"Women in Capital - Trends and Opportunities in Women-Owned Companies"

A graduate of the University of Pennsylvania's, Wharton School, with an MBA in Finance, Catherine has spent over 20 years working with leading global corporations, asset managers, and private clients, to provide counsel in investment management, investment banking, and equity research and trading.  She has experienced firsthand the financial empowerment of innovators and investors alike through capital markets financing and disciplined investment strategy. 

Emerging from long nights and deep analytics in the investment banking realm of Salomon Smith Barney, Catherine found her true passion on the trading floors of Morgan Stanley, where she advised some of the world's largest asset managers and hedge funds in US equity investment strategy.  From her early days with Morgan Stanley in London, England, to the firm's US offices in Boston and then New York, Catherine's relationships, investment experience and cultural perspectives span global markets. 

Catherine's academic pursuits were also global, having earned her B.B.A., Marketing and Management, Summa Cum Laude, from Emory University coupled with International Business and Management at Schiller International University in Paris, France. 

Since her Wharton days, Catherine and her writings have been featured in national and regional publications, such as On Wall Streetand the Jacksonville Business Journal.

Catherine embraces mentorship of others.  She served on Morgan Stanley's Committee for Development of Professional Women and mentored others through the Forte Foundation, the Financial Women's Association, her Alumni networks and community organizations. She is an advisory board member for the University of North Florida's financial services program. She gives back in tribute to those who give so much.

Deeply fulfilling for Catherine is the alignment of social consciousness with social impact.  Through sponsorship of the World Affairs Council, Community Hospice of Northeast Florida, the American Lung Society, among others, she actively seeks opportunities to lift up people and communities. 

Catherine co-founded Pando Partners to fulfill her sense of purpose: to help others multiply life's possibilities through the alignment of wealth management and the values, goals, and aspirations that give wealth meaning.

Carolyn is a Partner and Co-Founder of Harbor View Advisors. She brings over 20 years of experience in the investment banking industry.

Carolyn leads the firm's entrepreneurial services group where she helps companies prepare for market, evaluate strategic alternatives and navigate sell-side and capital raise processes. 

Her experience includes 12 years with Goldman, Sachs & Co., in the investment banking and equities divisions as well as five years with Donaldson, Lufkin and Jenrette.  Carolyn’s tenure on Wall Street includes all facets of capital markets transactions from mergers and acquisitions to initial public offerings and secondary offerings.

Carolyn received a Bachelor of Arts degree from Dickinson College and a Master of Business Administration (MBA) in Accounting and Finance from the University of Chicago.

Outside of Harbor View, Carolyn is a member of the Investment Committee of the UNF Foundation Board and a board member of the Florida Venture Forum. She enjoys attending sporting events as a mother of three and challenging her latest long-distance run

Jennifer Levinson has over 12 years of mergers and acquisitions experience and was most recently a Principal at Ellipse Capital, a Chicago-based private equity firm where she was responsible for sourcing, evaluating, structuring, closing and managing private equity investments on behalf of high net worth investors. During her time at Ellipse Capital, Jennifer reviewed more than 500 investment opportunities and made 2 direct private equity investments into Ward Adhesives, an industrial adhesives distributor, and Monroe Engineering, an industrial hardware products distributor. Jennifer currently sits on the Board of Ward Adhesives and Monroe Engineering.

Prior to joining Ellipse Capital, Jennifer was Vice President of Corporate Development at Interline Brands (“IBI”), a publicly traded industrial distribution company with more than $1.0 billion in sales. While at IBI, Jennifer led all M&A activity including transaction sourcing, financial analysis, deal structuring, operational due diligence, closing documentation and post-merger integration planning. During her time at IBI, Jennifer led the acquisition of a $245M in sales janitorial sanitary distribution company as well as three add-on acquisitions. Prior to IBI, Jennifer worked for Mellon Ventures, a $1.4 billion private equity fund affiliated with Mellon Financial Corporation where she worked on a variety of growth equity and buyout transactions primarily in the business services and technology arena. While at Mellon, Jennifer invested over $60 million in 11 transactions and served on the Board of USI Energy. Prior to Mellon, she worked as a financial analyst in the investment banking division of Robinson Humphrey where she focused primarily on sell-side M&A transactions for middle market companies.

Jennifer received her M.B.A. from Darden at the University of Virginia and a B.S. with honors from Vanderbilt University, majoring in economics.

Following eight years in sales and marketing for a different factoring company—where she developed her skills in negotiating and structuring tailored transactions—Lilies joined Accord in 2000. At Accord, Lilies is responsible for spearheading the company’s business development activities with particular emphasis on the private equity/M&A market place. Within this space, she has worked with countless independent sponsors, developed a deep understanding of this industry niche, and structured numerous transactions to the unique needs of these entrepreneurs. She was educated in Indonesia and Singapore before attending the University of Nebraska to study business.