The people who decide.

Michael Harrington serves as Chief Executive Officer and Head of Family Office at Caldrion, overseeing the firm’s investment, financial, legal, operational and administrative activities. He brings more than 25 years of experience across investment banking, private equity, family enterprise and private investment management, with a particular focus on building durable institutional frameworks around long-term family capital.

Michael began his career in the M&A group at J.P. Morgan, advising public and privately held companies on strategic transactions and capital allocation. He subsequently spent more than a decade with a middle-market private equity firm, where he rose to Managing Director and worked closely with founder- and family-owned businesses across the industrial, business services and consumer sectors. His responsibilities included investment underwriting, transaction execution, portfolio-company governance and long-term strategic planning.

Before joining Caldrion, Michael spent more than a decade in senior leadership positions at another single family office, first leading investments and strategic projects and then serving as its President. In that role, he oversaw a multidisciplinary organization spanning investments, finance, tax, legal affairs, philanthropy, family governance and operations, and led the professionalization of the office’s reporting, governance, investment committee and risk-management infrastructure.

Michael holds a BS in Finance from Georgetown University and an MBA from the University of Virginia’s Darden School of Business. At Caldrion, he advises on capital allocation, governance, succession and long-term strategy, with an emphasis on disciplined decision-making, institutional continuity and the preservation of family capital across generations.

Jennifer Williams is Caldrion’s Chief Investment Officer, responsible for the firm’s investment activity across its six pillars, including venture capital through Caldrion Ventures. She joined Caldrion in 2011 and previously led its external affairs, managing the firm’s relationships with partners, co-investors and philanthropic organizations.

Before Caldrion, she spent nine years at Goldman Sachs as a Senior Vice President in ultra-high-net-worth advisory, advising family offices and founders on asset allocation, liquidity events and generational wealth transfers. Earlier, she was an Associate Partner at McKinsey & Company in the Private Equity and Principal Investors practice, advising family-owned enterprises on liquidity events, succession and governance. She began her career in the Chairman’s Office at Sotheby’s.

She holds an MBA from Harvard Business School and a BA from Stanford University.

Sarah Mitchell serves as Chief Financial Officer at Caldrion, responsible for financial reporting, accounting, treasury, tax coordination, liquidity management and financial controls. A Certified Public Accountant with more than 20 years of experience, Sarah has spent her career working with complex private investment structures, alternative asset managers, privately held businesses and multigenerational family entities.

Sarah began her career at PwC, advising alternative investment managers, partnerships, private companies and high-net-worth family structures on accounting, audit and financial reporting. She later joined the finance organization of a private equity firm, ultimately serving as Controller and overseeing partnership accounting, management-company reporting, capital accounts, valuation processes, audit coordination and investor reporting.

Before joining Caldrion, Sarah held senior finance roles at another single family office with a diversified portfolio of public and private investments, real estate holdings, trusts, operating businesses and philanthropic entities. She was responsible for consolidated family reporting, cash-flow forecasting, capital-call planning, banking relationships and entity-level accounting, and implemented systems that gave a complete and timely view of the family’s financial position.

Sarah holds a BS in Accounting from Villanova University and is a licensed CPA. Her approach centers on accuracy, transparency, strong controls and disciplined financial stewardship, ensuring that Caldrion keeps a clear understanding of its assets, liabilities, liquidity requirements and long-term financial obligations.

Thomas Bennett serves as Chief Operating Officer at Caldrion, overseeing the firm’s operating infrastructure, people, systems, vendors, administrative functions and business continuity. He brings more than 20 years of experience across consulting, investment-management operations and private-office administration, with a career focused on building reliable systems around complex organizations.

Thomas began his career at Deloitte, advising financial institutions on operational improvement, organizational design, process management and technology implementation. He then joined a private investment firm, where he spent nearly a decade in increasingly senior operational roles, becoming Head of Business Management. His responsibilities included technology implementation, vendor oversight, compliance coordination, human resources, operational controls and continuity planning.

He later joined a privately held investment organization as Chief Operating Officer and played a central role in its evolution into a fully developed family-office platform. There he led initiatives across reporting systems, cybersecurity, insurance, payroll, document management, wire controls, vendor management, recruiting, office infrastructure and family support, coordinating across investment, financial, legal, technology and principal-facing functions.

Thomas holds a BS in Industrial Engineering from Northwestern University and an MBA from NYU Stern School of Business. At Caldrion, he focuses on making sure the organization runs on institutional-quality processes while keeping the flexibility, responsiveness and discretion a private investment office requires.

Jonathan Mercer serves as General Counsel and Chief Legal Officer at Caldrion, overseeing the firm’s legal affairs, governance, transactional matters, compliance coordination and relationships with outside counsel. He brings more than 25 years of legal experience across private equity, corporate transactions, investment management, family governance and private wealth structures.

Jonathan began his career in the corporate and private equity practice at Simpson Thacher & Bartlett, advising private investment firms, corporations and financial sponsors on acquisitions, financings, joint ventures, shareholder arrangements and investment structures. He then moved in-house to a private equity firm, where he spent nearly a decade advising senior management and investment professionals on transactions, fund matters, governance, employment issues and regulatory considerations.

Before joining Caldrion, Jonathan held senior legal positions at another substantial single family office. His work covered direct investments, private fund commitments, real estate transactions, trust and estate-planning coordination, family governance, philanthropic entities, employment matters, confidentiality, insurance and litigation oversight, and he managed relationships with specialist outside counsel in tax, estate planning, regulatory, employment, real estate and international matters.

Jonathan holds a BA in History and Economics from Duke University and a JD from the University of Virginia School of Law, and is admitted to practice in New York. His approach combines legal rigor with commercial judgment: identifying material risks, developing practical solutions and supporting the family’s objectives within a disciplined legal and governance framework.

Robert Chen serves as Chief Risk Officer at Caldrion, responsible for evaluating investment, liquidity, concentration, counterparty, leverage and operational risks across the organization. He brings more than 20 years of experience in institutional risk management, portfolio analytics and multi-asset investing, across investment banks, asset managers and private investment organizations.

Robert began his career in market risk at Morgan Stanley, covering equities, fixed income, rates and derivatives. He then joined a large institutional asset manager, where he spent nearly a decade advising portfolio managers on portfolio construction, stress testing, liquidity, factor exposures, concentration and downside risk across public and private investment strategies.

Before joining Caldrion, Robert was Head of Investment Risk for a substantial private investment organization, where he developed risk frameworks covering public markets, private investments, real estate, credit, derivatives, currencies, leverage and counterparty exposures. He worked closely with investment teams to assess how each opportunity would change the risk of the overall family portfolio, not only how it looked on a standalone basis.

Robert holds a BS in Applied Mathematics from Brown University and an MS in Financial Engineering from Columbia University, and is a CFA charterholder and a certified Financial Risk Manager (FRM). His approach to risk emphasizes capital preservation, liquidity, scenario analysis and finding exposures that traditional asset-class labels can hide.

Alexandra “Alex” Morgan serves as Chief of Staff at Caldrion, working closely with the family and the senior leadership team to coordinate strategic priorities, special projects, executive decision-making and cross-functional initiatives. She brings more than a decade of experience across investment banking, management consulting, corporate strategy and principal-level advisory work.

Alex began her career in investment banking at Morgan Stanley, working on strategic and financing transactions in the consumer and technology sectors. She then joined Bain & Company, advising corporate and private equity clients on strategy, organizational design, commercial diligence and performance improvement.

Before joining Caldrion, Alex worked in the executive office of a family-controlled business, first as Director of Strategic Projects and then directly with the family principal on investment, governance, philanthropic and corporate initiatives. She later moved into the family office, where her responsibilities grew to include principal briefings, investment committee coordination, board and family-council materials, strategic projects, external relationships and priorities that span the organization.

Alex holds a BA in Economics from Dartmouth College. At Caldrion, she is the central point of coordination between the family and the firm’s investment, financial, legal and operating teams, making sure priorities are clearly defined, decisions are followed through and important matters get the attention they need.