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Our Team

Advisory Board

Thomas Baldwin Jr. Photo
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Thomas Baldwin Jr.

Managing Director - BRS & Co.

Thomas Baldwin Jr.

Managing Director - BRS & Co.

Tom graduated from Siena College in BBA in Accounting. After working at Coopers & Lybrand he enrolled at Harvard Business School, graduating with a MBA in 1985.

Following business school Tom joined the strategy consulting firm The Boston Consulting Group. From BCG Tom went to The INVUS Group, a private equity firm focused on investing in the North American food industry. In 2000 Tom joined Bruckmann, Rosser Sherrill & Co., a middle market PE firm, as a Managing Director. Today Tom is a Managing Director and member of the investment committee at BRS. 

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Betsy Blunt Brown

President, Pendleton Square Trust & Family Office

Betsy Blunt Brown

President, Pendleton Square Trust & Family Office

Betsy is President of Pendleton Square Trust Company and also serves as a Director of the Trust Company. In these roles, she develops multi-generational family relationships and serves families and their advisors to deliver trust and family offices services as well as legacy plans. Prior to joining Pendleton Square, Betsy worked at Cumberland Trust and JPMorgan Private Bank serving affluent families throughout the Southeast. She also worked for more than 10 years at SunTrust Robinson Humphrey. She was a Director in the Fixed Income Origination team within SunTrust Debt Capital Markets, where she gained considerable transaction experience executing public debt offerings, private placements, and syndicated bank facilities.
 
Betsy is a partner in The JumpFund, an angel investment fund dedicated to investing in female-led businesses in the Southeast. Betsy earned a BS in Business Administration and a BA in East Asian Studies from Washington and Lee University in Lexington, Virginia. She also holds an MBA from Georgia State University in Atlanta, Georgia. In addition to her professional responsibilities, Betsy serves as a Trustee of Girls Preparatory School, her alma mater. Betsy is also a member of the Rotary Club of Chattanooga, the Estate Planning Council of Chattanooga, and the Endowment Committee for The Generosity Trust. Betsy lives on Signal Mountain with her husband and 3 active children.


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Mitch Cohen

Retired Vice-Chairman, PricewaterhouseCoopers

Mitch Cohen

Retired Vice-Chairman, PricewaterhouseCoopers

Mitch is retired Vice-Chairman of PwC. During his 36 year career he served as the client service partner on a number of the firm’s largest clients including AT&T, Comcast, and Xerox. In addition to his clients, Mitch had a variety of management responsibilities including the Firm’s strategy, M&A, public relations and communications, innovation and corporate responsibility.
 
Mitch is co-author of a groundbreaking study and book on self-made billionaires. Since the publication of The Self-Made Billionaire Effect, Mitch has been a frequent speaker in the media and at colleges and universities on innovation and entrepreneurship.
 
Since retiring from PwC Mitch has concentrated on investing and serving on the boards of various venture backed emerging companies including Farmer’s Fridge and Cordex Systems LLC.
 
Mitch is a graduate of Penn State University and serves on the Board of Visitors of the Smeal Business School. He also serves on the advisory board and finance committee of DonorsChoose and the Board of Directors of ProVetus.
 
Mitch and his wife Carri have two children and live in New York City.

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Edward R. Hintz

President - Hintz Capital Management

Edward R. Hintz

President - Hintz Capital Management

Edward Hintz is president of Hintz Capital Management Inc., a private money management firm in New Jersey specializing in investment management for individuals.
He was named a Penn State Alumni Fellow by the College of Business Administration in 1982 and a Distinguished Alumnus in 1987.  Mr. Hintz has served on the Penn State Board of Trustees since 1994 and is a past Chairman of the Board.  He is a Trustee of the New York Historical Society and Chairman of their investment committee.  He is a member of the National Board of the Smithsonian Institution.  He and his wife Helen are on the board of several other charitable organizations.

Mr. Hintz graduated from The Pennsylvania State University in 1959 with a bachelor’s degree in Business Administration and received an M.B.A. from Harvard University in 1963.

Stu Kotler Photo

Stu Kotler

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Bill Longbrake

Director at BECU

Bill Longbrake

Director at BECU

Bill Longbrake
Director at BECU

Bill Longbrake is director of BECU, the fourth largest credit union in the U.S. with 1 million members and total assets of $16 billion and chairs the Finance and Risk Committee. He is a director of City First Bank of DC, a national bank and community development financial institution which provides community development financial services in the Washington, DC metropolitan area, chairs the Audit Committee and serves on the Compensation and Loan committees.  

He is a nonvoting member of the Washington State Investment Board, which manages over $100 billion in public employee retirement funds, and serves on the Audit and Public Markets Committees.  

He earned his bachelor-of-arts degree in economics from the College of Wooster in 1965, graduating with honors. He earned his master’s degree in monetary economics in 1968 and his master of business administration degree in 1969 from the University of Wisconsin. He received his Ph.D. in finance from the University of Maryland in 1976.

Longbrake has published extensively and currently writes a monthly economic newsletter which is distributed by Barnett, Sivon and Natter.  He has taught courses in business administration and finance at the University of Maryland and Seattle University. 


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David Olk

Co-Founder ShopKeep.com Inc.

David Olk

Co-Founder ShopKeep.com Inc.

David is the co-founder of ShopKeep, a technology company that provides cloud-based operating software to over 40,000 small and medium businesses. As one of the Company's founders, COO and CFO, David helped build ShopKeep from a kernel of an idea to one of New York’s largest software as a service companies. Prior to ShopKeep, David was Director of Mergers and Acquisitions of IAC, Barry Diller's publicly traded holding company of numerous consumer facing technology brands including Tinder, Match, Vimeo, College Humor, Citysearch, Ticketmaster, and Ask.
 
David spent the first part of his career with PricewaterhouseCoopers' Mergers and Acquisitions team. He was also a board member of Kickstarter, which he helped finance and advise from the earliest stages. David loves the NYC tech space and is currently a board member or advisor to over 15 well funded businesses. He's a TechStars Mentor, Entrepreneur in Residence at Columbia Business School and a member of the Board of Directors for the University’s Eugene Lang Entrepreneurship Center. David loves to SCUBA dive, is not as great a skier as his wife, and has run a few Triathlons as a member of the Michael J Fox Foundation's Team Fox (“run” being very generous). A Certified Public Accountant, David has an undergraduate degree in Accounting from Tulane University and an MBA from Columbia University. He currently resides in Manhattan with his wife and two sons.

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Joanne Pace

Independent Board Director and Senior Advisor

Joanne Pace

Independent Board Director and Senior Advisor

Joanne Pace is a global Fortune 100 senior executive with significant financial and operating experience in complex regulated businesses. She held multiple senior leadership roles at major financial firms including Chief Operating Officer of Morgan Stanley Investment Management before, during and after the 2008 financial crisis. Prior to that, she served as Chief Operating Officer and Partner at FrontPoint Partners. As the Global Head of Human Resources at Credit Suisse, Joanne led the firm's human capital initiatives and was a member of the firm's Executive Committee. Earlier in her career, Joanne was Morgan Stanley's Controller and Principal Accounting Officer, a role she assumed after serving as the Chief Financial Officer of the Oversight Committee for the financial industry's bailout of Long Term Capital Management during the 1998 financial crisis.

Joanne currently serves on the Board of the Oppenheimer Funds, the Board of Horizon Blue Cross Blue Shield of New Jersey and the Alberleen Group Advisory Board. She also serves on the non-profit Board of 100 Women in Finance and Morgan Stanley Children's Hospital Advisory board.

Joanne has an MBA from New York University and is a Certified Public Accountant.

Thomas Quick Photo

Thomas Quick

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Blair E. Richardson

Managing Partner - Bow River Capital Partners

Blair E. Richardson

Managing Partner - Bow River Capital Partners

Mr. Blair Richardson is Managing Partner of Bow River Capital Partners.  He held executive positions in international sales and trading of public equity and debt securities for nearly 25 years.
 
Founded in 2003, Bow River is a private alternative asset management company based in Denver, Colorado, with buyout, real estate and energy fund platforms. Bow River’s buyout platform focuses on lower middle market operating companies, with an emphasis on human capital based businesses across a geographic area the principals refer to as Bow River Capital’s Rodeo Region®, which encompasses the Rocky Mountains and surrounding states.
 
Prior to forming Bow River Capital Partners, Mr. Richardson was Managing Partner of B.E. Richardson Investments, which invested in a variety of industries throughout North America. Between 1996 and 2002 his company made over 20 private equity investments.
Previously, Mr. Richardson was with Morgan Stanley & Company from 1987 to 1995. During his time at Morgan Stanley, Mr. Richardson served as President of Morgan Stanley Japan in Tokyo, Vice Chairman of Morgan Stanley Asia in Hong Kong, and Managing Director of the Equity and Fixed Income Department in New York.

Mr. Richardson is on the Advisory Board for Massey Quick Simon and is an active member on the boards of Colorado Concern, Mizel Museum, National Jewish Health, Kobelt Manufacturing Co. Ltd., Lex Capital Management, Inc., Ely & Associates Corp., Johnson Financial Group, LLC, NCP Investor, Inc., and Scollard Energy. In 2011, Mr. Richardson was named one of the most influential people in Denver by 5280 magazine ("The 5280 Fifty").

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Clifford M. Sobel

Managing Partner - Valor Capital Group

Clifford M. Sobel

Managing Partner - Valor Capital Group

Clifford Sobel has served as Ambassador to the Netherlands and Brazil, spanning both the Bush and Obama Administrations. In the private sector he has been an entrepreneur – manager, as well as President and Chairman of a technology company which was listed on the NASDAQ.

Today he is Managing Partner of Valor Capital Group, which is a diversified investment group investing in Brazil.  He is also a Partner in Related Brazil, a mixed use developer in Brazil, and he is a Partner and Board Member of Cantagalo, a diversified agriculture group.   He has served on Advisory Boards to the American Military Commander of Europe and NATO, as well as the Command for American Forces for Central and South America.  He is on the Board of Directors for Diamond Offshore Drilling (NYSE) (DO), We Are The Mighty (WATM), and the Boards of Council of American Ambassadors, Council of the Americas, and Christie’s Advisory Board for the Americas.  He serves as a member of the Council of Foreign Relations (CFR) and has served on the Task Force for North America.

Ambassador Sobel attended the University of Vermont and graduated with honors from New York University’s Stern Business School.  In 1999, he was awarded an honorary Doctorate of Law degree from Kean University, New Jersey, in recognition of his public service contribution.