Team


EXECUTIVE TEAM

Scott E. Brown
Managing Director, Chief Financial Officer and Chief Compliance Officer

As head of finance and operations at Formation Capital, Scott Brown has overall responsibility for private fund structuring and investment operations including fund administration, cash management, financial reporting and controls, tax compliance, SEC/RIA policies and procedures, and IT infrastructure and security. Additionally, Scott is actively involved in asset management, transactions, and as board member on various portfolio companies. In addition, he serves as the Chief Financial Officer, the Chief Compliance Officer, and board member of Formation Capital and chairs the valuation and compliance committees.

Prior to joining Formation Capital in 2007, Scott served in various executive-level corporate finance, general management, and private equity advisory positions.

Scott earned a BS in mechanical engineering with high distinction from Worcester Polytechnic Institute and an MBA from Harvard Business School.


Trissie Copses Farr
Managing Director, Formation Healthcare Group

Trissie Farr leads Formation Healthcare Group (FHG), Formation's in-house clinical advisory team that specializes in assessing, analyzing and monitoring quality and regulatory measures of senior housing and long-term care operations. FHG plays a critical role in Formation Capital's underwriting and asset management process.

Prior to joining Formation Capital, Trissie was critical in the success of Quality Monitoring, LLC, which in 2007 became Formation Healthcare Group. Prior to the merger with Formation Capital, she pioneered the development and technological advancement of a proprietary clinical/regulatory web-enabled database and reporting system, known as Quality In-CiteTM.

Trissie's 30 year healthcare career began as a Physician Assistant in direct care clinical environments. Her significant experience includes positions in sales, management, marketing, strategic planning, outsourced ancillary services management, loss prevention, risk management, business development, and regulatory compliance.

Trissie received a BS degree from the College of Charleston and her Physician Assistant certification at the Medical University of South Carolina.


Stephanie Hamner
Managing Director, Asset Management

Stephanie Hamner is responsible for asset management, fund administration, portfolio compliance and investor reporting.  Prior to joining Formation Capital in 2012, she worked in GE Healthcare Financial Services’ real estate group for six years, most recently as a Vice President concentrating on underwriting and portfolio management.  Prior to joining GE HFS, Stephanie was the Manager of Financial Planning & Analysis at CNBC and a Senior Investment Analyst for GE Capital.

Stephanie earned her BA in Economics with honors from Vanderbilt University.


Sheryl Marcet
Managing Director, Acquisitions

Coming soon.


Darren Margulis
Managing Director, Formation Lending Group

Darren Margulis joined Formation Capital in 2015 to co-launch the Formation Lending Group. Darren leads Risk and Portfolio Management for the platform.

Prior to joining Formation, Darren was Executive Director at Oxford Finance in a similar role. Previously, he has also worked at GE Healthcare Financial Service and Heller Financial in various credit roles focused on both Healthcare Services and Real Estate.

Darren holds a BS from Indiana University-Bloomington


Pamela Rosen
General Counsel

Pamela Rosen joined Formation Capital in July 2015 as General Counsel. She provides legal counsel, guidance and strategic advice on all aspects of Formation’s operations. She is responsible for the legal affairs of the company. Prior to joining Formation Capital, Pam worked in the corporate departments of Kirkland & Ellis LLP and Williams Mullen. In those roles she represented private equity clients in connection with financings for mergers and acquisitions transactions and general corporate matters. Before attending law school, Pam was a Teach For America corps member and taught sixth grade math in Miami, Florida.

Pam is licensed to practice law in New York and Virginia. She earned a JD-MPH, with honors, from Emory University and a BA, summa cum laude, from Binghamton University.


David Russ
Managing Director, Acquisitions

David Russ is involved in all aspects of Formation Capital's acquisition efforts including origination, structuring and execution as well as strategic initiatives for portfolio companies.

Prior to joining Formation Capital in March 2010, David enjoyed a ten-year investment banking career in New York including eight years with Bear Stearns and two years with RBC Capital Markets. His experience focused on private equity financing and included more than 50 transactions representing more than $30 billion of capital across various industries including healthcare, aerospace and defense, consumer products and technology.

David earned his BA with honors from Vanderbilt University, an MBA from Duke University and the Chartered Financial Analyst designation.


Ashish Shah
Managing Director, Formation Lending Group

Ashish Shah joined Formation Capital in 2015 as part of launching Formation Lending Group (FLG). Ashish leads business development and managing capital markets activities.

Prior to joining Formation, Ashish was a Senior Director at Oxford Finance in a business development and capital markets role. Previously, he has also worked at GE Healthcare Financial Services and Heller Financial in business development and underwriting roles.

Ashish holds a BBA in Finance from the University of Iowa and a MBA from the University of Chicago Booth School of Business.


Matt Sedgwick
Senior Vice President

Matt Sedgwick is involved in all aspects of Formation Capital's acquisition efforts including origination, structuring and execution as well as strategic initiatives for portfolio companies. Prior to joining Formation Capital in October 2017, Matt was Senior Vice President of Finance for Capstone Logistics, a third party logistics provider where he was responsible for reporting, analysis, treasury, accounting, budgeting, acquisition due diligence and integration. Previously Matt worked at MBF Healthcare Partners, in the healthcare group at GE Capital and in investment banking at Morgan Stanley and Goldman Sachs.

Matt earned his BBA with honors from the University of Georgia and a MAcc from the University of Texas at Austin.