Employees

Bret joined New Heritage Capital in 2019 and is responsible for due diligence, deal execution and portfolio management. Experience Philpott Ball & Werner Investment Bankers Education Bentley [...]

Sarah joined New Heritage Capital in 2016 and serves as an Executive Assistant.  She is well known for being the friendly, welcoming face and voice when you visit us. Experience Tutoring Central [...]

Tristan joined New Heritage Capital in 2006 and is responsible for the firm’s accounting and internal finances.  He oversees the preparation of financial statements, cash management, tax [...]

Kyle rejoined New Heritage Capital in 2018 after completing business school, having previously worked for two years as an Associate at the firm. Kyle is responsible for evaluating new investment [...]

Jud joined New Heritage Capital in 2010, and has been investing private equity in founder-owned, lower middle market businesses for 14 years. Jud currently leads the firm’s investments in The [...]

Melissa joined New Heritage Capital in 2006, and has been investing private equity in founder-owned, lower middle market businesses for 15 years. Melissa began her career in healthcare investment [...]