About Elevate > Management > Overview


Ting Gootee Ting Gootee, CFA
Chief Investment Officer
Phil Lodato Phil Lodato
General Counsel
Chief Compliance Officer




Barbara Uggen-Davis Barbara Uggen-Davis, CPA
Chief Financial Officer
Robert Clark Robert Clark
Entrepreneur-in-Residence,
Northeast Indiana Region




Kelly Schwedland Kelly Schwedland
Entrepreneur-in-Residence,
Northern Indiana Regions

Dan Owen Dan Owen
Entrepreneur-in-Residence,
Southern Indiana Regions




Karen Goldner Karen Goldner
Economic Gardening
Program Director

Alexandra Bowers Alexandra Bowers
Executive Assistant



Jonathon Fruchte Jonathon Fruchte
Director, Investment Operations
Erica Erica Schweyer
Senior Analyst