Our financial industry experts revolutionize how you raise capital

As the Director of Account Management at GK3 Capital, Tess manages the firm’s client services. She oversees the Account Management team, the creation of targeted action plans, and diligent implementation so each client can reach their goals and objectives.

Before joining GK3, Tess worked for a full-service digital marketing agency covering multiple industries and businesses of all sizes from local to global. She directed near-term and long-term initiatives applying the broad spectrum of digital tactics:

• search engine marketing
• search engine optimization
• paid social media
• organic social initiatives
• email marketing
• inbound marketing
• geofencing
• website optimization

Tess has honed her marketing and client service skills in both agency and in-house positions. She worked with diverse business-to-business, business-to-consumer, and e-commerce clients. She has deep knowledge of the digital marketing tactics needed to accomplish each client's unique goals. As a manager, Tess combines metrics and collaboration to ensure client success. Tess earned her BA magna cum laude from the University of Massachusetts Boston with a double major in English and Women’s Studies. 

Tess’s HubSpot certifications include:

• Inbound Marketing
• Growth-Driven Design

Additional certifications include:

• Google Ads Search
• Google Ads Display
• Meta Certified Digital Marketing Associate 

Tess and her husband are avid hikers. They recently climbed New England’s highest peak, Mt. Washington, gaining 4,300 feet of elevation before returning the same day.

Kevin Chabra is the Operations Manager at GK3 Capital.  Kevin oversees our project management systems and is responsible for the timely implementation of client programs, campaigns, and content. Kevin has nearly twenty years of experience as an operations and systems manager. His career focus has been mastering the complexities and challenges of systems and processes, and engineering continuous improvement.

Before joining GK3 Capital, Kevin was the project manager for the corporate business and technical administration team at Americana Hospitality Group, overseeing operations as well as systems and productivity enhancement. Previously, Kevin managed client relationships, new installations, and tech support for a full-service IT solutions provider.

Kevin holds a Bachelor of Science Degree in Marketing from Saint Joseph’s University in Philadelphia, PA. True to his hands-on and solutions-oriented nature, Kevin personally rebuilt his family’s home.

Heather Gulino is a Senior Account Manager at GK3 Capital.  Heather works on new investment product launches and implements digital strategies to generate leads and drive new business for our clients.  Heather’s professional career spans financial services and compliance as well as digital sales and marketing.

Prior to joining GK3 Capital, Heather served as Vice President for Sales at FGS, a national marketing, fulfillment, and regulatory technology company serving 125+ major corporate clients in financial services and other industries. At FGS, Heather worked closely with senior leaders at the firm’s financial services clients to implement eCommerce, traditional marketing, and SEC regulatory filing solutions. Previously, Heather was an Account Manager at Discovery Data, North America’s leading provider of information and analytics on financial services professionals. Heather provided comprehensive support to Discovery Data clients with new user orientation, ongoing training, technical assistance, and optimal use of data. Heather also worked for nine years in marketing and compliance at Cole Capital, a national sponsor of real estate investment programs. At Cole, Heather was part of a team that successfully launched 40 Section 1031 tax-favored real estate exchange programs and three REITs. While at Cole Capital, the firm grew into a nationwide real estate enterprise listed on the NYSE with $15 billion of assets.

As a reflection of her digital expertise, Heather has earned several HubSpot certifications:

• Inbound
• Hubspot Marketing Software
• Inbound Marketing

Heather is proud that GK3 is named for her children: Gio, Kendall, Kinsley, and Kaitlyn.

As Business Development Manager at GK3 Capital, Daniel educates new clients on how Digital Distribution can transform and empower their business growth.

Experienced in both asset management and financial technology, Dan is uniquely positioned to help our current and future clients explore, develop, and implement solutions for digital sales and marketing. 

Dan knows what it takes to build an asset management firm. Dan was the first portfolio analyst at a new private credit manager in New Jersey that grew from a single fund with approximately $300 million in assets to three funds with nearly $1 billion in assets in four years. Rising from Analyst to Senior Portfolio Management Analyst and then Vice President, Dan was instrumental in investment analysis as well as in building new technology systems for deal origination, fundraising, investor relations, and SEC compliance. 

Previously, Dan was a consultant at Discovery Data, one of the nation’s leading providers of data and analytics on financial services professionals. Daniel advised clients on how to leverage data to accelerate and optimize asset gathering. Assignments ranged from initial implementation to automating data feeds for enterprise systems.

Dan’s other career experiences include pensions, insurance, and cloud technology.

Dan holds a B.S. in Marketing from Saint Joseph’s University in Philadelphia.

Daniel and his wife Kristina are passionate about real estate investing. For their first home, they bought, renovated, and rented out a multifamily property previously in foreclosure.

Dan is also an avid practitioner of martial arts and has earned a black belt in Soo Bahk Do, a traditional Korean martial art. Dan is currently working towards his black belt in Brazilian jiu-jitsu.

Rick Lake is the Content and Investment Strategist at GK3 Capital. Rick oversees communications strategy and content creation across all media and investment types for GK3’s diverse financial industry clientele. As a veteran of the investment industry, Rick seeks to make our client content compelling for allocators, analysts, financial advisors, and investors.

Rick offers decades of experience in:

• portfolio management
• alternative investments
• investment research
• wealth management
• fundraising and distribution

As an entrepreneur, Rick co-founded and helped grow the nationally recognized alternative investment consulting firm, Lake Partners, from a startup to $5+ billion in consulting and advisory assets. Rick led a global investment research team analyzing and selecting asset managers across the spectrum of alternative and traditional strategies. Rick brings his multi-asset research perspective when creating content for our clients. As a portfolio manager, Rick launched the innovative liquid alternative LASSO mutual fund that achieved a 5-Star Morningstar ranking at its peak. For nearly a decade, Rick worked closely with the fund’s national distribution team to generate $1 billion in gross inflows. As an investment thought leader, Rick has been an invited speaker at the Morningstar Investment Conference, Yale, MIT, the London Business School, the SEC Hedge Fund Roundtable, and at investment conferences across the US.

Rick has extensive experience in compliance and has served as a chief compliance officer. He understands the importance of regulation in sales and marketing for the investment industry. Rick is also an award-winning writer and communicator, winning national awards for writing and digital marketing. Rick was a member of the GK3 Capital team that earned a Silver Medal in 2022 at the 28th Annual Financial Communications Society Awards, alongside Prudential (Bronze) and Invesco (Gold). Rick also received double “Best Website” honors in the 2021 Internet Advertising Competition of the Web Marketing Association.

Rick is a graduate of Harvard University, where he received the David McCord Prize in the Creative Arts for his writing.

As a competitive pro/am ballroom and Latin dancer, Rick has been an invited performer across the US, as well as in Canada, Argentina, the Bahamas, and at the Kremlin Cup in Moscow.

Mike Mathies is a Senior Content Writer at GK3 Capital, responsible for providing clients with compelling content across diverse media. Mike creates content designed to help our clients compete and grow. Mike brings versatility and decades of experience in financial services when creating blogs, white papers, websites, ebooks, social media posts, digital ads, brochures, and video scripts. Mike has over twenty years of marketing experience in finance and has held several senior leadership positions.

As Senior Vice President of Digital Marketing at Transamerica Capital, Mike led the launch of one of the first major inbound marketing programs by an insurance company or asset manager: “The New Age of Advice.” This innovative program positioned Transamerica as a thought leader shortly after the financial crisis, teaching advisors how to educate clients on essential retirement planning topics, including Social Security, Medicare, and Aging and Dementia. Previously, Mike served as Chief Marketing Officer and Senior Vice President of Operations at Cole Capital, a preeminent multi-billion-dollar sponsor of commercial real estate funds. Mike also served as Chief Marketing Officer at Old Mutual Capital (now Brightsphere Investment Group), the distribution arm of a global asset management holding company. At Old Mutual, Mike was instrumental in launching a multi-mutual fund program that raised $1 billion of investor capital.

Earlier in his career, Mike served as Chief Marketing Officer at Transamerica Capital, his first assignment with the firm. Mike was part of the team that lifted Transamerica to #1 among US variable annuity providers within two years of entering the sector.

Mike earned a B.A. in Journalism from the University of Arkansas. He played intercollegiate golf for the Razorbacks for four years and was named to the First Team All-Southwest Conference. Mike remains an ardent golfer and is a devoted husband, father, and grandfather.

Tom Venner is the Creative Director at GK3 Capital. He provides strategic direction and oversight of all creative work for our clients. Tom seeks excellence in communications in service of client growth goals. Tom has over twenty-five years of experience as an art director and creative director. His diverse experience spans multiple industries:

• financial services
• capital markets
• commercial real estate
• technology
• specialty retail
• consumer electronics
• hospitality

Tom has long experience as a creative director supporting the growth of assets under management for investment firms. In his eight years at Provasi Capital (formerly Behringer and Behringer-Harvard) assets under management grew to over $11 billion. Tom managed an in-house design and marketing team covering diverse strategies:

• Private REITs
• Commercial real estate
• Core, value-add, and opportunistic properties
• 1031 tax-free exchanges and Delaware Statutory Trusts (DSTs)
• Energy infrastructure
• Senior secured income strategies
• Collateralized loan obligations (CLOs)

Tom has also worked with major corporations including:

• AT&T Business
• CapitalOne
• MGM Entertainment

At AT&T Business, he led the design and art direction for US and international C-suite executives. Tom’s team created technical and educational presentations and events highlighting company leadership. Business-to-business design has been the focus of Tom’s career, uniting creativity and data to increase client revenues. He has led collaborative teams across digital, print, and video. For his motion graphics, digital marketing, and video display advertising, Tom has earned Platinum and Gold honors at the AVA Digital Awards, an international competition recognizing outstanding work in digital communication.

Tom studied editorial design, typography, and photography at the School of Visual Arts in New York. He earned his BFA in Visual Communications from Kean University in New Jersey. Tom was raised in New Jersey and lives in Texas,  each state known as a home for some of America’s oldest rodeos.

Brett Johnson oversees all paid media initiatives for GK3 Capital. Brett serves as a resource for GK3 clients utilizing paid digital media to reach their target investor profiles as well as users actively searching for related investment opportunities.

Brett has years of experience managing paid media budgets small and large, with specialized expertise in:

• Google pay-per-click advertising
• LinkedIn lead generation
• Programmatic advertising
• Facebook advertising
• Display advertising

Brett applies his years of experience across the paid media campaign process, which includes research, strategy, setup, launch, ongoing budget monitoring, and campaign optimization.

Brett’s expertise encompasses digital marketing strategy and website design in addition to paid media. His multifaceted background enables him to collaborate closely with the GK3 Capital account and content teams to optimize the return on investment for our client advertising budgets. The goal is to increase client website traffic and convert leads into prospects and investors.

Prior to joining GK3 Capital, Brett worked for marketing and design agencies in New York City, Boston, and Rhode Island. As an entrepreneur, Brett launched a consulting practice advising agencies on digital growth strategies.

Brett earned his Bachelor of Science degree in Business Administration summa cum laude from Gordon College, where he earned “Student-Athlete of the Year” honors. He was also captain of the college’s NCAA Division III swim team.

Brett also earned his Master of Business Administration in Marketing summa cum laude from Providence College, where he earned “Student of the Year” honors.

Brett is a fan of new businesses. He produced and hosted a podcast, “Chasing Goliath,” highlighting the everyday stories of small business owners and entrepreneurs. Brett is also a co-founder of Fire Drops, a provider of organic throat lozenges and natural remedies made with cayenne pepper.

Kristen Komyati is an Account Manager at GK3 Capital.  Kristen develops digital strategies for our clients to generate leads and drive new business.  She combines insight with deep knowledge of digital sales and marketing to optimize client campaigns. Kristen has over twenty years of experience in digital and traditional marketing and advertising, social media, and events. Prior to joining GK3, she successfully managed campaigns for New York University, the Intrepid Sea, Air & Space Museum, Saks Fifth Avenue, and Zappos.com, among many others. 

Kristen holds a BA in Communications from the University of Scranton. Kristen’s HubSpot certifications include:

• Inbound Marketing
• Growth-Driven Design
• Delivering Client Service

Kristen is a Jersey girl who enjoys spending time with her husband, two sons, and Siberian Husky.  You can find Kristen on the ski slopes in the winter and on the beach in the summer.

Katherine brings decades of diverse experience encompassing financial services marketing, major donor programs for a leading US private school, and working at one of the largest ad agencies in the world.

Prior to joining GK3, Katherine served as Manager, Marketing and Client Services for 3 senior advisors at Northwestern Mutual in Princeton, NJ. Katherine’s business growth efforts included annual goal-setting and planning, digital sales and marketing, and client recruitment. Katherine developed programs for insurance sales, financial planning, and wealth management. At the start of the pandemic, Katherine launched online seminar programs to educate and recruit clients. Katherine also spearheaded the creation of a dedicated planning program for families with special needs children. During her tenure, insurance premiums placed by the three advisors and assets under management in client portfolios increased significantly.

Previously, Katherine served as Director of Donor Relations and Stewardship for the Lawrenceville School, one of America’s premier private schools, founded in 1810 with a student body from around the globe. As a leader of the major donor effort, Katherine developed relationships with CEOs and senior executives of prominent global financial services companies and e-commerce firms. In addition to donor recruitment and outreach, Katherine also led reporting for several hundred donor-advised funds within the school’s $500+ million endowment.

Katherine began her career as an Account Supervisor with DDB Worldwide (Doyle Dayne Bernbach), one of the largest advertising and marketing agencies in the world.

Katherine earned a BA in Communications from Loyola University in Maryland.

As a dedicated community volunteer, Katherine is active at her children’s school and local church. At the school, she chairs the parents committee of the annual fund and is a member of the executive board of the parents association. She launched a family ministry at the church to engage parents with children and serves meals with her own family at the local soup kitchen.

Katherine and her family are avid travelers, with a roster of trips to America’s greatest national parks and Europe. Katherine was an exchange student in France and is delighted that her daughter is following in her footsteps.

Karin Krisher is the Growth Strategist at GK3 Capital, dedicated to helping our clients increase AUM and revenues. Karin unites analysis with action to facilitate ongoing improvement and innovation for our clients. By working closely with the account management team, Karin’s skills are available to all GK3 Capital clients.

Karin’s expertise spans the revenue strategy spectrum:

• Marketing and sales alignment
• Sales process
• Market segmentation
• Brand narrative
• Growth marketing
• Marketing automation
• Audience creation
• Client experience

Karin is a member of our HubSpot strategic team and supports our client services team as well. Prior to joining GK3 Capital, Karin gained more than a decade of experience exploring multiple marketing disciplines, ultimately focusing on providing revenue strategy services for a rapidly growing HubSpot inbound marketing agency.

Karin has multiple Hubspot certifications:

• Hubspot Marketing Software
• Hubspot Sales Software
• Inbound Marketing
• Marketing Hub Implementation

Through deep experience in agency, in-house, internal, and client-facing roles, Karin has developed expertise in content, client experience, and customer journey mapping. Karin has guided cross-functional teams through data-focused revenue workshops, and has created diverse internal processes from the management of client onboarding to copywriting.

Karin earned a BA in Journalism and Communications with a minor in Philosophy from Saint Michael’s College.

Karin is a lifelong lover of language who has explored a wide variety of writing. Professionally, her writing focus is content strategy and business-to-business communications as keys to revenue generation.

As a poet, Karin’s first poem was selected for publication (when she was in kindergarten!) by the prestigious and nationally-recognized Green Mountains Anthology of Vermont, her home state. As a devotee of rhyme, she is always ready for more poetry.

Since Karin is an insatiable consumer of entertainment, feel free to engage her on the latest in theater, television, movies, books, video games, or sports.

Ethan McRae is a HubSpot Technologist at GK3 Capital, implementing sophisticated marketing strategies to help our clients grow. Ethan’s career has spanned marketing software, the legal industry, and real estate.  With years of experience in the HubSpot ecosystem, Ethan has deep knowledge of the best practices needed to achieve business growth through inbound strategies.

Prior to joining GK3 Capital, Ethan worked as an account manager at the leading digital marketing agency in the legal industry. Ethan also worked at the headquarters of NYSE-listed HubSpot as a Business Development Representative. Ethan’s academic background is in real estate and urban studies. His early work experience includes commercial real estate brokerage, analysis, and acquisitions. Ethan earned his BS from the University of Connecticut. He majored in Real Estate and Urban Economic Studies and minored in Digital Marketing and Analytics. 

Ethan’s HubSpot certifications include:

• Inbound Marketing
• HubSpot Marketing Software
• Sales Hub Demo
• Growth-Driven Design
• Client Management

As a member of the “content-generating generation,” Ethan’s blogs have attracted tens of thousands of viewers. He keeps a close eye on Google’s algorithm changes and refines his strategies accordingly.

As Chief Operating Officer for GK3 Capital, Staci unites people and resources to implement the vision of Digital Distribution™ for GK3 Capital and each of our clients. Staci oversees and integrates the major functions of GK3 in support of customer objectives, from finance and operations to people and resources. Staci takes great pride in driving results. She keeps our team focused on today while striving for tomorrow: executing day-to-day details while surpassing long-term goals. Staci is committed to quality, growing the talent and knowledge base of the firm, and exceeding client expectations.

Staci is an accomplished finance, administration, accounting, and reporting professional, and leads these functions for our firm at both the corporate and account level. Staci’s finance and operations experience reflects multifaceted success:

• Staci began her career as a Senior Financial Analyst for AT&T Communications.
• Staci served as a Director of Finance & Administration for Deloitte & Touche. In that role, she directly supported 6 partners of the firm and coordinated professional development and software training for over 30 employees.
• As a consultant, she established the controller function for Siemens Building Technologies’ New Jersey operation, encompassing SEC and GAAP reporting as well as divisional and consolidated corporate accounting.

Staci has nearly 15 years of experience in digital marketing, with diverse executive responsibilities:

• Prior to joining GK3 Capital, Staci led day-to-day finance and operations for iMarketing Ltd, one of the earliest and fastest growing digital marketing agencies.
• At iMarketing, she also provided oversight of media analysis and monthly client performance monitoring.
• She also helped spearhead the merger of the firm with Mercury Media, the largest privately-owned, full-service direct response national advertising agency in the US.

Staci combines her passion for people and numbers in her favorite pastime, poker. Staci delights in bringing friends and colleagues together around a deck of cards and enjoys sharing the sophisticated arithmetic of a winning hand.

As a Graphic Designer at GK3 Capital, Tanner applies his creative talents to advancing client narratives with compelling visuals to connect with key audiences. Tanner possesses a diverse blend of creative talents encompassing digital and traditional graphic design, illustration, drawing, and artistry, as well as storytelling.

Prior to joining GK3 Capital, Tanner was a freelance graphic designer and art instructor. His wide-ranging assignments included branding, logo design, sketch artist, vector illustration (using mathematical algorithms to create artwork), and digital illustration. Tanner was also drawing teacher for students of all ages.

Tanner earned his Bachelor of Fine Arts degree Magna Cum Laude from the Mason Gross School of the Arts at Rutgers University. While at Rutgers, Tanner held leadership roles at the campus chapter of Phi Sigma Pi, a national honors fraternity focused on academics and community service.

Tanner’s technical skills encompass the latest in design and illustration technology: Procreate and Adobe InDesign, Illustrator, Premiere, After Effects, and Photoshop.

Uniting his passion for both artistry and storytelling, Tanner is a great fan of Pixar animation as well as musical theater.