Specializing as a Private Banker to Professionals, Business Owners and Executives, I provide a customized product and service mix to help meet their complex financial needs. I work alongside our clients in executing all facets of their financial plan to include personal banking, mortgage solutions, wealth planning, and insurance needs.
Previously, Lexi worked as a Sales Account Executive in the Hospitality industry. She attended Appalachian State University where she earned her undergraduate degree. Outside of work, Lexi enjoys spending time with friends and family, and her energetic dog Harley. BS – Advertising, BS – Public Relations.
Motivated senior business professional with a broad-range background in healthcare including experience in government affairs, policy analysis/development, project management, private equity diligence and strategy consulting.
Juliane Stephan, Director, joined Incline in July 2021. She is responsible for identifying, assessing, and recommending value driven technology and operational improvements for portfolio companies. Previously, Juliane was an Associate Partner at Bain & Company, where she led industrial technology strategy, digital operations and performance improvement engagements across manufacturing, distribution, and services businesses. Prior to…
Katie Kimble is a Managing Director of Investments at Fundamental Income. In this capacity, Katie is responsible for sourcing and reviewing single-tenant acquisition and investment opportunities across the middle market. Katie previously served as Vice President of Business Development and Communications for RiverGlade Capital, a lower middle market healthcare private equity firm. There, her primary…
Carrie DiLauro is the Director of Operations at Hamilton Robinson Capital Partners. She joined HRCP in 2008 and brings over 25 years of experience in global manufacturing and finance. She is responsible for a wide scope of operations management for the firm including investment sourcing, investor relations, marketing, IT, facilities management, human resources, compliance, ESG…