David Conrod is Chief Executive Officer of FocusPoint and LANDC Investment, LLC, FocusPoint’s parent. LANDC is a diversified investment management firm which holds ownership stakes in funds and direct transactions including Rise Line Business Credit (“Rise Line”), an asset based lending platform founded in 2017. Prior to founding FocusPoint in 2010, he was a Senior Managing Director at Guggenheim Partners, LLC at its inception and founding in 2000, and led institutional distribution at Guggenheim. From 1999 to 2010, Mr. Conrod and his team were responsible for identifying, diligencing and seeding six distinct management teams that raised eleven Guggenheim-sponsored funds representing over $6 billion in capital. In addition, approximately $7 billion was raised for third party assignments during that time period. From 2000-2010, he was Director of Sales & Marketing at HSBC Asset Management (Americas), Inc., where he was responsible for raising HSBC’s Asian and European private equity funds. Mr. Conrod graduated with an A.B. from Kenyon College and received an M.B.A. from Columbia Business School. He serves on Rise Line’s Board of Directors.
Robert Mortimer is responsible for marketing and raising capital from family offices globally. Prior to joining FocusPoint in 2010, he was a Managing Director in the Private Fund Group at Guggenheim Securities, LLC where he initiated and oversaw joint marketing arrangements with leading Wall Street investment firms. Mr. Mortimer attended New York University and the Venture Capital Program of the Haas Business School at the University of California.
Erica Johnson is a Managing Director at FocusPoint. Ms. Johnson's responsibilities include the origination, distribution, and project management of the firm's fund mandates. Prior to joining FocusPoint, Ms. Johnson was Managing Partner of ERJ Group, a boutique New York-based placement firm she founded and managed from 2013-2019. She had previously spent six years as a Managing Director in the Private Fund Group at Guggenheim Partners LLC, raising capital for Guggenheim-sponsored and external general partnerships from limited partners in the U.S., Canada and Europe. Ms. Johnson has also held positions with SG Capital Partners LLC and Lehman Brothers Inc. in the merchant banking and mergers and acquisitions groups, respectively. She received a B.S. from Georgetown University and an M.B.A. from Colombia Business School.
Cheryl Rogers is responsible for marketing to and raising capital from institutions and family offices in the Mid-Atlantic and Southeast regions of the U.S., as well as parts of Canada. Prior to joining FocusPoint in 2010, Ms. Rogers was Vice President in the Private Fund Group at Guggenheim Securities, LLC. Before joining Guggenheim in 2005, she was a Project Manager at Penn, Schoen, & Berland Associates, a political consulting and marketing strategy firm. Prior to Penn, Schoen, & Berland Associates, Ms. Rogers worked at East Gate Capital Management & Private Equity. She graduated with a B.A. in International Relations from Stanford University.
Russell Boggessis responsible for coverage in North America with emphasis on the Midwest, and some East Coast clients. Prior To Focus Point, Mr. Boggess ran his own consulting firm which advised a number of private equity, private credit and hedge funds on business development and was affiliated with R6 Capital. Before then, he was Director of Marketing for two New York based hedge funds: Kingdon Capital Management and Sandell Asset Management in New York. Mr. Boggess began his finance career at Thomas Weisel Partners in San Francisco in where he served as a vice president in the Venture Capital Service Group working with institutional investors. He holds a B.A. from the University of Colorado.
Kevin Pizzolo is responsible for marketing and capital raising from pension plans, institutions, and family offices across the Eastern US. Prior to joining FocusPoint, Mr. Pizzolo was a Financial Consultant with AXA where he held his financial advisory practice servicing both individuals and institutions. Mr. Pizzolo currently holds his FINRA Series 7, 63, & 65 licenses and has completed the Certified Financial Planner designation course through Fairleigh Dickinson University. He graduated with a B.A. in Economics from Fairfield University.
Akrati Agarwal is a member of the Project Management team where she is responsible for various deal management activities associated with the group’s mandates including due diligence and preparation of marketing and transaction management materials. Prior to joining FocusPoint, Ms. Agarwal was an Investment Banking Associate in UBS’s Financial Institution Group where she advised clients on various M&A and debt advisory transactions. Previously, Ms. Agarwal was a Consultant at Capgemini in the Capital Markets Group, managing large engagements across multiple geographies. Ms. Agarwal is a Series 79 and 63 registered person with FocusPoint Private Capital Group, which is a member of FINRA and a securities broker-dealer in the United States. She holds a B.A. in Economics from Tufts University and an MBA from Duke University.
Catherina Marku works closely with the Distribution and Project Management team where she provides support with sales data analysis. Prior to joining FocusPoint, Catherina was a Financial Analysis Intern responsible for researching potential investment opportunities based on market and competitor analysis. She holds a B.A. in Applied Mathematics and Economics from Fordham University.
Paul Szep serves as the FINOP for FocusPoint. With over 20 years of experience in public and private accounting, Mr. Szep has developed specialized skills in Accounting, Tax, and Operations for hedge funds, private equity funds, and broker dealers. Paul is also a FINRA Series 27 FINOP. Prior to joining FocusPoint in 2014, he held accounting manager titles for PEF Services, a private equity administrator, and Rothstein Kass & Co., an audit and administration firm for alternative investment funds. In the private market, he served as the Controller and Chief Financial Officer for a multi-billion dollar NY-based hedge fund from 2004- 2010. He graduated with a B.S. in Accounting from Montclair State University.
Michael Wychozowycz serves as the Assistant Controller for FocusPoint. Prior to joining the FocusPoint in 2014, Mr. Wychozowycz worked as a staff accountant for PEF Services, from 2011 to 2014, where he administered the back office accounting and reporting for multiple private equity clients.
Rashi Dhir is a Senior Consultant to FocusPoint. He is a Partner at DMD Advocates where he served as outside counsel to FocusPoint on its management buy-out. From 2002 to 2010, Mr. Dhir was Managing Director and General Counsel at Guggenheim Partners, LLC where he worked with David Conrod. Prior to Guggenheim Partners, LLC, he was Senior Associate at Clifford Chance US LLP and Senior Associate at Clifford Chance (Rogers & Wells). Mr. Dhir graduated from Delhi University where he was valedictorian and received a J.D. from Harvard Law School.
Louis Mattielli has held senior legal, compliance and administrative positions in several financial services firms over a lengthy career. He holds the Series 7, 10 and 24 FINRA licenses. He is a graduate of Saint Peter's College and New York Law School.