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.

Steve joined Arctaris in May 2022 and serves as a Senior Controller. 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.

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.

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.

Lisa joined Arctaris in 2023 and serves as Treasury Manager. She is responsible for cash management activities. Her focus areas include managing the firm’s and fund’s cash deposits and managing the accounts payable process. 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.

Kerry-Ann joined Arctaris in 2023 and serves as an Assistant Controller in our Boston office. She works with the V.P of Finance in managing the financial oversight of Arctaris Funds, co-investment vehicles, and portfolio companies. She holds a B.S. in Finance and Accounting Management from Northeastern University. Before Arctaris, Kerry-Ann worked as the Finance Manager at Third Rock Venture focusing on the management company’s operations.

Besides her work, Kerry-Ann enjoys watching sports, experimenting with different recipes and cuisines, traveling to explore new cultures, reading books, and spending quality time with family and friends.

Christian joined Arctaris in August 2022 and serves as an accountant for the firm. He is responsible for the accounts payable oversight for Arctaris. Prior to Arctaris, Christian was a Financial Operations Specialist at a landscape architecture firm known as Reed Hilderbrand and a Global Billing Coordinator for Converse. For both companies, Christian was responsible for taking charge and helping to innovate and streamline processes, including billing and accounts payable, bringing a unique perspective to those organizations.

Christian holds a BS in Global Business Management with a double minor in Accounting and International Relations. In his free time, he likes to shoot photos, travel the world and play sports.