Fletcher founded and serves as President of Bios Research, a financial services firm that provides public equity research in the healthcare space tailored to institutional firms and large family offices. Bios Research provides fundamental healthcare industry research focused in the biotech and med-tech sub-sectors and through this research Dr. Fletcher has a strong understanding of commercial viability in the marketplace. Dr. Fletcher holds a PhD in Biochemistry from Colorado State University, and serves as a visiting professor at Dallas Baptist University. Dr. Fletcher has worked as an independent consultant for the biotech/healthcare equity industry for over 10 years.
Kreis has over 25 years of investment experience across many types of financial instruments in both global public and private equity markets. Currently, he is the Managing Principal at Steelhead Capital Management, which manages a portfolio of small business investments and start-up ventures. Mr. Kreis is also a founding member of Cowtown Angels, a Fort Worth-based angel investment network. Prior to this, Mr. Kreis was a Vice President at HBK Investments, a multi-strategy global hedge fund based in Dallas, TX. During his 11-year tenure with the firm, he managed a $3 billion global portfolio composed of stocks, bonds and derivatives products. He was one of two professionals responsible for launching HBK’s London office, and he traded in many financial markets including Japan, India, Europe, United Kingdom, Canada and the U.S. Mr. Kreis received a BBA in Finance from Texas Christian University in 1994.
Robertson has over 25 years of experience in pharmaceutical Research and Development, including R&D strategies, project management, clinical trials, regulatory filings for US and international registrations, product launch, market support, translational medicine and medical communication. Currently, Dr. Robertson is a member and investor with Cowtown Angels and the owner of Arrochar Consulting LLC. She formerly was a Vice President in Research and Development at Alcon Laboratories, Inc., a Division of Novartis, where she grew and led organizations that were responsible for the ophthalmic pipeline, otic pharmaceuticals, and medical devices. During her tenure at Alcon, she and her colleagues successfully developed, registered, and globally launched sixteen ophthalmic medications, and also treatments for otitis media and nasal allergy. She received a Ph.D. in Biology-Immunology from Johns Hopkins University, is an adjunct member of the Ophthalmology Department of UTHSCD Southwestern Medical School, and a volunteer in the University of North Texas Health Science Center translational research and entrepreneurial program. She holds a number of patents and is the author or co-author of over 50 publications.
Travis Whitfill is a Partner at Bios Partners and serves as the Chief Science Officer of Azitra Inc. His background began in molecular biology and biochemistry after receiving scientific training at the MD Anderson Cancer Center and Duke University. He is the co-founder of several startup companies, including Azitra Inc. and several biotech and healthcare startups. He brings strong background in entrepreneurship and business and was recently acknowledged as Forbes’ 30 Under 30 in 2018. He’s also the Senior Analyst at Bios Research, which brings experience in public markets, and drug development to support its venture capital investments. He also is an Associate Research Scientist in the Departments of Pediatrics and Emergency Medicine at Yale University. Mr. Whitfill has led numerous grant-funded projects, holds several patents, and has co-authored over three dozen publications. Mr. Whitfill received degrees from Yale University (MPH) and Dallas Baptist University (BS) and is working on a PhD from University College London.
John Fucci is a Partner at Bios Partners, a biotech venture capital firm based in Fort Worth, TX. Mr. Fucci focuses on diligence and negotiations of new investment opportunities, portfolio company management, and investor relations. Currently, he serves on the board of Lantern Pharma, a New Jersey based clinical-staged precision oncology company. Previously, he was a Vice President at Steelhead Capital Management (SCM), a Fort Worth, TX based family office investing in biotechnology, crypto currency, real estate, energy, consumer packaged goods and early staged venture capital investing. Mr. Fucci double majored in Finance and Entrepreneurial Management at Texas Christian University.
Ms. de la Garza has over five years’ experience in financial and scientific analysis as an analyst at Bios Research and Bios Partners. Ms. de la Garza has developed a strong understanding of healthcare market dynamics and commercial viability therein. She received her Bachelor of Science degree (BS) in Biology from Dallas Baptist University and her Masters of Public Health (MPH) from the UT Health Science Center at Houston with a concentration in epidemiology and global health. She is currently working on her Ph.D. at Dallas Baptist University in Leadership Studies.
Schwarz has over 14 years of experience in investment management and financial services industries across accounting, operations, and investor relations. Currently, he is CFO/COO of Steelhead Capital Management, which manages a portfolio of small business investments and start-up ventures. Prior to this, Mr. Schwarz was an Associate Director at Crestline, a $9 billion credit-focused institutional asset manager based in Fort Worth, Texas. At Crestline, he managed several investor areas including portfolio reporting, capital accounts and regulatory filings. Previously, Mr. Schwarz was a Senior Auditor with KPMG, LLP specializing in investment managers and valuing a wide variety of complex financial instruments. Mr. Schwarz is a graduate of Texas A&M University where he received his B.B.A. in Accounting and M.S. in Finance. In addition, he has been a Certified Public Accountant in the State of Texas since 2004.
Browning is an Associate at Steelhead Capital Management and Bios Partners. He is focused on financial, legal, and strategic analysis in a variety of industries including biotechnology, energy, and financial technology. Prior to joining Steelhead Capital Management and Bios Partners, Mr. Browning worked at Deloitte Consulting, LLP, focused on financial technology implementation projects in the Manufacturing and Industrial sectors. Mr. Browning graduated Summa Cum Laude with a degree in Finance and minored in Energy Technology & Management from Texas Christian University.
Dr. Van Treuren joined Bios Partners in January of 2019. Dr. Van Treuren has over eight years of hands-on laboratory experience which led to a robust knowledge of a wide range of cellular processes and how they relate to both the cell and the body as a whole. His time in the lab has also provided him with a comprehensive and analytical understanding of the research process, especially within oncology. He earned his Ph.D. in Biomedical Sciences with an emphasis in Cancer Biology from the University of North Texas Health Science Center in Fort Worth, TX.
Hood joined Steelhead Capital Management and Bios Partners as an analyst in June of 2018. Prior to joining the team full-time, Mr. Hood was an intern for both firms and had previously interned at Q Investments, a Fort Worth-based private investment firm. He focuses his time on conducting financial and strategic diligence on a variety of industries including biotechnology, energy, and digital assets. Mr. Hood graduated Cum Laude with a degree in Finance from Texas Christian University, where he also held the position of Chief Administrator for the school’s Educational Investment Fund.
Pate joined Bios Partners in May 2019 and currently serves as a research analyst. During his academic career, Mr. Pate served in various roles within the healthcare industry, including receiving medical training as an emergency department technician with the Baylor Scott & White Healthcare System. Mr. Pate also trained in biostatistics, data analysis and algorithm development while assisting the HPV Working Group at the Yale University School of Medicine. Mr. Pate received his B.S. in biology with a minor in business from Dallas Baptist University in 2019.
Osborn is a Senior Accountant at Steelhead Capital Management and Bios Partners. In addition to accounting work, Mr. Osborn oversees Investor Relations for Bios Partners. Before starting with Steelhead Capital Management and Bios Partners in June of 2019, Mr. Osborn worked at KPMG LLP, specializing in private equity and hedge fund accounting. Mr. Osborn received his Master’s degree in Accounting from Abilene Christian University.