COMPASS DIVERSIFIED - Key Persons
Job Titles:
- Director of Communications
- Member of the Senior Leadership Team
Job Titles:
- Director
- Member of the Compensation Committee
- Member of the Nominating & Corporate Governance Committee
- Managing Partner of RAJ Capital Management
Alexander S. Bhathal has served as a director of the Company since January 2022. Mr. Bhathal is the Managing Partner of RAJ Capital Management, Senior Operating Partner for Rx3 Growth Partners, a consumer growth fund, and a co-owner and Executive Director of Sacramento Basketball Holdings, which owns, among other things, the Sacramento Kings franchise of the National Basketball Association. Previously, Mr. Bhathal served as the chief executive officer of RAJ Swim, a designer, manufacturer, and marketer of and private label swimwear under nationally recognized brands. Mr. Bhathal currently serves as executive chairman of Revitate, a diversified investment management platform he founded to support strategies in real estate, sports, and consumer brands that seek to deliver positive economic and social impact. He also serves as a director for Raj Capital Management and its affiliates, Mark IV Capital and Aspyr Holdings (Orange Theory Fitness franchises). Mr. Bhathal is a member of YPO and earned his B.A. from the University of California Los Angeles, M.B.A from the USC Marshall School of Business at the University of Southern California and is completing the Presidents Program in Leadership at Harvard Business School.
Member of the Compensation Committee
Member of the Nominating & Corporate Governance Committee
Job Titles:
- Member of the Senior Leadership Team
- ESG Analyst
As ESG Analyst, Alice supports the company's ESG initiatives, reporting and strategy.
Prior to joining CODI in 2022, Alice was in the investor relations team at OpenText focused on ESG.
Alice is a graduate of University of California, Berkeley.
Job Titles:
- Senior Director of Internal Audit & SOX
As Senior Director of Internal Audit & SOX, Ami is responsible for coordination and execution of Sarbanes-Oxley compliance and for other internal audit projects pertaining to financial, IT & operational processes. She also supervises a team of internal auditors and consultants.
Prior to joining CODI in 2011, Ami was with Kieckhafer, Schiffer & Company LLP.
Ami is a graduate of the California State University, Fullerton.
Job Titles:
- Member of the Senior Leadership Team
- Manager - Internal Audit
As Manager - Internal Audit, Barbara is responsible for performing risk assessments, SOX audits, and all other aspects of internal audit engagements.
Prior to joining CODI in 2019, Barbara was with Whiting Petroleum Corporation, PricewaterhouseCoopers LLP, and EY LLP.
Barbara is a graduate of Makerere University Kampala.
Job Titles:
- Internal Auditor
- Member of the Senior Leadership Team
- Office Manager
As Office Manager, Bridgette is responsible for the day-to-day operations of the East Coast office. As an Internal Auditor, Bridgette collects, analyzes and examines portfolio records to ensure SOX compliance.
Prior to The Compass Group, Ms. Clark-Johnson was with Tridex CPrior to joining CODI in 2001, Bridgette was with Tridex Corporation.
Bridgette is a graduate of the University of New Haven.
Job Titles:
- Member of the Senior Leadership Team
- Director of Events & Culture
Sitting on both the ESG and Administrative teams, as Director of Events & Culture, Cara is responsible for developing internal social programs and managing the delivery of company events that stimulate and enhance Compass culture.
Prior to joining CODI in 2019, Cara was with Speech and Language Development Center.
Cara is a graduate of Purdue University Global.
Carrie Ryan - Chief Compliance Officer, Chief Legal Officer, Secretary
Job Titles:
- Chief Compliance Officer
- Corporate Secretary
- General Counsel
- Member of the Senior Leadership Team
- Member of the ESG Committee
Carrie is responsible for the oversight of the firm's legal matters, including all regulatory and compliance programs. She provides support to the CFO and his staff with respect to the firm's periodic reporting and other obligations as a publicly traded entity. She also provides legal M&A support to the Investment Team.
Prior to joining CODI in 2006, Carrie was with Patton Boggs LP.
Carrie is a graduate of the University of Kentucky and Loyola University of Chicago School of Law.
Job Titles:
- Executive Assistant
- Member of the Senior Leadership Team
As Executive Assistant, Colleen is responsible for providing administrative support to the CEO and COO.
Prior to joining CODI, Colleen was with the Anaheim Ducks of the National Hockey League.
Colleen is a graduate of the University of California, Los Angeles and the University of San Francisco.
Job Titles:
- Associate
- Member of the Senior Leadership Team
Job Titles:
- Chief Executive Officer
- Member of the Senior Leadership Team
- Partner
- Firm Co - Founder
- Partner & Chief Executive Officer, CODI
As one of the founding partners of Compass Diversified in 1998, Mr. Sabo is charged with guiding the company's strategic growth. He is a member of the Investment Committee and plays a critical role in identifying and evaluating transaction opportunities applying the investment principles established by the company. Currently, Mr. Sabo is the Chief Executive Officer of Compass Diversified (NYSE: CODI) and a member of its Board of Directors. Mr. Sabo directs the financing activities of the company. Mr. Sabo also serves as a director for several of CODI's current subsidiaries, including Arnold Magnetic Technologies Corporation, and Advanced Circuits, Inc., for which he also serves as Chairman of the Board. He previously served as the Chairman of Fox Factory Holding Corp. (NASDAQ: FOXF), a former CODI subsidiary. Prior to Compass Diversified, Mr. Sabo was with CIBC Oppenheimer, Boundary Partners and Colony Capital. He is a graduate of Rensselaer Polytechnic Institute.
Job Titles:
- Member of the Senior Leadership Team
- Senior Vice President, Internal Audit
As Senior Vice President in Internal Audit, Gabe is responsible for planning and executing financial, operational, and compliance audits to evaluate internal controls, adherence to company policies and procedures, and compliance with legal and regulatory standards including the Sarbanes-Oxley act. Gabe oversees all aspects of internal audit (IA) and IT projects.
Prior to joining CODI in 2008, Gabe was with Cohn Reznick, Youth Consultation Services, and Ehrenkrantz & Company CPA's.
Gabe is a graduate of the University of Hartford and a New Jersey CPA.
Job Titles:
- Chairman of the Nominating & Corporate Governance Committee
- Director
- Member of the Compensation Committee
Gordon M. Burns has served as a director of the Company since May 2008. Mr. Burns has been a private investor since 1998. Previously, he was responsible for investment banking at UBS Securities and before that was a managing director at Salomon Brothers Inc. Mr. Burns served on the board of directors of Aztar Corporation (NYSE:AZR) from 1998 to 2007. Mr. Burns is a graduate of Yale University and the Harvard Business School.
Member of the Compensation Committee
Chair of the Nominating & Corporate Governance Committee
Job Titles:
- Chairman of the Compensation Committee
- Director
- Member of the Audit Committee
- President and Chief Executive Officer of Limoneira Company
Harold S. Edwards has served as a director of the Company since April 2006. Mr. Edwards has been the president and chief executive officer of Limoneira Company (NASDAQ:LMNR) since November 2003. Previously, Mr. Edwards was the president of Puritan Medical Products, a division of Airgas Inc. Prior to that, Mr. Edwards held management positions with Fisher Scientific International, Inc., Cargill, Inc., Agribrands International and the Ralston Purina Company. Mr. Edwards is currently a member of the board of directors of Limoneira Company. He served as a director of Calavo Growers, Inc. (NASDAQ:CVGW) from 2005 to 2022 and Inventure Foods, Inc. (NASDAQ:SNAK) from 2014 to 2017. Mr. Edwards is a graduate of Lewis and Clark College and The Thunderbird School of Global Management at Arizona State University.
Member of the Audit Committee
Chair of the Compensation Committee
Job Titles:
- Member of the Senior Leadership Team
- Senior Vice President of Taxes
As Senior Vice President of Taxes, Jim is responsible for overseeing all tax functions and activities for the portfolio companies as well as for CODI.
Prior to joining CODI in 2006, Jim was with Star Gas Partners and Dorr-Oliver.
Jim is a graduate of Quinnipiac College and the University of New Haven.
Job Titles:
- Director
- Member of the Audit Committee
- Member of the Nominating & Corporate Governance Committee
James J. Bottiglieri has served as a director of the Company since December 2005. Mr. Bottiglieri was the Company's chief financial officer and an executive vice president of the Company's Manager from 2005 to 2013. Previously, Mr. Bottiglieri was the senior vice president and controller of WebMD Health Corp. Prior to that, Mr. Bottiglieri was with Star Gas Corporation and a predecessor firm to KPMG LLP. Mr. Bottiglieri also serves on the board of directors of Horizon Technology Finance Corporation (NASDAQ: HRZN). Mr. Bottiglieri is a graduate of Pace University.
Member of the Audit Committee
Member of the Nominating & Corporate Governance Committee
Job Titles:
- Member of the Senior Leadership Team
- Vice President of Finance
As Vice President of Finance, Jen is responsible for providing the internal finance department assistance with accounting, taxation and banking functions.
Prior to joining CODI in 2016, Jen was with Arrowhead Investment Management LLC and Goldman Sachs.
Job Titles:
- Member of the Senior Leadership Team
- Counsel & Assistant Chief Compliance Officer
Jill assists with regulatory and compliance matters. Her primary focus is supporting the CCO with respect to the firm's registered investment advisor compliance programs. She also provides legal support to the Investment Team and portfolio companies including contract review and employment matters.
Prior to joining CODI in 2013, Jill was with Ritter & Randolph, LLP.
Jill is a graduate of the University of Kentucky and Northern Kentucky University, Salmon P. Chase College of Law.
As Executive Assistant, Jonlynn is responsible for providing administrative support to the CFO and East Coast Investment Team.
Prior to joining CODI in 2006, Jonlynn was with Cendant Mobility and Connecticut Health Enterprises.
Job Titles:
- Member of the Senior Leadership Team
- Director of People & Culture
Kaajal is the Director of People & Culture.
In this role, Kaajal is responsible for the development and implementation of HR strategies, policies, and programs that align with the firm's goals, values, and culture.
Prior to joining CODI in 2023, Kaajal was working in Human Resources in the medical device industry.
Kaajal is a graduate of Chapman University and is an EMBA candidate at the University of Michigan Ross.
Job Titles:
- Head of Business Development
- Managing Director
- Member of the Senior Leadership Team
Job Titles:
- Head of Business Development
- Head of Business Development, at
Katie Melzer, Head of Business Development, at katie@compassdiversified.com, or call 949-333-5033.
Katie is a graduate of the University of Michigan and UCLA Anderson School of Management.
Job Titles:
- Member of the Senior Leadership Team
- Director of Accounting & Finance
Job Titles:
- Controller
- Member of the Senior Leadership Team
- Senior Vice President
As Senior Vice President, Controller, Kerri is responsible for all financial reporting for the portfolio companies as well as for CODI. This includes reviewing, analyzing, and vetting monthly financial reports for each of the portfolio companies, as well as submitting quarterly and annual public filings with the SEC.
Prior to joining CODI in 2013, Kerri was with ContourGlobal and Grant Thornton LLP.
Kerri is a graduate of Fordham University.
Job Titles:
- Member of the Senior Leadership Team
- Partner & Head of Healthcare
Kurt is a partner and leads CODI's Healthcare investments.
In this role, Kurt is responsible for all aspects of originating and evaluating investment opportunities and executing transactions in the Healthcare vertical.
Before joining CODI in 2022, Kurt was the Head of M&A and Strategy at Sotera Health Company (Nasdaq: SHC) and previously a Managing Director in the Investment Banking Division of Robert W. Baird & Co.
Kurt is a graduate of the University of California, Berkeley.
Larry L. Enterline has served as chairman of the Board since July 2022, as a director of the Company since July 2019. He previously served as the Independent Lead Director of the Board from October 2021 to July 2022. Mr. Enterline has served as chief executive officer of Vulcan Holdings Inc., a private investment holding and consulting services company since April 2010. Previously, Mr. Enterline was the chief executive officer of Fox Factory Holding Corp. (NASDAQ: FOXF) ("Fox"), a former subsidiary of the Company, from March 2011 to June 2019. Prior to that, Mr. Enterline was chief executive officer of COMSYS IT Partners Inc., an IT staffing and solutions company from 2006 to 2010. Mr. Enterline served in various management roles earlier in his career, including Senior Vice President of Worldwide Sales and Service Organization at Scientific-Atlanta Inc., a Georgia-based manufacturer of cable television, telecommunications and broadband equipment. Mr. Enterline has served as executive chairman of Greentech Environmental, a private air purifications provider from August 2021 to present. He served as a director of Fox from 2013 to 2021 and as its executive chairman from 2019 to 2021. Mr. Enterline earned a Bachelor of Science, electrical engineering degree from Case Western Reserve University and a Master of Business Administration degree from The Monte Ahuha College of Business at Cleveland State University.
Job Titles:
- Member of the Senior Leadership Team
- Office Manager
As an Office Manager, Laura is responsible for providing administrative support to the West Coast Team and managing day-to-day operations at the California office.
Prior to joining The Compass Group, Laura was with Premier Healthcare Services and Speech & Language Development Center.
Job Titles:
- Member of the Senior Leadership Team
- Principal
- Member of the Investment Team
Lucas is a member of the Investment Team at the firm's East Coast office.
As Principal, Lucas is responsible for originating and evaluating new investment opportunities, executing transactions and working with the portfolio companies.
Prior to joining CODI in 2016, Lucas was in the Investment Banking Division of Deloitte Corporate Finance where he was a member of the Mergers & Acquisitions Group in Charlotte.
Lucas is a graduate of Vanderbilt University.
Job Titles:
- Member of the Senior Leadership Team
- Internal Audit Manager
As Internal Audit Manager, Mac is responsible for performing risk assessments, SOX audits and strengthening operational and financial internal controls.
Prior to joining CODI in 2022, Mac was with Houghton International, Checkpoint Systems, Arrow International, and Arthur Andersen.
Job Titles:
- Member of the Senior Leadership Team
- Senior Associate
Michael is a member of the Investment Team at the firm's West Coast office.
As Senior Associate, Michael is responsible for evaluating and executing new investment opportunities.
Prior to joining CODI in 2021, Michael was in the Investment Banking Division of Bank of America where he was a member of the Financial Sponsors Group in New York.
Michael is a graduate of Stanford University.
Job Titles:
- Assistant Controller
- Member of the Senior Leadership Team
As Assistant Controller, Morgan is responsible for all financial reporting for the portfolio companies as well as for CODI. This includes reviewing, analyzing, and vetting monthly financial reports for each of the portfolio companies, as well as submitting quarterly and annual public filings with the SEC.
Prior to joining CODI in 2018, Morgan was with Insero & Co., CPAs.
Morgan is a graduate of St. John Fisher College.
Job Titles:
- Director
- Member of the Audit Committee
Heidi Locke Simon has served as a director of the Company since July 2023. Previously, Ms. Locke Simon was a partner at Bain & Company, a global management consulting organization, where she worked from 1993 to 2012. Prior to this, she was an Investment Banking Analyst at Goldman, Sachs & Co. Ms. Locke Simon has served as a director of Teekay Corporation (NYSE:TK) since 2017, as Board Chair of Reflex Protect, Inc. since 2021, and as a director of Turning Green since 2004. Ms. Locke Simon earned a Bachelor's degree in International Politics and Economics from Middlebury College and a Master of Business Administration from Harvard Business School.
Member of the Audit Committee
Job Titles:
- Member of the Senior Leadership Team
- Senior Director of Internal Audit & IT
As Senior Director of Internal Audit & IT, Nadia is responsible for coordination and execution of Sarbanes-Oxley compliance and for other internal audit projects pertaining to financial, IT & operational processes. She also supervises a team of internal auditors and consultants.
Prior to joining CODI in 2009, Nadia was with Weiser LLP; CACI International; Cherry, Bekaert & Holland.
Nadia is a graduate of George Mason University.
Job Titles:
- Director
- Member of the Nominating & Corporate Governance Committee
- Chief Sustainability Officer of the Estée Lauder Companies Inc
Nancy B. Mahon has served as a director of the Company since May 2023. Ms. Mahon has been the Chief Sustainability Officer of The Estée Lauder Companies Inc. since January of 2023. Previously, Ms. Mahon was the Senior Vice President, Global Corporate Citizenship and Sustainability at Estée Lauder, from April 2016 to January 2023. Prior to that she served as the Senior Vice President, Social Initiatives, MAC Cosmetics, Bobbi Brown & La Mer. She has served as a Trustee of the New York University School of Law Foundation since October 2018. She also served as a director for TPG Pace Beneficial Finance Corporations I and II (NYSE: TPGY-UN and YTPG), from October 2020 to April 2023. Ms. Mahon is a graduate of Yale University, and the New York University School of Law. She completed the Rock Center for Corporate Governance Directors' College executive education program at Stanford Law School. She received a certificate in brand marketing from The Wharton School, certification as a woman on boards of directors from Yale School of Management and is admitted to the State Bar of California, the United States Court of Appeals for the Ninth Circuit, and the United States District Court for the Northern District of California.
Member of the Nominating & Corporate Governance Committee
Job Titles:
- Internal Auditor
- Manager
- Member of the Senior Leadership Team
As Manager in Internal Audit, Nicolette is responsible for process improvements and strengthening operational and financial internal controls.
Prior to joining CODI in 2017, Nicolette was with El Paso Energy, Lyondell-Basell, Sirius Solutions, and RGP.
Nicolette is a graduate of the University of Houston.
Job Titles:
- Chief Operating Officer
- Member of the Senior Leadership Team
- Partner
- Member of the ESG Committee
Pat is COO, Partner and a member of the firm's Investment Committee.
As COO, Pat is responsible for the financial and strategic oversight of the firm's portfolio companies. In this role, he manages both the West and East Coast Investment Teams. As a member of the Investment Committee, Pat is responsible for evaluating all the firm's investment opportunities.
Pat is a graduate of the University of Notre Dame and Columbia Business School.
Job Titles:
- Associate
- Member of the Senior Leadership Team
Job Titles:
- Member of the Senior Leadership Team
- Vice President
Job Titles:
- Member of the Senior Leadership Team
- Senior Associate
Job Titles:
- Member of the Senior Leadership Team
- Vice President
Job Titles:
- Member of the Senior Leadership Team
- Partner
Job Titles:
- Chief Financial Officer
- Executive Vice President
- Member of the Senior Leadership Team
Job Titles:
- Member of the Senior Leadership Team
- Principal
Job Titles:
- Executive Chef
- Member of the Senior Leadership Team
Job Titles:
- Member of the Senior Leadership Team
- Senior Director of Financial Reporting
Job Titles:
- Member of the Senior Leadership Team
- Compliance Specialist, Internal Audit
Job Titles:
- Chairman of the Audit Committee
- Director
Teri R. Shaffer has served as a director of the Company since July 2022. Previously, Ms. Shaffer was the Americas and Regional Financial Audit Information Technology Leader for Ernst & Young from 2016 to July 2022, and served in various other leadership roles at Ernst & Young since 1984. She is a National Association of Corporate Directors (NACD) Certified Director, Certified Public Accountant and Certified Information Security Manager. She holds the CERT Cybersecurity Governance Certification from Carnegie Mellon. Ms. Shaffer earned Bachelor of Science degrees in Accounting and Political Science from Oklahoma State University and a Master of Business Administration from Hult International Business School.
Chair of the Audit Committee
Job Titles:
- Associate
- Member of the Senior Leadership Team
Job Titles:
- Member of the Senior Leadership Team
- Partner & Head of East Coast Office
Job Titles:
- Member of the Senior Leadership Team
- Vice President & Head of ESG