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Board Member
Oct 2019
The KUKUI team passionately improves technology for the betterment of people and businesses worldwide.
Put simply, we bring our clients new customers, increase our clients' marketing ROI, and decrease their operating costs. We bring the power of data-driven decision making to business owners so they can better navigate ever-changing economic and marketing landscapes. Before, only large corporations could afford advanced software solutions or track customers from first contact to final purchase. Now, Kukui provides brick-and-mortar local businesses that same competitive advantage.
Board Member
Mar 2019
Compass Datacenters, one of Inc. Magazine’s 5000 fastest growing companies, designs and constructs data centers for some of the world’s largest hyperscalers and cloud providers on campuses across the globe. Our corporate culture is predicated on continual improvement and innovation and has enabled us to marry technology with modern manufacturing methods to enhance our ability to consistently deliver our customer’s projects faster, with no sacrifices in quality. Since our inception, our sustainability efforts have encompassed the entire data center from its design to its post-delivery performance, including the efficient use of land, water-free cooling and a focus on Green House Gas reduction in the materials used to build our facilities and in their operation. Compass embraces a long-term perspective with the financial strength of investors Ontario Teachers’ Pension Plan and Brookfield Infrastructure.
While every business changes over time, our core convictions have served as the touchstone of our efforts since the company was founded. Their influence permeates every aspect of how we operate and the commitments we make to our customers.
Experience · 8 entries
All (8)
Investments (3)
Founder (3)
Board (3)
2019
Operating Partner
Oct 2019
SSM invests in rapidly-growing software and tech-enabled services companies across B2B and healthcare. The firm has been partnering with talented entrepreneurs and management teams for more than 20 years to help them scale by building a trusted relationship and offering a thorough understanding of the growth company lifecycle and a collaborative approach to building great businesses. SSM makes minority and majority equity investments of $8 to $30 million per opportunity.
Board Member
Oct 2019
The KUKUI team passionately improves technology for the betterment of people and businesses worldwide.
Put simply, we bring our clients new customers, increase our clients' marketing ROI, and decrease their operating costs. We bring the power of data-driven decision making to business owners so they can better navigate ever-changing economic and marketing landscapes. Before, only large corporations could afford advanced software solutions or track customers from first contact to final purchase. Now, Kukui provides brick-and-mortar local businesses that same competitive advantage.
Board Member
Mar 2019
Compass Datacenters, one of Inc. Magazine’s 5000 fastest growing companies, designs and constructs data centers for some of the world’s largest hyperscalers and cloud providers on campuses across the globe. Our corporate culture is predicated on continual improvement and innovation and has enabled us to marry technology with modern manufacturing methods to enhance our ability to consistently deliver our customer’s projects faster, with no sacrifices in quality. Since our inception, our sustainability efforts have encompassed the entire data center from its design to its post-delivery performance, including the efficient use of land, water-free cooling and a focus on Green House Gas reduction in the materials used to build our facilities and in their operation. Compass embraces a long-term perspective with the financial strength of investors Ontario Teachers’ Pension Plan and Brookfield Infrastructure.
While every business changes over time, our core convictions have served as the touchstone of our efforts since the company was founded. Their influence permeates every aspect of how we operate and the commitments we make to our customers.
2016
Board Member
Jan 2016
About Diversified Trust:
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $8 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.
We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services.
Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting.
Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives.
As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients.
Our goal is simple - helping our clients focus on what is important to them.
2012
P
PeopleCap Advisors
Co-Founder & Principal
Jan 2012
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Investment activity
2016–2019 · 3 investments
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