We Go Further Together
If You Want to Go Fast, Go Alone. If You Want to Go Far, Go Together
Ms. Paulson brings extensive experience in the marketing and distribution of investment management programs. Ms. Paulson was the Chief Marketing Officer of CR Capital Group, a financial services firm that partners with business sponsors to raise capital through the development of distribution platforms that partner closely with wealth management firms across a wide array of business models and sizes. In this role, she was responsible for shaping CR Capital Group’s brand and marketing strategy including digital, research and insights functions at the firm.
Previously, Ms. Paulson was Assistant Vice President and Director of Marketing Communications at MetLife for 11 years where she led the creative and digital marketing teams for the U.S. retirement savings business. During her tenure, Ms. Paulson helped grow the company’s sales of retirement savings products from $6 billion to $28 billion. She was also the Director of Marketing Communications at Altegris where she led the marketing team for the private wealth management channel.
Ms. Paulson received a Bachelor of Arts in English from the University of California, Los Angeles.
Managing Director and Senior Legal Counsel
Mr. Shah is an attorney with expertise in financial transactions and the federal securities laws and regulations. He served as a senior regulator at the Securities and Exchange Commission as Special Counsel to Commissioner Troy Paredes and to the Director of the Division of Investment Management.
At the SEC, Mr. Shah advised on a wide range of enforcement, accounting, examination, and policymaking activities and was involved in writing new rules regulating investment advisors to implement the Dodd-Frank Financial Reform Act. He also drafted the SEC’s initial framework for the regulation of robo-advisors. Before joining the Belay team, Mr. Shah was the Chief Compliance Officer and Regulatory Counsel at Hines, a global real estate investment firm. Mr. Shah has worked as an in-house counsel at Citigroup advising on strategic acquisitions and the development and distribution of alternative investments products and before that at Merrill Lynch negotiating the structure, terms, documentation, and closing of numerous private capital investments in technology companies. He began his career in the corporate department of the New York law firm Davis Polk & Wardwell where his practice focused on capital markets, mergers & acquisitions, and investment management.
Mr. Shah has a law degree from Harvard, a Master’s degree in international relations from the Fletcher School of Law and Diplomacy at Tufts University and a Bachelor’s degree in biology and political science from Rice University.
Mr. Dooley is the Founder, Chairman, and CEO of Belay International Corporation, a private equity sponsor which leverages the specialized expertise of its Advisory Board and management team to provide operational and strategic support to its partner companies.
Throughout his career, Mr. Dooley has spearheaded international transformation initiatives, significantly contributing to the expansion and development of several prominent publicly traded companies in the global financial services sector. Notably, he served as Head of Wealth Management at MetLife Europe, Managing Director and Country Manager of The Hartford United Kingdom, and Managing Director and Partner at Crossroads Capital Group where he facilitated joint ventures with leading investment management firms across North America, Europe, and the Middle East.
Mr. Dooley also serves as Chairman of the Board at Everest Consolidator Acquisition Corporation, a SPAC affiliated with Belay Associates. He received an MBA from IMD University and his Bachelor’s degree in Business Administration from the University of Southern California, where he graduated from the highly regarded Lloyd Greif Center for Entrepreneurial Studies.
Board of Advisors
W. Brian Maillian
Peter K. Scaturro
Mr. Beard is the Chief Growth Officer and Founding Partner of Atria Wealth Solutions where he is responsible for the firm’s overall growth and acquisition strategy. He sold the firm to Lee Equity Partners in 2017.
Prior to co-founding Atria, he led strategic acquisitions for AIG Advisor Group, where he led the firm’s independent broker-dealer acquisition platform and developed its strategic integration framework. Previous to AIG, Mr. Beard was Regional Director of Rehmann and co-founded Innovative Advanced Resources, an advisory firm serving independent financial advisors and alternative asset managers.
He serves as Northeast Ohio Corporate Chair for the Arthritis Foundation, Secretary for the FSI Marketing Council and is a member of the Diversity and Inclusion Committee for the Bank Insurance & Securities Association. Kevin earned a BA in finance from Kent State University.
Mr. Feller is a Principal of RDF Advisors LLC which provides investment advisory services to family offices, and serves as the General Partner for a series of private funds.
Previously, Mr. Feller spent over 20 years working in senior roles with leading asset management and alternative investment firms such as Crescent Capital Group and Hartford Funds. Mr. Feller currently serves as a Trustee and Chair of the Investment Committee of the Nicholas Endowment.
Mr. Feller earned a Bachelor of Science degree in Applied Mathematics and Economics from the University of California, Los Angeles. He is an active supporter of environmental causes and improving public education.
Mr. Shotton is the Founder, Chair and CEO of White Diamond Risk Advisory, a bespoke company providing risk advisory services to boards of directors and executive management across a wide spectrum of asset classes in the financial services sector. He is committed to the corporate governance, capital allocation and management incentive principles that foster business decision-making, growth, and the creation of shareholder value.
Previously, Mr. Shotton was Global Head of the Risk and Analytics at CRISIL Global Research. Prior to CRISIL, Mr. Shotton was Deputy Head of Group Risk Control and Methodology at UBS. Earlier in his career, he was a Fellow at CERN, Experimental Physics Division, where he designed a computer program to calculate 3-dimensional equations of high-energy particle collisions. As a CERN scientist, he searched for experimental evidence of quark-gluon plasma, a new state of matter.
Mr. Shotton attended Oxford University where he earned his Doctorate in Philosophy in High Energy Physics, and his Master of Arts and Bachelor of Arts in Natural Sciences, Physics with honors.
Mr. Hines currently serves as President & CEO of The Hines Group, LLC, a data-driven consulting firm founded in 2007 that specializes in the financial services. He also serves on the boards of directors of Horace Mann Educators Corporation (NYSE: HMN), the country’s largest financial services firm focused on America’s educators and school employees, and the Federal Home Loan Bank of Indianapolis.
Previously, Mr. Hines served as the Chief Marketing Officer at Irwin Mortgage Corporation; Chief Marketing & Sales Officer at Lincoln Financial Group and Swiss Re, and Vice President of Marketing & Communications at American States Financial Corporation.
Mr. Hines received his B.A. in Journalism from Western Kentucky University, and his M.B.A. with high honors from the University of Minnesota. He has also received public company board training from Harvard Business School’s Executive Management Program and his Certified Fundraising Management qualification (CFRM) from the Indiana University School of Philanthropy.
Mr. Peterson is an experienced financial partner with a long history of leadership and execution in private equity, mergers and acquisitions, and financial reporting. He currently serves as an advisor on advisory cloud, working with businesses in need of his expertise in executive decision-making.
Mr. Peterson retired from PricewaterhouseCoopers after a 39-year career including leading global engagements for several of the largest private equity client teams in transactions, funds and portfolio companies. He also served as the leader of PwC’s Sports Advisory practice. He had been the PwC private equity leader and served on the Americas and Global leadership teams. Mr. Peterson has worked with private equity firms and corporations on public and private, domestic and cross-border deals ranging in size from $5M to more than $27B. His experience focuses on the areas of mergers and acquisitions including strategic assessments, business and financial due diligence, transaction structuring, and pre– and post–merger integration.
Mr. Peterson earned his MBA from the University of Texas at Austin and holds his B.S. in accounting from the University of Illinois.
The former Secretary of the Army, Louis Caldera, is a business consultant, strategic adviser, and public company director. He currently serves as a director of Granite Construction (NYSE: GVA) and DallasNews Corp. (NASDAQ: DALN) and previously served on the boards of Southwest Airlines Co. and Career Education Corp.
Caldera served as Secretary of the Army during the Clinton Administration and as an assistant to the president and director of the White House Military Office during the Obama Administration. Caldera began his career as an Army officer, corporate lawyer, and California legislator. He also served in higher education leadership roles including as a vice chancellor of The California State University and as president of The University of New Mexico.
Caldera holds a B.S. from the United State Military Academy, a J.D. from Harvard Law School, and a M.B.A. from Harvard Business School. Caldera serves on the boards of numerous civic organizations and is a member of the Council on Foreign Relations, the National Association of Corporate Directors, and the Latino Corporate Directors Association.
Anil Arora brings 20 years of executive leadership experience within financial technology companies focused on the wealth and personal finance sectors. He also brings significant direct investing and corporate governance experience.
Mr. Arora served as Chief Executive Officer of Yodlee, a data aggregation and analytics platform that was acquired by Envestnet in 2015. Mr. Arora then served as the Chief Executive Officer of Envestnet | Yodlee and as a member of the Board of Directors of Envestnet. Mr. Arora is currently a Senior Partner at the TIFIN Group, a private equity firm with a focus on building first-in-category financial technology companies to shape the future of investor experiences. He serves as an Executive Co-Chairman of Positivly, a TIFIN Group company that has engineered an innovative financial personality test. Previously, he served as the Senior Vice President at Gateway, a pioneering computer hardware company, and as the Vice President of Marketing and Strategy of North America of the Pillsbury Company. Mr. Arora currently serves as an independent director on the Board of Conagra Brands (NYSE: CAG).
Mr. Arora received an MBA from the University of Michigan and his Bachelor’s Degree in Business Administration and management from Rockford College.
Rebecca Macieira-Kaufmann brings nearly 30 years of executive leadership within the financial services industry. She is a seasoned executive with expertise in digital technology implementation, wealth management and scaling of new businesses.
Ms. Macieira-Kaufmann is a founding member of RMK Group, a company which provides strategic consulting to high-growth start-ups in the financial services industry. At RMK Group, she advises Chief Executive Officers on business strategy, growth plans, and governance. Ms. Macieira- Kaufmann served as the Head of the International Personal Bank U.S. at Citigroup where she owned a multibillion-dollar P&L business serving the offshore wealth needs of multinational clients. At Citigroup, she also served as Chairman of the Board, President and Chief Executive Officer of Banamex U.S. and President of California and Nevada. Prior to Citigroup, she served as Executive Vice President at Wells Fargo and as a Vice President at Providian Bancorp.
Ms. Macieira-Kaufmann also serves on the board of directors at Revolut Holdings U.S., a financial technology company based in the U.K., and is a Growth Advisory Council Member of Duco, a software company based in the U.K. serving financial services firms. Ms. Macieira-Kaufmann received an MBA from Stanford University and her Bachelor’s degree in Semiotics from Brown University.
Ms. Shoback brings extensive experience in executive leadership of wealth management companies and direct investments experience, and she has served on the board of directors of several leading financial services companies.
Ms. Shoback co-founded and currently serves as Managing Director of 1414 Ventures, a venture capital firm focused on investing in early-stage companies in the digital identity sector. Previously, Ms. Shoback served as Chief Executive Officer of the Emerging Businesses and Client Experience at Boston Private Bank & Trust Company. Prior to Boston Private, Ms. Shoback served as Senior Vice President and Head of Retail and Individual Marketing at Teachers Insurance and Annuity Association of America, or TIAA. She also served as Senior Vice President of High Net Worth and Mass Affluent Marketing at Fidelity Investments. In addition, Ms. Shoback has served as a member of both the Board of Directors and the Audit & Compensation Committee of CUNA Mutual Group.
Ms. Shoback received an MBA from Harvard Business School and her Bachelor’s degree in Economics and Political Science from Wellesley College.
Mr. Maillian brings 40 years of experience in investment banking and deal execution in the financial services industry.
Since 1993, Mr. Maillian has served as the Chairman and CEO of WhiteStone Global Partners LLC, a Certified Minority-Owned and Controlled Business Enterprise. WhiteStone has served as a financial advisor to certain United States government agencies, providing services on more than $50 billion of advisory transactions, asset sales, and securitizations. Mr. Maillian also served as Principal at Rideau Lyons & Co., a boutique investment banking firm. He was also a Co-Founding Partner, Managing Partner and served as Chairman of the Investment Committee of Olympius Capital, L.P., a Minority-Owned Hedge Fund of Funds.
Mr. Maillian earned his MBA at the University of California, Los Angeles (UCLA) in Accounting and Finance, and he earned a Bachelor’s degree in Mathematics and Computer Science from UCLA.
Ms. Mora has more than 30 years of leadership experience in financial operations and corporate governance.
Ms. Mora served as Chief Administrative Officer, Vice President for Finance and Administration, and Treasurer at Charles Stark Draper Laboratory. Ms. Mora served as Chief Financial Officer of Harvard University, where she served on the Harvard Management Endowment Board which managed approximately $35 billion in assets at the time. She also served as the Associate Vice President of Research and Administration of Harvard University. In addition, Ms. Mora serves as a Board Director and Audit Committee member and Compensation Committee chair at MKS Instruments, Inc. (NASDAQ: MKSI). Ms. Mora has served as an Advisory Board member at Cambridge Trust Company and as Chair of the Board of Directors of GCP Applied Technologies.
Ms. Mora is a Certified Public Accountant in Massachusetts and received an MBA from Simmons University and a Bachelor’s degree in Political Science from the University of California, Berkeley.
Mr. Scaturro has extensive senior executive leadership experience at leading global financial institutions, with a focus on wealth management and private banking.
Mr. Scaturro was a Partner at Goldman Sachs where he was responsible for the Global Private Client business. At Goldman Sachs, he was a member of the Business Practices Committee and served on the Investment Management Division Operating Committee. Before Goldman Sachs, Mr. Scaturro served as the Chief Executive Officer of U.S. Trust, where he added significant depth to the management team, increased the size of the sales force and introduced an open architecture capability. While at U.S. Trust, Mr. Scaturro was a member of the Executive Committee of Charles Schwab, which owned U.S. Trust. Before U.S. Trust, Mr. Scaturro served as Chief Executive Officer of the Citi Private Bank. In addition, he has served as member of the Board of Advisors of Electus Global Education Company, a developer and manufacturer of youth financial literacy, entrepreneurship and career education technology. Mr. Scaturro has also served as a Director and Vice Chairman of Orthobond Corporation, a biotechnology company focused on developing antimicrobial surface technology. Since 2010, Mr. Scaturro has served as a private investor with PKS LLC, a private investment firm that he founded.
Mr. Scaturro received his Master’s degree in Engineering and his Bachelor’s degree in Engineering from Columbia University.