Executive Officers

Jeff Epstein, 64
Co-CEO, CFO & Secretary

Mr. Epstein has since 2011 been an operating partner with Bessemer Venture Partners, a venture capital firm, where he primarily works with chief executive and financial officers to create substantial operational improvements. From 2008 to 2011, Mr.Epstein was executive vice president and chief financial officer of Oracle Corporation (NYSE:ORCL), a global technology company. Prior to joining Oracle, he served as chief financial officer of several public and private companies, including DoubleClick (sold to Google), King World Productions (sold to CBS) and Nielsen’s Media Measurement and Information Group. Earlier in his career, he was an investment banker at The First Boston Corporation. Today Mr.Epstein leads the CFO Advisory Board at Bessemer where more than 100 portfolio company CFOs meet in person and online to help each other improve their effectiveness. Mr.Epstein specializes in marketplaces and B2B software companies and co-teaches the Lean Launchpad class at Stanford University’s Graduate School of Engineering. Within the last five years he has served on the boards of directors of Kaiser Permanente, a non-profit healthcare company, Booking Holdings (NASDAQ:BKNG), an online provider of travel services, Twilio (NYSE:TWLO), a cloud communications platform, Shutterstock (NYSE:SSTK), a stock photography and stock footage provider, and several private companies. Mr.Epstein holds an MBA from the Stanford University Graduate School of Business, and a BA from Yale College.

Brad Koenig, 62
Co-CEO and Director

Mr. Koenig co-founded and served as chief executive officer of FoodyDirect.com, an online specialty food marketplace, from 2011 until 2018 when the company was acquired by Goldbelly, Inc. Mr. Koenig has served as an independent director for Theragenics Corporation, a private medical device company serving the surgical products and prostate cancer treatment markets, since 2013 and as a director of Hercules Capital, a business development company focused on venture lending, where he serves on the Audit and Nominating and Corporate Governance Committees, since 2017. From 2009 to 2011, he was an advisor at Oak Hill Capital Management, a private equity firm. Previously, Mr.Koenig worked for over twenty years at Goldman Sachs. Mr. Koenig was the Head of Global Technology Investment Banking at Goldman Sachs from 1990 to 2005, and the Co-Head of Global Technology, Media and Telecommunications from 2002 to 2005. He started at Goldman Sachs in 1984. Mr. Koenig holds a B.A degree in Economics from Dartmouth College and M.B.A. from Harvard Business School.

Board of Directors

Stephen CuUnjieng, 62
Director Nominee

Stephen CuUnjieng has been serving as a Director of AvePoint, Inc., which consummated a business combination with Apex, since February 2020. Mr. CuUnjieng is a seasoned financier who has served as Chairman of Evercore Asia Limited, from 2011 to 2020. Mr. CuUnjieng currently serves as an independent director of First Philippine Holdings Corporation, a position he has held since May 2018, and previously served as an independent director at Aboitiz Equity Ventures from 2010 to May 2018. From 2008 to 2017, Mr. CuUnjieng served as an Adviser to the Board of SM Investments Corporation. Mr. CuUnjieng earned an MBA from the University of Pennsylvania and a bachelor’s degree as well as a bachelor of laws degree from Ateneo de Manila University.

David York, 59
Director Nominee

Mr. York is a serial financier and experienced venture capitalist. Mr. York has been serving as Managing Director and member of the Investment Committee and Management Committee at Top Tier Capital Partners since its inception in 2011. Mr. York also leads the Corporate Development team at Top Tier Capital Partners. His thirty plus years of industry knowledge and networks equip him to be a liaison to the broader venture community. From 2000 to 2011, Mr. York was General Partner, chief executive officer, Managing Director and member of the Investment Committee and Management Committee at Paul Capital Investments since 2000, which spun out in 2011 to form Top Tier Capital Partners. Before leading Paul Capital Investments, he was a Managing Director at Chase H&Q, where he ran Equity Capital Markets Liquidity. From 1994 to 1999, Mr. York ran Venture Services for Hambrecht & Quist, a San Francisco-based, technology-focused investment bank. Mr. York is an active board member at the National Venture Capital Association, the voice of the US venture capital and startup community, and the Nonprofit Enterprise and Self-sustainability Team, a developer of sustainable social enterprises. He holds a B.S. in Industrial & Systems Engineering from the University of Southern California.

Donna Wells, 60
Director Nominee

Donna Wells served as a Director of Apex Technology Acquisition Corporation (NASDAQ: APXT), a blank-check company that consummated an initial business combination with AvePoint, Inc. on July 1, 2021. Ms. Wells is a serial entrepreneur, an experienced public and private company board director and an innovator in the financial services, FinTech and cloud software industries. Since 2017, she has been the founder and chief executive officer at Valencia Ventures, LLC, a provider of strategic consulting advice that assists founding teams in capital raising activities. From 2010 to 2017, Ms. Wells was chief executive officer of Mindflash Technologies Inc., a private enterprise software company which she grew from product launch to market leadership, and which was named a Top 50 Small Company to Work for by Fortune Magazine in 2016. Before leading Mindflash, she was the founding chief marketing officer for Mint.com, a personal finance platform, from 2007 to 2009, during which time she was instrumental from launch to the company’s acquisition by Intuit, Inc. (NASDAQ:INTU). Prior to Mint, Ms. Wells had a 20-year career in strategic B2C, B2B and product marketing with The American Express Company (NYSE:AXP) and The Charles Schwab Corporation (NYSE:SCHW) and led marketing for two Fortune 500 companies, Intuit, Inc. (NASDAQ:INTU) and Expedia Group (NASDAQ:EXPE). Ms. Wells has served as a director of Walker & Dunlop (NYSE: WD), a commercial real estate financer since March of 2021. She has served as a director at Betterment, an online investment company, since 2018 and Happy Money, a private financial services company, since 2017. She has served as a board advisor at Mitek Systems, Inc., a software company providing digital identity verification (NASDAQ: MITK) from 2017 to November 2019 at which time she was appointed as a director and has continued to serve as a director since such date, also serving on its compensation and audit committees. She was previously a director at Boston Private Financial Holdings, Inc. (NASDAQ: BPFH), a bank holding company, from 2014 to 2018. She holds an M.B.A. from Stanford University and a B.S. in Economics from The Wharton School at the University of Pennsylvania.