Douglas J. Free
Douglas Free manages Clearwell Group, a family office advisory business based in Tampa, Florida. Clearwell Group facilitates strong family cultures through investment management, estate planning, philanthropic advisory and family business management. Clearwell Group’s investment mandate includes Read More >>>
Ryan D. Cortner
Ryan Cortner is a Partner at Clearwell Group. Prior to joining Clearwell Group, Mr. Cortner was a Vice President at Westshore Capital Partners where he was responsible for sourcing and analysis of investment opportunities, managing prospects through closing, and monitoring portfolio companies for owner Read More >>>
Mary G. Bruder
Mary is the Office Manager at Clearwell Group. Mary is also Treasurer and Editor for University Community Ministries, an outreach ministry for homeless, elderly and youth in the Tampa Bay Area, where she was responsible for accounting, budget preparation and strategic planning. Prior to joining University Community Read More >>>
Daniel F. Rohrdanz
Danny Rohrdanz is the Platform Associate at Clearwell Group. Danny is responsible for the philanthropy platform at Clearwell in an advisory and management role. He oversees the grantee review process, grant management, and non-profit and ministry relationships. Additionally, he oversees marketing and Read More >>>
Tyler B. Franz
Tyler Franz is a Senior Associate at Clearwell Group. Prior to joining Clearwell Group, Mr. Franz previously worked with Ballast Point Ventures as a Senior Associate, where he was responsible for sourcing and analysis of growth equity investment opportunities, conducting due diligence on Read More >>>
William J. Boer, Grey Dunes
Since founding Grey Dunes in 2005, Bill Boer has been guide to numerous families seeking to build or enhance their family offices. His wide range of experience in family office management give him unique insight into the family office business. A graduate of Calvin College with a B.A. in Economics, Boer went on to earn an M.B.A. with honors in Finance and Strategic Planning from the University of Southern California, as well as an M.S. in Higher Education from Indiana University. Boer previously served as vice president for administration and finance at Calvin College, president of Michigan National Bank, Grand Rapids, and chief operating officer of RDV Corporation, the Richard M. DeVos family office. Read More >>
Drew Graham, Ballast Point Ventures
Prior to co-founding Ballast Point Ventures in 2001, Drew spent six years at South Atlantic Venture Funds. Drew joined South Atlantic in 1995 and was a Principal and General Partner in South Atlantic Ventures Funds III and IV. He has invested in numerous private growth companies across several industries, including healthcare, software, business services, communications and consumer. Drew began his private equity career with the Merchant Banking Division of Morgan Stanley & Co., Inc. in New York and also worked as a management consultant at the Parthenon Group in Boston. Read More >>
Robert Collins, NATIONAL CHRISTIAN FOUNDATION
Bob brings a diverse set of gifts, expertise, and experience to NCF, having enjoyed a successful 30+ year career in finance, including as Managing Director and Co-CIO of Goldman Sachs Asset Management in London, where he led a 54-person team responsible for investing $36 billion in European and global portfolios. Prior to his current role, Bob was President of the NCF office in Tampa Bay for 14 years. Under his leadership, Tampa Bay’s total giving rose to over $350 million. Bob and his wife, Tricia, have five adult children and one grandchild. He takes great joy from inspiring and encouraging business owners and families to greater generosity (and impact investing).
Todd Granger, Granger III & Associations, Inc.
Todd is an owner and executive of a third-generation family business, Granger III & Associates, Inc. The company specializes in collecting tomorrow’s energy through waste collection, recycling, and disposal and in creating renewable energy from landfill gas. For over 15 years, Todd has served as Granger’s Director of Investments. After gaining a firm foundation in the family business as an accountant, he started Granger’s Family Office, an in-house investing organization designed to keep the company thriving. Since its inception, the Family Office has driven exceptional growth for Granger through strategic asset management. Read More >>
Donald Burton, South Atlantic Venture Fund
Don was the founder and Managing Partner of the four South Atlantic Venture Funds founded in 1983 with $175 million under management. He is also the founder and Managing Partner of The Burton Partnerships, a partnership focused primarily on publicly traded, small capitalization value stocks. Don began his investment career as a Securities Analyst at Fidelity Management & Research Company in Boston and later joined Fidelity’s venture capital subsidiary, Fidelity Venture Associates. He then became a General Partner of Fidelity Ventures Limited, which made venture capital investments in small, rapidly growing, privately owned companies throughout the United States. Don was also a Director of the National Venture Capital Association and has served as a Trustee of The Heritage Group of Mutual Funds. He currently serves on the Board of Directors of a family of Blackrock-sponsored mutual funds. Don graduated from Yale University with a bachelor’s degree and received an MBA from the Harvard Graduate School of Business Administration.
Stewart Bertron, Murray-Bertron
Stewart has an extensive background in venture-backed startups and real estate investment. He was co-founder and served in multiple leadership roles at Tradex Technologies, Inc. from 1995 until 2000 when it was acquired by Ariba (now SAP). He served as Chairman of MF Lightwave, dba CustomCable.com until 2016 when it was acquired by Amphenol Corporation. Since 2003, Stewart has initiated and managed all of our investments in the PODS™ portable on demand storage container system. He has served on the boards of the University of Tampa, Tampa Bay Technology Forum, Young Life in Tampa and Created Women, Inc. a ministry that serves women who have been exploited by the commercial sex trade. Stewart earned a B.A. in Economics from the University of Virginia and MBA from the Kenan-Flagler School of Business at UNC-Chapel Hill.
John McRae, CNL
John McRae is chief investment officer, real estate investments for CNL Financial Group. In this role, he is responsible for all new real estate acquisition and development activity considered by CNL-sponsored real estate funds. He leads the CNL Real Estate Investment Committee and oversees all aspects of the investment process for CNL Financial Group including joint venture structuring, project financing, underwriting and sourcing investment opportunities. Over the past several years he has structured development joint ventures with project values in excess of $1 billion. Read More >>