TEAM
  • Jeffery Sweeney

    Jeffrey Sweeney
    Chairman and CEO, US Capital Partners
    Email: jsweeney@uscapitalpartners.net
    Phone: (415) 889-1010
    Fax: (415) 723-7158
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    Mr. Sweeney has a strong entrepreneurial approach, which he has applied in the investment banking and equipment leasing arena for nearly 15 years. He has extensive operational knowledge and experience in manufacturing, finance, machine tools, and equipment leasing – all gained as both a consumer of machine tools and later as a principal of US Capital Corporation.
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  • Charles V Towle

    Charles V. Towle
    Managing Partner, US Capital Partners
    Email: charles@uscapitalpartners.net
    Phone: +1 (415) 889-1022
    Fax: +1 (415) 723-7158
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    Charles Towle is Managing Partner at US Capital Partners Inc. and a member of its Investment Committee. Since joining US Capital Partners in 2006, Mr. Towle has helped grow the firm into a leading private financial group for small and medium-sized businesses in the United States. As Managing Partner, Mr. Towle oversees 30+ banking professionals in San Francisco and New York, in addition to the firm's established affiliates and institutional investors.
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  • Ish Spencer

    Ish Spencer
    Managing Director and Partner
    Email: ish@uscapitalpartners.net
    Phone: +1 (415) 889-1023
    Fax: +1 (415) 723-7158
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    Ish Spencer is Managing Director and Partner at US Capital Partners Inc., responsible for directing all aspects of the firm’s nationwide business origination program, business development, underwriting of commercial loans, and client relationships. Mr. Spencer brings extensive multi-disciplinary experience to US Capital Partners, including special expertise in particular verticals, such as healthcare, technology, and manufacturing (including their overlap in the medical device, biotechnology, and nanotechnology industries).
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  • James Baty

    James B. Baty, Ph.D.
    Senior Vice President
    Email: jbaty@uscapitalpartners.net
    Phone: +1 (415) 723-1010
    Fax: +1 (415) 723-7158
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    Dr. James B. Baty is a Senior Vice President at US Capital Partners Inc. and a member of the Advisory Board of Directors of US Capital Investment Management, LLC. He is recognized as an expert in the design, implementation, and management of large-scale distributed information technology. With Dr. Baty as a strategic advisor, US Capital Partners is well-positioned to accelerate the market disruption the firm has already been causing in the evolving FinTech arena, with a focus on the small and lower middle market.
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  • Richard Byrd

    Richard Byrd
    Senior Vice President
    Email: rbyrd@uscapitalpartners.net
    Phone: +1 (317) 691-6288
    Fax: +1 (415) 723-7158
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    Richard Byrd is a Senior Vice President at US Capital Partners Inc. He is responsible for all aspects of the firm’s debt and equity business development, advisory services, and client relationship management. He holds special expertise in medical devices, senior centers, logistics/trucking, community banks, IT, and other manufacturing niches.
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  • Bruce Canvasser

    Bruce Canvasser, ND
    Senior Vice President
    Email: bcanvasser@uscapitalpartners.net
    Phone: +1 (415) 723-1010
    Fax: +1 (415) 723-7158
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    Dr. Bruce Canvasser is a Senior Vice President at US Capital Partners Inc. and a member of the Advisory Board of Directors of US Capital Investment Management, LLC. Dr. Canvasser is a highly experienced healthcare professional, with more than 35 years of experience in the healthcare industry. He has served as Instructor of Botanical Medicine, Clinic Director, and Board of Trustee member at National College of Naturopathic Medical School in Portland, Oregon, now called National College of Natural Medicine.
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  • Jack Monopoli

    Jack Giacomo Monopoli
    Senior Vice President
    Email: jmonopoli@uscapitalpartners.net
    Office: +1 (415) 723-1027
    Mobile: +1 (925) 270-9601
    Fax: +1 (415) 723-7158
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    Jack Giacomo Monopoli is a Senior Vice President at US Capital Partners Inc. He is responsible for all aspects of the firm’s debt and equity business development, advisory services, and client relationship management. Mr. Monopoli brings deep experience in capital markets and in institutional investor services to US Capital Partners, as well as advisory expertise in capital formation initiatives, such as general debt and equity investment structuring and raises.
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  • J. Alfred Ritter

    J. Alfred Ritter
    Vice President
    Email: aritter@uscapitalpartners.net
    Phone: +1 (415) 889-1033
    Fax: +1 (415) 723-7158
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    Alfred Ritter serves as a Vice President on US Capital Partners' business development team. He is responsible for all aspects of the firm's debt and equity business development, advisory services, client negotiations, and relationship management.
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  • Frank Villarreal

    Frank Villarreal
    Vice President, US Capital Partners
    Email:fvillarreal@uscapitalpartners.net
    Phone: +1 (415) 889-1047
    Fax: +1 (415) 723-7158
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    Frank Villarreal is a Vice President at US Capital Partners Inc. He brings 24 years of experience in the financial services industry to the firm’s Investment Banking group. Mr. Villarreal’s responsibilities at US Capital Partners include sourcing and vetting alternative asset funds and capital raises for the firm’s Wealth Management division, with a focus on the high net worth client, family office, and independent wealth advisor channels.
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  • Michael Plato

    Michael Plato
    Associate
    Email: mplato@uscapitalpartners.net
    Phone: +1 (415) 889-1027
    Fax: +1 (415) 723-7158
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    Michael Plato serves as an associate on US Capital Partners’ business development team. He is responsible for all aspects of the firm’s debt and equity business development, advisory services, and client relationship management.
    Michael is a solutions-oriented business development specialist and entrepreneur with experience in SME frontier market investing with startups, government banking, and non-profit investment support organizations.
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  • Nicholas Atkeson

    Nicholas Atkeson
    Managing Director
    Email: nick@uscapitalwm.com
    Phone: +1 (415) 249-6337
    Fax: +1 (415) 738-0558
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    Nicholas Atkeson is a Managing Director at US Capital Wealth Management. With over 20 years of industry experience, he specializes in providing thoughtful, independent wealth management solutions to enable clients to build and protect their wealth.
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  • Andrew Houghton

    Andrew Houghton
    Managing Director
    Email: andrew@uscapitalwm.com
    Phone: +1 (415) 249-6335
    Fax: +1 (415) 738-0558
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    Andrew Houghton is a Managing Director at US Capital Wealth Management. With over 20 years of industry experience, he is adept at providing clients with exceptional wealth management service with the appropriate balance of growth and protection that best serves their long-term investment objectives.
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  • Patrick Steele

    Patrick Steele
    Senior Vice President
    Email: psteele@uscapitalpartners.net
    Phone: +1 (415) 889-1025
    Fax: +1 (415) 723-7158
    Download: Vcard

    Patrick Steele is a Senior Vice President at US Capital Wealth Management. He is responsible for all aspects of the division’s wealth management services, investment advisory services, and client relationship management. In addition, he serves as an advisor in US Capital Partners’ investment management and securities divisions.
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  • Jefferey Sweeney
  • Charles Towle
  • Ish Spencer
  • James Baty
  • Richard Byrd
  • Bruce Canvasser
  • Jack Monopoli
  • Alfred Ritter
  • Frank Villarreal
CONTACT US

To learn more about how your business can secure the financing it needs, please contact us:

AFFILIATIONS

Securities offered through US Capital Global Securities, Inc., member FINRA, SIPC.

Loans made or arranged pursuant to a California Finance Lenders Law License - License No. 60DBO 43589