Fund I Advisors

Frank is a retired senior partner from Ernst & Young, LLP (“EY”), where he served in a combination of practice management, operations management, client service, innovation, and internal initiative management roles throughout his 38-year career

Admitted into the partnership in 1994, Frank spent a significant part of his career at EY developing and leading many of EY’s most significant strategic transformational initiatives for the Global and Americas regions. Included in these roles were leading the Global Gross Margin Initiative (a sub-component of EY’s Global Vision 2020 strategy), and chairing the development of both EY’s Global Assurance and Americas Risk strategic plans.

Frank held significant management roles for several practice areas in the U.S. and abroad, including: Senior Partner for the EY Latin America Financial Services Advisory practice (redefined the business strategy and model, and restructured the practice); Americas Chief Operating Officer for the Assurance Practice ($4.5 billion practice with over 15,000 professionals and 1,350 partners); and, Americas Chief Operating Officer for the Assurance and Advisory Business Services Practice ($6.3 billion practice with over 22,000 professionals and 2,100 partners).

Frank is a skilled financial professional who has represented and served a broad range of clients in both audit and non-audit engagements. In combination with his leadership responsibilities at EY, he has served as a Global Client Service (Coordinating) Partner and/or a Senior Advisory Partner for multinational institutions, private equity funds, and high-growth clients in the energy, industrial products, automotive, financial services, and consumer product industries.

Frank’s diverse and broad ranging strategic, transformational, operational, and market leadership responsibilities at EY have provided him with unique insights into global markets, client needs and cultures, and innovation, as well as the experience and understanding of what is required for success in executing broad scale business strategies.

He has led and participated in numerous community activities, including serving as the Audit Committee Chairman for the Hawken School in Gates Mills, OH, and as a Board Member for the March of Dimes in Pittsburgh and the Achievement Center for Children of Cleveland.

Frank holds a bachelor’s degree in Accounting and Finance from Duquesne University.

COMPANIES

• Ernst & Young, LLP

Mr. Kneeley is President and CEO of Driehaus Capital Management LLC.

Mr. Kneeley served as CEO of Context Asset Management, which offers liquid alternative investment solutions, and of Spider Management, which provides investment management services to endowments and foundations.

Prior to joining Spider Management, he was the CEO of Ardmore Investment Partners, a consultant to asset management firms on strategic initiatives. Mr. Kneeley was also a senior partner of Logan Circle Partners and the managing director of Brandywine Global Investment Management, a Legg Mason affiliate.

He also is a founder of Turner Investment Partners and served as its President and CEO. While at Turner, Mr. Kneeley was responsible for all non-investment activities of the firm. He began his career with The Travelers Companies.

Mr. Kneeley served on the University of Richmond's Board of Trustees from 2002 through 2010 and as Emeritus Trustee from June 2010 through 2012, and 2014 through the present. He also served on the Board of Spider Management is currently on the Investment Committee of Thomas Jefferson University.

Steve received a B.S. degree in economics and political science from the University of Richmond.

COMPANIES

• Driehaus Capital Management, LLC.
• Context Asset Management
• Spider Management
• Ardmore Investment Partners
• Logan Circle Partners
• Brandywine Global Investment Management
• Turner Investment Partners
• The Travelers Companies

Christopher Perry is President of Global Sales, Marketing and Client Solutions at Broadridge Financial Solutions.

As a member of Broadridge’s Executive Committee, Chris oversees all client and market facing activities globally and is responsible for delivering the company’s annual enterprise sales and revenue targets spanning all business units and product lines.

He joined Broadridge in September 2014 after more than 25 years of experience in banking, brokerage and financial information services. Over the previous 14 years, he held numerous general management and commercial roles at Thomson Reuters and its predecessor, Thomson Financial including: Global Managing Director of Risk for the Financial and Risk Division; President of Global Sales and Account Management of the Financial and Risk Division; and President, Americas for Thomson Reuters, and the prior Thomson Financial.

Earlier in his career, Chris worked in institutional trading and retail brokerage. He is also Chairman of BritishAmerican Business, a membership organization that enables trans-Atlantic commerce.

Chris is Secretary of the Board of Directors of The Make-A-Wish Foundation of New Jersey and serves as a member of the Board of Directors for NPower, an organization that provides individuals, veterans opportunities to build tech skills and achieve their potential.

COMPANIES

• Broadridge Financial Solutions
• Thomson Reuters
• Thomson Financial
• BritishAmerican Business
• Make-A-Wish Foundation New Jersey
• NPower

Mr. Rosenfield is the Founder and CEO of The Panther Consulting Group, a firm focusing on real estate acquisition, real estate leasing, and special projects. Panther also provides business consulting and sales and marketing strategies for small to mid-size businesses.

Mr. Rosenfield was the co-founder of Lightning Golf & Promotions in 1990 where as the President and CEO, he led the company to become one of the largest independent promotional products companies in the U.S. In addition to providing a full spectrum of high quality name-brand promotional products to a distinguished customer base, Lightning Golf also implemented marketing and incentive programs for Fortune 500 companies across the country in the financial, healthcare, and wine and spirits markets. The company was sold to InnerWorkings (ticker INWK).

Mr. Rosenfield has a B.S. degree in Political Science and is involved in many charitable endeavors.

COMPANIES

• Lightning Golf & Promotions