Jody Staggs, President & Interim CEO
Mr. Staggs joined SWK Holdings as a Senior Analyst in August 2015. He was promoted to Managing Director in January 2020 before being named President and Interim CEO in September 2022. Prior to joining SWK, he was Vice President of Investments at Annandale Capital. Prior to joining Annandale, he was the first employee at Alistair Capital, a Dallas-based hedge fund. He previously co-founded PBS Capital, an investment management business investing in pharmaceutical royalties and healthcare equities. Prior to joining PBS, he was a Senior Portfolio Analyst at Highland Capital where he worked on the firm’s healthcare multi-strategy and public equity groups. While at Highland, Mr. Staggs was ranked first out of a class of eight analysts. Mr. Staggs began his career at Raymond James where he was a Senior Equity Research Associate covering healthcare companies and was ranked in the top quartile of all research associates. He was a Walton Scholar and on the Dean’s List at the University of Arkansas where he graduated with a B.A. in Finance. Mr. Staggs has earned the right to use the Chartered Financial Analyst designation.
Charles Jacobson, Chief Financial Officer
Charles Jacobson was appointed CFO in September 2012. Since April 2019, Mr. Jacobson serves as the Partner of Strategic Growth for CFGI, LLC (“CFGI”). CFGI provides management level finance, accounting and transaction advisory services to middle market public and private companies. From 2007 to 2019, Mr. Jacobson served as the CEO and Managing Director of Pine Hill Group, LLC (“Pine Hill”), a consulting firm which he co-founded in 2007. Pine Hill was acquired by CFGI in April 2019. Mr. Jacobson serves as Director, Interim CEO, and Interim CFO of The PMI Group, Inc. (“PMI”), positions he has held since 2017, 2016, and 2015, respectively. Since 2015, Mr. Jacobson serves as CFO and Director of Parkview Capital Credit, Inc., a Business Development Corporation providing mezzanine debt and equity capital to lower middle market companies. From 2012 to 2013, Mr. Jacobson served as CEO and CFO of Pro Capital, LLC (“Pro Cap”), an investment management business specializing in investments of municipal tax liens. Mr. Jacobson also served on Pro Cap’s board of managers from 2012 to 2014. From 2008 to 2011, Mr. Jacobson served as CFO of FS Investment Corporation pursuant to an agreement between Pine Hill and FS Investment Corporation. From 2001 to 2007, Mr. Jacobson worked for ATX Communications, Inc. (“ATX”), becoming the organization’s senior vice president of finance where he was responsible for managing ATX’s finance organization. Prior to working for ATX, Mr. Jacobson held senior managerial audit positions with Ernst & Young LLP from 1999 to 2000 and with BDO Seidman, LLP from 1996 to 1999, where he was responsible for audit engagements of private, pre-IPO and publicly traded companies in a variety of different industries. Mr. Jacobson began his professional career in 1993 at a regional public accounting firm where he performed audits on governmental entities. Mr. Jacobson is a Certified Public Accountant and holds a B.S. in Accounting from Rutgers University.
Yvette Heinrichson, Chief Accounting Officer
Ms. Heinrichson joined SWK Holdings as Controller in January 2016 and was appointed Chief Accounting Officer in May 2020. Prior to joining SWK, she provided technical GAAP accounting, SEC financial reporting, SOX implementation and process improvement for a number of start-up and multinational public companies in industries including healthcare/bioscience, technology, real estate and manufacturing. Her experience also includes key participation in IPO and other subsequent public offerings, M&A due diligence and post-merger integration. She began her career at Deloitte as a tax professional and financial statement auditor of large accelerated filers. She holds a B.S. in Business Administration from San Francisco State University, as well as the Certified Fraud Examiner (CFE) certification and is a Certified Public Accountant (CPA) registered in the state of California.
John David Tamas, Director
Mr. Tamas joined SWK Holdings as a Director in February 2022. Prior to joining SWK, he was a Vice President at NXT Capital / ORIX Leveraged Finance, where he focused principally on providing stretch and unitranche credit to private equity sponsors in the lower- and middle- markets. Prior to that, Mr. Tamas worked for Cotton Creek Capital, a middle-market private equity firm. He began his career at Wachovia / Wells Fargo Securities within the Leveraged Finance division. Mr. Tamas earned a BS degree in Finance, with Honors, from the University of Arkansas and an MBA in Finance, with Honors, from the Wharton School of the University of Pennsylvania.
Kendall Papathanasiou, Executive Assistant
Ms. Papathanasiou joined SWK as Executive Assistant in May 2022 bringing with her a wealth of knowledge in project management, processes improvement, and executive support. She has over 5 years of project management experience in varying fields such as construction, healthcare, and private equity and is SCRUM certified. As Executive Assistant, Ms. Papathanasiou ensures the smooth operation of the firm by managing administrative duties and client relations for her executive team. As well, Ms. Papathanasiou coordinates and executes projects for SWK in the areas of marketing, social media outreach, and maintaining a positive company culture.