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FS Investors Team

Michael R. Stone

Mike Stone is the Founder and Managing Member of FS Investors. He currently serves as Chief Investment Officer of The Rise Fund, a $2.0 billion global, evidence-based impact fund, and as a Senior Advisor and Partner of TPG, a private equity firm. He was Founder and Chairman of J.H. Whitney Investment Management, LLC, and he is retired Managing Partner and President of J.H. Whitney & Co., a diversified manager of alternative investment assets and the country's first venture capital firm. He joined J.H. Whitney & Co. in 1989 and retired in 2009. Prior to that, he was a management consultant with Bain & Company. In his roles at FS Investors, TPG, and Whitney, he has overseen or been involved with the completion of over 250 investments, cumulatively responsible for overseeing in excess of $15 billion dollars of private equity capital deployment.

Mr. Stone has created and operates active foundations focused on improving the lives of communities in need and particularly children within those communities. He attended Duke University, where he graduated Phi Beta Kappa, Summa Cum Laude, and Harvard Business School. Mr. Stone is a member of the San Diego Chapter of YPO Gold and is on the Boards of The Fuqua School of Business at Duke University and The Library Advisory Board at Duke University. He is Chairman of the Board of Wilderness Holdings. He serves on the Board of Directors of several private companies. He is on the Madison Council at the Library of Congress, the Dean’s Advisory Council at The Rady School of Business at UCSD, the Board of Advisors for the Norman B. Leventhal Map Center at the Boston Public Library, the Board of Overseers of The Scripps Research Institute, and Harvard University’s Committee on University Resources. Mr. Stone previously served on the Boards of The Bishop’s School, The Gillispie School, The Monarch School Project, The San Diego Museum of Art, and The University of San Diego School of Business.

Nick Stone

Nick is a Partner at FS Investors. Prior to joining FS Investors, he was a Vice President at TPG Capital, one of the world's largest private equity funds. While at TPG, Nick was involved with investments totaling over $20 billion of revenue and approximately $2.5 billion of equity capital. Prior to joining TPG, Nick was an investment professional at KKR, another of the world's top 5 private equity investment firms. At KKR, he focused a large portion of his energy investing in the health care space.

Nick graduated cum laude from Harvard and was an Arjay Miller Scholar at the Stanford Graduate School of Business. Note: Mike and Nick Stone are not related.

Jon Dunbar

Jon is a Partner at FS Investors. Prior to joining FS Investors, he cofounded an investment advisory practice that specialized in using data science on poorly structured or challenging data for predictive purposes. Prior to that Jon performed valuation services for early stage public and private companies, focusing on complex securities and began his career analyzing private placement transactions. Jon received an MBA, a BS in Electrical Engineering and a BA in Economics from UCSD. Jon was awarded the Ernest Rady Fellowship at the Rady School of Management at UCSD.

Dave Dunbar

Dave is a Partner at FS Investors. Prior to joining FS Investors, he cofounded an investment advisory practice that specialized in using data science on poorly structured or challenging data for predictive purposes. Prior to that Dave was responsible for acquisitions and strategic planning at a homebuilder and developer and began his career as a bioinformatics researcher. Dave received an MBA and BS in Biochemistry and Cell Biology from UCSD. Dave was awarded the Ernest Rady Fellowship at the Rady School of Management at UCSD.

Mitchell Otolski

Mitch is Chief Financial Officer at FS Investors. Prior to FS Investors, he served as Vice President of Finance at Westwind Investors, an investment group co-managed by Mike. Prior to joining Westwind, he worked for Liquid Realty Partners and Gryphon Investors, both private equity funds located in San Francisco. At FS Investors, Mitch is responsible for financial, legal, accounting, taxation, reporting and related activities pertaining to investments, portfolio companies and internal funds, trusts and foundations. Mitch earned his BA in Finance and Accounting with honors from Montana State University.

Lucian Iancovici

Lucian is a partner at FS Investors and leads healthcare investing. Prior to FS Investors, Lucian was a GP at dRx capital and led the Qualcomm Life Fund. Previously, Lucian worked at McKinsey & Company, where he spent most of his time in the North American healthcare practice advising on clinical- and business-model transformation for large hospital systems. Lucian is a board certified internal medicine doctor, who practiced in New York prior to joining McKinsey and Company. Lucian trained in internal medicine at Columbia University Medical Center in New York and completed both medical school and his undergraduate studies at Tufts University.

Roger Stone

Roger is an Associate at FS Investors and performs new investment analysis while supporting a variety of operational activity across the portfolio. Prior to joining FS Investors, he worked as an Investment Analyst at Encourage Capital, a New York based private equity firm focused on impact investing around environmental themes like sustainable seafood and forestland conservation. Roger received a B.A. in Sustainable Development from Columbia University.

Jim Fales

Jim is Director of International Business Development for Freestyle Hops Ltd. He oversees global sales and manages the company’s worldwide brewery accounts. Freestyle Farms is located on the south island of New Zealand and is one of the largest premium hop farms in the country. Prior to joining FS, Jim had a long career in education as a faculty member at The Bishop’s School in La Jolla. He received his B.S. in Biomechanics & Sports Medicine from San Diego State University.

Tracy Houdmann

Tracy is the Executive Assistant to Michael R. Stone and FS Investors’ Office Manager. Prior to joining FS Investors, she was an Executive Assistant at Thomas H. Lee Capital in New York City. She was also an Executive Assistant in Capital Markets at Prudential Securities, also in NYC, and was in the Member Services and Lending Departments as well as the Information Technology Department at the Credit Union of Colorado in Denver and Grand Junction, Colorado. Ms. Houdmann’s path to San Diego originated in Texas, then Colorado, then NY, arriving CA in 2005, and she now celebrates 27 years’ experience in the financial industry.

Alex Jones

Alex is the Sr. Accountant at FS Investors. She came to FS Investors from Texas with a background in teaching. She started as an executive assistant to Nick Stone while training with the Controller and CFO. Soon thereafter Alex joined the finance team full time, working with Mitch on financial, legal, accounting, taxation, reporting and related activities pertaining to investments, portfolio companies and internal funds, trusts and foundations. Alex is also Co-Founder of The Ripple Project and serves as a Founding Member of the San Diego Trafficking Prevention Collective. Alex earned her BA in Communication Studies and Secondary Education with honors from Texas State University.

Carrie Taylor

Carrie is the Executive Assistant for Nick Stone. She joined FS in 2017 to help with the SoccerCity project. Prior to joining FS, she spent her career as a college, high school, and youth soccer coach/educator in California, Canada, Ohio, Pennsylvania, and Michigan. She volunteers with the G.O.A.L.S. program with the IRC and with Coaches Across Continents. Carrie earned her Master’s in Sports Administration from Wayne State University in Detroit, and her BS in Biology from the University of Michigan.



FS Investors Senior Advisors

Steve Altman   :   Technology Executive   :   Mr. Altman previously served as Vice-Chairman and President of Qualcomm. Mr. Altman frequently supports FS Investors in its diligence activities, and actively co-invests in relevant projects.

Gene Ray   :   Communications Executive   :   Mr. Ray is retired Founder and CEO of Titan Systems. He supports FS Investors in its diligence activities, and co-invests in relevant projects.

Mark Schlossberg   :   Real Estate Investor and Executive   :   Mr. Schlossberg is founder and managing partner of Southwest Value Partners, a private real estate investment firm. Mr. Schlossberg advises FS Investors on real estate related matters.

Massih Tayebi   :   Technology Executive   :   Mr. Tayebi was Founder of Rapid Bridge, Wireless Facilities, and numerous other technology and communications related businesses. He supports FS Investors in its diligence activities, and co-invests in relevant projects.


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