ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

TA Announces Expanded Senior Leadership Team

Jennifer Barbetta Joins as Chief Operating Officer, Lori Stachelski Joins as Chief Talent Officer, and Darlene Karis is Promoted to Global Head of Human Resources

TA Associates (“TA”), a leading global growth private equity firm, today announced the expansion of its leadership team with the appointments of Jennifer Barbetta as Chief Operating Officer, Lori Stachelski as Chief Talent Officer and Darlene Karis as Global Head of Human Resources. The investment in senior leadership aims to support TA’s accelerated growth, affirm its commitment to developing talent and position the firm for the future.

As Chief Operating Officer and Managing Director, Jennifer Barbetta will be responsible for general oversight and day-to-day management of all global non-investment operations, partnering closely with TA’s senior leadership. Her role will include overseeing TA’s global offices, and guiding the firm’s Financial, Human Resources, Talent, Marketing and Information Technology functions.

“TA has a longstanding history of delivering value for portfolio companies and investors, fueled by the firm’s hard-working, passionate team and collaborative culture,” said Barbetta. “I am proud to join the talented team, and will aim to further empower TA’s people, foster innovation and enhance the firm’s operations in my role as COO.”

Barbetta joins TA from Starwood Capital Group, where she served as Chief Operating Officer and Senior Managing Director. Prior to Starwood, Barbetta was a Partner at Goldman Sachs where she spent over 23 years in various leadership positions in the firm’s Asset Management division, including Chief Operating Officer and Global Head of Strategic Client Service. Most recently, Barbetta helped lead the firm’s Global Portfolio Solutions Group, its multi-asset class products and solutions business.

“Jen has demonstrated an impressive track record of success enhancing operations and driving measurable results throughout her career,” said Ajit Nedungadi, Chief Executive Officer at TA. “She is a valuable addition to our team, and I am confident that her wealth of experience will contribute to TA’s continued growth and industry leadership.”

As part of the leadership expansion and TA’s thoughtful succession planning, Jeffrey C. Hadden will transition his Chief Operating Officer responsibilities to Barbetta and assist with her onboarding. Hadden will continue at TA as General Counsel and Managing Director.

“TA has a proven history of scaling productively and strategically developing leadership to best serve our team, portfolio companies and investors,” said Hadden. “The addition of Jen will help strengthen the firm’s foundation and benefit us for years to come.”

The firm has simultaneously brought on Lori Stachelski as Chief Talent Officer and promoted Darlene Karis to Global Head of Human Resources, with both positions reporting to Barbetta. These newly created roles underscore TA’s deep commitment to its people and will lay the groundwork for continued investment in team development and company culture.

Lori Stachelski’s role of Chief Talent Officer will focus on TA’s internal talent lifecycle – internal organizational design, pipeline development, recruiting, training, professional development and performance reviews. Prior to joining TA, Stachelski was the Chief Talent Officer at Abry Partners, where she was responsible for all facets of talent management for the firm’s investment professionals. Before Abry Partners, she spent a decade at Cambridge Associates in several key leadership roles, including Global Head of Talent Management and Head of Investment Operations. Earlier in her career, she worked in the Investment Banking division of J.P. Morgan Securities Inc. Before entering the private sector, Stachelski served as a Logistics Officer in the United States Marine Corps for eight years and was the principal assistant to the Secretary of the Navy, where she worked with senior leadership in the White House, Department of Defense, Congress and foreign countries.

Since joining the firm in 2013 as Director of Human Resources, Darlene Karis has been essential to enhancing the employee experience at TA. Through her promotion to Global Head of Human Resources, Karis will be charged with fostering firm culture, managing benefits, compensation benchmarking and leading employee relations and engagement initiatives, including TA’s diversity, equity and inclusion (DEI) program. Prior to TA, she was the Human Resources Director at Bain Capital and also held several roles at KPMG, including Recruiting Manager and State and Local Tax Manager.

“Building on the strong work of Darlene and TA’s broader human resources team, we are excited to welcome Lori and introduce this important new role to TA. We look forward to working with her to shape the future of our firm,” said Jennifer M. Mulloy, Managing Director at TA, who led the Chief Talent Officer search. “Both Lori and Darlene possess a remarkable level of expertise and acumen. They will be excellent complements to one another as we seek to augment our internal structure, with an eye toward ensuring all members of the TA team can realize their full potential.”

About TA

TA Associates (“TA”) is a leading global growth private equity firm. Focused on targeted sectors within five industries – technology, healthcare, financial services, consumer, and business services – the firm invests in profitable, growing companies with opportunities for sustained growth and has invested in more than 560 companies around the world. Investing as either a majority or minority investor, TA employs a long-term approach, utilizing its strategic resources to help management teams build lasting value in high quality growth companies. TA has raised $48.6 billion in capital since its founding in 1968. The firm’s more than 110 investment professionals are based in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong. Learn more at TA.com.

Contacts

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.