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Our Team

Each member of Advantary's team brings decades of successful investing and operating experience in their respective fields and collectively bring a winning track record across industries.  

Let us bring our success to your company either as investors or independent advisors.

Partners

Stephen Kuhn

Stephen Kuhn

MANAGING PARTNER

Jay Conn

Jay Conn

PARTNER
CLIENT & PORTFOLIO DEVELOPMENT

Jamie Daul

Jamie Daul

PARTNER
DEBT PLACEMENT

Donna Hamlin

Donna Hamlin

PRACTICE LEAD
BOARD GOVERNANCE

Marcelo Labre, Ph.D.

Marcelo Labre, Ph.D.

PRACTICE LEAD
IMPACT INVESTING

Joe C. Lopez

Joe C. Lopez

PARTNER

Pinakin Sheth

Pinakin Sheth

PRACTICE LEAD
CFO ADVISORY

Richard Swift

Richard Swift

PARTNER
SERVICE SALES

Michael Yowakim

Michael Yowakim

PARTNER
DUE DILIGENCE & ANALYSIS

Val Arroyo

Val Arroyo

PARTNER
DEAL OPERATIONS

Alexandra Dantzig

Alexandra Dantzig

PARTNER
SYNDICATION

Ethan Doyle

Ethan Doyle

PARTNER
SYNDICATION

Gadareth Higgs

Gadareth Higgs

PARTNER
DUE DILIGENCE & ANALYSIS

Robert Lee

Robert Lee

PARTNER
CLIENT & PORTFOLIO DEVELOPMENT

Jacob Rayyan

Jacob Rayyan

PARTNER
ANALYST & DILIGENCE

Josh Steinberg

Josh Steinberg

PARTNER
SYNDICATION

Adam Tucker

Adam Tucker

PARTNER
EXECUTIVE CAPITAL

Bobby Bray

Bobby Bray

PARTNER
SYNDICATION

Remington Dare

Remington Dare

PARTNER
DUE DILIGENCE & ANALYSIS

Samrat Ganguly

Samrat Ganguly

PARTNER

Tim Kapp

Tim Kapp

PRACTICE LEAD
AI AND DIGITAL DISRUPTION

Olivier Leray

Olivier Leray

PARTNER
DEBT PLACEMENT

Adam Savage

Adam Savage

PARTNER
CLIENT & PORTFOLIO DEVELOPMENT

Steven Stupp

Steven Stupp

PRACTICE LEAD
INTELLECTUAL PROPERTY

Jack Warnock

Jack Warnock

PARTNER
DUE DILIGENCE & ANALYSIS

Advisors

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Nigel Burns

ADVISOR
REVENUE OPERATIONS

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Scott Harrington

ADVISOR
OPERATIONS

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Albert Lim

ADVISOR
SYNDICATION

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Warren Robinson

SENIOR
ASSOCIATE

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Po Chi Wu

ADVISOR
STRATEGY

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Scott Clark

ADVISOR
DEBT PLACEMENT

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Baris Karadogan

ADVISOR
STRATEGY & OPERATIONS

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Bala Padmakumar

ADVISOR
STRATEGY & OPERATIONS

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Bryan Rutberg

ADVISOR
MARKETING

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Robert Escobar

ADVISOR
SUPPLY CHAIN

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Rix Kramlich

ADVISOR
STRATEGY & OPERATIONS

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Joseph Panetta

ADVISOR
MARKETING

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Kristin Speer

ADVISOR
EXECUTIVE CAPITAL

Support

Naiidi Felix

Executive Assistant

Sarah Gonzales

EXECUTIVE ASSISTANT

Andrea Aguhar

EXECUTIVE ASSISTANT

Alex Lao

DATA SPECIALIST

Angela Olmanson

DIRECTOR OF OPERATIONS

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Advantary, Advantary Capital Partners, Advantary Services Group, and the Advantary logos are trademarks Advantary LLC. Copyright © 2017-2025. All rights reserved. The names and logos of other companies are the respective property of those companies. Advantary claims no rights related, nor does this imply that those companies endorse Advantary. Advantary is not a FINRA Broker/Dealer and does not act in that capacity.

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