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Greg Katz

Greg joined New Heritage Capital in 2023 and is responsible for generating new investment opportunities and developing and maintaining intermediary relationships. Experience Wood Mackenzie, [...]

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Alex Martinage

Alex joined New Heritage Capital in 2023 and is responsible for due diligence, deal execution and portfolio management. Experience KippsDeSanto & Co. | Capital One Education Boston College [...]

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Cole Helvey

Cole joined New Heritage Capital in 2022 and is responsible for due diligence, deal execution and portfolio management. Experience BB&T, J.P. Morgan Education Darla Moore School of Business [...]

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Tina O’Brien

Tina joined New Heritage Capital in 2021 and serves as our Marketing/Administrative Assistant.  She is well known for being the friendly, welcoming face and voice when you visit us. Experience [...]

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Scott MacPhee

Scott joined New Heritage Capital in 2021 as a Financial Accountant. He assists in our accounting and internal finances, and supports the preparation of financial statements, cash management, tax [...]

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William Nemeth

Will joined New Heritage Capital in 2021 and is responsible for due diligence, deal execution and portfolio management. Experience BB&T  Capital Markets, Dubin Clark & Co., Sila Services [...]

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