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  Team

At A Glance


12 investment professionals

More than 100 years of combined experience investing in leading middle market companies

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Shannon Moffett | Controller

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Shannon joined Windjammer in 2014 and is responsible for all of the Firm’s accounting functions including financial and income tax reporting for Windjammer entities, management of the limited partnership and affiliated entities and management of the limited partner accounts, transactions and personnel administration.  Shannon’s career includes both accounting and finance experience in real estate, construction and manufacturing.  Prior to joining Windjammer Shannon was the Director of Accounting and Finance for a regional homebuilder where she gained considerable experience working with complex entity structures and managing investor relations.  Shannon graduated summa cum laude with a BS from Chapman University and holds the Certified Public Accountant (CPA) designation.  She is located in the Firm’s Newport Beach office.

NEWPORT BEACH

Managing Principal
Robert (Bob) Bartholomew

Managing Director
Jeff Miehe

Managing Director
Matt Anderson

Vice President
Ryan Pertz

Associate
Trent Hegseth

BOSTON

Managing Director
Rob Quandt

Managing Principal
Costa Littas

Managing Director
Gregory J. Bondick

Managing Director
John Donahue

Managing Director
Craig S. Majernik

Senior Associate
Rob Madorsky

Senior Associate
Peter McGah

Associate
Sam Beach

Associate
Jeff Jay

OPERATING EXECUTIVE TEAM

Operating Director
Brandon Edlefsen

Operating Director
Helen Ruth

Operating Consultant Partner
Tim Ristoff

Operating Consultant Partner
Tony Sugalski

FINANCE & MARKETING

CFO & CCO
Jeffrey J. Dunnigan

Marketing Director
Michael Bartholomew

Marketing Director
Kerry Muse

Portfolio Manager
Connie Choung

Controller
Shannon Moffett