, DS Waters, Ellis Communications, Helios, KAR Auction Services and Truck-Lite. He currently is active in the Firm's investment in Individual FoodService. In addition, he also was active in the Firm’s past investments in Armkel, Key Components, Nortek, Unilab and Waste Services.

Michael Nichols photo
Capital Markets

Michael Nichols

Partner, Capital Markets

Michael joined Kelso in 2016. He is focused on the firm’s capital markets activities, including acquisition financing for new investments and capital structure optimization for existing portfolio companies. Prior to joining Kelso, Michael was a Vice President in the Leveraged Finance group at Goldman Sachs where he was responsible for originating, structuring and executing leveraged loan and high yield bond financings. Previously, Michael held capital markets roles at RoundPoint Capital Group and Banc of America Securities. Michael earned an M.B.A. from the Yale School of Management in 2012 and received a B.S. in Industrial & Systems Engineering from Virginia Tech in 2004.

O’Leary photo
Technology Coordinators
Accounting & Finance

Tamara O'Leary

Technology Coordinator

Tamara joined Kelso in 1994 reporting to the Chief Financial Officer.  Tamara manages the research, development and deployment of critical business systems to the firm.  Prior to joining Kelso, Tamara had a career as an independent entrepreneur developing automation solutions for her various clients.

sandyosborne@kelso.com
Investment Partners
Managing Directors - Investment Partners

Sandy Osborne

Investment Partner

Sandy joined Kelso in 1998. He spent the preceding two years as an Associate at Summit Partners. He spent the previous three years at J.P. Morgan & Co. as an Associate in the Private Equity group and an Analyst in the Financial Institutions group. Sandy leads our energy practice and also focuses on investments in the industrial sector. He is currently a director of Individual FoodService, The Traxys Companies and US LBM. Past directorships include 4Refuel, Ajax Resources, Custom Building Products, The CVR Energy Companies, Hunt Marcellus, Optigas, PowerTeam Services, Shelter Bay Energy, SouthernCarlson and Tallgrass Development. In addition, he also was active in the Firm’s past investment in BWAY. Sandy received a B.A. in Government from Dartmouth College in 1993. He is currently a Trustee of Prep for Prep, a New York-based non-profit organization.

Pasman
Controller
Accounting & Finance

Sean Pasman

Controller

Sean joined Kelso in 1998. Prior to joining the Firm, he was a Senior Accountant at Continental Grain Company. He received a B.S. in Accounting from State University of New York at Binghamton in 1995.

Emily Rohrbach
Associates
Investor Relations & Marketing

Emily Rohrbach

Associate, Investor Relations

Emily joined Kelso in 2018. She is focused on marketing, fundraising and investor relations. She spent the preceding two years in the Capital Markets Advisory group of Lazard. She received a B.S. in Finance and Marketing from the McIntire School of Commerce at the University of Virginia in 2016.

Renee
Controller
Accounting & Finance

Renee Schwidel

Controller

Renee joined Kelso in 1995. Prior to joining the Firm, she was a staff accountant at David J. Greene & Co. Previously, she worked as a tax accountant at Arthur Andersen & Co. She received a B.S. in Accounting from the University of Scranton in 1988.

Chris Tanner photo
Portfolio Operations

Chris Tanner

Associate, Portfolio Operations

Chris joined Kelso in 2019.  As an Associate of Operations, Chris is focused on improving the operational performance of Kelso’s portfolio companies. Prior to joining Kelso, Chris worked for a Chicago-based venture capital firm, and spent 4 years at Oliver Wyman as a management consultant.  He earned an M.B.A from Northwestern University’s Kellogg School of Management, and a B.S. in Management, cum laude, from Brigham Young University.

Matt Teller photo
Associates
Associates

Matthew Teller

Associate

Matthew joined Kelso in 2017. He spent the preceding three years in the Global Financial Sponsors group of Barclays. Matthew is active in the Firm's investment in Newport Group and SouthernCarlson.  He also was active in the Firm's past investment in PowerTeam Services.  He received a B.S. in Finance, magna cum laude, from the School of Business at Wake Forest University in 2014.

Thelliyankal
Directors
Accounting & Finance

Dominic Thelliyankal

Director, Financial Reporting

Dominic joined Kelso in 2008. Prior to joining the Firm, he was a Manager in the Private Equity Investor Services practice of Deloitte & Touche LLP. He was a Certified Public Accountant. He received a B.S. in Accounting from the State University of New York at Albany in 2001.

Dave Wahrhaftig photo
Senior Advisory Partners
Managing Directors - Senior Advisory Partners

Dave Wahrhaftig

Senior Advisory Partner

Dave joined Kelso in 1987. He spent the preceding five years as an Associate Director of Mergers and Acquisitions with Arthur Young & Company. Dave is currently a director of Augusta Sportswear, Nivel and Renfro. He has served as a director on the boards of many Kelso portfolio companies, including BWAY, DS Waters, Endo Pharmaceuticals, KAR Auction Services, TransDigm and Unilab. Dave earned an M.B.A. from Wake Forest University in 1982 and received a B.A. in Economics from Western Maryland College in 1980. He is currently a Trustee and Chair of the Audit and Compliance Committee of Wake Forest University and a member of the Wake Forest University School of Business Board of Visitors

Wall photo
Senior Advisory Partners
Managing Directors - Senior Advisory Partners

Tom Wall

Senior Advisory Partner

Tom joined Kelso in 1983. He spent the preceding three years as a lending officer in the Corporate Division of Chemical Bank. Tom is currently a director of Augusta Sportswear, Nivel and Renfro and an Advisory Board member of Sandler O’Neill + Partners. He has served as a director on the boards of many Kelso portfolio companies, including BWAY, Charter Communications, ClubCar, Cygnus Publishing, Ellis Communications, King Broadcasting and TransDigm. Tom received a B.S. in Business Administration with special attainments in Commerce from Washington & Lee University in 1980.  He is currently the Chairman of the Investment Committee of Washington & Lee, and is also a member of the Investment Committees of Choate Rosemary Hall in Connecticut and The Sacred Heart School in New York City.

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Portfolio Operations

Peter Walsh

Head of Portfolio Operations

Peter joined Kelso in 2019 to lead portfolio operations.  Prior to joining Kelso, he served as a partner at Oliver Wyman for 20 years. He has led numerous mergers/acquisitions, organizational restructurings, business transformations, and strategic negotiations. For eight years he served on Oliver Wyman’s Executive Committee and managed the firm’s global Manufacturing, Transportation and Energy business, which focused on the firm’s industrial clients. He also headed Oliver Wyman Transaction Services (OWTS), a division of MMC Securities Corp. which is the specialized investment banking arm of Marsh and McLennan Companies, and has directed significant private equity and capital markets transactions. A native of Scotland, Mr. Walsh earned bachelor’s degree in accounting from the University of Glasgow. He is certified as a Chartered Accountant by the Institute of Chartered Accountants of Scotland.

Emma Weinstein
Associates
Associates

Emma Weinstein

Associate

Emma joined Kelso in 2019.  She spent the preceding two years in the Mergers & Acquisitions and Restructuring groups at Moelis & Company.  She received a BBA in Finance and International Business, magna cum laude with honors, from the University of Georgia in 2017.

Mark Wise photo
Portfolio Operations

Mark Wise

VP, Portfolio Operations

Mark joined Kelso in 2019.  As a Vice President of Operations, Mark is focused on improving the operational performance of Kelso’s portfolio companies.  Prior to joining Kelso, he spent 4 years as a management consultant, independently and at Oliver Wyman, where he led numerous strategy, finance, and operational engagements.  Prior to consulting Mark served 5 years as an Infantry Officer in the US Army and 2 years as CFO for an outdoor equipment and endurance event company.  Mark earned an M.B.A from Georgetown University's McDonough School of Business, and a B.S. in Mechanical Engineering from the U.S. Air Force Academy.

William Woo headshot
Partners
Legal & Compliance

William Woo

Partner, General Counsel, CCO

William joined Kelso in 2019.  He spent the preceding four years as Managing Director and Deputy General Counsel at the Depository Trust and Clearing Corporation.  Prior to that, William spent four years as General Counsel and Chief Compliance Officer at North Cove Partners, a private equity firm spun out of Bank of America.  During the preceding five years, he held various senior positions at Merrill Lynch and BAML, including lead counsel for BAML Capital Partners.  William began his legal career as an Associate in the M&A group of Shearman & Sterling.  William earned a J.D. from the Northwestern University School of Law in 2001 and received a B.A. from the University of California, Berkeley in 1995.

Managing Directors - Investment Partners

Phil Berney photo

Phil Berney

Co-Chief Executive Officer

Phil joined Kelso in 1999. He spent the preceding eight years at Bear, Stearns & Co. Inc., eventually becoming a Senior Managing Director and Head of the High Yield Capital Markets group. He was previously in High Yield Finance at The First Boston Corporation. Phil is currently a director of EACOM Timber and Eagle Foods. In addition, he is active in the Firm’s investments in Sandler O’Neill + Partners and Venari Resources. He has served as a director on the boards of many Kelso portfolio companies, including Armkel, Cronos, Custom Building Products, Del Laboratories, DS Waters, Logan's Roadhouse, Nortek, Overwatch Systems, PowerTeam Services, PSAV and Wilton Re.

Chris Collins photo

Chris Collins

Investment Partner

Chris joined Kelso in 2001. He spent the preceding two years attending business school and the previous three years as an Analyst at Stonington Partners. Chris leads our financial services practice and also focuses on investments in the services sector. He is currently a director of American Beacon, Augusta Sportswear, J.S. Held, Newport Group, Premia Re, Renfro and Risk Strategies. In addition, he is active in the Firm’s investment in Sandler O’Neill + Partners. Past directorships include Cronos, Harbor Community Bank, Oasis Outsourcing, Oceana Therapeutics, PSAV and Wilton Re. He also was active in the Firm’s past investments, including Eagle Bulk Shipping and Overwatch Systems. Chris received an M.B.A. from the Stanford Graduate School of Business in 2001 and received a B.A. in English with honors from Duke University in 1996.

Steve Dutton photo

Steve Dutton

Investment Partner

Steve joined Kelso in 2006. He spent the preceding two years in the Investment Banking division of Bear, Stearns & Co. Inc. Steve is focused primarily on investments in the financial services and services sectors. He is currently a director of American Beacon, J.S. Held, Newport Group, Premia Re, and Risk Strategies. In addition, he is active in the Firm’s investments in Sandler O’Neill + Partners and Third Point Re. Past directorships include Oasis Outsourcing. He was also active in the Firm’s past investments in Harbor Community Bank, PSAV and Wilton Re. Steve received a B.S. in Commerce with Distinction from the McIntire School of Commerce at the University of Virginia in 2004.   He is currently a member of the Advisory Board of Champions for Quality Education, a New York-based non-profit organization.

Matt Edgerton photo

Matt Edgerton

Investment Partner

Matt joined Kelso in 2005. He spent the preceding two years in the Investment Banking division of Deutsche Bank. Matt is focused primarily on investments in the consumer and industrial sectors. He is currently a director of Augusta Sportswear, EACOM Timber, Eagle Foods, Foundation Consumer Healthcare and US LBM. In addition, he is active in the Firm’s investments in Renfro. He was a past director of Cronos, Oceana Therapeutics, SouthernCarlson and Truck-Lite. He also was active in the Firm’s past investment in Ellis Communications and KAR Auction Services. Matt received a B.A. in Economics and History from Duke University in 2003.

Alec Hufnagel photo

Alec Hufnagel

Investment Partner

Alec joined Kelso in 2008. He spent the preceding two years in the Leveraged Finance group of Deutsche Bank. Alec is currently a director of Individual FoodService and Zenith Energy. In addition, he is active in the Firm’s investments in Sandler O’Neill + Partners and Venari Resources. He also was active in the Firm’s past investments in Harbor Community Bank, Hunt Marcellus, Oceana Therapeutics, Shelter Bay Energy, Tallgrass Development and Wilton Re.  He was a past director of Ajax Resources, Sentinel Data Centers and Sirius Computer Solutions. Alec received a B.A. in Economics from Dartmouth College in 2006.

Frank Loverro photo

Frank Loverro

Co-Chief Executive Officer

Frank joined Kelso in 1993. He spent the preceding three years in the Private Equity Investment group and High Yield Finance at The First Boston Corporation. Frank provides senior leadership behind our energy and healthcare practices. He is currently a director of Delphin Shipping, Physicians Endoscopy and Zenith Energy. Past directorships include Ajax Resources, Buckeye Partners, Eagle Bulk Shipping, Endo Pharmaceuticals, Helios, Oceana Therapeutics and Tallgrass Development. Frank received a B.A. in Economics with Distinction from the University of Virginia in 1991. He is currently a member of the Board of Trustees of the College Foundation of the University of Virginia and a Trustee of Prep for Prep, a New York-based non-profit organization, as well as a Director of Audubon Connecticut, the state organization of the National Audubon Society.

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Hank Mannix

Investment Partner

Hank joined Kelso in 2004. He spent the preceding two years in the Investment Banking division of Credit Suisse First Boston. Hank co-leads our healthcare practice and also focuses on investments in the services sector. He is currently a director of Elara Caring, Global Ship Lease Inc., Physicians Endoscopy and The Traxys Companies. He was a past director of Helios, PowerTeam Services, Sentinel Data Centers and Sirius Computer Solutions. In addition, he was active in the Firm’s past investments in Custom Building Products and Eagle Bulk Shipping. Hank received a B.S. in Math and Economics, magna cum laude, from the College of the Holy Cross in 2001. He is the Chairman of the Board of Trustees for Explore Schools of Brooklyn, four public charter schools located in Brooklyn.

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Church Moore

Investment Partner

Church joined Kelso in 1998. For the preceding year, he was an Associate at Investcorp International, Inc. For the previous three years, he was an Analyst in the Corporate Finance group at BT Securities Corporation. Church co-leads our healthcare practice and also focuses on investments in the industrial and consumer sectors. He is currently a director of Elara Caring, Foundation Consumer Healthcare and Physicians Endoscopy. Past directorships include 4Refuel, Del Laboratories, DS Waters, Ellis Communications, Helios, KAR Auction Services and Truck-Lite. He currently is active in the Firm's investment in Individual FoodService. In addition, he also was active in the Firm’s past investments in Armkel, Key Components, Nortek, Unilab and Waste Services.

sandyosborne@kelso.com

Sandy Osborne

Investment Partner

Sandy joined Kelso in 1998. He spent the preceding two years as an Associate at Summit Partners. He spent the previous three years at J.P. Morgan & Co. as an Associate in the Private Equity group and an Analyst in the Financial Institutions group. Sandy leads our energy practice and also focuses on investments in the industrial sector. He is currently a director of Individual FoodService, The Traxys Companies and US LBM. Past directorships include 4Refuel, Ajax Resources, Custom Building Products, The CVR Energy Companies, Hunt Marcellus, Optigas, PowerTeam Services, Shelter Bay Energy, SouthernCarlson and Tallgrass Development. In addition, he also was active in the Firm’s past investment in BWAY. Sandy received a B.A. in Government from Dartmouth College in 1993. He is currently a Trustee of Prep for Prep, a New York-based non-profit organization.

Managing Directors - Senior Advisory Partners

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Frank Bynum

Senior Advisory Partner

Frank joined Kelso in 1987. He spent the preceding two years as an Investment Analyst with New York Life Insurance Company. Frank is currently a director of Nivel and US LBM. He has served as a director on the boards of many Kelso portfolio companies, including 21st Century Newspapers, Custom Building Products, Cygnus Publishing, Ellis Communications, Endurance Business Media, PSAV, Sentinel Data Centers, Sirius Computer Solutions, Truck-Lite and Universal Outdoor. Frank received a B.A. in History from the University of Virginia in 1985. He is currently a Trustee of Prep for Prep, a New York-based non-profit organization, and is an Emeritus Trustee of The College Foundation of the University of Virginia.

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Michael Goldberg

Senior Advisory Partner

Michael joined Kelso in 1991. He spent the preceding two years as a Managing Director and Co-head of the Mergers and Acquisitions department at The First Boston Corporation. He spent the previous eleven years practicing corporate law in the Mergers and Acquisitions group of Skadden, Arps, Slate, Meagher & Flom, becoming a Partner in 1980. He spent the previous five years as an Associate at Cravath, Swaine & Moore. Michael is currently a director of Delphin Shipping. In addition, he is active in the Firm’s investments in The Poseidon Companies and Tallgrass. He has served as a director on the boards of many Kelso portfolio companies, including Armkel, Buckeye Partners, Cronos, Eagle Bulk Shipping, Endo Pharmaceuticals, KAR Auction Services, Optigas, Overwatch Systems, Unilab and Universal Outdoor.

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George Matelich

Senior Advisory Partner

George joined Kelso in 1985.  He spent the preceding two years in the Mergers and Acquisitions and Corporate Finance departments at Lehman Brothers Kuhn Loeb.  He has served as a director of more than 20 former Kelso affiliated companies and as lead director of two public companies.  George earned an M.B.A. from the Stanford GSB in 1982 and a B.A. in Business Administration, summa cum laude, from the University of Puget Sound in 1978. He was a C.P.A. and holds a C.M.A.

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Frank Nickell

Chairman

“Nick” joined Kelso in 1977. He has been involved with private equity investing since joining the Firm 39 years ago. He spent the preceding six years practicing as a Certified Public Accountant. In addition to having been a member of numerous Kelso portfolio company boards, Nick is a former director of Bear, Stearns & Co. Inc. and BlackRock, Inc. Nick received a B.S. in Business Administration and Accounting from the University of North Carolina at Chapel Hill in 1970. He is currently a Trustee of NYU Hospitals Center. He has also won over 20 North American Bridge League National titles, represented the United States in International competition 18 of the last 23 years and has been a member of the team that won the World Championship on four different occasions.

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Dave Wahrhaftig

Senior Advisory Partner

Dave joined Kelso in 1987. He spent the preceding five years as an Associate Director of Mergers and Acquisitions with Arthur Young & Company. Dave is currently a director of Augusta Sportswear, Nivel and Renfro. He has served as a director on the boards of many Kelso portfolio companies, including BWAY, DS Waters, Endo Pharmaceuticals, KAR Auction Services, TransDigm and Unilab. Dave earned an M.B.A. from Wake Forest University in 1982 and received a B.A. in Economics from Western Maryland College in 1980. He is currently a Trustee and Chair of the Audit and Compliance Committee of Wake Forest University and a member of the Wake Forest University School of Business Board of Visitors

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Tom Wall

Senior Advisory Partner

Tom joined Kelso in 1983. He spent the preceding three years as a lending officer in the Corporate Division of Chemical Bank. Tom is currently a director of Augusta Sportswear, Nivel and Renfro and an Advisory Board member of Sandler O’Neill + Partners. He has served as a director on the boards of many Kelso portfolio companies, including BWAY, Charter Communications, ClubCar, Cygnus Publishing, Ellis Communications, King Broadcasting and TransDigm. Tom received a B.S. in Business Administration with special attainments in Commerce from Washington & Lee University in 1980.  He is currently the Chairman of the Investment Committee of Washington & Lee, and is also a member of the Investment Committees of Choate Rosemary Hall in Connecticut and The Sacred Heart School in New York City.

Vice Presidents

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Keith Castaldi

Vice President

Keith joined Kelso in 2015. He spent the preceding three years at Leonard Green & Partners. Prior to joining Leonard Green & Partners, he spent two years in the Financial Sponsors group at Bank of America Merrill Lynch. Keith is currently a director of Foundation Consumer Healthcare and Individual FoodService. In addition, he is active in the Firm's investments in Augusta Sportswear, Nivel and Sirius Computer Solutions.  Past directorships include SouthernCarlson. He received a B.S. in Management from Binghamton University in 2010.

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Forrest Compton

Vice President

Forrest joined Kelso in 2014. He spent the preceding two years in the Financial Sponsors group at Credit Suisse. Forrest is currently a director of J.S. Held.  In addition, he is active in the Firm's investments in American Beacon, EACOM Timber, Newport Group, Premia Re, Risk Strategies and Third Point Re.  He was a past director of PowerTeam Services He received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia in 2012.

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Bill Frayer

Vice President

Bill joined Kelso in 2011. Prior to initially joining Kelso, he spent the preceding two years in the Investment Banking division of Goldman Sachs. Bill is currently a director of EACOM Timber and Eagle Family Foods. He is also active in the Firm’s investments in Newport Group, Premia Re and Third Point Re. He also was active in PowerTeam Services and the Firm’s past investment in Cronos. He earned an M.B.A. from the Stanford Graduate School of Business in 2016 and received a B.A. in Economics, summa cum laude, from Colgate University in 2009.

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Hugh McBride

Vice President

Hugh joined Kelso in 2012. He spent the preceding two years in the General Banking group of Lazard. Hugh is currently a director of Elara Caring and Physicians Endoscopy. In addition, he is active in the Firm's investment in Delphin Shipping and Global Ship Lease Inc. Past directorships include 4Refuel. He also was active in the Firm’s past investments in Helios and Truck-Lite. He received a B.A. in Economics, magna cum laude, from Georgetown University in 2010.

Associates

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Richard Bilger

Associate

Richard joined Kelso in 2017. He spent the preceding two years in the Mergers & Acquisitions group at Greenhill & Co. Richard is active in the Firm's investment in Elara Caring, Foundation Consumer Healthcare and Tallgrass Development. He received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia in 2015.

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Devin Brown

Associate

Devin joined Kelso in 2019.  He spent the preceding six years at J.P. Morgan, most recently in the Media & Communications Investment Banking Group.  He received a B.A. in Psychology and Pre-Business and graduated from the College of the Holy Cross in 2012.

Michael Casciotti

Michael Casciotti

Associate

Michael joined Kelso in 2019. He spent the preceding two years as an investment banking analyst in the Financial Institutions Group at J.P. Morgan. He received an A.B. in Applied Mathematics, cum laude, from Harvard College in 2017.

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Tim Duffy

Associate

Tim joined Kelso in 2017. He spent the preceding two years in the Leveraged Finance group at Goldman Sachs. Tim is active in the Firm’s investments in J.S. Held, Risk Strategies and Venari Resources. He also was active in the Firm’s past investment in Ajax Resources. He received a B.S. in Accounting and Finance, summa cum laude, from Virginia Tech in 2014.

Carson Gibson

Carson Gibson

Associate

Carson joined Kelso in 2018. She spent the preceding two years as an investment banking analyst in the Financial Institutions Group at J.P. Morgan. She received a B.S. in Commerce with Distinction from the McIntire School of Commerce at the University of Virginia in 2016.

Nick LaTorre

Nick LaTorre

Associate

Nick joined Kelso in 2018. He spent the preceding three years in the Mergers & Acquisitions group of Moelis & Company. Nick is active in the Firm's investment in Augusta Sportswear, Individual FoodService and Newport Group. He received a B.S. in Finance, magna cum laude, from Villanova University in 2015.

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Matthew Teller

Associate

Matthew joined Kelso in 2017. He spent the preceding three years in the Global Financial Sponsors group of Barclays. Matthew is active in the Firm's investment in Newport Group and SouthernCarlson.  He also was active in the Firm's past investment in PowerTeam Services.  He received a B.S. in Finance, magna cum laude, from the School of Business at Wake Forest University in 2014.

Emma Weinstein

Emma Weinstein

Associate

Emma joined Kelso in 2019.  She spent the preceding two years in the Mergers & Acquisitions and Restructuring groups at Moelis & Company.  She received a BBA in Finance and International Business, magna cum laude with honors, from the University of Georgia in 2017.

Portfolio Operations

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Chris Tanner

Associate, Portfolio Operations

Chris joined Kelso in 2019.  As an Associate of Operations, Chris is focused on improving the operational performance of Kelso’s portfolio companies. Prior to joining Kelso, Chris worked for a Chicago-based venture capital firm, and spent 4 years at Oliver Wyman as a management consultant.  He earned an M.B.A from Northwestern University’s Kellogg School of Management, and a B.S. in Management, cum laude, from Brigham Young University.

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Peter Walsh

Head of Portfolio Operations

Peter joined Kelso in 2019 to lead portfolio operations.  Prior to joining Kelso, he served as a partner at Oliver Wyman for 20 years. He has led numerous mergers/acquisitions, organizational restructurings, business transformations, and strategic negotiations. For eight years he served on Oliver Wyman’s Executive Committee and managed the firm’s global Manufacturing, Transportation and Energy business, which focused on the firm’s industrial clients. He also headed Oliver Wyman Transaction Services (OWTS), a division of MMC Securities Corp. which is the specialized investment banking arm of Marsh and McLennan Companies, and has directed significant private equity and capital markets transactions. A native of Scotland, Mr. Walsh earned bachelor’s degree in accounting from the University of Glasgow. He is certified as a Chartered Accountant by the Institute of Chartered Accountants of Scotland.

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Mark Wise

VP, Portfolio Operations

Mark joined Kelso in 2019.  As a Vice President of Operations, Mark is focused on improving the operational performance of Kelso’s portfolio companies.  Prior to joining Kelso, he spent 4 years as a management consultant, independently and at Oliver Wyman, where he led numerous strategy, finance, and operational engagements.  Prior to consulting Mark served 5 years as an Infantry Officer in the US Army and 2 years as CFO for an outdoor equipment and endurance event company.  Mark earned an M.B.A from Georgetown University's McDonough School of Business, and a B.S. in Mechanical Engineering from the U.S. Air Force Academy.

Human Capital

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David Cohen

Partner, Human Capital

David joined Kelso in 2019. He is focused on applying talent and human capital best practices to enhancing the firm’s investment process, portfolio companies and Kelso Specialist Network. He spent the preceding nine years with American Securities in a similar role in support of their middle market portfolio.  He was previously with Bristol-Myers Squibb for more than eight years where he held a number of HR leadership positions including three and a half years based in Singapore as their HR leader for Asia Pacific.  Prior to joining BMS in 2001, he was with General Electric for nine years where he held various HR positions in the Company’s Healthcare, Industrial Systems and Plastics businesses. He began his career managing a small rural based development organization in Botswana, Africa as a United States Peace Corps Volunteer.

Capital Markets

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Michael Nichols

Partner, Capital Markets

Michael joined Kelso in 2016. He is focused on the firm’s capital markets activities, including acquisition financing for new investments and capital structure optimization for existing portfolio companies. Prior to joining Kelso, Michael was a Vice President in the Leveraged Finance group at Goldman Sachs where he was responsible for originating, structuring and executing leveraged loan and high yield bond financings. Previously, Michael held capital markets roles at RoundPoint Capital Group and Banc of America Securities. Michael earned an M.B.A. from the Yale School of Management in 2012 and received a B.S. in Industrial & Systems Engineering from Virginia Tech in 2004.

Investor Relations & Marketing

Lynn Alexander

Lynn Alexander

Partner, Investor Relations

Lynn joined Kelso in 2010. She is focused on marketing, fundraising and investor relations. She spent the preceding eight years as an active leader in a variety of non-profit organizations and raising her four children. She spent the previous seven years in the Investment Banking division of Merrill Lynch & Co., eventually becoming Director. She also spent three years as an Associate in the Natural Resources Investment Banking group at Kidder, Peabody & Co. Lynn earned an M.B.A. with Distinction from the University of Michigan in 1991 and received a B.B.A. in Finance and Accounting from Texas Tech University in 1986. She holds a Certificate in Management Accounting. She has been a member of the Business Advisory Council of the Texas Tech University Rawls College of Business since its inception in 2001, chairing the Council from 2012 to 2014. She also currently serves as Chairman of the Investment Advisory Committee for the Endowment at Texas Tech University.

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Allie Condon

Vice President, Investor Relations

Allie joined Kelso in 2013. She is focused on marketing, fundraising and investor relations. She spent the preceding two years in the Consumer & Retail Investment Banking group of RBC Capital Markets. She received a B.B.A. with High Distinction from the Ross School of Business at the University of Michigan in 2011.

Emily Rohrbach

Emily Rohrbach

Associate, Investor Relations

Emily joined Kelso in 2018. She is focused on marketing, fundraising and investor relations. She spent the preceding two years in the Capital Markets Advisory group of Lazard. She received a B.S. in Finance and Marketing from the McIntire School of Commerce at the University of Virginia in 2016.

Legal & Compliance

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Karen Cipriano

Legal & Compliance Coordinator

Karen joined Kelso in 2015. Prior to joining Kelso, she spent two years at Kirkland & Ellis working on corporate knowledge management and attorney recruitment, training and development administration. Previously, she worked at the U.S. Senate, on numerous political campaigns and served as a White House Intern. She received an M.A. in Political Science concentrating in Applied Politics from American University in 2011. She received a B.A. in Political Science with a double major in Interdisciplinary Studies of Communications, Law, Economics and Government, cum laude, from American University in 2005.

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Jim Connors

Partner, Senior Advisory Counsel

Jim joined Kelso in 1993. He spent the preceding six years as an Associate with Debevoise & Plimpton, working primarily in their mergers and acquisitions group and securities practice group. He has served on the boards of many Kelso portfolio companies, including Custom Building Products. Jim earned a J.D. from the University of Virginia, where he was a member of the Order of the Coif and the Law Review, in 1987. He received a B.A. in History from The College of William & Mary in 1984. He is a member of the American Bar Association and the Association of the Bar of the City of New York.

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Rosanna Leone

VP, Legal & Compliance

Rosanna joined Kelso in 2000. Prior to joining the Firm, she was a senior legal assistant at LeBoeuf, Lamb, Greene & MacRae, LLP. She received a B.A. in Social Sciences from Dowling College in 1988.

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William Woo

Partner, General Counsel, CCO

William joined Kelso in 2019.  He spent the preceding four years as Managing Director and Deputy General Counsel at the Depository Trust and Clearing Corporation.  Prior to that, William spent four years as General Counsel and Chief Compliance Officer at North Cove Partners, a private equity firm spun out of Bank of America.  During the preceding five years, he held various senior positions at Merrill Lynch and BAML, including lead counsel for BAML Capital Partners.  William began his legal career as an Associate in the M&A group of Shearman & Sterling.  William earned a J.D. from the Northwestern University School of Law in 2001 and received a B.A. from the University of California, Berkeley in 1995.

Accounting & Finance

Akechman

Barbara Alechman

Vice President & Controller

Barbara joined Kelso in 1989. Prior to joining the Firm, she was a Tax Manager at Peat Marwick Main & Co. She was a Certified Public Accountant. She received a B.B.A. in Accounting from Pace University in 1981.

Ding

Tim Ding

Director of Tax

Tim joined Kelso in 2011. Prior to joining the Firm, he spent five years as a Vice President with Goldman, Sachs & Co. in the Investment Tax Services Group supporting Merchant Bank Private Equity and Debt funds. He spent the preceding eight years in public accounting firms including KPMG LLP and Deloitte & Touche LLP serving investment fund clients. He earned an M.B.A. from The University of Montana with a full scholarship in 1998 and received a B.S. from Hangzhou University in China in 1995.

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Dillon Kois

Senior Accountant

Dillon joined Kelso in 2013. Prior to joining the Firm, he was a Senior Audit Associate in the Private Equity Investor Services practice at Deloitte & Touche LLP. He is a Certified Public Accountant. He received both his B.S. and M.S. in Accounting from Fordham University in 2010.

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Howard Matlin

Partner & CFO

Howard joined Kelso in 1997. He spent the preceding eight years as Chief Financial Officer and a Principal at Butler Capital Corporation, an investment firm specializing in leveraged buyouts. He spent the previous nine years in various financial management positions at Deloitte & Touche, Colgate-Palmolive and Riverbank America. Howard earned an M.B.A. from St. John’s University in 1979, where he graduated beta gamma sigma, and received a B.A. in Political Science from Queens College in 1976. He was a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He was a founding board member of the New York Chapter of the Private Equity CFO Association and is a former member of The George Washington University School of Business Board of Advisors.

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Tamara O'Leary

Technology Coordinator

Tamara joined Kelso in 1994 reporting to the Chief Financial Officer.  Tamara manages the research, development and deployment of critical business systems to the firm.  Prior to joining Kelso, Tamara had a career as an independent entrepreneur developing automation solutions for her various clients.

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Sean Pasman

Controller

Sean joined Kelso in 1998. Prior to joining the Firm, he was a Senior Accountant at Continental Grain Company. He received a B.S. in Accounting from State University of New York at Binghamton in 1995.

Renee

Renee Schwidel

Controller

Renee joined Kelso in 1995. Prior to joining the Firm, she was a staff accountant at David J. Greene & Co. Previously, she worked as a tax accountant at Arthur Andersen & Co. She received a B.S. in Accounting from the University of Scranton in 1988.

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Dominic Thelliyankal

Director, Financial Reporting

Dominic joined Kelso in 2008. Prior to joining the Firm, he was a Manager in the Private Equity Investor Services practice of Deloitte & Touche LLP. He was a Certified Public Accountant. He received a B.S. in Accounting from the State University of New York at Albany in 2001.