Mark Heising founded Medley Partners in San Francisco, CA in 2004. Previously he was the Founder of VLSI Cores, which designed and licensed cryptographic integrated circuits. He holds six U.S. Patents in cryptography, compression and data communications. Mark serves as a director for Lam Aviation, Sion Power, Tabula and Nucleus Scientific. On the non-profit side, Mark currently serves on the Board of Directors of the Bipartisan Policy Center, the Environmental Defense Fund and the Heising-Simons Foundation. Mark earned a BS in Physics and a MS in Electrical Engineering and Computer Sciences from the University of California at Berkeley.
Brent Whisenant is a Managing Director with Medley Partners in San Francisco, CA. Brent joined Medley from The Carlyle Group, where he was a Managing Director with its growth equity fund based in San Francisco. Prior to joining Carlyle, Brent worked in the Mergers & Acquisitions group at Robertson Stephens & Company in San Francisco, where he joined after working as an Associate at Cravath, Swaine & Moore in New York City. Prior to law school, Brent practiced as a CPA with Price Waterhouse in New York City. Brent received his J.D. degree from Columbia Law School and a B.S. from Brigham Young University.
Brian Schneider is a Managing Director at Medley Partners in San Francisco, CA. In this role he is responsible for constructing and implementing strategic investment plans for the real estate and natural resource asset classes. This includes establishing investment policy, sourcing and underwriting potential investments and overseeing performance. Prior to this position, Mr. Schneider was Managing Director of real estate and natural resources for the University of Pennsylvania endowment. Previously, he was the Senior Portfolio Manager in charge of real estate investments for the DuPont Master Trust and the TRW Master Trust. Before joining TRW, Mr. Schneider held positions with Prudential and Metropolitan Life Insurance Companies for nine years in their real estate investment areas. Mr. Schneider has a B. A. in Economics from Connecticut College and an MBA in Real Estate/Finance from The University of Texas at Austin.
Pascal Villiger is a Managing Director at Medley Partners in San Francisco, CA. Prior to joining Medley, Pascal was a Portfolio Manager at CalSTRS and was part of the team responsible for managing the private equity portfolio. Previously, Pascal spent the ten years working as an investment banker focused on providing financial advisory services to corporate clients and the private equity community. Pascal was most recently an Executive Director with UBS in San Francisco focused on the technology industry and prior to that was at Banc of America Securities LLC. Pascal earned a BS and MBA from the University of Texas in Austin.
John Milani is a Managing Director at Medley Partners in San Francisco, CA. Before joining Medley, John was the Chief Operating Officer, General Counsel and Chief Compliance Officer at Cavalry Asset Management. Prior to Cavalry, John worked at Elan Management LLC, first as a consultant and then as Chief Operating Officer, and at Artis Capital Management as the Chief Operating Officer, General Counsel and Chief Compliance Officer. Before joining Artis, John was a partner in the Investment Funds and Advisers practice group at Shartsis Friese LLP and an associate at O’Melveny & Myers LLP. John earned his JD from the University of California, Hastings College of the Law and his BA in Economics/Business from the University of California, Los Angeles.
Peter Phillips is a Principal at Medley Partners in San Francisco, CA. Peter joined Medley from Deutsche Bank Securities, where he was an Analyst and an Associate in the global investment banking division based in New York. At Deutsche Bank, Peter was engaged in LBO, recapitalization and corporate advisory transactions, working for two years in the Leveraged Finance Group and two years in the Commercial Real Estate Group. Peter earned his BA in Economics from Middlebury College, where he graduated cum laude and with All-Academic honors.
Caroline Shettle is an Associate with Medley Partners in San Francisco, CA. Prior to joining Medley, Caroline was an investment banking analyst at JMP Securities. At JMP, Caroline conducted corporate advisory, leveraged buyout and recapitalization transactions for the M&A group with a focus on Healthcare Services. Caroline earned her Bachelor of Science in Business Administration from Georgetown University's McDonough School of Business with a double major in Finance and International Business and a minor in French. Caroline graduated magna cum laude.
Jon Sheets is an Associate with Medley Partners in San Francisco, CA. Jon joined Medley from Raymond James where he was an Analyst in the technology investment banking group. At Raymond James, Jon was active in M&A and equity capital markets transactions. Jon earned a BA in Economics from the University of California at Berkeley.
Edson is the Director of Finance with Medley Partners in San Francisco, CA. Ed joined Medley from Capital Dynamics where he was the Vice President responsible for accounting, tax. Prior to Capital Dynamics, Ed was a Vice President in the Alternative Funds Services division of HSBC Bank US NA. Previously, Edson worked for Deloitte and Touché as an auditor for six years. He has over 10 years of private equity fund administration and auditing experience. Edson holds a Bachelor's degree in Accounting from the University of Zimbabwe. Edson also holds the professional designations of Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and is a retired Chartered Accountant in Zimbabwe.