10 private equity fund CFOs
Chief Financial Officer, Partner & Chief Financial Officer and Executive Vice President and CFO, Private Equity Funds are among the current titles held by these private equity fund CFOs at private equity and growth equity firms. A reader can learn how private equity fund CFOs approach their work from people who have held the role.
Professionals to explore
Anne Dean, CPA
LinkedInExperience: Chief Financial Officer · Valor Equity Partners
Anne Dean has been Chief Financial Officer at Valor Equity Partners since September 2022, based in the Chicago area. Anne Dean was Vice President of Finance at Valor Equity Partners from 2020 to 2022 and Senior Director of Finance there from 2019 to 2020, and was earlier a Director and Senior Manager at PwC.
David Willmore, CPA
LinkedInExperience: Chief Financial Officer · Surge Private Equity
David Willmore has been Chief Financial Officer at Surge Private Equity since October 2025, based in Coppell, Texas. David Willmore was Chief Accounting Officer at NexPoint Advisors, L.P. from 2021 to 2025 and Senior Manager, Real Estate Accounting there from 2019 to 2021, and also served as VP of Finance at NexPoint Residential Trust from 2020 to 2025.
Emily Cooney
LinkedInExperience: Chief Financial Officer · PeakEquity Partners
Emily Cooney has been Chief Financial Officer at PeakEquity Partners since September 2024 and has also been Chief Financial Officer at MP Next Capital since September 2024, based in Greater Philadelphia. Emily Cooney was Controller at MP Next Capital from 2023 to 2024 and Senior Accountant there from 2021 to 2023.
Jason Currier
LinkedInExperience: Partner & Chief Financial Officer · BayPine
Jason Currier has been Partner & Chief Financial Officer at BayPine since November 2023, based in Boston. Jason Currier was Chief Financial Officer, Private Equity at Audax Private Equity from 2017 to 2023 and Vice President Finance at General Atlantic from 2014 to 2017, and describes expertise in financial reporting and operations in private equity and venture capital.
Masumi Waida
LinkedInExperience: Chief Financial Officer · Ara Partners
Masumi Waida has been Chief Financial Officer at Ara Partners since January 2026, based in Dallas, and was Chief Financial Officer at ACON Investments, L.L.C. from 2019 to 2026. Masumi Waida describes building and managing the infrastructure behind platforms that invest through private equity funds, hedge funds and managed accounts.
Matt Weinstein
LinkedInExperience: CFO · Terminus Capital Partners
Matt Weinstein has been CFO of Terminus Capital Partners since July 2025, based in Atlanta, and describes the firm as a private equity firm and majority investor in small-cap companies. Matt Weinstein was COO at Walnut Grove Capital Partners from 2021 to 2025, Controller at Sunstone Partners from 2018 to 2019 and CFO at Cascade Ridge Capital from 2016 to 2018.
Pete Lee
LinkedInExperience: CFO · DC Capital Partners Management, LP
Pete Lee has been CFO at DC Capital Partners Management, LP since April 2026, based in the Washington DC-Baltimore area, and describes a focus on fund operations and portfolio company oversight. Pete Lee was CFO and CCO at NaviMed Capital from 2023 to 2026 and Partner at American Industrial Partners from 2022 to 2023, after serving as Director of Finance there.
Robert Meyer
LinkedInExperience: Chief Financial Officer · Paine Schwartz Partners
Robert Meyer has been Chief Financial Officer at Paine Schwartz Partners since December 2007, based in Palo Alto, and describes the firm as a private equity firm. Robert Meyer was Vice President of Finance at Fox Paine from 2005 to 2007 and a Partner at Jones, Schiller & Littman LLP from 2003 to 2005.
Ryan Horstman, CPA
LinkedInExperience: Chief Financial Officer · Kainos Capital
Ryan Horstman has been Chief Financial Officer at Kainos Capital since May 2025, based in Keller, Texas, and describes experience in private equity and partnership accounting. Ryan Horstman was CFO / CCO at Vortus Investments from 2024 to 2025, at Trinity Hunt Partners from 2018 to 2023 and at Kildare Partners from 2013 to 2018, after finance roles at TPG.
Sergio Vieira, CPA
LinkedInExperience: Executive Vice President and CFO, Private Equity Funds · Audax Private Equity
Sergio Vieira has been Executive Vice President and CFO, Private Equity Funds at Audax Private Equity since August 2025, based in the Boston area. Sergio Vieira was Senior Vice President, Finance at Audax from 2023 to 2025 and Vice President and Controller there from 2013 to 2023, and earlier worked in alternative investments at State Street.
Choose the right perspective
Match the firm's size and strategy to your question, since a large multi-fund platform and a smaller lower middle market sponsor run fund finance differently. Check when each person started the current role to judge how recent their view is.
Questions to take into the conversation
- 01What did you change first in fund reporting and operations when you took on your current CFO role?
- 02How do you handle investor reporting requests and audits across several funds at once?
- 03Which parts of fund finance do you keep in house and which do you hand to a fund administrator, and why?
Reaching private equity fund CFOs
How can I contact one of these private equity fund CFOs?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Valor Equity Partners, Surge Private Equity and PeakEquity Partners, based on profile data retrieved on October 22, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach private equity fund CFOs?
You choose the offer, starting at $5 per person. The offer is what the person receives, and Instant Expert's fee is added on top, so a $100 offer costs you $125. The fee is 20% of what you pay. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
Can an AI agent ask one of these private equity fund CFOs a question?
Yes. An agent with a USDC wallet on Base can ask one question without an Instant Expert account. It names the person, for example by the LinkedIn URL on this page, and pays per ask over x402 (HTTP 402). The person answers in writing or by voice note, and if nobody answers within 7 days, the payment goes back to the wallet automatically. Claude and ChatGPT can do the same through the Instant Expert connector: setup is at /docs/mcp for Claude and /docs/chatgpt for ChatGPT. x402 docs
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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