Over the last two decades, I’ve had the privilege of leading and advising companies through their most pivotal moments—from IPOs and M&A to public-to-private transformations and enterprise resets. As a legal, financial, and operational executive, I’ve focused on turning complexity into clarity, and strategy into sustainable growth. Here is my biography.

After more than 20 years in finance and operations leadership, I’ve taken some time to reflect on the path that brought me here—from Big 4 consulting to public REITs, startups, publishing, and beyond. I’m passionate about process, people, and purpose, and I’m energized by helping organizations grow smarter and more sustainably. Here is my biography.

Zack Zimmerman is a bold, mission-driven executive whose career has been defined by building and scaling visionary enterprises at the convergence of sustainability, technology,...

John Patrick Kelly is a visionary executive and LegalTech pioneer with over 35 years of leadership experience driving innovation at the intersection of technology, legal services, and investment strategy. As the founder of multiple successful ventures—including KL Capital and BlackStone Discovery—he has consistently delivered transformative results by aligning market insight, operational rigor, and scalable business models. With a strong foundation in legal operations, digital transformation, and venture capital, John is known for his strategic clarity, disciplined execution, and ability to lead high-performing teams through complex, cross-border initiatives. His work has earned him recognition as a trusted advisor to Fortune 500 companies, investors, and boards alike.

Douglas Jordan is a visionary FinTech executive with over 30 years of experience leading transformative initiatives across global financial markets. As President of Diamond Standard Asset Management, he played a pivotal role in launching the world’s first SEC-regulated diamond commodity exchange, bridging traditional finance with blockchain innovation. Known for his strategic foresight, operational expertise, and ethical leadership, Douglas has consistently driven growth, built high-performing teams, and cultivated trusted relationships with investors, institutions, and global partners. His career reflects a rare combination of technical acumen, international perspective, and an unwavering commitment to innovation and integrity.

I'm a seasoned property management and operations executive with over 20 years of experience leading multifamily, affordable, mixed-use, and commercial real estate portfolios. From lease-ups and repositioning projects to investor relations and strategic planning, I’ve had the opportunity to work with incredible teams across diverse markets, consistently driving occupancy, revenue growth, and operational excellence. I’m passionate about mentoring talent, solving complex challenges, and delivering value to owners, residents, and stakeholders alike.

I’m excited to share my professional biography, highlighting my journey as a strategic operator and investor over the past 15 years. From building scalable infrastructure platforms to delivering high-IRR exits for private equity investors, it’s been a fulfilling path of transformation, growth, and collaboration.

Kevin Laughlin is a seasoned financial executive with a proven track record of scaling companies from early-stage ventures to publicly traded enterprises across the software, services, internet, and manufacturing sectors. With deep expertise in SaaS, recurring revenue models, and operational finance, he has successfully led functions spanning accounting, financial planning, international operations, risk management, investor relations, and legal oversight. Throughout his career, Kevin has guided organizations through IPOs, mergers, and high-growth transitions, including taking companies from zero to \$100 million and from \$3 million to \$400 million in revenue. His leadership is marked by strategic foresight, operational excellence, and a commitment to building strong, scalable financial infrastructures.

With over 25 years of experience in private equity and real estate investment, Kirt Boultinghouse is a trusted leader in capital markets strategy, investor relations, and asset growth. As a principal, advisor, and board member, he brings a proven track record of aligning strategic investment opportunities with long-term value creation—driven by integrity, insight, and a passion for helping companies scale successfully.

Victor Vilaplana is a seasoned financial and operational executive known for his strategic foresight, analytical rigor, and relational leadership across both Fortune 500 companies and innovative startups. With a strong foundation in finance, market implementation, and investor relations, he has driven measurable growth and transformation in high-stakes environments. Victor’s career reflects a rare blend of business acumen and emotional intelligence, allowing him to navigate complex challenges while fostering trust among investors, policymakers, and cross-functional teams. His leadership is marked by a forward-looking, adaptable approach that consistently delivers shareholder value and long-term impact.

Joanna Rodriguez is a seasoned finance executive with over two decades of experience driving strategic growth and financial excellence in the consumer packaged goods and food industries. As Vice President of Finance at Miss Jones Baking Co., she leads critical initiatives in budgeting, forecasting, capital strategy, and investor relations. A Certified Management Accountant (CMA) with a proven track record in high-growth environments, Joanna combines financial rigor with operational insight to support companies scaling toward long-term success. She is passionate about using her expertise to mentor emerging leaders and contribute meaningfully through board service.

Greg Vance is a results-driven financial executive with over 30 years of global experience leading finance, operations, and strategic transformation across the financial services and technology sectors. Recognized for his ability to drive growth, operational excellence, and investor confidence, Greg has held senior leadership roles at TradeStation, FIS, and Thomson Reuters, where he guided organizations through IPO readiness, complex M&A, and large-scale business integrations. He brings a strong track record in financial planning and analysis, regulatory compliance, and performance optimization, with a leadership style grounded in integrity, transparency, and team development.

Ken Arnold is an accomplished medical device executive recognized for leading breakthrough innovations in laser technology and transforming companies through strategic vision and hands-on leadership. As CEO and Co-founder of Precise Light Surgical, he raised $17 million and guided the company from concept to commercialization with a novel tissue-sparing microsurgical platform. His earlier roles at Laserscope and Iridex underscore a consistent track record of scaling innovation into clinical and commercial success, including driving a $715 million acquisition and spearheading next-generation glaucoma treatments. With deep technical expertise, strong investor and clinical relationships, and a relentless focus on patient impact, Ken has built a career defined by precision, performance, and purpose.

I’m excited to share a bit more about my professional background and the value I bring to board and advisory roles. With over 45 years of executive experience, I’m passionate about helping organizations navigate strategic challenges and seize new opportunities. Here is my biography.

Excited to share an updated executive biography that reflects my journey across special situations investing, private equity origination, and strategic advisory. It’s been a privilege to work with great partners over the years—from Davis Funds and Avanti Partners to Blackstone and Trilantic—and to play a role in transactions that unlock real value.

As small and medium-sized businesses evolve, they often face complex financial challenges that can hinder growth—ranging from managing cash flow and scaling operations to preparing for fundraising or strategic expansion. While hiring a full-time CFO might be impractical or premature, a fractional CFO offers an ideal middle ground, delivering seasoned financial leadership on a flexible basis. These professionals bring deep expertise across strategic planning, capital raising, risk management, and financial systems—all at a fraction of the cost. By providing clear, objective guidance and strengthening communication among stakeholders, a fractional CFO helps businesses navigate change, seize opportunities, and build a solid foundation for long-term success.