Industry Experts You Can Trust
Bringing you over 200 years of combined wealth advisory, financial planning, real estate, venture capital, and private equity experience.
Our Leadership's Focus
We are dedicated to our investors and operate by these core principles
Income
Generation
Attractive Risk
Adjusted Returns
Curated
Access
Communication
& Transparency
Meet Our Skilled Team of Leaders
Our executive leadership team spent their first careers at some of the largest financial institutions in the world, working globally to lead teams of institutional risk managers and traders. We bring this Wall St. trained risk management expertise to every decision we make in every asset class, and complement it with a commitment to client service and reporting.
Ballast Rock Asset Management Leadership Team
Thomas Carroll
Founder & CEO
Simon O'Shea
Co-Founder & CIO
Ian Garcia
Co-Founder & COO Sunbelt Funds
Mike Schmansky
Chief Financial Officer
Nate Lewis
Co-Founder & General Counsel
Ballast Rock Asset Management Team
Brad St. Onge
Director of Investor Support
Jana Carroll
Foundation Director
Steve Ponce
Corporate Controller
Sarah Spence Morgan
Director of Human Resources
Lauren Niziol
Accounting & Human Resources
Kyle Fitzgerald
Investment Director
Davis Leath
Investment Analyst
Max Jackson
Managing Director - Private Credit Portfolio Manager
Juan Pablo Novoa
Director of Digital Engagement
Acronym Venture Capital Team
Joshua B. Siegel
General Partner
Mat Kaliski
Principal
Sunbelt Properties Leadership Team
Danielle Miner
Co-Founder & CEO Sunbelt Properties
Rachel Knight
SC/NC Regional Manager
Sabine Thompson
AL/GA Regional Manager
Every big or small action helps advance the cause.
The Ballast Rock Foundation was established by the Ballast Rock team to help alleviate housing insecurity and educational inequality in all its forms. The Ballast Rock Foundation provides a vehicle to engage our employees and investors in giving back by working closely with our carefully selected charitable partner organizations that help us fulfill this mission.