Accelerate Tier Advisors
For clients on the “Accelerate” tier of service, click the “Schedule a Meeting” button below the executive of your choice to schedule one of your quarterly 60-minute meetings.
CEO/CFO’s
Kristian Marquez, CFA
Founder & CEO, CFO
Karen André
Chief Financial Officer
Dan Weise
Chief Financial Officer
Other Leadership
Adam Chen, MBA
Chief Revenue Officer
Jennifer Bierds
Chief of Staff
Olivia Ingram
Head of Platform & Customer Success
Michelle Chils
Head of People Ops
Moishe Brown
Head of Talent Acquisition
Abigail Hodges
Head of Engineering
Our Team: Investors and Operators
Leadership Philosophy
Our leadership team represents a unique combination of investment experience and operational expertise. Within our ranks are CFA® Charterholders, founders, investors, entrepreneurs, intrapreneurs, and VC’s with both successful exits and failures. We take pride in the smart people we call colleagues and have a life-long learning approach to our work. This dual perspective ensures that we understand both what investors are looking for and what founders need to succeed along with the many pitfalls and distractions to avoid.
Continuous Learning and Development
The early-stage ecosystem evolves rapidly, and we’re committed to staying at the forefront of industry trends, best practices, and emerging opportunities. Our team regularly participates in industry conferences, maintains relationships with leading venture capital firms, and continuously updates our knowledge of new technologies, business models, and market dynamics that affect our clients.
