Our Team

Our seasoned team operates in a collaborative environment led by a management team with an average of 20+ years experience.

Our Team

Our seasoned team operates in a collaborative environment led by a management team with an average of 20+ years experience.

"We strive to maintain a setting that encourages intellectual curiosity and entrepreneurial mindsets."
- Mike Rovner, Managing Partner
SENIOR MANGEMENT
Mike Rovner
Founder / Managing Partner
Manages the General Partner and is a member of the Investment Committee

Experience
Industry: 20+ years
Ovation: 11 years

  • Founded Ovation Partners and Vida Capital
  • Formerly led the financial services team at Austin Ventures; Previously led mergers and acquisitions at Mission Critical Software (NASDAQ: MCSW)

Education
B.A. in English
(University of California at Los Angeles)

Jeff Serra
Founding Partner
Serves as senior advisor to the firm and is a member of the Investment Committee

Experience
Industry: 20+ years
Ovation: 11 years

  • Founded Ovation Partners and Vida Capital
  • Formerly CEO of Phibro Energy USA, subsidiary of Solomon Inc. (1992-1997)

Education
B.S. in Civil Engineering (University of Virginia)
M.S. in Industrial Administration (Purdue University)

Josh Bullock
Partner / Managing Director
Oversees deal sourcing and investment strategy and is a member of the Investment Committee

Experience
Industry: 19 years
Ovation: 6 years

  • Formerly senior vice president in Capital One’s Specialty Finance Lender Group
  • Held various commercial credit and business development roles during banking career

Education
B.S. in Finance (Louisiana State University)
Harvard Business School General Management Program

Joel Katz
Partner / Chief Operating Officer
Advises investor relations, financial, and risk teams and is a member of the Investment Committee

Experience
Industry: 20+ years
Ovation: 5 years

  • Previously served as CFO for both Vignette Corporation and Harbinger Corporation

Education
B.B.A. in Accounting
(University of Georgia)

Melissa McCarthy
Chief Financial Officer
Oversees financial strategy and reporting

Experience
Industry: 6 years
Ovation: 6 years

  • Previously audit senior manager at KPMG US LLP

Education
Master in Professional Accounting
(The University of Texas at Austin)
B.B.A. (The University of Texas at Austin)
Active CPA license holder

Our Professionals
Anna Jones
Chief Compliance Officer / Director of Investor Relations
Administers compliance program and fosters Registered Investment Advisor relationships

Experience
Industry: 6 years
Ovation: 6 years

  • Previously senior account executive at advertising agency, HCB Health

Education
B.S. in Public Relations
(The University of Texas at Austin)
Series 65 license holder

Haley Haustein
Investor Relations Senior Associate
Manages investor operations and supports fundraising efforts

Experience
Industry: 5 years
Ovation: 5 years

  • Previously associate at The National Alliance for Insurance Education & Research

Education
B.B.A. in Business Management
(Texas State University)
Series 65 license holder

Kevin Faucheaux
Principal
Sources, underwrites, and manages investments (Consumer & Commercial)

Experience
Industry: 20+ years
Ovation: 2 years

  • Previously SVP in Capital One’s Asset Based Lending Group
  • Former field exam director at Capital One

Education
B.S. in Finance (Louisiana State University)

AJ Jarrett
Principal
Sources, underwrites, and manages investments (Consumer, Commercial & Litigation)

Experience
Industry: 12 years
Ovation: 6 years

  • Previously VP in Capital One’s Specialty Finance Lender Group

Education
MBA in Corporate Finance and Internal Audit (Louisiana State University)
M.S. in Accounting and Finance (Tulane University)
CPA license holder

Troy Ritter
Principal
Sources, underwrites, and manages investments (Consumer, Commercial & Real Estate)

Experience
Industry: 19 years
Ovation: 5 years

  • Previously SVP in Capital One’s Specialty Finance Lender Group

Education
M.S. in Accounting (Louisiana State University)
B.S. in Accounting (Louisiana State University)
Center for Internal Auditing program alumnus (Louisiana State University)

Jeremy Burkhalter
Vice President
Sources, underwrites, and manages investments (Real Estate)

Experience
Industry: 10 years
Ovation: 3 years

  • Previously worked on the investments team of a publicly traded REIT, and prior to that worked for a capital markets firm in Dallas.

Education
M.S. in Finance (The University of Texas at Dallas)
B.A. in Economics (The University of Texas at Austin)

Drew Williamson
Analyst
Supports the portfolio team in investment analysis and monitoring

Experience
Industry: 1 year

  • Previously worked on the risk management team at Prudential Financial

Education
B.A. in Economics (Colby College)

Monica Galic
Analyst
Supports the portfolio team in investment analysis and monitoring

Experience
Industry: 4 years

  • Previously senior analyst for the credit department at GetBackd
  • Formerly financial representative for Cetera Investors

Education
B.S. in Finance (Berea College)

Taylor Pousson
Vice President of Finance and Accounting
Implements financial strategy and supervises all accounting and financial forecast activities

Experience
Industry: 3 years

  • Previously audit manager at KPMG US LLP

Education
M.P.A. in Business (The University of Texas at Austin)
B.B.A. (The University of Texas at Austin)
Active CPA license holder

Thomas Liston
Director of Finance and Accounting
Supervises all accounting and financial forecast activities of the tax lien strategy

Experience

  • Previously worked in the oil and gas vertical at Workrise
  • Formerly a key finance leader in an ultra-high net worth family office

Education
B.B.A. and Master in Accounting (St. Bonaventure University)

Sandy Lu
Accounting Manager
Supervises accounting staff and supports all accounting and financial forecast activities

Experience
Industry: 2 years
Ovation: 2 years

  • Previously worked within the audit practice at Ernst & Young LLP

Education
B.S. in Accounting & Information Systems and Operations Management (George Mason University)

Allison Nolton
Operations & Human Resources Manager
Oversees office operations and human resources

Experience
Industry: 5 years
Ovation: 5 years

  • Previously served as Healthspottr’s operations manager

Education
B.S. in Corporate Communications (The University of Texas at Austin)
Business Foundations Certificate (The University of Texas at Austin)

Jessica Cox
Office Coordinator
Facilitates office operations

Experience

  • Previously office manager for a private family law practice
  • Former litigation assistant at same firm

Education
B.A. in Social Sciences (Jackson State University)
A.A. in Physical Therapy Assisting (South University, Austin, TX)

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Securities offered through Britehorn Securities, A Registered Broker Dealer (member www.finra.org www.sipc.org)

1401 Lawrence St, Suite 1600, Denver, CO 80202. 720-465-5305. www.britehornsecurities.com. Britehorn Securities and Ovation Partners are Not Affiliate Entities.