Management
The Amphion management team has significant experience in nurturing companies through all stages of their growth adopting a hands-on approach to operating as an extension of their management teams. Collectively, the team has created and developed more than 30 technology-driven companies in the information technology, physical and life sciences industries. Our public companies have included Celgene, Medisense, SEQUUS, Quidel, Macromedia, Veritas, Vortech Data, Santa Cruz Operation, and AXCESS.
The core team has been together nearly 20 years. During this period of time we have successfully raised over $230 million for principal investing activities and assisted our partner companies in raising over $500 million in both private and public transactions. We have created over $20 billion in market value.
Richard C. E. Morgan, Chief Executive Officer
Robert J. Bertoldi, President and Chief Financial Officer
Raymond P. McKenzie, Senior Advisor
Richard C. E. Morgan, CEO
Over the course of his career, Mr. Morgan has been directly involved in the start-up and development of more than 35 companies in the information technology, healthcare, and biotechnology industries. Mr. Morgan was a founder and CEO of Amphion Capital Partners LLC (the predecessor company to Amphion Innovations). He was also the Managing General Partner of Amphion Partners LLC (formerly known as Wolfensohn Partners, LP) a position which he retains, although the partnership is no longer active.
Before joining Wolfensohn, Mr. Morgan spent 15 years with Schroders plc, a British merchant bank, where he was a member of the board of the merchant bank and head of the Schroder Strategy Group, which he founded. Mr. Morgan, a British citizen, was raised in Kenya and educated in England. He graduated with a B. Engineering First Class Honors from the University of Auckland, New Zealand. In 1982 he completed the Advanced Management Program at the Harvard Business School.
Robert J. Bertoldi, President and Chief Financial Officer
Prior to his involvement with the Company, Mr. Bertoldi was a founder President and CFO of Amphion Capital Partners LLC (the predecessor company) and VennWorks LLC. Mr. Bertoldi is also a general partner of Amphion Partners LLC (formerly known as Wolfensohn Partners, LP).
Prior to that, he served as Chief Financial Officer for James D. Wolfensohn, Inc. and Hambro America Inc. He began his career at KPMG and left as a manager in the investment services department. Mr. Bertoldi received a B.A. in Accounting and Economics from Queens College, New York in 1976 and became a Certified Public Accountant in 1978. He is a member of the AICPA and NYSCPA.
Raymond P. McKenzie, Senior Advisor
Mr. McKenzie is a private investor who specializes in co-investing with proven venture capital enhanced value creators. Prior to this, he spent 16 years working in Investment Banking at Lazard Frères & Co. in Fixed Income & Capital Markets from 1985-1998 where he was a Vice President and previously with Morgan Stanley & Co., Inc. from 1983-1985.
He received an A.B. degree from Dartmouth College, NH, USA in 1983 where he majored in Physics. He is a dual national of Barbados and Great Britain.