MANAGING DIRECTOR

LAURA KAUER RODRIGUEZ - SOM '11 Managing Director, MEMBER OF THE GENERAL PARTNER Laura is a finance and strategy professional focused on enabling venture-backed companies to grow optimally and drive innovation across sectors through investment and advisory. Previously, Laura was an investment banker at Barclays and a management consultant at Accenture.

LAURA KAUER RODRIGUEZ - SOM '11

Managing Director, MEMBER OF THE GENERAL PARTNER

Laura is a finance and strategy professional focused on enabling venture-backed companies to grow optimally and drive innovation across sectors through investment and advisory. Previously, Laura was an investment banker at Barclays and a management consultant at Accenture.

CHAIR, BOARD OF MANAGERS

Andie Sehl - SOM '81 CHAIR, BOARD OF MANAGERS, MEMBER OF THE GENERAL PARTNER Andie is an experienced management consultant in strategy development and change management. She has led projects for major global corporations at The Empower Group and SPA/Oliver Wyman Consulting, and is currently a consultant, interim staff or investor with several start-ups. For SOMAA, she has held several leadership positions.

Andie Sehl - SOM '81

CHAIR, BOARD OF MANAGERS, MEMBER OF THE GENERAL PARTNER

Andie is an experienced management consultant in strategy development and change management. She has led projects for major global corporations at The Empower Group and SPA/Oliver Wyman Consulting, and is currently a consultant, interim staff or investor with several start-ups. For SOMAA, she has held several leadership positions.

CHAIR, INVESTMENT COMMITTEE

Scott Wharton - SOM '95 CHAIR, INVESTMENT COMMITTEE, MEMBER OF THE GENERAL PARTNER Scott is a thrice successful entrepreneur in the Communications industry with 2 IPOs VocalTec (CALL) and BroadSoft (BSFT) as VP of Marketing and an acquisition of Vidtel (founder/CEO). Scott is currently the GM of the Logitech Video Collaboration Group as well as an active angel investor, advisor and board member.

Scott Wharton - SOM '95

CHAIR, INVESTMENT COMMITTEE, MEMBER OF THE GENERAL PARTNER

Scott is a thrice successful entrepreneur in the Communications industry with 2 IPOs VocalTec (CALL) and BroadSoft (BSFT) as VP of Marketing and an acquisition of Vidtel (founder/CEO). Scott is currently the GM of the Logitech Video Collaboration Group as well as an active angel investor, advisor and board member.

OTHER MEMBERS OF THE BOARD OF MANAGERS

 
Reid Buckley - YC '83, SOM '89 BOARD OF MAnaGERS, MEMBER OF THE GENERAL PARTNER Reid has been a pioneer in the renewable power industry and has deep expertise in the development, financing and operation of renewable power projects. He is a founder and owner of Orion Energy Group LLC and Orion Renewable Energy Group LLC. Reid is a member of the Yale School of Engineering & Applied Science Leadership Council.    

Reid Buckley - YC '83, SOM '89

BOARD OF MAnaGERS, MEMBER OF THE GENERAL PARTNER

Reid has been a pioneer in the renewable power industry and has deep expertise in the development, financing and operation of renewable power projects. He is a founder and owner of Orion Energy Group LLC and Orion Renewable Energy Group LLC. Reid is a member of the Yale School of Engineering & Applied Science Leadership Council.

 

 

Nels Friets - YC '83 BOARD OF MANAGERS, MEMBER OF THE GENERAL PARTNER Nels started as a strategy consultant (SPA, SRI), and, moving into finance, became Managing Director of Citi-group Global Markets and SVP of the securities market of the Singapore Exchange. He has long been active in the development of Singapore’s capital markets, and served on the investment committees for a university and a government agency. He is an advisor, director, and angel investor.    

Nels Friets - YC '83

BOARD OF MANAGERS, MEMBER OF THE GENERAL PARTNER

Nels started as a strategy consultant (SPA, SRI), and, moving into finance, became Managing Director of Citi-group Global Markets and SVP of the securities market of the Singapore Exchange. He has long been active in the development of Singapore’s capital markets, and served on the investment committees for a university and a government agency. He is an advisor, director, and angel investor.

 

 

Jay Readey - YC '94, YLS/SOM '04 BOARD OF MAnaGERS, MEMBER OF THE GENERAL PARTNER Jay is an experienced social entrepreneur with private sector legal experience in corporate and real estate law, and nonprofit experience running a public interest civil rights and community development firm. Jay was elected to the inaugural 2015 class of Presidential Leadership Scholars. He has served on the SOMAA Board.    

Jay Readey - YC '94, YLS/SOM '04

BOARD OF MAnaGERS, MEMBER OF THE GENERAL PARTNER

Jay is an experienced social entrepreneur with private sector legal experience in corporate and real estate law, and nonprofit experience running a public interest civil rights and community development firm. Jay was elected to the inaugural 2015 class of Presidential Leadership Scholars. He has served on the SOMAA Board.

 

 

OTHER MEMBERS OF THE INVESTMENT COMMITTEE

 
THerese Esperdy - SOM '89 BOARD OF MANAGERS, INVESTMENT COMMITTEE, MEMBER OF THE GENERAL PARTNER Therese spent 26 years in investment banking in a variety of leadership roles, most re-cently as the Global Chairman of the Financial Institutions Group at JP Morgan, and previously as the head of Investment Banking for Asia Pacific and the head of Global Debt Capital Markets. She is a Director of National Grid Plc.    

THerese Esperdy - SOM '89

BOARD OF MANAGERS, INVESTMENT COMMITTEE, MEMBER OF THE GENERAL PARTNER

Therese spent 26 years in investment banking in a variety of leadership roles, most re-cently as the Global Chairman of the Financial Institutions Group at JP Morgan, and previously as the head of Investment Banking for Asia Pacific and the head of Global Debt Capital Markets. She is a Director of National Grid Plc.

 

 

Charisse Conanan Johnson - YC '02 INVESTMENT COMMITTEE, MEMBER OF THE GENERAL PARTNER Charisse is a wealth expert, entrepreneur, investor, and strategist with over 15 years of financial services experience. Charisse is currently a Director at Next Street, a merchant bank focused on small-to-medium businesses, where leads the Chicago market’s portfolio of client engage-ments. Charisse also writes and speaks on financial wellness through the Charisse Says platform, and you can follow her @CharisseSays. Charisse is a chartered financial analyst charterholder and a CFA Institute member.

Charisse Conanan Johnson - YC '02

INVESTMENT COMMITTEE, MEMBER OF THE GENERAL PARTNER

Charisse is a wealth expert, entrepreneur, investor, and strategist with over 15 years of financial services experience. Charisse is currently a Director at Next Street, a merchant bank focused on small-to-medium businesses, where leads the Chicago market’s portfolio of client engage-ments. Charisse also writes and speaks on financial wellness through the Charisse Says platform, and you can follow her @CharisseSays. Charisse is a chartered financial analyst charterholder and a CFA Institute member.

 

OTHER MEMBERS OF THE GENERAL PARTNER

ROB QUARTEL - SOM '78 FORMER FOUNDING CHAIR, MEMBER OF THE GENERAL PARTNER ROB IS A TECHNOLOGIST AND PUBLIC POLICY EXPERT WITH A LONG RECORD OF LEADERSHIP, ENTREPRENEUR-SHIP AND INVESTMENT IN COMMERCIAL, PUBLIC, AND NOT-FOR-PROFIT ORGANIZATIONS. HE IS CURRENTLY FOUNDER, CHAIRMAN AND CEO OF NTELX, INC. HE IS ACTIVELY ENGAGED IN THE YALE, RICE AND MID-ATLANTIC STARTUP COMMUNITIES AND ON THE SOMAA BOARD.

ROB QUARTEL - SOM '78

FORMER FOUNDING CHAIR, MEMBER OF THE GENERAL PARTNER

ROB IS A TECHNOLOGIST AND PUBLIC POLICY EXPERT WITH A LONG RECORD OF LEADERSHIP, ENTREPRENEUR-SHIP AND INVESTMENT IN COMMERCIAL, PUBLIC, AND NOT-FOR-PROFIT ORGANIZATIONS. HE IS CURRENTLY FOUNDER, CHAIRMAN AND CEO OF NTELX, INC. HE IS ACTIVELY ENGAGED IN THE YALE, RICE AND MID-ATLANTIC STARTUP COMMUNITIES AND ON THE SOMAA BOARD.

Kirk Fansher - SOM '98 MEMBER OF THE GENERAL PARTNER Kirk is a serial entrepreneur with extensive start-up leadership experience. He was CFO for a private equity firm and has held C-level positions in finance, strategy and operations. He is a retired Air Force Reserve Colonel, a former member of the SOMAA Board and currently a delegate to AYA.

Kirk Fansher - SOM '98

MEMBER OF THE GENERAL PARTNER

Kirk is a serial entrepreneur with extensive start-up leadership experience. He was CFO for a private equity firm and has held C-level positions in finance, strategy and operations. He is a retired Air Force Reserve Colonel, a former member of the SOMAA Board and currently a delegate to AYA.

Tom Halsey - SOM '81 TREASURER, BOARD OF MANAGERS EX-OFFICIO, MEMBER OF THE GENERAL PARTNER Tom spent his career in corporate finance. He has been Financial Manager (CFO) of Exxon Chemical Belgium/ ME/Africa in Brussels, Treasurer of Exxon Capital Corporation and ExxonMobil’s Manager for the Capital Markets Division of the Treasurer's Department. Tom chaired the SOM Alumni Fund for 7 years and served as the 1981 Class Agent for 35.

Tom Halsey - SOM '81

TREASURER, BOARD OF MANAGERS EX-OFFICIO, MEMBER OF THE GENERAL PARTNER

Tom spent his career in corporate finance. He has been Financial Manager (CFO) of Exxon Chemical Belgium/ ME/Africa in Brussels, Treasurer of Exxon Capital Corporation and ExxonMobil’s Manager for the Capital Markets Division of the Treasurer's Department. Tom chaired the SOM Alumni Fund for 7 years and served as the 1981 Class Agent for 35.

Phil Bernstein  - YC ’79 / ARCH ‘83 MEMBER OF THE GENERAL PARTNER Phil is an architect, educator and technologist. Currently a faculty member at the Yale School of Architecture, he was formerly an executive at Autodesk where he led a long-term strategy team responsible for setting direction for digital technology in the building industry. Prior to Autodesk Phil was a principal at Pelli/Clarke/Pelli Architects where he managed many of the firm’s most complex commissions. Phil is a Fellow of the American Institute of Architects and a Senior Fellow of the Design Futures Council. He lives in New Haven.

Phil Bernstein  - YC ’79 / ARCH ‘83

MEMBER OF THE GENERAL PARTNER

Phil is an architect, educator and technologist. Currently a faculty member at the Yale School of Architecture, he was formerly an executive at Autodesk where he led a long-term strategy team responsible for setting direction for digital technology in the building industry. Prior to Autodesk Phil was a principal at Pelli/Clarke/Pelli Architects where he managed many of the firm’s most complex commissions. Phil is a Fellow of the American Institute of Architects and a Senior Fellow of the Design Futures Council. He lives in New Haven.

  Patrice Wolfe - SOM '89 CHAIR, HR COMMITTEE, MEMBER OF THE GENERAL PARTNER Patrice is President of Health Data and Management Systems (HDMS), an analytics/business intelligence company that serves several health care markets. She has over 20 years of experience developing and implementing innovative technology solutions in health care. Patrice is a member of the SOMAA Board, where she chairs the Marketing and Outreach Committee and serves on the Executive Committee.

 

Patrice Wolfe - SOM '89

CHAIR, HR COMMITTEE, MEMBER OF THE GENERAL PARTNER

Patrice is President of Health Data and Management Systems (HDMS), an analytics/business intelligence company that serves several health care markets. She has over 20 years of experience developing and implementing innovative technology solutions in health care. Patrice is a member of the SOMAA Board, where she chairs the Marketing and Outreach Committee and serves on the Executive Committee.

NANCY ALEXANDER - YC ’79 / SOM ‘84 MEMBER OF THE GENERAL PARTNER NANCY IS AN ORGANIZATIONAL DEVELOPMENT CONSULTANT, TEAM AND EXECUTIVE LEADERSHIP COACH, MASTER FACILITATOR, AND PRINCIPAL OF LUMENANCE CONSULTING LLC. SHE BEGAN HER CAREER IN MARKETING, STRATEGIC PLANNING, AND NEW PRODUCT DEVELOPMENT WITH PROCTER & GAMBLE, AMERICAN EXPRESS, AND BANK OF AMERICA BEFORE BECOMING AN ENTREPRENEUR AND ANGEL INVESTOR. SHE IS ALSO A GOLDEN SEEDS PARTNER. NANCY LIVES IN NEW HAVEN. 

NANCY ALEXANDER - YC ’79 / SOM ‘84

MEMBER OF THE GENERAL PARTNER

NANCY IS AN ORGANIZATIONAL DEVELOPMENT CONSULTANT, TEAM AND EXECUTIVE LEADERSHIP COACH, MASTER FACILITATOR, AND PRINCIPAL OF LUMENANCE CONSULTING LLC. SHE BEGAN HER CAREER IN MARKETING, STRATEGIC PLANNING, AND NEW PRODUCT DEVELOPMENT WITH PROCTER & GAMBLE, AMERICAN EXPRESS, AND BANK OF AMERICA BEFORE BECOMING AN ENTREPRENEUR AND ANGEL INVESTOR. SHE IS ALSO A GOLDEN SEEDS PARTNER. NANCY LIVES IN NEW HAVEN.