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Senior Leadership
 
Carolyn Bass, Partner and Co-Founder
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Carolyn Bass has over fifteen years experience in investor relations, investment banking and management consulting. Previously, Carolyn was a Group Director at one of the largest national IR firms, Morgen-Walke Associates (MWA), where she managed the firm's west coast technology practice. Prior to joining MWA, Carolyn was an investment banker at Genesis Merchant Group and Sutro & Co., where she worked on a variety of public equity offerings, PIPEs, private placements and financial advisory engagements. From 1989 to 1992, she was a management consultant with Ernst & Young's Management Consulting group, and Cambridge-based Analysis Group, Inc. Carolyn holds a B.S. in Mathematical Economics with an emphasis in Finance from the University of California at Berkeley and received a post-graduate fellowship in Business Policy and Strategy from the University of British Columbia.
 
JoAnn Horne, Partner and Co-Founder
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JoAnn Horne has over eighteen years of investor relations and investment banking experience. Previously, JoAnn was Principal and Director of West Coast Operations for Morgen-Walke Associates (MWA), where she supervised the San Francisco office comprised of over 50 public and private client companies. From 1994 to 1999, JoAnn was a Vice President in institutional sales at Goldman Sachs & Co. in New York, covering major NY/East Coast institutional clients. She also spent six years at MWA, New York prior to joining Goldman Sachs. JoAnn has a B.A. in English and Business from Fairfield University. Speaking engagements include: "Mission Impossible: Surviving and Succeeding in Today's Funding Environment"; Venture One/Nasdaq "Ready, Set, Go! IPO;" and PRSA "Regaining Investor Confidence in the Current Market Environment."
 
Ed Keaney, Senior Vice President
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Ed brings significant experience from a variety of roles on Wall Street. Early in his career, Ed was a Research Analyst and Director of Research at Stifel, Nicolaus & Co. and Volpe Brown Whelan. He then became Managing Director in Investment Banking at WR Hambrecht & Co. and Merriman Curhan Ford. Most recently Ed was a Principal at Mindful Investors, a Private Equity Fund focused on organic and natural consumer companies. Ed holds an MBA from Washington University and a BS in Economic from Saint Louis University.
   

 

 

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