Frank joined Arctaris in 2023 as Co-Head of Sales. He has 25 years of experience in the asset management industry as a business development professional and capital allocator to alternative investment strategies.

He was most recently a senior executive with two fintech startups. Prior to this, Frank was a Senior Investment Officer with the $250 billion New York City Retirement Systems pension plans, a Vice President at Goldman Sachs, a Principal and Investment Strategist at The Carlyle Group, and a Senior Research Consultant at NEPC.

Frank received an M.B.A with a concentration in Finance from the University of Rochester, Simon Business School and earned a B.A. with double majors in Economics and Music from Union College. He holds the CFA Certification in ESG Investing, is a SASB Fundamentals of Sustainability Accounting (FSA) credential holder, and is a Chartered Alternative Investment Analyst (CAIA) designee.

Stephen joined Arctaris in May 2022 and serves as the Vice President of Finance. He is responsible for the accounting and financial oversight of certain portfolio companies held by Arctaris funds.His focus areas include maintaining the books and records, cash management and supporting the Arctaris accounting and investment teams.

Prior to Arctaris, Stephen was the Controller at The Rohatyn Group (formerly GMO Renewable Resources) and a Senior Manager with KPMG. In his previous role with The Rohatyn Group, Stephen was responsible for managing the quarterly financial reporting, annual audits, tax filing and cash management for private equity funds. In addition, he has experience with internal control design and execution. With KPMG, Stephen was responsible for financial statement audits of financial services companies.

Stephen holds a MS in Accounting from Suffolk University, MS in Atmospheric Science from University of Wisconsin-Madison, BA in History from Tufts University and is a licensed Certified Public Accountant.

Halina joined Arctarisin 2021 and serves as Controller. She is responsible for managing quarterly and annual reporting processes, ensuring compliance with U.S. GAAP and other standards. She works closely with external auditors and tax professionals to coordinate annual audits and tax return preparation. Her background is in hedge fund and private equity fund administration services.

Prior to Arctaris, Halina led operations in a boutique venture capital firm that invested in early stage fintech companies. She oversaw budgeting, managed month-end reporting, implemented internal controls, and assisted with regulatory compliance.

Halina earneda BA in Business Administration from IUP Management et Gestion des Entreprises (Clermont-Ferrand, France), a BS in Economics from Gomel State University (Belarus), and an MBA from Babson’s F.W. Olin Graduate School of Business. She enjoys reading, baking, and spending time with her family.

Patrick joined Arctaris in 2017 and currently serves as Director of Strategic Capital Partnerships. He advises on all phases of the execution and due diligence process, including deal origination, transaction due diligence, and post-execution growth strategy development and achievement.

Prior to joining Arctaris, Patrick was the former Executive Director of Impact Investing at Sorenson Impact, a University of Utah based institute that works with investors, entrepreneurs, and other stakeholders to marshal capital for social good. While there, he worked on over $250mm of private investments, was a part of launching several new business units which included the University Venture Fund II, the second iteration of the Nation’s largest student-driven venture capital fund, and was part of the management team awarded a grant from President Obama’s White House Office of Social Innovation.

Prior to Sorenson Impact, Patrick was a Senior Associate with the University Venture Fund (UVF) from 2007-2010. As Senior Associate, Patrick analyzed and conducted comprehensive due diligence while assisting in portfolio management and deal-sourcing for the fund.

Patrick started his career as an Analyst with The Goldman Sachs Group, Inc. working in their Global Securities Division. He has also held various board and advisory positions, including with The Iron Yard Coding Academy, Westminster College’s Center for Entrepreneurship, Salt Lake County’s Economic Development Division, and is an active fourth-generation shareholder in his family’s Greenville, South Carolina-based businesses, Canal Insurance and Central Realty Holdings.

Patrick earned a BS in Finance fromWestminster College and was recognized with the Distinguished Alumni Award in 2017.

Lillian joined Arctaris in 2023 as a Senior Associate in Investor Relations. She has over seven years of experience in Investor Relations and five years of experience in alternatives.

Lillian was most recently an Investor Relations Senior Associate at Pomona Capital, a private equity firm specializing in secondary investments. Prior to that Lillian worked on the healthcare Investor Relations team at ICR, a strategic communications firm.

Lillian received a BA with double majors in Economics and Sociology from Washington and Lee University. In her free time she enjoys running, skiing and traveling with friends and family

Florian joined Arctaris as a Senior Associate in 2023 and works with Arctaris Impact’s public and philanthropic partners to develop place-based programs and unique public-private partnerships. Florian works alongside Patrick Mullen on place-based program development and First-Loss Capital as well as the Firm’s annual Impact Report. Prior to joining Arctaris, Florian was the Founder of Metis Impact, an impact-focused consulting firm and a Project Director at New Localism Associates. Florian also worked as an Advisor in the Connecticut Governor’s Office with a focus on economic development and as a Special Programs and Policy Manager in the Chicago Mayor’s Office. Prior to these roles, Florian was a Senior Consultant and Case Team Leader at FSG, a mission-driven consulting firm. Florian earned his MBA at Harvard Business School and an AB from Brown University, with honors. In his spare time, Florian enjoys surfing, all forms of performance art, and feeding the birds that visit his fire escape in New York City.

Lisa joined Arctaris in 2023 and serves as Treasury Manager. She is responsible for cash management activities. Additionally, she will be responsible for overseeing vendor and banking relationships and ensuring the firm’s cash management processes are able to support the firm’s investment goals.

Prior to Arctaris, Lisa was a Treasury Manager of Bank Operations at Manulife and Senior Treasury Analyst at Raytheon Company. In her previous roles, Lisa focused on managing liquidity pools, system implementations, bank relationship management, governance controls, placement of investments and streamlining bank models.

Lisa holds a BA from Wheaton College in International Relations and Italian Studies and an MS in Multinational Commerce from Boston University. In her free time she likes to hike, travel and spend time with family and friends.

James joined Arctaris in 2023 as the Compliance Manager. He is responsible for assisting in all matters pertaining to the firm’s compliance, legal, and risk management functions. Prior to joining Arctaris, James was a Summer Associate at a major Venture Capital & Emerging Companies law firm. He supported aspects of venture capital financings, mergers and acquisitions, and the organization and operation of venture capital funds.

James also served as a Legal Affairs Associate at Bain Capital, where he focusedon legal issues facing Bain Capital’s holding company, investment advisors, and affiliated funds, as well as overseeing entity management and SEC filings.

James holds a BA in Political Science from The Pennsylvania State University. He is currently pursuing his J.D. from Suffolk University Law School in their evening program. In his free time, he enjoys golfing, traveling, and spending time with his family and friends.