Gridline is the most efficient and effective way to invest in private markets.

Private markets have consistently outperformed their public market equivalents. However, the best alternative investment opportunities have historically been exclusive and challenging to invest in unless you have institutional-level capital to deploy.

We believe that investors should be able to emulate what the most sophisticated allocators are doing with their portfolios. Gridline makes this possible by curating top-performing investment products and delivering them to investors via a dramatically improved digital experience.

The Team Building the Future of Alternative Investing
We brought together a team with decades of experience at world-class software, security and investment institutions.

Investments

Gridline's Investment team brings together decades of experience across institutional-level diligence programs required to analyze and construct well-diversified private market portfolios.
Logan Henderson
Logan Henderson
Chief Executive Officer

Logan Henderson

Chief Executive Officer

Logan brings an extensive network of venture capital and private equity managers developed through mergers & acquisitions advisory work in the technology sector as an investment banker at SunTrust Robinson Humphrey. Together with Jon Hallett, he leads Gridline’s efforts in identifying both emerging and established venture managers for the Gridline platform. In addition to his CEO responsibilities, he shares oversight of the investment committee with Doug. Logan holds his Series 65 license and previously held his Series 7, 63, and 79 licenses. Prior to co-founding Gridline, Logan was the CEO of a technology business that was sold to Accel-KKR.

Jon Hallett
Jon Hallett
Chairman

Jon Hallett

Chairman

Jon co-founded Gridline with a strategic vision for an efficient and easy-to-access on-line platform of top-tier private & alternative investments. Jon has a nation-wide network of highly-successful investment professionals developed over decades. He is an experienced CEO with multiple exits as an operator, and has served as Board Advisor or Director to 30+ venture-backed companies, in addition to acting as an Advisor for early- and late-stage VC firms. Jon’s portfolio contains many successful exits resulting in greater than 50 and 100x invested capital.

Douglas Dougherty, CFA
Douglas Dougherty, CFA
Senior Advisor

Douglas Dougherty, CFA

Senior Advisor

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.

Trace Baker
Trace Baker
Director, Corporate Development

Trace Baker

Director, Corporate Development

Trace focuses on screening and diligence of private fund investment opportunities, portfolio construction, and management of key private equity fund relationships on the Gridline platform. Before he joined Gridline, Trace was on the investment team at Mountaingate Capital, a middle-market private equity firm with a track record of top-quartile performance across multiple fund vintages. Prior to Mountaingate, Trace worked as an investment banker focused on mergers and acquisitions and strategic advisory with Harris Williams.

John Jennings, CPA
John Jennings, CPA
Fund Administration Lead

John Jennings, CPA

Fund Administration Lead

John has primary responsibility for operational due diligence (ODD) of fund managers on the Gridline platform, and participates in reviewing all investment opportunities in later stages of the approval process to safeguard against any potential operating issues. Prior to joining Gridline, he was Manager of Investments & AUM Accounting at Invesco, a leading global investment manager. Before Invesco, John worked in the Assurance practice of EY, focused on the audits of publicly traded financial services companies. In addition to holding his CPA, John has passed the Series 27 Financial and Operations Principal Examination.

Charles Patton, CFA
Charles Patton, CFA
Director, Investments

Charles Patton, CFA

Director, Investments

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.

Investor Relations

The Gridline Investor Relations team is led by professionals with deep expertise in institutional securities sales and customer experience.
Lynn Sanchez
Lynn Sanchez
VP Marketing & Alliances

Lynn Sanchez

VP Marketing & Alliances
Previously CEO of Haste, a network technology company focused on the gaming industry (acquired by ExitLag). Prior to that, Lynn held senior leadership roles across sales, marketing, and services for Sage Software, Salesfusion and Cloud Sherpas.
Jana Ferguson
Jana Ferguson
Head of Client Experience

Jana Ferguson

Head of Client Experience
Formerly Director of Customer Experience at SugarCRM, an award-winning CRM named a Visionary in the Gartner Magic Quadrant for Sales Force Automation. Before SugarCRM, Jana led the Professional Services and Account Management teams at Salesfusion.
Greg Kaufmann
Greg Kaufmann
Director, Investor Solutions

Greg Kaufmann

Director, Investor Solutions

Previously, Greg was in sales, marketing and investor relations at three different investment managers. Prior to this, he worked at two different global investment banks in Sales & Trading.

Kennedy Shenkel
Kennedy Shenkel
Marketing Campaign Manager

Kennedy Shenkel

Marketing Campaign Manager
Previously Marketing Manager at Neon Coat, a start-up SaaS marketing application based in NYC. Before Neon Coat, Kennedy was a Territory Account Executive at Softchoice, one of North America’s premier software-focused technology solutions providers.
Chad Cox
Chad Cox
Business Development Associate

Chad Cox

Business Development Associate
Previously Business Development at Nasdaq Asset Owner Solutions, a global leader of data and analytics for the global institutional market. Before Nasdaq, Chad was manager of individual giving at the East Lake Foundation in Atlanta.
Jack Balestro
Jack Balestro
Business Development Associate

Jack Balestro

Business Development Associate

Previously Business Development at SADA, a cloud consulting firm that was named Google Partner of the Year. Before SADA, Jack attended Lehigh University.

Platform

Led by seasoned SaaS and finance product leaders, Gridline's Platform team applies the best of financial technology, enterprise software and security, and consumer marketplaces to alternative investing.
Peter Bilali
Peter Bilali
Vice President, Platform

Peter Bilali

Vice President, Platform
Previously Director of Product Strategy at BetterCloud, a SaaS Management Platform (SMP) that raised over $200m from Warburg Pincus, Bain Capital and Accel. Before BetterCloud, Peter was an equities trader and worked in corporate IT.
Richard Klamrzynski
Richard Klamrzynski
Principal Architect

Richard Klamrzynski

Principal Architect
Previously Principal Architect at Haste, a network technology company focused on the gaming industry. Before Haste, Richard was Senior Director of Engineering at Live Nation and BigChampagne.
Bradley Macnee
Bradley Macnee
Senior Software Engineer

Bradley Macnee

Senior Software Engineer
Previously a senior software engineer on the platform team at Recurly, a subscription billing platform. Before that, Brad worked as a senior architect for Fanatics, Inc. and a backend engineer for SpotX, Inc. Brad’s work has primarily focused on building scalable, safe, and performant backend end systems that have driven credit card processing, ecommerce platforms, and real time programmatic advertising markets.
Dave Brudner
Dave Brudner
Senior Software Engineer

Dave Brudner

Senior Software Engineer
Front-end focused software engineer with experience building web apps and client-side SDKs in the insurance and fintech industries at companies including Pinnacol Assurance, Recurly, and Principal Financial Group.
Michael Van Der Linden
Michael Van Der Linden
Software Engineer

Michael Van Der Linden

Software Engineer
Previously Field Consultant at Ab Initio, an industry-leading provider of enterprise data-processing applications. There, Michael focused on building custom, scalable, high-performance applications on site for mature clients with complex business requirements.
Christopher Jones
Christopher Jones
Software Engineer

Christopher Jones

Software Engineer

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.

Jeremy Smith
Jeremy Smith
Software Engineer

Jeremy Smith

Software Engineer

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.

David Fritsch
David Fritsch
QA Automation Engineer

David Fritsch

QA Automation Engineer

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.

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