Team

View All Partners Principals Vice Presidents Business Development Associates Adminstration Advisors
Alex Cohen

Associate

Alex Lieberman

Vice President

Andrew Roche

Vice President

Brian James

Vice President

Chris Geneser

Partner & CFO

Chris Perry

Partner

Dan Helle

Partner

Portfolio Companies

Dan Helle

Partner

Dan has significant experience in the financial services industry and shares overall strategic and operating responsibility for CIVC.  Dan joined CIVC in 1989 and has served as a partner since 1992.  He is a director of Right/Pointe.  Dan’s other relevant past directorships include KPA, Honor Finance, Goldline International Inc., GWC Warranty Corporation, Innovative Aftermarket Systems, Pacific Crest, and Ownit Mortgage.  Prior to joining CIVC, he worked at Citicorp Leveraged Capital and at Continental Bank.  Dan received a Bachelor of Science in Finance from Western Illinois University and a Master of Science in Finance from the University of Illinois.

Doug Potters

Principal

Garrett Stalker

Associate

Gladys Cordova

Controller

J.D. Wright

Partner

Jason Deitch

Associate

John Compall

Partner

Justin Cho

Associate

Kayla Brackett

Associate

Marc McManus

Partner

Marcus Wedner

Senior Advisor

Nick Canderan

Director of Business Development

Patty Walker

Executive Administrative Assistant

Scott Schwartz

Partner

Sloan Wilson

Vice President