Meet Our Team
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Founder & Managing Partner
Lance Mansbridge is the founding Partner of BHC and is a member of the Firm’s Investment Committee. Lance serves on the Advisory Committee of several private equity funds.
Lance has over 19 years of private equity experience including fund investing, limited partner advisory services, secondary acquisitions, and co-investments. Prior to founding BHC, Lance was a Vice President and Senior Private Equity Consultant with Strategic Investment Solutions, Inc., where he had lead private equity responsibility for numerous clients including corporate and public pension plans, university endowments, trusts, and high net worth families. Previously, Lance was a Senior Accountant with PricewaterhouseCoopers and Deloitte and Touche. Lance received a Bachelor of Science degree in Accounting from San Francisco State University.
Lance Mansbridge is the founding Partner of BHC and is a member of the Firm’s Investment Committee. Lance serves on the Advisory Committee of several private equity funds.
Lance has over 19 years of private equity experience including fund investing, limited partner advisory services, secondary acquisitions, and co-investments. Prior to founding BHC, Lance was a Vice President and Senior Private Equity Consultant with Strategic Investment Solutions, Inc., where he had lead private equity responsibility for numerous clients including corporate and public pension plans, university endowments, trusts, and high net worth families. Previously, Lance was a Senior Accountant with PricewaterhouseCoopers and Deloitte and Touche. Lance received a Bachelor of Science degree in Accounting from San Francisco State University.
Partner
Bret Belohlav is a Partner at BHC and is a member of the Firm’s Investment Committee.
Bret is responsible for the sourcing and due diligence of new investment opportunities across the small market buyout sector. He is also responsible for the monitoring and reporting of existing portfolios. Prior to joining BHC, Bret was an Investment Analyst for the James Irvine Foundation where he focused on sourcing, identifying, and analyzing new investments as well as performing ongoing portfolio maintenance. Previously, Bret served as an Investment Analyst with Pavilion Advisory Group (fka Stratford Advisory Group), an investment consulting firm focused on pension funds, endowments, foundations, corporations, and healthcare organizations. Bret received his Bachelor of Science degree in Honors Finance, with minors in Accounting and Philosophy from DePaul University.
Bret Belohlav is a Partner at BHC and is a member of the Firm’s Investment Committee.
Bret is responsible for the sourcing and due diligence of new investment opportunities across the small market buyout sector. He is also responsible for the monitoring and reporting of existing portfolios. Prior to joining BHC, Bret was an Investment Analyst for the James Irvine Foundation where he focused on sourcing, identifying, and analyzing new investments as well as performing ongoing portfolio maintenance. Previously, Bret served as an Investment Analyst with Pavilion Advisory Group (fka Stratford Advisory Group), an investment consulting firm focused on pension funds, endowments, foundations, corporations, and healthcare organizations. Bret received his Bachelor of Science degree in Honors Finance, with minors in Accounting and Philosophy from DePaul University.
Vice President
Warren Case is a Vice President at BHC responsible for fund performance reporting and supporting due diligence on new investment opportunities.
Warren is also involved in fund operations and administrative activities, including internal database maintenance, investor reporting and fund accounting. Prior to joining BHC, Warren gained experience through internships at Pacific Enterprise Bank and GVD Commercial Properties where he was involved in investment analysis and market research. Warren graduated from the University of Washington, receiving a Bachelor of Arts in Economics.
Warren Case is a Vice President at BHC responsible for fund performance reporting and supporting due diligence on new investment opportunities.
Warren is also involved in fund operations and administrative activities, including internal database maintenance, investor reporting and fund accounting. Prior to joining BHC, Warren gained experience through internships at Pacific Enterprise Bank and GVD Commercial Properties where he was involved in investment analysis and market research. Warren graduated from the University of Washington, receiving a Bachelor of Arts in Economics.
Analyst
Evan Anderson is an Analyst at BHC responsible for fund performance reporting and supporting due diligence on new investment opportunities.
Evan is also involved in internal database management and other fund operations. Prior to joining BHC, Evan gained experience during internships at LPL Financial where he provided support to senior advisors as they advised clients on their financial strategies and investment needs. Evan graduated from the University of California, Santa Cruz, and received a Bachelor of Arts in Business Management Economics.
Evan Anderson is an Analyst at BHC responsible for fund performance reporting and supporting due diligence on new investment opportunities.
Evan is also involved in internal database management and other fund operations. Prior to joining BHC, Evan gained experience during internships at LPL Financial where he provided support to senior advisors as they advised clients on their financial strategies and investment needs. Evan graduated from the University of California, Santa Cruz, and received a Bachelor of Arts in Business Management Economics.
Analyst
Ryan Shenefiel is an Analyst at BHC responsible for fund performance reporting and supporting due diligence on new investment opportunities.
Prior to joining BHC, Ryan gained experience through an Internship at Northwestern Mutual where he worked as a Financial Advisor, helping clients protect assets, accumulate wealth, and minimize taxes. Ryan graduated from Santa Clara University receiving his Bachelor of Science degree in Finance.
Ryan Shenefiel is an Analyst at BHC responsible for fund performance reporting and supporting due diligence on new investment opportunities.
Prior to joining BHC, Ryan gained experience through an Internship at Northwestern Mutual where he worked as a Financial Advisor, helping clients protect assets, accumulate wealth, and minimize taxes. Ryan graduated from Santa Clara University receiving his Bachelor of Science degree in Finance.
Accounting Manager
Kellen Robertson is the Accounting Manager at BHC responsible for leading the firm’s accounting, finance, and reporting functions.
He is also involved in supporting the firm’s operational, administrative, and investor relations activities. Prior to joining BHC, Kellen gained experienced at 5AM Ventures where he worked as a Senior Fund Accountant. Prior to joining 5AM Ventures, he was an Accountant IV at the University of California Office of the President, an Experienced Assurance Associate at PwC, and a Fund Accountant at State Street. Kellen graduated from California State University, Sacramento with a B.S. in Business emphasis in Accounting and Finance.
Kellen Robertson is the Accounting Manager at BHC responsible for leading the firm’s accounting, finance, and reporting functions.
He is also involved in supporting the firm’s operational, administrative, and investor relations activities. Prior to joining BHC, Kellen gained experienced at 5AM Ventures where he worked as a Senior Fund Accountant. Prior to joining 5AM Ventures, he was an Accountant IV at the University of California Office of the President, an Experienced Assurance Associate at PwC, and a Fund Accountant at State Street. Kellen graduated from California State University, Sacramento with a B.S. in Business emphasis in Accounting and Finance.
Operations Administrator
Jessica Richard is the Operations Administrator at BHC responsible for managing the firm’s operational and administrative activities.
She is also involved in managing the firm’s service providers, supporting investor relations, and assisting the Investment Team with external communication to BHC’s underlying fund managers. Prior to joining BHC, Jessica gained experience in multiple roles as a General Manager/Executive Assistant and as a Legal Receptionist/Court Runner for two law offices in Northern California. Jessica graduated from Humboldt State University, receiving a Bachelor of Arts in Philosophy.
Jessica Richard is the Operations Administrator at BHC responsible for managing the firm’s operational and administrative activities.
She is also involved in managing the firm’s service providers, supporting investor relations, and assisting the Investment Team with external communication to BHC’s underlying fund managers. Prior to joining BHC, Jessica gained experience in multiple roles as a General Manager/Executive Assistant and as a Legal Receptionist/Court Runner for two law offices in Northern California. Jessica graduated from Humboldt State University, receiving a Bachelor of Arts in Philosophy.
Director of Investor Relations
Lori Lefkowitz is the Director of Investor Relations for BHC and is responsible for communications with investors.
Prior to joining Bay Hills Capital, Lori was a Managing Director at Invesco, Inc. where she was responsible for sales and service territories covering defined benefit and defined contribution plans, endowments, foundations, and consultants. Previously, Lori was a Trust Analyst with Southern Company Services, Inc. and held corporate banking roles with Barclays Bank PLC and Bank of America. Lori received a Bachelor of Business Administration degree in Finance from the University of Georgia. She is also a Chartered Financial Analyst.
Lori Lefkowitz is the Director of Investor Relations for BHC and is responsible for communications with investors.
Prior to joining Bay Hills Capital, Lori was a Managing Director at Invesco, Inc. where she was responsible for sales and service territories covering defined benefit and defined contribution plans, endowments, foundations, and consultants. Previously, Lori was a Trust Analyst with Southern Company Services, Inc. and held corporate banking roles with Barclays Bank PLC and Bank of America. Lori received a Bachelor of Business Administration degree in Finance from the University of Georgia. She is also a Chartered Financial Analyst.
Senior Advisor
Todd Younggreen is a Senior Advisor to BHC.
Todd has over 20 years of experience as an owner, operator, and investor in small buyout companies. Mr. Younggreen has held numerous operational roles throughout his career, most recently as President and CEO of TTI, a producer and distributor of Power Breather and Elastomers for industrial applications, and as President & CEO of Clear Sky Investments.
Todd Younggreen is a Senior Advisor to BHC.
Todd has over 20 years of experience as an owner, operator, and investor in small buyout companies. Mr. Younggreen has held numerous operational roles throughout his career, most recently as President and CEO of TTI, a producer and distributor of Power Breather and Elastomers for industrial applications, and as President & CEO of Clear Sky Investments.
Senior Advisor
Mort Pactor is a Senior Advisor to BHC.
Mr. Pactor has spent his career working with institutional investments. Mr. Pactor most recently held the position of President of Monte Vista Management Company where he has advised on the investments of a single-family office. Prior to Monte Vista Management Company, Mr. Pactor was a senior manager at the Bank of California Trust Department.
Mort Pactor is a Senior Advisor to BHC.
Mr. Pactor has spent his career working with institutional investments. Mr. Pactor most recently held the position of President of Monte Vista Management Company where he has advised on the investments of a single-family office. Prior to Monte Vista Management Company, Mr. Pactor was a senior manager at the Bank of California Trust Department.