ROVIN CAPITAL - Key Persons
Aaron Lannon is a graduate of Arizona State University with a Bachelor's Degree in Business Administration. Aaron first joined the financial industry in 2006 as a Financial Advisor with MetLife. After several years of learning the financial and insurance industry, Aaron decided to focus on corporate 401(k) and non-profit/school 403(b) retirement plans along with assisting in participant financial education. Aaron's expertise is in working with small businesses to design and service their retirement plans.
Job Titles:
- Advisor
- Associate Financial Advisor / Professional Bio
Alec Blomquist is a graduate of Brigham Young University with a B.S. in Economics. Prior to joining Rovin Capital in 2020, Alec did inside and outside sales for 4 years.
As the Associate Client Services Advisor, Alec works as an advisor and assists in the client experience.
Job Titles:
- Chief Investment Officer / Professional Bio
Chris Heyman is a graduate of Brigham Young University with a B.S. in Business Management with an emphasis in Finance. As part of Chris's continued education, he earned the Chartered Financial Analyst (CFA®) designation. He entered the financial industry in 2006 with William Wright Associates. He then moved over to Accuvest Global Advisors in 2008 until joining the Rovin team in 2022. He has been a Portfolio Manager as well as Director of Trading and Operations. As CIO, Chris oversees the investment strategies, market research, and portfolio implementation for Rovin clients.
Job Titles:
- President Portfolio Management / Professional Bio
By trade, Dave is an engineer, holding a Bachelor of Science in Electrical Engineering from the prestigious Lehigh University in Pennsylvania. Upon merging his firm, Midas Financial, with Rovin Capital ("Rovin") in 2021, David Dietz took on his current position as President of Portfolio Management at Rovin. Prior to building Midas Financial, Dave spent over 30 years of working for Fortune 500 companies in various leadership positions as an operations expert specializing in lean production and manufacturing. This "Main Street" background gives him a unique perspective and understanding of the issues facing clients who are in or come from s corporate background. As an avid investor since 1985, options strategy specialist, manager of various extended family member investment assets, and graduate of NYU's prestigious Certified Financial Planning curriculum, Dave has the "Wall Street" knowledge to excel in portfolio management.
Job Titles:
- Vice President, Rovin Ventures / Professional Bio
David earned his Bachelor of Science in Finance from the David Eccles School of Business at the University of Utah where he was on the Dean's list for four straight years. David also earned a Masters of Science in Finance from the David Eccles School of Business at the University of Utah. As a Student-Athlete David earned PAC 12 All-Academic First Team Honors as a Sophomore, Junior and Senior. David is an extremely talented analyst with a keen intellect for sourcing, structuring, funding and managing the portfolio companies for Private Equity firms.
Prior to his current role at Rovin Capital, David was the Vice President, Financial Analyst at Black Oak Capital in Salt Lake City, Utah.
David Fraser is a native of Highlands Ranch, CO, and made his way to Utah as a member of the University of Utah Men's Swim team where he competed in Freestyle, Butterfly, Backstroke, and as a member of the multiple relay teams. As a Senior, David was voted captain of the team. David is always the sharpest dressed person in the room, but when he's not at work he loves being outdoors with his fiancé and their dog, Bobby.
Diane E. Collins is a graduate of Notre Dame HS in Riverside, CA. Prior to joining Rovin Capital Diane spent 20 years in business administration and client services. Diane entered the financial industry in 2014. As the CCO² Diane oversees the client experience and compliance.
Diane is a certified event planner, has served on numerous non-profit councils, and coordinated several successful fundraising events. She has a passion for service and has volunteered in various ministry leadership roles. She currently sponsors 3 children in Africa and India through a humanitarian aid organization. She and her husband own and operate Broken Pig Ranch, which includes their 2 potbellied pigs and 3 dogs, all rescues.
Heidi earned her Bachelor of Science in Accounting from the David Eccles School of Business at the University of Utah. With over 20 years of experience as a CFO, both domestically and internationally, Heidi is a treasure trove of financial administration knowledge. Aside from overseeing the financial operations of Rovin Capital, Heidi has proven to be an irreplaceable asset on the Venture Team as she guides our portfolio companies in implementing financial operations, strategies and controls that will not only allow them to succeed in their respective missions but also prepare them for their eventual acquisition.
Prior to her current role at Rovin Capital, Heidi was the Vice President of Finance at Black Oak Capital in Salt Lake City, Utah; Chief Financial Officer at Lizard Skins (and related companies) in American Fork, Utah; Chief Financial Officer at Lashbrook in Draper, Utah; Chief Financial Officer at Gold Tip LLC where she prepared the company for acquisition by Vista Outdoor Inc who retained Heidi as Senior Finance Manager, Audit Senior at Squire Accounting in Orem, Utah; Chief Financial Officer at Holmes Homes in Sandy, Utah. Heidi is a member of the Utah Valley University Department of Accounting Advisory Board, Association for Corporate Growth, Financial Executives International, Utah Association of CPAs and American Institute of CPAs and AICPA Chartered Global Management Accountants.
K. Eric Pierce is a graduate of Brigham Young University with a B.S. in Business Management and has earned a designation as a Chartered Financial Consultant (ChFC®). Eric joined the financial industry in 2005 as a broker with Edward Jones. In 2006 Eric joined Morgan Stanley as an advisor. After a 2 year service mission Eric rejoined Morgan Stanley in 2009 and was subsequently hired away by Goldman Sachs in 2010 where he managed hedge fund client relationships and assisted with prime brokerage trading.
As COO, Eric oversees operations as well as the client experience and planning process.
Eric is a native of Pleasant Grove, UT, is married, and has two daughters. He grew up in the mountains hiking, skiing, biking, camping, and working on his father's and uncles' farms in the spring and summer.
Markell A. Staffieri is a graduate from Brigham Young University with a B.A. in English. Markell joined the financial industry in 2008 and has earned designations as a: Certified Wealth Strategist (CWS®) and Chartered Financial Consultant (ChFC®). As President, Markell oversees all Advisory and Client Services at Rovin Capital, including corporate retirement plans.
Michael A. Staffieri is a graduate of Brigham Young University with a B.S. in History. Michael also received two master degrees: one from Cal State Fullerton in Public Administration and another from the American College (Bryn Mar, PA) in Finance. Michael has been in the financial industry since 1978 and has earned designations as a: Registered Financial Planner (RFP®), Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP®). As Chairman, Michael lends his 40 plus years of experience to the leadership of Rovin Capital.
Job Titles:
- Associate Advisor / Professional Bio
Scott graduated from Brigham Young University-Idaho with a B.S. in Business Finance and a minor in Financial Planning. He holds the Series 65 license.
For four summers while attending university, Scott worked in door-to-door sales. During three of those summers, he worked as a team lead and helped others to reach their goals by emphasizing hard work and the importance of being genuine.
Throughout his schooling and work experience, he has realized the importance of investing and financial planning. That realization motivated him to provide this service for his clients, enabling them to have meaningful life experiences.
Job Titles:
- Director, Rovin Ventures / Professional Bio
- Resident of Provo
Steve earned his Bachelor of Science Magna Cum Laude in Psychology from Brigham Young University, and his Master of Organizational Behavior from the Marriott School of Management at Brigham Young University. He also holds a Six Sigma Black Belt Certification and has more than 25 years of experience in organizational development, strategic change management, executive coaching, and process re-engineering within the high technology and direct to consumer product sectors, working with clients such as Applied Materials Inc. and Intel Corporation. As the Director of Rovin Capital's Venture division, Steve will have responsibility for managing all activities related to the company's alternative investment strategy, as well as working with portfolio company executives to help them build and scale their businesses, develop strategies, and solve complex operational and customer experience problems.
Prior to his current role at Rovin Capital, Steve was the Director of Operations for Black Oak Capital, a Private Equity firm based in Salt Lake City, Utah. He also has multiple years of experience serving on nonprofit boards such as the Utah Valley Entrepreneurial Forum and Utah Valley Chamber boards.
Steve is a resident of Provo, Utah, is married to his college sweetheart Kimberly, and has three grown children. He was born at the birth-place of golf - St. Andrews, and raised in a small town on the west coast of Scotland enjoying the outdoors and ever present moisture! Steve volunteered as an LDS missionary, serving two years in Los Angeles, California.
Job Titles:
- Client Service Associate / Professional Bio
Vanessa comes to Rovin Capital from the banking industry where she was involved with customer service, bank practices and business lending. Vanessa is fluent in Spanish.