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Our Team

CEI-Boulos Staff
Sam Spencer
CEI-Boulos Capital Management
Sam Spencer

CEO and Managing Director

Dasha White
A blonde woman in a teal shirt stands with her arms crossed in front of a white wall
CEI-Boulos Capital Management
Dasha White

Chief Investment Office and Managing Director

Nancy Gephart
CEI-Boulos Capital Management
Nancy Gephart

SVP of Investments

Pavan Shinde
CEI-Boulos Capital Management
Pavan Shinde

Investment Analyst

Morris Fisher
CEI-Boulos Capital Management
Morris Fisher

Managing Director

Drew Sigfridson
CEI-Boulos Capital Management
Drew Sigfridson

Managing Director

Charlie Spies
CEI-Boulos Capital Management
Charlie Spies

President and Managing Director

CEI-Boulos Board of Directors
Betsy Biemann
Board or Advisory Board Member
Betsy Biemann

CEO, Coastal Enterprises, Inc. (CEI)

Debby Miller
Board or Advisory Board Member
Debby Miller

Retired, former Executive Vice President, Strategic Partnerships & Philanthropy, New Hampshire Community Loan Fund

Patrick Prout
Board or Advisory Board Member
Patrick Prout

Managing Director, Financial Services at ZRG Partners, LLC.

Drew Sigfridson
Board or Advisory Board Member
Drew Sigfridson

Senior Partner, Managing Director of NH, The Boulos Company

Charlie Spies
Board or Advisory Board Member
Charlie Spies

Former CEO (retired), CEI Capital Management

Social Impact Advisory Boards

Social Impact Advisory Board to the 481 CEI-Boulos Impact Fund
Adriana Abizadeh
Board or Advisory Board Member
Adriana Abizadeh

Executive Director, Kensington Corridor Trust

Betsy Biemann
Board or Advisory Board Member
Betsy Biemann

CEO, Coastal Enterprises, Inc. (CEI)

Daniel Betancourt
Board or Advisory Board Member
Daniel Betancourt

President and CEO of Finanta (formerly Community First Fund)

Susan Frank
Board or Advisory Board Member
Susan Frank

Executive Vice President, Agency Lending at Cinnaire

Jimmy Gastner
Board or Advisory Board Member
Jimmy Gastner

Community Development Manager for TD Bank

Jodie Harris
Board or Advisory Board Member
Jodie Harris

President, PIDC

Eleanor Sharpe
Board or Advisory Board Member
Eleanor Sharpe

Principal and Founder of Sharpe Solutions: Cities, Places, and People

Social Impact Advisory Board to the AIC CEI-Boulos Opportunity Fund
Aisha Benson
Board or Advisory Board Member
Aisha Benson

CEO and President, Nonprofit Finance Fund

Annie Donovan
Board or Advisory Board Member
Annie Donovan

President & CEO, Raza Development

Benson F. (Buzz) Roberts
Board or Advisory Board Member
Benson F. (Buzz) Roberts

President and CEO, National Association of Affordable Housing Lenders

Betsy Biemann
Board or Advisory Board Member
Betsy Biemann

CEO, Coastal Enterprises, Inc. (CEI)

Janie Barrera
Board or Advisory Board Member
Janie Barrera

Founder of LiftFund

Saurabh Narain
Board or Advisory Board Member
Saurabh Narain

President and CEO, National Community Investment Fund

Susan Hammond
Board or Advisory Board Member
Susan Hammond

Relationship Manager for Native CDFIS at FAHE

Social Impact Advisory Board to the NBT CEI-Boulos Impact Fund
Diane Brown
Board or Advisory Board Member
Diane Brown

Executive Director, Community Foundation for South Central New York

Debby Miller
Board or Advisory Board Member
Debby Miller

Retired, former Executive Vice President, Strategic Partnerships & Philanthropy, New Hampshire Community Loan Fund

Mark Silvanic
Board or Advisory Board Member
Mark Silvanic

CEO, Greater Opportunities for Broome and Chenango Inc. (GOBC)

Javier E. Zapata
Board or Advisory Board Member
Javier E. Zapata

President & Executive Director, PathStone Enterprise Center, Inc.

Betsy Biemann
Board or Advisory Board Member
Betsy Biemann

CEO, Coastal Enterprises, Inc. (CEI)

Karen Derksen
Board or Advisory Board Member
Karen Derksen

Vice President/Bank CRA Officer, NBT Bank

Amy Wiles
Board or Advisory Board Member
Amy Wiles

Chief Credit and Risk Officer, NBT Bank

Social Impact Advisory Board to the Woodforest CEI-Boulos Opportunity Fund
Aisha Benson
Board or Advisory Board Member
Aisha Benson

CEO and President, Nonprofit Finance Fund

Daniel Galindo
Board or Advisory Board Member
Daniel Galindo

Senior Vice President, Community Development and Strategy Director for Woodforest National Bank

Marten Jenkins
Board or Advisory Board Member
Marten Jenkins

President and CEO, Partner Community Capital

Benson F. (Buzz) Roberts
Board or Advisory Board Member
Benson F. (Buzz) Roberts

President and CEO, National Association of Affordable Housing Lenders

Betsy Biemann
Board or Advisory Board Member
Betsy Biemann

CEO, Coastal Enterprises, Inc. (CEI)

Noelle St.Clair Lentz
Board or Advisory Board Member
Noelle St.Clair Lentz

Senior Vice President, Impact Investing and Strategic Initiatives, Woodforest National Bank