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…
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…
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…
Laura’s career includes six years in the financial services industry in New York City, including investment banking at Deutsche Bank and audit/valuation services for PricewaterhouseCoopers. She also worked at private wealth firm Ziff Brothers Investments, both in the investment accounting space and running the firm’s multi-million dollar philanthropy programs and family foundation giving. Laura is…
Susan Black-Beth is the Chief Operating Officer of Avante Capital Partners. As such, she is primarily charged with: recruiting, retaining and leading the team; being the culture champion; launching new product offerings; supporting investor relations/fundraising; spearheading Avante’s DEI efforts, including the impactful SBIS Summer Internship Program; deal sourcing; participating in due diligence; providing insights to…