2024 Year in Review: Summit Portfolio Companies Build Boards and Expand Executive Teams

Throughout 2024, Summit portfolio companies welcomed numerous accomplished executives and industry leaders to their ranks, expanding boards of directors and growing executive leadership teams.

Notable Board of Director announcements include:

StackAdapt Welcomes Anne DelSanto to Board of Directors
‍Bringing deep experience in go-to-market strategies and board governance, DelSanto’s extensive career includes serving as Executive Vice President at Salesforce, as well as leadership roles at Oracle and IBM. Read more >

Former Shopify CFO and Small Business Advocate Amy Shapero Joins Jobber's Board of Directors as Company Positions Itself to Lead Tech Adoption in Home Service
‍Shapero brings extensive finance, strategy, and operating experience in mission-driven, high-growth companies developing disruptive technology to level the playing field for small and medium-sized businesses. She most recently served for nearly five years as CFO at Shopify (NYSE: SHOP). Read more >

Hallmark Appoints Healthcare Leader and Patient Experience Innovator Patrick T. Ryan as Board Chairman
‍Chairman and CEO of Press Ganey since 2012, Mr. Ryan brings 35 years of industry leadership experience improving safety, quality, and patient experience. Read more >

LifeStance Appoints Dr. Teresa DeLuca, Tenured Healthcare Executive and Practicing Psychiatrist, to Board of Directors
‍Dr. DeLuca is a psychiatrist and accomplished physician executive with over 20 years of leadership experience, having held senior executive leadership roles at Magellan Health, Humana and Walgreens. Read more >

Immersive Labs Appoints Global Cybersecurity Executive Oliver Newbury to its Board of Directors
‍Mr. Newbury’s prior roles include Global Chief Information Security Officer (CISO) at Barclays and Chief Technology Officer for BT’s Security Division. Learn more. Read more >

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Notable executive team additions include:

RWA Wealth Partners Announces Michelle Knight as Chief Executive Officer
‍Most recently, Knight served as RWA Wealth’s President following the merger of Adviser Investments and Ropes Wealth Advisors. Prior to the merger, Knight served as CEO and Chief Economist at Ropes Wealth Advisors, helping to grow the firm to more than $7 billion in assets. Read more >

Akeneo Welcomes Romain Fouache as CEO to Elevate Innovation and Growth
‍Mr. Fouache brings 22 years of experience in high-growth software businesses, previously serving as COO and CRO at Dataiku, the leading platform for everyday AI. Read more >

Klaviyo Appoints Carmel Galvin as Chief People Officer
‍Ms. Galvin joins Klaviyo from Stripe where she served as Chief People Officer. She brings over two decades of leadership experience in human resources in fast-growing global software and technology organizations, including Autodesk, Glassdoor and Advent Software. Read more >

CluePoints Appoints Richard Young as Chief Strategy Officer
‍Mr. Young brings 30 years of experience in clinical data management, with previous roles at Veeva Systems, Medidata, Cmed Group and PAREXEL International. Read more >

Hallmark Appoints Dimitry Plotko as Chief Product and Technology Officer
Mr. Plotko joins Hallmark after serving in senior product development and engineering roles at ADP and Intuit. Read more >

Jamf Announces Additions of Andrew Smeaton as CISO and David Rudow as Chief Financial Officer
‍Mr. Smeaton brings over 25 years of global information security experience, navigating complex, multi-stakeholder environments across Europe, North America, and the Middle East. Read more >

Mr. Rudow is a seasoned financial executive with significant experience in both public and private high-growth technology companies. Read more >

Keeper Security Appoints SEC Veteran James Scobey as Chief Information Security Officer
‍Mr. Scobey's experience encompasses almost three decades of cybersecurity, information technology and leadership roles across both the public and private sectors. Read more >

Later Announces Leadership Transition, Names New CEO
‍Co-founder Lyle Stevens assumes role of Chief Strategy Officer and Scott Sutton named Chief Executive Officer to Lead Next Phase of Expansion. Mr. Sutton’s experience includes prior roles at ZoomInfo and Daimler. Read more >

Netgain Appoints Roman Bukary as Chief Revenue Officer
‍Mr. Bukary brings an impressive background to the Netgain team, with experience leading revenue teams at Phenom, Oracle, NetSuite, and SAP. Read more >

Patriot Growth Insurance Services Adds Chief Accounting Officer
‍Robert (Bob) Monard Bob brings with him a wealth of experience, having spent over 20 years with a large regional insurance broker as Treasurer and Controller. He is also a certified public accountant. Read more >

StackAdapt Appoints Cassandra Hudson as Chief Financial Officer, Darcie Henry as Chief People Officer and Ryan Nelsen as Chief Marketing Officer
‍Ms. Hudson brings a wealth of financial expertise to StackAdapt, having held leadership roles at various high-growth companies, including EngageSmart and Carbonite. Read more >

Ms. Henry has held executive roles at Fortune 50 and public companies such as Amazon and Snapchat, as well as pre-IPO at Flexport. Read more >

Mr. Nelsen brings 17 years of strategic marketing expertise and has held marketing leadership roles at Qualtrics and MX. Read more >

Trintech Strengthens Commitment to Partner Ecosystem with Chief Partner Officer Appointment
‍Mekaela Davis previously served as SVP, Partner Success & Global Advisory at Trintech. The appointment of a Chief Partner Officer reinforces the company’s commitment to building and maintaining a strong global partner network. Read more >