Bertram Capital has promoted Ingrid Swenson to Partner and Managing Director. Ms. Swenson, the Chief Financial Officer at Bertram, has been with the firm since its inception in 2006 and oversees all of Bertram Capital’s finance, administrative and internal information technology activities.
Ms. Swenson has led Bertram’s finance team’s efforts in support of each of the twenty-two investments made by Bertram Capital since the firm’s first investment in January of 2007. In addition to her finance and administration responsibilities, Ms. Swenson also serves as the firm’s Chief Compliance Officer. Most recently, Ms. Swenson and her team designed and implemented a comprehensive internal compliance program, coinciding with the firm’s registration with the SEC as a Registered Investment Advisor.
“As a founding team member of Bertram Capital, Ingrid Swenson has played an integral role in the firm’s success and has been instrumental in building our world class Finance, Administrative and IT teams,” said Jeff Drazan, Managing Partner. “Ingrid’s well-earned promotion to Partner and Managing Director is a direct result of the unwavering commitment to excellence and tireless work ethic she displays on a daily basis.”
Prior to Bertram, Ms. Swenson was Controller of Mayfield Fund. Previous to Mayfield Fund, she was a Senior Manager at PricewaterhouseCoopers in its Life Science and Venture Capital practice. Ms. Swenson currently serves on the board of directors of the West Coast Chapter of the Private Equity Chief Financial Officer Association and is a member of the American Society of Women Accountants. Ms. Swenson earned a Bachelor of Science in Agricultural & Managerial Economics from U.C. Davis and is a licensed Certified Public Accountant in the state of California.
Bertram Capital has over $850 million in capital under management and targets investments in lower middle market companies. Industries of interest include manufacturing, technology, business services and health care. The firm is located in San Mateo, CA (www.bertramcapital.com).