Team Category: Finance & Operations

Steve is a partner and CFO at BPEA.

Prior to joining BPEA in 2016, Steve was Vice President/Controller of Benefit Street Partners (BSP), where he was responsible for the finance and operations activities. Prior to his work at BSP, he was the controller for Summit Partners, where he oversaw the financial reporting and valuation aspects of all of Summit’s funds. Steve began his career with Ernst & Young as an auditor specializing in the financial services industry.

Steve received a BA in accounting from the University of Massachusetts Amherst and an MBA from Boston University’s Questrom School of Business. He is also a Certified Public Accountant (inactive).

Laurie is CCO and VP of Finance at BPEA. She is responsible for all aspects of BPEA’s compliance program as well as the oversight of the firm’s cash activities and investor reporting.

Laurie has been with BPEA since the Firm’s inception in 2002. Prior to becoming VP of Finance, Laurie was a senior accountant at BPEA and was responsible for the preparation and distribution of quarterly fund financials, all daily cash transactions, and accounts payable. Laurie began her career in the venture capital/private equity industry while working toward her undergraduate degree as an assistant to the principals and the CFO of Boston Capital Ventures, a venture capital firm. During that time, Laurie assisted with the formation of BPEA. At the inception of BPEA, she was responsible for the administration and daily operations of the firm.

Laurie received a BS in business administration with a concentration in finance and an MBA from Boston University’s Questrom School of Business.

Nathan is a manager at BPEA. He monitors BPEA’s fund investments, supports accounting and finance activities, and prepares investor reporting.

Prior to joining BPEA in 2008, Nathan worked at State Street Corporation, a global industry leader in providing financial services to institutional investors, where he was responsible for managing the development of staff and operations within the international equity sector.

Nathan received a BS in kinesiology from the University of New Hampshire.

Katie is a finance assistant at BPEA. She supports the back office with finance, tax, and other operational activities.

Prior to joining BPEA in 2017, Katie was a leasing consultant for The Dolben Company, Inc., a property management company in the Boston area. In this role, her primary responsibilities were customer service, leasing and managing multifamily apartment homes, as well as various administrative duties.

Katie received a BA in psychology and sociology from Flagler College.

Lynsey is a manager at BPEA and is responsible for all investor relations activities. She also manages the tax process for the firm’s entities and provides support for foreign compliance, accounting, and finance activities.

Prior to joining BPEA in 2010, Lynsey was a project manager and executive assistant for the Denali Group based in Northern California. At the Denali Group, she had a number of responsibilities supporting the organization’s various lines of business, which included consulting, staffing, and professional outsourcing. Lynsey also spent five years as a personal assistant based in Philadelphia.

Lynsey received a BS in business and economics from Lehigh University.

Hannah is the office manager at BPEA. She manages the office and provides administrative support to team members and senior management.

Prior to joining BPEA in 2022, she was a patient coordinator at Dana-Farber Cancer Institute. In this role, she coordinated all aspects of new patient care, including operational workflow and collaborating with medical staff and support teams.

Hannah received a BS in health management and policy at the University of New Hampshire.