Team

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Co-Founder & Principal

Boris has over a decade of experience across private equity, venture capital, advisory/professional services and corporate finance. Prior to co-founding Phalanx, Boris worked in PE/VC investing and M&A advisory roles at 777 Partners, Pelican Ventures and Blue Ops Partners, where his industry experience included financial services, tech, transportation and industrials. Previously, he also worked in corporate finance and professional services roles at PowerPlan, GATX and Insurety Capital. Boris completed his undergraduate degree in Industrial Engineering at Georgia Tech and his MBA at Chicago Booth. 

Outside of work, Boris enjoys spending time with his wife and young daughter, running, weightlifting, and traveling.  

Co-Founder & Principal

Dave has a decade of experience leading teams in operations and managing private investments. Dave currently manages Oakwood Legacy Partners, a holding company of alternative assets that include real estate, cryptocurrency, and private debt. Previously, he oversaw SMB vendor portfolios that included medical services, concession services, communications/IT, construction, aircraft production, and ship repair under the US Air Force and the US Coast Guard. Dave holds a BS in Biology from the US Air Force Academy, an MS in Finance from Boston College, and an MBA from Chicago Booth.

Co-Founder & Principal

Ben has over a decade of financial services related experience ranging from investment banking, M&A corporate development, and investing oriented roles. Ben began his career at Bank of America Merrill Lynch as a analyst covering insurance industry. In addition to knowledge with insurance industry, Ben has also worked in and is knowledgeable about SaaS, O&G, and travel industry. 

Ben received his undergraduate degree in Finance at The University of Texas at Austin. 

Ben enjoys spending his time cheering on the Texas Football team, reading and quietly drinking tea.