The Essential Team at SWK Holdings Business Should Know


SWK Holding has a compelling team responsible for the daily business operation of the company. The following names are some of the significant figures for the company.

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. Mr. Staggs was named CEO in January 2023.  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.

Yvette Heinrichson, Chief Financial Officer

Ms. Heinrichson joined SWK Holdings as Controller in January 2016 and was appointed Chief Accounting Officer in May 2020. In September 2022, she was appointed Chief Financial Officer.

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.

John David Tamas, Director of Underwriting

Mr. Tamas joined SWK Holdings as a Director in February 2022 and was promoted to Director of Underwriting in October 2022. Prior to joining SWK, he was a Vice President at NXT Capital / ORIX Leveraged Finance, where he focused principally on providing stretch and untrenched 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 B.S. 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.

Chelsea Tabarez, Corporate Assistant Controller

Ms. Tabarez joined SWK Holdings as Corporate Assistant Controller in August 2022. Prior to joining SWK, she began her career in public accounting; reaching Manager of the Assurance department at BPM LLP. Her experience includes audit management and training for companies in accordance with U.S.

GAAP primarily within the not‐for‐profit, health and human services, agriculture, insurance brokerage, and other professional services industries. She holds a B.S. in Managerial Economics from the University of California, Davis, as well as a Certificate in Advanced Accounting Proficiency from Santa Clara University Leavey School of Business. She is a Certified Public Accountant (CPA) registered in California.

Joe Moyer, Associate

Mr. Moyer joined SWK Holdings as an Associate in September 2022. Prior to joining SWK, he was an Investment Banking Analyst at Cowen & Company in their healthcare group. During his time at Cowen, Mr. Moyer worked on a variety of sell-side transactions, including multiple successful IPOs, follow-ons, private placements, and at-the-market offerings within the biotech and broader healthcare industry.