Industry Experts You Can Trust

Bringing you over 200 years of combined wealth advisory, financial planning, real estate, venture capital, and private equity experience.

Our Leadership's Focus

We are dedicated to our investors and operate by these core principles

Income
Generation

Attractive Risk
Adjusted Returns

Curated
Access

Communication
& Transparency

Meet Our Skilled Team of Leaders

Our executive leadership team spent their first careers at some of the largest financial institutions in the world, working globally to lead teams of institutional risk managers and traders. We bring this Wall St. trained risk management expertise to every decision we make in every asset class, and complement it with a commitment to client service and reporting.

Ballast Rock Asset Management Leadership Team

Thomas Carroll

Founder & CEO

Simon O'Shea

Chief Investment ​Officer

Ian Garcia

COO Sunbelt Funds

Dirk Hall

COO, BRPW & Ballast Rock Group

Mike Schmansky

Chief Financial Officer

Nate Lewis

General Counsel

Acronym Venture Capital Team

Joshua B. Siegel

General Partner

Mat Kaliski

Principal

Ballast Rock Asset Management Team

Brad St. Onge

Director of Investor ​Support

Jana Carroll

Foundation Director

Steve Ponce

Corporate Controller

Jennifer Solar

Director ​of Marketing

Sarah Spence Morgan

Director of Human Resources

Lauren Niziol

Accounting & Human Resources

Kyle Fitzgerald

Investment Director

Adam Goldenberg

Investment Associate

Davis Leath

Investment Analyst

Sunbelt Properties Leadership Team

Danielle Miner

CEO ​Sunbelt Properties

Beau Bates

Director of Maintenance

Rachel Knight

SC/NC Regional Manager

Sabine Thompson

AL/GA Regional Manager

Every big or small action helps advance the cause.

The Ballast Rock Foundation was established by the Ballast Rock team to help alleviate housing insecurity and educational inequality in all its forms. The Ballast Rock Foundation provides a vehicle to engage our employees and investors in giving back by working closely with our carefully selected charitable partner organizations that help us fulfill this mission.