David sits on the boards of José Andrés Group, Noodle, WTHN and SHUAA GMC, asset management board (a UAE independent bank). He has sat on the boards of CAVA, OrderGroove, Urbanstems and Framebridge. Additionally, he sits on the Board of Trustees for the Earl Monroe New Renaissance School, a Charter school located in the Bronx, NY.

Prior to joining SWaN, David covered the consumer and retail industries as an equity research analyst at Salomon Brothers, Citigroup, Bank of America Securities and Janney Montgomery Scott, for nearly two decades. His in-depth understanding and insights into the world’s largest retailers, including WalMart, Home Depot and Best Buy, has led him to become an industry expert. He is a sought-after resource to many large U.S. retailers and media outlets.

In 2001, David joined Andor Capital, where he built and led its consumer team. Andor Capital was one of the largest long/short hedge funds at the time with over $10B in AUM.

David previously served on the board of Seeds of Peace, a conflict resolution organization that leads various cross cultural initiatives, including an annual summer experience in Maine where Israelis, Palestinians, Egyptians, Jordanians, Afghani, Indian and Pakistani teenagers are brought together to foster cultural and religious understandings of their respective worlds. Prior to Wall Street, he was a franchisee of I Can’t Believe It’s Yogurt in New York City. He was also an analyst in the M&A department at Lehman Brothers following his undergraduate studies.

David earned a Bachelor of Science in Hotel Administration from Cornell University and an MBA from the Fuqua School of Business at Duke University.

Nick focuses primarily on portfolio management, sourcing and structuring investment opportunities, coordinating deal flow and due diligence, overseeing SWaN’s internal operations and serves as the primary fund liaison to portfolio companies and LPs. He sits on the boards of Sugar23, Mindshow and Wellspring, and is an active board advisor to José Andrés Group and DuraStat.

Additionally, Nick is a Partner of the American Bike Ride, a non-competitive bicycling event series that currently hosts annual, non-competitive rides annually in iconic U.S. cities including Washington, D.C., Philadelphia, and Dallas. Prior to joining SWaN, he took a lead role in redeveloping a local café in Leesburg, VA called Shoe’s Cup & Cork, where he continues to serve as Partner.

Nick received a Bachelor of Science in Finance from Lehigh University through the Integrated Business and Engineering (IBE) Honors Program.

Nick and his wife, Cynthia, live in Ashburn, VA and have one daughter.

Aaron focuses on sourcing and structuring investment opportunities across all core consumer verticals, as well as KPI reporting for active portfolio companies and oversees fund valuations. A focused data science practitioner, Aaron has helped numerous portfolio companies establish and enhance reporting processes, streamlining operations and investor communications. Today, he is actively involved in strategy, FP&A, fundraising, and Board of Directors operations for the following companies: Noodle, UrbanStems, BigTeams, and CaaStle.

Prior to joining SWaN, Aaron was an Analyst at Grace Matthews, a middle-market investment bank based in Milwaukee, Wisconsin, where he was a primary team member on numerous M&A advisory engagements totaling over $600 million in aggregate transaction value.

Aaron received a Bachelor of Business Administration in Finance along with a Bachelor of Arts in Communication Science and Rhetoric from the University of Wisconsin – Madison.

Aaron and his wife, Ainsley, have two children.

Khaled holds a Bachelor of Science in Finance and a Master’s of Science in Business Analytics from Wake Forest University, where he graduated with Cum Laude honors.

Max focuses on vetting new deals, research, due diligence, and capital allocation. He helps portfolio companies create more value for SWaN by applying a value investment framework, analyzing not only the qualitative elements and perceived market values, but also company intrinsic values based on fundamental financials and cash flows.

Max also manages a debt/equity portfolio for SWaN Investors.

Max received a Bachelor of Arts degree in Political Science from Lehigh University.

Prior to joining SWaN, Percy was a Senior Quant at Constellation Energy, working on pricing energy derivatives.

Percy received a Bachelor of Science degree from Lehigh University and a Doctor of Philosophy degree in Applied Math and Statistics from Johns Hopkins University.

Sally is a seasoned accountant with over 16 years of experience servicing various private equity and venture capital firms’ fund operations at small and large organizations. Prior to joining the SWaN team, she was an Assistant Controller at Aduro Advisors and VMS Fund Administration, where she led fund accounting and reporting, along with investor relations for multiple clients. She was also an Associate at J.P. Morgan Asset Management and was responsible for the financial reporting for multi-billion dollar alternative investment funds.

Sally received her Bachelor of Science in Accounting from Bentley University.

Parsa assists in driving value and FP&A of existing portfolio companies, research and due diligence of new investments and supporting the funds’ operations.

Prior to joining SWaN, Parsa took a critical role in leading the Business Development and Financials of American Bike Ride, previously Capital Sports Ventures, where he continues to support in its’ growth.

Parsa received a Bachelor of Science degree in Business Management with the focus track of Entrepreneurship, Innovation, and Technology as well as a minor in International Business from Virginia Tech.

David currently serves on the boards of Big Teams and CAVA.

Previously, David spent 12 years in numerous senior executive positions at NEW Corp. (“NEW”), now NEWAsurion. As NEW’s Senior Vice President, Chief Financial Officer, and Chief Operating Officer, he was responsible for every aspect of the company’s financial and operational support functions.

David led the corporate development, strategy, planning, budgeting, analytics and reporting, as well as its customer service and information technology functions. He led multiple merger, acquisition and recapitalization transactions during his tenure at NEW.

Prior to NEW, David served as Chief Financial Officer at worldweb.net, where he successfully led the sale of the company in early 2001. Before joining worldweb.net, he was the Executive Vice President, Chief Financial Officer and Treasurer of Best Software, Inc., a leading provider of business application software solutions, for which he successfully managed the company’s initial public offering. He was also a certified public accountant at Deloitte.

David received his BS in accounting from Arizona State University.

Alex currently is an active board advisor for CaaStle. Additionally, he sits on the board of Evereve, a mid-West based Ladies Apparel brand.

Previously, Alex spent 5 years as Investment Director at LTG Capital, sourcing and managing a portfolio of both direct and fund investments in private and public companies across the consumer sector. During his tenure, he led investments in a variety of brands including Mint Velvet, Evereve and Everyman Media Group, among others. He held several board positions across the portfolio throughout his time at LTG.

Prior to LTG, Alex was the CEO of Gordon Brothers Europe, where he established the brand in Europe and worked with several leading retailers, providing investment capital as well as rapid solutions and reliable outcomes for clients at all points in the business lifecycle. He also served on the Global leadership team of Gordon Brothers Group.

Earlier in his career, Alex co-founded Specialty Retail Group with his brother in the early 1980’s. As co-CEO, he led all aspects of the company’s strategic development and future planning as well as hiring senior talent across finance and operations. The company grew to be one of the largest menswear retailers in the U.K. under three brands: Suits You, Racing Green and Young’s Hire. During his tenure, he was involved in a number of trade associations including spending several years on the British Council of Shopping Centres. The company was sold to a U.K. private equity fund in late 2005.

Alex is a trustee of the Rabbi Lord Sacks Legacy Trust.

Alex received a BA in Accounting and Finance from University of London.

Outside of work, Marie enjoys farming, visiting local wineries, and enjoying the peacefulness of the country with her husband and cats.

Theresa enjoys spending quality time with her family and DIY projects.

From 2002 to 2014 Gene served as the Assistant Controller NEW Corp (now NEW/Asurion Corp) managing daily accounting operations, annual audits and internal reporting. After leaving NEW/Asurion, he served as the Assistant Controller at Melina Health care from 2014 to 2018.

Gene received a BS in Business Administrations and Accounting from Shepherd University in 1992.

Prior to joining SWaN, Nee-Nee worked at NEW Corp. (now NEWAsurion Corp.) for over 20 years in various positions within the Claims Payables and Finance Departments.

After moving to Northern Virginia in 1998, Anthony worked at Bowman Consulting Group as their IT Manager for 6 years. He transitioned to directing Technology at a local church and consulted many churches worldwide for 19 years. He has extensive experience in Network Design, Infrastructure Management, CRM Systems, and Volunteer management.

Anthony enjoys traveling with his wife and three children. He is a foodie and loves cooking in his pastime.