Carta Executive and Leadership Team

July, 2026

Leadership Overview

Carta has 6 executives leading key functions including revenue, operations, people, and corporate development.

Driven by innovation, Carta is dedicated to providing cutting-edge valuation software and capitalization table management solutions, empowering businesses to navigate complex financial structures with clarity and efficiency.

Leadership Roles at Carta

  • Chief Operating Officer - George Guzman
  • President & Chief Revenue Officer - Michael Aldridge
  • Chief Revenue Officer - Jeff Perry
  • Chief of Staff To the Chief Marketing Officer - Samra Anees
  • Chief of Staff & Vice President Head of Corporate Development - Davis Thacker
  • Chief People Officer - Nicholas Avery
  • George Guzman - Chief Operating Officer

    George Guzman, the Chief Operating Officer at Carta, orchestrates the company's operational efficiency and scalability, ensuring seamless delivery of valuation software and cap table management services. Overseeing day-to-day business functions, the Chief Operating Officer drives process improvements and resource allocation to support Carta's growth objectives. This critical role involves managing cross-functional teams to enhance operational workflows and maintain high standards of service delivery. By optimizing internal systems and fostering collaboration, George Guzman directly contributes to the company's ability to innovate and expand its technological offerings. Ultimately, Guzman ensures that Carta's operational framework robustly supports its strategic goals and market expansion initiatives, reinforcing its position as a leader in financial technology solutions.

    Michael Aldridge - President & Chief Revenue Officer

    Michael Aldridge, the President & Chief Revenue Officer at Carta, drives the company's overall revenue strategy and operational leadership, ensuring robust growth and market penetration. Overseeing both sales and broader business operations, the President & Chief Revenue Officer aligns all revenue-generating functions with Carta's mission of simplifying cap table management and valuation. This dual role involves setting strategic direction for sales teams and optimizing operational frameworks to support expansion. By fostering strong client relationships and driving market adoption of Carta's software solutions, Michael Aldridge directly enhances the company's financial performance and competitive standing. Ultimately, Aldridge leads the charge in expanding Carta's reach and impact, solidifying its leadership in the financial technology landscape.
    Michael Aldridge

    Jeff Perry - Chief Revenue Officer

    Jeff Perry, the Chief Revenue Officer at Carta, directs all revenue-generating activities, focusing on expanding market share and driving consistent financial growth. Overseeing global sales strategies and customer success initiatives, the Chief Revenue Officer ensures alignment with Carta's core mission of simplifying cap table management. This leadership position involves cultivating strategic partnerships and optimizing sales funnels to enhance client acquisition and retention. By fostering a high-performance sales culture, Jeff Perry directly impacts the company's ability to scale its valuation software and cap table solutions across diverse markets. Ultimately, Perry secures long-term revenue streams and strengthens Carta's market leadership position through proactive revenue management and strategic market penetration.
    Jeff Perry

    Samra Anees - Chief of Staff To the Chief Marketing Officer

    Samra Anees, the Chief of Staff To the Chief Marketing Officer at Carta, provides strategic support and operational oversight to the marketing function, ensuring alignment with broader company objectives. Managing key marketing initiatives and facilitating cross-departmental communication, the Chief of Staff To the Chief Marketing Officer enhances the effectiveness of marketing campaigns and brand development. This role involves coordinating project timelines, analyzing performance metrics, and driving operational excellence within the marketing team. By streamlining workflows and supporting strategic planning, Samra Anees directly contributes to Carta's market presence and customer engagement efforts. Ultimately, Anees ensures the marketing department operates with maximum efficiency and impact, supporting the company's mission to simplify financial management for businesses.

    Davis Thacker - Chief of Staff & Vice President Head of Corporate Development

    Davis Thacker, the Chief of Staff & Vice President Head of Corporate Development at Carta, spearheads strategic initiatives and oversees the company's corporate development activities, including mergers, acquisitions, and strategic partnerships. Managing the integration of new ventures and evaluating potential growth opportunities, the Chief of Staff & Vice President Head of Corporate Development ensures alignment with Carta's long-term vision for valuation software and cap table management. This leadership role involves rigorous financial analysis, market assessment, and negotiation to drive strategic expansion. By identifying and executing key development projects, Davis Thacker directly strengthens Carta's market position and technological capabilities. Ultimately, Thacker guides the company's strategic evolution, securing its future growth and competitive advantage in the financial technology sector.

    Nicholas Avery - Chief People Officer

    Nicholas Avery, the Chief People Officer at Carta, cultivates a thriving organizational culture and oversees all human capital strategies to support the company's mission in valuation software and cap table management. Directing talent acquisition, employee development, and organizational design, the Chief People Officer ensures Carta attracts and retains top talent. This leadership position involves implementing progressive HR policies and fostering an inclusive work environment that drives innovation and employee engagement. By championing people-centric initiatives, Nicholas Avery directly contributes to Carta's operational strength and its ability to deliver exceptional client solutions. Ultimately, Avery builds and sustains a high-performing workforce, essential for Carta's continued success and market leadership.
    Nicholas Avery

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    Frequently Asked Questions Regarding Carta Top Executives and Leadership Team

    Who leads Carta?
    Carta is led by George Guzman (Chief Operating Officer), along with executives such as Michael Aldridge (President & Chief Revenue Officer) and Jeff Perry (Chief Revenue Officer).
    Who is part of Carta’s executive team?
    The executive team of Carta includes leaders such as George Guzman (Chief Operating Officer), Michael Aldridge (President & Chief Revenue Officer), Jeff Perry (Chief Revenue Officer) and other senior executives.
    How many executives does Carta have?
    Carta has 6 executives leading key business areas.
    What roles are included in Carta’s leadership team?
    The leadership team of Carta includes roles such as Chief Operating Officer, President & Chief Revenue Officer, Chief Revenue Officer, Chief of Staff To the Chief Marketing Officer, Chief of Staff & Vice President Head of Corporate Development.