Managing Directors

“My whole career has been dedicated to health and wellness in all its various forms. In 2012 I founded Wellvest on a few simple values; always do what is best for the company and its stakeholders, be flexible and open to innovation and remain steadfast in my dedication to enabling health and wellness. The entire Wellvest team shares this vision and is eager to engage with you on your company’s growth journey.”

David

Managing Directors
Email Address
David@wellvestcapital.com
Phone number

DAVID THIBODEAU

MANAGING DIRECTOR

David T. Thibodeau is Managing Director of Wellvest Capital. David is a seasoned corporate finance executive within the wellness industry with a successful history of entrepreneurship, corporate strategy, mergers & acquisitions and equity raising. He was an early player in the consumer health and wellness sector where he has developed a particular expertise over the last 25+ years. Prior to founding Wellvest Capital, David spent 10 years at the investment bank Canaccord Genuity (formerly Adams, Harkness and Hill), where he was responsible for the evolution of the firm’s Healthy Living practice into the broader and more robust Health, Wellness and Lifestyle sector. Over that time David was an advisor on many of the industry’s leading and transformative M&A transactions that have defined the evolution of the emerging wellness industry.

David earned an undergraduate degree in Business Administration and Accounting from Babson College, graduating with honors. Over the years he has been an active volunteer and is currently a member of the Board of Overseers for the Boys and Girls Club of Boston. David is an avid downhill and cross-country skier, enjoys golf and tennis, is an active outdoorsman, and has been a private pilot since he was 18 years old. David and his wife of 20 years, Charlotte, live in historic Beacon Hill, Boston and very much enjoy the special relationships they have developed with their 24 nieces and nephews.

ROB RAFFERTY

MANAGING DIRECTOR

Robert B. Rafferty II is a Principal with Wellvest Capital.  Rob has over twenty-five years of experience in finance with a broad depth of expertise spanning private equity/venture capital, business transformation, corporate finance, operations and investment administration.  This includes successes in multiple industries with a focus on consumer products, alternative investments and management consulting.  Prior to joining Wellvest Capital, he was a Managing Director in the Asset Management practice of Accenture, by way of the acquisition of Beacon Consulting Group.  Preceding this was over a decade as CFO/COO for CP Baker & Co. where he was responsible for overseeing the operations and financials of multiple portfolio company.

Rob graduated from Providence College, Cum Laude with a bachelor’s degree in Economics.  Throughout his career, he has been active in his community supporting and volunteering at various organizations and charities including the South Shore Community Center, Mad River Glen, Best Buddies International, and the Pan Mass Challenge.  Rob’s personal time is spent with his wife and family of four children plus pursuing numerous sporting activities; he is an accomplished skier, cyclist, equestrian and surfer.

Managing Directors
Email Address

Rob@wellvestcapital.com

Phone number