top of page
Helios_DarkBG_FullHorizontal_Web.png
Helios_SM_DarkBG_FullVertical_MediumText.png

Our Team Members

Scott Petersen

Co-Founder and Managing Member

Scott Petersen is a seasoned financial executive, entrepreneur, and business builder with more than 35 years of experience spanning financial services, capital markets, operations, finance, consulting, and growth-stage companies.

Caitlin Rogers

Co-Founder, Chief Legal Officer, and Chief Administrative Officer

Caitlin Rogers is a senior executive and attorney with more than 15 years of experience helping technology and financial infrastructure companies scale operations, navigate complex regulatory environments, and execute strategic growth initiatives.

Chris Walsh

Strategic Advisor - Executive Leadership / Company Scale-Up

Chris Walsh is a highly accomplished fintech executive with more than three decades of experience building, scaling, and leading technology companies serving the global capital markets.

Scott Lorimer

Strategic Advisor - Technology

Scott Lorimer is a technology executive, entrepreneur, and product development leader with more than 35 years of experience building and scaling technology companies across financial services, software, and enterprise infrastructure markets.

John Shay

Strategic Advisor - Capital Markets Strategy / Capital Formation and Growth Strategy

John Shay is a financial markets executive, entrepreneur, and market infrastructure leader with more than 40 years of experience building, scaling, and commercializing trading, clearing, and financial technology businesses.

Thomas Mosimann

Strategic Advisor - Capital Formation and Growth Strategy

Thomas "Moss" Mosimann is a technology investor, entrepreneur, and financial markets executive with more than 30 years of experience spanning capital markets, financial technology, enterprise software, strategic investing, and business growth.

Mark Demo

Investor & Advisor - FinTech Solutions

Mark Demo is a seasoned financial services executive with more than three decades of experience helping global financial institutions navigate complex collateral management, post-trade operations, and regulatory change.

Strategic Advisor – AI Infrastructure & Energy Strategy

Greg Lucini is a seasoned technology executive and entrepreneur with more than 35 years of experience building global businesses across advanced manufacturing, supply chain management, clean energy, and technology infrastructure.

David J. Lipinski

Investor & Strategic Advisor - Contracts and Project Execution

David J. Lipinski is a real estate developer, community leader, and governance professional with more than 35 years experience in land development, permitting, marketing, and property transactions throughout Massachusetts, Vermont, and New York.

Andrew Tomas

Advisor - Power Grid and AI Infrastructure Transformation

Dr. Andrew Torma is a scientist and energy-sector professional with expertise spanning energy systems, advanced materials, infrastructure, and emerging technology applications.

bottom of page