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SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
in Political Science, Emory University M.B.A., Northwestern University Kellogg School of Management.
Before PSP, Ms. Ramakrishnan was an Investment Banking Summer Analyst in the Leveraged Finance division at Goldman Sachs. Their last reported 13F filing for Q4 2022 included $7,556,279,809 in managed 13F securities Mr. Cho was also actively involved with Vistas investments in BigMachines, ComplySci, Naviga, P2 Energy Solutions, Regulatory DataCorp, Surgical Information Systems, Trintech and Ventyx.
Brian Loring joined Vista Equity Partners in 2011. LIMITED PARTNER GENERAL ATLANTIC PARTNERS, L.P. GENERAL PARTNER GA GENPAR HOLDCO (BERMUDA), L.P. 2017-10-02 ($3.3 BB Offered, $3.3 BB Sold) Fund. in Finance, The George Washington School of Business, The George Washington University, magnacum laude. B.A. CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY, SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP, LIMITED PARTNER, CALTIUS CAPITAL MANAGEMENT, LP, VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02, TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS), WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES, PRESIDENT - DIRECTOR-TRUSTEE OF DWAYNE CALTON TRUST, SHAREHOLDER / JTWORS WITH GEORGE G HARRINGTON, JR. Before his time with JMP, Mr. Saroya worked for Siebel Systems in a sales capacity for the CRM On Demand division. WebGeneral Atlantic. B.B.A. in Accounting, The University of Texas at Austin Prior to joining Vista, Ms. Van was a High Yield Credit Research Associate at The Vanguard Group, where she covered Media & Telecom and Energy. During her first five years, Ms. Pastore built New Jerseys newly created private equity program, where she was responsible for devising the annual investment plan, sourcing, due-diligence, contract negotiations and monitoring of the portfolio. Marcus Ellis joined Vista Equity Partners in 2022. in Finance, University of Illinois Urbana-Champaign. M.S., Industrial Engineering, Louisiana State University. Prior to joining Vista, Mr. Sowul worked in the technology investment banking groups at Goldman, Sachs & Co. and Deutsche Morgan Grenfell. B.S. Mr. Syed serves as a member of Vistas Executive Committee, the firms governing and decision-making body for matters affecting its overall management and strategic direction, and Vistas Private Equity Management Committee, the firms decision-making body for matters affecting Vistas overall private equity platform.
Mathematics, St. Lawrence University. Mr. Desai supports the firms founder Robert F. Smith, assists portfolio companies and limited partners, and develops strategic initiatives. He was also actively involved with the firms investments in Lone Wolf, PeopleAdmin and Zego (Powered by PayLease).
Sonali Mohnani joined Vista Equity Partners in 2022. B.S. B.S. Previously, Mr. Hourdajian worked for the Environmental Defense Fund, where he built The Carlyle Groups first sustainability efforts.
He was also actively involved in the firms investments in Autotask, PeopleAdmin, Return Path and Wrike.
Prior to joining Vista, Mr. Onakoya worked as an Associate at Apollo Global Management. United States. As Executive Director for OneVista, he leads OneVistas strategic client and partner relationships in the Asia-Pacific Japan region and is responsible for elevating relationships for Vistas portfolio companies.
She was also actively involved with the firms investments in COMPLY, DealerSocket and Kibo. Alice Qu joined Vista Equity Partners in 2022. B.A. He was also actively involved with the firms investments in Greenway Health, Infoblox, Mindbody, PowerSchool (NYSE: PWSC), The ACTIVE Network, Wrike, Xactly and Zego (Powered by PayLease). Prior to joining Vista, Ms. Gloetzner was a Workplace Leader at DLR Group, where she led and managed projects designing collaborative workspaces tailored to individual clients. Luke Allen joined Vista Equity Partners in 2017 and is a member of the private equity Endeavor team. Monti Saroya joined Vista Equity Partners in 2008. Ms. Carlin is responsible for accounting, financial reporting and the operational requirements of Vista Credit Partners registered products. Bessie Watts joined Vista Consulting Group in 2020 and serves as the Executive Director of the External Board of Directors Program. B.A. in Corporate Communications, University of Texas at Austin M.B.A., Alverno College. in Finance, New York University He was also actively involved in the firms investments in Allocate, Bullhorn, Lone Wolf, Main Street Hub, PowerSchool, Regulatory DataCorp and Upserve. Bret Bolin joined Vista Equity Partners in 2016. in Management, Concentration in Accounting and Finance, Boston College
Prior to joining Vista, Mr. Hourdajian was Senior Advisor at TPG, where he led sustainability initiatives that drove measurable business results and impact investment opportunities. Before joining Vista, Mr. Payton worked at Odyssey Investment Partners, where he focused on middle-market buyout investments across a range of sectors. Mr. Puskoor currently sits on the board of Zapproved. GENERAL ATLANTIC (NS) BERMUDA COINVEST, L.P. GAP COINVESTMENTS (BERMUDA) OCEAN AIV B, L.P. GAP COINVESTMENTS (BERMUDA) OCEAN AIV A, L.P. GENERAL ATLANTIC PARTNERS (BERMUDA) III, L.P. GENERAL ATLANTIC PARTNERS (BERMUDA) EU, L.P. LIMITED PARTNER, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER OF GASC, LIMITED PARTNER AND MANAGING DIRECTOR OF GASC, LIMITED PARTNER MANAGING DIRECTOR OF GASC, LIMITED PARTNER, CHIEF LEGAL OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR OF GASC, SHAREHOLDER OF GASC HOLDINGS, INC GASC HOLDINGS, INC, MANAGING DIRECTOR AND CHAIRMAN OF GASC AND GA LLC, SHAREHOLDER; DIRECTOR; VICE PRESIDENT AND SECRETARY, MANAGING DIRECTOR; VICE PRESIDENT AND SECRETARY, MEMBER; DIRECTOR; VICE PRESIDENT AND SECRETARY, MANAGING DIRECTOR AND GENERAL COUNSEL OF GASC, MANAGING DIRECTOR; GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA, MANAGING DIRECTOR AND CHIEF OPERATING OFFICER OF GASC, MANAGING DIRECTOR AND CHIEF OPERATING OFFICER OF GASC AND GA LLC; DIRECTOR OF GAP BERMUDA, MANAGING DIRECTOR AND CHIEF OPERATING OFFICER, LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC. Prior to joining Vista, he was a partner at Kohlberg Kravis Roberts & Co. (KKR) where he founded and led capital raising and investor relations for the Asia Pacific region.
Brendan Thomas Toole joined Vista Equity Partners in 2022. Before Francisco Partners, Ms. Sleefe was an investor at K1 Investment Management, where she led and expanded the firms sourcing activity and pipeline management for buyout investments in B2B and enterprise software. Prior to joining Vista, Mr. Myers worked as Director of Investor Relations, Senior Managing Director and Partner at Eton Park Capital Management. Before his advisory roles, Mr. Bonugli was Director of Private Equity Consulting at RSM.
Prior to joining Vista, Mr. Koo was Director of Business Development and Investor Relations at Vrde Partners, where he focused on relationship-building and capital-raising initiatives across East Asia.
B.A. Before Aviditi, he was a Managing Director at TPG, where he spent over a decade leading many of the firms strategic initiatives and had oversight of different departments across Finance and the broader Operations organization. Mr. Machena currently works with the firms investments in Aptean, BlueConic, Eagleview and Ellucian.
B.S. Prior to Vertafore, Mr. Williams worked at Western Union as a Treasury Trader, where he was responsible for managing global currency risk. Mr. Renehan is responsible for the origination and evaluation of both private and public investments across Vistas credit platform.
B.S. Ms. Dillard is passionate about inclusive capital and investing in women and minority-led funds and organizations.
General Atlantic was established in 1980 by Chuck Feeney, co-founder of Duty Free Shoppers. Ms. Zawedde focuses on Vistas Capital & Partner Solutions engagement and client development efforts throughout Canada and the Northeast Region of the United States. Prior to joining General Atlantic in 2017, Mr. Thun-Hohenstein worked for Hellman & Friedman as an Associate, where he focused primarily on internet, technology and financial services investments. Prior to joining Vista, Mr. Saroya worked as a senior research analyst for JMP Securities, where he provided research for buy-side clients on public on-demand (SaaS) companies. B.S. Ms. Rees manages the financial operations and reporting of Vistas private equity funds. B.B.A. in Mechanical Engineering Sciences, Harvard University, cum laude. He began his career at Bankers Trust Company in 1992 in the high yield bond department. Prior to joining Vista, Mr. Crabtree worked as a Lead Financial Analyst at GE Capital in the Industrial Finance group, as well as completed GEs Financial Management Program.
in Computer Science and Engineering, Indian Institute of Technology, Delhi Prior to Vista, Mr. Bonnette was the Chief Executive Officer of Lanyon, which was merged with Cvent, another Vista portfolio company, upon Vistas acquisition of Cvent in November 2016. Before Golub Capital, he spent over a decade at Valuation Research Corporation (VRC), where he held several positions, most recently as a Senior Vice President. B.A. Mr. Gill leads Vistas Capital & Partner Solutions engagement and development efforts primarily focused on the Vista Public Strategies platform. He was Co-Head and Joint Portfolio Manager of the Capital Solutions Funds and a member of the Distressed Credit Investment Committee. These positions were updated on February 14th based on the funds latest 13F filing. Prior to joining Vista, Ms. Griffiths was Managing Director of Closing and Loan Operations at Anchorage Capital Group, focusing on transaction management covering special situations, corporate restructurings and trade claims. Prior to joining Vista, Mr. Ladnier worked as a Private Equity Analyst at The Atlas Group. Before her time at Gibson Dunn, Ms. Choi worked for a number of years at Sullivan & Cromwell in New York. He was also actively involved with the firms investments in AlertMedia, COMPLY, SecureLink and Wrike. Stocks with a size of more than $10 billion in market cap make up Prior to project management, she was in the Corporate Analyst Development Program at J.P. Morgan, where she focused on digital marketing and business management. Alan Glass joined Vista Equity Partners in 2018 and is a member of the private equity Flagship team. His primary focus was the delivery of enterprise information technology solutions for federal agencies of the U.S. government, with an emphasis on the Department of Defense and the Intelligence Community. in International Relations and Global Business, University of Southern California, magna cum laude.
Mr. Jeanblanc was actively involved with the firms investments in Marqeta and Ramp. In this role, he advised corporate and sponsor clients on all manners of financing, including asset-based loans, traditional bank loans, institutional loans, high yield bonds and hybrid structures. They manage 
in Political Economy and Philosophy, Tulane University Prior to Vista, Mr. Hirsch worked at Evercore, where he advised alternative asset managers on minority investments and other strategies to meet growth objectives. AND CLASS B NON-CONV. Prior to joining Vista, Mr. OMalley was a Senior Associate at Macquarie Group, where he worked on the Product Control team. in Political Economy, Georgetown University. She is also a Lincoln Center Leadership Fellow. Outside of her Vista tenure, Ms. Arnold served as Strategy Director at Interbrand and as an Equity Research Associate covering enterprise software at Pacific Crest. Before ChannelAdvisor, Mr. Spitz was an Entrepreneur In Residence at Aurora Funds, a venture capital firm investing in early-stage healthcare and information technology companies. Alexandra Fen joined Vista Credit Partners in 2021. in Finance, Schulich School of Business, York University.
He began his career as an Analyst in the Investment Banking division of Goldman Sachs. Chicago, IL 60601
Mr. McMorrow currently works with the firms investments in BigTime and Jebbit.
Eugene Williams joined Vista Equity Partners in 2020.
Outside of her Vista tenure, Ms. Marshall worked in the technology industry and served in marketing communication and product marketing roles at Gemalto and Applied Materials. Before McKinsey, Ms. Raji was a Risk Advisory Consultant at Deloitte, where she worked with Fortune 100 enterprise technology companies. B.S. B.S. in Biological Engineering, University of Maryland, B.S. He was also actively involved with the firms investments in Aderant, Lanyon, Mediaocean, MRI Software, P2 Energy Solutions, SumTotal Systems and TransFirst. in Economics, Duke University Mr. Kellner currently works with the firms investments in Accelya and Ellucian. Blake Ramsden joined Vista Public Strategies in 2022. Prior to joining Vista, Mr. Dominguez worked as a Senior Consultant in the Private Capital group at Oliver Wyman. WebGeneral Atlantic Location New York, New York, United States Regions Greater New York Area, East Coast, Northeastern US Gender Male Investor Type Investment Partner LinkedIn View on LinkedIn Paul Stamas is a Managing Director and Co-Head of General Atlantics Financial Services sector. Mr. Seelbach is an avid squash player and serves as the Board Chair of Squash Drive in San Francisco/Oakland and is also Deputy Board Chair of St. Lukes Preschool in San Francisco. Aaron Gupta joined Vista Equity Partners in 2014 and is currently a member of the private equity Foundation team. Mr. Teillon has also worked at The Blackstone Group as an investment professional, at Arcadia Partners, an education technology and e-learning venture fund, and at Philips in an operations role within the companys new ventures division.
Previously at Vista, Mr. Taylor was a Managing Director and drove a variety of cross-fund and cross-portfolio initiatives.
B.S. M.B.A., Kellogg School of Management, Northwestern University. in Accounting, University of Virginia. Prior to joining Vista, Ms. Zawedde served as a Principal and Growth Equity Product Specialist at KKR, where she was responsible for leading capital raising efforts across the firms Growth Equity and Global Impact strategies. B.A. HUTCHINSON/IFRAH FINANCIAL SERVICES, INC. PEKIN SINGER STRAUSS ASSET MANAGEMENT INC. CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD, PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION, MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER, THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY. M.B.A, The Wharton School, University of Pennsylvania. in Electrical Engineering and Computer Sciences, College of Engineering, University of California at Berkeley. in Applied Economics and Management, Cornell University, magna cum laude.
Zubin Nagpal joined Vista Equity Partners in 2022 and is currently a member of the private equity Foundation team. S&P 500WhaleScore
Lauren Dillard joined Vista Equity Partners in 2022 as Chief Financial Officer.
in International Development, Harvard Kennedy School. Before his time with Finastra, Mr. Syed was COO of SumTotal Systems, a former Vista company, where he led the companys strategic initiatives overseeing services, support, engineering, product management and cloud operations. Prior to joining Vista, Ms. Qu worked as an Analyst at Credit Suisse in the Mergers and Acquisitions group, where she advised clients across a variety of sectors including technology, consumer and hospitality. Ms. Stewart was named one of GrowthCaps Top Women Leaders in Growth Investing in 2022, GrowthCaps Leaders of Growth Investing in 2022 and GrowthCaps Top 25 Software Investors in 2021. Prior to joining Vista, Ms. Georgalis was an Investment Banking Associate and Analyst at DC Advisory (formerly known as Signal Hill Capital), where she advised clients across the technology sector on mergers and acquisitions and capital raises. Dawan Koo joined Vista Equity Partners in 2021. in Mechanical Engineering, Harvard University. Phillip Barber joined Vista Equity Partners in 2021. B.S in Environmental Design, University of Houston, cum laude Prior to joining Vista, Ms. Alger was Managing Director and Global Head of the Equity Derivatives and Financing Platform at Bank of America Merrill Lynch (now BofA Securities), where she was previously Managing Director and Head of Americas Equity Structuring. in Finance, Wake Forest University,magna cum laude. B.A. B.B.A. in Computer Information Systems, Florida Metropolitan University Mr. Wilson currently sits on the boards and is actively involved in the firms investments in Alegeus, Allvue Systems, Applause, PlanSource, SmartBear and Xactly. WebGeneral Atlantic and Iron Park rst started working together in 2020 upon the formation of the Atlantic Park Tripp and his partners started GSO in 2005 and grew its AUM to more than $127 billion in 2018, before Tripp launched Iron Park in 2019.
She was actively involved with the firms investment in Ping Identity (formerly NYSE: PING). Before his time at TSSP, Mr. Burke was Chief Compliance Officer of Marble Arch Investments and an associate attorney in the Securities Enforcement practice group at Gibson, Dunn & Crutcher. Prior to joining Vista, Mr. Rao was an Operating Partner at TPG Capital, where he led the Technology Sector team.
Prior to joining Vista, Mr. McMullan coached the wrestling teams at Northwestern University and the University of Pennsylvania. M.B.A., UCLA Anderson School of Management. 
Carter Tatum joined Vista Equity Partners in 2018. in Business Administration, University of Missouri-Columbia Mr. Loring is a member of the State Bar of Texas. Caroline Trant joined Vista Equity Partners in 2022.
