Brian is a Co-Founder of Pennington Partners & Co., SaaS Ventures, and PTM Partners. A financial entrepreneur, he is passionate about building and investing in companies and tireless in the pursuit of innovation.

As the co-founder and CEO of Pennington Partners & Co., Brian leads the strategy and vision behind the firm. Founded in 2016, Pennington’s mission is to create the leading entrepreneurial ecosystem for successful entrepreneurs and their families helping them navigate the challenges of complex wealth and maximize their greatest potential.

Brian grew up in an entrepreneurial family where he learned the importance of hard work and giving back to one’s community. He is an active member of the Jewish Federation National Young Leadership Cabinet, the premier leadership development program of The Jewish Federations of North America. He serves on the investment committee for the Bender JCC of Greater Washington and serves as a committee member for the Holocaust Museum Tribute Dinner. Most recently, as a third-generation Holocaust Survivor, Brian launched a podcast series interviewing second-generation Holocaust survivors who share a similar passion for entrepreneurship and Tikkun Olam (improve the world) and have overcome great odds to make the world a better place.

Previously, Brian was a financial advisor at Morgan Stanley and Merrill Lynch. He earned a Bachelor of Science in International Business from the University of Maryland’s Robert H. Smith School of Business. Brian holds Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) certifications. Both certifications are awarded by the Investment Management Consultants Association (IMCA®) in conjunction with the Wharton School of the University of Pennsylvania and the Booth School of the University of Chicago.

Drew is the Head of Investment Strategy, Co-Head of Investments and Co-Head of Direct Credit. As Head of Investment Strategy, Drew is responsible for shaping strategic portfolio decisions across the various investment strategies and product areas. In his capacity as Co-Head of Direct Credit, Drew helps oversee credit-related investment activities and co-manages the Direct Credit team. Drew is a member of the Investment Committee as well as the Executive Committee.

Prior to joining Hamilton Lane in 2008, Drew focused on principal investing and advisory activities while at TCG Advisors, an Aerospace & Defense-focused merchant bank. Previously, Drew held positions with Holberg, Inc., a diversified private holding company, and he began his career in investment banking at Banc of America Securities.

Drew received an M.B.A from the Fuqua School of Business at Duke University and a B.S. in Economics from Cornell University.

Jim Neary is a Managing Director, Co-Head of U.S. Private Equity, and member of the Executive Management group. During his career at Warburg Pincus, Jim has led industrials and business services; late-stage technology-enabled services; technology, media & telecommunications; and capital markets. Prior to joining Warburg Pincus in 2000, he was a Managing Director at Chase Securities. He is the Chairman or Board Member of several companies including Allied Universal, Consolidated Precision Products, Sotera Health, and WEX. Among other public and private companies, he has previously served on the Boards of Duravant, Endurance International Group, Hygiena, Fidelity National Information Services, Inc., Interactive Data Corporation, InComm Holdings, Coyote Logistics, EFS (Electronic Funds Source), and Alert Global Media Holdings. He is on the Board of Trustees of The Mount Sinai Health System, The Eaglebrook School, and the Lincoln Center for the Performing Arts. He received a BA in Economics and Political Science from Tufts University and an MBA from the J.L. Kellogg Graduate School of Management at Northwestern University, where he was the Eugene Lerner Finance Schola

David Tayeh joined Investcorp in 1999 as a Partner in the Private Equity team. From 2003 to 2005, David served as the Chief Financial Officer of Jostens, Inc., a former Investcorp portfolio company. Prior to Investcorp, David was a Vice President with DLJ. In 2015, David rejoined Investcorp as the Head of North American Private Equity from CVC Capital Partners where he was a Partner from 2011. David is a member of Investcorp’s Operating Committee, Investment Committee and the Financial & Risk Management Committee.

He currently serves on the board of directors of Ali😝artners, CrossCountry Consulting, Fortune International, Health Plus Management, ICR, KSI Auto Parts, RESA Power, Revature, Roadsafe, Sunrise Produce, Shearer Supply, Alex Lee, and Arab-American Family Support Center.

David holds a BA degree in Politics, Economics, Rhetoric and Law from the University of Chicago and an MBA from the Wharton School of Business at the University of Pennsylvania.