Embracing
the Future Preserving
the Past

Rob Herman

Managing Principal

Responsible for overall 4100FS oversight, growth and strategy.

• Board of Managers, 4100FS portfolio companies: Gries Financial Partners; Bull Harbor Capital (Chairman); Family Office Research Group (FORG)
• CIO, Logix Investments LLC (4100FS portfolio company)
• CEO, Gries Financial Partners
• Lead equity analyst, Goldman Sachs Investment Research
• Chief Strategy Officer, Away.com (sold to Orbitz)
• Board member of several philanthropic organizations
• BA, University of Michigan, MBA Northwestern University

Ken Brodkowitz

Chief Investment Officer

Oversight of investment strategy and process for 4100FS portfolio companies inclusive of GFP.

• CIO, Gries Financial Partners
• Founder & Managing Partner, Newland Capital Management ($1.3B hedge fund)
• Hedge fund PM for multiple hedge funds including Balyasny and Galleon
• Co-head proprietary trading, Goldman Sachs
• BA, Johns Hopkins University, MBA Northwestern University

Daniel Bryant

Principal

Leads the Multi-Family Office (MFO) division

• Chairman, Family Office Research Group (FORG)
• Founder and CEO, Sheridan Road Financial (nationally ranked by Barron’s and WSJ as a top three institutional investment consulting firm)
• Senior investment banker, DLJ, Robertson Stephens, The Equity Group (Sam Zell)
• Senior Advisor, Vistria Group
• Board Member:  Provenance Vineyards, Flores, TMG, Commonwealth Alternatives, VIST Labs, Sheridan Road Charitable Foundation
• Best-selling author, The Financial Wellness Mandate
• BA, Dartmouth College, MBA Northwestern University

Jeff Palmer

Executive Director, Integration

Leads integration strategy and implementation oversight related to all 4100FS acquisitions and partnerships.

• 30+ year career at Gries Financial Partners serving in multiple roles including President, COO, CCO and Portfolio Manager
• Board of Managers, Gries Financial Partners
• Portfolio Manager, Logix Investments LLC
• Successful entrepreneur earlier in his career
• CIPM designation (Global Investment Performance Measurements)

Philip Bernadotte

Director, M&A

Manages the deal process for 4100FS from sourcing through deal close in collaboration with the leadership team.

• Founder and Principal, Svea Capital
• Investment Banker, Ernst & Young LLP; Marsh, Berry & Company
• Associate Vice President, Business Owner Advisory Services, U.S. Bank
• Production Accountant, independent and studio-backed feature films and commercial productions
• BS, Ohio University, MBA Case Western Reserve University

Brian Durkin

Director, Compliance

Oversight of compliance programs for portfolio companies across the 4100FS platform

• CCO, Gries Financial Partners
• CCO & CFO, Lake Street Advisors
• CCO:  Cadence Capital, Braver Wealth
• Director of Operations:  SS&C Technologies, Congress Asset Management
• Experience earlier in his career with Putnam Investments and Fidelity Investments
• BA, University of Massachusetts at Amherst; IAACP designation (Investment Adviser Certified Compliance Professional)

Jenni Needham

Chief Financial Officer

• CFO, The 4100 Group
• VP, Finance, Delta Dental of Michigan
• Senior Auditor, Deloitte
• Licensed Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA) designation
• BBA, Stephen M. Ross School of Business, University of Michigan
• Leadership roles with several nonprofit organizations

Mary McCallum

Process Management Leader

• Project Management Office Leadership roles: Delphi, Microsoft, United Airlines
• Has worked with several financial companies as leader on project and process management
• Professional experience includes managing teams for Electronic Data Systems, HP, HPE and DXC
• BS, Computer Science, University of Michigan

Mackenzie DuBois

HR Lead

• Human Resources Manager for multiple firms including KTM Industries, Temper Pack Technologies
• Recruiter, Trillium Staffing Solutions
• Member, Society for Human Resource Management (SHRM)
• BS, Michigan State University