Investment Team

Tom Formolo

Partner

Tom Formolo

Partner

Tom founded New Harbor Capital in 2013. He has spent his entire career working in the private equity industry, having most recently spent 25 years at CHS Capital where he has been a Partner, and the Head of the Business Services, Healthcare and Education team. At CHS, he has also been a long time member of the Investment and Management Committees. Prior to joining CHS, Tom worked at Heller Financial in the Leveraged Funding Group. Tom holds a B.B.A. From the University of Wisconsin, and an MBA from Northwestern University.

Select Corporate Directorships:

  • Certica Solutions
  • Community Psychiatry
  • KURE Pain Management
  • New York Kids Club
  • PT Solutions
  • Wedgewood Pharmacy
  • ARC Document Technologies (NYSE: ARC)
  • Former: Ace Products, AMF Bowling Worldwide, Heartland Dental, KB Alloys, Suture Express, Royall & Company, Utiliserve, WASH Multifamily Laundry Systems

Select Not-For-Profit Directorships:

  • Board of Directors, New Schools for Chicago
  • Trustee, National Louis University, Member of Executive Committee
  • Board Member, Chicago Fellowship, Head of Education Committee
  • Former: Board of Trustees, North Shore Country Day School (16 years, former Board Chair)
  • Former: Dean’s Advisory Board, University of Wisconsin School of Business (two terms)

Ed Lhee

Partner

Ed Lhee

Partner

Ed, a Partner and Co-Founder at New Harbor Capital, was previously a Partner at CHS Capital responsible for leading the firm’s healthcare investment activity. Prior to joining CHS, he was with Morgan Stanley & Co. in the M&A and Corporate Finance Groups. Ed holds a B.S. and B.A. from the University of Pennsylvania, and earned an MBA from Northwestern University.

Select Corporate Directorships:

  • Certica Solutions
  • Community Psychiatry
  • KURE Pain Management
  • New York Kids Club
  • PT Solutions
  • Wedgewood Pharmacy
  • Former: Ace Products, Acton Mobile Industries, Baker Tanks, Heartland Dental, Royall & Company, Suture Express, Swank Audio Visuals

Select Not-For-Profit Directorships:

  • Board of Directors, Hanul Family Alliance
  • Global Advisory Board, KAPE (Kellogg Alumni in Private Equity)
  • Board of Directors, READ Global

Jocelyn Stanley

Principal

Jocelyn Stanley

Principal

Jocelyn is a Principal at New Harbor Capital and was actively engaged in the formation of the firm. Previously she was an Associate and then Vice President with CHS Capital. Prior to joining CHS, she was with Wachovia Securities in the M&A Group. Jocelyn holds a BS, summa cum laude, from Vanderbilt University, and earned her MBA from Stanford University.

Select Corporate Directorships:

  • Certica Solutions
  • New York Kids Club
  • PT Solutions
  • Wedgewood Pharmacy
  • Former: Acton Mobile Industries, Royall & Company, Swank Audio Visuals

John Pircon

Vice President

John Pircon

Vice President

John is a Vice President and was actively engaged with the formation of the firm. John is responsible for originating, evaluating and executing new investment opportunities, primarily in the healthcare sector, as well as working with portfolio companies. Previously, John was as an Associate at CHS Capital where he worked closely with the founding members of New Harbor on a variety of transactions including Royall & Co. and Heartland Dental Care. Prior to joining CHS, John worked in the Investment Banking Division at Robert W. Baird & Co. where he spent two years working on U.S. M&A and equity financing transactions and one year with the International M&A team based in London. John earned a B.A. in Economics from Dartmouth College and an MBA from Northwestern University.

Select Corporate Directorships:

  • Community Psychiatry
  • KURE Pain Management

Justin Marquardt

Vice President

Justin Marquardt

Vice President

Justin Marquardt is a Vice President at New Harbor. Previously, Justin was an Associate at Prairie Capital and an Associate in the investment banking division of Morgan Stanley in Chicago. Justin graduated with High Honors from the University of Chicago’s JD/MBA program, where he was a Kirkland & Ellis Scholar, and also holds degrees from the University of Oxford and Georgetown University, where he graduated summa cum laude.

Select Corporate Directorships:

  • New York Kids Club

Zach Borg

Associate

Zach Borg

Associate

Zach is an Associate and joined New Harbor Capital in 2015. He assists in evaluating and executing new investment opportunities and works with portfolio companies. Previously, he was an analyst at SunTrust Robinson Humphrey where he focused on healthcare coverage. Zach earned his B.S. in Finance from Indiana University.

Brad Pelisek

Associate

Brad Pelisek

Associate

Brad is an Associate and joined New Harbor Capital in 2016.  He assists in evaluating and executing new investment opportunities and works with portfolio companies.  Previously, he was with Oliver Wyman.  Brad earned his B.A. from Princeton University.

Staff

Kevin Bochenek

VP – Finance & Administration

Kevin Bochenek

VP – Finance & Administration

Kevin Bochenek joined New Harbor Capital in 2014 as a Vice President & Controller. Most recently, Kevin has been at CHS Capital. Prior to joining CHS, he was employed by OFS Management and prior to that, held positions with Conversus Asset Management, LLC and KPMG LLP. He holds a B.B.A. from the University of Notre Dame and is a registered Certified Public Accountant.

Nicole Greifenkamp

Marketing Director

Nicole Greifenkamp

Marketing Director

Nicole has worked with the New Harbor Capital Investment team since 2006 and has 20 years of overall experience in marketing and communications. Prior to joining New Harbor and CHS Capital, she was with The Habitat Company as Vice President of Marketing. She has also worked with The Chicago Tribune as an Advertising Account Executive. Nicole holds a B.S. in Communications from the University of Illinois at Urbana-Champaign.

Esther Alatorre

Administrative Assistant

Esther Alatorre

Administrative Assistant

Esther has worked with the New Harbor Capital Investment team since 2000. Prior to her position at New Harbor and CHS Capital, Esther worked at Citibank, BMO Capital Markets, and Bank of America.

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