Chief Executive Officer, Charles Towne Holdings, LLC
Andy serves as the Chief Executive Officer of Charles Towne Holdings, LLC. Andy has been an entrepreneur and advisor to emerging growth companies for over 20 years. He currently provides corporate finance, M & A and capital raising services to global emerging growth companies in the Sports, Media and Entertainment sectors. Previously, Andy was the Founder and Chairman/CEO of Alchemy Global Holdings, LLC, an investment banking and advisory services firm focused on the Sports, Media and Entertainment industries. Backed by investors that include Greg Norman, Jim Courier, Boris Becker, and several other prominent financial executives, the firm worked with emerging growth companies to help them raise capital and assist with the implementation of their growth plan. In his role as CEO for Alchemy, Andy was responsible for guiding the strategic growth of the company, fundraising, and business development. Prior to Alchemy, Andy was the founder and Managing Partner of SAE Advisory Group. In this role, he worked with many notable clients, including Great White Shark Enterprises/Greg Norman, Legend 10 (the acquirer of the global IP of international soccer legend Pele), Iconic Images (owner of the global photo archive from Terry O’Neil) and Montel Williams Enterprises. Previously, Andy was a Managing Director with Cortview Capital Securities, where he oversaw the firm’s activities in sports and entertainment.
President, Charles Towne Holdings, LLC
Mike serves as the President of Charles Towne Holdings, LLC. He has been the CEO of numerous firms in the financial and technology industry. His experience spans from revitalizing Merrill Lynch Canada to growing Instinet Corporation, to establishing Reuters Americas, to founding Market XT, to rolling out a hedge fund, to working on banking deals at Laidlaw Securities and to transforming Bonds.com. In each firm, he set out the strategy, raised capital, recruited talented people, lead in emphasizing the client and rewarding success. He has extensive experience internationally negotiating with government officials close to introducing technological advances in Europe and Asia. This included a stint as the CEO of NASDAQ Europe attempting to bring electronic trading to the EU markets. Mike is acknowledged as a pioneer of electronic trading on Wall Street and has served on numerous electronic trading firms’ boards of directors. Mike is a frequent participant at securities trading conferences that wrestle with the impact of technology where he espouses his modus operandi; Think Big, Avoid Folly, but always make sure you have enough capital. He is a graduate Of Brown University, B.A. and Oxford University, M.A.
CEO, Charles Towne Securities, LLC
Scott serves as the CEO of Charles Towne Securities, LLC, the FINRA registered broker dealer owned by Charles Towne Holdings, LLC. He has spent his entire 30-year career in the securities industry focused on investment banking. His experience includes several high-ranking positions of responsibility and leadership including Board Director, Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer. Most notably, from the period, January 2000 to June 2003, Mr. Ilario was Chief Executive Officer of Wachovia Securities when it was the fourth largest broker-dealer in the U.S. based on assets under management. Subsequent to acting as CEO of Wachovia Securities, Mr. Ilario was named Head of Compliance for Wachovia's Global Investment Bank where he facilitated business directives to increase international distribution and underwriting by obtaining regulatory approval for subsidiaries in London, Hong Kong, Japan and Singapore. During his time at Wachovia in his roles as CEO and CCO, Scott was responsible for the oversight of over $50Billion in M & A transactions and over $10Billion in private capital raises. Scott maintains Series 7, 3, 4, 24, 27, 12, 14, 79 and 99 qualifications.
Managing Director, Construction & Engineering
Andre serves as a Managing Director, overseeing the Construction and Engineering verticals. After beginning his career as a trader for a multi-billion dollar hedge fund, Andre pivoted to the family construction business with a focus in the marine division. Their firm was involved in a number of recent landmark projects at the Statue of Liberty, LaGuardia Airport, and the World Trade Center. Andre previously was the President of Creek Construction Group, LLC, which provides full-service construction project management & consulting services with a specialization in marine construction. He graduated from Villanova University. He, his wife Selena, and their 3 young children recently relocated to Mount Pleasant from New York City and their desire for giving back to the community has also led them to Social Venture Partners, a venture philanthropy organization. SVP collectively invests their expertise and financial resources in mission-driven nonprofits to achieve sustainable, measurable impact.
Managing Director, Group Head Advisory Services
Chuck serves as a Managing Director and Group Head of Charles Towne Holdings Financial and Executive Advisory Services Group. With over 30 years experience in investment banking, capital markets, and hands-on company leadership, Mr. Cox is an expert at distilling complex issues into actionable and effective strategies, particularly as related to organizational growth or survival, capitalization alternatives, strategic planning, mergers, acquisitions, and restructurings. Mr. Cox’s combination of operating, advisory and investing experience provides unique and practical insight to Charles Towne clients. As an operating executive, Mr. Cox was most recently Chief Executive Officer of American Silk Mills, where he led the successful turnaround of this 120-year old textile company and then completed its sale to an international acquirer. In addition to other executive positions, Mr. Cox has worked extensively as an investment banker and has lead industry teams in technology, telecom, general industries and private capital advisory with Wachovia Securities (now Wells Fargo), Morgan Keegan (now Raymond James) and other firms. Mr. Cox received his MBA in Finance and Marketing from The Wharton School of the University of Pennsylvania and his BSBA in Finance and Marketing from the University of Chapel Hill.
Managing Director, Electronics and Manufacturing
Eric serves as a Managing Director, overseeing the Electronics and Manufacturing verticals. Eric has successfully led challenging high-profile projects throughout a career that has leveraged strong technical/engineering capabilities, a focus on leadership and a solid global business perspective. His career has taken him around the world including expat assignments in Germany, France, Poland and India. His scope of responsibilities have included the management of M & A deal flow with a total value over $600 million, the management of global restructuring activities during the 2008 economic down-turn, a high profile plant closure in France, the management of European and Indian Automotive (Tier 1, 2 & 3) operations, the development of a Global Technical Center in India, crisis management of European Supply Chain hub operations after the 2010 Volcano (Iceland) eruption, the executive sponsorship of Molex’s Women’s Business Council in India, and early stage technology development (4 patents), investment and commercialization. Eric received a Bachelor of Science in Mechanical Engineering (’90) from Clemson University and a Masters in International Business at the University of South Carolina. Along with his wife and two sons, he now calls Charleston, South Carolina home.
Managing Director, Cannabis & Hemp
Garrett serves as a Managing Director with Charles Towne Securities, overseeing cannabis and hemp related verticals. Garrett has more than 11 years of experience in the capital markets, private equity, and business development. Armed with an extensive client book of venture capitalists, family offices and angel investors, Garrett is an expert in rapid capital formation and investor relations for emerging growth companies. Previously, Garrett was a member of the ROTH Capital Partners, LLC Private Capital Group (PCG), advising and providing capital formation for growth-stage private companies in the multiple different verticals including technology, software, healthcare, med-tech, cannabis/hemp, and consumer sectors. Before that he founded and directed the San Diego trade organization, SD Sport Innovators (SDSI) in partnership with NBA Hall-of-famer, Bill Walton. He led SDSI’s mission to provide capital formation, mentorship, and networking opportunities to sports and active lifestyle companies in Southern California while growing membership to 80+ companies, ranging from service providers to large sports-centric organizations and companies. He is a graduate of Southern Methodist University (SMU) majoring in Business Economics & Public Policy and currently lives in Encinitas, CA with his wife (Kimberly), new born daughter (Skylar), and cattle dog (Cali). Garrett maintains Series 7 and 63 qualifications.
Managing Director, Telecom & Financial Data
Hubert serves as a Managing Director, overseeing the Telecom and Financial Data verticals. Prior to Charles Towne, Hubert was Senior Director managing the $150 million Reference Data business of ICE Data Services. He came to ICE as the Chi-X Global's Executive Vice President responsible for the company’s global business development strategy. Chi-X Global owned and operated MTF and ATS markets around the world. The CHI-X's trading infrastructure technologies and services were created through the acquisition of Cicada Corporation of which Hubert was a founder. As the Executive Vice President, he was responsible for relationships with major exchanges and financial institutions around the world. Hubert started his career at Reuters Group PLC serving in various executive capacities and locations (Hong Kong, London, and New York) His last position at Reuters was as Executive Vice President and Director of Global Securities Markets, responsible for the global product marketing of all equities and fixed income products sold by Reuters. Hubert holds a Master of Business Administration from Columbia University and a Bachelor of Arts in Economics and German from Rice University.
Managing Director, Charles Towne Securities
Kristen serves as a Managing Director with Charles Towne Securities, focusing on the origination and distribution of firm deals. She is a 25+ year veteran in the sports marketing and management industry with extensive experience in athlete representation, corporate consulting, business development, licensing, sponsorship sales, and event management. A pioneer for women in professional player representation, Kristen was the first woman to negotiate an NFL quarterback's contract. She also has successfully integrated raising capital and providing business development and advisory services for emerging companies in sports, entertainment, media, and the consumer sectors. In 2017, Kristen merged K Sports & Entertainment, her nationally-recognized sports marketing and athlete representation agency, with Vanguard Sports Group (a national NFL player representation agency) to create Vanguard Business Development Group. As Senior Vice President of Vanguard, Kristen oversees business development across multiple channels including corporate consulting, event management, athlete marketing/licensing, sponsorship sales, and mergers/acquisitions. Kristen continues to represent NFL players in their contract negotiations with teams and remains one of the few female NFL agents who have multiple clients.From 2001-2017, as the founder and CEO of K Sports & Entertainment, Kristen led a national sports management and marketing firm where she represented NFL players and sold endorsement and sponsorship on behalf of professional athletes and Fortune 500 companies. In addition to representing Doug Flutie in his $33 million contract with the San Diego Chargers, she negotiated national endorsement campaigns and the licensing deal for “Flutie Flakes,” a cereal that sold over 3 million boxes. Kristen continued to represent Flutie for his off-field business initiatives, including his broadcast contracts with ESPN and NBC. She also created strategic relationships with corporations to support non-profit entities such as the Doug Flutie Foundation for Autism, The Vince Wilfork Foundation, Paul Pierce’s FitClub34, among many others. Kristen began her career in 1994 as in-house counsel at the national sports agency, Woolf Associates, where for six years she assisted the agents for NFL, NHL, NBA and MLB in a variety of areas from arbitration cases to client marketing. She assisted the Woolf family in selling the company to Arnold Advertising and negotiated the production, distribution and sponsorship of an ESPN fitness show. A cum laude graduate of both the University of Massachusetts at Amherst (1991) and Suffolk University Law School (1994), Kristen is also a member of the Massachusetts Bar. She also holds her FINRA Series 82 and 63 Licenses.
Managing Director, Veteran Owned/Led Businesses
Bob serves as a Managing Director, where he focuses on advising Veteran owned and led businesses. Bob has over 35 years of business experience, including 24 years in venture capital, private equity and M & A. He was commissioned a combat engineer in the USAC, serving 14 years. He has served in various capacities as a Director of privately held companies and in the leadership of civic, business and alumni organizations. A graduate of VMI, with an MBA from the Darden School at The University of Virginia, Bob is the immediate past President of the VMI Alumni Association. He maintains the Series 7, 24, 28, 63, 79, and 99 securities licenses.
Managing Director, Financial Services
Jack serves as a Managing Director, overseeing the Financial Services vertical. Prior to Charles Towne, Jack has than 30 years experience serving the capital and strategic advisory needs of growing asset management firms. His expertise crosses many sectors, including institutional asset management, mutual funds, wealth management, and alternative asset management. He is an experienced dealmaker advising asset and wealth management firms on mergers and acquisitions and capital raising, most recently with JJM Advisory Group. Previously he was a Managing Director at Raymond James & Associates, Inc. Prior industry experience includes seven years as the principal and co-founder of XPL Advisors LLC, mergers and acquisition and a strategic advisory boutique firm specializing in the asset management industry. He provided advisory services on domestic and cross-border transactions to asset management companies in the United States and Canada. Mr. MacDonald spent five years with Putnam Lovell Securities Inc., first as managing director and co-founder of capital markets fixed income and subsequently as managing director, asset management mergers and acquisitions. Earlier he served as a senior banker, financial institutions group for Citicorp Securities, Inc., and director of corporate finance at PepsiCo, Inc. He began his career as a CPA. Mr. MacDonald holds a Master of Management from the Kellogg Graduate School of Management at Northwestern University and a Bachelor of Business Administration with a focus in accounting from St. Norbert College.
Senior Advisor, Financial Services
Jeff Margolis combines a 25-year asset management distribution & business development executive career with 10 years as an independent consultant/advisor. Currently, Jeff consults across the asset management industry assisting firms in evaluating their growth potential and expansion opportunities, improving their abilities to position products, and closing business. Prior to launching his consulting business, Jeff spent nearly five years at TIAA-CREF Asset Management, leading the business development function. As Senior Managing Director, Jeff built the firm’s effort to offer its asset management capabilities to other organizations. Before joining TIAA-CREF, Jeff ran several businesses for Morgan Stanley Investment Management, ultimately becoming the Global Head of the Institutional Business. Over a 9-year period, Jeff built a business to sell Morgan Stanley’s asset management expertise to the insurance industry (including cloning a series of MSIM funds into insurance-dedicated funds); ran all intermediary distribution businesses; and ran the North American institutional business, which eventually expanded into global responsibilities. Jeff developed his expertise to build and run an insurance asset management effort during his 11-year stint at Continental Asset Management, ultimately becoming Chief Operating Officer. After building the sales and marketing function, Jeff became COO, with responsibility for all functions other than portfolio management. Prior to entering the asset management business, Jeff spent three years at Arthur Young & Company in both the audit and tax departments. In the past several years, Jeff has also advised several start-up companies across various industries. Jeff enjoys philanthropic work, principally for Bound for College, supporting underserved students in their efforts to gain acceptance into college. Jeff graduated with a Bachelor’s degree in Economics from Cornell University and an MBA from Cornell’s Johnson School, and has earned both CFA and CPA designations.
Managing Director, Payments & Financial Technology
Adrian serves as Managing Director, overseeing the Financial Technology vertical. Adrian has over 35 years of business and leadership experience with 24 years at HSBC managing multiple lines of business in the consumer finance and retail banking sector. His experience spans credit card, debit/prepaid card, small business lending, payments and risk. He was commissioned an armor officer in the U.S. Army and spent almost ten years on active duty and a further thirteen years in the Army Reserve until he retired as a Major in 2003. His service included participation in Desert Shield/Desert Storm, Operation Enduring Freedom and the Global War on Terrorism. He currently serves in an advisory role to Carneros Bay Capital as the Head of Strategic Partnerships and to Meed as the Head of Risk & Strategy. In addition, he is an advisor to the Board of the Stellar Development Foundation a not for profit cryptocurrency network. He is also a Venture Fellow for Triphammer Ventures part of the Alumni Ventures Group. He is graduate of the University of California, Davis with an MBA from the Johnson Graduate School of Management at Cornell University. He also holds a Masters in Soviet and East European Studies from Carleton University and is a graduate of Marion Military Institute. He maintains a Series 65 securities license.
Kristina (Kris) McDonough
Managing Director, Purpose Driven & Women-Led Businesses
Kris serves as Managing Director with Charles Towne Holdings focusing on purpose-driven and women-led businesses. She is a 30+ year veteran of the financial services industry with extensive experience in the capital markets, investment banking, capital raising, and asset management. Over her career, Kris has raised over $8 billion in equity and investment-related capital and has been involved in over $2 billion in debt-related transactions. Her experience spans both the public and private markets, as well as a broad diversity of U.S. and international investors. Over the past six years, Kris has provided financial advisory services to mature and emerging companies in the restaurant industry including capital plans, M&A, debt raises, re-capitalizations and growth capital through her role as Managing Director of Capital Growth Advisors, LLC. She has also worked with several early-stage companies in the consumer, health & wellness, health tech, and ag-tech industries where she has advised on strategy, strategic partnerships and funding. Earlier in her career, Kris was instrumental in the successful buildout of six multi-billion-dollar investment platforms, holding senior executive positions within the Alternative Investment Divisions of Bank of America, US Trust, HypoVereinsbank, Credit Suisse, DLJ, and Lipper & Company. She was responsible for global product and solutions, distribution/sales, and client administration, serving a diverse set of both institutional and high net worth investors. Kris is an active student of sustainability and regenerative economics and supports a variety of entrepreneurs focused on health, wellness, and sustainability through consulting and business advisory. She serves as on the Advisory Board of Impact Entrepreneur, a global network of impact investors and entrepreneurs, and she has been a participant in the global think tank, Google Innovation Food Lab, a collaborative network focused on the Future of Food. Kris is a graduate of Lake Forest College and received her MBA from the University of Chicago’s Graduate School of Business.
Managing Director, M&A and Business Services
Jim is a Managing Director and leads the firm’s Mergers & Acquisitions efforts as well as the Business Services vertical. Jim has 20 years of corporate finance experience advising middle market companies and private equity groups, including broad experience in M&A and private equity and debt placements. His M&A transactions span business & technology services, healthcare, energy, and specialty manufacturing. His clients have included Fortune 500 companies, private companies, and private equity funds. Most recently, McGrath was a managing director and led the investment banking group at Keiter Advisors. Previously, Jim held senior positions with KPMG Corporate Finance and with Ewing Bemiss & Co. He also has a J.D. and was a corporate/M&A lawyer at Hogan Lovells, a global law firm, before beginning his corporate finance career.
Monique Mugnier serves as a Director at Charles Towne Holdings, LLC. She has worked in the financial research industry for over 12 years serving hundreds of hedge funds, private equity, family offices and venture capital firms around the globe in their due diligence efforts. In her research, she has worked across many sectors including healthcare & biotechnology; consumer retail; ports, infrastructure & shipping; TMT; waste management and others. She obtained her Masters Degree from Columbia University in 2007 and subsequently completed a fellowship through the Council of Women World Leaders at the F.W. de Klerk Foundation in Cape Town, South Africa. She has written freelance for The New York Times, Time Magazine and Newsweek International. Monique’s training in market research and investigative journalism has been an invaluable resource to Charles Towne clients in identifying and reaching ideal capital partners, strategic advisory and overall business development. After spending 14 years in the New York tri-state area, Monique relocated to Charleston, SC when she now lives with her two daughters.
Dr. Rom Papadopoulous
Managing Director, Healthcare
Rom serves as a Managing Director, overseeing the Healthcare vertical. Rom has 25+ years of investment/merchant banking and private equity investment experience, along with several senior executive operational roles. While serving as the Managing Partner of Intuitus Group, his role included capital raising with a corresponding deal size of between $25 million – $50 million and buy/sell-side M&A transactions with transaction valuations of $250 million and below. Rom maintains excellent contacts within the hedge fund, private equity, venture capital and financial communities as well as the chemical, energy and pharmaceutical/biotech industries and has been involved in over $5 billion of total transactions. Rom has a proven, extensive track record in business start-ups, capital raising activities, patent and intellectual property protection and strategies, business development and expansion, licensing, mergers and acquisitions, strategic planning, marketing and operations. Most recently, he was the CFO and COO of Global Energy Holdings Group (AMEX: GNH), a renewable energy company. Prior to that, he was Managing Director of Jacoby Group, a diversified Real Estate Investment Group with over $500 million of investment capital and $10 Billion of Assets Under Management. Prior to that, Rom was a Managing Director of Caymus Partners, a middle market boutique investment bank. He currently sits on the board of directors of three companies in the medical device and retail industries.
Craighill serves as a Managing Director, focusing on the distribution of the firm’s equity and debt placements. Prior to Charles Towne, Craighill established Seaport Global's Equity Capital Markets group and ran that for 6 years. Prior to Seaport, he was the co-founder of Redwine & Company, Inc., a boutique investment bank in Charlotte, NC that participated in over 250 equity transactions over a 16 year period. He was head of banking, execution and distribution for Redwine. Prior to founding Redwine, he was an equity salesman at Donaldson, Lufkin & Jenrette in NYC. Craighill is a graduate of the University of North Carolina at Chapel Hill.
CMO, Charles Towne Holdings, LLC
Steve serves as the Chief Marketing Officer for Charles Towne Holdings, LLC. In addition, he also part of the Advisory Services team, providing outsourced CMO and Business Development services to our clients. Prior to joining Charles Towne, Steve founded Iconic Sports & Entertainment to coalesce his entrepreneurial interests with experience and expertise in sports marketing, partnership development, and integrated event management. While at Iconic, Steve provided professional advisory services to a diverse group of clients, while pioneering several highly acclaimed live events and award-winning branded entertainment platforms, including Last Fan Standing hosted by Bruce Campbell, The Armed Forces Trivia Quest (Staged in Partnership with The Department of Defense), and The Celebrity Bocce Challenge. Prior to Iconic, Steve was part of the Executive Team at The Cliffs Communities, leading brand development and strategic partnership initiatives. Charged with increasing consumer engagement for The Cliffs Communities properties, Steve successfully developed strategies and led multiple programs to drive and increase luxury real estate sales revenues while managing all PGA/LPGA TOUR player endorsement engagements; leading activation of Tiger Woods Design & Gary Player Group partnerships, oversight and of development of an on-site Nike Golf 360 Learning Center; the creation and management of a comprehensive Property Owner Referral Program. Prior to The Cliffs, Steve served as Director of Sports Marketing at Golf Channel where he was responsible for the development, sales, and management of all “owned and operated events” and partnership activation solutions for the Network. In this role, Steve successfully built and led an in-house event management group that generated annual revenues in excess of $8 million, including the award-winning Drive, Chip & Putt Jr. Golf Skills Competition.
Managing Director, Restaurants/Multi-Unit Businesses
Reid serves as a Managing Director, overseeing the Restaurant and Multi-Unit Verticals. Previously, Reid was President and CEO as well as a co-founder of Capital Growth Advisors, LLC (CapGrow). CapGrow was a boutique advisory firm focused exclusively on the restaurant industry. With more than 30 years of finance, loan origination, M&A and advisory experience, he has focused exclusively on the franchise and chain restaurant industry since 1986. Prior to launching CapGrow in 2002, Reid held several positions with Captec Financial Group, Inc., including Senior Vice President, Sales and Marketing, member of the Board of Directors of Captec Net Lease Realty, Inc. – a publicly traded Real Estate Investment Trust (REIT); and President and co-founder of Captec Strategic Advisors, LLC. Reid was instrumental in growing Captec from a small equipment financing and leasing company to one of the largest financing firms in the franchise and chain restaurant industry. The REIT was acquired by a larger publicly-traded REIT in late 2000, and Reid departed Captec in 2002 to start CapGrow. Reid also held several positions at Franchise Finance Corporation of America (later acquired by GE Capital), including Vice President, Acquisitions. In that capacity, he directed the real estate marketing and closing activities of FFCA and was responsible for the acquisition of over $500 million of net-leased restaurant properties. This financing activity helped the company achieve its initial public offering in 1994. Reid has successfully concluded more than $2 billion in multi-unit restaurant transactions.
Managing Director, Debt Capital Markets
Neal serves as Managing Director of Debt Capital Markets. He has spent virtually his entire his 30-plus year career in the banking and financial services industry, primarily focused on the structuring and distribution of middle market leveraged financings. Neal has held senior leadership positions at Societe Generale, IXIS Capital Markets and GE Capital Markets and played an integral part in the growth of the leveraged finance platforms at those institutions. He has extensive relationships with the banking and institutional investor communities as well as with private equity firms focused on middle market companies. Over the course of his career, Neal has personally been involved in the distribution of financings well in excess of $15 Billion across a wide range of industries. Neal received a BA in Economics from the University of Michigan and an MBA in Finance from the New York University Leonard N. Stern School of Business. He currently holds Series 24, 7 and 63 securities licenses.
Managing Director, Sports, Media & Entertainment
Bill serves as Managing Director, overseeing Sports, Media and Entertainment verticals. Previously Bill founded Austin-based Capital Sports & Entertainment (CSE), a sports marketing and management company, in 1998, and co-founded the subsequent launches of successful enterprises such as the Austin City Limits Music Festival (2002), Lollapalooza (2005), and C3 Presents (2008). After a series of private equity transactions, Live Nation purchased C3 Presents in 2016. Bill’s work at CSE as Lance Armstrong’s long-time agent included numerous Fortune 500 endorsement deals and advertising campaigns with companies such as Nike, Visa and Coca Cola, as well as two New York Times best-selling books. Bill was one of the founding architects of the commercialization of the Livestrong brand, bringing more than $200 million to the Livestrong Foundation through his brand management and licensing negotiations. Bill also served as the CEO of Tailwind Sports, managing an American and European staff of more than 60 people. At Tailwind, he led the effort to secure sponsorship of more than $25mm annually for the Discovery Channel and RadioShack professional cycling teams. Bill is currently a non-operating partner and board member at New Waterloo, a hospitality management and development company based in Austin, Texas. New Waterloo operates award-winning hotels and restaurants such as the South Congress Hotel, Hotel Ella, La Condesa, and Sway (newwaterloo.com). Formerly as a founder and partner, Bill was primarily responsible for business development and for raising capital for New Waterloo’s various projects. Bill was a member of the 1988 United States Olympic Swimming Team (200 IM) and served later as the Chairman of the USOC’s Athlete’s Advisory Council and as a USOC Vice President. He currently serves on the Boards of Directors for technology startup Rallyhood, concert venue Stubb’s, and Washington DC-based Athletes for Hope. He holds a BA, MBA and JD all from the University of Texas. Bill currently lives in Austin, Texas, and is married with four children
Director, Business Development
Eric serves as a Director, overseeing Business Development. Eric also serves as the Director of VentureSouth Charleston, an angel investing group focused on early-stage, high-growth ventures in the Southeast. The founder of Death Valley Ventures (DVV), Eric previously ran his own private equity search process to purchase the folding kayak company, Folbot. He also started GameDayBlazers.com under DVV for well-dressed college sports fans. His background is in operations and financial consulting for businesses large and small. Eric received his Bachelors in Mechanical Engineering from Clemson University and his MBA from the Darden School at the University of Virginia. He is the past president of the UVA Club of the Lowcountry and on the board of the Charleston County Clemson Club. He is also a partner in Social Venture Partners, a member of the Charleston Shared Future Project, a mentor with SCORE and a founding member of Charleston Coalition for Kids. Eric and his wife, Eloise, live in Charleston, SC with their two daughters, Anna and Landon.
Managing Director, Business Development
Robert Taylor serves as a Managing Director, focusing on business development and private placement distribution across the multiple industry verticals covered at Charles Towne Holdings. Robert has spent the majority of his 15-year career within the finance sector, having served in multiple capacities across securities trading, investment banking and private equity with such firms as JPMorganChase, Wells Fargo Securities and Bayview Asset Management. In 2017, he founded Bray Ventures to support small to lower-middle market companies with implementation of strategic, operational and capital efficiencies within their existing business models. Robert’s primary focus is on structuring private placement securities offerings with coverage spanning various industry sectors such as financial technology, healthcare technology, real estate and consumer products. Robert holds a Master of Business Administration from Wake Forest University and a Bachelor of Arts in Journalism/Mass Communication from the University of North Carolina at Chapel Hill. He maintains a FINRA Series 7 securities license.
Managing Director, Head of Business Development
Scott serves as a Managing Director and Head of Business Development. He has been working with institutional and private investors for over 25 years and is Series 7 & Series 63 licensed. Prior to joining Charles Towne, Scott was at global banks MUFG, UBS and Morgan Stanley in senior asset management and business development roles. At Charles Towne, he works with sector heads across the firm to bring fresh thought and tailored solutions to our clients. Scott resides in Dallas, Texas with his wife and two children.
Managing Director, Advisory Services
Frank serves as a Managing Director in the Advisory Services Group, with a focus on private debt structuring and placement, distressed asset management and strategic advisory services. Previously he was the founder of Crescent Capital Partners, a financial consulting firm, focusing on distressed debt resolution, financial engineering, restructuring, capital formation of both debt and equity, and providing strategic advice. Mr. Wrenn has over 30 years of banking and capital markets experience. Prior to founding his consulting business, he was Senior Vice President and Director of Corporate Investment Banking with both First Union and SunTrust where he held FINRA Series 7, 63, and 66 licenses. He is a graduate of Southern Methodist University, the UNC Keenan Flagler Business School executive program, and Stonier Graduate School of Banking.