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 Director operating in the Banking space. If you think a Director 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.
Apjit Walia
Managing Director & Global Head, Technology Investment Strategy of Deutsche Bank
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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.
Javed Jussa
Director, Quantitative Strategist of Deutsche Bank
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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.
Michael Heeger
Director – Global Purchasing, Head of Sourcing Americas of Deutsche Bank
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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.
Eric Miller
Managing Director & Head of Fixed Income Sales of Credit Suisse
Eric Miller is Director at Credit Suisse.
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About Credit Suisse, Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Kirill Novikov
Managing Director of Credit Suisse
Managing Director, Investment Banking at Credit Suisse
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About Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Diron Jebejian
Managing Director of Credit Suisse
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About Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
John Pitzer
Managing Director of Credit Suisse
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About Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Lila Gordem
Director of Credit Suisse
Lila Gordem is the Director at Credit Suisse.
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About Credit Suisse, Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Buzz Moschetti
Managing Director, Head of Focused Advanced Solutions & Technology (FAST) of Credit Suisse
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About Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Jerry Wiant
Managing Director, Head of Banks & Specialty Finance of Credit Suisse
Jerry Wiant is the Managing Director, Head of Banks & Specialty Finance at Bank of America.
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About Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Ruben Terceno
Managing Director, Head of Focused Advanced Solutions & Technology (FAST) of Credit Suisse
Rubén Terceño is the Director, Solutions Engineering EMEA at Confluent.
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About Confluent, Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Eileen Duff
Director of Credit Suisse
Eileen Duff is Managing Partner and Head of Distribution for iCapital Network where she is responsible for sales, relationship management and investor relations supporting the RIA, broker-dealer, private banking and family office communities. Prior to joining iCapital, Eileen was Head of Alternative Investments, North America at Credit Suisse, where she built and oversaw the origination and distribution functions for private equity, hedge funds, managed futures, real estate and other key alternative asset classes. Previously, Eileen was with Donaldson, Lufkin & Jenrette where she oversaw global marketing in the private client group. She is a graduate of University of Delaware.
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About Credit Suisse: Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
James Sinclair
Managing Director, Healthcare Investment Banking of Goldman Sachs
James Sinclair is a managing director in the Consumer Retail and Healthcare Group covering healthcare services and technology companies. Previously, he was a healthcare services equity research analyst. Jim first joined Goldman Sachs in 2002 as an analyst and rejoined the firm in 2007 as an associate. He was named vice president in 2010 and managing director in 2015. Jim serves as a member of the Advisory Board for Ben’s Friends, a nonprofit focused on building online communities for patients with rare diseases. Jim earned a BA in Economics, magna cum laude, from Duke University in 2002, a JD from Northwestern University School of Law and an MBA from the Kellogg School of Management at Northwestern University in 2007.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Edith Cooper
Senior Director of Goldman Sachs
Ms. Cooper is the Medley Founder – Slack and Etsy Board Director – Goldman Sachs Senior Director. She serves as Vice Chair of the Partnership Committee and is a member of the Management Committee. Previously, she served in various positions at the firm, including sales management within the Securities Division. Ms. Cooper first joined Goldman Sachs in 1996 to build and lead the firm’s Energy Sales Group in New York. In 2000, she became Co-Head of the Commodities Business in Europe and Asia, based in London. She assumed responsibility for the firm’s Futures business in 2002.
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About Goldman Sachs, Medley: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Thomas Spoto
Managing Director of Goldman Sachs
Thomas Spoto is a Managing Director 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.
Mancy Sun
Managing Director 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.
Ken Eberts
Managing Director of Goldman Sachs
Ken is global co-head of Goldman Sachs Investment Partners in the Investment Management Division, a position he has held since the group’s inception in 2007. He is also a managing director ally of the Lesbian, Gay, Bisexual and Transgender Network. Ken joined Goldman Sachs in 1989 as an analyst in the Investment Banking Division and worked in the Real Estate and Financial Institutions Groups. From 1992 to 1998, he worked on the Equity Derivatives desk and then moved to Goldman Sachs Principal Strategies in 1998. Ken was named managing director in 2001 and partner in 2004. Ken serves on the Board of Directors of Riverdale Country Day School. Ken earned an AB in Quantitative Economics and History from Stanford University in 1989.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Antoine Munfa
Managing Director – Merchant Banking Division at Goldman Sachs – Growth Equity Team of Goldman Sachs
Antoine Munfa is a Vice President at Goldman Sachs, where his current board responsibilities include Forefront Dermatology, Cervalis, Resolute Anesthesia and Pain Solutions, and Business Records Management. Prior board responsibilities include Amber Road (NYSE: AMBR). Antoine holds a BA from Yale University and an MBA from Harvard Business School.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Harsh Nanda
Managing Director of Goldman Sachs
Harsh is a Managing Director in Goldman Sachs’ Merchant Banking Division (MBD) in India. He is responsible for investments across growth and buyout opportunities. Previously, Harsh was in the healthcare group of the Investment Banking Division at Goldman Sachs in New York. Prior to that he was a manager at Microsoft’s headquarters in Redmond, Washington. Harsh serves on the Board of ReNew Wind Power Pvt. Ltd. Harsh earned a B.Tech. in Computer Science and Engineering from IIT Delhi, a Master of Science in Computer Science from the University of Maryland and an MBA from New York University’s Stern School of Business, where he was a recipient of the Dean’s Award for academic achievement.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Christopher Chattaway
Managing Director of Goldman Sachs
Christopher manages the FX and Commodities Systematic Market Making business. He is a member of the Regional Securities Division Automated Trading Controls Committee (Americas). Previously, he worked in FX Strats, FX Spot Trading and FX Technology. Christopher joined Goldman Sachs in 2001 as an analyst and was named managing director in 2011. Christopher serves on the board of FXSpotStream, a bank-owned consortium for FX aggregation and execution services. Christopher earned a BA in Computer Science from Cornell University in 2001 with a concentration in Math and Business.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Kathryn Cassidy
Board Of Directors 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.
Charles Elkan
Managing Director of Goldman Sachs
Charles Elkan is a managing director and the global head of machine learning at Goldman Sachs, and also an adjunct professor of computer science at the University of California, San Diego (UCSD). Earlier, he was the first Amazon Fellow, leading a team of over 30 scientists doing research and development in applied machine learning in both e-commerce and cloud computing, with wins totaling over $100M incremental earnings. Before joining Amazon, Dr. Elkan was a tenured professor of computer science at UCSD. His Ph.D. is from Cornell and he was an undergraduate at Cambridge. His students at UCSD have gone on to to many leading companies, and to faculty positions at universities including Columbia, CMU, the University of Washington, and Stanford.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
John Blondel Jr.
Managing Director of Goldman Sachs
John Blondel is a Managing Director in the Investment Management Division at Goldman Sachs. An experienced financial executive, where he advises families, foundations, and endowments on their assets and portfolios. He first joined the firm in the fixed income division in 1983. John is on the board and executive committee at the Friends of the High Line and has also led initiatives that raised more than 100 million dollars towards this cause. He is on the board and executive committee and has served as chair of the committee for the Academy of American Poets. John is the director emeritus of the Jackie Robinson Foundation and has chaired their investment committee. John graduated from Harvard Business School in 1983 and received an A.B. from Harvard in 1978. He has served as chair of the National Committee for the Memorial Church in the Harvard Campaign. He supports Harvard through a variety of roles, including as a member of the Harvard’s Committee on University Resources and the Co-Chair of his class for the Harvard College Fund. John was raised in Montclair, New Jersey and he is a graduate of Montclair Academy where he was given the Klein award for excellence as a scholar athlete. He co-edited the Montclair News at Montclair Academy as well as a member of the Master’s Singers in the Glee club.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Stephanie Cohen
Chief Strategy Officer and Managing Director of Goldman Sachs
Stephanie Cohen is Goldman Sachs’s Chief Strategy Officer, an ex officio member of the management committee and a member of the partnership committee. Previously, Cohen served as the Global Head of financial sponsor mergers and acquisitions (M&A). Before that she was Sector Captain for general industrials in the global industrials group and a member of the M&A group. In 2008 Cohen managed conflicts and business selection for the investment banking division in the Americas. Previously, she was a Vice President in the industrials and merger leadership groups in San Francisco. Cohen joined Goldman Sachs as an Analyst in 1999, was named Managing Director in 2008 and Partner in 2014. She serves on two literacy-focused nonprofit boards, Reading Partners and Quill. She lives with her husband and two children in New York City.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
David Friedland
Partner, Managing Director of Goldman Sachs
David Friedland is a Partner, Managing Director 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.
Christopher Higgins
Executive Director of Goldman Sachs
Chris has worked in public finance for nearly 20 years and currently serves as the head of the western region water and wastewater utility practice for Goldman Sachs. Chris has extensive industry experience having worked with a number of water utilities and agencies including the California Department of Water Resources, Metropolitan Water District of Southern California, Bay Area Water Supply and Conservation Agency, East Bay Municipal Utility District, Eastern Municipal Water District, Irvine Ranch Water District, San Diego County Water Authority, and Las Vegas Valley Water District amongst others. Chris has lead and participated in over $25bn in public infrastructure financings over the course of his career including tax-exempt and taxable municipal bond offerings and project financings.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
William Connolly
Managing Director 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.
Max Ritter
Managing Director of Goldman Sachs
Max Ritter is a Managing Director 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.
Michel Dimitri
Managing Director 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.
Aldric Giacomoni
Director of Engineering of Stash Financial
Aldric Giacomoni is the director of engineering at Stash.
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About Stash Financial: Stash is a personal finance app that combines banking, investing, and advice into one platform.
Max Justicz
Managing Director of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Adam Davis
Managing Director, Finance, Risk and Analytics Services CTO of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Adam Schwarzchild
Managing Director of UBS
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About : UBS is a global financial services company that engages in the provision of financial management solutions.
Marisa Buchanan
Managing Director & Global Head of Sustainability of JP Morgan Chase
Marisa Buchanan is a Managing Director, Head of Sustainability at JP Morgan Chase & Co. from July 2020.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Tien-Tsin Huang
Managing Director of JP Morgan Chase
Tien-tsin is the #1 rated equity analyst for the payment sector (https://www.jpmorgan.com/country/US/en/detail/1320570403245) Tien-tsin Huang is the Senior Coverage Analyst of J.P. Morgan’s U.S. Payments, Processing & IT Services team. His team has consistently been ranked in the top 2 by Institutional Investor since 2009, and ranked #1 in 2018. He has followed the sector as an Equity Research analyst at J.P. Morgan since 1999, after spending two years in investment banking and public finance. He holds a B.S. in commerce from the University of Virginia. Tien-tsin is also a CFA® charterholder.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Christine Moy
Executive Director of JP Morgan Chase
Christine Moy leads J.P. Morgan’s Blockchain Center of Excellence, tasked with setting a comprehensive blockchain strategy for the Corporate and Investment Bank, developing cutting edge technology, curating Strategic Investments, and performing client outreach. Previously, she led development of productionized credit risk tools in Global Wealth Management and held various sales & structuring roles across Commodities, Asset-Backed Securities, and Syndicated Loans. She is a graduate of Brown University. Christine was recently named in Fortune’s The Ledger 40 Under 40 list of “the most impressive, young superstars transforming business at the leading edge of finance and technology.”
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Ben Luban
Executive Director of JP Morgan Chase
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Reggie Chambers
Managing Director & Chief Administrative Officer of JP Morgan Chase
Reggie Chambers is Chief Administrative Officer of Chase Consumer Bank, leading all branch operations, branch real estate, ATMs, innovation, branch systems, policies & procedures, and our project management office. In addition, Reggie partners with technology, operations, and risk & control leaders to ensure branches and customers receive a best-in-class experience. Reggie was formerly the Head of Transformation & Innovation for the Consumer Bank, leading the implementation of our CB 2.0 strategy that is focused on positioning the bank to be more digitally oriented. He also led the branch systems, ATMs and Innovation Labs for Chase. Prior to JPMC, Reggie Chambers spent significant time in senior leadership positions in the private, public and social sectors and worked on more than $70 billion in transactions helping to structure, negotiate, valuate and invest in businesses domestically and internationally. Reggie has had significant customer facing roles in the private sector. While at McKinsey & Company, Reggie was a part of the Strategy & Corporate Finance practice focused on financial institutions and helped to establish McKinsey’s strategy execution and performance practice focused on helping clients to translate strategy from theoretical into actionable and measureable steps that are tied to financials and key performance metrics. Prior to McKinsey, Reggie was a founding member and Head of the North American Infrastructure team of 3i Group plc, a UK-headquartered private equity firm with $20 billion of assets under management. He helped lead 3i’s efforts to make equity investments in North American infrastructure and was a member of the board of Eversholt Rail Group, a ~$4bn UK rail company. Before 3i, Reggie was a Vice President on the Global Energy Investment Banking team of Citigroup Global Markets Inc. and began his career practicing corporate law with Simpson Thacher & Bartlett LLP and Uría Menéndez Abogados, S.L.P. in Madrid, Spain. Reggie has also spent considerable time in the public sector, recently helping lead the Clinton- Kaine Transition Team as a full-time Senior Advisor spearheading the redesign of the organizational structure of the White House and determining the selection criteria for the White House Chief of Staff. Reggie also was the Co-Leader of the Small Business Policy Working Group for the Hillary for America campaign. Previously, Reggie was appointed by President Obama as a White House Fellow at the White House National Economic Council (NEC), serving as a policy lead behind the Jumpstart Our Business Startups (JOBS) Act, which facilitates access to capital for small and high-growth businesses through mechanisms such as securities crowdfunding. The JOBS Act received more bipartisan support than almost any other substantive piece of legislation proposed during the Obama Administration (every voting Republican in the House and Senate voted in favor of the bill). Additionally, he helped lead the first-ever White House summit on financial capability and lead the White House Rural Council alongside Secretary Vilsack. Reggie earned his J.D. from Harvard Law School and his A.B. in Political Science, Spanish and Markets & Management from Duke University. Reggie is a former Term Member of the Council on Foreign Relations and a member of Crain’s 2015 class of 40 under 40.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Jennifer Nason
Managing Director of JP Morgan Chase
Jennifer Nason is a Managing Director at JPMorgan Chase & Co.
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About JP Morgan Chase, JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Ludwig D’Angelo
Executive Director of JP Morgan Chase
Ludwig D’Angelo manages the Global Instrument Reference Data Operating Unit within JP Morgan’s Corporate & Investment Bank Operations. Previously at JP Morgan he was the North American Regional Head for Trading Technology. He has over 30 years of experience in financial services including front office, risk management, operations, technology and marketing. He has previously held senior positions at Swiss Bank Corp, Bankers Trust, Reuters as well as KPMG Consulting and CAPCO where he was a practice leader in trading technology. He is a frequent lecturer on Securities and Derivatives topics in industry and academia. Early in his career, he was a professional options trader for Oppenheimer & Company. He earned his MBA in Finance from Fordham University Graduate School of Business and his BBA in Management Information Systems from Pace University. He is a former Chairman of the FISD Executive Committee, a global association of exchanges, vendors and consumers of financial information and a current board member of EDM Council, a global association of enterprise data professionals. He was winner of the 2013 FTF News award for Operations Executive of the Year.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Michael Diamond
Executive Director of JP Morgan Chase
Michael Diamond has more than 18 years’ experience delivering innovative, market-leading financial crime solutions in partnerships with top financial institutions . He is an industry leader in digital fraud and authentication strategies. Previously, he was the Global Head of Data Solutions for NICE Actimize, where he was responsible for portfolio-level advanced analytics investments. In his current role at Chase he heads a team of product managers responsible for risk-based decisioning capabilities in the Chase digital channels.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Felix Shnir
Executive Director of JP Morgan Chase
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
David Gill
Managing Director of JP Morgan Chase
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Melissa Feldsher
Managing Director, Head of Digital Products of JP Morgan Chase
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Patrick Loftus-Hills
Partner & Managing Director of Moelis & Company
Patrick Loftus-Hills is a Partner and Managing Director specializing in metals and mining at Moelis & Company, an investment bank, based in New York. Patrick advises mining companies on mergers and acquisitions and capital raisings. He has advised almost all of the world’s major mining companies involving transformational cross border transactions including BHP on its merger with Billiton to form BHP Billiton, Alcan on its defence from takeover by Alcoa and subsequent sale to Rio Tinto and Vale on its acquisition of Inco. His work has also seen him IPO and raise money for companies on stock exchanges in Australia, Belgium, Canada, China, Indonesia, India, Hong Kong, the Philippines, the UK, and the US. He has been involved in over 130 capital raisings, restructurings and mergers and acquisitions involving assets in at least 68 countries.
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About Moelis & Company: Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.
Susan E. Engel
Board of Director of Wells Fargo
Ms. Engel served as chief executive officer of Portero, Inc., an online retailer of vintage pre-owned luxury personal accessories located in New York, New York, from July 2009 until June 2013 when the company was acquired. She served as chairwoman and chief executive officer of Lenox Group Inc. (the successor to Department 56, Inc.) from November 1996 until she retired in January 2007. Ms. Engel earned her undergraduate degree from Cornell University in 1968, and her Master of Business Administration from Harvard Business School in 1976. Ms. Engel is also a director of Coolibar, Inc.
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About : Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Jesse Lee
Director of Wells Fargo
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About : Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Jerome Brown
Managing Director 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.
Joseph Mooney
Managing Director 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.
Heather Smith
Managing Director – Head of Structured Equity 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.
Noah Smith
Director of Business Development of LendingFront
Currently running business development for LendingFront, a cloud-based small business lending platform for banks and alternative lenders. Three-time founder. Three years in private equity before that. Began my career in China, where I got my first taste of startups and investing, and also did print and television reporting. Companies I founded or co-founded: • OCX, a marketplace business lender that taps into existing networks to signal creditworthiness, efficiently source high-quality borrowers, and reward investors for backing businesses they know. • Dwelleo, an online service for communicating with people and services around where you live and that brings residential real estate to life. • AirMaid, hotel-quality services for private homes, focused on the short-term rental market. I also served as Director of Finance and Operations at OmniTrail, a mobile technology firm, and have advised a number of growth-stage companies. Earlier in my career, I worked at private equity firm KP Capital Partners, where I led the execution of controlling investments in companies in the electronics, logistics, apparel and specialty foods sectors and was actively involved in overseeing portfolio company management and served on several boards. I was part of the early team at business intelligence firm ChinaLaw (now part of Thomson Reuters) in Beijing, where I also worked as a journalist and started the first American-style brunch in the Chinese capital. Hold an MBA from the University of Virginia’s Darden School of Business and a B.A. in International Relations from Tufts University.
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About LendingFront: Small business lending software platform for banks and other financial institutions
Larry Handen
Senior Managing Director of Macquarie Group
Larry Handen is a managing director at Insight Venture Partners and has more than 20 years of experience in the software, Internet, and technology services industries as a principal investor, operator, and consultant. During his career, Larry has been involved as a principal investor in more than 125 M&A and equity financing transactions, and served on the Board of Directors of more than 30 companies throughout the Americas, Eastern & Western Europe,and Australia. Additionally, he has advised over 100 other companies in various capacities. Some of Larry’s former portfolio companies include Primavera (acquired by Oracle), Greenfield Online (IPO acquired by Microsoft), Netsmart (acquired by Genstar Financial), Guardant (acquired by VeriSign), DivX (IPO acquired by Rovi), Commvault (IPO, NASDAQ:CVLT), SecureInfo (acquired by Kratos Defence), Digital Harbor (acquired by Norkom Technologies), Beatport (acquired by SFX Entertainment), Entercept (acquired by MacAfee), and Dynamicsoft (acquired by Cisco). He currently serves on the board of directors at 3P Learning, Bionexo, Card Scanning Solutions, DriveCam, MV Sistemas, Overdrive, Photobox, Privalia, and Studio Moderna. Prior to joining Insight, Larry was a managing director at VantagePoint Venture Partners and a General Partner at UBS Capital where he led the firm’s Internet, Software & Services Group. Previously, he was a Partner with PricewaterhouseCoopers Consulting (PwC), now IBM Global Services. While at PwC, Larry led a practice specializing in corporate-wide growth and recovery solutions for companies in the technology, information, communications, and entertainment industries. Larry received a BA in Economics and Political Science from Bucknell University and a MBA from NYU’s Stern School of Business. He currently serves on the Board of the New York Venture Capital Association.
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Michael Barrish
Managing Director, U.S. Debt Capital Markets of Macquarie Group
Michael Barrish is the managing director for leveraged finance at [Macquarie Group](https://www.crunchbase.com/organization/macquarie-group#/entity), a global provider of banking, financial, advisory, investment, and fund management services. Previously, he held the same position at [RBC Capital Markets](https://www.crunchbase.com/organization/rbc-capital-markets#/entity). Barrish has more than 18 years of investment banking experience with a specific focus on credit analysis, structuring, originating, committing capital, and syndicating transactions. Before joining RBC Capital Markets, he worked at [Merrill Lynch & Co.](https://www.crunchbase.com/organization/merrill-lynch#/entity) and [Citigroup](https://www.crunchbase.com/organization/citigroup#/entity). Barrish holds a bachelor’s degree in business economics from [Brown University](https://www.crunchbase.com/organization/brown-university-2#/entity). He lives in New York, United States.
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Jeff Schiamberg
Managing Director 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.
Adam Hoffman
Managing Director 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.
Jim Palen
Managing Director of Jefferies
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About Jefferies: Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
Chad Parker
Managing Director and Head of Global Transportation of Barclays
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About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
Jay Gelb
Managing Director of Barclays
Jay Gelb, CFA, is currently Managing Director and senior equity analyst at Barclays covering the property-casualty and life insurance industries as well as Berkshire Hathaway. Prior to joining Barclays in 2008, Jay was the senior equity analyst at Lehman Brothers covering the P&C insurance industry. Before joining Lehman, Jay spent five years in equity research at Prudential Equity Group, LLC. He began his professional career as an underwriter for Chubb specializing in the financial institutions industry. Jay earned a B.A. in Finance from the University of Massachusetts, Amherst and a M.B.A., also in Finance, from Bentley University.
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About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
Angela Raitzin
Managing Director and Wealth Manager of First Republic Bank
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About Association for Corporate Growth, Cox School of Business, First Republic Bank, Golden Seeds: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Nancy Peretsman
Managing Director of Allen & Company
Nancy Peretsman, Managing Director at Allen & Company LLC, has served as advisor to many of the world’s largest media, communications and consumer companies. Since joining Allen & Co. in 1995, Nancy has provided advice and capital to over one hundred small high growth businesses, including Priceline.com, on whose board she continues to serve. Prior to Allen & Co., Nancy worked as a Managing Director at Salomon Brothers, heading the worldwide media investment banking practice. Over the last decade, Fortune has named her among the 50 Most Powerful Women in Business. Additionally, Peretsman serves on the Boards of Trustees at Princeton University and Institute for Advanced Study and on the Board of Directors at Teach For America. She received an undergraduate degree from Princeton University’s Woodrow Wilson School in 1976 and earned an MBA from the Yale School of Management in 1979.
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About Allen & Company: Allen & Company is a private investment and advisory firm.
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.
Bob Kerrey
Managing Director of Allen & Company
Bob Kerrey is Executive Chairman of the Minerva Institute for Research and Scholarship, where he advocates for broad reform in higher education. Prior to joining the Institute, Kerrey served as president of The New School, a university founded on strong democratic ideals and daring educational practices. The organization saw an unprecedented period of growth during Kerrey’s tenure, including a significant increase in student enrollment and full-time faculty. Since 2001, The New School raised a record $198 million for scholarships, professorships, capital projects, major conferences, and cutting-edge research. From 1989 to 2001, Kerrey represented Nebraska in the United States Senate. Throughout his two terms, Kerrey made a concerted effort to allow Nebraskans to participate in writing laws that defined the quality and inclusiveness of their health care system, schools, and communities. Before serving as a U.S. Senator, Kerrey served a single term as Nebraska’s Governor, during which he partnered with the private sector to create jobs, help to improve the quality of the public school system, protect natural resources, and balance the state’s budget. Before he became a U.S. Senator, Kerrey helped build a chain of restaurants and health clubs that employed more than 1,000 individuals. He also served three years as a Navy SEAL in the U.S. Navy, and is a Medal of Honor recipient. Kerrey earned his B.S. in Pharmacy from the University of Nebraska.
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About Allen & Company: Allen & Company is a private investment and advisory firm.
William Bradley
Managing Director of Allen & Company
William Bradley is a Managing Director of Allen & Company LLC. From 2001-2004, he acted as chief outside advisor to McKinsey & Company’s nonprofit practice. He was a Senior Advisor and Vice Chairman of the International Council of JP Morgan & Co. from 1997-1999. During that time, he also worked as an essayist for CBS Evening News and was a visiting professor at Stanford University, University of Notre Dame, and the University of Maryland. Senator Bradley served in the U.S. Senate from 1979 – 1997, representing New Jersey. In 2000, he was a candidate for the Democratic nomination for President of the United States. Prior to serving in the Senate, he was an Olympic gold medalist in 1964 and a professional basketball player with the New York Knicks from 1967 – 1977, during which time they won 2 NBA championships. In 1982 he was elected to the Basketball Hall of Fame. Senator Bradley holds a BA degree in American History from Princeton University and an MA degree from Oxford University, where he was a Rhodes Scholar. He has authored six books on American politics, culture, and economy. Currently, Senator Bradley hosts American Voices, a weekly show on Sirius Satellite Radio that highlights the remarkable accomplishments of Americans, both famous and unknown.
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About Allen & Company: Allen & Company is a private investment and advisory firm.
Richard Fields
Managing Director of Allen & Company
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About Allen & Company: Allen & Company is a private investment and advisory firm.
Stephen D Owens
Managing Director & Founder of Staple Street Capital
Steve is a co-founder and Managing Director at Staple Street Capital where he jointly oversees all aspects of the firm’s investment activities. Prior to founding Staple Street Capital, Mr. Owens was a Managing Director at The Carlyle Group where he was a member of the firm’s U.S. Buyout team. During his tenure at Carlyle, he co-founded the firm’s Global Consumer & Retail Group, was a senior member of the firm’s Global Communications & Media Group, and executed and oversaw investments in the business services and transportation sectors. Mr. Owens was responsible for sourcing, executing, overseeing and exiting investments across a variety of industries and served on the boards of a number of Carlyle portfolio companies. Mr. Owens received his M.B.A. from Harvard Business School and graduated with distinction from Emory University. Mr. Owens currently serves on the board of directors of Six Flags Entertainment Corporation (NYSE: SIX), Ironline Compression and Aaroma Holdings.
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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.
Hootan Yaghoobzadeh
Managing Director of Staple Street Capital
Hootan is a co-founder and Managing Director of Staple Street Capital where he jointly oversees all the aspects of the firm’s investment activities. Prior to founding Staple Street Capital, Mr. Yaghoobzadeh was a Senior Vice President at Cerberus Capital Management where he focused on distressed private equity, special-situation investments, balance sheet restructurings, and asset purchases across multiple industries including retail, industrials, and financial services. At Cerberus, Mr. Yaghoobzadeh was responsible for sourcing, executing, overseeing and exiting investments and serving on boards of Cerberus portfolio companies. Mr. Yaghoobzadeh received his M.B.A. from Harvard Business School and graduated from Cornell 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.
Tim Dawson
Managing Director, Cybersecurity of HSBC
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About HSBC: HSBC is a banking and financial services organization that offers a comprehensive range of services.
Michael Sanzone
Managing Director, Financial Sponsor Coverage of HSBC
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About HSBC: HSBC is a banking and financial services organization that offers a comprehensive range of services.
Theodore Roosevelt
Managing Director of Barclays Investment Bank
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About Barclays Investment Bank: Barclays Investment Bank offers large corporate clients with strategic advisory, financing, and risk management solutions.
Paul W. Chellgren
Board of Director of PNC
Mr. Chellgren is an Operating Partner with Snow Phipps Group, LLC, a New York City-based private equity firm. In 2002, he retired as the Chairman and Chief Executive Officer of Ashland, Inc., a provider of specialty chemical products, services and solutions. He also served as the Chief Financial Officer of Ashland. Mr. Chellgren received an undergraduate degree from the University of Kentucky, a master’s degree in business administration from Harvard University, and a diploma in Developmental Economics from Oxford University.
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About : PNC is a financial service company providing bank deposits products and services to its community.
Sanjay Chadda
Partner & Managing Director of Petsky Prunier LLC
Sanjay Chadda runs one of the most active investment banking practices on Wall Street focused on the broader media, digital advertising and marketing, commerce, information and marketing technology and services industries. He has played an instrumental role in helping the firm become Bloomberg’s leading investment bank for mid-market internet & advertising transactions and has been named one of AlwaysOn’s “Power Players New York City” every year the honor has been awarded. As a trusted advisor to CEOs and private equity sponsors, Sanjay has led more than 70 transactions during his career and has successfully completed over 25 transactions since 2010 alone. In his engagements, he focuses on origination, due diligence, marketing, management, and negotiation of both M&A and private placement transactions in order to drive successful results for his clients. He is active in all of the firm’s industry practice areas and brings to his engagements a unique combination of extensive sell-side and buy-side M&A experience as well as a deep understanding of business models of companies in the sectors he covers. Sanjay has been a speaker at Strategy Institute’s Digital Out-of-Home Media Conference and the DMA Annual Leader’s Summit. He has also been a guest lecturer at New York University’s School of Continuing & Professional Studies Interactive and Direct Marketing Program. Prior to joining Petsky Prunier in 1999 he served as a financial analyst in GE Capital’s Financial Management Program. Sanjay holds a B.S. from the Charles F. Dolan School of Business at Fairfield University, where he graduated with honors.
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About Petsky Prunier LLC, Petsky Prunier LLC: Leading investment bank to the technology, media, marketing, eCommerce, and healthcare industries.
Gloria Spivak
Managing Director of Neuberger Berman Group
Gloria Spivak is a Managing Director at 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.
Steve Eisman
Managing Director and Portfolio Manager 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.
Zhengyuan Lu
Managing Director 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.
Patricia Miller Zollar
Managing Director of Neuberger Berman Group
Patricia Miller Zollar is a managing director of Neuberger Berman, an independent asset management firm with over $200 billion under management. Within Neuberger, Ms. Zollar is the head of the NorthBound Emerging Managers Private Equity Fund, a private equity fund which invests in private equity partnership interests and co-investments. Before the management buyout of Neuberger, Ms. Zollar co-headed and co-founded the Lehman Brothers Partnership Solutions Group, an innovative organization focused on developing strategic opportunities with women- and minority-owned financial services firms recently chronicled in a case at the Harvard Business School. Before rejoining Lehman Brothers in 2004, Ms. Zollar was a vice president in the Asset Management Division of Goldman Sachs. – See more at: http://hbsaaa.net/patricia-miller-zollar.php#sthash.3iIBrFCp.dpuf
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Ram Ramaswamy
Managing Director and Head of Investment Solutions 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.
Scott Koenig
Managing Director 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.
Matthew Malloy
Managing Director of Neuberger Berman Group
He is a Managing Director at Neuberger Berman.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Mark Basile
Managing Director of Veritas Capital
Mark Basile (New York) joined KKR in 2011 as a member of KKR Capital Markets. Prior to joining KKR, he was at Barclays, where worked in the Leveraged Finance and Restructuring & Finance Advisory groups and was involved in a broad range of merger and acquisition, leveraged finance and restructuring transactions. He holds a M.S. degree from the Fletcher School at Tufts University and a B.S.E. from Princeton University.
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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.
Sean Cahill
Director of Finance and Accounting 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.
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.
Jeff Feinberg
Managing Director of Sun Capital Partners
Jeff Feinberg, Managing Director, joined Sun Capital Partners in 2018. Mr. Feinberg was most recently with Bridgewater Associates, where he served as its Chief Transformation Officer. Prior to Bridgewater, he was with Alvarez & Marsal, a global professional services firm, where he served for 16 years and became a Managing Director and Partner, as well as a practice leader in the firm’s Private Equity Operations Group. Here, he served private equity clients as a consultant, advisor, and interim C-Suite Executive to portfolio companies around the world. Mr. Feinberg’s industry experience includes Consumer Products, Retail, Wholesale, and Industrial Manufacturing. Prior to A&M, Mr. Feinberg was head of Special Situations for a venture fund, and before that, CFO/COO of Mannor Corporation, formerly one of the country’s largest, privately held, apparel manufacturers. Jeff received an BS/BA in Finance and English from Lehigh University.
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About Sun Capital Partners: Sun Capital Partners is a private investment firm
Todd Plosker
Managing Director and Head of Capital Markets of Sun Capital Partners
Todd Plosker, Managing Director and Head of Capital Markets, joined Sun Capital Partners in June 2007. Prior to joining Sun Capital, Mr. Plosker served as a Director with Wells Fargo Capital Finance, structuring and executing recapitalizations and leveraged buyout transactions for financial sponsors across a variety of industries. Mr. Plosker received a Master of Business Administration and a Master of Science in Accounting from Northeastern University.
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About Sun Capital Partners: Sun Capital Partners is a private investment firm
Jared Wien
Managing Director of Sun Capital Partners
Jared D. Wien, Managing Director, joined Sun Capital Partners in 2005. Prior to joining Sun Capital Partners, Mr. Wien served as an Analyst with Lehman Brothers where he evaluated, executed, and managed private equity investments across a variety of industries for Lehman Brothers Merchant Banking Partners. Mr. Wien received a Bachelor of Science degree in Finance, magna cum laude, from Georgetown University in 2002.
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About Sun Capital Partners: Sun Capital Partners is a private investment firm
Daniel Ives
Managing Director, Equity Research of Wedbush Securities
Daniel Ives was a Managing Director in the technology, media and telecom research group of FBR Capital Markets & Co., FBRC, specializing in enterprise software. Before joined FBRC in June 2000, Mr. Ives worked as a Financial Analyst at Home Box Office, HBO, in New York, focusing on cable companies, including AT&T, Charter, Comcast, Cox and Time Warner Cable. Through his experience of covering enterprise software on the sell side since June 2000, Mr. Ives has built a strong network of contacts in the software ecosystem, which has enabled him to analyze proprietary data points that support his thesis on various names under coverage. He has been quoted for his expertise in identifying and analyzing industry trends in numerous media outlets, including The Wall Street Journal, The New York Times, USA Today, Investor’s Business Daily, Barron’s and International Herald Tribune. He has also appeared on media outlets such as Bloomberg Television, CNBC and Fox Business. Mr. Ives was ranked the number two Analyst for the software sector in The Wall Street Journal’s 2008 Best on the Street Analysts survey. Mr. Ives received his B.S. in finance from Penn State University and his MBA from the Robert H. Smith School of Business at the University of Maryland. He is also a Level III CFA candidate.
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About Wedbush Securities: Wedbush Securities is a company providing banking and investment services for any individual, institution, or issuing client.
Steve Tulip
Senior Managing Director – Head of Capital Markets of Capital One
Steve Tulip is the head of Capital Markets. In this role, he is responsible for developing and implementing new product solutions and capabilities to deepen client relationships. He leads teams in the areas of Loan Syndications, Interest Rate Derivatives, Commodity Derivatives, Foreign Exchange and Public Finance. In addition, Mr. Tulip manages the Sales, Trading and Research platform which operates under Capital One Securities.
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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.
Aaron Irizarry
Sr. Director, Servicing Platform Experience of Capital One
Aaron aka “Ron”, is the Head of Experience Infrastructure at Capital One. He loves all things user experience, problem solving, and design process. Having worked for Fox/IGN, HP, Nasdaq, and now Capital One, Aaron loves sinking his teeth into complex problems. Aaron speaks at events and provides training for companies on design team structure, communication, and collaboration, and is the co-author of Discussing Design. More importantly Aaron is a master of the BBQ arts, lover of Heavy Metal, lifelong Dodgers fan.
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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.
Melissa Wasser
Director, Head of Private Capital Markets of Financial Technology Partners
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About Financial Technology Partners: Financial Technology Partners is an investment banking firm focusing on financial technology.
Linda Duncombe
Managing Director & Head of Growth, Chief Marketing Officer of Citibank
Linda Duncombe is the Managing Director, Global Head of Growth and Chief Marketing Officer for Citi FinTech, where she oversees Citi Fin Tech’s Marketing, Client Experience, Insights and Acceleration. In addition, Linda leads the Citi Design team, a unique function that integrates across Citi FinTech and Consumer lines of business to deliver a radically simple, connected digital and mobile experience for Citi’s clients and consistent business growth for Citi’s Global Consumer Bank.
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About Citibank, City National Bank: Citibank is a global consumer bank providing a host of banking and financial services.
Ford von Weise
Director, Global Head – Aircraft Finance of Citibank
Ford von Weise is currently a Director and Global Head of the Aircraft Finance Group at Citi Private Bank. The group provides private aircraft financing solutions to individual ultra high net worth clients and their companies throughout the world. Ford’s responsibilities and roles while at Citi have included loan origination, product program management, reporting and workouts. The group focuses on transactions typically in the range of $10 to $50 million. Ford has over fourteen years of business aviation experience most recently serving as Vice President of Business Aviation Finance for Merrill Lynch Capital. Prior to Merrill Lynch, he worked for GMAC Commercial Finance in the same capacity. His expertise covers a wide range of corporate and personal aircraft both domestically and internationally. Prior to joining GMAC, Mr. von Weise was Vice President of Capital Transactions at Lend Lease Real Estate investments, where he was responsible for the recapitalization and workout of large multi-family properties throughout the U.S. Mr. von Weise is a member of the Board of Directors of the National Aircraft Finance Association and was appointed by the Boards of Selectmen from the Massachusetts towns of Concord, Lincoln, Bedford and Lexington as a commission member of the Hanscom Field Advisory Commission. He is also a past board member of the Massachusetts Business Aviation Association and a local volunteer representative for the Aircraft Owners and Pilots Association. He is also an instrument rated pilot, aircraft owner, and a pilot for the U.S. Coast Guard Auxiliary. Mr. von Weise has also appeared on the Discovery Channel as an aviation expert in the Celebrity Crash Files, J.F.K., Jr, documentary series. He is also currently a member of the Board of Advisors for Brown Aviation Lease. Ford holds an undergraduate degree, cum laude, in Environmental Studies and History from the University of Vermont.
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About Citibank: Citibank is a global consumer bank providing a host of banking and financial services.
Karla McKenna
Director of Citibank
Karla McKenna is a director at Citi Transaction Services, Securities and Fund Services, managing Market Practice and Standards for these businesses. Ms. McKenna participates actively in the development and promotion of standards and market practice. Ms. McKenna is Chair of the International Organization for Standardization Technical Committee 68 (ISO/TC68), Financial Services. In addition, she is Chair of the Securities Market Practice Group (SMPG), serves on the Board and Executive Committee of Accredited Standards Committee X9 (ASC X9), the Boards of International Securities Association for Institutional Trade Communication (ISITC) and XBRL International, supporting standards initiatives such as Issuer to Investor: Corporate Actions.
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About Citibank: Citibank is a global consumer bank providing a host of banking and financial services.
Richard Relyea
Partner & Managing Director of 3i Group
Richard joined 3i in 2007 as a member of the North American Private Equity team. He focuses primarily on the Industrial sector and has been involved in 3i’s investments in MoldMasters, Quintiles, Q Holding, Dynatect (formerly A&A Manufacturing) and Hilite. He currently sits on the Boards of Quintiles, Q Holding and Dynatect. Prior to joining 3i, Richard was a Principal at Halyard Capital, where he invested in companies in the Media, Business Services and Communications sectors. Prior to joining Halyard, Richard was an Associate at Entrade, where he invested in Technology and Internet infrastructure businesses. Richard began his career at Security Capital’s Preferred Growth Private Equity fund. Richard is actively involved in several non-profit organisations and is the President of the New York Private Equity Network. Richard received a B.A. in Economics from Williams College.
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About 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
Andrew Olinick
Partner, Managing Director of 3i Group
Andrew Olinick joined 3i in 2007. He is the Head of Business Services at 3i and has played a key role in 3i’s investments in Element Materials Technology, JMJ Associates and TouchTunes. He currently sits on the Boards of Element Materials Technology and JMJ Associates. Prior to joining 3i, Andrew was an Associate at VSS, where he focused on the media, business services and education sectors. At VSS, Andrew was involved in the Cambium Learning, Tranzact, MediZine and Ipreo investments. Prior to joining VSS, Andrew was an Associate at ZelnickMedia, a media-focused private equity and turnaround management firm. Andrew received an M.B.A. from The Wharton School at the University of Pennsylvania and a B.S. from the Leeds School of Business at the University of Colorado at Boulder.
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About 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
Rahul Lulla
Associate Director of 3i Group
Rahul Lulla joined 3i in 2012 as a member of the North American Private Equity team. He focuses on the Industrial and Business Services sectors and has been involved in 3i’s investments in MoldMasters, Quintiles, TouchTunes and Dynatect. He is currently an Observer on the Board of Directors of Dynatect. Prior to 3i, Rahul worked at Monitor Clipper Partners in Boston, where he focused on investments in business services, consumer and financial services. Prior to this, Rahul worked at Credit Suisse in New York where he was a member of the Investment Banking Division’s Healthcare Group. Rahul received a B.A. in Economics and Mathematics with Honors from Vassar College, and an M.B.A. with Honors from Columbia Business School.
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About 3i Group, 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
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.
Anurag Bajaj
Managing Director, Head of Transaction Banking, Americas of Standard Chartered Bank
Anurag Bajaj is Regional Head for the Americas and the Global head of Correspondent Banking, for Standard Chartered’s Transaction Banking business. As the head of the Americas Transaction Banking business, he leads a team responsible for developing and implementing trade, cash and securities services propositions for Standard Chartered’s Corporate and Financial Institution clients. He also leads sales, product, innovation and service teams globally for Correspondent Banking propositions offered to clients in 100+ countries. Prior to this, Anurag was Head of Sales for the Correspondent Banking business. He has also worked in Product Management with responsibility for Standard Chartered’s Clearing and Liquidity Management products across 38 markets – ensuring the provision of payments, collections and liquidity management services for institutional clients. Before joining Standard Chartered Bank, he was a consultant at Booz & Company in London, where he worked with financial services firms in strategy design / execution and operational turnarounds. Anurag holds an MBA from the Wharton School at the University of Pennsylvania and a Master’s degree in Computer engineering from The University of Michigan, Ann Arbor.
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About Standard Chartered Bank: Standard Chartered Bank is an international banking group.
Michael Graham
Managing Director, Senior Internet Analyst, Director of Research of Canaccord Genuity Group
Mike Graham is a Managing Director and Senior Equity Analyst at Canaccord covering the Internet, Blockchain, and Cryptoassets sectors. Mike joined Canaccord in 2011 and has over 20 years of technology, media, and telecom investment experience. He was a sell-side Internet analyst at Robertson Stephens in the ‘Internet 1.0’ boom of the late 1990s, and he spent over five years on the buy side as a TMT analyst at Columbia Management. He also is the U.S. Director of Research. Mike is a graduate of the U.S. Military Academy at West Point and former Infantry officer in the Army, and he earned an MBA in Finance at the University of North Carolina at Chapel Hill.
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About Canaccord Genuity Group: Canaccord Genuity is a global, full-service investment bank focused on growth companies.
John Stack
Managing Director, Head of Aerospace & Defense Investment Banking of Canaccord Genuity Group
John Stack, Managing Director at Canaccord Genuity and leader of the aerospace & defense (A&D) practice investment banking practice in NYC, has nearly 30 years’ global strategy, business development and M&A experience focusing on publicly-held and private companies. He is well-positioned to assist companies with growth, liquidity events and the sale of non-core businesses given his strong industry knowledge, strategic and operational perspectives, vast global network and extensive transaction experience. He has worked across the A&D value chain. Prior to banking, he was VP, Strategy & Business Development and a member of the Senior Leadership Team at Cessna Aircraft Company, where he led the Columbia Aircraft acquisition. Prior to that, he was Director, Strategy Development & International at Textron, where he helped reshape the company’s business portfolio and worked with company presidents on strategic plans, operational challenges and growth. During the course of his career, he has led project and joint venture teams in more than 15 countries in Europe, the Middle East, Africa and Asia, and he lived in Switzerland for more than four years. John holds a degree in Business Administration from Bryant University and an MBA from Fordham University. He is a commercial pilot with instrument and multi-engine ratings. He also is a certified Six Sigma Green Belt and proficient in French.
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About Canaccord Genuity Group: Canaccord Genuity is a global, full-service investment bank focused on growth companies.
Alastair Borthwick
Managing Director of Bank of America Merrill Lynch
Alastair Borthwick serves as the Head of Global Commercial Banking at Bank of America Corporation. Borthwick has been Co-head of Global Capital Markets business at BofA Merrill Lynch since February 2010. Borthwick is responsible for further building the global footprint of the capital markets business. He served as Head of investment-grade debt capital markets of Bank of America Corp. since October 2005. He served as Managing Director of Bank of America Securities LLC since October 2005. Borthwick is a 12-year veteran of Goldman, Sachs & Co. He served as Head of global investment grade capital markets at BofA Merrill Lynch since joining it in 2005.
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About Bank of America, Bank of America Merrill Lynch: Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America.
Kabir Sethi
Managing Director, Head of Digital Wealth Management of Bank of America Merrill Lynch
Kabir Sethi serves as managing director and head of digital wealth management at Bank of America. He is responsible for the digital platforms across Global Wealth & Investment Management, including Merrill Lynch Wealth Management and Bank of America Private Bank (formerly U.S. Trust). Kabir manages the digital wealth client and financial advisor experience and the advisor social media platforms. In his current role, Kabir leads digital wealth strategy & innovation, product management, user experience, portfolio management, and digital adoption. Prior to that, Kabir was responsible for Bank of America’s Consumer Banking digital platforms and capabilities. In his role, Kabir oversaw digital strategy development & planning, digital product development, user experience & design, portfolio management & execution and innovation. Previously, Kabir was the head of Merrill Edge Business Integration & Delivery, where he managed the integration of the Bank of America and Merrill Lynch digital platforms into a single investments platform. Merrill Edge is a unique business that combines the investment expertise of Merrill Lynch and the banking strength of Bank of America. Prior to joining Merrill Edge, Kabir served in Merrill Lynch Global Investment Banking (IBK) & Private Equity. Before joining Merrill Lynch, Kabir worked at Booz Allen Hamilton in New York, a leading global management consulting firm. He worked in the Financial Services practice from 2000-04, advising a broad range of senior clients across areas of business strategy, operations, and organizational change. Kabir holds graduate degrees from Columbia University and the Indian Institute of Management (IIM), Ahmedabad, India.
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About Bank of America Merrill Lynch: Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America.
Devon McConnell
Managing Director Head of Digital of Wells Fargo Advisors
Devon McConnell is head of Digital at Wells Fargo Advisors, LLC. She is responsible for the vision, strategy, development and ongoing management of the firm’s Direct Investing Business and digital client experiences. Devon sits on the Wells Fargo Advisors Operating Committee. Prior to joining Wells Fargo Advisors in August 2014, Devon was the vice president of Product and User Experience Design for AmericanExpress.com. Earlier, she served as head of digital client strategy for JP Morgan Asset Management. Prior to her work at American Express and JP Morgan, Devon was a senior vice president and product director for Citigroup. Devon earned her master’s degree from Columbia Business School and a bachelor’s degree from Barnard College. Devon holds FINRA series 7 and 24 registrations.
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About Wells Fargo Advisors: Wells Fargo Advisors provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.
