3
Total investments
1
Early stage
1
Mid stage
0
Late stage
6y
Years active
Portfolio
2 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor/Advisor
Sep 2020
HOSPITALITY, FOOD SERVICE, TECHNOLOGY & INNOVATION
At Branded Hospitality (“Branded”), we are industry-leading subject matter experts dedicated to advancing the hospitality space through innovation, technology, and strategic investment. As an investment, advisory, and media platform, we sit at the intersection of hospitality, innovation, and capital.
With deep experience as hospitality owners and operators, Branded leverages its expertise and extensive industry network to provide unparalleled value to its partner companies. We empower high-growth businesses by offering capital, strategic guidance, and proven business insights.
Our Mission
We aim to deliver superior returns to our investors by partnering with management teams that share our values of innovation, integrity, and collaboration. We drive value by identifying synergies, expanding distribution channels, and scaling operations for sustainable growth.
Branded Hospitality Media
Hospitality Headline: A must-read newsletter delivering the latest industry trends, insights, and innovations. Subscribe at www.hospitalityheadline.com
The Hospitality Hangout: An award-winning podcast featuring top hospitality leaders and innovators. Listen at www.thehospitalityhangout.com
Join us as we shape the future of hospitality at the nexus of technology, innovation, and growth. Let’s build a brighter future together!
Securities offered through Finalis Securities LLC Member FINRA / SIPC. Branded Hospitality Solutions and Finalis Securities LLC are separate, unaffiliated entities.
Experience · 5 entries
All (5)
Investments (3)
Board (2)
2025
Board Member
Dec 2025
Wellness in the Schools inspires healthy eating, environmental awareness and fitness as a way of life for kids in public schools across the country. Through meaningful public/private partnerships with school leadership, teachers, chefs, coaches, parents and kids, Wellness in the Schools creates hands-on programs such as Cook for Kids, Green for Kids and Coach for Kids. These programs provide healthy foods, healthy environments and opportunities for regular play to help kids learn and grow.
In 2003 a group of concerned public school parents united around the conviction that healthier bodies make healthier minds and that, conversely, unhealthy school environments interfere with student health, school attendance and academic achievement. We had a simple goal: for children to have the best possible environment in which to learn and grow. Wellness in the Schools grew out of that initial goal, and was incorporated as a 501c3 non-profit organization in 2005.
WITS believes in the healthy bodies, healthy minds mantra, and in order to shape both we provide two hands-on programs: Cook for Kids and Coach for Kids. We support these programs with the ethos that schools should be as sustainable and environmentally responsible as possible, which is also embodied in the goals of our Green for Kids model. Together these programs create healthier meals, healthier environments and opportunities for regular play and fitness activities.
2022
Managing Director
Mar 2022
Aprio is redefining what it means to be a global advisory and accounting firm. We help businesses and individuals Account for Anything™ — delivering clarity and confidence in a world full of unknowns. Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC deliver professional services to clients worldwide. Aprio Advisory Group, LLC provides advisory, tax, legal, wealth, and talent solutions to help build value, drive growth, manage risk, and protect wealth, while Aprio, LLP delivers audit and attest services with uncompromising quality and integrity. With more than 2,800 team members serving clients in 50+ countries and $5.5B in assets under management, Aprio is consistently recognized as a Top Workplace, celebrated for transformative growth on the Inc. 5000 and Inc. Power Partners lists, and led by Richard Kopelman, named to Accounting Today’s Top 100 Most Influential People in Accounting.
2020
Investor/Advisor
Sep 2020
HOSPITALITY, FOOD SERVICE, TECHNOLOGY & INNOVATION
At Branded Hospitality (“Branded”), we are industry-leading subject matter experts dedicated to advancing the hospitality space through innovation, technology, and strategic investment. As an investment, advisory, and media platform, we sit at the intersection of hospitality, innovation, and capital.
With deep experience as hospitality owners and operators, Branded leverages its expertise and extensive industry network to provide unparalleled value to its partner companies. We empower high-growth businesses by offering capital, strategic guidance, and proven business insights.
Our Mission
We aim to deliver superior returns to our investors by partnering with management teams that share our values of innovation, integrity, and collaboration. We drive value by identifying synergies, expanding distribution channels, and scaling operations for sustainable growth.
Branded Hospitality Media
Hospitality Headline: A must-read newsletter delivering the latest industry trends, insights, and innovations. Subscribe at www.hospitalityheadline.com
The Hospitality Hangout: An award-winning podcast featuring top hospitality leaders and innovators. Listen at www.thehospitalityhangout.com
Join us as we shape the future of hospitality at the nexus of technology, innovation, and growth. Let’s build a brighter future together!
Securities offered through Finalis Securities LLC Member FINRA / SIPC. Branded Hospitality Solutions and Finalis Securities LLC are separate, unaffiliated entities.
2013
S
SS&G
Associate Director
2013
Investment activity
2020–2025 · 3 investments
Recent (last 2 years)Earlier
