Our core values guide everything we do, from how we invest to how we collaborate

  • Zero-Ego Mindset

    Strong opinions; loosely held.

    Check the ego at the door and put the team first. Wins are shared; mistakes are learned from and fixed by locking arms together (no blame game). Vulnerability builds trust.

  • Hustle

    Hard work always yields positive results.

    Show up with urgency, energy and grit. Focus on laying each brick and strive to “win the week”. Every day is an opportunity to be excellent.

  • Be Curious

    Embody a growth mindset

    Lead with questions, seek to understand alternate perspectives and adapt quickly. Above-the-line leadership. Accept and embrace change.

  • Do The Right Thing

    Honesty and integrity are our North Star

    Build for the long-term (run the marathon). Follow the Golden and Platinum Rules. Communicate clearly and transparently. Take ownership.

Why “Golden Bear”?

The name Golden Bear Partners is rooted in both symbolism and personal history.

The Golden Bear represents strength, wisdom, and protection — qualities we strive to embody in every partnership. Just as the golden bear leads with quiet confidence and protects what matters most, we aim to be trusted guides and steady hands for the founders and leadership teams we partner with. Our approach is grounded in experience, integrity, and long-term thinking, always putting people first.

On a more personal note, the name is also a nod to my roots as an Upper Arlington Golden Bear. As a native of Upper Arlington, OH and an avid golfer, I had the honor of captaining the same high school golf team as Jack Nicklaus, the original “Golden Bear.” While I didn’t quite match his scoring record, the example he set of excellence, hard work and discipline continues to inspire how I lead today.