Investment Committee
John Eggemeyer
Managing Principal
Tony Scavuzzo, CFA
Managing Principal
David Volk
Managing Principal
Sundeep Rana
Managing Principal
Investment Team
Spencer Cohn
Director
Michael Thaden, CFA
Director
Mitch McKhann, CFA
Senior Associate
Aditi Dwivedi
Associate
Deborah Sykes, CPA
Chief Financial & Compliance Officer
Nicole Aquino
Financial & Performance Analyst
Jennifer Lian
Office Manager / Executive Assistant
Senior Advisors
Kevin Ahern, CFA
Senior Advisor
Ryan Gilbert
Senior Advisor
Compass Operating Partners
An extension of Castle Creek Capital, the Compass Operating Partners team is staffed with executives that have broad experiences and demonstrated track records within the financial services industry. The team consists of independent contractors that work closely with the leadership teams at Castle Creek portfolio companies to drive operational improvements and repeatable value creation.
The Compass team delivers value-add competency in six core operational areas:
- Investment Due Diligence
- Acquisition Integration
- Expense Reduction
- Revenue Enhancement
- Contract Negotiation
- Technology Implementation
With nearly $1.5 billion dollars in lifetime profitability improvements across financial services companies of all sizes, the Compass Operating Partners team is a key part of the operational value creation formula for Castle Creek Capital.
Chris Bertsch
President, Senior Operating Partner
Diana Tremblay
Operating Partner
Jeff Bray
Operating Partner
Mark Merlo
Operating Partner
*Senior Operating Partners, Operating Partners and Senior Advisors are independent contractors that are advisors to Castle Creek and portfolio companies of Castle Creek, and are neither employees nor affiliates of Castle Creek entities.
Advisory Board
Ken Burgess, Jr.
Chairman, FirstCapital Bank of Texas
Jill Castilla
President and CEO, Citizens Bank of Edmond
Ryan Gilbert
Founder and General Partner, Launchpad Capital
