Doug provides decades of investing experience and a network of top-tier private equity fund managers, peers from large single-family offices, and best-in-class service providers. Previously Chief Investment Officer of RFA Management Company, LLC, a large multi-billion single-family office, where he created investment Policies & Procedures and constructed a significant Private & Alternatives investment portfolio. Prior to that, Doug was Vice President, Equity Research and Senior Portfolio Manager for Cornercap Investment Counsel, and was co-portfolio manager for a ’40 Act mutual fund.
Charles is responsible for manager screening, diligence, and internal reporting. He takes the lead on credit opportunities, following his previous experience analyzing fixed income investments in Wells Fargo’s Investment Portfolio. Charles received his MBA from the University of Virginia Darden School of Business, where he served as Chief Investment Officer for student-run Darden Capital Management and interned at the University of Virginia Investment Management Company (UVIMCO) with a focus on Private Equity. Charles has been a CFA Charterholder since 2019.
Matt leads the sales team and is responsible for customer acquisition, lead generation, and go-to-market strategy for Gridline’s various products and software suite. Before he joined Gridline, he was a sales leader at COMPLY, a compliance technology and services provider to RIAs and BDs, and Salesloft, a sales software focusing on outbound prospecting. He brings extensive knowledge on relationship building, account-based strategy, and value-selling.
Zeke is an Enterprise Account Executive at Gridline, where he drives sales efforts and builds strategic client relationships. With extensive experience in the financial sector, Zeke delivers tailored solutions to optimize operations for clients. Previously, he worked at COMPLY, specializing in compliance software and consulting for SEC-registered RIAs and Private Equity firms.
Manasvi is a Senior Investment Associate at Gridline, where she focuses on manager screening and diligence. Before she joined Gridline, Manasvi invested in multifamily private equity and private single family debt. Prior to that, Manasvi focused on private markets due diligence and manager selection at the Glenmede Trust Company and worked alongside the Pew Charitable Trust Investment Office. Manasvi received her Bachelor of Science in Economics, with a concentration in Finance from the University of Pennsylvania’s Wharton School.
Previously Business Development at SADA, a cloud consulting firm that was named Google Partner of the Year. Before SADA, Jack attended Lehigh University.
After working for 4 years professionally as an actor, Christopher made the switch to full-stack software engineering. Here at Gridline, his focus is primarily on back-end development, where he implements scalable, secure, and efficient API’s for both client-facing and internal tools.
Previously, Full Stack Engineer at Five Tier, Faculty Member at Parsons School of Design. Jeremy brings years of experience building client-facing applications and delivering scalable solutions.
Previously Software Development Engineer in Test (SDET) at BetterCloud a SaaS Management Platform. Before BetterCloud, he was a Software Test Engineer at Pursuant Health, a health screening kiosk company. Dave brings years of experience in front-end, back-end, automated, and manual testing.