Meet the Team

Center Leadership Team


Mark Anderegg

Adjunct Professor of Business Administration

Mark brings to Tuck 15 years of private equity experience, with a focus on micro cap investing. He is co-founder of Newbury Franklin, a holding company that acquires and builds recurring revenue businesses with an extremely long-term orientation.

Mark is also Chairman of Little Sprouts, a Massachusetts-based provider of early education centers, which he led the acquisition of in 2012 via a search fund. What started as a local business with 16 locations in the Boston area grew to become the largest private preschool company in New England during Mark’s 6-year tenure as CEO. Little Sprouts now operates three brands across four states.

Mark is an active investor and serves on multiple private company boards in the search fund ecosystem. He was previously Faculty Associate in the Kellogg Innovation & Entrepreneurship Initiative, where he continues to advise and mentor on the subject of Entrepreneurship Through Acquisition.

Earlier in his career, Mark was an investment banker with Goldman Sachs, first in New York and later in Chicago. He subsequently worked as a private equity investor with Chicago Growth Partners, a middle-market buyout fund.

Mark received a B.A. in Economics from Vanderbilt University and an M.B.A. from the Kellogg School of Management at Northwestern University.

Philip J. Ferneau D’84, T’96

Adjunct Professor of Business Administration

Areas of expertise: Venture capital, entrepreneurship

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Jim Feuille D’79

Adjunct Professor; Faculty Adviser, Center for Private Equity and Venture Capital

Jim brings to Tuck 35 years of experience in the equity capital markets including the past 16 years as a highly accomplished principal investor in private equity at Crosslink Capital. Jim’s investment focus areas at Crosslink have included enterprise software/SaaS, internet digital media and consumer services, analytics, advertising technologies, and financial technology. Jim has led Crosslink’s investments in four companies which achieved multi-billion market cap exits—Omniture (NASDAQ: OMTR, IPO 2006, acquired by Adobe 2009 for $1.8B), (NASDAQ: ACOM, IPO 2009, acquired by Permira 2012 for $1.6B), Pandora (NYSE: P, IPO 2011, average market cap at fund exit $5.5B), and Coupa (NASDAQ: COUP, IPO 2016, current market cap $2.6B). Jim’s current board seats for Crosslink include Personal Capital, Chime, Reltio, Gain Credit, Zebit, and Devon Way. In addition, Jim is Crosslink’s board observer for SilkRoad and Zoosk.

Prior to joining Crosslink, Jim’s professional experience included positions as Global Head of Technology investment banking at UBS, Chief Operating Officer at Volpe Brown Whelan & Company, and Head of Technology Investment Banking at Robertson Stephens.

Jim received an A.B. in Chemistry from Dartmouth College, a J.D. from the Stanford University Law School, and an M.B.A. from the Stanford University Graduate School of Business.

Gordon Phillips

Laurence F. Whittemore Professor of Business Administration; Professor of Finance

Gordon Phillips is the Laurence F. Whittemore Professor of Business Administration and a professor of finance. He teaches the 2nd year course Venture Capital and Private Equity and specializes in private equity, mergers, and the impact of financial decisions on firms' strategic decisions. He is a faculty advisor at the Center for Private Equity and Venture Capital, where he was the faculty director for 5 years, reorganizing and helping to expand the previously named Center for Private Equity. He is also a research associate at the National Bureau of Economic Research (NBER) and a visiting research professor at Tsinghua University in Beijing. He previously taught at the University of Southern California and the University of Maryland. He has been a visiting professor at Duke University, HEC Paris, Insead, MIT, and Southern Mediterranean University. He received his MA and Ph.D. from Harvard University and his undergraduate degree from Northwestern University. His areas of research include corporate finance and how financial decisions impact firms' strategic decisions, and contracting in financial markets. His work in corporate finance includes studies of private equity issuance, capital structure, Chapter 11 bankruptcy, how leverage buyouts and other forms of high debt influence a firms' and rivals' investment decisions.

Recent research published in the Journal of Political Economy and the Review of Financial Studies has been on applying computational linguistics to firm financial statements to analyze merger synergies, dividends and product market competition. Research published in the Journal of Finance has been on real and financial booms and busts and mergers and acquisitions and how firms organize across multiple markets. He recently presented the keynote address on PIPEs (private investment in public equity) to an audience of executives and finance professionals. He has served as an associate editor at The Review of Financial Studies and The Journal of Corporate Finance.

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Nick Russell D’00, T’10

Adjunct Assistant Professor, Private Investments

Nick Russell has twenty years of experience as an investor, advisor, strategist and occasional operator.  The entirety of his career has been focused on helping engineering-driven product and service companies across a range of sectors succeed and generate shareholder value.  He began his career as a strategy consultant focused on corporate venture formation and growth strategy, as well as complex operational improvement engagements. For the last fifteen years, Mr. Russell has focused on leading control buyout investments in middle and lower-middle market companies, and working closely with portfolio companies and their leaders to develop and execute growth and other improvement initiatives.  Mr. Russell joined Tuckerman Capital in 2010. He has been a Board Director and has led several Tuckerman investments. He is responsible for all facets of the firm’s efforts including business development and partnership origination, investment execution, portfolio management, investor facing activities, and internal firm operations.

Mr. Russell received his bachelor’s degree from Dartmouth College and his MBA from the Tuck School at Dartmouth.  He teaches an MBA course on private investments in small and middle market companies at the Tuck School and is a frequent speaker on small company buyout investing, particularly addressing the emerging ecosystem surrounding independent private equity sponsors.  

Morten Sorensen

Associate Professor of Finance; Paul E. Raether T'73 Faculty Fellow

Professor Sorensen conducts research in the areas of entrepreneurial finance, venture capital, and private equity and focuses on understanding the behavior, performance, and economic effects of venture capital and private equity in individual transactions and in the broader economy. His studies have investigated the risks, returns, and illiquidity inherent in venture capital, private equity, and other alternative investments; the effects of private equity and venture capital investments on individual companies and for industries; and the role of management in venture capital and buyout deals. His research has been presented at numerous universities and conferences, has been featured in the Wall Street Journal, New York Times, Financial Times, Bloomberg, CNBC, and BusinessWeek, and has been published in leading academic journals.

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Executive Advisors

Josh Lewis

Executive in Residence

Josh is Founder and Managing Partner of Salmon River Capital (SRC), a specialized VC/PE firm with a focus on the human capital/education and fin-tech sectors. SRC recently completed the sale of its portfolio, realizing industry leading returns over the 20 year life of the firm.

Prior to SRC, Josh was a partner of Warburg, Pincus, where he began his investing career, and Forstmann Little.  

Summed over his 30 year career Josh has been actively involved in over 30 enterprises, private and publicly traded, for-profit and non-. He has been centrally involved in the deployment of $450 million of equity capital, producing realized returns of c. $2.5 billion, with very infrequent capital loss.  Josh’s work has ranged from the enterprise that pioneered quality online education to category defining fin-tech enterprises to the social enterprise that re-invented K12 principal training and remains a leader in the education reform movement.

Josh holds a BA summa cum laude from Princeton (’84) and a PhD from Oxford (’89). His interests range from education reform and the future of work to sports involving bicycles, backcountry skis and whitewater kayaks. He is a Fellow of the Royal Geographical Society and a Member of the American Alpine Club.

Josh is married to Tess Lewis, an essayist and literary translator. They divide their time between the Upper Valley and the New York area.

James Socas

Executive in Residence

James Socas is a Managing Director at Blackstone focused on software industry control, growth and structured equity investments. He has more than twenty-five years of experience as an investor, advisor, board member and executive. Before joining Blackstone, Mr. Socas was co-Managing Partner of Updata, a boutique growth equity firm focused on the software industry which he helped to turnaround and raise its first new fund in nine years. He earlier served as a Managing Director at Credit Suisse First Boston and Donaldson, Lufkin & Jenrette, providing mergers & acquisitions and capital raising advice to companies in the global software industry. He later joined the senior management team of one of his investment banking clients, Symantec, as Head of Corporate Development, leading its acquisitions, strategic alliances, and corporate venture investing, including creating a successful joint venture in China. Mr. Socas’ non-profit board service includes Island Press (the leading non-profit publisher on sustainability and the environment), the board of trustees of the Potomac School, the Board of Corrections of the Commonwealth of Virginia, and the New America Alliance of diverse business leaders. His writing has been published in regional and national newspapers and trade industry journals. He is an honors graduate of the University of Virginia and a graduate of Harvard Business School. He and his wife currently have two children at Dartmouth, and one who graduated from the University of Pennsylvania.

Stephen Vicinelli

Executive in Residence

Stephen is a Vice President of Impact Investments at Social Finance, where he leads the design and implementation of impact-first investment solutions.

Previously, Stephen served as Deputy Chief Investment Officer for TIFF Investment Management, a provider of investment solutions to the nonprofit community. Stephen was a member of TIFF’s management committee and a member of the firm’s investment committee. He also spent 15 years leading TIFF’s private investment program, raising 25 private funds with roughly $2.5 billion of capital on behalf of nonprofit investors. Stephen served on the advisory boards of over 20 private investment managers.

Prior to joining TIFF, Stephen spent ten years at Morgan Stanley, where he held positions in the firm’s mergers and acquisitions, technology corporate finance, and realty advisory practices. For nine of those years he was based in London, where he had significant exposure to the global private equity community as an advisor, underwriter, and co-investor. Before joining Morgan Stanley, Stephen was employed by the investment banking division of Donaldson, Lufkin & Jenrette in the firm’s New York and Dallas offices. He serves as a member of the investment committee for The Hotchkiss School and as a council member of the Tuck Center for Private Equity and Venture Capital.

Stephen obtained his AB in History from Dartmouth College and received his MBA from Columbia Business School.


Mitali Agarwal T’23

2023 CPEVC Fellow

Hometown: Kanpur, India

Education: IIT, India

Previous Employer(s): American Express

Summer 2022 Employer: EY-Parthenon

Career Interest and Goals: To contribute to the Indian startup ecosystem in a meaningful way.

Personal Interests: Mentorship, Reading

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Sophia Donovan T’23

2023 CPEVC Fellow

Hometown: Corning, NY

Education: B.S. Astrophysics

Previous Employer(s): Capgemini Government Solutions, NASA Goddard Space Flight Center

Summer 2022 Employer: Amazon

Career Interest and Goals: Climate Tech, specifically interested in start-ups focused on solutions that accelerate the growth of clean energy generation and use in developing countries. Hoping to leverage experience in the start-up space into working for a climate & impact-focused VC firm in the medium-term future.

Personal Interests: Horseback riding, scuba diving, hockey, backpacking, and ceramics.

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Julia Goldman T’23

2023 CPEVC Fellow

Hometown: New Rochelle, NY

Education: Connecticut College

Previous Employer(s): Owl's Brew & Brew Lab Tea, Hall, Chew (food startups focused on innovation)

Summer 2022 Employer: Bain & Company

Career Interest and Goals: Early stage investing, sustainable food & agriculture, consumer products, supporting start-ups navigating fundraising

Personal Interests: Cooking, hiking, visiting new cities

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Kartik Gulati T’23

2023 CPEVC Fellow

Hometown: Noida, India

Education: B.S in Physics from Ramjas College, Delhi University, Young India Fellowship at Ashoka University

Previous Employer(s): Monitor Deloitte, ReNew Power

Summer 2022 Employer: L.E.K Consulting

Career Interest and Goals: Investing in clean energy development, R&D, and policy advocacy with a laser focus on building resiliency and flexibility in the grid and improving access to cheap energy while removing carbon from the atmosphere.

Personal Interests: Global affairs, Philosophy, Soccer (Manchester United), Hiking

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Akshay Kabra T’23

2023 CPEVC Fellow

Hometown: Indore, India

Education: University of Mumbai

Previous Employer(s): Unilever

Summer 2022 Employer: L.E.K. Consulting

Career Interest and Goals: Growth capital for companies in emerging economies

Personal Interests: Cooking, video games, politics, and Liverpool Football Club (YNWA!)

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Geet Kalra T’23

2023 CPEVC Fellow

Hometown: Hanover

Education: BITS Pilani

Previous Employer(s): Yunus Social Business and Nomura

Summer 2022 Employer: AENU and Simon-Kucher & Partners

Career Interest and Goals: Impact Venture Capital

Personal Interests: All things ESG & Impact, VC in Emerging Markets, Startups, Technology, Bhangra

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Chloe Kempf T’23

2023 CPEVC Fellow

Hometown: Laguna Hills, CA

Education: Brown University, University of Southern California (MBT)

Previous Employer(s): PwC

Summer 2022 Employer: McKinsey & Company

Career Interest and Goals: I plan to use the skills I develop as a consultant along with my finance & accounting background to work with early stage & venture backed companies whether through a role at a venture capital fund or by working at an early state start up.

Personal Interests: Baking gluten free treats, reading mystery & fantasy novels, swimming & stand up paddling in the Connecticut River, skiing at Stowe & Killington

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Dennis Kennelly T’23

2023 CPEVC Fellow

Hometown: Rye

Education: Amherst College

Previous Employer(s): Guggenheim Partners, Anthony G. Ferry Electrical Contractors

Summer 2022 Employer: Hines

Career Interest and Goals: construction / prop-tech, entrepreneurship, real estate

Personal Interests: Creative Writing, Alternative Rock, NY Rangers

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Rishika Lekhadia T’23

2023 CPEVC Fellow

Hometown: Mumbai, India

Education: LLB, National University of Juridical Sciences, India

Previous Employer(s): Khaitan & Co (Law Firm), Mintifi (Fintech), Credenc (Fintech)

Summer 2022 Employer: J.P. Morgan

Career Interest and Goals: Tech investments, late-stage venture capital and growth equity

Personal Interests: Chess, running, hiking, baking, legal tech and crypto nerd

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Bharati Manandhar T’23

2023 CPEVC Fellow

Hometown: Kathmandu, Nepal

Education: BA, Mount Holyoke College

Previous Employer: Impendi Analytics

Summer 2022 Employer: Meta

Career Interest and Goals: Product, Marketing and Strategy in Tech

Personal Interests: Skiing, podcasts, tennis

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Theresa McCartney T’23

2023 CPEVC Fellow

Hometown: Hopewell Junction, NY

Education: BS from NYU's Stern School of Business

Previous Employer(s): BlackRock, Wise

Summer 2022 Employer: Gusto

Career Interest and Goals: I'm interested in pursuing a career in venture capital with a specific focus on fintech or climate tech

Personal Interests: Hiking, swimming, cooking, music

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Julia Megson T’23

2023 CPEVC Fellow

Hometown: Richmond, VA

Education: University of Vermont

Previous Employer(s): Trader Joe's, Farmigo (series B startup), self-employed consultant

Summer 2022 Employer: Block Renovation

Career Interest and Goals: Starting and working in startups to bring antiquated industries into the future. Currently starting a B2B marketplace to digitize the food supply chain. Longer term, I plan to both invest in and mentor other founders.

Personal Interests: Cooking, yoga, snowboarding, mom-ing

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John Minderman T’23


Hometown: Rockville, MD

Education: B.S. Mechanical Engineering from Georgia Tech

Previous Employer(s): MPR Associates

Summer 2022 Employer: Goldman Sachs

Career Interest and Goals: I am interested in climate finance and investing in the energy transition. In my previous job, I designed and developed zero-carbon electricity technologies and projects, and want to finance the deployment of those technologies.

Personal Interests: Husband, father, dog owner, climatetech podcast listener, hiking & camping, playing guitar & bass

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Joanna Morgan T’23

2023 CPEVC Fellow

Hometown: Washington, DC

Education: University of Virginia

Previous Employer(s): Accenture

Summer 2022 Employer: American Express

Career Interest and Goals: Strategy & Ops roles at FinTech companies

Personal Interests: Cooking, Ceramics, Hiking, Floral Design, Contemporary Fiction

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Grant Nishioka T’23

2023 CPEVC Fellow

Hometown: Wayland, MA

Education: Middlebury College (BA in Psychology & Spanish)

Previous Employer(s): Daily Table, C&S Wholesale Grocers

Summer 2022 Employer: Trailhead Capital (venture capital)

Career Interest and Goals: I am passionate about the many opportunities to improve our food system, particularly in relation to food security, waste reduction and sustainability. My primary career interests are growth stage startups, venture capital and portfolio operations.

Personal Interests: Skiing (primarily freestyle and backcountry), baseball, softball, reading, hiking, solo stoves with friends

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Dan Nulton T’23

2023 CPEVC Fellow

Hometown: Franklin, MA

Education: Dartmouth College

Previous Employer(s): Boston University Investment Office; Cambridge Associates

Summer 2022 Employer: J.P. Morgan Private Bank

Career Interest and Goals: Having enjoyed the allocator seat in my time prior to Tuck, I'm looking to reengage as an LP, most likely either at an endowment, foundation, or fund-of-funds. I've witnessed firsthand the positive impact that prudent investment decisions can make on behalf of non-profit stakeholders, and I plan to pursue mission-driven initiatives in both professional and personal lives.

Personal Interests: Trombone, Golf, Skiing, Fantasy Football, Dungeons & Dragons

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Jack O’Donnell T’23

2023 CPEVC Fellow

Hometown: Baltimore, Maryland

Education: Georgetown University, 2015

Previous Employer(s): Oracle, McChrystal Group

Summer 2022 Employer: Pacific Lake Partners, TaskRay

Career Interest and Goals: To find, acquire, and lead a great business in North America through the entrepreneurship through acquisition model.

Personal Interests: Traveling, skiing, reading, leadership, Tar Heels Basketball

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Aadyaa Pandey T’23

2023 CPEVC Fellow

Hometown: Kathmandu, Nepal

Education: B.Sc. Economics

Previous Employer(s): Royal Mountain Group of Companies; PwC India

Summer 2022 Employer: Danaher

Career Interest and Goals: General Management and Sustainability

Personal Interests: Reading non-fiction, reflective writing, nature walks

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Lena Rice T’23

2023 CPEVC Fellow

Hometown: Philadelphia, PA

Education: Bachelor of Arts in Psychology and French

Previous Employer(s): The Advisory Board Company, Optum

Summer 2022 Employer: Thirty Madison

Career Interest and Goals: Digital health and health equity-focused companies (both early-stage and later-stage), healthcare venture capital

Personal Interests: Squash, cooking, running, yoga, hiking, skiing

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Abigail Rohman T’23

2023 CPEVC Fellow

Hometown: Larchmont, NY

Education: Dartmouth College

Previous Employer(s): Iora Health, EY-Parthenon, Kx Advisors

Summer 2022 Employer: UPMC Enterprises

Career Interest and Goals: I'm interested in the complexities healthcare and creative ways to create value and improve outcomes. My passion lies primarily in women’s health and wellness, specifically women’s sexual health. I hope to invest in or work in women's healthcare companies.

Personal Interests: Road Biking, Telemark Skiing, Sailing, Podcasts, Cooking

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Andres Sada Zambrano T’23

2023 CPEVC Fellow

Hometown: Monterrey, Mexico

Education: Mechanical Engineering, UT-Austin

Previous Employer(s): Kinedu (ed-tech Startup), Boston Consulting Group, Cummins Inc

Summer 2022 Employer: Google

Career Interest and Goals: Venture Capital and Entrepreneurship

Personal Interests: Snowboarding, Hockey, Piano, Cooking

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Michael Sanduski T’23

2023 CPEVC Fellow

Hometown: Pleasantville, NY

Education: BA, Hunter College; MPA, Harvard Kennedy School; MBA, Tuck School of Business

Previous Employer(s): Citigroup, Aura Financial

Summer 2022 Employer: Hines: Intelligent Real Estate Investments

Career Interest and Goals: I am deeply passionate about leveraging private capital to make real estate and the built environment better serve our society. From tackling out of control housing costs to reducing the 38 percent of global carbon emissions that buildings produce, there is an enormous investment opportunity in finding better ways to develop and redevelop our built environment. Upon graduating from Tuck, I hope to pursue an acquisitions and development role at a global leader in real assets where I might continue to fulfill this mission.

Personal Interests: Scuba diving, bread baking, vinyasa yoga, presidential biographies, state and local politics

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Weilin Wu T’23

2023 CPEVC Fellow

Hometown: China

Education: MBA

Previous Employer(s): Plutus VC, Ether Capital

Summer 2022 Employer: Barclays

Career Interest and Goals: Career Interest: Private Equity, Venture Capital, TMT investments
Goals: Run my own investment firm in China & U.S.

Personal Interests: Hiking, Cooking

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Sherry Yang T’23

2023 CPEVC Fellow

Hometown: Toronto, Canada

Education: Bachelors and Masters at McMaster University (Canada)

Previous Employer(s): Merus Labs, IQVIA, Canopy Growth

Summer 2022 Employer: JP Morgan

Career Interest and Goals: Interested in pursuing a career in early-stage healthcare investing (VC), particularly in biotech.

Personal Interests: SLove travelling, baking, drawing, dancing and playing the ukulele

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Charley Yu T’23

2023 CPEVC Fellow

Hometown: Philadelphia, PA

Education: New York University

Previous Employer(s): Mercer, Accenture, PwC

Summer 2022 Employer: Bank of America

Career Interest and Goals: Short-term, I hope to continue my role as an investment banking associate and reach higher ranks in subsequent years. I also want to continue pushing forward in my entrepreneurial endeavors, which includes a candy-brand and a skin-care brand.

Personal Interests: Volunteering, DEI, Consumer Products, Social Impact, EdTech

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