Jeff shafer 

With 21 years of financial services industry experience, Jeff leads business development, distribution, and strategy. He is a Co Founder, Chief Executive Officer, and sits on the Investment Committee.

Bio

MICHAEL WHITAKER

Michael brings his experience in sales and management, as well as his passion for relationships and partnership to the CommonGood team. He is the Vice President of Capital Markets.                           

BIO

Jonathan shafer

With a background in private equity, operations, and asset management in the US and Africa, Jonathan heads investment activities and finance.  He is a Co Founder, Chief Investment Officer, and sits on the Investment Committee.  

Bio

Jeff Lee

Jeff is a passionate Floridian, and uses his financial services experience to help advisors and their clients align their values with private investments.  He is the Capital Markets Associate.

BIO

MICHELLE CAMPBELL

Michelle serves as the Compliance Consultant, and brings 13 years of compliance experience in the financial services industry, most recently with CNL Securities Corporation.  

BIO

Trey Rallis

Leveraging his experience at bulge bracket firms, Trey leads all investment banking and advisory activities for CommonGood. He is the Managing Director of Investments and sits on the Investment Committee.

Bio

Bob Roach

Bob brings nearly 20 years of financial services industry experience to the CommonGood team.  Leveraging his extensive finance and compliance background, Bob serves as the FINOP.

BIO