Our Team

Collaboration Capital represents three generations of investment and creative professionals. We are practitioners who believe in critical thinking, imagination, experiential knowledge, process, civic engagement and the power of capital markets to effect positive change.

Christopher L. Knapp
Chief Executive Officer

Mr. Knapp serves as Chief Executive Officer for Collaboration Capital. He served most recently as Chief Executive Officer of Chilton Capital Management, of which he was co-founder in 1996. He was formerly associated with Brown Brothers Harriman & Co. from 1984 to 1995. A stalwart believer in the importance of active community engagement and civic leadership on the part of corporate citizens, Mr. Knapp serves or has served as board member and/or in some leadership capacity of the Honors College at the University of Houston, BridgeUp at Menninger, Hermann Park Conservancy, Houston Parks Board, Memorial Park Conservancy, Peckerwood Garden Conservation Foundation, Workshop Houston, Stewardship Council of The Cultural Landscape Foundation, and Advisory Board of Breakthrough Houston. Mr. Knapp received a BA from Williams College.

George Rooney
Chief Investment Officer

Mr. Rooney serves as Chief Investment Officer for Collaboration Capital. He was co-founder of Piscataqua Capital Management, a quantitative investment advisory practice. Mr. Rooney has also served as a Managing Director at UBS Global Asset Management. During his tenure at UBS, he was President of DSI International Management (a wholly owned subsidiary of UBS), Head International Equity, Capability Strategist on Enhanced Equity products, and Portfolio Manager of global, regional, and country-specific mandates, including enhanced, active, and long/short strategies. Prior assignments include Research/Portfolio Manager at Standish, Ayer & Wood in Boston, Massachusetts, and Portfolio Manager and Research Director at DSI International Management in Stamford, Connecticut. Mr. Rooney is a CFA® Charterholder and a member of the Boston Security Analysts Society. He received a BA from Providence College and an MBA from New York University Stern School of Business.

There are several elements that directed me in the decision to join Collaboration Capital. Working with people that you respect and trust can have a material impact in achieving your goals and enjoying the journey. Collaboration Capital’s mission of building investment portfolios that effect positive change/influence on society was also a driving determinant as was the entrepreneurial environment embedded in the firm’s DNA – a culture that prioritizes collaboration as a means toward meeting shared objectives.

Gary Fitzgerald
Chief Operating Officer and Chief Compliance Officer

Mr. Fitzgerald serves as Chief Operating Officer and Chief Compliance Officer for Collaboration Capital. He previously served as Vice President in the Investment Management Division of Goldman Sachs. Mr. Fitzgerald has over 10 years experience in asset management, with a specific focus on compliance, operations, and the regulatory environment of alternative investment products, including private equity and hedge funds. Mr. Fitzgerald holds the Series 7 and the Series 63 FINRA licenses. He received a BS from Syracuse University.

I chose to work at Collaboration Capital as I saw an opportunity to have a real Impact, in every sense of the word. First, by shifting the view of capital markets to a problem solving tool instead of a necessary evil, as had been the recent trend. Second, through the people and firms with whom we collaborate and through the Collaboration team itself, who all share a common belief in inclusion, transparency and civic engagement. Lastly, with our clients who share these same core values and give us the opportunity to implement such Impact through our efforts every day.

Katherine Booth
Associate

Mrs. Booth serves as an Associate/Consultant for Collaboration Capital. She recently received her MBA from MIT’s Sloan School of Management where she focused on the intersection of sustainability and finance. Previously she served as a financial analyst and associate in the Private Wealth Management division of Goldman Sachs in their New York and Houston offices. She received a BA from Vanderbilt University.

I believe that Collaboration Capital has created an unprecedented approach to unlocking opportunity through multiple gateways that is well-poised to dramatically impact the communities in which it operates. By creating a holistic process that is inclusive of a spectrum of stakeholders, Collaboration Capital is able to achieve critical mass in driving meaningful change through its collaborative model.

Annelise Bovet
Senior Client Service Officer

Ms. Bovet serves as Senior Client Service Officer for Collaboration Capital. Her former associations include Morgan Stanley (Geneva) from 2001 to 2013, J.P. Morgan (New York/Geneva) from 1990 to 2001 and UBS (Geneva) from 1987 to 1990. Ms. Bovet is a CFP® professional and holds the Series 65 FINRA license. She received a BA from Scripps College and an MA from Webster University.

My first exposure to purposeful investing was personal. In the late 1990’s, my Swiss family fund voted to exclude tobacco and alcohol from its investments to better meet its values. A few years later, I saw an increase in client requests for sustainable investments, particularly to address water and environmental concerns. In early 2000, there were few institutions offering such investments. It has been rewarding to work at a firm that has this as its “raison d’être.”

E. Philip Cannon
Managing Director

Mr. Cannon serves on the Investment Policy Committee for Collaboration Capital. He began his career at Morgan Guaranty Trust Co. of New York. Mr. Cannon’s other professional assignments include serving as Headmaster of St. John’s School, Houston, and as Chief Executive Officer of the Houston Zoo. Mr. Cannon serves or has served as trustee of PIMCO Funds, The Hill School, Princeton University, Goodwill Industries, and School Year Abroad. Additionally, he has chaired the boards of St. John’s School and Omega House, Houston. Mr. Cannon received a BA from Princeton University and an MBA from The University of Texas.

My primary motivation for coming to work at Collaboration Capital is Chris Knapp’s vision for the firm. It is a vision shared of encouraging and working with young people who are eager to improve the world. The vision also involves presenting attractive opportunities for investors who are as mindful of where their capital is invested as they are of receiving an appropriate, risk-adjusted return. A secondary impetus is the chance to become the best in class in a vital and evolving segment of the industry. There is a nobility in our team’s work that provides meaning to us through a powerful sense of belonging and of contribution.

 

Ron Lerner
Managing Director

Mr. Lerner serves on the Investment Policy Committee for Collaboration Capital. His previous associations spanning some 50 years include: Rotan Mosle, Inc., Trendalysis / Prometheus Advisors and Cypress Capital. After receiving a BBA and doing further graduate studies from the University of Houston, his career has included corporate finance, research analyst, institutional sales and founder of both an institutional brokerage firm and investment advisory firm which he sold in 1999. Mr. Lerner received a BS from the University of Houston.

The lens through which I process the opportunity and appeal of Collaboration Capital is one of civic leadership and engagement. I first met Chris via our shared commitment to the restoration of Houston’s Hermann Park. Upon retirement from the day-to-day investment business my wife Jane and I moved to Montana where we became active members for many years on the Board of the Yellowstone Park Foundation. The restoration of Yellowstone Park – the first national park in the world and an American treasure – was time-consuming, expensive, educational and very satisfying. The sensitivities and funding required to bring such large public venues into the modern world, makes one most appreciative of the new investment opportunities creative people are bringing to bear to better our world.

Teresa Perez
Investment Associate
Ms. Perez serves as Investment Associate for Collaboration Capital.  Her former associations include Criterion Investment Management Co./Transamerica/Nicholas-Applegate, Palladium Capital Management Co, AIM/Invesco and Chilton Capital Management Co.  Ms. Perez is a former Board and Associate Board member of Urban Harvest located in Houston, TX.  She received a BBA in Accounting from The University of Texas at Austin and completed her Permaculture Designers Certification in 2002 through Urban Harvest.
 
Collaboration Capital provides a unique opportunity for me to align my environmental/sustainable life interests with my financial-based work life.  I look forward to practicing money management within a holistic framework benefitting clients and the community at large.
Allyson Randall
Office Manager

Ms. Randall serves as Office Manager at Collaboration Capital. She brings more than twenty one years of experience in client relations, business administration, and human resources with a focus on Wealth Management and Oil and Gas. Prior to joining Collaboration Capital, she served as key office, executive, and operations support for assignments most recently at Chilton Capital Management and Dow Chemical Company.

Having worked in wealth management for several years, I believe Collaboration Capital’s approach differentiates itself by not only being forward-thinking, but also compassionate and engaging amongst other investments. I am proud to work alongside like-minded individuals who want to “live life in a garden” for generations to come.

John Skavlem
Senior Client Service Officer

Mr. Skavlem serves as Senior Client Service Officer for Collaboration Capital. He was most recently Associate Director of Institutional Relations at The Clark Art Institute. Mr. Skavlem has more than 30 years combined experience in the non-profit and for-profit sectors including assignments at Williams College, TechFoundation, Allied Domecq and D’arcy Masius Benton & Bowles. Mr. Skavlem received a BA from Williams College.

Having witnessed the fulfillment people experience in making contributions to causes and organizations they believe in, the opportunity to help them find that same degree of fulfillment in the way they invest their financial assets is what led me to Collaboration Capital. The spirit of optimism and the conviction in making things happen as Collaboration works to tackle and help solve significant challenges that confront communities today is palpable. Having never been one to watch from the sidelines or wait for something to happen, the opportunity to lead by example and inspire others by working collaboratively towards a greater good motivates me. At the end of the day, making the world a better place for my children and future generations represents the ultimate personal and universal goal.

Dylan Stout
Associate

Mr. Stout serves as an Associate for Collaboration Capital. He began his career in asset management in 2013 at Lord Abbett. Mr. Stout is a Houston native, and returned home from New York in 2016. Mr. Stout holds the Series 7 and the Series 66 FINRA licenses. He received a BA from Texas Christian University.

I first became aware of the universe of socially responsible investing while working in New York. I in turn talked with my family members and bounced ideas off of them as to the future of this industry. I gravitated towards the idea of mingling my core values with what I do each and every day and when I heard about Collaboration Capital, I knew it was the right fit.

Randy Twaddle
Brand Coordinator

Mr. Twaddle serves as Brand Coordinator at Collaboration Capital. He is the founder of Small Town, a branding and communications company that synthesizes over thirty years of art studio practice with twenty years of marketing experience. Prior assignments include Texas Children’s Hospital; Museum of Fine Arts Houston; The Menil Collection; Bill White for Mayor; Zilkha Renewable Energy and Horizon Wind Energy. Mr. Twaddle also co-created the multi-media, grass roots, crowd-sourced image campaign, Houston. It’s Worth It. A practicing visual artist for 35 years, he has been in over 40 solo and group exhibitions and has been collected by private and public collections across the US. Mr. Twaddle has served on the board of Nameless Sound, and currently is President of the Peckerwood Garden Conservation Foundation board. He received a BFA from Northwest Missouri State University, and a MFA from the University of Houston.

The opportunity to work with a thought leader in the investment sector to help articulate his vision for capital markets solving intractable problems was too compelling to pass up. Having worked in renewable energy before its widespread acceptance, I see instructive parallels with challenges in educating investors on the power of their personal capital to not only provide return but to also effect societal change more aligned with their personal values.