Creating long-term value for our clients and their
investors defines our mutual success.

YOUR ALLIES
ON THE PATH
TO SUCCESS

Creating long-term value for our clients and
their investors defines our mutual success.

YOUR ALLIES
ON THE PATH
TO SUCCESS

Creating long-term value for our clients and their
investors defines our mutual success.

YOUR ALLIES
ON THE PATH
TO SUCCESS

Creating long-term value for our clients and
their investors defines our mutual success.

YOUR ALLIES
ON THE PATH
TO SUCCESS

Our seasoned, cohesive team serves as an extension of our clients’ organizations, actively sharing information and insights to expand key relationships, improve processes, and effect positive outcomes for our clients.

As persistent problem-solvers, we help clients capture opportunities and navigate challenges as they arise. A team of senior professionals runs every assignment, ensuring clients and investors benefit from consistent communication and efficiency.

MEET OUR TEAM

Chris
Caputo
Co-Founder & Senior Managing Director

Chris manages key investor relationships, originates new mandates, and plays an active role in project management.

Bruce
Williamson, CFA
Co-founder & Senior Managing Director

Bruce manages key investor relationships, originates new mandates, and plays an active role in project management.

Jeff
Kitchin
Managing Director

Jeff is a member of the North American and European distribution team and leads relationship development with a range of institutional and private investors.

Catherine
Poulin
Managing Director

Catherine manages key investor relationships in Europe and the Middle East, originates new mandates, and plays an active role in project management.

Don
Novak
Managing Director

Don is a member of the North American distribution team and leads relationship development with a range of institutional and private investors.

Rick
Marchese, CAIA
Director

Rick joined Trailmark to focus on fund distribution in the Asia-Pacific region after several years of providing middle market companies in Asia with private capital raising and strategic advisory services.

Annalise
Bellinger
Associate

Annalise supports project management and distribution across a range of client mandates, developing presentations for fund managers and responding to due diligence requests.

William
Hensley
Analyst

William supports project management and distribution across a range of client mandates, developing presentations for fund managers and responding to due diligence requests.

Jenny
Hammock
Controller

Jenny joined Trailmark to lead accounting and to support compliance processes for the firm.

Alex
Shakhnovsky
IT Director

Alex joined Trailmark to manage the firm’s IT infrastructure.

We manage only a select number of assignments each year, ensuring our clients receive the highest level of service and dedication throughout the process.

Atlanta

3355 Lenox Road NE
Suite 805
Atlanta GA 30326
+1 404 869 4600

New York

757 Third Avenue
20th Floor
New York NY 10017
+1 212 235 1083

London

25–27 Heath Street
Suite 6
London
NW3 6TR
+44 20 3514 5421

Singapore

11 Collyer Quay
Suite 17-32
Singapore 049317
SG +65 9037 0327
HK +852 8170 1464

Atlanta

3355 Lenox Road NE
Suite 805
Atlanta GA 30326
+1 404 869 4600

New York

757 Third Avenue
20th Floor
New York NY 10017
+1 212 235 1083

London

25–27 Heath Street
Suite 6
London
NW3 6TR
+44 20 3514 5421

Singapore

11 Collyer Quay
Suite 17-32
Singapore 049317
SG +65 9037 0327
HK +852 8170 1464
Trailmark affiliates include Trailmark Inc., FINRA member firm and regulated by the US SEC, and Trailmark Group Ltd, authorized and regulated by the UK FCA. Products and services are offered in jurisdictions where the firms and their representatives are registered or exemptions from registration exist.
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