CH INVESTMENT PARTNERS - Key Persons
Job Titles:
- Administrative Officer
- Executive Assistant
Amber Peña is the Administrative Officer of the firm and an Executive Assistant supporting Mr. Silverman. Prior to joining CH Investment Partners in 2016, she spent six years serving the JC Penney Company in Plano, TX as a Senior Executive Assistant. Amber has over 10 years of experience supporting senior-level executives.
Job Titles:
- Portfolio Manager
- Senior Managing Director
- Senior Managing Director / Investment Strategy
Ashish Malhotra is a Senior Managing Director and Portfolio Manager on the Investment Strategy Team. Ashish is responsible for risk management, analytics and liquid market and hedge fund strategies and is a member of the Investment Committee. Prior to joining CH Investment Partners in 2010, he spent three years managing risk and researching new investment strategies at Koch Supply & Trading in Houston. Ashish oversaw strategies that spanned across all liquid asset classes - equities, interest rates, FX and commodities. He was also involved in designing new strategies in the equities and commodities markets, which generated alpha over comparable indices. Previously in his career, he worked in the investment team of a convertible arbitrage hedge fund. He has also been a consultant on pricing strategies with a myriad of industries in the Travel & Transport, Industrial and Financial Services sectors. He helped his clients generate revenue growth by better aligning their supply with their demand and understanding the sensitivity of their customer base to prices. Ashish earned an MBA from Cornell University and a B.S. in Electrical Engineering from the Indian Institute of Technology, Delhi.
Job Titles:
- Senior Managing Director / Investment Strategy
- Senior Managing Director on the Private Equity Team
Ben Bates is a Senior Managing Director on the private equity team. Since joining CH Investment Partners in 2015, Ben has been responsible for the sourcing and execution of private investments in the consumer, healthcare, and technology industries. He has led or supported $800mm+ of commitments to private funds and direct investments on behalf of CH Investment Partners' affiliates. Ben was previously a member of the Transfer Pricing practice group of PricewaterhouseCoopers, LLP. He earned a B.B.A. in Accounting and a M.S. degree in Management from Texas A&M University.
Job Titles:
- Managing Director / Partner Advisory
- Managing Director on the Partner
Bill McMahan is a Managing Director on the Partner Advisory Team. Prior to joining CH Investment Partners in 2020, he spent twenty-six years with Crow Holdings. While at Crow Holdings, he worked in a variety of capacities including private equity investment management, real estate asset management, corporate finance and planning as well as family office matters. Bill earned a B.B.A. degree in Accounting from Texas A&M University in 1989 and is CPA. Bill serves on the State Fair of Texas Youth Livestock Auction Committee, is the chairman of the Stemmons Corridor Business Association and is a member of Financial Executives International.
Job Titles:
- Supervisor, Fund Accounting Team / Operations & Finance
- the Fund Accounting Supervisor
Bing Wang is the Fund Accounting Supervisor on the Operations & Finance Team. Prior to joining CH Investment Partners, she worked as a Financial Analyst at Silverstone Development Ltd. in Dallas and at Standard Chartered Bank in Shanghai. She earned a B.S. in Economics from the Shanghai International Business and Economics University in 2010 and a M.S in Finance from the University of Texas at Dallas in 2013. Bing is a Chartered Financial Analyst.
Job Titles:
- Senior Analyst / Operations & Finance
- Senior Analyst on the Operations & Finance Team
Cameron Motherwell is a Senior Analyst on the Operations & Finance Team. Prior to joining CH Investment Partners, Cameron spent 2 years at a leading cost-effectiveness optimization firm in the Defense industry. While there, he managed research projects with industry contractors, overseeing the quality of data and results.
Cameron received his bachelor's degree in Statistics from Texas A&M University. While attending school he also led research projects on student persistence in partnership with the Texas A&M University Provost's Office.
Job Titles:
- Director
- Director / Partner Relations
Chelsey Yacos is a Director on the Partner Relations team and supports the marketing, event management and business development efforts. Prior to joining CH Investment Partners, she spent eight years at Cushing Asset Management, an asset manager in the energy sector, where she focused on marketing collateral and relationship management. Chelsey received a B.A. in Mass Communications and English from Morningside University in Sioux City, Iowa.
Job Titles:
- Director / Investment Strategy
- Director on the Private Equity Team
Clay is a Director on the Private Equity Team and is responsible for sourcing, evaluating, executing, and monitoring investments. Prior to joining CH Investment Partners, Clay was an Associate at ORIX where he was responsible for the analysis of new and existing middle market private equity investments. During his time at ORIX, he served as a Board Director for two of the firm's portfolio companies, Alliance Environmental Services and Davlyn Manufacturing. Clay began his career as an Investment Banking Analyst at MHT Partners where he focused on sell-side engagements in the education, industrial, and business services industries. Clay has an MBA from the Darden School of Business at the University of Virginia and a BBA in Finance from the University of Texas. At Darden, Clay was a recipient of the Jefferson Fellowship and earned the Faculty Award for Academic Excellence. Outside of the office, Clay enjoys studying history, discussing politics and life's most important questions with others, and spending quality time with his wife, daughter, and close family and friends.
Job Titles:
- Associate / Investment Strategy
- Associate on the Investment Strategy Team
Mr. Thompson is an Associate on the Investment Strategy Team, supporting the evaluation, execution, and monitoring of private markets investment strategies for CH Investment Partners. Prior to joining CH Investment Partners in 2021, he spent two years as a Consultant at Oliver Wyman specializing in large scale transformations, post-merger integrations, and executive level program management. Crawford received a M.S. in Finance and B.A. in Economics from The University of Texas.
As Chief Operating Officer of CH Investment Partners, Diane oversees the internal operations and accounting/finance functions of the group.
Prior to joining the firm in 2018, Diane spent 20 years at USAA with a focus on investments. During her tenure at USAA, she managed the investments of the employee benefit plans and charitable foundations and was responsible for asset allocation, selection of third-party investment managers, and risk management. She most recently served as COO of USAA's investment management division.
Diane received a Bachelor of Business Administration and a Master of Professional Accounting from the University of Texas at Austin in 1996. She is a CFA charter holder and a CPA.
Job Titles:
- Director / Partner Advisory
- Relationship Manager on the Partner
Eli Griffin is a Relationship Manager on the Partner Advisory Team. Prior to joining CH Investment Partners in 2019, she spent thirty years with Goldman Sachs and served as a Vice President, Wealth Management Professional in the private wealth management division. Eli graduated from Texas Tech University with a B.A. in Business Administration, General Business.
Job Titles:
- Director
- Director, Marketing / Partner Relations
Elizabeth Law is a Director on the Partner Relations Team and is responsible for the firm's marketing initiatives and strategy. Before joining CH Investment Partners in 2022, Elizabeth served at GuideStone Financial Resources, a Christian financial services provider, as Investments Marketing Manager working across various functions including digital strategy, email, PR, and events. Prior to GuideStone, she was at Westwood Holdings Group as Channel Marketer for their Investment Management division.
Elizabeth holds an MBA with focuses in Finance and Marketing from SMU's Cox School of Business and a bachelor's degree in Communications from Wake Forest University.
Elizabeth is a Teach For America alum where she taught middle school science in Charlotte, North Carolina.
Job Titles:
- Director Operations & Finance
- Director on the Operations & Finance Team
Hailey DeMarzo is a Director on the Operations & Finance Team. Prior to joining CH Investment Partners, she spent six years working in the real estate and property management industries in Baltimore, Maryland. Hailey graduated from the University of Maryland at College Park in 2014, receiving a B.A. in Economics.
Job Titles:
- Partner
- Senior Managing Director / Partner Relations
Jonah Cave joined the Partner Relations team in 2020. He began his career in 1996 as a clerk on the floor of the New York Stock Exchange for Merrill Lynch, eventually managing high touch trading teams. From 2003 to 2015, he held various leadership roles within the Merrill Lynch, Bank of America Merrill Lynch and UBS global equities divisions, and was responsible for key client relationships. Later in his career, Jonah was a Partner at a middle-markets private equity firm and on the executive team at an early stage healthcare venture. Jonah earned a BA from the University of California, Berkeley with a double major in economics and geography and an Executive MBA from the University of Denver. He and his family have supported many local and national non-profit causes. Currently, Jonah sits on the board of directors at the Kempe Foundation, the Cal Rugby Advisory Board and is an Ambassador for the Navy SEAL Foundation.
Job Titles:
- Advisor
- Director
- Director / Partner Advisory
Katherine Archer is a Director Advisor on the Partner Advisory Team. Prior to joining CH Investment Partners, she worked as an investment management analyst at Deutsche Bank in Los Angeles, California. Katherine graduated magna cum laude from the University of Miami with a BBA in Finance and Legal Studies in 2018. Katherine grew up in Dallas where she attended Hockaday. In her free time, she enjoys cooking, hiking, and serving in her community.
Job Titles:
- Analyst / Partner Advisory
- Financial Analyst on the Partner
Katherine Pyle is a Financial Analyst on the Partner Advisory Team and is responsible for providing analytical and operational support to senior management. She graduated from Southern Methodist University with a Bachelor's in Finance in 2022. Katherine was born in Leawood, KS but has immersed herself in Dallas. She serves her new community in many ways; one of her favorites is working with Operation Kindness and Saving Hope to foster dogs. In her free time, Katherine enjoys walking the Katy Trail and spending time with her family and friends.
Job Titles:
- Portfolio Manager
- Senior Managing Director
- Senior Managing Director / Investment Strategy
Kevin Sedwick is a Senior Managing Director and Portfolio Manager on the Investment Strategy Team. Kevin is responsible for the oversight of liquid market and hedge fund strategies and is a member of the Investment Committee at CH Investment Partners. Prior to joining the firm in 2003, Kevin spent three years at AllianceBernstein in the private client group. While at AllianceBernstein he worked with high net worth families in a variety of capacities including portfolio modeling and forecasting, investment planning and implementation of investment strategies. He was admitted to and completed the national Advisor Training Program and was responsible for client portfolio reviews and updates as well as preparation of materials for certain prospect meetings. Prior to AllianceBernstein, Kevin spent three years at Morgan Keegan & Co., starting in the fixed income research group where he was responsible for portfolio and scenario analysis for a number of institutional clients. He later transitioned to the retail trading desk where he constructed fixed income portfolios and worked with brokers to execute the strategies. He received a B.B.A. in Finance from the University of Texas at Austin in 1997.
As co-head of CH Investment Partners, Kirk Rimer oversees the Partner Advisory and Operations teams. Kirk has played an integral role in helping build the firm's investment strategy and in expanding the firm's partner base since joining the firm in 2011.
Kirk previously spent 21 years at Goldman Sachs where he worked with individual investors and corporations, with a focus on risk management and equity investments. He served as Managing Director and Southwest Regional Manager for the Private Wealth Management Division. Prior to that, Kirk spent nine years as a naval aviator for the United States Navy.
Kirk sits on the Executive Board for SMU's Cox School of Business. He is a trustee of Austin College in Sherman, Texas, and a Director for the Baylor Health Care System Foundation. Kirk received a bachelor's degree in Political Science from the University of Missouri in 1980 and an MBA from Southern Methodist University's Cox School of Business in 1989.
Job Titles:
- Director / Partner Advisory
- Operations Director on the Partner
Kirsten McDonald is a Processing and Operations Director on the Partner Advisory Team. Prior to joining CH Investment Partners in 2018, she spent a year as a Research Specialist at Cloverdale Capital Management, and a year as a Premium Support Consultant at HD Vest, a financial services firm. Kirsten earned a B.A. in English from Texas A&M University in 2010, and an M.Ed. from the University of Arkansas at Little Rock in 2013.
Job Titles:
- Administrative Assistant
- Administrative Assistant / Investment Strategy
Lily Patterson is an Administrative Assistant supporting the Investment Strategy Team. Prior to joining CH Investment Partners, Lily worked as Training and Education Assistant in the Healthcare and Corporate law field assisting with Training, Compliance, and Continuing Education. Lily spearheaded state accreditation for all programs and planned all internal events for the firm. Her prior experience spans through multiple areas including education, customer service, and health sciences.
Lily holds a Bachelor of Science from Texas Christian University (TCU) in Speech-Language Pathology. Lily's hobbies include cooking, traveling, and attending various art museums.
Job Titles:
- Managing Director / Partner Relations
- Managing Director on the Partner
Lina Saba Komanduri is a Managing Director on the Partner Relations team. Prior to joining CH Investment Partners in 2018, Lina spent 11 years at Barings, a global institutional investment management firm based in Charlotte, NC, where she led the digital marketing team. Her prior experience includes equity analysis at Credit Suisse First Boston in Hong Kong, portfolio attribution at Jardine Fleming in Tokyo, and quantitative investment management at Flemings Investment Management in London. Lina has a Master's in Economics from the London School of Economics and a Bachelor's in Economics from the University of Cambridge. Lina previously served on the boards of Girls Inc. of Metropolitan Dallas and Pat's Place Child Advocacy Center in Charlotte, NC. Lina is a member of the Executive Advisory Board of Headstorm, a technology consultancy firm.
Job Titles:
- Advisor
- Director
- Director / Partner Advisory
Maggie Miller is an Director Advisor on the Partner Advisory Team. Prior to joining CH Investment Partners in 2019, she spent three years with J.P. Morgan's Private Bank in Dallas. At J.P. Morgan, Maggie helped provide investment management, lending, and banking services to ultra high net worth clients. Maggie graduated from the University of Florida with a B.S.in Finance and a Master's in International Business in 2016. Maggie is a member of the Junior League of Dallas and is actively involved with Habitat for Humanity.
Maritza Felan is the Receptionist and responsible for greeting guests in our office. She maintains all administrative tasks and helps ensure that everyone's day runs smoothly. Before joining CH Investment Partners, Maritza was an Office Manager for Vizio at the Dallas branch. She has prior experience as an Executive Assistant to the CEO of a private oil and gas company, Elephant Oil & Gas. Maritza received her B.A. in Public Relations from Texas State University along with a minor in Business and Spanish. In Maritza's free time, you can find her enjoying any outdoor activity including runs along the lake or hikes in the mountains.
Job Titles:
- Managing Director / Partner Relations
MeMe McNairy-Glenn is a Managing Director on the Partner Relations team. Prior to joining CH Investment Partners in 2022, MeMe spent 11 years at International Farming Corporation, an alternative, private markets investment firm, located in Raleigh, NC, where she served as Partner, Chief Operating Officer, and Head of Capital Formation.
MeMe graduated magna cum laude from Washington University and holds a master's in divinity from Asbury Theological Seminary. MeMe currently serves on the national strategic advisory committee of Everytable.
Merene Makil - Chief Compliance Officer
Merene Makil is Chief Compliance Officer at CH Investment Partners. Her previous role was serving as a Managing Director and Controller on the Partner Advisory Team, where she oversaw and managed the Team's accounting needs.
Prior to joining the firm, Merene spent three years as the Controller at Williams Financial Group, and prior to that worked at Moore Capital Management and Ernst & Young. Merene graduated in 2006 from the Wharton School at the University of Pennsylvania with a B.S. in Economics and earned a M.S. in Accountancy from the University of Notre Dame in 2008.
Job Titles:
- Analyst / Partner Advisory
- Financial Analyst on the Partner
Michael Anderson is a Financial Analyst on the Partner Advisory Team and is responsible for providing analytical and operational support to senior management. He graduated from The University of Texas at Austin with a Bachelor of Science degree in May of 2022.
Michael was raised Fort Worth, TX and enjoys spending time with his family and friends.
Job Titles:
- Chief Investment Officer
- Co - President
As Co-President of CH Investment Partners, Mike is responsible for setting the direction of investment research, asset allocation, and risk management, as well as the selection of third-party investment managers. He has been employed by Crow Holdings affiliated entities since 1994. From 1994 to 1998, Mike assisted in the transition of Wyndham International from a privately held enterprise controlled by Crow Holdings to a publicly traded company. As Vice President of Finance, he was responsible for bank and investor relations, corporate finance related to mergers and acquisitions, and various other finance and capital raising activities. Mike currently serves as a trustee of the endowment funds for the Notre Dame School of Dallas. He is a member of the Children's Medical Center Foundation Board of Directors, a member of the Children's Health System of Texas Investment Committee and an investment committee member for the Thomas Jefferson Foundation. Mike received a Bachelor of Science in Economics from Southern Methodist University in 1984.
Job Titles:
- Executive Assistant / Partner Advisory
- Executive Assistant to Kirk Rimer
Nikki is the Executive Assistant to Kirk Rimer and Tyler Bethea. She has over ten years of experience, previously working on the Real Estate/Development team at Goldman Sachs. Prior to Goldman Sachs, Nikki worked as a paralegal. She attended Sam Houston State University where she studied Criminal Justice.
Job Titles:
- Managing Director / Partner Advisory
- Managing Director on the Partner
Paula Oaxaca is a Managing Director on the Partner Advisory Team. Prior to joining CH Investment Partners in 2015, she spent 15 years with Goldman Sachs and served as a Vice President, Wealth Management Professional in the private wealth management division. Paula graduated from The University of Phoenix in 2000 with a B.A. in Business Administration, Marketing.
Job Titles:
- Managing Director / Partner Advisory
- Managing Director on the Partner
Shannon Miller is a Managing Director on the Partner Advisory Team. Prior to joining CH Investment Partners, she spent two years as an Associate in the Private Wealth Management division at UBS Financial Services, Inc., and five years as a Private Client Associate at Bernstein Global Wealth Management. Shannon earned a B.S. degree in Corporate Communication from the University of Texas at Austin in 2004 and an M.B.A. from Southern Methodist University in 2012. Shannon served as a Corporate Fellow for the 2015 Leadership DISD class.
Job Titles:
- Senior Associate
- Senior Associate on the Operations & Finance Team
Shanting Chen is a Senior Associate on the Operations & Finance team. Prior to joining CH Investment Partners, she spent three years at Sixth Street Partners in the Fund Accounting team in Dallas. Prior to that, she worked in the Asset Management practice at KPMG. Shanting earned M.A and B.A in Accounting from University of Massachusetts, Amherst.
Job Titles:
- Senior Administrative Assistant
- Senior Administrative Assistant / Partner Advisory Partner Relations
Tara DeLong is a Senior Administrative Assistant supporting the Partner Advisory and Partner Relations Teams. Prior to joining CH Investment Partners in 2019, she worked at Ernst & Young as in intern in the Human Resources Operations Team, coordinating the onboarding of new employees joining the firm. In 2019, Tara graduated from Harding University with a B.A. in Business Administration in Marketing with an emphasis in Information Systems. Tara has served in various mission efforts in orphanages in Cusco, Peru and serving in a Burmese refugee camp in Chiang Mai, Thailand.
Job Titles:
- Advisor
- Regional Advisor / Partner Relations
Todd Clendening is a Regional Advisor on the Partner Relations Team. Having advised wealthy families in the region for more than 35 years, Todd brings extensive experience in public and private investments, financial strategy, family office service coordination and business management to CH Investment Partners. Previously, Mr. Clendening served as a Managing Director of the Client Advisory Team as well as a member of both the Investment and Executive Committees at Tolleson Wealth Management. He also spent almost 20 years as a Managing Director in the Private Client Services Group of Deutsche Bank Alex Brown.
Mr. Clendening currently serves on the advisory council of High Point Village, a Texas-based nonprofit providing services and programs for special needs children and adults. He has also served on the Board of Trustees of the Dallas Zoological Society, The Alcuin Montessori School of Dallas as well as a member of the Leadership Council for the Children's Medical Center of Dallas. Mr. Clendening earned a Bachelor of Business Administration degree (B.B.A.) with concentrations in both investment finance and accounting from Texas Tech University and has completed the Securities Institute Association's program at the Wharton School of Business. In his spare time, Todd enjoys travelling, golfing, fishing and riding his bike.
Job Titles:
- Senior Managing Director, Senior Partner Advisor
Tyler Bethea is a Senior Managing Director, Senior Partner Advisor at CH Investment Partners. Prior to joining the firm in 2015, he spent eight years with J.P. Morgan in Dallas. Having started on the institutional side, he most recently served as a Vice President working in J.P. Morgan's Private Bank. Tyler graduated from Texas Tech University in 2006 with a B.A. in Business Administration, Marketing, and an M.B.A from The University of Texas at Austin in 2015. Tyler serves on the alumni board of Cistercian Preparatory School and is actively involved with Dallas Children's Advocacy Center.
Job Titles:
- Advisor
- Senior Director / Partner Advisory
Wesley Crane is an Advisor on the Partner Advisory Team. Prior to joining CH Investment Partners, he spent three years as a Portfolio Accounting & Trading Specialist with Great Lakes Advisors in Chicago, IL. Wesley earned a B.S. in Business Administration with a concentration in Economics from Saint Louis University, and his M.B.A. with concentrations in Finance and Real Estate from Southern Methodist University.
Job Titles:
- Analyst / Investment Strategy
- Capital Markets Analyst
Wiley Pickett is a Capital Markets Analyst on the Investment Strategy Team. In this role he supports the macro-economic research activities of the firm and helps in the evaluation, execution, and monitoring of public markets investment strategies.
He graduated with Honors in the Liberal Arts from Southern Methodist University in May of 2022, where he was a Provost Scholar and a member of the Cox BBA Scholars Program, University Honors Program, and Richter Fellowship Program.
Wiley has a B.B.A. in Real Estate Finance with a concentration in Entrepreneurship and a minor in History.
Job Titles:
- Advisor
- Director
- Director / Partner Advisory
Zack Cleveland is an Director Advisor on the Partner Advisory Team. Prior to joining CH Investment Partners, he worked as an Analyst on the Financial Institutions Investment Banking group at Commerce Street Capital in Dallas, TX. Zack earned a B.A. in Economics with a concentration in Finance from Saint Francis College in 2017.