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
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
Angela J. DeRose
Chief Compliance Officer
Grant M. Groher
Managing Director
Daniel N. Freshman
Senior Vice President
Joshua M. Lyvers
Vice President
Edward Lee
Vice President
Melissa P. Korolyshun, CPA
Controller
Catherine L. Rotondo, CPA
Assistant Controller
James D. O'Connor
Senior Associate
Samrat D. Malhotra
Senior Associate
Kelan C. Betancourt
Associate
Wills L. Danielsen
Associate
Christopher T. McAvoy
Senior Portfolio Associate
Nina M. Lorusso
Investor Relations 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.