Professional Staff « CapX Partners

Richard C. Bollinger :: MANAGING DIRECTOR

Richard joined CapX Partners in May 2002, bringing a well-rounded depth of experience to financial accounting, taxation and portfolio management. In 2005, Richard opened up the firm’s California office, and is now responsible for business development and underwriting for the West and Southwest portions of the United States. Prior to CapX, Richard worked for KPMG, where he performed financial ...

Stephen J. Healey :: MANAGING DIRECTOR

Stephen joined CapX Partners in February 2014 and is responsible for business development in the Northeast. Steve opened the firm's Boston office and will be providing creative financing solutions to middle market companies in diverse industries. Prior to CapX, Steve was Managing Director at Full Circle Capital. He is a graduate of Harvard University and has over 20 years experience ...

Bryan P. Rozum, CFA :: DIRECTOR

Bryan joined CapX Partners in August 2010 and is responsible for business development and underwriting within the Midwestern region of the United States. Prior to joining CapX, Bryan served as a Loan Officer within the commercial lending division at The Private Bank. Prior to that, Bryan served as a commercial loan originations analyst at Prudential Mortgage Capital Company. Bryan earned ...

Peter W. Washington :: VICE PRESIDENT

Peter joined CapX Partners in June 2009 and is responsible for business development and underwriting within the Midwestern and Southeastern regions of the United States. Prior to CapX, Peter served within the commercial lending and institutional sales divisions at the Northern Trust Company. Prior to Northern Trust, Peter served as a High Grade/High Yield analyst for Banc of America ...

Ryan P. Elsass :: SENIOR ASSOCIATE

Ryan joined CapX Partners in February 2013 and is responsible for investment underwriting and portfolio management. Prior to joining CapX, Ryan worked within the alternative investment division at Goldman Sachs & Co. Prior to Goldman, Ryan was a management consultant at PricewaterhouseCoopers LLP. Ryan holds an MBA with concentrations in Economics and Finance from the University of Chicago Booth School ...

Taira E. Masciantonio :: ANALYST

Taira joined CapX Partners in April 2014 and assists with investment underwriting and portfolio management. Prior to joining CapX, Taira was an analyst for PNC Financial Services Group in the ABL financing group and prior to that, in the corporate and institutional banking program. She graduated from the University of Pittsburgh with a B.S. with a major in Finance ...

Angie R. Kuna, CPA :: DIRECTOR OF FINANCE

Angie joined CapX in 2008 as Controller and is responsible for all financial reporting and compliance of the funds. Prior to joining CapX, Angie served two years as a Financial Analyst for Merrill Lynch Capital (MLC) directly supporting the VP of Financial Reporting and Planning with MLC’s middle market loan and lease portfolios. Before joining MLC, she was an ...

Claudia Varela :: OFFICE MANAGER

Claudia joined CapX as Office Manager in 2005. Claudia works closely with the company partners, investors and staff to ensure the smooth operation of the firm’s day-to-day business. Prior to CapX, she was the Office Manager at World Relief – Chicago (WR-C), an international non-for-profit that works with refugees and immigrants from different cultural and socio-economic backgrounds, where she oversaw ...