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Witman, Megan
Megan R. Witman is an Investment Analyst at Monticello Associates where she covers International and Emerging Markets and Global Hedged Equities. Prior to joining Monticello Associates, Megan advised investment teams as an Associate Economist for Payden & Rygel. Megan also has experience interning with Cambridge Associates and Franklin Templeton Investments working on the Global Investment…
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Puryear, Kristen
Kristen is a Wealth Advisor with Heritage and serves new and existing client relationships in the areas of financial planning, estate planning, and tax preparation from our Richmond, VA office. Prior to joining the team, Kristen worked in financial planning and relationship management at a large broker-dealer firm. She earned her Bachelors and Masters degrees…
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Burke, Bridget
Bridget K. Burke is Chief Business Officer at Slone Partners, a position that reflects the company’s commitment to long-term business planning and growth. In her role, Bridget is responsible for leading, developing, and managing client development opportunities that result in active search engagements and long-term partnerships. An accomplished business leader and fundraiser with more than…
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Gleeman, Lori
Lori Gleeman is the Founder & CEO of Soul Equity Solutions. She launched the firm as an answer to a need in the PE market – a boutique, highly specialized, and consultative executive search firm, with deep knowledge of the private equity universe and its players. For over 15 years, Lori has provided innovative talent…
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Rabito, Vanessa
Vanessa Rabito provides pre-and post-close transaction support, with a focus on integration and carve-out planning and execution. Ms. Rabito’s experience spans across multiple industries, Healthcare, Real-Estate, Manufacturing and Media & Entertainment, serving both public and PE-backed companies. Ms. Rabito has experience working directly with executive leadership and management teams driving key activities and program governance…
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