Leadership
Great Elm Capital Management, GECC’s external manager, is comprised of 12 experienced professionals across investments, operations and finance. With more than 100 years of aggregate investment experience, GECM employs a team of sector-focused investment professionals with extensive experience in leveraged finance.
GECC Officers
Peter A. Reed
Peter A. Reed is GECC’s President, Chief Executive Officer and Chairman of the Board. Mr. Reed also serves as the CEO of GEG and GECM and as a director of GEG. Prior to joining Great Elm, Mr. Reed was a Portfolio Manager and Partner at a Boston-based registered investment adviser from 2004 to 2017. From 2002 to 2004, Mr. Reed was an investment banking analyst at Brown, Gibbons, Lang & Company where he worked on mergers and acquisitions, in-court and out-of-court financial restructurings, and debt and equity private placements for middle market companies. Mr. Reed is an ‘‘interested person’’ of GECC as defined in the 1940 Act due to his position as Chief Executive Officer of GECM, GECC’s investment adviser.
Keri A. Davis
Adam M. Kleinman
Adam M. Kleinman is GECC’s Chief Compliance Officer, as well as the President and Chief Operating Officer of GEG and GECM. Prior to joining Great Elm, Mr. Kleinman was a Partner and the Chief Operating Officer and General Counsel at a Boston-based registered investment adviser from 2009 to 2017. From 2004 to 2009, Mr. Kleinman was an Associate in the Banking and Leveraged Finance group at Bingham McCutchen LLP where he represented leading financial institutions, hedge funds and corporate borrowers in a broad range of commercial finance transactions, including syndicated debt financings, asset-based credit facilities and domestic and international debt workouts and restructurings. Mr. Kleinman graduated Phi Beta Kappa from Haverford College in 1997 with a BA in History and received his JD from the University of Virginia School of Law in 2004.
GECM's Investment Committee
Peter A. Reed
Peter A. Reed is GECC’s President, Chief Executive Officer and Chairman of the Board. Mr. Reed also serves as the CEO of GEG and GECM and as a director of GEG. Prior to joining Great Elm, Mr. Reed was a Portfolio Manager and Partner at a Boston-based registered investment adviser from 2004 to 2017. From 2002 to 2004, Mr. Reed was an investment banking analyst at Brown, Gibbons, Lang & Company where he worked on mergers and acquisitions, in-court and out-of-court financial restructurings, and debt and equity private placements for middle market companies. Mr. Reed is an ‘‘interested person’’ of GECC as defined in the 1940 Act due to his position as Chief Executive Officer of GECM, GECC’s investment adviser.
Matt Kaplan
Adam M. Kleinman
Adam M. Kleinman is GECC’s Chief Compliance Officer, as well as the President and Chief Operating Officer of GEG and GECM. Prior to joining Great Elm, Mr. Kleinman was a Partner and the Chief Operating Officer and General Counsel at a Boston-based registered investment adviser from 2009 to 2017. From 2004 to 2009, Mr. Kleinman was an Associate in the Banking and Leveraged Finance group at Bingham McCutchen LLP where he represented leading financial institutions, hedge funds and corporate borrowers in a broad range of commercial finance transactions, including syndicated debt financings, asset-based credit facilities and domestic and international debt workouts and restructurings. Mr. Kleinman graduated Phi Beta Kappa from Haverford College in 1997 with a BA in History and received his JD from the University of Virginia School of Law in 2004.
Jason W. Reese
Jason W. Reese is 54 years old and has been Executive Co-Chairman of our Board of Directors since February 2020. Mr. Reese is the Co-Founder, Chairman and Chief Executive Officer of Imperial Capital Asset Management, LLC and the Co-Founder and Executive Committee Member of Imperial Capital, LLC, both founded in 1997. Imperial Capital Asset Management is a registered investment advisor that manages or has managed various hedge funds, investment partnerships, a private REIT and a private equity fund. Imperial Capital, LLC is a registered broker-dealer. Combined, the Imperial Capital Group companies employ approximately 200 employees. Prior to Imperial Capital, Mr. Reese was a principal with Gordon Investment Corporation, a merchant banking firm in New York and Dallas, where he focused on investing in distressed real estate transactions, high yield securities and leveraged buyouts. Prior to Gordon, Mr. Reese worked in the Corporate Finance Group at PaineWebber in New York. Mr. Reese graduated with honors from Yale University with a B.S. in Electrical Engineering.
Mr. Reese brings to our Board of Directors investment expertise and extensive experience in capital markets.