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.

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Bruce
Williamson, CFA
Co-founder & Senior Managing Director

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

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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.

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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.

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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.

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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.

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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.

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William
Hensley
Senior Analyst

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

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Jenny
Hammock
Controller

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

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Alex
Shakhnovsky
IT Director

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

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

Contact Us

We are available to share our perspectives and experience as you prepare for your next fundraising journey.

Atlanta

3355 Lenox Road NE
Suite 805
Atlanta, GA 30326
+1 404 900 5501

London

46A Frognal
London NW3 6AG
United Kingdom
+44 20 3514 5421

Contact Us

We are available to share our perspectives and experience as you prepare for your next fundraising journey.

Atlanta

3355 Lenox Road NE
Suite 805
Atlanta GA 30326
+1 404 900 5501

London

46A Frognal
London
NW3 6AG
United Kingdom
+44 20 3514 5421
The firm and its affiliates include Trailmark Inc., member of FINRA and regulated by the US SEC; Trailmark Group Ltd, authorized and regulated by the UK FCA; and Trailmark Lda, tied agent of a registered and authorized entity with the CMVM of Portugal. Securities are offered to US investors through Trailmark Inc., located at 3355 Lenox Road NE, Suite 805, Atlanta, GA 30326 USA. Information provided here does not constitute an offer to sell or a solicitation to purchase an interest in any investment vehicle. Any such offer shall be made only pursuant to formal offering materials, and any information transmitted here is qualified by such offering materials. If an institutional investor requests further information regarding an offering, the investor attests that it is an institutional customer capable of evaluating investment risks independently, both in general and with regard to particular transactions and investment strategies involving a security or securities.
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