Heritage Partners
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Heritage Partners Employees
Employee
Years
Job
Industry
Lori Cashman Lori Cashman's Heritage Partners Experience November 1999 - March 2003
Job Regional Leadership Council Member at The One Love Foundation in honor of Yeardley Reynolds Love
Industry Venture Capital & Private Equity
Experience
The One Love Foundation in honor of Yeardley Reynolds Love September 2015 - Present
DUKE Boston Women's Forum August 2014 - Present
Lineage Capital March 2003 - June 2008
Heritage Partners November 1999 - March 2003
Skills
CPA, Private Equity, Mergers, Business Valuation, Financial Modeling, Financial Analysis, Equities, Strategy, Project Management, Event Planning, Fundraising
Education
Boston University Graduate School of Management 1994 — 1995
Master of Business Administration (MBA)
Duke University 1990 — 1994
Bachelor of Arts (B.A.)
The One Love Foundation in honor of Yeardley Reynolds Love September 2015 - Present
DUKE Boston Women's Forum August 2014 - Present
Lineage Capital March 2003 - June 2008
Heritage Partners November 1999 - March 2003
Skills
CPA, Private Equity, Mergers, Business Valuation, Financial Modeling, Financial Analysis, Equities, Strategy, Project Management, Event Planning, Fundraising
Education
Boston University Graduate School of Management 1994 — 1995
Master of Business Administration (MBA)
Duke University 1990 — 1994
Bachelor of Arts (B.A.)
Kelly L. Roberts, CPA Kelly L. Roberts, CPA's Heritage Partners Experience 2005 - 2008
Job CFO Consulting, StartUps, Emerging Growth
Industry Venture Capital & Private Equity
Experience
Aurora Consulting LLC 2011 - Present
Women in Alternative Assets 2011 - Present
Private Equity CFO Association 2009 - Present
Treasurers' Club of Boston July 2008 - Present
Brooke Private Equity Associates December 2008 - January 2011
Heritage Partners 2005 - 2008
Advanced Technology Ventures 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Investors Bank & Trust 1995 - 1999
Price Waterhouse - Kansas City 1989 - 1995
Skills
Private Equity, Venture Capital, Investments, Financial Analysis, Risk Management, Forecasting, Leadership, Start-ups, Contract Negotiation, Finance, Due Diligence, Budgets, Investor Relations, Strategy, Mergers & Acquisitions, Accounting, Management, Tax, Process Analysis and..., Financial Modeling, Portfolio Management, Hedge Funds, Executive Management, Emerging Markets, Nonprofits, Analysis, Valuation, Entrepreneurship, Financial Services, Cash Management, Corporate Development, Corporate Finance, Acquisition Integration, Alternative Investments, Restructuring, Mutual Funds, Treasury, Cash..., Contract Negotiations
Education
University of Nebraska at Omaha 1985 — 1989
BSBA, Accounting
Aurora Consulting LLC 2011 - Present
Women in Alternative Assets 2011 - Present
Private Equity CFO Association 2009 - Present
Treasurers' Club of Boston July 2008 - Present
Brooke Private Equity Associates December 2008 - January 2011
Heritage Partners 2005 - 2008
Advanced Technology Ventures 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Investors Bank & Trust 1995 - 1999
Price Waterhouse - Kansas City 1989 - 1995
Skills
Private Equity, Venture Capital, Investments, Financial Analysis, Risk Management, Forecasting, Leadership, Start-ups, Contract Negotiation, Finance, Due Diligence, Budgets, Investor Relations, Strategy, Mergers & Acquisitions, Accounting, Management, Tax, Process Analysis and..., Financial Modeling, Portfolio Management, Hedge Funds, Executive Management, Emerging Markets, Nonprofits, Analysis, Valuation, Entrepreneurship, Financial Services, Cash Management, Corporate Development, Corporate Finance, Acquisition Integration, Alternative Investments, Restructuring, Mutual Funds, Treasury, Cash..., Contract Negotiations
Education
University of Nebraska at Omaha 1985 — 1989
BSBA, Accounting
Deno Maggi Deno Maggi's Heritage Partners Experience 2007 - Present
Job Managing Member at Heritage Partners
Industry Real Estate
Experience
Heritage Partners 2007 - Present
Deno's Foods 2004 - Present
Self-employed 1997 - Present
Skills
Real Estate, Investment Properties, Real Estate Development, Investments, Property Management, Project Management, Investors, Leases, Due Diligence, Real Estate Transactions, Financial Analysis, Commercial Real Estate
Education
University of Oklahoma
Bachelor of Science (BS), Economics
Heritage Partners 2007 - Present
Deno's Foods 2004 - Present
Self-employed 1997 - Present
Skills
Real Estate, Investment Properties, Real Estate Development, Investments, Property Management, Project Management, Investors, Leases, Due Diligence, Real Estate Transactions, Financial Analysis, Commercial Real Estate
Education
University of Oklahoma
Bachelor of Science (BS), Economics
Stacie O'Brien's Heritage Partners Experience 2003 - 2005
Job at The Baupost Group
Industry Financial Services
Experience
The Baupost Group April 2009 - Present
Keller Williams Realty International 2005 - 2007
Heritage Partners 2003 - 2005
Wulfe & Co June 1999 - January 2003
Education
HEC Paris 2008 — 2009
MBA, Entrepreneurship
New York University - Leonard N. Stern School of Business 2007 — 2008
MBA
The Baupost Group April 2009 - Present
Keller Williams Realty International 2005 - 2007
Heritage Partners 2003 - 2005
Wulfe & Co June 1999 - January 2003
Education
HEC Paris 2008 — 2009
MBA, Entrepreneurship
New York University - Leonard N. Stern School of Business 2007 — 2008
MBA
Aileen Baker's Heritage Partners Experience 1997 - 1999
Job Dean of Residential Life/Math Teacher Portsmouth Abbey School
Industry Education Management
Experience
Portsmouth Abbey School July 2010 - Present
Portsmouth Abbey School August 2006 - Present
St. Sebastian's School September 2001 - July 2005
Lycos Ventures 1999 - 2001
Heritage Partners 1997 - 1999
Mercer Management Consulting 1996 - 1997
Skills
Public Speaking, Teaching, Higher Education, Nonprofits, Curriculum Development, Educational Leadership, Curriculum Design, Fundraising, Research, Editing, Social Media, Staff Development, Educational Technology, Community Outreach, Strategic Planning
Education
Dartmouth College 2003 — 2007
MALS
Williams College 1992 — 1996
Portsmouth Abbey School July 2010 - Present
Portsmouth Abbey School August 2006 - Present
St. Sebastian's School September 2001 - July 2005
Lycos Ventures 1999 - 2001
Heritage Partners 1997 - 1999
Mercer Management Consulting 1996 - 1997
Skills
Public Speaking, Teaching, Higher Education, Nonprofits, Curriculum Development, Educational Leadership, Curriculum Design, Fundraising, Research, Editing, Social Media, Staff Development, Educational Technology, Community Outreach, Strategic Planning
Education
Dartmouth College 2003 — 2007
MALS
Williams College 1992 — 1996
Peter Jeton's Heritage Partners Experience 1999 - 2006
Job Chief Executive Officer, Catholic Investment Services, Inc.
Industry Investment Management
Experience
Catholic Investment Services, Inc. September 2013 - Present
PCJ Advisory Services 2009 - 2013
Fidelity Investments 2011 - 2012
Apax Partners 2006 - 2009
Heritage Partners 1999 - 2006
BankBoston 1978 - 1998
Skills
Private Equity, Financial Services, Portfolio Management, Management, Executive Search, Due Diligence, Mergers, Valuation, Finance, Investments, Venture Capital, Hedge Funds, Investment Banking, Financial Modeling, Start-ups, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
Dartmouth College
Boston University
Catholic Investment Services, Inc. September 2013 - Present
PCJ Advisory Services 2009 - 2013
Fidelity Investments 2011 - 2012
Apax Partners 2006 - 2009
Heritage Partners 1999 - 2006
BankBoston 1978 - 1998
Skills
Private Equity, Financial Services, Portfolio Management, Management, Executive Search, Due Diligence, Mergers, Valuation, Finance, Investments, Venture Capital, Hedge Funds, Investment Banking, Financial Modeling, Start-ups, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
Dartmouth College
Boston University
Christopher Parmentier's Heritage Partners Experience 2003 - 2006
Job CEO & President, Wahoo Capital
Industry Financial Services
Experience
Wahoo Capital 2006 - Present
Heritage Partners 2003 - 2006
TCR 2001 - 2003
Banc of America Merrill Lynch 1998 - 2001
Skills
Investments, Merchant Banking, Management, Private Equity, Financial Analysis, Investment Banking, Portfolio Management, Financial Modeling, Corporate Finance
Education
University of Virginia 1994 — 1998
Finance
Oxford University
Wahoo Capital 2006 - Present
Heritage Partners 2003 - 2006
TCR 2001 - 2003
Banc of America Merrill Lynch 1998 - 2001
Skills
Investments, Merchant Banking, Management, Private Equity, Financial Analysis, Investment Banking, Portfolio Management, Financial Modeling, Corporate Finance
Education
University of Virginia 1994 — 1998
Finance
Oxford University
Adam Murphy's Heritage Partners Experience June 1996 - June 1999
Job Partner at Cooper Investment Partners
Industry Venture Capital & Private Equity
Experience
Cooper Investment Partners January 2011 - Present
Catalyst Equity Partners June 1999 - April 2008
Heritage Partners June 1996 - June 1999
Chemical Securities August 1993 - June 1996
Skills
Private Equity, Corporate Development, Strategy, Corporate Finance, Divestitures, Finance, Venture Capital, Investments, Mergers & Acquisitions, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance
University of Denver 1983 — 1987
BSBA, Finance / Marketing
Cooper Investment Partners January 2011 - Present
Catalyst Equity Partners June 1999 - April 2008
Heritage Partners June 1996 - June 1999
Chemical Securities August 1993 - June 1996
Skills
Private Equity, Corporate Development, Strategy, Corporate Finance, Divestitures, Finance, Venture Capital, Investments, Mergers & Acquisitions, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance
University of Denver 1983 — 1987
BSBA, Finance / Marketing
Greg Schmit's Heritage Partners Experience September 2011 - Present
Job GPSFNC
Industry Financial Services
Experience
Heritage Partners September 2011 - Present
Earthtone Construction Inc March 2002 - January 2012
Education
University of Minnesota-Duluth 1985 — 1987
B.A., Speech Communication
Minnesota State University, Mankato
Heritage Partners September 2011 - Present
Earthtone Construction Inc March 2002 - January 2012
Education
University of Minnesota-Duluth 1985 — 1987
B.A., Speech Communication
Minnesota State University, Mankato
Brook Parker's Heritage Partners Experience 1994 - 2003
Job Partner at Lineage Capital
Industry Venture Capital & Private Equity
Experience
Lineage Capital March 2003 - Present
Heritage Partners 1994 - 2003
BancBoston Capital 1991 - 1993
Integrated Acquisition 1986 - 1988
EF Hutton 1985 - 1986
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1990
MBA
Dartmouth College 1981 — 1985
BA, Economics / Computer Science
Lineage Capital March 2003 - Present
Heritage Partners 1994 - 2003
BancBoston Capital 1991 - 1993
Integrated Acquisition 1986 - 1988
EF Hutton 1985 - 1986
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1990
MBA
Dartmouth College 1981 — 1985
BA, Economics / Computer Science