Our diverse team of investment professionals understands your mission-critical initiatives and works hard to build results. We are dedicated to hearing the whole story and being a partner in your business future.
Richard C. Bollinger, CPA / 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 San Diego 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, one of the Big Four accounting firms, where he planned and performed year-end financial audits for privately held and publicly traded companies. Richard graduated from Southern Methodist University with a BBA in Accounting, and he is a CPA.
Peter Washington / Senior Associate
Mr. Washington joined CAPX Partners in June 2009 and assists with investment underwriting, portfolio management and administration. Prior to CapX, Mr. Washington served within the commercial lending and institutional sales divisions at the Northern Trust Company. Prior to Northern Trust, Mr. Washington served as a High Grade/High Yield analyst for Banc of America Securities in New York, NY. Mr. Washington received his MBA with concentrations in accounting, finance, and strategy from the Chicago Booth School of Business and graduated magna com laude from Florida A&M University with a B.A. in Business Administration.
Bryan Rozum / Senior Associate
Bryan joined CapX Partners in August 2010 and assists with investment underwriting, portfolio management and administration. Prior to joining CapX, Bryan served as a Loan Officer within the commercial lending division at The PrivateBank. Prior to The PrivateBank, Bryan served as a commercial loan originations analyst at Prudential Mortgage Capital Company. Bryan passed the Level II CFA Exam in June 2010 and will sit for the Level III Exam in June 2011. Bryan earned a bachelor's degree in Finance from the University of Illinois at Urbana-Champaign.
Angie joined CapX in 2008 as Controller and is responsible for all financial reporting and compliance of the funds. Before 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 Accounting Manager at Trading Technologies, Inc, a financial services company software provider. Angie is a CPA and member of the Illinois CPA Society. She earned her Bachelor of Science in Accounting from Purdue University and her MBA at Northwestern University's Kellogg School of Management.
Claudia Loza / 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 company operation and day activity for 80 plus people. Before WR-C, Claudia was Office Manager for Iris Krieg and Associates (IKA), provider of individualized professional services in the processes of giving and philanthropy.
Claudia is currently pursuing her Bachelor of Science in Commerce at DePaul University.
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 San Diego 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, one of the Big Four accounting firms, where he planned and performed year-end financial audits for privately held and publicly traded companies. Richard graduated from Southern Methodist University with a BBA in Accounting, and he is a CPA.
Mr. Washington joined CAPX Partners in June 2009 and assists with investment underwriting, portfolio management and administration. Prior to CapX, Mr. Washington served within the commercial lending and institutional sales divisions at the Northern Trust Company. Prior to Northern Trust, Mr. Washington served as a High Grade/High Yield analyst for Banc of America Securities in New York, NY. Mr. Washington received his MBA with concentrations in accounting, finance, and strategy from the Chicago Booth School of Business and graduated magna com laude from Florida A&M University with a B.A. in Business Administration.
Bryan joined CapX Partners in August 2010 and assists with investment underwriting, portfolio management and administration. Prior to joining CapX, Bryan served as a Loan Officer within the commercial lending division at The PrivateBank. Prior to The PrivateBank, Bryan served as a commercial loan originations analyst at Prudential Mortgage Capital Company. Bryan passed the Level II CFA Exam in June 2010 and will sit for the Level III Exam in June 2011. Bryan earned a bachelor's degree in Finance from the University of Illinois at Urbana-Champaign.
Angie joined CapX in 2008 as Controller and is responsible for all financial reporting and compliance of the funds. Before 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 Accounting Manager at Trading Technologies, Inc, a financial services company software provider. Angie is a CPA and member of the Illinois CPA Society. She earned her Bachelor of Science in Accounting from Purdue University and her MBA at Northwestern University's Kellogg School of Management.