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experienced leaders

Our female partners have over 50 years of combined experience in leadership, financial, and investment expertise. They have a proven track record of success in achieving their financial goals.

Investment Committee

Investment Committee

Fran Maier

CFO

Fractional CFO

Marcella McColl

Analyst

Analyst

Nicole Vasquez

Advisor

Investor Relations Advisor

Cindy Worthington

Event Coordinator & Community Manager

Operations

Nydia Manos

Advisor

Limited Partner Advisory Council

Nicole White

Brand/Marketing Advisor

Brand/Marketing Advisor

Julie Candelon

Founder & CEO

Managing Partner

Julie Castro Abrams

Advisor

Deal Team

Nancy Hayes

Advisor

Advisor, M&A Investment Committee

Karen Pajarillo

Data & Systems Coordinator

Operations

Lupe Augier

Advisor

Limited Partner Advisory Council

Christina Bui

Investor Relations Associate

Operations

Liz Mabey

Advisor

Deal Team

Carmen Palafox

Advisor

Deal Team & Limited Partner Advisory Council

Lata Setty

Director of Marketing

Operations

Susan Schroeder

Advisor

Investment Committee

Caroline Moon

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