Platform has built a strategy around minority investments. For more information, please visit www. Recover your password. Now, he runs his own trenchless pipe company in Houston. Today, the firm invests in control buyouts and recapitalizations, minority equity and mezzanine capital.
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A Trusted Partner for Management. Unlimited Investment Horizon. Committed to Building Industry Leaders. Under Management. Assets Under.
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Fred Lummis, Chairman, co-founded Platform and serves as Chairman. Fred and his wife, Claudia, have three grown children. He is an avid tennis player and baseball fan. Fred is active within the Houston community and serves on the Boards of various organizations including the St. Fred is an active member of Grace Bible Church and enjoys bird hunting, fly fishing and coaching sports for his three kids.
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A Trusted Partner for Management. Unlimited Investment Horizon. Committed to Building Industry Leaders. Under Management. Assets Under. Fred Lummis, Chairman, co-founded Platform and serves as Chairman. Fred and his wife, Claudia, have three grown children. He is an avid tennis player and baseball fan. Fred is active within the Houston community and serves on the Boards of various organizations including the St. Fred is an active member of Grace Bible Church and enjoys bird hunting, fly fishing and coaching sports for his three kids.
Brad has three young children who keep him very busy and he enjoys travel and all types of sports. Jeremy enjoys spending time with his wife, Crystal, and their three young children. Jorge joined Platform after retiring from a successful, 24 year career at Fiserv, Inc. Nasdaq: FISV. Fiserv is a global leader in financial services technology solutions, serving more than 12, clients in payment processing, compliance, customer management, business intelligence and supply chain management.
He first joined Fiserv in after selling the business he founded to the company. Over his Fiserv career, Jorge worked in a variety of executive roles, including serving as President of the Output Solutions division, a leading payment card and billing operation.
Vik previously worked as a Vice President for Parallel Investment Partners, a middle market private equity firm in Dallas. At Parallel, Vik was involved in sourcing, evaluating, structuring, managing and exiting several private equity investments.
A native Platform partners investment company llc, Vik enjoys playing fantasy football and spending time with his wife and two young children. Laura was previously at EY for 9. She started her career at EY in the audit practice specializing in real estate clients. Laura is an active member of the Junior League of Houston and is active in her local community and parish. Laura enjoys spending time with her family, friends and toy poodle in her spare time.
While at TPH, Lucas focused primarily on merger and acquisition advisory and financing within the energy industry. Lucas received his BA from Rice University. Lucas enjoys all types of sports and exercise and is actively involved in the local community. While at HHI, Brennon focused on investing within the energy sector on behalf of its mutual funds and institutional clients and subsequently covered the midstream subsector at SHW.
Brennon enjoys playing golf, watching football and spending time with his wife. Ryan previously worked as an Analyst in the Natural Resources investment banking group at Goldman Sachs.
While at Goldman, Ryan focused on capital raising and merger and acquisition advisory within the energy industry. Ryan enjoys weekend golf, budget international travel and annual hunting trips with the family. Michael Marks, Associatejoined the Company in Michael enjoys traveling, recreational sports and spending time with friends and family.
Brett enjoys reading, traveling, and spending time with family and friends. Kathy began her career at Arthur Anderson where she worked in the audit department. Kathy and her husband, Mike, have two children and enjoy traveling. Jennifer Oliveri, Tax Director, joined the company in While at KPMG, she specialized in closely held business organizations and private wealth.
Jennifer enjoys traveling and spending time with friends and family. Prior to working at Platform, Ann held various roles in accounting, marketing and training. Ann enjoys playing tennis and spending time with family and friends.
Katie Davis, Executive Assistantjoined the company in Prior to working at Platform, Katie stayed home with her young children. At Platform, Katie manages the busy schedules of the executives and the daily operations of the office.
Katie enjoys traveling and spending time with friends and her two sons. Prior to working at Platform, Kelsey worked for the local government as a Right-of-Way agent. Kelsey enjoys hiking, traveling and playing volleyball.
Platform Partners LLC. Toggle navigation. Platform Partners was founded with the goal of creating the leading regional investment company whose objective and investment style was differentiated from more traditional private equity firms. How Platform Adds Value. Chairman Fred Lummis. CEO Fred Brazelton. President Brad Morgan. Executive Vice President Jeremy Newsom. Operating Partner Jorge Diaz. Vice President Vik Kalra. Vice President Lucas Kuipers.
Associate Brennon Brignac. Associate Ryan Howard. Associate Michael Marks. Associate Brett Boren. Chief Compliance Officer Kathy Mattina.
Tax Director Jennifer Oliveri. Office Administrator Ann Corrigan. Executive Assistant Katie Davis. Assistant Kelsey Simmons. Your Email.
Fred Lummis
They want to go where the opportunity is, but they say the opportunity is. More Business News. Vellano founded Vortex Companiesa water, sewer and industrial infrastructure firm, in If you do not receive this within five minutes, please try and sign in. Vik KalraVice President of Platform added, «When we were first introduced to Beneplace, we were platform partners investment company llc to work with the company’s President, Rusty Steinand the talented platfoorm of Beneplace employees. Login Don’t have an account? Rusty and his team built an industry leading, best-in-class business, and we would like to thank the entire team for their efforts in growing the company.
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