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. 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. Phil received a B.S. in Business Administration from the University of North Carolina at Chapel Hill in 1986, where he was a Morehead-Cain Scholar. He is currently a Trustee and Member of the Executive Committee at The Trinity School of New York City, a member of the Morehead-Cain Scholarship Board and a past member of the Board of Trustees of The Mount Sinai Health System.

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 is currently a director of Physicians Endoscopy and Zenith Energy. Past directorships include Ajax Resources, Buckeye Partners, Delphin Shipping, 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 an Emeritus Trustee of the College Foundation of the University of Virginia and also Co-Chairs its New York Regional Board.  Frank is currently a member of the Board of Trustees of the Greenwich Country Day School and is also a member of the Boad of Trustees of New York-based non-profit organizations Prep for Prep and CMC: Foundation for Change.

Frank Nickell photo

Frank Nickell

Chairman

“Nick” joined Kelso in 1977. He has been involved with private equity investing since joining the Firm. 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.

Frank Bynum photo
Senior Advisory Partners
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. 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, Universal Outdoor and US LBM. 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
Senior Associates
Associates

Michael Casciotti

Senior 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. Michael is active in the Firm’s investments in J.S. Held, Nivel, Premia Re and Risk Strategies. He received an A.B. in Applied Mathematics, cum laude, from Harvard College in 2017.

Keith Castaldi photo
Principals
Principals

Keith Castaldi

Principal

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 Brands and Individual FoodService. In addition, he is active in the Firm's investments in Augusta Sportswear and Nivel.  Past directorships include SouthernCarlson. He was also active in the Firm’s investments in Oasis Outsourcing, Sirius Computer Solutions and US LBM. He received a B.S. in Management from Binghamton University in 2010.

Bernardo headshot
Portfolio Operations

Bernardo Chabert

Associate, Portfolio Operations

Bernardo joined Kelso in 2019. As an Associate in Portfolio Operations, Bernardo is focused on improving the operational performance of Kelso’s portfolio companies. Prior to joining Kelso, he spent 3 years as a management consultant at Oliver Wyman. Prior to consulting, Bernardo spent one year as a Public Finance Analyst for Evercore Partners. Bernardo earned a B.S. in Economics, summa cum laude, from Instituto Tecnológico Autónomo de México (ITAM).

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 business services sector. He is currently a director of American Beacon, Augusta Sportswear, J.S. Held, Newport Group, Premia Re, Risk Strategies and Watford Re. Past directorships include Cronos, Harbor Community Bank, Oasis Outsourcing, Oceana Therapeutics, PSAV, Third Point Re, and Wilton Re. He also was active in the Firm’s past investments, including Eagle Bulk Shipping, Overwatch Systems and Sandler O’Neill + Partners.

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.

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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
Senior Advisory Partners
Senior Advisory Partners

Jim Connors

Senior Advisory Partner

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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Controller
Accounting & Finance

Andrew Daniels

Controller

Andrew joined Kelso in 2021. He spent the preceding two years as a Senior Accountant at KKR Financial Services Company. Prior to KKR, he spent three years at PwC in the Investment Management Tax Practice. He is a Certified Public Accountant. He earned his Masters in Tax from Pace University and a B.S. in Economics from the University of Central Florida.

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
Vice Presidents
Vice Presidents

Tim Duffy

Vice President

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 Inmark, J.S. Held, Risk Strategies and Zenith Energy. He also was active in the Firm’s past investment in Ajax Resources and Venari 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 business 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 investment in Third Point Re. Past directorships include Oasis Outsourcing. He was also active in the Firm’s past investments in Harbor Community Bank, PSAV, Sandler O’Neill + Partners 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 business services sectors. He is currently a director of Augusta Sportswear, EACOM Timber, Eagle Foods, Ferraro Foods, Foundation Consumer Brands and Foundation Consumer Healthcare. In addition, he is active in the Firm’s investment in Renfro. He was a past director of Cronos, Oceana Therapeutics, SouthernCarlson, Truck-Lite and US LBM. He also was active in the Firm’s past investments in Ellis Communications and KAR Auction Services. Matt received a B.A. in Economics and History from Duke University in 2003.

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Senior Associates
Associates

Cameron Fraser

Senior Associate

Cameron joined Kelso in 2020. He spent the preceding four years in the Investment Banking division at Goldman Sachs, most recently as an associate in the Technology, Media & Telecommunications group. Cameron is active in the Firm’s investments in American Beacon, Elara Caring, Foundation Consumer Brands and Foundation Consumer Healthcare. He received a B.S. in Physics from Boston College in 2016.

Bill Frayer photo
Principals
Principals

Bill Frayer

Principal

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, Eagle Foods, Ferraro Foods and Inmark. He is also active in the Firm’s investments in Newport Group and Premia Re. He also was active in the Firm’s past investments in Cronos, PowerTeam Services and Third Point Re. 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.

Michael Goldberg photo
Senior Advisory Partners
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 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, Delphin Shipping, Eagle Bulk Shipping, Endo Pharmaceuticals, KAR Auction Services, Optigas, Overwatch Systems, Unilab and Universal Outdoor.

Henry Greer Headshot
Associates
Associates

Henry Greer

Associate

Henry joined Kelso in 2020. He spent the preceding two years as an investment banking analyst in the Power & Utilities group at Citigroup. Henry is active in the Firm’s investments in Inmark, Physicians Endoscopy and Zenith Energy. He received a B.A. in Economics from the University of Notre Dame in 2018.

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Portfolio Operations

Doron Hai

Vice President, Portfolio Operations

Doron joined Kelso in 2020. He is focused on improving the operational performance of Kelso’s portfolio companies.  Doron’s experience in operations and business transformation spans across various industries. Prior to joining Kelso, he spent six years as Chief Information Officer and Head of Operations at CapSpecialty, a specialty insurance carrier, and was with the American International Group (AIG) for six years before that, where he held a number of leadership positions and led cross-functional teams to reorganize the company, define operational strategies and improve efficiency. Prior to that he led operations due diligences,  process reengineering, supply chain strategy development, and  ERP implementation with KPMG, Merck and Kimber Manufacturing.

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 focused primarily on investments in the business services sector and previously spent time on our energy sector efforts.  Alec is currently a director of Individual FoodService, Inmark and Zenith Energy. He also was active in the Firm’s past investments in Harbor Community Bank, Hunt Marcellus, Oceana Therapeutics, Sandler O’Neill + Partners, Shelter Bay Energy, Tallgrass Development, Venari Resources 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.

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Accounting & Finance

Lena Johnson

Senior Manager, Tax

Lena joined Kelso in 2021. She spent the preceding six years as a Tax Accountant at Soros Fund Management LLC specializing in tax compliance for Private Equity and Hedge Funds. Prior to Soros, she spent three years at Deloitte Tax LLP in the Investment Management Tax Practice. She is a Certified Public Accountant. She earned her Masters in Tax from Fordham University and a B.S. in Accounting and International Business from Montclair State University.

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Associates
Associates

Sam Jones

Associate

Sam joined Kelso in 2021. He spent the preceding two years as an investment banking analyst in the Mergers & Acquisitions group at Greenhill. He earned a BBA in Finance, summa cum laude, from Emory University in 2019.

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Controller
Accounting & Finance

Dillon Kois

Controller

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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Partners
Accounting & Finance

Joe Kopilak

Partner & CFO

Joe joined Kelso in 2021. He spent the preceding two years at Pine Brook Partners, where he was Chief Financial Officer and Chief Compliance Officer. Prior to Pine Brook Partners, Joe was Chief Financial Officer and Chief Compliance Officer of Roundtable Investment Partners/Truvvo Partners for 13 years. Previously, he spent six years at J.P. Morgan, most recently as the Chief Financial Officer of the J.P. Morgan Partners Global Investors fund.  After starting his career at PricewaterhouseCoopers,  Joe spent three years at The Beacon Group as Assistant Controller. Joe received an MBA from the Wharton School at the University of Pennsylvania in 2002 and received a B.S. in Accounting, summa cum laude, from Boston College in 1995.  He is a Certified Public Accountant.

Nick La Torre
Senior Associates
Associates

Nick La Torre

Senior 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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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 business services sector. He is currently a director of Elara Caring, Global Ship Lease Inc., Physicians Endoscopy and Refresh Mental Health. 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.

Alban Martini photo
Associates
Associates

Alban Martini

Associate

Alban joined Kelso in 2021. He was previously an investment banking analyst in the Industrials and Business Services Groups at Jefferies. He earned a BBA in Finance and Investments, Summa Cum Laude, from Baruch College in 2019.

George Matelich photo
Senior Advisory Partners
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
Senior Advisory Partners
Senior Advisory Partners

Howard Matlin

Senior Advisory Partner

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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Principals
Principals

Hugh McBride

Principal

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, Physicians Endoscopy and Refresh Mental Health. In addition, he is active in the Firm's investment in Global Ship Lease Inc. Past directorships include 4Refuel. He also was active in the Firm’s past investments in Delphin Shipping, 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 business services and consumer sectors. He is currently a director of Elara Caring, Foundation Consumer Brands, Physicians Endoscopy and Refresh Mental Health. 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.

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Partners
Portfolio Operations

Beth Neumann

Partner, Portfolio Operations

Beth joined Kelso in 2021. She spent the preceding two years as a senior member of the portfolio operations team at Sun Capital Partners. She previously served as President and CEO of Starboard Cruise Services, a global retailer owned by LVMH. Prior to Starboard, Beth was an executive at Avon, Atkins Nutritionals, Kraft Foods, and Andersen Consulting. Beth received an Engineering degree from Cornell University and a Master of Business Administration from Harvard Business School.  

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Capital Markets

Michael Nichols

Partner, Capital Markets

Mike joined Kelso in 2016 and leads the firm’s capital markets activities, including acquisition financing for new investments and capital structure optimization for existing portfolio companies.  He is also responsible for the execution of all debt and equity co-investments, working in close coordination with the Investor Relations team. Prior to joining Kelso, Mike 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, he held capital markets roles at RoundPoint Capital Group and Banc of America Securities.  Mike received an MBA from Yale University in 2012 and a BS in Industrial and Systems Engineering from Virginia Tech in 2004.

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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.

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Associates
Associates

Daniel Ogunlowo

Associate

Daniel joined Kelso in 2020.  He spent the preceding two years as an investment banking analyst in the Diversified Industries Group at J.P. Morgan. Daniel is active in the Firm’s investments in Global Ship Lease Inc. and Individual FoodService. He received a B.S. in Finance, magna cum laude, from the University of Maryland, College Park in 2018.

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 focuses on investments in the business services sector and previously led our energy sector efforts.  He is currently a director of Individual FoodService and Inmark. Past directorships include 4Refuel, Ajax Resources, Custom Building Products, The CVR Energy Companies, Hunt Marcellus, Optigas, PowerTeam Services, Shelter Bay Energy, SouthernCarlson,  Tallgrass Development and US LBM. 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.

Lindsay Paterson Headshot
Vice Presidents
Vice Presidents

Lindsay Paterson

Vice President

Lindsay joined Kelso in 2020. Before joining Kelso, Lindsay spent two years in private equity at Riverstone Holdings, where she focused on investments across the energy, power, and renewables landscape. Lindsay started her career in investment banking at Goldman Sachs. Lindsay is currently a director of Ferraro Foods. Lindsay is active in the Firm’s investments in Eagle Foods, Foundation Consumer Brands and Refresh Mental Health. Lindsay received a B.A. in History, cum laude, from Yale University in 2014. She earned an M.B.A. from Harvard Business School in 2020.

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.

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Human Capital

Victoria Solarino

Dir. of Talent Acquisition & Success

Victoria joined Kelso in 2020. She is part of the Human Capital team, supporting key talent acquisition projects in our portfolio companies, Kelso Specialist Network and internally at Kelso. She spent the preceding 5 years at Two Sigma Investments holding two roles as Head of Executive Search  and Vice President, Head of Corporate Talent Acquisition. Prior experience includes 4 years at UBS Global Asset Management, Americas as a Senior Recruiter and 6 years at Michael Page International within various leadership roles between the UK and US. A native of England, Victoria earned her Bachelor of Arts (Hons) from Leeds University in 1999.

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Associates
Investor Relations & Marketing

Elise Stevens

Associate, Investor Relations

Elise joined Kelso in 2020. She spent the preceding two years as a senior investment analyst at TriLinc Global, an impact-focused private credit fund. Prior to that, she spent two years as an investment banking analyst in the Business Services group at Houlihan Lokey. She received a B.S. in Business Administration, cum laude, from the Marshall School of Business at the University of Southern California in 2016.

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Accounting & Finance

Christopher Surot

Fund Controller

Christopher joined Kelso in 2021. Prior to joining the Firm, he worked for The Blackstone Group since 2014 and served as an Assistant Vice President focusing on private equity funds in the Global Fund Finance group. Prior to Blackstone, Christopher began his career in the assurance practice at EY. Christopher is currently pursuing his M.B.A. at the NYU Stern School of Business. Christopher graduated from Loyola University Maryland with a B.B.A. in Accounting and a minor in Information Systems in 2013. He is a Certified Public Accountant.

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Senior Accountants
Accounting & Finance

Heidi Tam

Senior Accountant

Heidi joined Kelso in 2021. Prior to joining the Firm, she was a Senior Audit Associate in the Private Equity Investor Services practice at Deloitte & Touche LLP. Heidi is a Certified Public Accountant. Heidi received both her B.S. and M.S. in Accounting from Baruch College in 2016.

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Portfolio Operations

Chris Tanner

Vice President, Portfolio Operations

Chris joined Kelso in 2019.  As a Vice President in Portfolio 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.

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.

Corinne Thomas Headshot
Associates
Associates

Corinne Thomas

Associate

Corinne joined Kelso in 2020. She spent the preceding two years as an investment banking analyst in the Financial Sponsors Group at Credit Suisse. Corinne is active in the Firm’s investments in Ferraro Foods, Newport and Refresh Mental Health. She also was active in the Firm’s past investment in US LBM. She earned an MPhil in Sociology from the University of Cambridge in 2018 and received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia in 2017.

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Senior Advisory Partners
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

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Senior Advisory Partners
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. 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, Sandler O’Neill + Partners 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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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. 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. Phil received a B.S. in Business Administration from the University of North Carolina at Chapel Hill in 1986, where he was a Morehead-Cain Scholar. He is currently a Trustee and Member of the Executive Committee at The Trinity School of New York City, a member of the Morehead-Cain Scholarship Board and a past member of the Board of Trustees of The Mount Sinai Health System.

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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 business services sector. He is currently a director of American Beacon, Augusta Sportswear, J.S. Held, Newport Group, Premia Re, Risk Strategies and Watford Re. Past directorships include Cronos, Harbor Community Bank, Oasis Outsourcing, Oceana Therapeutics, PSAV, Third Point Re, and Wilton Re. He also was active in the Firm’s past investments, including Eagle Bulk Shipping, Overwatch Systems and Sandler O’Neill + Partners.

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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 business 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 investment in Third Point Re. Past directorships include Oasis Outsourcing. He was also active in the Firm’s past investments in Harbor Community Bank, PSAV, Sandler O’Neill + Partners 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.

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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 business services sectors. He is currently a director of Augusta Sportswear, EACOM Timber, Eagle Foods, Ferraro Foods, Foundation Consumer Brands and Foundation Consumer Healthcare. In addition, he is active in the Firm’s investment in Renfro. He was a past director of Cronos, Oceana Therapeutics, SouthernCarlson, Truck-Lite and US LBM. He also was active in the Firm’s past investments in Ellis Communications and KAR Auction Services. Matt received a B.A. in Economics and History from Duke University in 2003.

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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 focused primarily on investments in the business services sector and previously spent time on our energy sector efforts.  Alec is currently a director of Individual FoodService, Inmark and Zenith Energy. He also was active in the Firm’s past investments in Harbor Community Bank, Hunt Marcellus, Oceana Therapeutics, Sandler O’Neill + Partners, Shelter Bay Energy, Tallgrass Development, Venari Resources 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.

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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 is currently a director of Physicians Endoscopy and Zenith Energy. Past directorships include Ajax Resources, Buckeye Partners, Delphin Shipping, 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 an Emeritus Trustee of the College Foundation of the University of Virginia and also Co-Chairs its New York Regional Board.  Frank is currently a member of the Board of Trustees of the Greenwich Country Day School and is also a member of the Boad of Trustees of New York-based non-profit organizations Prep for Prep and CMC: Foundation for Change.

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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 business services sector. He is currently a director of Elara Caring, Global Ship Lease Inc., Physicians Endoscopy and Refresh Mental Health. 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 business services and consumer sectors. He is currently a director of Elara Caring, Foundation Consumer Brands, Physicians Endoscopy and Refresh Mental Health. 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.

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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 focuses on investments in the business services sector and previously led our energy sector efforts.  He is currently a director of Individual FoodService and Inmark. Past directorships include 4Refuel, Ajax Resources, Custom Building Products, The CVR Energy Companies, Hunt Marcellus, Optigas, PowerTeam Services, Shelter Bay Energy, SouthernCarlson,  Tallgrass Development and US LBM. 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.

Principals

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Keith Castaldi

Principal

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 Brands and Individual FoodService. In addition, he is active in the Firm's investments in Augusta Sportswear and Nivel.  Past directorships include SouthernCarlson. He was also active in the Firm’s investments in Oasis Outsourcing, Sirius Computer Solutions and US LBM. He received a B.S. in Management from Binghamton University in 2010.

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Bill Frayer

Principal

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, Eagle Foods, Ferraro Foods and Inmark. He is also active in the Firm’s investments in Newport Group and Premia Re. He also was active in the Firm’s past investments in Cronos, PowerTeam Services and Third Point Re. 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

Principal

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, Physicians Endoscopy and Refresh Mental Health. In addition, he is active in the Firm's investment in Global Ship Lease Inc. Past directorships include 4Refuel. He also was active in the Firm’s past investments in Delphin Shipping, Helios and Truck-Lite. He received a B.A. in Economics, magna cum laude, from Georgetown University in 2010.

Vice Presidents

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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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Tim Duffy

Vice President

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 Inmark, J.S. Held, Risk Strategies and Zenith Energy. He also was active in the Firm’s past investment in Ajax Resources and Venari Resources. He received a B.S. in Accounting and Finance, summa cum laude, from Virginia Tech in 2014.

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Lindsay Paterson

Vice President

Lindsay joined Kelso in 2020. Before joining Kelso, Lindsay spent two years in private equity at Riverstone Holdings, where she focused on investments across the energy, power, and renewables landscape. Lindsay started her career in investment banking at Goldman Sachs. Lindsay is currently a director of Ferraro Foods. Lindsay is active in the Firm’s investments in Eagle Foods, Foundation Consumer Brands and Refresh Mental Health. Lindsay received a B.A. in History, cum laude, from Yale University in 2014. She earned an M.B.A. from Harvard Business School in 2020.

Associates

Michael Casciotti

Michael Casciotti

Senior 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. Michael is active in the Firm’s investments in J.S. Held, Nivel, Premia Re and Risk Strategies. He received an A.B. in Applied Mathematics, cum laude, from Harvard College in 2017.

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Cameron Fraser

Senior Associate

Cameron joined Kelso in 2020. He spent the preceding four years in the Investment Banking division at Goldman Sachs, most recently as an associate in the Technology, Media & Telecommunications group. Cameron is active in the Firm’s investments in American Beacon, Elara Caring, Foundation Consumer Brands and Foundation Consumer Healthcare. He received a B.S. in Physics from Boston College in 2016.

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Henry Greer

Associate

Henry joined Kelso in 2020. He spent the preceding two years as an investment banking analyst in the Power & Utilities group at Citigroup. Henry is active in the Firm’s investments in Inmark, Physicians Endoscopy and Zenith Energy. He received a B.A. in Economics from the University of Notre Dame in 2018.

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Sam Jones

Associate

Sam joined Kelso in 2021. He spent the preceding two years as an investment banking analyst in the Mergers & Acquisitions group at Greenhill. He earned a BBA in Finance, summa cum laude, from Emory University in 2019.

Nick La Torre

Nick La Torre

Senior 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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Alban Martini

Associate

Alban joined Kelso in 2021. He was previously an investment banking analyst in the Industrials and Business Services Groups at Jefferies. He earned a BBA in Finance and Investments, Summa Cum Laude, from Baruch College in 2019.

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Daniel Ogunlowo

Associate

Daniel joined Kelso in 2020.  He spent the preceding two years as an investment banking analyst in the Diversified Industries Group at J.P. Morgan. Daniel is active in the Firm’s investments in Global Ship Lease Inc. and Individual FoodService. He received a B.S. in Finance, magna cum laude, from the University of Maryland, College Park in 2018.

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Corinne Thomas

Associate

Corinne joined Kelso in 2020. She spent the preceding two years as an investment banking analyst in the Financial Sponsors Group at Credit Suisse. Corinne is active in the Firm’s investments in Ferraro Foods, Newport and Refresh Mental Health. She also was active in the Firm’s past investment in US LBM. She earned an MPhil in Sociology from the University of Cambridge in 2018 and received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia in 2017.

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. 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, Universal Outdoor and US LBM. 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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Jim Connors

Senior Advisory Partner

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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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 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, Delphin Shipping, 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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Howard Matlin

Senior Advisory Partner

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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Frank Nickell

Chairman

“Nick” joined Kelso in 1977. He has been involved with private equity investing since joining the Firm. 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. 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, Sandler O’Neill + Partners 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.

Portfolio Operations

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Bernardo Chabert

Associate, Portfolio Operations

Bernardo joined Kelso in 2019. As an Associate in Portfolio Operations, Bernardo is focused on improving the operational performance of Kelso’s portfolio companies. Prior to joining Kelso, he spent 3 years as a management consultant at Oliver Wyman. Prior to consulting, Bernardo spent one year as a Public Finance Analyst for Evercore Partners. Bernardo earned a B.S. in Economics, summa cum laude, from Instituto Tecnológico Autónomo de México (ITAM).

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Doron Hai

Vice President, Portfolio Operations

Doron joined Kelso in 2020. He is focused on improving the operational performance of Kelso’s portfolio companies.  Doron’s experience in operations and business transformation spans across various industries. Prior to joining Kelso, he spent six years as Chief Information Officer and Head of Operations at CapSpecialty, a specialty insurance carrier, and was with the American International Group (AIG) for six years before that, where he held a number of leadership positions and led cross-functional teams to reorganize the company, define operational strategies and improve efficiency. Prior to that he led operations due diligences,  process reengineering, supply chain strategy development, and  ERP implementation with KPMG, Merck and Kimber Manufacturing.

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Beth Neumann

Partner, Portfolio Operations

Beth joined Kelso in 2021. She spent the preceding two years as a senior member of the portfolio operations team at Sun Capital Partners. She previously served as President and CEO of Starboard Cruise Services, a global retailer owned by LVMH. Prior to Starboard, Beth was an executive at Avon, Atkins Nutritionals, Kraft Foods, and Andersen Consulting. Beth received an Engineering degree from Cornell University and a Master of Business Administration from Harvard Business School.  

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Chris Tanner

Vice President, Portfolio Operations

Chris joined Kelso in 2019.  As a Vice President in Portfolio 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.

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.

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Victoria Solarino

Dir. of Talent Acquisition & Success

Victoria joined Kelso in 2020. She is part of the Human Capital team, supporting key talent acquisition projects in our portfolio companies, Kelso Specialist Network and internally at Kelso. She spent the preceding 5 years at Two Sigma Investments holding two roles as Head of Executive Search  and Vice President, Head of Corporate Talent Acquisition. Prior experience includes 4 years at UBS Global Asset Management, Americas as a Senior Recruiter and 6 years at Michael Page International within various leadership roles between the UK and US. A native of England, Victoria earned her Bachelor of Arts (Hons) from Leeds University in 1999.

Capital Markets

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Michael Nichols

Partner, Capital Markets

Mike joined Kelso in 2016 and leads the firm’s capital markets activities, including acquisition financing for new investments and capital structure optimization for existing portfolio companies.  He is also responsible for the execution of all debt and equity co-investments, working in close coordination with the Investor Relations team. Prior to joining Kelso, Mike 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, he held capital markets roles at RoundPoint Capital Group and Banc of America Securities.  Mike received an MBA from Yale University in 2012 and a BS in Industrial and 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.

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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.

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Elise Stevens

Associate, Investor Relations

Elise joined Kelso in 2020. She spent the preceding two years as a senior investment analyst at TriLinc Global, an impact-focused private credit fund. Prior to that, she spent two years as an investment banking analyst in the Business Services group at Houlihan Lokey. She received a B.S. in Business Administration, cum laude, from the Marshall School of Business at the University of Southern California in 2016.

Legal & Compliance

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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

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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.

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Andrew Daniels

Controller

Andrew joined Kelso in 2021. He spent the preceding two years as a Senior Accountant at KKR Financial Services Company. Prior to KKR, he spent three years at PwC in the Investment Management Tax Practice. He is a Certified Public Accountant. He earned his Masters in Tax from Pace University and a B.S. in Economics from the University of Central Florida.

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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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Lena Johnson

Senior Manager, Tax

Lena joined Kelso in 2021. She spent the preceding six years as a Tax Accountant at Soros Fund Management LLC specializing in tax compliance for Private Equity and Hedge Funds. Prior to Soros, she spent three years at Deloitte Tax LLP in the Investment Management Tax Practice. She is a Certified Public Accountant. She earned her Masters in Tax from Fordham University and a B.S. in Accounting and International Business from Montclair State University.

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Dillon Kois

Controller

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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Joe Kopilak

Partner & CFO

Joe joined Kelso in 2021. He spent the preceding two years at Pine Brook Partners, where he was Chief Financial Officer and Chief Compliance Officer. Prior to Pine Brook Partners, Joe was Chief Financial Officer and Chief Compliance Officer of Roundtable Investment Partners/Truvvo Partners for 13 years. Previously, he spent six years at J.P. Morgan, most recently as the Chief Financial Officer of the J.P. Morgan Partners Global Investors fund.  After starting his career at PricewaterhouseCoopers,  Joe spent three years at The Beacon Group as Assistant Controller. Joe received an MBA from the Wharton School at the University of Pennsylvania in 2002 and received a B.S. in Accounting, summa cum laude, from Boston College in 1995.  He is a Certified Public Accountant.

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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.

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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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Christopher Surot

Fund Controller

Christopher joined Kelso in 2021. Prior to joining the Firm, he worked for The Blackstone Group since 2014 and served as an Assistant Vice President focusing on private equity funds in the Global Fund Finance group. Prior to Blackstone, Christopher began his career in the assurance practice at EY. Christopher is currently pursuing his M.B.A. at the NYU Stern School of Business. Christopher graduated from Loyola University Maryland with a B.B.A. in Accounting and a minor in Information Systems in 2013. He is a Certified Public Accountant.

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Heidi Tam

Senior Accountant

Heidi joined Kelso in 2021. Prior to joining the Firm, she was a Senior Audit Associate in the Private Equity Investor Services practice at Deloitte & Touche LLP. Heidi is a Certified Public Accountant. Heidi received both her B.S. and M.S. in Accounting from Baruch College in 2016.

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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.