Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top New York based President operating in the Finance space. If you think a President is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Chris Budd
Vice President, CISO Americas of Deutsche Bank
Chris Budd is a Vice President in the CISO Americas group of Deutsche Bank. He is responsible for representing the Americas CISO to major business divisions as well as for providing information security counsel in M&A exercises throughout the hemisphere. His experience provides raw material for driving internalized training initiatives across the enterprise. His success comes from infusing expertise into the curricula, but also by incorporating dialogue with front-office stakeholders to maximize value of the content. His trainings have reached nearly 2,000 colleagues in every major discipline, in board rooms and server rooms alike, around the globe.
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Peter Schneider
President of Primerica
Peter Schneider, Primerica’s President since April 2015. Previous to this Schneider served as Executive Vice President, General Counsel, and Chief Administrative Officer from 2000 through March 2015. Mr. Schneider received both his B.S. in political science and industrial relations and his J.D. from the University of North Carolina at Chapel Hill. In addition to his position in Primerica, Peter Schneider also serves on the Boards of Directors of the Georgia Chamber of Commerce, the Northwest YMCA and the Carolina Center for Jewish Studies.
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About Primerica: Primerica aims to help everyone reach financial security through asset management, financial services, and term life insurance products.
Michaela Balderston
Vice President of Communications of Tusk Venture Partners
Michaela brings experience in strategic communications, issues management and advocacy campaigning to Tusk’s clients. She joined Tusk Ventures from Nestlé, where she managed corporate and crisis communications in the U.S. She was responsible for overseeing and growing the company’s digital strategy and worked directly with the Public Affairs team to build strategic partnerships and expand the company’s Creating Shared Value work in the areas of water, rural development and nutrition. Prior to joining Nestlé, Michaela led strategic communications at The ONE Campaign, Bono’s campaigning and advocacy organization. During her time at ONE she created integrated communication strategies that drove measurable actions in the fight against extreme poverty and preventable disease. These efforts helped to pass legislation despite a polarized U.S. Congress, including the Electrify Africa Act, a public-private initiative to bring electricity to more than 50 million people in sub-Saharan Africa by 2020. Her work took her around the world, campaigning in Africa, Europe and North America. She began her career at Direct Impact in Washington, D.C., Burson-Marsteller’s grassroots communications agency. A native of Alexandria, Virginia, Michaela is based in New York City and is a graduate of Colgate University, where she double-majored in Political Science and Middle Eastern Studies.
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About Tusk Venture Partners: Tusk Venture Partners invests in early-stage technology startups operating in highly-regulated markets.
Jed Lenzner
Vice President of Tusk Venture Partners
Jed Lenzner is the Vice President at Tusk Venture Partners.
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About Tusk Venture Partners: Tusk Venture Partners invests in early-stage technology startups operating in highly-regulated markets.
Brendan Lewis
Vice President, Communications of Expa
Brendan Lewis is the VP of Communications at Expa.
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About Expa, Grubhub: Expa supports early-stage startups through expertise, access, and funding.
Jade Mandel
Vice President, Growth Equity of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Harry Singh
Vice President of Goldman Sachs
Harry Singh is a Vice President in the US Power trading group at Goldman Sachs. Harry has extensive experience in power market design and renewable energy transactions. Harry’s recent focus includes work on corporate renewable procurement and he was a part of the team that executed the firm’s first renewable PPA. He has participated in structuring and origination of commercial transactions in power and environmental markets including renewables, energy efficiency and other low carbon resources. Prior to his current position, he was with RBS Sempra Commodities where he worked on structured renewable transactions under the California RPS. He also served as a Senior Advisor at the Federal Energy Regulatory Commission (FERC) and prior to that held various positions at PG&E. He holds a PhD in Electrical Engineering from the University of Wisconsin-Madison and currently serves as Chairman of WSPP.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Lakshmi Subbramanian
Vice President of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Matthew Dorr
Vice President of Goldman Sachs
Matthew Dorr is a Vice President in Goldman Sachs’ Private Capital Investing team. In that capacity, he invests in private companies throughout North America in the software and technology sectors. He currently has board involvement with Aryaka, Zipwhip, xMatters and Skytap, and has been involved in the firm’s investments in Revionics, BigCommerce, Billtrust, Paycor (sold to Apax Partners), and IO Data Centers (sold to Iron Mountain). Matthew holds a Bachelor of Science in Management Science from the University of California, San Diego.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
John Waldron
President and Chief Operating Officer of Goldman Sachs
John Waldron is a President and Chief Operating Officer at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Erwin Eichmann
Vice President & Associate General Counsel of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Vladimir Berezniker
Senior Engineer/Vice President of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Jonathan Gray
President & COO of Blackstone Group
Jonathan (“Jon”) Gray is President and Chief Operating Officer of Blackstone, and is a member of Blackstone’s Board of Directors. He sits on its Management Committee and most of its investment committees, including serving as Chairman of the Real Estate group’s investment committee. Jonathan Gray previously served as the firm’s Global Head of Real Estate, which he helped to build into the largest real estate platform in the world with $120 billion of investor capital under management. He joined Blackstone in 1992. Jonathan Gray currently serves as Chairman of the Board of Hilton Worldwide. He also serves on the board of Harlem Village Academies and Trinity School. Jonathan Gray and his wife, Mindy, established the Basser Center for BRCA at the University of Pennsylvania School of Medicine focused on the prevention and treatment of BRCA related cancers. They also established NYC Kids RISE in partnership with the City of New York to accelerate college savings for low income children. Jonathan Gray received a BS in Economics from the Wharton School, as well as a BA in English from the College of Arts and Sciences at the University of Pennsylvania.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Michael Petryczenko
Senior Vice President and Chief Financial Officer of Strategic Partners of Blackstone Group
Michael A. Petryczenko is a Senior Vice President and Chief Financial Officer for Strategic Partners, Blackstone’s secondary private fund of funds business, which was acquired from Credit Suisse in August 2013. Michael Petryczenko is involved with overseeing the financial reporting, tax structuring and treasury operations related to Strategic Partners’ secondary private equity funds. Before joining Strategic Partners, Michael Petryczenko was the Tax Manager for the Peabody Fund, an opportunistic real estate fund jointly managed by J.P. Morgan and The O’Connor Group. Prior to joining the Peabody Fund, Michael Petryczenko was a Tax Manager at Ernst and Young, LLP in the Real Estate Group. His clients included DLJ Real Estate Capital Partners and SL Green Realty Corp. Michael Petryczenko received a BS in Accounting from St. Francis College, New York and an MS in Taxation from Pace University, New York. He subsequently earned the C.P.A. designation.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Yufei Wang
Vice President of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Lee Millstein
President of International Operations of Cerberus Capital Management
Lee Millstein joined Cerberus in October 2007. Prior to joining Cerberus, he was the Head of Corporate and Investment Banking for Aozora Bank from 2004 to March 2007, where he was responsible for the bank’s corporate lending, real estate, leveraged lending, structured credit and principal investing businesses. Prior to Aozora Bank, he was at Morgan Stanley for ten years, from 1994 to 2004, most recently as Managing Director and head of high-yield and distressed principal investing in Japan and non-Japan Asia. He is a graduate of the University of Pennsylvania. He is a member of the Cerberus Capital Management Operating/ Management Advisory Committee, Private Equity Investment Committee, Global Distressed Debt Committee and the Real Estate Investment Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Matthew Zames
President and Senior Managing Director of Cerberus Capital Management
Matthew E. Zames is President of Cerberus and joined the Firm in 2018. He has broad responsibilities across the firm’s global platform and leads a number of operational and strategic initiatives, including overseeing all investments in the financial services industry, growing the understanding and use of technology, data, and AI in investment activities and at the Firm’s portfolio companies, and helping the Firm identify and capitalize on new investment strategies. He was most recently the Chief Operating Officer (COO) and a member of the Operating Committee of JPMorgan Chase & Co. from 2012 to 2017. In his role as COO, his responsibilities included the firm’s Chief Investment Officer (CIO), the Oversight and Control Group, Treasury & Funding, Mortgage Banking Capital Markets, Compliance, One Equity Partners, Corporate Strategy, Regulatory Affairs, Global Technology and Operations, Global Real Estate, Procurement, Security & Safety, General Services, and Military & Veteran Affairs. He was co-COO from July 2012 until April 2013 when he assumed the full COO position. Previously, he was CIO of JPMorgan Chase. Prior to 2012, he held a series of senior roles in the firm’s Investment Bank. He was co-head of Global Fixed Income for J.P. Morgan’s Investment Bank and head of Chase’s Mortgage Banking Capital Markets. Before that, he managed several leading Markets businesses, including Rates, Foreign Exchange, Public Finance, Securitized Products Group, and the Tax Exempt Capital Markets business.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Yoonkee Sull
Vice President of ICONIQ Capital
Yoonkee Sull currently works as the partner for ICONIQ Growth. He previously worked at Citi as the Analyst
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About ICONIQ Capital: ICONIQ Capital is a privately-held investment firm that serves some influential families and organizations.
Shawn Jung
Vice President of Activant Capital
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About Activant Capital: Activant is a global investment firm that partners with high-growth companies that are transforming commerce.
Riz Thakir
Vice President – Finance of Two Sigma Ventures
Riz is responsible for portfolio company valuations, financial and investor reporting, performance analytics, and fund operations at Two Sigma Ventures. He joined Two Sigma in 2013 and has worked in several Finance roles over his tenure along with various technology projects that brought enhanced capabilities to illiquid investment businesses of the firm. Riz began his career at Ernst & Young, LLP in the Financial Services Division where he provided assurance and business advisory services for hedge funds and private equity funds. He holds the Chartered Financial Analyst (CFA) designation and is a Certified Public Accountant (CPA) in the State of New York. Riz earned a BS in Business Administration with concentration in Financial Analysis & Accounting from the University at Albany.
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About Two Sigma Ventures: Two Sigma Ventures is an early-stage venture capital fund that invests in companies run by highly driven people.
Richard M. Cashin
Managing Partner, Founder, President and Member of Investment Committee of One Equity Partners
Mr. Cashin is Managing Partner of OEP. Prior to founding One Equity Partners in 2001, Mr. Cashin was President of Citigroup Venture Capital, Ltd. Mr. Cashin is a member of the JPMorgan Chase Executive Committee and sits on the Board of Titan International Inc. He is a Trustee for the American University in Cairo, Boys’ Club of New York, Brooklyn Museum, Central Park Conservancy, Jazz at Lincoln Center, the National Rowing Foundation (Chairman), and TOUCH Foundation. He is Co-Chairman of the New York City Investment Fund and is active in several inner-city educational initiatives as well as Harvard fundraising and has served as Co-Chairman of his Harvard class for over 35 years. Mr. Cashin received his M.B.A. from Harvard University, his A.B. in East Asian Studies from Harvard College, and attended a one-year fellowship at Trinity College, Cambridge.
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About One Equity Partners, One Equity Partners: One Equity Partners makes private equity investments behind compelling business ideas and strong management teams.
Vice President of H.I.G. Capital
Navneet Alag is the vice president at H.I.G. Capital.
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Jonathan Bilzin
Co-President of TowerBrook Capital Partners
Jonathan Bilzin is a Managing Director of TowerBrook and a member of the Management Committee. He was previously a Managing Director at Soros Private Equity. He was a member of the Principal Investment Area and Real Estate Principal Investment Area of Goldman Sachs in New York. He earned his BBA. from the University of Michigan and received his M.B.A. from the Stanford Graduate School of Business.
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About TowerBrook Capital Partners, TowerBrook Capital Partners: TowerBrook Capital Partners is a London-based investment management firm that funds European and North American companies.
Austin Smith
Vice President of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Jesse M. Du Bey
Managing Director & Vice President of Providence Equity Partners
Jesse Du Bey is founder and managing partner of Orkila Capital, a private equity firm focused on media, technology, and special situations investments. Prior to founding Orkila, Jesse was a managing director at Providence Equity Partners, the world’s leading investment firm focused on media, technology, and information services, with over $23B under management. Jesse is currently a Board Director of Heartflow, Inc., Bellator (a Viacom company), World Triathlon Corporation (Ironman), ikaSystems, Crash Line Productions, and The DuBey Family Foundation. Jesse is a graduate of the University of Washington and is a native of Seattle, WA.
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About Orkila Capital, Providence Equity Partners: Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
Simon Koziel
President of ProTrak
Simon is the President and Founder of ProTrak International, Inc. and has over 30 years of experience in the investment management and consulting industries. He worked at several major investment management, banking and consulting firms, including J.P. Morgan Investments in New York City and Arthur D. Little in Boston. Prior to starting ProTrak, Simon was the President of a software consulting company that serviced the investment management community. Simon holds B.S. and M.S. degrees in Computer Science from the City College of New York – School of Engineering.
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About Backstop Solutions Group, ProTrak: The Complete Project & Communications Tool for General Contractors
Daniel Gaisin
Vice President of Finance of FirstMark
Daniel Gaisin is the Vice President of Finance at FirstMark.
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About FirstMark: FirstMark Capital is an early-stage venture capital firm that partners with exceptional entrepreneurs.
Ivana Estrada
Vice President Institutional and Securities Technology of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Kevin Murphy
Vice President of Morgan Stanley
Kevin Murphy brings over 20 years of experience as a strategic advisor to healthcare services companies, and has worked with businesses in nearly every segment of the industry. In such areas as Healthcare IT, hospital management, managed care, physician practice management, home health and others, he has completed over $30 billion of mergers and acquisitions and raised more than $5 billion in equity and debt capital. His interests in healthcare began earlier in his career while studying genetics at The Whitehead Institute for Biomedical Research and Cold Spring Harbor Laboratory. He holds a B.S. in Chemistry from MIT and an MBA (beta gamma sigma) from Columbia Business School.
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About Houlihan Lokey, Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Toks Afolabi-Ajayi
Vice President, Mergers & Acquisitions of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Anthony Sinatra
Vice President, Global Program Lead and Senior Technology Program Manager of Morgan Stanley
Anthony Sinatra is currently the Global Program Lead for Surveillance Analytics Technology at Morgan Stanley which has key focus on bringing Big Data and Advanced Analytics to the trade surveillance space. Previously, he served as the Lead Delivery Manager for the AML Transaction Monitoring program. He has over 15 years of experience in Financial Services technology and over 10 years of experience in Compliance.
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Katy Zhao
TitleSenior Vice President | Senior Portfolio Manager | International Client Advisor of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Nick Baker
Senior Vice President of Macquarie Group
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Tyler Flint
Vice President of Redpoint
Responsible for identifying, evaluating and executing new investments as well as supporting Comcast Ventures’ existing portfolio companies
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About Redpoint: Redpoint Ventures partners with visionary founders to create new markets or redefine existing ones at the seed, early, and growth stages.
Gunther Bright
Executive Vice President and General Manager, U.S. Large Market and Global Client Group of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Denise Pickett
President, Global Services Group of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Kerla Wolf
Vice President & GM, Global Coverage, Reporting & Merchant Experience of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Jaromir Divilek
Executive Vice President – Head of American Express Network and Global Network Businesses of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Phil Norman
Vice President, Membership Products and Partnerships of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Suraj Madnani
Vice President, Chief Product Owner – Risk Management and Product Development of American Express
Suraj Madnani is the Vice President of Product Development in the Global Risk group at American Express. In this role, he is responsible for leading strategy and development of innovative products to support risk management across all risk domains. Prior to this, Suraj was responsible for product development and launch of new-to-market lending and payment products such as American Express Business Financing and Working Capital Terms. Prior to American Express, Suraj held various product and technology roles at IBM and GE. Suraj holds a B. Eng, from the University of Pune, India and an MBA from Kellogg School of Management at Northwestern University.
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Kavita Gupta
Vice President, Global Information Management of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Colleen Taylor
President, Merchant Services – US of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Sara Milsten
Senior Vice President, New Member Acquisition, US Consumer Services of American Express
Sara Milsten is SVP, New Member Acquisition, responsible for new customer acquisition for the U.S. Consumer Business. In this role, Sara is responsible for marketing strategies and investments for all owned and paid channels including Search, Media, Affiliate, Phone, Direct Mail and Site. Prior to this, Sara served as the Chief Commerce Officer for Plenti and was focused on driving commerce and engagement on the Plenti platform. She also served as VP, Partnership Marketing and led marketing for our co-brand portfolios including Delta, Hilton and Starwood. Previously, Sara spent 8 years working in a variety of roles in our International Consumer business and delivered digital marketing strategies and solutions across our portfolio of proprietary markets. Prior to American Express, Sara worked in advertising at a variety of agencies, including Young & Rubicam and Leo Burnett. Sara holds a BA from Stanford University and an MBA from Kellogg at Northwestern University.
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Jens Brenninkmeyer
Vice President of TPG
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About Sixth Street, TPG: TPG is a private investment firm that manages capital across a family of funds.
Anthony J. Kuczinski
President and Chief Executive Office of Munich Reinsurance
Tony Kuczinski is president and CEO of Munich Reinsurance America, Inc., (Munich Re). He has overall responsibility for Munich Re’s property and casualty reinsurance and specialty insurance businesses in the US. He has over 35 years of industry experience and has been with Munich Re since 1989. Tony serves the insurance industry through participation in a number of organizations including The Institutes, Reinsurance Association of America, American Insurance Association and St. John’s University School of Risk Management Advisory Board. He is a member of the American Institute of Certified Public Accountants, New York and New Jersey State Societies of Certified Public Accountants.
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About Munich Reinsurance: Munich Reinsurance is a risk management group that offers insurance and reinsurance.
Jill Beggs
President of Excess & Surplus Lines – Munich Re Specialty Insurance of Munich Reinsurance
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About Munich Reinsurance: Munich Reinsurance is a risk management group that offers insurance and reinsurance.
Trabue Bland
President, ICE Futures of IntercontinentalExchange
Trabue Bland is President, ICE Futures U.S., a regulated futures exchange subsidiary of Intercontinental Exchange (NYSE: ICE). Prior to joining ICE, Bland was Legal Counsel to Acting Chairman Walter Lukken at the Commodity Futures Trading Commission. He was also a trial attorney in the Division of Enforcement and an attorney in the Division of Clearing and Intermediary Oversight. Before joining the Commission, Bland was in private practice at Balch and Bingham, LLP. He served on the staff of Senator Thad Cochran before attending law school.
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About IntercontinentalExchange, IntercontinentalExchange: Intercontinental Exchange is an operator of regulated exchanges and clearing houses serving the risk management needs of global markets.
Ryan Payne
President of Payne Capital Management
Ryan Payne is the president of Payne Capital Management (PCM). In this role, he co-designs the firm’s investment and financial planning strategies, while supervising all the financial advisors to ensure PCM’s distinctive ideas and philosophies are properly implemented. Ryan also directs PCM’s educational initiatives to inform the public about goal-based financial planning and investing. What motivated him to found Payne Capital Management? “The reason I started PCM was my attraction to the idea of building a business based on the investment philosophy and methodology that my father Bob Payne and I have developed over our 50 years of combined experience in the financial services industry,” says Ryan. “My approach to wealth management comes from the standpoint of an entrepreneur and free thinker. To stay relevant you have to constantly innovate, evolve and fine-tune your strategies. My interest in investment management stems from my fascination with human behavior and its relationship to market volatility.” Prior to launching PCM, Ryan spent close to eight years as a top financial advisor at Merrill Lynch. He earned his undergraduate degree from Villanova University in suburban Philadelphia, where he also competed on the varsity track and cross-country teams as a Division I athlete. In his free time, Ryan is an avid reader, enjoys traveling the world and is a devoted musician, playing guitar in several musical acts from New York City to as far away as Eastern Europe.
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About Payne Capital Management, Young Presidents Organization (YPO): Payne Capital Management operates as a financial advisory group and fiduciary.
Brendan Keane
Senior Vice President, Capital Markets of Dividend Finance
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About Dividend Finance, Kinsale Capital Group: Dividend Finance is a Technology-enabled finance platform supporting the energy transition with lending and other financial solutions.
Raed Khawaja
Senior Vice President of Business Development of Even Financial
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About Even Financial: Even is the definitive search, comparison and recommendation engine for financial services.
Mark F. O’Neil
Chairman, President and Chief Executive Officer of Dealertrack
Mark F. O’Neil is Chief Operating Officer of Cox Automotive, a position he has held since March 2016. Previously he served as Chief Executive Officer of Dealertrack, a position he had held since May 2005. From August 2001 to May 2005, he was Chief Executive Officer and President of Dealertrack. O’Neil began his career at Intel Corporation, where he first developed his knowledge of the technology industry. He subsequently worked for McKinsey & Co. before moving to the automotive industry in the late 1980s, where he was President of Ertley MotorWorld, a dealer group based in Pennsylvania. O’Neil went on to co-found and lead the development and rollout of CarMax, Inc. He was President and Chief Operating Officer of Greenlight.com, an online automotive sales website, from June 2000 through January 2001. He currently serves as a Director of DealerTire LLC, a privately held company. O’Neil holds a B.S. in Industrial Engineering from Worcester Polytechnic Institute and an MBA from Harvard Business School.
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About Dealertrack: DealerTrack is a provider of on-demand software for the automotive industry in the United States.
Paul Gould
Managing Director & Executive Vice President of Allen & Company
Paul Gould is the Managing Director at Allen & Company. Paul has worked for Allen & Company since 1972 and established Allen & Company’s arbitrage business in 1975. In addition to the Fund, Paul has been involved in Allen & Company’s merger and acquisition advisory practice, where he has served as a financial advisor to many Fortune 500 corporations. Paul is a Member of the Board of Directors at Discovery Communications and a Member of the Compensation and Nominating Committees. Paul served as a Member of the Board of Directors at Discovery Holding Company prior to Discovery Communications becoming a public company. Paul currently serves as a Member of the Board of Directors at Liberty Global, plc and Ampco-Pittsburgh Corporation. Paul also serves as a Member of the Board of Trustees at Cornell University, the Wildlife Conservation Society and the New School University and is an Overseer for the Weill Cornell Medical College. Paul attended Cornell University and graduated from Farleigh Dickinson University.
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About Allen & Company: Allen & Company is a private investment and advisory firm.
Herbert Allen
President & CEO of Allen & Company
Herbert Allen has been director of The Coca-Cola Company since 1982. Allen is President, Chief Executive Officer and a Director of Allen & Company Incorporated, a privately held investment firm, and has held these positions for more than the past five years. He previously served as a Director of Convera Corporation from 2000 to 2010.
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About Allen & Company: Allen & Company is a private investment and advisory firm.
Nathan Low
Founder Partner & President of Sunrise Israel Tech
Nathan founded and serves as President of the Sunrise Financial Group, Inc, since August 1991. In 1992, Nathan founded Sunrise Securities Corp., a FINRA registered broker-dealer. In October 2003, Nathan founded and became Managing Partner of Sunrise Equity Partners, L.P., a $174 Million SBIC fund, which made direct investments in public companies. Under Nathan’s leadership, Sunrise has raised in excess of $5 billion for over 60 domestic and international public and private companies, using a variety of financing products including traditional debt and equity as well as innovative equity-related financing instruments. Nathan began his Wall Street career with Salomon Brothers, where he helped develop some of the first mortgage backed derivative securities. Thereafter, he worked at Bear Stearns and Prudential Bache in various trading and arbitrage capacities. Nathan was graduated cum laude from Harvard College in 1982. Nathan serves on a variety of charitable boards for projects involving the developmentally disabled, cancer care, and education.
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About Sunrise Israel Tech: Sunrise Israel Tech is an investment organization that helps to boost growth of small startups based out of and located in Israel.
Jeffrey D Hyslop
Vice President of Staple Street Capital
Jeff is a Vice President at Staple Street Capital. He is responsible for identifying and evaluating investment opportunities, performing due diligence and working with our management teams to create value. Prior to joining Staple Street Capital, Mr. Hyslop was a Vice President at Cerberus Capital Management where he focused on private equity, special situations and distressed debt investments across a wide range of industries, including automotive, industrial, financial services, retail and IT services. At Cerberus, Mr. Hyslop was responsible for executing transactions and overseeing portfolio company investments, as well as identifying and executing public-market high yield debt investments. While at Cerberus, Mr. Hyslop served on the boards of North American Bus Industries and Blue Bird Corporation. Mr. Hyslop received his B.A. from Michigan State University.
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About Staple Street Capital: Staple Street Capital invests in attractive middle market companies where we can partner with management to create value.
Anna Fagin
Vice President & Principal of Town Hall Ventures
Anna Fagin serves as the Vice President and Principal at Town Hall Ventures.
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About Town Hall Ventures: Town Hall Ventures is an investment firm aimed at transforming the woefully broken U.S. health care market through technology.
Matt Holt
Managing Director & President, Private Equity of New Mountain Capital
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About Avantor, Ciox Health, New Mountain Capital, Signify Health: New Mountain Capital manages private equity and public equity capital with aggregate assets.
Marc Lipschultz
Co-Founder, President & Co-Chief Investment Officer of Owl Rock Capital
Marc Lipschultz is a co‐founder and the President of Owl Rock Capital Partners and Co‐Chief Investment Officer of Owl Rock Capital Advisors.
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About Blue Owl, Owl Rock Capital: Owl Rock is an investment firm that aims to meet the distinct and underserved financing needs of middle-market companies.
Sam Bursten
Vice President of Energy Impact Partners
Mr. Bursten has experience in the power and clean-technology sectors and project finance. Before joining EIP, Mr. Bursten worked as an analyst in CIT’s Energy group, focusing on construction and acquisition financing for renewable energy, conventional power, and midstream transactions. He holds a BA in Public Policy and an Energy and Environment Certificate from Duke University.
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About Energy Impact Partners: Energy Impact Partners is an investment firm focused on companies optimizing energy consumption and improving sustainable energy generation.
Adam James
Senior Vice President of Energy Impact Partners
Adam James is the Senior Vice President for Energy Impact Partners. His areas of expertise include business strategy and operations, electricity market regulation, and new market entry. Adam is also the co-founder and Board Chair of the Clean Energy Leadership Institute (CELI), a non-profit dedicated to empowering diverse young professionals for leadership positions in the clean energy field. Adam joined EIP from Tesla Energy where he managed special projects and new global initiatives. In that role, he drove improvements in a variety of critical areas – including Tesla’s global channel sales program, the residential energy business in Mexico, and the disaster response in Puerto Rico – as well as developing new programs to scale deployments. Prior, to SolarCity, he was the Deputy Director for Global Strategy, responsible for international market development and policy. He led the development of SolarCity’s global strategy across all segments and worked on early business development including M&A opportunities and utility partnerships. As a Senior Analyst with GTM Research, Adam led the global downstream solar research practice, including the successful launch of the company’s market-leading Latin America practice; working closely with startup CEOs and utilities in the region, and providing consultation services to Boards and Executives on market entry. His first job in the energy space was with the Center for American Progress where we worked on the Energy & Environment team with a focus on climate negotiations and clean energy policy. Adam received his B.A. in Philosophy from George Mason University, where he competed nationally for the policy debate team. He is an avid cyclist and reader and lives in New York with his wife and three children.
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About Energy Impact Partners: Energy Impact Partners is an investment firm focused on companies optimizing energy consumption and improving sustainable energy generation.
Adam James
Senior Vice President of Energy Impact Partners
Adam James is the Senior Vice President for Energy Impact Partners. His areas of expertise include business strategy and operations, electricity market regulation, and new market entry. Adam is also the co-founder and Board Chair of the Clean Energy Leadership Institute (CELI), a non-profit dedicated to empowering diverse young professionals for leadership positions in the clean energy field. Adam joined EIP from Tesla Energy where he managed special projects and new global initiatives. In that role, he drove improvements in a variety of critical areas – including Tesla’s global channel sales program, the residential energy business in Mexico, and the disaster response in Puerto Rico – as well as developing new programs to scale deployments. Prior, to SolarCity, he was the Deputy Director for Global Strategy, responsible for international market development and policy. He led the development of SolarCity’s global strategy across all segments and worked on early business development including M&A opportunities and utility partnerships. As a Senior Analyst with GTM Research, Adam led the global downstream solar research practice, including the successful launch of the company’s market-leading Latin America practice; working closely with startup CEOs and utilities in the region, and providing consultation services to Boards and Executives on market entry. His first job in the energy space was with the Center for American Progress where we worked on the Energy & Environment team with a focus on climate negotiations and clean energy policy. Adam received his B.A. in Philosophy from George Mason University, where he competed nationally for the policy debate team. He is an avid cyclist and reader and lives in New York with his wife and three children.
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About Energy Impact Partners: Energy Impact Partners is an investment firm focused on companies optimizing energy consumption and improving sustainable energy generation.
Keith Cozza
President, CEO & Director of Icahn Enterprises
Keith Cozza has served as President and Chief Executive Officer of Icahn Enterprises L.P. and its general partner, Icahn Enterprises G.P., Inc., since February 2014, and as a director since September 2012. Mr. Cozza served as Executive Vice President from February 2013 to February 2014. Mr. Cozza has served as the Chief Operating Officer of Icahn Capital, a wholly owned subsidiary of Icahn Enterprises and Icahn Enterprises Holdings, since February 2013. Mr. Cozza has served as the Chief Financial Officer of Icahn Associates Holding LLC, a company controlled by Carl C. Icahn, since 2006. From 2004 to 2006 Mr. Cozza served as Controller at Icahn Associates Holding LLC. Prior to that Mr. Cozza was a senior assurance associate at Grant Thornton LLP. Mr. Cozza has been a director of: The Pep Boys – Manny, Moe & Jack, an automotive parts installer and retailer, since February 2016; a director of: FCX Oil & Gas Inc., a wholly-owned subsidiary of Freeport-McMoRan Inc., since October 2015; IEH Auto Parts LLC, since June 2015; Tropicana Entertainment Inc., since February 2014; PSC Metals Inc., since February 2014; Herbalife Ltd., a nutrition company, since April 2013 and XO Holdings, a competitive provider of telecom services, since August 2011. Mr. Cozza has also been a member of the Executive Committee of American Railcar Leasing LLC since June 2014. Mr. Cozza was previously a director of CVR Refining GP, LLC, the general partner of CVR Refining, LP, from January 2013 to February 2014; and MGM Holdings Inc., an entertainment company focused on the production and distribution of film and television content, from April 2012 to August 2012. XO Holdings is indirectly controlled by Carl C. Icahn. Mr. Icahn also has or previously had non-controlling interests in Freeport-McMoRan, Herbalife and MGM Holdings through the ownership of securities. Mr. Cozza brings to his service as a director his significant experience in leadership roles as director of various companies as discussed above. In particular, his experience as the Chief Financial Officer of Icahn Associates Holding LLC enables him to understand the complex business and financial issues that we may face.
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About Icahn Enterprises: Icahn Enterprises L.P. (NASDAQ: IEP), a master limited partnership, is a diversified holding company engaged in nine primary business.
Martha Gallo
Executive Vice President and Chief Auditor of American International Group
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About American International Group: American International Group operates as a global insurance company.
Don Gogel
Chairman, President and CEO of CD&R LLP
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About CD&R LLP: Clayton, Dubilier & Rice is a global private equity manager that invests in and builds valuable businesses.
Raymond Debbane
President and CEO of Invus
Raymond Debbane has been a director since August 2007 and became chairman of our board of directors in February 2012. Mr. Debbane is president and chief executive officer of The Invus Group, LLC, which he founded in New York in 1985 as the exclusive investment advisor of Benelux-based Artal Group S.A. In 1999, Artal became the controlling shareholder of Weight Watchers International, Inc., for which Mr. Debbane serves as chairman of the board of directors. He also serves as chairman or director of a number of other companies in which Invus and Artal Group S.A. have invested. Before founding The Invus Group, Mr. Debbane was a manager in the Paris office of The Boston Consulting Group, Inc., where he did consulting work for a number of major European and international companies. Mr. Debbane holds an M.B.A. from Stanford University, an M.S. in food science and technology from the University of California at Davis, and a B.S in agricultural sciences and agricultural engineering from American University of Beirut.
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About Invus: Invus recognizes that every company is unique and that extraordinary business performance cannot be achieved by following a formulaic
Georgios Theophanous
Vice President of Invus
Georgios is an Associate based in New York. Prior to joining Invus in 2013, Georgios was an associate at Vector Capital in San Francisco, a middle-market private equity firm focused on technology investments. Previously, Georgios was a management consultant at McKinsey & Company in Palo Alto, where he worked with technology, industrial goods, and financial services clients on growth strategy, operations, and mergers & acquisitions projects. He holds an MBA from The Wharton School and an A.B. in Economics from Harvard College.
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About Invus: Invus recognizes that every company is unique and that extraordinary business performance cannot be achieved by following a formulaic
Nicki Livanos
Vice President of AXA Group
Nicki Livanos is Director at AXA Equitable.
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About AXA Group, Equitable Holdings: AXA is a French multinational insurance firm that focuses on global insurance, investment management, and other financial services.
Lakshman Easwaran
Senior Vice President of Neuberger Berman Group
Lakshman Easwaran, PhD, FRM, Senior Vice President, joined the firm in 2004. Lakshman is the Head of Risk Analysis and Research, and is responsible for investment risk oversight for the firm’s fixed income and multi asset class strategies. Prior to joining the Portfolio Analysis and Risk team, Lakshman was part of Fixed Income Research at Lehman Brothers. He has also worked as a Fixed Income portfolio manager at SBI Mutual Fund and Prudential ICICI Asset Management. He graduated from the Indian Institute of Technology, Bombay with a BTech in Electrical Engineering, received an MBA from the Indian Institute of Management in Calcutta, and subsequently received a PhD in Finance from Duke University. He is a certified Financial Risk Manager.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Nicholas Lurvey
Senior Vice President and Complex Products of Neuberger Berman Group
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Ian Haas
Senior Vice President and NB Alternatives of Neuberger Berman Group
Ian Haas, CFA, Senior Vice President, joined the Firm in 2000. Ian is a member of the Investment Committee and also serves as the Head of Quantitative and Directional Strategy Research on the NB Alternative Investment Management Team. His responsibilities include manager sourcing, screening, due diligence, monitoring and portfolio construction. Prior to joining the team in 2004, Ian was an Associate in Lehman Brothers’ Portfolio Strategy group, where he focused on asset allocation and manager selection. From 2000 to 2003, Ian was a member of the Financial Institutions group within the Investment Banking Division of Lehman Brothers, where he worked on M&A advisory projects as well as capital markets financings for clients in the financial services industry. Ian graduated from the University of Oregon, earning a BS in Business Administration with a concentration in Finance. Ian holds the designation of Chartered Financial Analyst.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Rory Ewing
Senior Vice President and Associate Portfolio Manager of Neuberger Berman Group
Rory Ewing, Senior Vice President, joined the firm in 2016. Rory is an Associate Portfolio Manager and a Research Analyst for the Option Group at the firm. In his current capacity, Rory’s primary responsibility is to assist in the implementation of the firm’s investment strategy in client accounts and to ensure proper adherence to account guidelines and client specific restrictions. Before joining Neuberger Berman, Rory was a Research Analyst at Horizon Kinetics. Prior to Horizon Kinetics, Rory worked at Tempus Quo, an investment firm focused on international, commodity related sectors where he led the trading team. Rory also spent two years as a trader at Pequot Capital and two years as a capital markets consultant at Thomson Financial. Rory received a BA from Colgate University and an MBA from New York University.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Deepna Devkar
Vice President, Data Science & Engineering of CNN
Deepna Devkar is the Vice President, Data Science & Engineering at CNN, WarnerMedia.
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About CNN, WarnerMedia: CNN is an online broadcasting platform that offers the latest business, financial, and personal finance news.
David R. Abraham
Vice President of Accel-KKR
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About Accel-KKR: Accel-KKR is a technology-focused private equity firm specialized in growth and middle market investments.
Jay Longosz
Vice President of Veritas Capital
Prior to Veritas, Jay was an Associate at OMERS Private Equity where he focused on investments in healthcare and business services. Previously, he was an investment banking Analyst at Harris Williams in the Diversified Industrials Group. Jay holds a B.A., cum laude, in Politics from Washington and Lee University and an M.B.A. from Columbia Business School.
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Ted Shanahan
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Alice Li
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Joel Posner
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Dejan Ilic
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
John A. Kanas
President & CEO of BankUnited
John Kanas was named chairman, president and chief executive officer of BankUnited in May 2009. Mr. Kanas led a group of investors in the purchase of the bank in a history-making transaction. Prior to joining BankUnited, Mr. Kanas was chairman, president and CEO of North Fork Bancorporation, the sixteenth-largest bank holding company in the United States. He held this position from 1977, when he was appointed at the age of 29, until North Fork’s acquisition by Capital One in December 2006. Mr. Kanas led the company in its initial public offering in 1982 to its membership on the NYSE and inclusion in the S&P 500 Index. During his tenure, the company completed 15 bank acquisitions and distinguished itself as one of the most profitable and efficient banking companies in the country.
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About BankUnited: BankUnited, Inc. (BKU) is a bank holding company with three wholly owned subsidiaries:
Dan Bosman
Vice President & Managing Director of TD Bank
Dan Bosman is leading the development of TD Securities global derivatives, valuations and trading risk platforms. Mr. Bosman was previously with RBC Capital Markets, as Global Head of Derivatives Risk and Pricing Technology and Citi as North American Head of Rates and CVA Technology. Mr. Bosman has a BSc. from the University of Southampton.
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About TD Bank: TD Bank is a banking center that provides its clients with retail, small business, and commercial banking products and services.
Reshma Kalimi
Vice President of Stripes
Reshma Kalimi is an Associate at Stripes Group. She was previously a Senior Analyst at Stripes Group. Reshma Kalimi has been an active Volunteer with StreetWise Partners. She worked on over ten IPO and secondary transactions at Deutsche Bank. Prior to joining Stripes, Reshma Kalimi was a Technology, Media and Telecom Specialist at Deutsche Bank. She led a case-based program of social entrepreneurship for underprivileged adolescents in the slums of Mumbai, which Reshma Kalimi developed under the guidance of Duke professors and a Senior Economist for the White House Counsel of Economic Advisers. She is a Board Observer of Bigtree Entertainment Pvt. Ltd. Reshma Kalimi published honors thesis on Behavioral Economics under economist and author Dr. Dan Ariely., she studied Renaissance Art for six months in Florence. She speaks seven languages. Reshma Kalimi holds a BA in Public Policy and Philosophy (Interdepartmental) and a BS in Economics with a minor in Art History from Duke University.
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About Stripes: Stripes is a growth equity firm that invests in software and consumer businesses.
Vidhan Bhatt
Vice President of Stripes
Vidhan Bhatt is a Vice President at Stripes.
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About Stripes: Stripes is a growth equity firm that invests in software and consumer businesses.
Ripley Carroll
Vice President of Stripes
Ripley Carroll is the Vice President at Stripes.
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About Stripes: Stripes is a growth equity firm that invests in software and consumer businesses.
Joe Ziemer
Vice President of Communications of Betterment
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About Betterment: Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Jennifer Lopez
Vice President Of Product Development of Capital One
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Konrad Schwarz
Executive Vice President Commercial Banking of Capital One
Konrad Schwarz is the Executive Vice President Commercial Banking at Capital One.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Nitzan Mekel-Bobrov
Managing Vice President of Machine Learning & AI of Capital One
Nitzan Mekel-Bobrov is managing vice president of machine learning and artificial intelligence at Capital One, where he leads a group of scientists, engineers, researchers, and product managers who are driving ML and AI transformation at the company. Nitzan and his team develop enterprise-scale, real-time intelligent solutions for a broad range of business problems, including forecasting, NLP in customer service and conversational AI, anomaly & fraud detection, reinforcement learning and more. Nitzan earned his master’s degree in computer science and his Ph.D. in bioinformatics from the University of Chicago.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Theresa Bedeau
Vice President, Community Development Banking of Capital One
Theresa Bedeau is a Senior Manager on Capital One’s Community Development Banking team, and is responsible for identifying, developing and implementing activities that promote economic development in NY, NJ, and FL. She manages a network of non-profit partners with a special focus on small business development and financial inclusion. Prior to joining Capital One Bank, Theresa focused her efforts in non-profit management and economic development. As Director of Programs at the Business Outreach Center Network she managed and developed programming to serve culturally diverse and low-income communities. While working for the Trickle Up program, she managed a national network of small business technical assistance providers dedicated to supporting very-low income entrepreneurs to launch and grow viable small businesses. Theresa has a B.A. in Sociology from Cornell University and a Master’s degree in Non-Profit Management and International Finance from NYU’s Wagner School of Public Service
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Juliana Anderson
Vice President of Tailwind Capital
Juliana Anderson currently works as the Vice President for Tailwind Capital. She previously worked at CapitalSource Bank as the Senior Analyst.
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About Tailwind Capital: Tailwind focuses on growing middle market companies in the healthcare, business services, and media/communications sectors.
Anthony Azzara
Vice President of Citibank
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About Citi, Citibank: Citibank is a global consumer bank providing a host of banking and financial services.
Hallie Ross
Vice President, Investor Relations of Glade Brook Capital Partners
Ms. Ross joined Glade Brook in 2011 as a Research Associate. Prior to joining Glade Brook, Ms. Ross was at Shumway Capital Partners where she served as a Research Assistant. Previously she worked at ICR as an investor relations associate. Ms. Ross earned a B.S. from Fairfield University.
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About Glade Brook Capital Partners: Glade Brook Capital Partners focuses on companies in the technology, media, telecom, and consumer sectors.
Kate Flanagan
Vice President of 3i Group
Kate joined 3i’s New York Infrastructure team as a Vice President in 2018. Her role is principally focused on the evaluation of infrastructure opportunities in North America and asset management support to 3i’s North American infrastructure assets. Kate has over 9 years’ experience in the infrastructure investment community. Prior to joining 3i, Kate worked at QIC in their newly established North American office for two and a half years where she managed the transport sector for QIC’s North American activities across both business development and asset management. Previously, Kate ran an independent consulting business providing support to equity investors on global transport assets and had a six-year career with Cintra in Texas and Sydney. She was a founding member of Cintra’s Sydney office in her role as Technical Manager, undertaking corporate and business development activities in Australia and Southeast Asia. Her other roles at Cintra included being Traffic and Revenue Manager for Cintra’s North American market. Key responsibilities in these prior roles included deal origination, transaction due diligence, and asset portfolio management. Kate holds a Bachelor of Science in Civil Engineering (Hons) and Master of Science in Civil Engineering, Transportation (Hons), both from the University of Texas at Austin.
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About 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
Steve Dorsey
Vice President of 3i Group
Steve joined 3i in 2017 as a Vice President in the North American Infrastructure team. Prior to joining 3i, Steve was an Associate Director at Hastings Funds Management where he was responsible for the origination, execution and management of infrastructure equity investments in the energy, utilities and transportation sectors. Steve began his career as an investment banker at BNP Paribas, where he focused on project finance and advisory in the infrastructure, power and energy sectors. Steve holds a Bachelor’s degree in economics from Bucknell University.
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About 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
Rajiv Goyal
Executive Vice President of ThoughtFocus
Executive Vice President at ThoughtFocus .
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About ThoughtFocus, ThoughtFocus: ThoughtFocus is a US based, privately held consulting, software engineering and business process management company.
Ellen Gentile
Vice President, Data Quality Manager, Director, Enterprise Data Quality of Sumitomo Mitsui Banking Corporation
Ellen Gentile is the data quality manager for the SMBC Americas Division of Sumitomo Mitsui Banking Corporation. Ellen has over 20 years of experience in the financial services sector and has worked in various capacities for companies such as Cowan & Company, Morgan Stanley, Bank of America, Banc of America Securities, and Pershing, LLC. As SMBC’s data quality manager, Ellen works assiduously to establish and implement all facets of a comprehensive data quality program at the SMBC Americas division.
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About Sumitomo Mitsui Banking Corporation: Sumitomo Mitsui Banking Corporation offers a broad range of financial services centered on banking.
Lata Reddy
Senior Vice President, Diversity, Inclusion & Impact of Prudential Financial
Lata N. Reddy is Senior Vice President of Diversity, Inclusion & Impact at Prudential Financial and Chair and President of The Prudential Foundation. In these roles, Reddy harnesses the power of capital markets to drive financial and social mobility. By combining diversity strategies, impact investments, philanthropy, corporate contributions and employee engagement with Prudential’s full business capabilities, she helps position the company to promote economic opportunity and sustainable growth. Under Reddy’s leadership, Prudential is building an impact investment portfolio with the goal of $1 billion in assets under management by 2020. Additionally, she oversees a yearly grantmaking budget of $40 million through The Prudential Foundation, and a $22 million corporate contributions budget.
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About Prudential Financial: Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits.
Nicholas Silitch
Senior Vice President and Chief Risk Officer of Prudential Financial
Nick Silitch is senior vice president and chief risk officer of Prudential Financial, Inc. In this role, Silitch oversees Prudential’s risk appetite across all business lines and geographies. Silitch is responsible for identifying, assessing and prioritizing risks across the organization and chairs the Enterprise Risk Committee. Silitch joined Prudential in 2010 as chief credit officer and head of investment risk management, overseeing Prudential’s general account and other proprietary investment risks globally, as well as maintaining and approving Delegations of Authority and Investment Policy Statements. Prior to joining Prudential, Silitch held the position of chief risk officer of the Alternative Investment Services, Broker Dealer Services and Pershing businesses within Bank of New York Mellon. In this role, he had oversight of all risk types for these businesses and served on the Pershing Executive Committee. Silitch joined Bank of New York Mellon in 1983 as a credit trainee. Throughout his career at the bank, he held senior positions in client management, investor relations, risk management, loan restructuring, credit portfolio management and Basel compliance. He received a bachelor’s degree in economics from Colby College.
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About Prudential Financial: Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits.
Will Neville-Rehbehn
Vice President of Inclusion, Culture, and Talent of Prudential Financial
Will Neville-Rehbehn is the VP of inclusion, culture, and talent at Prudential Financial.
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About Prudential Financial: Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits.
Wilson S. Warren
Partner & President of Lexington Partners
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About Lexington Partners: Lexington Partners is an independent manager of secondary private equity and co-investment funds.
Chuck Doerr
President, Co-Founder & COO of OpenFin
Chuck Doerr is President, Co-Founder, and COO of OpenFin. He is responsible for the company’s technology strategy and business operations. Prior to OpenFin, Chuck was VP of CDS Technology at IntercontinentalExchange (ICE) where he was responsible for ICE’s CDS e-trading and processing technology and software development. Before ICE, Chuck served as Chief Technology Officer of Creditex where he was responsible for all technology initiatives. He architected the company’s award-winning technology platform, led software development and managed Creditex’s global technology infrastructure. Before Creditex, Chuck worked at UBS automating their front office equity trading operations. Earlier, he worked on missile system software at Raytheon. Chuck attended Carnegie Mellon University where he earned Bachelor’s and Master’s degrees in Electrical and Computer Engineering.
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About OpenFin: OpenFin enables financial desktops with the same app distribution, security, and interoperability capabilities as iOS and Android.
Sharon Lam
Vice President of Columbia Capital
Sharon focuses on Internet Infrastructure, Media and Mobile investments. Prior to joining Columbia Capital, Sharon worked at Goldman Sachs in their Technology, Media, and Telecommunications group in New York. Before joining Goldman Sachs, Sharon was an analyst at UBS in their TMT group. Sharon received her B.S.C. from the McIntire School of Commerce at the University of Virginia, where she double majored in Finance and Accounting.
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About Columbia Capital: Columbia Capital is a venture capital franchise in wireless, broadband, media, and enterprise information technology investing.
