Archives: Team

Stephanie Drake is the Director of Finance of TRIA Capital Partners. Previously, Stephanie was the CFO at Valesco Industries, a private equity firm focused on middle market investments.  At Valesco, Stephanie held primary responsibility for financial reporting, audit and tax, investor relations and regulatory compliance. Prior to working at Valesco, Stephanie held positions as Controller at Trive Capital, Fund Accountant at Carlson Capital and Audit Manager at Deloitte. Stephanie graduated with distinction from the University of Oklahoma with a Bachelor of Business Administration and Master of Accountancy and is a Certified Public Accountant.

Dylan Tracy is a Senior Associate at TRIA Capital Partners, focusing on investment sourcing, evaluation, deal execution and ongoing portfolio company support. Dylan most recently worked on the Corporate Development team of Argano, an IT services implementation provider. While there, he carried out the firm’s inorganic growth strategy, completing deals in a variety of geographies and service segments. He also assisted with the firm’s post-acquisition integration plans and ad hoc projects for the firm’s financial sponsors. Previously, Dylan worked in the M&A Transaction Services group at Deloitte, where he specialized in serving private equity firms in both buy-side and sell-side transaction support. Dylan earned a BBA from the University of Notre Dame and an MPA from the University of Texas at Austin.

Jake Lynch is an Operating Partner of TRIA Capital Partners. Previously, Jake was a Partner and Chief Business Officer at Adviser Investments, one of the country’s largest fee-only wealth management firms. At AI, Jake held primary responsibility for enterprise strategy, including mergers and acquisitions, business integrations, succession planning, strategic planning and execution, and data analytics. Jake also founded and managed the firm’s Wealth Services department. Prior to working in the wealth management industry, Jake held positions in quantitative equity research and business analytics. Jake received a Bachelor of Arts from Bowdoin College and an MBA with a Concentration in Asset Management from the University of Virginia’s Darden School of Business.

Tanner Landry was formerly an Associate at ORIX with the Corporate Development and Strategic Opportunities group. At ORIX Tanner drove analyses related to the evaluation, diligence, and execution of M&A activities, middle market specialty credit opportunities, and other strategic company initiatives. Previously, Tanner performed business valuations for strategic decision-making, financial reporting, and tax planning purposes as a Senior Associate with the Valuation, Modeling & Economics group at EY. Tanner graduated Summa Cum Laude with a BS in Economics and MS in Finance from the University of Texas at Dallas, where he also earned Academic All-America honors as a member of the men’s golf team.

Ben Robins is a co-founder and Managing Partner of TRIA Capital Partners. Previously, Ben was a Partner at Fiduciary Network, which he originally joined in 2007. At FN, Ben managed the firm’s relationship with certain of its portfolio companies and had transaction sourcing responsibilities in the Northeast. Ben started his career as an attorney at Ropes & Gray in Boston, where he focused on private equity mergers and acquisitions, venture financings and various other corporate transactional matters. Ben graduated magna cum laude from Cornell University and received his law degree from NYU, where he was an associate editor of the New York University Law Review.

Yvonne Kanner is a co-founder and Managing Partner of TRIA Capital Partners.  TRIA continues Yvonne’s 20 year-long history partnering with wealth management founders and leadership teams.  Formerly, Yvonne was the President and COO at Fiduciary Network, which she co-founded in 2006. Yvonne was responsible for the firm’s operations, was the lead advisor for certain of FN’s portfolio companies, had transaction sourcing responsibilities on the West Coast and was a member of the Board of Managers.  Previously, Yvonne was the COO of Undiscovered Managers, LLC, where she oversaw the organization’s administration, regulatory and mutual fund activities, research and intellectual capital origination, and business and financial operations. Yvonne began her career in the Latin American institutional asset management group at Merrill Lynch Capital Management Group. Yvonne is a graduate of the Wharton School at the University of Pennsylvania. 

Steve Cortez is a co-founder and Managing Partner of TRIA Capital Partners. Formerly, Steve was a Partner at Fiduciary Network, which he co-founded in 2006. At FN, Steve managed the firm’s investment analyst team and had primary responsibility for certain of FN’s portfolio companies. In addition, Steve had transaction sourcing responsibilities in the Southeast and Midwest. Steve began his career at Strong Funds. He then served as a Director of Marketing at Undiscovered Managers, where he managed the internal wholesaling staff. He also worked extensively with wealth managers, organizing and directing the marketing of the firm’s products and services and developing new marketing and growth strategies. Steve earned a B.A. from Arkansas State University.