Oliver co-founded Monogram in 2014. He is responsible for originating new investment opportunities, diligencing and structuring potential investments, and working alongside our partner companies. Additionally, Oliver helps oversee the strategy and management of the firm.
Prior to Monogram, Oliver was with Leonard Green & Partners, a leading private equity firm, where he focused on investing in and supporting consumer and retail companies, including Union Square Hospitality Group / Shake Shack, Savers, Activision Blizzard, Animal Health International, DSW, and 99 Cents Only Stores.
Previously Oliver was a generalist in the private equity practice of Bain Capital, a leading alternative asset management firm. He began his career at Bain & Company, where he assisted private equity firms with acquisition due diligence and advised corporate clients.
Oliver earned a B.A. in political science from Brown University and an M.B.A. from Harvard Business School.
JARED STEIN Co-Founder & Partner
Jared co-founded Monogram in 2014. He is responsible for originating new investment opportunities, diligence and structuring potential investments, and working alongside our partner companies. Additionally, Jared helps oversee the strategy and management of the firm.
Prior to Monogram, Jared was with Golden Gate Capital, a leading private equity firm, where he was a member of the firm’s consumer and retail team and led investments in and supported six market-leading retailers. Jared previously worked at Huntsman Gay Global Capital, a $1+ billion debut fund.
Prior to HGGC, Jared was a generalist in the private equity practice of Bain Capital, a leading alternative asset management firm. He began his career in investment banking at Goldman Sachs, working in the firm’s consumer / retail and technology industry groups.
Jared earned a B.A. in economics from Duke University (summa cum laude; Phi Beta Kappa) and an M.B.A. from Stanford Graduate School of Business.
GREG WILLSEY Partner & Head of Operations
Greg joined Monogram in 2015. In addition to sourcing, evaluating and executing investments, Greg takes a hands-on role with partner companies, collaborating with management teams to define and execute strategy and scale their businesses.
Prior to joining Monogram, Greg was CFO and eventual COO at POM Wonderful where responsibilities included setting strategy and budgets, establishing pricing and trade, managing the sales team, creating KPIs, financial reports, and incentive plans, and leading a multi-year, cross-functional initiative to transform POM’s profitability.
Prior to POM, Greg led screening and diligence of potential acquisitions and select portfolio company initiatives at The Wonderful Company. Previously, he was an Engagement Manager at McKinsey & Company, where he focused on improving well-known consumer brands.
Greg earned a B.A. from the Calloway School of Business at Wake Forest University (summa cum laude), a J.D. from Harvard Law School (with distinction), and an M.B.A. from Harvard Business School (with distinction).
LUSA ZHOU Vice President
Lusa joined Monogram in 2016. She evaluates, executes, and supports investments across various consumer and retail verticals.
Prior to joining Monogram, Lusa was with The Carlyle Group, a leading global alternative asset manager, where she was a member of the private equity practice’s consumer and retail team and focused on investing in and supporting Beats Electronics, Acosta, NBTY, and Dunkin’ Brands.
She began her career in investment banking at Evercore as a generalist in the Mergers & Acquisitions practice.
Lusa earned a B.B.A. from the Stephen M. Ross School of Business at the University of Michigan (with high distinction) and an M.B.A. from Harvard Business School.