Curtis Feeny, Chair of the Investment & Finance Committee
Curtis Feeny has invested in enterprise software for 19 years with a focus on data analytics. His boards have included Khan Academy, Stanford Federal Credit Union, Staples (SPLS: NYSE), Ayla Networks, Kaggle, Wise.io, Autogrid, Sensys, Social Survey, and numerous other successful startups. Curtis serves on the Board of Directors of Silicon Valley Executive Network, a professional organization with 500 Valley tech companies and 2,000 C- level execs as members. He also invested early in Plangrid (acquired Autodesk), Accuray (IPO), and other successful startups out of Stanford University. He served on the board of Trammell Crow Company (TCC: NYSE), which was purchased by CB Richard Ellis (CBG: NYSE) in 2006. Curtis was appointed by President George W. Bush to be a Trustee of the Presidio Trust. Previously, Curtis was the first Executive Vice President of the newly formed Stanford Management Company, helping oversee the University’s endowment from 1992 to 2000, when assets under management grew from $1.5 billion to $9 billion. Curtis has an MBA from Harvard Business School and a BS in mechanical engineering from Texas A&M University.
Sean Kelleher
Sean Kelleher is the President of Austin Atlantic Asset Management Co., an institutional investment management firm. He and his wife Margaux moved to Park City full time in 2014 after many years as part-timers. He spent the majority of his career working in New York in finance for firms such as Merrill Lynch, Deutsche Bank, and Alliance Bernstein. Mr. Kelleher is also the developer of a sustainable residential real estate development in the Old Town neighborhood of Park City known as Echo Spur. Mr. Kelleher is a graduate of the University of Virginia’s McIntire School of Commerce and is a member of its Alumni Advisory Board. He is also a Chartered Financial Analyst.
Jon Monk
Jon Monk works at Merrill Lynch to help individual and corporate clients manage transition events such as retirement with a relationships-based approach encompassing estate planning, lending, and credit issues, investing management, and more.
Franklin L. Morton
Franklin serves as a Director and Investment Committee member of the Golden Apple Foundation, which fosters excellence in teaching. Additionally, he is Chairman of the Investment Committee at the Northeast Illinois Council of Boy Scouts of America where he has received a District Award and Council President’s Award. Other board positions include director and shareholder at Credo Capital Management, LLC., a trustee at Diocesan Foundation, and trustee at Northfield, Illinois Police Pension Plan. Professionally, Franklin worked for more than 15 years as Senior Vice President, Director of Research, Investment Committee member, and shareholder at Ariel Investments, LLC. based in Chicago, IL. Prior to that, he worked as Vice President of Research at Alex Brown, Inc. Franklin received a BA in Political Science at Middlebury College and an MBA from Darden School of Business at the University of Virginia.
Paige Penze, Chair of the Board
Paige Penze is a Senior Relationship Manager on the Global Commercial Banking Transformative Technology Team at Bank of America. In this role,Paige originates, develops, and manages relationships with VC and Private Equity sponsored and publicly traded companies in the technology sector in Utah. Prior to joining the commercial bank, Paige worked on the Global Transaction Services Innovation Team at Bank of America developing innovative concepts and value propositions for emerging technology use cases. Paige started her career with Merrill Lynch in Global Equities where she was an Equity Trader and Sales Trader for over fifteen years. Paige and her family moved to Park City from New York City in 2016 and is the Chair of the Board at Park City Community Foundation. She has also served as Chair of the US Swimming Investment Committee for over 15 years. She is a former US Swimming National Team member, a 4-time National Champion, and a former American Record Holder. Paige has an MBA from the McCombs School of Business at the University of Texas at Austin and a Bachelor of Business Administration from the University of Georgia.
Millicent Tracey, Treasurer
Millicent Tracey’s professional background is in fintech and financial services. She spent 19 years at Wells Fargo working in online banking for business and building digital payment platforms like Zelle. Prior to her time in the financial industry, she spent a short time working as an attorney and tax consultant for hedge funds. Nowadays, Millicent can be found working closely with her favorite nonprofits – Park City Community Foundation, Mountain Town Music, Kids Play International, Communities That Care, and Park City Angels. Millicent is passionate about developing girls into strong, educated, confident, and mentally healthy adults and believes wholeheartedly in the saying, “educate girls and save the world.” Maybe that’s why Millicent offers up her time to advise several female-founded start-ups. She also loves indulging in music and film and is currently an executive producer of the documentary, Bias, which explores unconscious bias in the workplace. Millicent has also served on our Audit Committee and recently stepped into the role of Audit Committee Chair.
Neal Simon
Neal Simon has more than twenty years of experience in the financial services industry. He founded Highline Wealth Management in 2002 and served as its Chief Executive Officer until its sale in 2015. He subsequently served as CEO of Bronfman Rothschild from 2015 to 2019, during which time the firm grew to approximately $6.5 billion in assets under management. During his 17 years in leadership, he raised two rounds of private equity financing, completed 7 acquisitions, and oversaw the sale of the combined business to NFP, which was renamed Wealthspire. Mr. Simon served for five years on the board of Savant Wealth Management and currently serves on the boards of Soltis Investment Advisors and Exencial Wealth Management. Mr. Simon has held leadership roles in several philanthropic organizations, including serving as Board Chair of the Greater Washington Community Foundation and the Montgomery County Community Foundation. He holds a BA in Applied Mathematics and Economics from Brown University and an MBA from the University of Chicago Booth School of Business.
Blake Winchell
For the past 40 years, Blake has focused on private equity investments, most recently as founder and Managing General Partner of Partner Ventures. Blake joined Bain & Company in 1978 and was one of the founders of the San Francisco Bain office. He has served on 28 private and public Boards and currently serves on the Boards of MotionVFX, Echo Point Books and Media and Thillens, Inc. Blake graduated from Dartmouth College with high honors in English and Economics, received his MBA from Stanford Business School and is a Certified Public Accountant. Blake and his wife Lou Ann moved to Park City from Silicon Valley in 2021. He is a member of the Young President’s Organization and is an adjunct professor at IE Business School in Madrid, Spain, one of Europe’s leading business schools, where he teaches courses in both Entrepreneurship and Venture Capital and Entrepreneurial Acquisition.
