JMI - Key Persons
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
- Senior Associate
Job Titles:
- Member of the JOIN OUR TEAM
- Vice President of the Principals & Vice Presidents Team
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
- Senior Associate
Job Titles:
- ASSISTANT
- Executive Assistant
- Member of the JOIN OUR TEAM
Aubrey joined JMI in 2024 and supports David Greenberg, Dina Berdichevsky, Bryan Jangro, Jack King, and Michael Eberle. Prior to joining JMI, Aubrey was a senior executive assistant at Northpond Ventures.
Job Titles:
- Analyst
- Member of the JOIN OUR TEAM
Job Titles:
- Operating Advisor
- Senior Advisor
- Senior Advisor / Finance & Investor Relations
Bert provides strategic operational counsel to JMI portfolio companies. He joined JMI in 2011 from PROS Holdings, Inc. (NYSE: PRO), a JMI portfolio company, where he served as president, CEO and chairman. He also served as president of American Business Information Inc., senior vice president at ADP, Inc. and group president at IRIC. Bert began his career at IBM as a systems engineer and software developer.
Job Titles:
- Administrative Manager
- ASSISTANT
- Member of the JOIN OUR TEAM
- Operating Advisor
Job Titles:
- Analyst
- Member of the JOIN OUR TEAM
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Brodie joined JMI in 2024. He is responsible for sourcing and evaluating investment opportunities. Prior to joining JMI, Brodie was an analyst at McKinsey & Company. Previously, Brodie was a consultant at Daraja Capital.
Job Titles:
- Member of the JOIN OUR TEAM
- Vice President of the Principals & Vice Presidents Team
Charlie co-founded JMI and has over three decades of experience in the software industry. He is a former director of ServiceNow (NYSE: NOW). Since the early '90s, Charlie has been president of the family investment company of John J. Moores, the founder and former chairman and CEO of BMC Software, Inc. Prior to joining JMI, he served as a managing director and co-head of Alex. Brown's technology group. Charlie was also an investment associate in the treasury division of American Security Bank and at Pittsburgh National Bank. Charlie is a member of the board of directors of Authentify, Alex. Brown Realty, Inc. and Greystar Real Estate Partners. He also serves on the Center Stage Board of Trustees and the Board of Governors of St. Christopher's School.
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Chase joined JMI in 2014. He is responsible for sourcing and evaluating investment opportunities as well as providing strategic and operational support to portfolio companies. Chase is currently a director of Greenlight Guru, SimpliGov, Swiftly, and Visiting Media. He is a board observer at SOCi and Vena Solutions. Prior to joining JMI, Chase was an investment banking analyst in the mergers & acquisitions group at Bank of America Merrill Lynch.
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Job Titles:
- ASSISTANT
- Member of the JOIN OUR TEAM
- Operations Manager
- Operations Manager / Support
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- Senior Associate, Valuation & Portfolio Analytics
Job Titles:
- Member of the JOIN OUR TEAM
- Senior Director
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- Member of the JOIN OUR TEAM
- Vice President of the Principals & Vice Presidents Team
Dina joined JMI in 2019. She is responsible for sourcing and evaluating investment opportunities. She is currently a director of Unanet and works with JMI portfolio companies Employee Navigator, Huntress, Incident IQ, and is involved in SimpliGov. Prior to joining JMI, Dina was an investment banking analyst in the technology, media, and telecommunications group at DC Advisory.
Job Titles:
- Member of the JOIN OUR TEAM
- Senior Associate, Legal & Compliance
Job Titles:
- Analyst
- Member of the JOIN OUR TEAM
Eric is an Operating Advisor at JMI whose focus is on product leadership, with a particular emphasis on the intersection with Commercial: client value creation, offering constructs, pricing, and sales enablement. He has created growth by serving in executive roles at companies like Microsoft, Blackbaud, and Cloudmed/R1. Most recently Eric led his own healthcare automation company through a successful exit in 2021.
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
- Operating Advisor
- Associate, Valuation & Portfolio Analystics
Frank is an Associate in the valuation and portfolio analytics group. Before joining JMI in 2025, Frank was an associate at Chesapeake Corporate Advisors.
Gary is an Operating Advisor at JMI with over 20 years of engineering leadership at the executive level. He has led teams delivering cloud solutions through worldwide expansion, acquisition integration, two successful IPOs, and architectural transformation. Most recently Gary served as SVP of Engineering for Ping Identity and prior to that EVP of Engineering for Bazaarvoice ensuring delivery of 24/7 operations. He has also served in board roles in both for-profit and nonprofit corporations.
Gene is an Operating Advisor at JMI with a long sales leadership career in high-growth software companies. Gene has led multiple software companies to successful equity events, including his most recent role as CSO at Unanet, a JMI company.
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- Fund Controller
Job Titles:
- Analyst
- Member of the JOIN OUR TEAM
Hadley joined JMI in 2023. She is responsible for sourcing and evaluating investment opportunities. Prior to joining JMI, Hadley was a senior product marketing specialist at Attentive.
Job Titles:
- HR Manager
- Member of the JOIN OUR TEAM
Haley joined JMI in 2021. She focuses on JMI's internal talent-related initiatives, including professional development and performance management. Prior to joining JMI, Haley was a senior talent associate at Wrike and a talent development assistant at O'Melveny & Myers LLP.
Job Titles:
- Executive Chairman
- Founder
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Job Titles:
- Member of the JOIN OUR TEAM
- Director, Portfolio Talent
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Job Titles:
- Member of the JOIN OUR TEAM
- Member of the Principals & Vice Presidents Team
- Principal
Job Titles:
- Member of the JOIN OUR TEAM
- Vice President of the Principals & Vice Presidents Team
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Job Titles:
- Member of the JOIN OUR TEAM
- Senior Director
Job Titles:
- Member of the JOIN OUR TEAM
- Vice President of the Principals & Vice Presidents Team
Karen is an Operating Advisor at JMI with over 20 years of customer success experience in the software industry. She recently served as the SVP of Customer Success at Code 42 and has built customer success programs for world-class brands like Eloqua, Oracle, Adaptive Insights, and SuccessFactors. Karen currently serves on the Board of Higher Logic and was formerly on the Boards of Cosential and Benevity.
Job Titles:
- Administrative Assistant
- Member of the JOIN OUR TEAM
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- Director, Financial Reporting
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- IR Associate
Job Titles:
- ASSISTANT
- Executive Assistant
- Member of the JOIN OUR TEAM
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Kenneth joined JMI in 2024. He is responsible for sourcing and evaluating investment opportunities. Prior to joining JMI, Kenneth was an investment banking analyst at TD Cowen within their Technology-Enabled Services group.
Job Titles:
- Member of the JOIN OUR TEAM
- Talent Acquisition Associate / Information Technology
Kitty joined JMI in 2022. She focuses on internal recruiting with an emphasis on JMI's analyst program. Prior to joining JMI, Kitty was a business program manager at Baltimore Gas & Electric.
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- ASSISTANT
- Executive Assistant
- Member of the JOIN OUR TEAM
Krystal joined JMI in 2024 and supports Preston Horner, Josh Wang, Arthur Kaslow, Margaret Meyo, and Will Priestley. Prior to joining JMI, Krystal was a senior executive assistant at HGGC.
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- Director, Investor Relations & Marketing
Lindsay Monti - CCO, Chief Legal Officer
Job Titles:
- CCO
- General Counsel
- Member of the JOIN OUR TEAM
Job Titles:
- Analyst
- Member of the JOIN OUR TEAM
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Luke joined JMI in 2024. He is responsible for sourcing and evaluating investment opportunities. Prior to joining JMI, Luke was an investment banking analyst at Evercore Partners in their Technology M&A group.
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- Chief Financial Officer
- Member of the JOIN OUR TEAM
- Operating Advisor
- Partner
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
- Senior Associate
Matt is an Operating Advisor at JMI with over 25 years of experience as a sales leader across the GTM spectrum. Matt's early career was high-tech focused at firms including Hewlett-Packard and Electronic Data Systems, after which he was introduced to SaaS in 2005 as a sales leader for Salesforce. Most recently, Matt founded SaaSy Sales Leadership, which has coached and trained thousands of sales managers in best practices.
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- Member of the JOIN OUR TEAM
- Principal, Talent
Mike is an Operating Advisory at JMI with over 30 years of marketing experience in the b2b software industry. Mike was a long-time VP at UKG (formerly Kronos) in product and industry marketing roles, and more recently was CMO at Perillon, HealthcareSource, and Extension Engine.
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
- Senior Associate
Job Titles:
- ASSISTANT
- Executive Assistant
- Member of the JOIN OUR TEAM
Job Titles:
- Analyst
- Member of the JOIN OUR TEAM
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
- Senior Associate
Job Titles:
- Operating Advisor
- Operating Advisor With JMI Equity
Pat is an Operating Advisor with JMI Equity and has 30 years of financial leadership experience in technology companies, focusing exclusively on SaaS companies for the last 10+ years. Pat was CFO at two successful JMI Equity software businesses, most recently at SpaceIQ and the successor company resulting from its merger with iOffice. Pat has partnered with CEOs and their executive teams to successfully scale companies from $20M to $500M.
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
- Senior Advisor
Job Titles:
- Managing Partner
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- Member of the JOIN OUR TEAM
- Vice President of the Principals & Vice Presidents Team
Preston joined JMI in 2018. He is responsible for sourcing and evaluating investment opportunities. He is currently a director of Eptura and Fullbay and works with JMI portfolio companies ButterflyMX, CompanyCam, and Safe Software. Prior to joining JMI, Preston was an investment banking analyst in the technology group at Citigroup.
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- Senior Accountant, Management Company
Job Titles:
- Chief Operating Officer
- Member of the JOIN OUR TEAM
- Operating Advisor
- Partner
Randy Harvey is an Operating Advisor at JMI with over 35 years of product management and engineering experience in the software industry. He has led both small and large commercial product and technology organizations. He was recently the CTO at Clarivate responsible for engineering and information security. Prior to that, he led engineering, IT and Information Security at IHS Markit, before that he led product engineering at Seismic Micro Technology successfully positioning SMT for acquisition by IHS. Randy has held senior technical leadership positions at Sterling Commerce, Reynolds and Reynolds, Firepond and OnDisplay.
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- Vice President, Tax
Job Titles:
- Member of the JOIN OUR TEAM
- Portfolio Events Manager
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
- Operating Advisor
- Associate, Valuation & Portfolio Analytics
Sammy is an Associate in the valuation and portfolio analytics group. Prior to joining JMI in 2021, Sammy was an audit associate at KPMG. He is a certified public accountant (active).
Job Titles:
- Executive Assistant
- Member of the JOIN OUR TEAM
Sarah joined JMI in 2023 and supports Bob Nye, Vinny Prajka, Stephen Jones, Mac Williams, and Melissa Guttman. Prior to joining JMI, Sarah was a senior administrative coordinator at Johns Hopkins Sidney Kimmel Comprehensive Cancer Center in Baltimore.
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- Senior Accountant
Job Titles:
- Member of the JOIN OUR TEAM
- Member of the Principals & Vice Presidents Team
- Principal
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
Stuti joined JMI in 2023. She is responsible for sourcing and evaluating investment opportunities. Prior to joining JMI, Stuti was an investment banking analyst at BofA Securities.
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- Marketing Analyst
Job Titles:
- Member of the JOIN OUR TEAM
- Operating Advisor
- Fund Accountant
Tyler Foxworthy is an Operating Advisor at JMI, focusing on Artificial Intelligence and Data Science. He has spent his career solving challenging business problems with mathematics and statistics: initially as a data scientist, then later as an entrepreneur and investor. His most recent venture, Vertex Intelligence, an AI software consultancy, was acquired in 2021 by Greenlight Guru, a JMI portfolio company.
Job Titles:
- Member of the JOIN OUR TEAM
- Partner
Job Titles:
- IT Director
- Member of the JOIN OUR TEAM
- IT Director / Sales Operations
Job Titles:
- Associate
- Member of the JOIN OUR TEAM
- Senior Associate
Job Titles:
- Analyst
- Member of the JOIN OUR TEAM