Office

US

Hometown

Watchung, NJ

Residence

New York City, NY

Claudia Rowe

Investment Team

Get in touch

“While growing up, my 3 siblings and I would scan and file tax returns for my CPA dad. I learned two important things at his office: 1) I didn't want to be an accountant (neither did my siblings) and 2) the “Golden Rule” of finance (whoever has the gold, makes the rules). I am excited and passionate about partnering with management teams that are re-writing the Golden Rule.”

Office

US

Hometown

Watchung,

NJ

Residence

New York City,

NY

As the youngest of 4 kids, I grew up in organized chaos running from soccer to swim practice. I thrived in the energetic and fast-paced team environments, on the field, in the pool... and now in the world of finance. I began my career at Goldman Sachs in the Firmwide Strategy and M&A group, buying and building new businesses on behalf of the firm. Then I joined Pine Brook Partners, a New York-based growth equity fund focused on Financial Services and a Better Mortgage co-investor (current Activant portfolio company).

Education

BBA Finance and International Business

Emory University

Role

How Claudia supports portfolio companies

Accelerating growth responsibly through data-driven decisions

Customer and partnership intros

Preventing or eliminating organizational silos so companies can preserve their startup culture as they scale

Sharing keys to success / learnings across different industries and business models

Relevant Experiences

  • Pine Brook Partners

    Investment Associate

    2 years

    Learnt the value of being a no-ego team player that loves to celebrate and support management teams.

    Responsibilities

    Partnered with portfolio companies across mortgage, lending, insurance, and banking sectors to efficiently scale their platforms.

    About Pine Brook Partners

    Financial Services growth equity firm that focuses on business building (partnering with experienced management teams to start de novo aka brand new companies).

  • Goldman Sachs

    Investment Banking Analyst

    2 years

    Understanding the delicate balance between setting a long term company strategy and executing on daily operations.

    Responsibilities

    Firmwide Strategy and M&A group at Goldman Sachs, executing growth initiatives and strategic transactions on behalf of the firm.

    About Goldman Sachs

    One of the largest investment banking enterprises in the world by revenue. It offers services in investment management, securities, asset management, prime brokerage, and securities underwriting.