Kirstan is a member of our Board of Advisors. Kirstan is the Managing Partner of kbb capital llc, which invests in private companies across sectors, including biotechnology, medical devices, saas, consumer tech and fintech. Kirstan has been an active angel investor in Boston-area start ups. Kirstan also currently serves on the Investment Committee of Castor Ventures, a venture fund that focuses on companies affiliated with MIT that operate in a broad range of sectors and stages.
Until recently, she directed all legal, regulatory and compliance affairs for one of the world's leading investment advisors for over 10 years. As a member of the senior management team of an investment advisory business in a high growth mode, she played key strategic roles with respect to risk, operations and management. Prior to that, Ms. Barnett was a corporate finance attorney for leading firms in New York and Boston.
Kirstan earned her Bachelor of Arts degree from the University of New Hampshire, her Doctor of Law degree (J.D.) from Georgetown University Law Center and her Masters in Business Administration from Massachusetts Institute of Technology.
Dan is an investment professional with 20+ years of experience as an equity analyst. Dan was most recently a Partner at Champlain Investments where he was an equity analyst for 11 years. Dan helped Champlain grow their assets under management from their inception to their present level of $7 billion in assets under management and served on their Investment Committee. Dan is particularly helpful to Sandy Cove in evaluating the small and mid cap managers that we evaluate quarterly.
Maureen is an investment professional with 30+ years of experience as an equity analyst and portfolio manager. Maureen has worked at several prestigious investment firms including Wellington Management, State Street Management & Research and Loomis Sayles. Maureen is particularly helpful in evaluating Large Cap and International investment strategies. Maureen is currently a Managing Directior at Golden Seeds, an angel group which provides early stage and growth capital to women entrepreneurs. The firm has nearly 300 members with over $80M invested in more than 76 companies. Investments primarily are made in health care, technology, and consumer industries.
As a member of our Board of Advisors, Holly brings over 20 years of experience as a tax attorney and senior Wall Street executive to her advisory work with clients. She led estate and tax advisory groups for JPMorgan (where she was Chief Tax Strategist for their private bank), Goldman Sachs, Lehman Brothers and then Bessemer Trust. Holly has worked with countless executive teams as they prepared for an IPO or sale of their companies as well as with family business owners on succession planning, shareholder agreements and tax matters (both personal and corporate). Holly has also worked with foundations, endowments and their boards on governance and investment issues as well as counseling clients on their philanthropic programs.
Holly received her B.A. cum laude from Cornell University and her J.D. from Boston University.
In 2010, Holly founded her consulting practice and firm, Wealthaven, working with individuals and families on estate and financial planning, succession and governance issues. Holly serves as both "chief strategist" and "chief execution" officer, ensuring that client's long term goals become reality.
As Chief Financial Officer, Paul helps with business strategy, financial management, and investment research and strategy. Previously, Paul served as Chief Financial Officer and Principal of an energy consulting firm SourceOne, Inc. which grew to $15 million in revenue and was sold to Veolia Energy in April 2007. He was successful in raising equity funding of $2 million and purchasing a company from Johnson Controls as part of the company's growth strategy. Paul also developed the commodity management business to help commercial, industrial and municipal customers to develop a strategy to competitively purchase electricity, natural gas and other fuels.
Paul has extensive startup and entrepreneurial experience gained thru his roles as the VP of Finance and Administration for CCBN.COM, an internet based investor relations website provider where he served as the Chief Accounting officer for the company's S-1 filing for an Initial Public Offering. Paul also served as VP Controller for a mutual fund distribution startup company, Funds Distributor, Inc. Both firms were ultimately successfully sold. Prior to the three startups, Paul worked for The Boston Company, a private investment bank now known as Mellon Bank Corporation as a divisional controller in their Securities Lending Group and in other financial and accounting roles.
Paul received his Bachelor of Arts in Economics from Colby College and his Masters in Business Administration from Boston College.
Kate is a member of our Board of Advisors and Investment Committee. As a member of our Investment Committee, she works closely with us on asset allocation, investment strategy and manager selection, including mutual funds, bond portfolios, separately managed accounts, ETFs, and alternative investments.
Kate comes to Sandy Cove Advisors with a wealth of investment experience spanning 19 years. She has closely analyzed many different industries in all different market conditions with a focus on risk management. For the last nine years, Kate worked at BlackRock where she was a Managing Director. Her responsibilities included managing $1+ billion of small capitalization portfolios for institutional clients both separately and in an asset-allocation fund. In addition, she co-led a team of six equity research analysts, and had industry sector responsibilities for healthcare stocks.
Prior to joining BlackRock, Kate worked at two other investment management firms in Boston where she honed her skills as an equity analyst and investment manager. At Boston Partners Asset Management (now Robeco), Kate was a Principal and closely followed healthcare and basic materials for large, mid, and small cap portfolios. At Independence Investment LLC she furthered her industry expertise covering consumer products, healthcare, and technology stocks across all equity sizes. Kate began her career at Morgan Stanley in New York City as a sell-side equity research associate and later a research analyst with responsibility for basic material stocks.
Kate earned her BA degree in International Relations from Lehigh University in 1989, and an MBA degree from Tulane University in 1993. Kate was awarded her Chartered Financial Analyst designation in 2001.