Team
Investment Professionals
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Todd A. Goergen |
Todd is Founder and Managing Partner of The Ropart Asset Management Funds. He began his career in Mergers and Acquisitions at Donaldson, Lufkin and Jenrette (1994 to 1999). After DLJ, Todd went on to become Director of Mergers and Acquisitions at Blyth (NYSE:BTH), a leading global designer and marketer of home decorative and fragranced products. Todd is Chairman of the boards of Digital Traffic Systems, QCL Holding, Solution X Global, and iMergent (AMEX:IIG) and serves on the boards of Heads & Threads International, NorthStar Systems International, and ViSalus Holdings. Todd received a BA in Economics and Political Science from Wake Forest University. Todd is on the US and International Advisory Councils to the Global Leadership Foundation (www.g-l-f.org). He is also a wine columnist for Gotham magazine. |
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William R. Schlueter, CPA |
William began his career as a CPA for six years with a regional accounting firm in the Southeast. Next, William was the Chief Financial Officer of Flavor House Products, then the nation’s largest private label processor of snack nuts, which he originally joined as a turn-around consultant. After Flavor House Products, William was a Managing Director at Capital Partners, a private equity firm based in Greenwich, CT, for nine years. During his time there, William also served as the Senior Vice President and Chief Financial Officer of Security Capital Corporation, a public portfolio company of Capital Partners. William serves on the boards of QCL Holding and Office Works. He received a BA from Auburn University, graduating with high honors. William also served in the US Army where he earned several commendations and an airborne badge. |
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Jonathan D. Shapiro, CFA, CPA |
Jonathan began his career at Franchise Mortgage Acceptance Company, evaluating corporate loans. After FMAC, he joined UBS Investment Bank, advising corporate clients in Mergers and Acquisitions and Consumer Products & Retail in both New York and London. Jonathan is the acting CFO of DeerTech and Solution X Global, serves on the boards of Digital Traffic Systems and Solution X Global as Treasurer and DeerTech as a director and participates on the boards of MediaTrust and ViSalus Holdings. Jonathan received an MBA from Columbia Business School and an MBA from London Business School. He received an MS in Accounting from the Lubin School of Business at Pace where he attended on scholarship. Jonathan graduated Magna Cum Laude and Phi Beta Kappa from Rutgers College, completing a BS in Computer Science in three years. Jonathan is a licensed CPA. Jonathan is a member of VITA (Volunteer Income Tax Assistance), NYSSA (New York Society of Security Analysts), the CFA Institute, the American Institute of CPAs, and serves on the board of his cooperative building in NYC as Secretary. |
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Theodore W. Stofer |
Teddy began his career at KPMG Transaction Services, where he advised clients on M&A and strategic engagements in the Business Services, Consumer Products, Logistics, and Industrial industries. He then joined RAM, as an Associate, where he analyzed new investment opportunities, monitored portfolio investments, and worked with portfolio company management teams on strategic initiatives. Teddy received a BS in Operations Research & Industrial Engineering from Cornell University and an MBA from The Wharton School of the University of Pennsylvania, where he was a Palmer Scholar. |
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Cole H. Drotman |
Cole joined Ropart from the Wharton School at the University of Pennsylvania, where he graduated cum laude with a Bachelor of Science degree in Economics with a concentration in Finance. During his time at Wharton, Cole also gained experience from several internships. Most recently, he worked at Imperial Capital, a New York based investment bank, where he worked on restructurings, financings, and M&A transactions. He also previously interned with Odessa Technologies, a leasing software company, and Bear Stearns & Co. |
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Fred M. DaSilva, CFP |
Fred is a seasoned financial professional with extensive experience in the areas of accounting, finance, and personal financial planning. Prior to joining Ropart, Fred spent nine years with American Express running a personal financial planning practice. Prior to that, he spent over thirteen years in several financial roles with companies ranging in size from micro-cap to Fortune 500, including four years as a Corporate Controller for a public company in the insurance services industry. Fred received a BBA in Accounting from the Lubin School of Business at Pace University and has successfully completed all parts of the CPA Exam. He is also a Certified Financial Planner. |
Advisors
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Robert B. Goergen, Sr. |
Robert B. Goergen is Chairman of the Board and Chief Executive Officer of Blyth, Inc., a leading global designer and marketer of home decorative and fragranced products. Previously, Mr. Goergen was a Partner with McKinsey & Company and was Managing General Partner of The Sprout Group at Donaldson, Lufkin & Jenrette. Prior to that he worked with McCann-Erickson and Proctor & Gamble.He has served as a member of numerous private and public companies, including as the non-executive Chairman of XTRA Corporation, NYSE from 1990 to 2001. Currently, he is a member of the Board of Directors of Protein Sciences Corporation, a bio-tech venture. In addition Mr. Goergen is a member of the Greenwich YMCA Board of Directors and a Board member of the Greenwich Historical Society. Mr. Goergen has served on the Board of Trustees of the University of Rochester since 1982 and was Chairman from 1990 to 2003. Since 1997, Mr. Goergen has served on the Wharton School Board of Overseers of The University of Pennsylvania. In addition, Mr. Goergen is a member of the Board of Trustees of the Hirshhorn Museum and Sculpture Garden in Washington, DC and a member of the National Gallery of Art Collectors Committee in Washington, DC. Mr. Goergen received his undergraduate degree in physics, graduating cum laude from the University of Rochester and received his MBA in Finance from the Wharton School at the University of Pennsylvania. |
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Robert B. Goergen |
Rob is the President of the Catalog & Internet Group and Vice President of Corporate Development & Acquisitions for Blyth, Inc. Prior to joining Blyth, Rob served as an Account & New Media Director for McCann-Erickson, where he oversaw e-commerce development and internet marketing efforts for consumer products, business to business, and services accounts. Rob serves on the board of DeerTech. He received a BA from the University of Richmond and an MBA from the Wharton School at the University of Pennsylvania. |
Outside Partners
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Ranjit Bhonsle |
Mr. Bhonsle serves as a Director of Ithmar Capital, a private equity firm based in Dubai. Previously he worked for two mid-market private equity firms: Ravelin Capital Group, which he founded in 2002, and Kohlberg & Co., where he was a general partner. Ranjit began his career as a financial analyst at Kidder, Peabody & Co., a mid-market investment bank. Mr. Bhonsle serves on the board of QCL Holding. He received a bachelor’s degree from the University of Michigan and an MBA from the London Business School. |
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Louis Marx |
Mr. Marx is President of Brae Capital, a private investment firm based in New York. Mr. Marx is a widely known participant in the venture capital and financing fields. During a 50-year career, he has funded numerous companies in the oil & gas, pharmaceutical, transportation, and communications industries. He completed his undergraduate education at Princeton University and later served as a First Lieutenant in the U.S. Marine Corps. Mr. Marx is a Trustee of NYU School of Medicine and NYU Medical Center, where he donated the Louis Marx Emergency Room and is a supporter of the Department of Radiology. At Princeton, he donated Marx Hall and created the School of Human Ethics. He is also President of The Louis Marx Foundation and the Victorinox-Swiss Army Knife Foundation. |
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Fred Warren |
Mr. Warren serves as Manager of Sage Venture Partners, a venture capital partnership. Previously he worked for Brentwood Associates, a west coast venture capital firm that he co-founded in 1972. Prior to that, Mr. Warren was President and CEO of Westland Capital Corp., a venture capital firm, and General Television, a leveraged build-up in the cable industry. Fred earned an engineering degree from the University of Pennsylvania and an MBA from the Wharton School of Business. He serves as a director of FleetPride Corp. and Cricket Communications. He has participated on the Board of the National Venture Capital Association and the University of Pennsylvania’s Board of Trustees and Engineering School Board of Overseers. |
