We are committed to building lasting relationships.
Our investment partners have access to the full resources of our firm and benefit from the collective experience of our team, our network, and our board of advisors.
Seth W. Alvord
Managing Partner Investment Committee Member
Justin M. Kaplan
Partner Investment Committee Member
Adam H. Sauerteig
Partner Investment Committee Member
Nathan D. Elliott
Partner Head of Portfolio Management
Amanda L. Meltzer, CPA
Chief Financial Officer
Kellyn L. Riccitelli
Managing Director Head of Investor Relations
Grant M. Groher
Senior Vice President
Daniel N. Freshman
Vice President
Joshua M. Lyvers
Vice President
Melissa P. Korolyshun, CPA
Controller
Catherine L. Rotondo, CPA
Assistant Controller
Rory J. Cunnane
Senior Associate
James D. O'Connor
Associate
Ethan G. Wilson
Associate
Samrat D. Malhotra
Associate
Maura C. Meehan
Office Manager
Board of Advisors
Balance Point Capital's Board of Advisors is comprised of executives with a broad range of backgrounds across both financial and operating roles. The team draws upon their experience in sourcing, analyzing, and monitoring investments.