Ross Iverson Email & Phone Number

As Managing Partner, I lead the firm's strategy and culture, sit on the investment committee, and work on unlocking value across our portfolio. I have built my career around balancing investment decisions, market expansion, and leadership within organizations to reach optimal scale. I was honored to land on the Worthy 100 list in 2021 as one of the top 100 entrepreneurs in the country building firms that are making a difference. My experience growing investments came originally as an operating President where I scaled the firm 400%, and exited to a private equity investor in 2009. My industry leading efforts placed the firm on the Inc. 5000 as one of the fastest growing firms in the category due to an innovative mortgage finance program I co-developed.I founded the advisory firm Strategic Architect, where I worked closely with over 20 companies annually, each with between $5M and $500M in revenue. I counseled C-Suite and family offices on investment decisions, market expansion strategies, along with exit preparedness. I have trained 5,000+ leaders on implementing strategies linked to cash flow, debt structures, sales strategies, and marketing plans to unlock growth. Clients have included: the PGA Tour, Vail Resorts, DOW, and the University of Colorado.I earned my finance degree from the University of Colorado at Boulder, an Executive Leadership Scholar at Northwestern's Kellogg School of Management, and a Financial Management Certificate from Cornell University. I have volunteered at the University of Colorado to help launch the first-ever leadership certificate program, and have been active in supporting the school through experiential leadership retreats in Vail, and supporting students to develop a values-based approach in business through their Center for Ethics and Social Responsibility(CESR).Outside the office, I love to share nature with friends and family; I am an avid hiker, skier (uphill and downhill), biker, golfer and fly-fisherman.

Listed skills include Entrepreneurship, Business Development, Strategy, Strategic Planning, and 36 others.