Watch the Arctaris 2022 Year in Review Video!

Katherine Mize

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Katherine joined Arctaris in 2021 and serves as a Vice President. She is responsible for all phases of the investment process and management of portfolio companies.

Prior to joining Arctaris, Katherine was an Associate in the Global Healthcare Investment Banking team at Goldman Sachs where she focused on early-stage tech-enabled healthcare companies with mergers and acquisitions, leveraged buyouts, and various equity issuances and debt financing transactions. Prior to that, she worked at an early-stage healthcare technology company as it transitioned from a startup incubator through raising seed capital. Katherine began her career on Capitol Hill as an advisor to U.S. Senator Tim Scott, a co-author of the Opportunity Zone legislation, and U.S. Representative Reid Ribble.

Katherine earned a BS in Biology from the College of William & Mary and an MBA from MIT Sloan with a focus on finance. In her free time, she likes to travel, cook, ski, and ride horses.

Lee Kimball

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Lee joined Arctaris in 2021 as Investment Director, managing Arctaris impact investing commitments in our Pennsylvania markets. He discovers and evaluates investment opportunities and works with portfolio companies to grow their businesses and impact. Prior to Arctaris, Lee was the COO and CEO of three venture and PE-backed international companies in Pittsburgh, building operations, supply chains, and sales teams in the US, Europe, Australia, and Central America. As a founding executive of a successful social impact business, he developed a passion for businesses that create jobs and impact where they are needed the most.

 

Previously, he served as the Director of Strategic Planning & Finance for a large professional services firm and as a Senior Financial Analyst in the real estate industry. He began his professional career in nonprofit management and continues that work through various volunteer positions.

 

He received his BS from Penn State University and MBA from University of North Carolina’s Kenan-Flagler School of Business. Lee is a frequent startup advisor and speaker on entrepreneurship, impact, and operations. He and his wife raise their two children in Pittsburgh.

Mandy Zhang

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Mandy joined Arctaris in 2020 and serves as the Director of Impact Measurement. She is primarily involved in all phases of the deal process and portfolio company management.

Prior to joining Arctaris, Mandy was the COO of Tsinghua x-lab Social Innovation Hub and Principal at Venture Avenue, an early-stage impact fund. She worked with social entrepreneurs to develop their business models and provided them with seed-stage investments. Mandy also provided consulting services to the Asian Development Bank to search for inclusive businesses that create jobs and increase workers’ income.

Prior to her role at Venture Avenue, Mandy was an associate with Morgan Stanley Hong Kong and experienced with equity electronic trading. Mandy spearheaded events for HK+Acumen group to promote impact investing in Hong Kong and to raise funds for local social enterprises. In addition, Mandy has worked for the United Nations International Labour Organization in Geneva and Nomura Securities in Hong Kong.

Mandy earned a BS in Industrial Labor Relations from Cornell University and an MBA from Harvard Business School, where she was the president of HBS Impact Investing Club. In her free time, Mandy explores mindfulness practices, such as yoga and meditation, travels, and paints.

Russ Halliday

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Russ joined Arctaris in 2022 and serves as a Senior Associate. As a member of the investment team, Russ engages in all phases of the deal process and works closely with portfolio companies to support operational and growth strategy.

 

Prior to joining Arctaris, Russ was an Investment Banking Associate in Credit Suisse’s Global Industrials Group where he executed M&A, debt, and equity transactions for transportation and logistics companies. Russ began his career in the public sector, first as a Coastal Resource Management Volunteer in Peace Corps Philippines and then as a Legislative Assistant to U.S. Representative James McGovern. While on the Hill, he advised the Congressman on issues related to education, manufacturing, justice, veterans, and campaign finance reform.

 

Russ earned a B.A. in Government and Legal Studies / Environmental Studies from Bowdoin College and an M.B.A from the Yale School of Management. Russ is fluent in Tagalog and, in his free time, enjoys running, playing ice hockey, and attempting New York Times crossword puzzles.

Jeff Elbaum

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Jeff joined Arctaris in 2021 and serves as a Senior Analyst. He is responsible for all phases of the deal process (origination, due diligence, structuring, execution), portfolio company management, and supports operations-related internal efforts.

 

Prior to Arctaris, Jeff was an Analyst with Raymond James, where he focused on public and private capital raising, M&A, and debt restructuring in the Real Estate Investment Banking group.

Jeff holds a degree in Economics from Washington University in St. Louis.

Kritika Chadha

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Kritika joined Arctaris in April 2022 and serves as a Senior Analyst on the deal team. She is primarily involved in all phases of the deal process (origination, due diligence, structuring, execution), portfolio company management, and supports operations-related internal efforts.

 

Prior to Arctaris, Kritika served as an Equity Research Associate at MFS Investment Management, where she analyzed public companies in the consumer sector and provided investment  recommendations to analysts and portfolio managers through fundamental research. Her passion for impact investing started when she got involved in the firm’s volunteer-run impact fund, focused on conducting due diligence for early-stage companies and presenting proposals and investment decisions as part of the Steering Committee.

 

Kritika holds a Bachelor of Science in Finance from Fordham University’s Gabelli School of Business. Her interests are in table tennis, Indian classical dance, and exploring museums.

 

Andrew Orgel

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Andrew Orgel joined Arctaris in 2022 and serves as an analyst. He is responsible for all phases of the deal process (origination, due diligence, structuring, execution), portfolio company management, and supports operations-related internal efforts.

Prior to Arctaris, Andrew was an associate with EY-Parthenon, the strategy consulting competency within Ernst & Young. Andrew focused on commercial due diligence across industries to support private equity and corporate M&A.

Andrew holds a B.A. in Mathematical Statistics and Economics from the University of Virginia. In his free time, he enjoys to ski, bike, and support Boston sports.

Calvin Johnstone

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Calvin joined Arctaris in 2022 and serves as an Analyst. He is responsible for all phases of the deal process (origination, due diligence, structuring, execution), portfolio company management, and supports operations-related internal efforts.

 

Prior to Arctaris, Calvin served as an Analyst at Citigroup. He advised clients on asset-backed financing solutions, including the execution of secured lending facilities and term capital markets transactions.

 

Calvin earned a B.A. in Environmental Studies from Bates College. In his spare time, Calvin enjoys hiking, skiing, and saltwater fishing.