Our Team

Equilibrium is organized
around four functions:

  • Innovation and research to deliver unique scalable investment product.
  • Management and operations for portfolios of productive real assets.
  • Structuring, administration, and reporting on our portfolio performance, delivering transparency, returns, sustainability, and continuous improvement.
  • Capital formation to deliver both current returns and future appreciation.

Our team brings together experienced fund managers who have previously overseen management of more than $25 billion of institutional capital, with company builders who have founded, grown, led and counseled companies from garage to IPO.

For our team, building and managing investment products that can deliver sustainability-driven returns is deeply personal.

We bring these experiences and commitment together in a team-based culture to deliver superior performance and returns in each of our targeted sectors.

Meet Our Team

Tracy Barlow
Tracy Barlow, SHRM-CP
People and Culture Senior Manager

Bill Campbell
Bill Campbell
Senior Advisor, Special Projects

Kyle Cannelos
Portfolio Management Associate

Dave Chen
Dave Chen
Founder and Chief Executive Officer

Virginia Clark
Director, Portfolio Reporting

Casey Delaney
Casey Delaney
Senior Vice President, Financial Operations

Rebeca Ehrnrooth
Managing Director

Ryan Ensor
Ryan Ensor
Fund Accounting Manager

Michaele Gobel
Michaele Gobel
Chief Financial Officer

Theo Holt
Chief Risk & Compliance Officer

Nick Houshower
Nick Houshower
Managing Director, Investments & Portfolio Management

Beth Smith
Executive Assistant to the CEO

Jared Sperry
Jared Sperry
Principal, Portfolio Operations

Annie Vu
Staff Accountant

Annie Wang
Associate

Board of Directors

Dave Chen
Dave Chen
Chairman

Andrew Turner
Andrew Turner, PhD
Board Member

Wilson Ervin
Board Member

Interested in learning more?

Let's get in touch!
Contact Us