OUR MISSION

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Volery Capital Partners is a private equity firm focused on growth investments in the financial services industry that benefit people and the planet. We provide strategic growth capital and hands-on support to help management teams achieve new levels of growth, financial performance, and positive impact.

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We believe that by scaling financial services businesses, Volery will help to accelerate market growth and amplify positive impact.

​​​INVESTMENT STRATEGY

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Environmental and social challenges such as climate change and growing inequality are changing market dynamics and creating a need for scalable commercial solutions. We seek to invest in a core set of financial services sub-sectors including asset management, specialty finance, consumer finance and relate business services and technologies.

INVEST

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Invest in commercially driven ​
businesses creating positive impact

IMPROVE

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Help management teams to achieve
​operational excellence

SCALE

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Enable businesses to ​​grow revenue and increase positive impact

VALUE-ADD APPROACH

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Our approach is built to meet the needs of today's impact ecosystem, with a focus on strategic business planning, institutionalization, capital formation and impact best practices. Volery can provide several key benefits:

+ Capital to fund growth, provide liquidity for existing shareholders, and facilitate alignment of next generation teams
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+ Assistance raising capital as a principal

+ Institutional expertise, roadmaps, benchmarking, and access to a network of financial and strategic industry partners
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+ Support developing and implementing impact measurement frameworks

TEAM

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We are business builders and investment professionals.
​We have spent our careers investing in and scaling companies and asset management platforms.

EMANUEL CITRON
Managing Partner

• Extensive financial services focused private equity experience, including investments in 10 asset managers totaling more than $1.7 billion invested and capital raises totaling more than $15 billion
• Prior: Stone Point Capital; Beacon Group
• Wharton, MBA (Palmer Scholar); Wharton, BS (Magna Cum Laude)

DANIEL C. STEIN
Co-founder & Partner

• ​Seasoned private equity executive, including 12 years as CEO of an alternative investment platform; fully realized track record, 35+ investments
• Prior: MacAndrews and Forbes; Dimensional Associates; JDS Capital Management
• ​Cornell University, BS

MICHAEL PERTNOY
Partner – Head of Operations &
​Business ​Development

• Social entrepreneur and innovation-focused corporate development executive with operational, strategic, and transactional experience
• Prior: Deluxe Entertainment Services Group; Righteous Pictures
• University of Pennsylvania, BA (Cum Laude)
  

ELLEN MAGINNIS
Partner – Head of Impact​

• ​Sustainability and impact measurement professional with 12+ years of experience working with the private sector on social and environmental issues​, developing impact frameworks, and sustainability standards
• Prior: Global Impact Investing Network (GIIN); PricewaterhouseCoopers (PwC)
• Johns Hopkins University, MA; Johns Hopkins University, BA (with Honors)

CORT AHL
Principal, Investments

• 5 years of experience as an investment professional and more than 7 years of experience in the financial services industry with deep private equity investment expertise
• Prior: Apollo Global Management; Neuberger Berman; Nomura
• ​Duke University, BA
  

KENZIE COLGAN REINOSO
Principal, Marketing / IR

• 10 years of experience in business development, asset management and the non-profit sector developing marketing strategies and working with asset owners to leverage their capital to create a positive impact
• Prior: Work Capital; ImpactAssets; Acumen Fund
• Skidmore College, BA (Cum Laude)
  

MELISSA ENG
Senior Associate

• Experience building out, maintaining, and streamlining business operations
• Prior: Share Local Media; Stone Point Capital
• Bucknell University, BA (Magna Cum Laude)
  

ROB ROSEN
Senior Advisor

• Businessperson and senior financial services executive who has been the Founder or CEO of more than 5 different companies over 30 years in the financial services industry
• 15+ year executive and board member at Ares Capital Corp
• Prior: RLR Partners; Ares Commercial Real Estate; Apollo
• NYU School of Business, MBA; CUNY, BA

​​​IMPACT INVESTMENT MANDATE

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Scaling solutions that​ address climate change

Energy Transition

Resource Efficiency

Scaling solutions that promote inclusive economic growth

Education & Workforce Development

Financial Inclusion & Well-Being

MEASURING IMPACT

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For all investments, Volery evaluates the process by which businesses manage environmental and social factors as well as the performance that results. This framework guides our understanding ​​​of each business' ​​capabilities, objectives, ​and resulting impact performance.

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volery (vōl’er-ee)
take flight.

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