Chestnut Street Ventures Team

Bio: Brian is a seasoned venture capitalist with over 20 year of investing experience across a range of industries.Before joining Chestnut Street Ventures, Brian was the Managing Director for New York Ventures, the venture capital arm of the State of New York. Prior to New York Ventures, Brian was VP of Strategy & Corporate Development at Arbitron (now Nielsen Audio) and a Managing Director at the Peacock Fund, the venture capital arm of NBC Universal. Before joining the Peacock Fund, Brian worked at GE Capital and Bain & Co.Brian holds an MBA in Finance from The Wharton School and a BS in Industrial Engineering from The University of Southern California.
Notable Deals: Outlooksoft, The Rubicon Project, Adify, Unite Us

Bio: Jonathan is responsible for sourcing, conducting due diligence on, and executing venture capital investments at Chestnut Street Ventures. He previously spent 12 years investing in private companies at two single-family offices and at American Capital. Jonathan began his career as an investment banker as an analyst at Wasserstein Perella and subsequently joined Goldman Sachs as an associate. He received his BS in Economics cum laude from the Wharton School of the University of Pennsylvania and his MBA with honors from Columbia Business School.

Bio: Yuval is a leading expert in decision-making in the context of risk and the founder of the Pillars of Wealth financial literacy initiative for medical professionals. He is a faculty member at Johns Hopkins University’s Carey Business School, where he primarily teaches investments, corporate finance, wealth management, and risk and leadership courses. In 2015 he was awarded the school’s Excellence in Teaching Award and he’s received a Dean’s Award for Faculty Excellence each year from 2015 to 2018. Yuval is also the founder and president of the Light Brigade, LLC (a management consulting company) and the author of seven books, including the Pillars of Wealth book series for doctors and Leveraging People for a Corporate Turnaround (also available in Chinese). Prior to launching The Light Brigade, Yuval held senior strategy and operations roles with some of the world’s leading risk management firms, notably KMV and Algorithmics. His roles have included managerial responsibilities in New York, San Francisco, Toronto, London, Singapore, and Sydney. His risk management expertise has assisted global financial institutions in management of over a trillion dollars in assets. Yuval has lectured extensively in academic, government, and corporate settings on the subjects of risk management and financial literacy. He’s been a contributor on Forbes.com and has been quoted in various media, including The Wall Street Journal, Bloomberg BusinessWeek, Reuters, USA Today, The Baltimore Sun, TheStreet.com, WTOP radio, American Public Media, FoxBusiness.com, Bankrate.com, Washingtonian, Investopedia.com, AdvisorOne.com, InvestmentNews.com, The Arizona Republic, Consumers Digest, US News & World Report, Treasury; Risk, Morningstar.com, RIABiz.com, WalletHub.com, Sweet Fish Media, Progressive Dentist Magazine, the Journal of Medical Practice Management, Cureus, and The Journal of Risk Management in Financial Institutions. Yuval holds Ph.D. and M.A. degrees in finance from the Wharton School of the University of Pennsylvania, as well as an engineering degree (B.Eng.) and two economics degrees (B.A. summa cum laude, M.A.) from Canada’s McMaster University. As a college student he was a member of the varsity wrestling and rugby teams, and prior to that a provincially ranked gymnast.

Bio: Nidhi is a highly-experienced early – stage generalist investor as well as a consultant and strategic advisor to numerous founders and start-ups. She is a member of the Investment Committee of Wharton Alumni Angels as well as the sector lead for cybersecurity and co-sector lead for retail / e-commerce at Harvard Alumni Angels Association of Greater New York. Nidhi has over a decade of experience in investing in public equities as a generalist, with a focus on US small and mid-cap growth equities. Most recently, Nidhi was a generalist portfolio manager at RBC Global Asset Management, covering the small, SMID and mid-cap growth strategies. Prior to joining RBC, Nidhi was a research analyst primarily focused on small cap strategies as a generalist at Fred Alger Management. She began her career in the investment industry as a global consumer analyst at Sursum Capital and OppenheimerFunds. Her prior experience includes working within investment banking in both mergers and acquisitions and restructuring advisory, at Greenhill & Co and Goldman Sachs, and in corporate finance at McKinsey & Co. She earned an MBA from Harvard Business School and a BS in Economics from the Wharton School, University of Pennsylvania.

Bio: Meg is a seed investor and growth strategist focused on mobile and disruptive products and services. Leveraging her business acumen, empirical global management, and legal knowledge, she provides guidance and funding to early and growth stage startups. Meg has held key leadership roles as an equity partner in the global law firm Swidler, Berlin (now part of Morgan Lewis Bockius); Head of Strategy of a venture-backed global telecom startup; Deputy General Counsel of Orange Business Services; and as a member of the Executive Leadership Team and General Counsel of the GSM Association. She has a BA in Internal Relations from Penn and a JD from Georgetown.

Bio: Frances is the founder of Birds Nest Advisors, which mainly advises US companies in the broader consumer, edtech, and healthcare sectors on China strategy and strategic partnership. Previously she led the New York team of a private equity fund ($1B) for Fosun Group, a Chinese conglomerate that has actively invested on a global basis. Before that, she worked in investment banking for over 12 years at JPMorgan, Morgan Stanley, and Goldman Sachs in various offices (New York, Hong Kong, and Beijing), advising Chinese and multinational corporations on cross-border M&A and capital market transactions. She holds a BS in Finance from University of Bridgeport and an MBA in Finance from Wharton, and is a Chartered Financial Analyst.

Bio: Mike manages a portfolio of PCI Ventures startups, focusing on medical device, biotech, and therapeutic sectors. He helps build and fund businesses that commercialize Penn intellectual property. He is also director of Penn’s medical device startup accelerator, DevelUPmed, and manages several capital acquisition and business development programs. Previously, he was a member of boutique consulting agency PriceSpective, determining valuation and potential of emerging life science technologies. Mike graduated with a BS in Mathematics from the University of Florida and a PhD in Bioengineering from the University of Pennsylvania.

Bio: Steven Finn was cofounder of LocalStove (Acquired Summer 2018 by HUNGRY Marketplace Inc), a marketplace connecting the best local, independent chefs with corporate catering customers. He launched LocalStove during the final semester of his Wharton MBA (WG ’16 – Entrepreneurial Management). He cofounded his first company (RentMine.com) as an undergrad at Wharton (W ’08 – Operations and Information Management). He holds a third Penn degree, a Masters in Engineering (GEng ’10 – Computer and information Technology). Earlier, he was at Bloomberg LP for four years as a full stack software engineer in their Internal Systems/CRM group. He lives in NJ with his wife and three children.Steven Finn was cofounder of LocalStove (Acquired Summer 2018 by HUNGRY Marketplace Inc), a marketplace connecting the best local, independent chefs with corporate catering customers. He launched LocalStove during the final semester of his Wharton MBA (WG ’16 – Entrepreneurial Management). He cofounded his first company (RentMine.com) as an undergrad at Wharton (W ’08 – Operations and Information Management). He holds a third Penn degree, a Masters in Engineering (GEng ’10 – Computer and information Technology). Earlier, he was at Bloomberg LP for four years as a full stack software engineer in their Internal Systems/CRM group. He lives in NJ with his wife and three children.

Bio: Brian is a former audit partner and operational leader at KPMG LLP, where he was National Private Markets Group Leader and National Co-Leader Venture Capital in addition to a full client portfolio. He has nearly 40 years of diversified experience in public accounting, with a unique specialization as a lead client services partner serving venture capital and private equity–backed portfolio companies as well as public companies. Client work included supporting entrepreneurs with high-growth companies from the development stage, through subsequent rounds of financings and other capital formation transactions, on to an IPO or acquisition by a larger market participant. Brian has heavily invested in the leadership training and development of entrepreneurs to fuel the growth and success of their companies. He earned his BS in Economics and his MBA from Wharton.

Bio: Richard Goozh is a serial entrepreneur with a passion for building, professionalizing and financing technology companies. His career spans founding companies, investment banking and Fortune 500 leadership roles. Richard’s recent C-level roles were with private biotech companies focused on biological media and molecular diagnostics, including leading the highly successful sale to a leading Private Equity buyer. Richard has led dozens of financing and M&A initiatives.

Bio: Jeff is the President and CEO of Trilogy Leasing, a top independent lessor focused on technology and capital assets. He has spent over 35 years as a serial entrepreneur, selling two financial services companies, managing a family hedge fund, and owning and managing real estate holdings. He has also invested in early stage companies. Previously, he was Co-founder and Executive VP of Sales for Princeton Credit. He holds a BS in Computer Science from Hofstra, and an MSE from the Moore School with a specialization in business at Wharton.

Bio: Vijay has over 25 years of experience in investing, operations, technology entrepreneurship and strategic consulting. Vijay was formerly Head of Strategy and M&A for Broadridge Financial Solutions, where he invested over $800M across 14 acquisitions and minority investments, developed the firm’s growth strategy and incubated a number of innovative ventures. Vijay helped increase Broadridge’s market cap by over 5x from $2.5B to $15B. Prior to Broadridge, Vijay worked at BCG in New York, at private equity firm Invus Opportunities and co-founded and sold an AdTech data and analytics company, in addition to being a successful angel investor. Vijay started his career working as a software engineer on fixed income trading platforms at SBC Warburg and Accenture, Vijay received an MBA from Wharton where he received the Sol Snyder Award for Entrepreneurship and a BA and MA in Physics form Oxford University. Vijay currently has P&L responsibility running one of Broadridge’s largest SaaS franchises and driving technology innovation in distributed ledger technology, artificial intelligence and pre- and post-trade execution platforms.

Bio: Alberto has over 25 years of strategy, product marketing, and business development experience. He is Founder and President of Alameda Holdings, advising clients on innovation and investing in startups in mobile, cloud, and digital technologies. Alberto is also a Mentor at 1871, the premier Chicago innovation hub. Previously, he served as a senior manager at Tribal Brands, a digital and entertainment marketing agency. Earlier, he co-founded Tribal Technologies, a mobile marketing and analytics platform, and led development of global content and applications at Motorola. He holds a BS in Economics from Universidad Católica Argentina and an MBA from Wharton.

Bio: Chris has over 30 years of investment management and finance experience, including multiple C-Suite roles at Assurant, a Fortune 500 multi-national insurance company. During his 23-year career with the Company, he held a variety of leadership roles, including Chief Investment Officer, Chief Financial Officer, and Chief Risk Officer. Chris has a B.S. in Economics from the Wharton School at the University of Pennsylvania, and an M.B.A. from the University of Chicago.

Bio: Cleo is Head of Regional Operations for Uber in Europe, the Middle East, and Africa. Previously, she was Director of Operations at Uber China. Before Uber, Cleo was a proprietary trader at Bank of America Merrill Lynch and a Business Analyst at McKinsey & Company. She has been involved with startups as a founder, co-founder, and advisor within the Internet, clean tech, and food & beverages sectors. Cleo holds a BA from Rice University and an MBA from Wharton.

Bio: Justin Shreve has been a software developer and entrepreneur for over 20 years. He has worked extensively in the fields of commercial real estate, online payment solutions, and sports technology. He has been involved with 13 startups helping them launch ideas, drive user engagement, and build innovative products. He is the Founder of Rentmatic rent payment software (acq. by LiveLovely) and enterprise media planning platform Adgile Interactive (acq. by Doubleclic). Justin holds a BA from the University of Pennsylvania.

Bio: Rebecca is the Managing Member of the Singer Group, a family-owned private equity and venture capital fund that provides advisory services and funding to early and growth-stage startups in the biotech, digital media and hospitality industry. She has also served as an advisor and board member for several public and private digital media companies. Rebecca was publicly elected three times to serve as a member and, later, as the President, of her local Board of Education. Rebecca is currently a program coordinator for the AmeriCorps VISTA program for the Habitat for Humanity of Bergen County and is part of the Climate Reality Leadership Corps. Rebecca holds a BA from the University of Pennsylvania, and an MS in genetics and a PhD in molecular biology, each from the Albert Einstein College of Medicine.

Bio: Colleen joined Mastercard in March 2017 as Executive VP New Payments, driving non-consumer payment volume growth from B2B, government, and new economy sources. She joined Mastercard from Capital One, where she most recently served as head of Treasury Management and Enterprise Payments. Colleen has had a successful career in finance with various positions at Wachovia Bank/Wells Fargo and JPMorgan Chase, where she managed their ACH business. She graduated from Spelman College and received her MBA from Wharton.

Bio: William is the CIO of Intermex Wire Transfer (NASDAQ: IMXI), where he architected and implemented Intermex’s online processing and anti-fraud capabilities. Prior to Intermex, he served as CIO of Abarca Health, held leadership roles at PwC and Accenture, a Fortune Global 500 management consulting and professional services firm, where he directed technology and strategic initiatives for diverse organizations in financial services, consumer goods, higher education and healthcare. William currently serves as a director for a STEM-focused non-for-profit organization, and holds a Bachelor’s Degree in Electrical Engineering from the University of Puerto Rico, a Master’s Degree in International Studies from the University of Pennsylvania and an MBA from the Wharton School.

Bio: Eric is a Director of Speyside Equity, a PE firm, where he oversees sourcing, analysis, financial modeling, transaction structuring, and operational optimization. Previously, he was President & CEO of Kelix Heat Transfer Systems, a manufacturer focused on the geothermal HVAC space. Eric also held progressive roles at Eaton Corporation and Hilti Corporation, where he completed mergers and acquisitions, opened an automotive plant in Mexico, ran the marketing department, and led the salesforce. He has degrees from the University of Notre Dame and Wharton.

Bio: Polina is currently pursuing an MBA at Wharton. She is passionate about early-stage venture; industry interests include cybersecurity, encryption, AI/ML, fintech, real estate, and retail tech. While at Wharton, Polina was working with early-stage companies Bungalow and ClearCare and spent her summer at Maverick Ventures, an early-stage arm of Maverick Capital. Prior to Wharton, Polina was an engagement manager at McKinsey and Company leading strategy development, global and local product launches and operational improvement efforts across technology companies in the US, Europe, Asia, Africa, and Australia.

Bio: Vincent is currently an MBA candidate at the University of Pennsylvania’s Wharton School. Prior to Wharton, Vincent was an engineer with over 5 years of experience spanning medical devices and biopharma. During his tenure, he launched multiple life-saving therapies for patients suffering from neurological disorders. Vincent holds a BS from UC Berkeley and an MS in chemical engineering from Stanford University.

Bio: Mark brings over 10 years of professional experience in investment banking, advisory services, capital markets, and consulting from his roles at RBC Capital Markets, Pacific Investment Management Company, Goldman Sachs, and U.S. Army Special Forces (Green Berets). Mark is passionate about clean technology, user experiences, and social impact investing. He has particular interests in veteran founded startups and has advised both investors and founders in early-stage capital raises. Mark holds an MBA from Cornell, an MPA from the University of Pennsylvania, and a BA from the University of California, Riverside.

Bio: Beau is passionate about leveraging innovation, entrepreneurship, and collaboration to create a positive impact in her community. She brings diverse experience in R&D, business development, IP, and leadership development to engage key stakeholders in the VC and startup community in meaningful conversations. Beau is the founder & CEO of AmorSui, the first professional protective clothing brand with a mission to protect and empower women at work. Prior to this role, Beau served as a senior associate in the biotechnology practice at Korn Ferry, a postdoctoral fellow in Pharmacology at the Perelman University of Pennsylvania Medical School, and a technology transfer Fellow at Penn Center for Innovation. She received her BA in Biochemistry from Kalamazoo College and her MS and PhD in Chemistry from Northern Illinois University.

Bio: Jessica is a Vice President on Invesco’s Private Capital team, where she is responsible for the quantitative and qualitative analysis of prospective partnership fund investments as well as direct investments. Jessica is passionate about early-stage venture; industry interests include blockchain & cryptonetworks, AgTech & sustainability, the future of infrastructure, and applied AI/ML data science. With Invesco Private Capital, Jessica is also a founding Limited Partner (LP) member of the All Raise organization. Prior to joining Invesco in 2015, Jessica was an associate at Level Equity, a tech-focused growth equity firm, where she evaluated Series A and B investment opportunities in B2B data and software companies. Jessica received her B.A. in Cognitive Science with a minor in Consumer Psychology, magna cum laude, from the University of Pennsylvania.

Bio: Angela Santurbano is the Lead Product Manager building estimating tools for general contractors. She works with her team to support the estimating team’s workflow from bid solicitation to finalizing all their project costs. Prior to product management, she worked in investment banking in NY and SF. Angela holds a BS in Economics from the Wharton School, University of Pennsylvania.

Bio: Nick is currently pursuing an MBA at Berkeley Haas. Nick’s professional experience encompasses financial consulting, capital markets, several successful real estate startup ventures, and more than 10 years of executive operational experience at a company he recently sold. Nick is from Philadelphia and holds a BS in Economics from the University of Pennsylvania Wharton School.

Bio: Neal brings over 20 years of experience in product development, operations and data science across mobile devices, enterprise software, network security, virtualization, smart home and IOT, from his roles at Motorola, Dell, VMware and Comcast. He holds an MBA from Wharton (WEMBA 2010) and computer and electrical engineering degrees from Rutgers College of Engineering. He is passionate about helping to enable great teams to do amazing things, and focused on accelerating new and growth opportunities.

Bio: While in school, Tiffany co-founded two ventures, and more recently, she’s worked in product strategy and business development at startups. She is currently a product manager specializing in logistics and e-commerce at a marketplace. Tiffany is a graduate of Wharton, with a B.S. in Economics.

Bio: Prior to joining AVG, Chris was a Customer Advocate at Graphic Packaging and in Sales & Marketing at Putnam Investments, where he created materials for reps and investors. He’s a graduate of the University of Massachusetts Lowell, Manning School of Business, where he studied Entrepreneurship and Entrepreneurial Studies.

Bio: Previously, Anne was an Applied Behavioral Analysis Counselor for Melmark and a medical biller for Physicians Resources. She is also a certified Certified Personal Trainer and Group Fitness Instructor, with her own clientele. Anne has a Bachelor’s in Psychology from the University of New Hampshire.

Bio: Prior to joining AVG, Jenna was an Investor Service Representative at Putnam Investments, where she provided customer support to both clients and brokers. Jenna is a graduate of Merrimack College, Girard School of Business, where she studied Business Administration with a dual major in Management and Marketing.

Bio: Prior to joining AVG, Jordan worked in consumer and commercial lending with New Hampshire based firms. A Massachusetts native, Jordan graduated with honors from Plymouth State University with a Bachelor of Science in Business Management with a focus in business law.

Bio: Taylor graduated from Southern New Hampshire University with a B.S. in Finance/Economics. Prior to joining Alumni Ventures Group, Taylor spent the early part of his career at Fidelity Investments as a licensed Financial Advisor, providing existing 401k clients with financial planning advice.

Bio: Prior to joining AVG, Hilary was a Staffing Executive and Program Manager at Robert Half. Previous positions include Retirement Planning & Guidance Consultant for Fidelity and an Investor Assistant for an independent investor. She has a Bachelor of Science, Business Management & Marketing from Fisher College.

Bio: Jamie was the Clinical Secretary Sr for Pediatric Gastroenterology at Dartmouth-Hitchcock. Earlier, he served as a Claims Processor Associate and then a Senior Associate at Cigna Health. He has also served in multiple church youth ministries for over 15 years throughout Ontario, Canada, in many different cultural contexts. He was part of the adjunct faculty in the youth ministry department at Tyndale University College. He has a BA in Psychology from York University, a Masters of Divinity from Tyndale Seminary, and a Doctor of Ministry degree from Fuller Theological Seminary.