Welcome to Overlay Capital
Working at Overlay means investing to solve some of the world's biggest problems, while seeking outsized returns for investors. It's a job that requires leading with your mind and a dedication to Overlay’s values. Together, we will help each other do amazing things, operating with a standard of excellence.
Team
Mark is responsible for leading and developing new RIA, Family Office and Institutional relationships. Prior to joining Overlay, Mark spent 20+ years with Merrill Lynch, Goldman Sachs and Nomura Securities servicing institutional investors across family offices, hedge funds, pension and mutual funds focused on both public and private markets.
Mark Borell
Managing Director & Partner
Chadd has primary responsibility for the firm's day-to-day corporate operations and its investment business. He is a member of the investment committee for Overlay Capital and the OMV Leaders Series strategy. Chadd is a Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®).
Chadd Evans
Managing Partner & Chief Investment Officer
As Senior Project Manager and Construction Technology Consultant for Overlay Capital Build, Chelsea supports clients with digital transformation and implementation strategies in the built environment. She also selects emerging technologies to implement on pilot projects. Chelsea joins Overlay with 10 years of experience in the construction industry and has a passion for utilizing technology to reduce carbon emissions in the built environment.
Chelsea Holmes
Senior Project Manager
Ashton is a key member of our investment team, contributing his expertise across various domains including sourcing, research, structuring, due diligence, and investment analysis. Mr. Kille joined Overlay with five years of experience at a private equity fund specializing in infrastructure investments. He holds a degree in finance and global sustainability. Ashton also serves on the board of BASIC (Building a Sustainable Investment Community) and he has earned a certification from US SIF for Sustainable and Responsible Investing (SRI).
Ashton Kille
Senior Associate
Julieta is the Managing Partner of the recently launched Overlay Capital Build. A structural engineer and architect turned social entrepreneur, Moradei is a venture capitalist investing in early-stage startups mitigating the biggest barriers in the built environment. Her unique path from technical design to VC, has led her to hyperfocus on innovation in the construction industry, and empowering entrepreneurs through catalytic partnerships for the past decade.
Julieta Moradei
Managing Partner, Overlay Capital Build
As Investor Communications and Operations Associate, Emma works to optimize investor experience for new and existing limited partners and RIA clients. Between daily operations, communications, social capital, and compliance, Emma’s eyes are on the details that make the Overlay Capital experience personal. Emma specializes in stakeholder communication and digital content production with a professional background in business advocacy, education, and sustainability.
Emma Parry
Associate, Investor Relations
As Director of Accounting & Operations, Katie is responsible for overseeing the firm’s overall investment operations. Having previously held various investment industry roles, most recently as Fund Director at Gen II Fund Services and as Assistant Fund Treasurer at Transamerica Asset Management, Katie has extensive knowledge and experience with the financial services and asset management sides of the business. She has spent over twenty years providing oversight of all aspects within fund administration including regulatory reporting, fund accounting, valuation, and oversight of third-party vendors.
Katie Petty
Director, Accounting and Operations
Ashok is responsible for overseeing the firm’s venture capital fund and direct investments. He is also a member of Overlay Capital’s investment committee. Prior to Overlay, Ashok co-founded and led Unreasonable Capital, a venture capital investment fund focused on scalable impact opportunities in developing markets. He also spent over a decade as a private equity investor, focused on middle-market leveraged buyouts of entrepreneur-driven businesses.
Ashok Reddy
Managing Director & Partner
Scott is a key member of the investment team and oversees investment group operations. He is also a member of the investment committee where he leverages his diverse financial background that - in addition to being an active alternative asset investor - also includes time running an emerging markets fund as well as wealth management. Scott is a Chartered Financial Analyst (CFA®).
Scott Sadler
Director, Investment Strategies
Ben is a member of the investment team, leading origination, diligence, and analysis of investment opportunities. He is also a member of the investment committee where he leverages his interdisciplinary experience across investment banking, private equity, corporate strategy, and technology equity research. Ben is a Chartered Financial Analyst ® (CFA ®) Charterholder and a Level II Candidate in the CAIA ® program.
Ben Schmidt
Director, Investments
Jeff is primarily responsible for driving the growth of Overlay's investment funds platform by aligning our product development, sales, marketing & customer success efforts. With over 20 years of experience at the intersection of capital and values, Jeff has a proven track record of growing alternative investments businesses and optimizing distribution strategies. He has a deep understanding of the industry and is committed to delivering exceptional results for Overlay's investors.
Jeff Sheridan
Managing Partner & Chief Revenue Officer
As Director of Investor Relations, Milena is the point person for many key relationships including our limited partner investors. Having previously held roles at Unreasonable Group and the Australian Consulate General, she has experience at the intersection of venture capital, corporate finance, and policy. Throughout her career, Milena has been an advisor to politicians, business leaders, founders, and investors – with a focus on driving business forward through impact and sustainable finance.
Milena Stojceska
Director, Investor Relations
Brett is responsible for overseeing the firm’s platform growth and building strategic partnerships. He is also a member of Overlay Capital’s investment committee. Prior to Overlay, Brett served as head of sustainable investing for Envestnet (NYSE:ENV) and spent over a decade in alternative asset management for multi-family offices. Brett holds the CSRIC (Chartered SRI Counselor) designation.
Brett Wayman
Managing Partner
Advisors
Mark Castleman is a Managing Director at Intel Ignite and an MIT Sloan Fellow. Mark is an entrepreneur, founder/CE), product designer, tech investor, fund operating partner, fund LP, corporate innovation ecosystem creator, fund founder, fundraiser, start-up advisor, and mentor. He was previously a Partner at Mistletoe, Inc. a $500MM global family office fund investing in entrepreneurs and founder led venture funds from 2018-2022.
Mark Castleman
Kenneth has an extensive career in the family office world dating back to 1990 after starting his career in public accounting.
Kenneth Drummond most recently served as the Chief Financial Officer of The Paul Tudor Jones Family Office. Prior to that role in 2021, Kenneth served as the Chief Financial Officer of The Johnson Company Inc. (the private family office and investment company of the Johnson & Johnson family) for 15 years. Prior to joining the Company in 2006, Kenneth served as a Director of Executive Financial Management of the Estee Lauder family. Additional experience includes ten years with Calvin Klein Inc., where he started as Controller of the licensing division and eventually served as Financial Manager for Calvin Klein and his business partner /co-founder Barry Schwartz when the term “family office” was rarely known.
Kenneth began his career in public accounting and obtained his CPA license soon after graduating college. He also holds a BBA in accounting and an MBA in international finance. Kenneth has served on the advisory board for EisnerAmper Family Office Summit for twelve years and has presented at numerous family office conferences.
He presently concentrates his philanthropic activities at the ALS Association - Greater NY Chapter where he advises numerous individuals on their fundraising strategies.
An avid cyclist, scuba diver, sailor and skier, Kenneth recently relocated from New York City to Florida and now focuses his attention on investing and advising various family offices. His one son lives in Wellington, FL.
Kenneth Drummond most recently served as the Chief Financial Officer of The Paul Tudor Jones Family Office. Prior to that role in 2021, Kenneth served as the Chief Financial Officer of The Johnson Company Inc. (the private family office and investment company of the Johnson & Johnson family) for 15 years. Prior to joining the Company in 2006, Kenneth served as a Director of Executive Financial Management of the Estee Lauder family. Additional experience includes ten years with Calvin Klein Inc., where he started as Controller of the licensing division and eventually served as Financial Manager for Calvin Klein and his business partner /co-founder Barry Schwartz when the term “family office” was rarely known.
Kenneth began his career in public accounting and obtained his CPA license soon after graduating college. He also holds a BBA in accounting and an MBA in international finance. Kenneth has served on the advisory board for EisnerAmper Family Office Summit for twelve years and has presented at numerous family office conferences.
He presently concentrates his philanthropic activities at the ALS Association - Greater NY Chapter where he advises numerous individuals on their fundraising strategies.
An avid cyclist, scuba diver, sailor and skier, Kenneth recently relocated from New York City to Florida and now focuses his attention on investing and advising various family offices. His one son lives in Wellington, FL.
Ken Drummond
Alexandra Peterson is an advisor and investor focused on impact and sustainability-driven companies and funds. She is a Venture Partner at Desert Bloom Foods, a next-generation food platform, is a mentor to the Good Food Institute, and serves on the Advisory Council of Rockefeller Capital Management. Previously, Alexandra co-founded an ESG advisory and reporting firm, which was acquired in 2020 after nearly a decade of working alongside some of the largest alternative fund managers, family offices and Fortune 100 companies providing frameworks for ESG strategy and integration.
Alexandra Peterson
The Values Driving Our Culture
Maintaining a strong culture anchored in clear, frequently communicated values is at the heart of what makes Overlay Capital a leader. We are committed to the highest standards of ethics, business conduct, and company principles, and every employee is expected to uphold these standards.