Summit Water has assembled an industry-leading roster of financial professionals with unparalleled investment experience specific to the water industry. Our team-oriented approach leverages our various and complementary core competencies to bring valued-added insight and redundant oversight to the investment process.
Matt Dickerson leads Summit Water’s business development activities, guiding the firm through several product launches and successful fundraisings in both public and private equity markets since joining nearly a decade ago. He also serves on all Summit Water investment committees and acts as an advisor to several companies in the water industry. Mr. Dickerson was previously Chief Executive Officer of The Amphion Group, an award-winning advertising and public relations agency in Denver serving a nationwide roster of clients. Mr. Dickerson earned a BA in International Politics from Princeton University in 1996, and received the designation of Chartered Alternative Investment Analyst in 2013.
John McIntyre joined Summit Water in 2007, and currently directs corporate management, finance, and operations. He also serves on all Summit Water investment committees. Mr. McIntyre was previously Vice President and Treasurer of Mercy Housing, the nation's largest non-profit developer and manager of program-enriched affordable housing. Earlier he served as Vice President and Treasurer of Coram Healthcare, a national provider of home infusion services and specialty pharmacy distribution with more than 70 branch locations. Mr. McIntyre has nearly 30 years of corporate finance and operations experience after earning a BS in Finance in 1988 from the University of Colorado, Boulder.
Jeff Groves administers the compliance program for Summit Global Management, Inc. (Summit Water’s SEC-registered investment adviser entity), which includes developing written procedures, monitoring firm operations, and implementing relevant office procedures. Mr. Groves also consults with broker-dealers and investment advisers through ComplianceWorks Inc. on various compliance issues as they relate to SEC and FINRA regulations. He has 28 years of industry experience, including positions as Lead Consultant with ComplianceMAX Financial and as Chief Compliance Officer and Chief Administrative Officer for a dually registered investment adviser (Helix Investment Partners) and broker-dealer (Helix Trading). Mr. Groves has achieved a NASD/Wharton certification as a Certified Regulatory and Compliance Professional (CRCP), and has held Series 24, 4, 7, 55, 63, and 65 designations. He has a BS from California State University, Fullerton, and performed graduate studies at Pepperdine University.
Paul Ang joined Summit Water in 1996, and currently directs all equity-related portfolio management activities. During his tenure at Summit Water, he has managed or co-managed the flagship hedge fund, Summit Water Equity Fund, LP, and related entities, Summit Water Absolute Return UI funds, water-related separately managed accounts, and various value-related strategies. He is responsible for overall strategy, oversees portfolio construction, and implements the investment process. Recently, Mr. Ang worked closely with Zacks Index Services to design and construct the Summit Zacks Global Water Index, which is the basis for the Summit Water Infrastructure Multifactor ETF (NYSE- WTRX) launched in August 2016 in conjunction with ALPS/Elevation Trust. In addition to his role at Summit Water, Paul is also a registered representative with Alps Distributors, Inc., where he holds his Series 7 and 63 securities licenses and is registered in all 50 US states, District of Columbia, Puerto Rico, and the Virgin Islands. He also holds his Series 65 Investment Advisor license with Summit Water. He began his career at Paine Webber/Kidder Peabody in 1993, and graduated from San Diego State University with a BS in Finance in 1994 and a MS in Finance in 1999.
Craig Engler directs Summit Water’s physical water asset portfolio and has been instrumental in the development of water/energy/food nexus opportunities including solar and hydroelectric projects. He was previously the Arizona Regional Director for Summit Water Development Group, where he managed one of the largest privately held portfolios of various water rights and related infrastructure assets in the state of Arizona. Prior to joining Summit Water, Mr. Engler was Managing Director of the West Coast office of Yorkville Advisors, where he completed transactions valued at more than $400 million. He was earlier Director of Wealth Management and Alternative Investments for CapStone Partners, a fund-of-hedge-funds that was one of the first investors in Summit Water’s flagship global water equities strategy. Mr. Engler graduated with honors with a MBA from the Owen Graduate School of Management – Vanderbilt University in 2002, and previously served as a U.S. Naval Surface Warfare Officer after earning a BS in Accounting from Villanova University in 1995.
Rob Steiner directs Summit Water’s project sourcing and management efforts in decentralized water and wastewater treatment and reuse infrastructure, including opportunities in the areas of desalinization, groundwater remediation, wastewater-to-value, and oilfield water management. Mr. Steiner also co-founded WaterSmart Software, a software-as-a-service company focused on using big data and behavioral science to build water efficiency and customer engagement solutions for water districts throughout the United States, and is on the Advisory Board of Splash.org, a Seattle-based nonprofit whose mission is to change the lives of vulnerable children in impoverished urban areas by providing clean, safe drinking water to orphanages, schools, children’s hospitals, street shelters, and rescue homes. He was previously the Director of Water Research at Aquillian Investments, a boutique investment advisory and research firm based in San Francisco focused on sustainability-related investments. Prior to his work in the private sector, Mr. Steiner was a Lieutenant in the US Public Health Service serving within the Department of Health and Human Services, specifically as a Special Assistant to Secretary Tommy G. Thompson and a Special Assistant and Advisor to Surgeon General Richard H. Carmona. He holds a Master’s degree in Public Health from George Washington University with a concentration in Global Health Policy, and a BS from the School of Natural Resources and Environment at the University of Michigan.
Tim Walsh served as Portfolio Manager for Summit Water Development Group, overseeing one of the largest privately held portfolios of water rights and related assets in the western United States and Australia, and currently acts as an “at-large” project manager for various efforts within Summit Water’s core investment strategies. He was previously a Partner with MCRG, Inc., developing a large-scale water supply, storage, and power generation project to serve Southeastern Wyoming and the Colorado Front Range. Mr. Walsh was earlier a Principal and Founding Partner of Topwater Capital, a $300 million multi-strategy investment fund, after earning dual BA degrees in English and Organizational Development from the University of Vermont in 1997.