Our People

The Team

A dedicated group of professionals with deep expertise across investment management, corporate finance and strategic advisory.

The People Behind the Vision

Our team brings together decades of experience across investment management, corporate finance, law and operations.

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Philip Anthony Butler

CEO & Founder

Founded Butler Family Investments in 2018 with a clear vision: build an independent, family-led investment firm grounded in discipline and long-term thinking. Philip leads the firm's strategic direction and oversees all investment activities.

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Susan Sommers

Co-Founder

Co-founded Butler Family Investments alongside Philip Butler, bringing a strong background in corporate governance and strategic planning. Susan oversees the firm's operational framework and plays a key role in shaping investment policy and stakeholder relations.

Jordan Simpson

Jordan Simpson

Chief Investment Officer

Oversees portfolio construction, asset allocation and risk management across all investment strategies. Jordan brings extensive experience in multi-asset management and quantitative analysis, ensuring disciplined execution aligned with the firm's long-term objectives.

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Larry Mansour

Chief Financial Officer

Manages the firm's financial operations, reporting and treasury functions. Larry ensures rigorous financial controls, regulatory compliance and transparent reporting across all entities and investment vehicles.

Karl Conway

Karl Conway

Chief Operating Officer

Responsible for day-to-day operations, infrastructure and process efficiency. Karl oversees technology systems, vendor management and operational workflows to ensure the firm runs seamlessly as it scales.

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Robert Levy

Robert Levy

Head of Relationships

Manages all client and investor relationships, serving as the primary point of contact for families, institutional partners and prospective investors. Robert ensures every interaction reflects the firm's commitment to transparency, trust and long-term alignment.

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