Our Team

Meet The Team

Joshua Phillips

Joshua Phillips

Founder & Managing Partner

Prior Experience: Founder and Managing Partner of Peninsula Pacific Strategic Partners (PPSP), Founding member and Partner at Aurora Resurgence, Principal at American Capital Strategies, Associate at Jefferies & Company.

Education: MBA from Harvard and BA in Business/Economics from UCLA.

Hirak Bali

Hirak Bali

Principal

Prior Experience: Vice President at TCW Group, Associate at Aurora Resurgence, Analyst at Jefferies & Company.

Education: BA in Business/Economics from UCLA.

Toby Bailey

Toby Bailey

Principal

Prior Experience: NBA agent for more than a decade at Rival Sports, Paradigm Sports Management and 20/20 SM. Professional basketball player for 14 years in the NBA and throughout Europe. Four-year starter at UCLA, winning a National Championship (1995), UCLA Hall of Fame inductee.

Education: BA in History from UCLA.

Jack Kelley

Jack Kelley

Vice President

Prior Experience: Associate at Bond Companies and Analyst at Hal Real Estate Investments.

Education: BA in Economics and History from Harvard.

Joshua Overturf

Joshua Overturf

Senior Associate

Prior Experience: Investment Banking Analyst at Lazard and Corporate Development Senior Analyst at a healthcare services company.

Education: BBA in Accounting and Finance from the University of Wisconsin-Madison.

Brittany Aguilar

Brittany Aguilar

Office Manager

Prior Experience: IT Help Desk Support Intern at UCLA Health.

Education: BA in Psychology and Sociology from College of the Holy Cross.

Daniel Levens-Lowery, CPA, CFA

Daniel Levens-Lowery, CPA, CFA

Associate

Prior Experience: Investment Analyst at First Pacific Advisors, Investment Analyst at Northrop Grumman, and Associate at Ernst & Young

Education: BA in Economics and Accounting from UCSB

Ralph Cassannello

Ralph Cassannello

Associate

Prior Experience: Associate at Skyview Capital, Account Executive for the Tampa Bay Rays and the Pittsburgh Pirates

Education: BS in Sport Management from University of Tampa