ROBERT L. BURCH, IV

Chief Investment Officer &
Managing Member

Mr. Burch, grandson of Alfred Winslow Jones, has been a Portfolio Manager of A.W. Jones Company and a Managing Member of its General Partner since 2003. His work experience prior to A.W. Jones included management consulting at Booz, Allen & Hamilton and product management at a start-up telecommunications company. Mr. Burch is the Treasurer of the Burch Family Foundation, is a Trustee of the Citizens Budget Commission where he chairs the Investment Committee, and served on the Board of Habitat for Humanity – New York City. He earned a BA in Economics, summa cum laude, from Princeton University (Phi Beta Kappa), MSc with Distinction from the University of Oxford and an MBA from Harvard Business School.

DAVID D. LEVERONI

Managing Director,
Head of Investments

David Leveroni joined A.W. Jones in 2017 and is a Managing Director serving as Head of Investments. He is primarily responsible for the firm’s hedge fund, co-investment, venture capital, and private equity investment activities. He is also responsible for oversight of the investment team as well as designing and implementing the firm’s investment processes. Leveroni has over 15 years of investment management experience with a deep background in alternative investments and multi-asset class investing. Over the course of his career, he has been responsible for investment research, portfolio management, and risk monitoring as well as allocating capital across institutional investment portfolios and working directly with clients to create customized investment solutions. Prior to A.W. Jones, he was responsible for covering alternative investment strategies in the Investment Research Group for a New York based family office (2016-2017). Prior to that, Leveroni was an Investment Analyst and Investment Committee Member for 10 years at Permal Group, an industry-leading alternative asset management firm that became a subsidiary of New York Stock Exchange listed Legg Mason, Inc. (2006-2016). Leveroni earned a B.S. from Emerson College.

BRIAN MERRINS

Managing Director

Mr. Merrins is a Managing Director at A.W. Jones Select Opportunities Fund I, LLC. He is the Founder of Sound Harbor LLC, a family office established in 2017. Prior to Sound Harbor, he served as Managing Director at Bluestem Partners, L.P., a multi-billion dollar equity-focused alternatives firm with significant private company exposure (2008-2017). Prior to that, he was a Director in the Restructuring Group for Management Consulting Group and a Manager in the Transaction Advisory Group for KPMG, LLP. Mr. Merrins currently serves as Advisor to Industry Loan Corporation of Virginia. He earned a BS (Accounting) from Bucknell University and an MBA from Duke University.

Frederick Wasch

Managing Director

Mr. Wasch is a Managing Director at A.W. Jones Select Opportunities Fund I, LLC. He was Managing Partner and COO of Raging Capital Management, a $900MM long/short hedge fund with an active private investment strategy, where he oversaw financial, operational, and compliance functions. He also co-founded Energy Transition Capital, a private equity firm focused on renewable infrastructure. Earlier, he co-founded CallStreet, a financial data company acquired by FactSet (NYSE: FDS), and began his career in venture capital at Hambrecht & Quist. Mr. Wasch serves as an Independent Director at Immersion Corporation (NASDAQ: IMMR) and previously served on the board of SMG Indium Resources (NASDAQ: SMGI). He holds a B.A. from Princeton University and an M.B.A. from Columbia Business School.

CAROL HENSCH

Director

Mrs. Hensch joined A.W. Jones in 2007 and provides operational support for the firm. She has over 40 years of administrative experience; this includes 20 years as an executive assistant for two prominent family offices and 14 years at JP Morgan.