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 United States based Managing Director operating in the Banking space. If you think a Managing 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.
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Jeff Vergamini
Managing Director of Deutsche Bank
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About Deutsche Bank, Morgan Stanley: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
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.
Jason A. Kreuziger
Managing Director of Goldman Sachs
Jason Kreuziger is a member of the Growth Equity Investing Group within the Merchant Banking Division (MBD) at Goldman Sachs. He is responsible for leading the private equity investments of high-growth businesses in the Software, Business Services and Healthcare sectors in North America. Jason joined Goldman Sachs first in 2008 as a member of the Technology, Media and Telecommunications Investment Banking Group, and returned to Goldman Sachs in 2014. He now serves as a Managing Director in the Growth Equity Investment Group. Prior to re-joining the firm, Jason was a member of the private equity investment team at Summit Partners where he focused on investments in the communications technology and software sectors. Before that, he worked as an investment banker at the Royal Bank of Canada and as a management consultant at ZS Associates. Jason is a CFA charterholder, and holds both Series 7 and Series 79 securities licenses. Jason earned an MBA from Harvard Business School in 2008, and a BBA with honors degree in (i) Finance, Investment and Banking, and (ii) Information Systems from the University of Wisconsin – Madison in 2002. Outside of work, Jason is an outdoors enthusiast, enjoying distance running, triathlons, hiking, cycling, snowboarding, skiing, and sailing. He also enjoys international travel and collecting local currency from countries he visits.
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About Goldman Sachs: 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.
Joe Porter
Managing Director – Tech Investment Banking of Goldman Sachs
Joe Porter is a Managing Director – Tech Investment Banking at Goldman Sach. He was a managing director in the Technology, Media and Telecom (TMT) Group and the Merger & Acquisitions Group within the Investment Banking Division (IBD). Before moving to San Francisco and his current role, he worked in the Executive Office in New York City from 2012 to 2013 with the firm’s executive leadership to develop and execute strategic and client initiatives. Earlier in his career, Joe was a member of the Global Consumer Retail Group in IBD from 2007-2012 and a member of the PSI Group from 2005-2007. He joined Goldman Sachs as an analyst in 2005 and was named Managing Director in 2017 Joe earned a BS in Accounting from Brigham Young University in 2005.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Mark Midle
Managing Director of Goldman Sachs
Mark Midle joined Limelight’s Board of Directors in June 2015. Midle is a Vice President in Goldman, Sachs & Co.’s Merchant Banking Division, where he oversees investments in growth stage, technology-driven companies. Before joining Goldman Sachs, Midle spent over a decade investing in technology and technology-enabled services companies while at firms including Bain Capital and The Blackstone Group. Previously, Midle was a consultant at McKinsey & Co., and he began his career in Morgan Stanley & Co.’s Investment Banking Division. Midle has a B.A. from the University of North Carolina and an M.B.A. from The Wharton School at the University of Pennsylvania.
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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.
Ryan Limaye
Managing Director, Co-head Global Technology Investment Banking of Goldman Sachs
Ryan Limaye is a Managing Director, Co-head Global Technology Investment Banking 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 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.
James Donovan
Managing Director of Goldman Sachs
James Donovan, aka Jim Donovan became a Managing Director at Goldman Sachs & Co. in 1993. where he has worked in the areas of corporate strategy, investment banking and investment management. Since joining the firm in 1993 Donovan has held many leadership roles. These include: heading The Client Experience Task Force, heading the Strategic Lead Management, heading Investment Management Services, serving as a member of the Private Wealth Management Operating Committee and serving as the chairman of Investment Management Division Labs. In addition, between 2002 and 2006 he served on the Goldman Sachs Philanthropy Fund board. Donovan received a BS in Chemical Engineering from MIT, an MBA from the MIT Sloan School of Management and a JD from Harvard Law School. He is an active alumni of these schools, having a place on both MIT’s Corporation Development Committee and Athletic Committee, as well as a Friend of MIT Crew and a former MIT Crew Varsity Oarsman. In addition – to help students from financially-impaired backgrounds – in 2000, Donovan established an MIT Scholarship Fund. He is also an adjunct professor at the University of Virginia, teaching classes on corporate strategy and leadership. Jim Donovan extends his philanthropic commitment beyond the educational scope. He is a member of the Board of the Foundation for the National Institutes of Health, the Board of Trustees of the Dana-Farber Cancer Institute, and The Lank Center for Genitourinary Oncology. After the death of his friend to cancer, Donovan created the Jim Donovan Fund for Prostate Cancer Research at DFCI in 2008. His endowment provides critical support to Mission Possible: The Dana Farber Campaign to Conquer Cancer. James Donovan lives in Virginia with his four children. An avid runner, he runs road races to raise money for cancer prevention and treatment. Various publications have featured Donovan for his achievements and contributions, including Fortune Magazine and Harvard Alumni Magazine.
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About Goldman Sachs, Goldman Sachs, University of Virginia: 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.
John Goldstein
Managing Director of Goldman Sachs
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About Goldman Sachs, Imprint Capital: 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.
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.
Maeve DuVally
Managing Director of Corporate Communications of Goldman Sachs
Maeve DuVally is the managing director of corporate communications 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.
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.
Michael Dente
Managing Director of Goldman Sachs
Michael Dente 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.
Thomas Dunlap
Managing Director of Goldman Sachs
Tom is global head of Reference Data Operations and the Salt Lake City head of Operations Data Quality Management. He serves as co-chair of the Pricing Consistency Governance Group and as a member of the firm’s Federal Reporting Oversight Committee, the Private Wealth Management Valuation Committee, and the Operations Division’s Data Quality Management Committee and Financial Reform Steering Group.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
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.
Kristen Stephens
Managing Director & Head of Credit Strategies of UBS
Kristin Stephens is an Executive Director and the Head of Credit Strategies for the UBS Public Finance Department. In this capacity, she works with a variety of governmental issuers and non-profit organizations to help achieve their goals in accessing the tax-exempt and taxable fixed income markets. Building upon nearly twenty years of experience in municipal credit analysis, Kristin applies a deep knowledge of the high-grade and high-yield sectors to apprise clients of industry trends and developments, provide innovative credit solutions, develop rating agency strategies, and enhance investor outreach. Previously the Senior Municipal Credit Strategist for the UBS Chief Investment Office, Kristin has shared her knowledge of municipal credit with UBS clients and financial advisors for nearly a decade. In this role, she was a lead contributor to the monthly Municipal Market Guide and other municipal credit publications. Before joining UBS in 2008, Kristin held positions in bond insurance as an underwriting analyst at ACA Financial Guaranty Corporation and as a sell-side credit analyst at JPMorgan Securities Inc., where she worked with many municipal issuers as well as institutional investor clients. Kristin earned her bachelor’s degree in economics and political science from Northwestern University in Evanston, Illinois. She maintains FINRA Series 7 and 63 securities licenses. Kristin is a former chair of the Municipal Analysts Group of New York (MAGNY) and served as a member of the Board of Governors of the National Federation of Municipal Analysts (NFMA) from 2015-16. She is a member of Northeast Women in Public Finance and of 100 Women in Finance. Kristin was named a Rising Star by The Bond Buyer in 2016.
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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.
Bob Casey
Managing Director, Co-Head of Software Investment Banking, Americas 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.
Kraleigh Woodford
Managing Director, Head of Digital Client Experience of UBS
Kraleigh Woodford is the Managing Director and Head of Digital Client Experience at UBS.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Andrew Nakahata
Managing Director and Regional Head of Public Finance West Region of UBS
Andy Nakahata is a Managing Director and Regional Head of Public Finance, West Region for UBS Financial Services Inc. Andy has 25 years of public finance experience across several firms and roles in the municipal bond industry. Andy has assisted clients in executing a range of financing products and structures – fixed rate bonds, floating rate bonds, current interest and capital appreciation bonds, floating rate bonds, TRANs, BANs and commercial paper. Andy has worked across a wide variety of credits as his clients have included state and local governments, higher education institutions, healthcare institutions, public utilities and 501(c)3 organizations. Andy serves on the Board of Directors of Asian Americans in Public Finance and the Marin Country Day School. He holds a master’s degree in public and private management (MPPM) from the Yale School of Management and a B.A. degree from Wesleyan University.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Darshan Dave
Managing Director of State Street
Darshan Dave is the Managing Director of State Street.
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About State Street: State Street is a leading financial services provider serving some of the world’s most sophisticated institutions.
Kevin Griffin
Senior Managing Director/SSgA of State Street
Kevin is a Senior Managing Director of State Street Global Advisors and the Global Head of Investment Operations. In this role, he has overall responsibility for providing operational support to the Investment, Trading and Client Relationship Teams. Kevin is a member of the firm’s Executive Management Group. Prior to joining SSGA in March 2008, Kevin was a member of the senior leadership team in State Street’s Global Services Division, with responsibility for custody, accounting and relationship management for more than 15 of State Street’s most significant client relationships. He began working at State Street in 1984 and has held numerous managerial positions during his more than 25- year career. Kevin holds a BS in Accounting and Finance from the University of Massachusetts, Boston.
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About State Street: State Street is a leading financial services provider serving some of the world’s most sophisticated institutions.
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.
Prashant Dhingra
Managing Director – Machine Learning 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.
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.
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.
Gulrukh Ahanger
Managing Director, Head of Cyber Security & Fraud Technology 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.
Katie Taormino
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.
Reetika Grewal
Managing Director, Digital 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.
Matt Arnold
Managing Director and Global Head of Sustainable Finance of JP Morgan Chase
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About JP Morgan Chase, PwC: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Pamela Aldsworth
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.
Anuj Mathur
Managing Director of Moelis & Company
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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.
Osei Van Horne
Managing Director, Founding Member (Venture & Growth Equity Investor) of Wells Fargo
Managing Director and founding member of the Technology Division of Wells Fargo Strategic Capital (merchant bank), a multi-strategy growth capital and private equity investment vehicle, based in Palo Alto, California. In 2020, named a top 50 venture investor by Global Corporate Venturing. Operationally-oriented lean/6-sigma trained, private investment professional with over 15 years of transaction experience across multiple sub/asset classes including early-stage (Series A-B), growth equity (Series C-F), private equity (mid-market buyout), mezzanine debt and special situations. Experience across multiple market cycles, evaluating and executing deals in a variety of sectors including, PropTech, logistics tech, application software (AI/ML), broadcast and digital media, consumer electronics and packaged goods, as well as food and retail. Experience opening new offices as well as recruiting, building (0 – 20 FTEs), training, and managing cross-functional teams. Establishing and managing outbound and partnership-driven deal sourcing strategies, driving top quartile deal flow outcomes, per David Teten deal flow benchmarking research. Experience fundraising from institutional limited partners (U.S. public pensions, sovereign wealth funds, fund-of-funds investors, and North American family offices). Experience bidding on co-investment separate account programs.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sid Vyas
Managing Director – Head of Wealth and Trust Technology of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
April Frazer
Managing Director, Head of Banks, Financial Institutions Corporate and Investment Banking of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Marshall Taylor
Managing Director of Houlihan Lokey
Marshall Taylor is a Managing Director with Alvarez & Marsal Transaction Advisory Group in Nashville. With more than five years of transaction-related experience, Mr. Taylor specializes in financial accounting due diligence projects for both private equity firms and strategic buyers. He advises clients on assessing quality of earnings, leverage recapitalizations, purchase accounting, SEC reporting and GAAP accounting, as well as complex acquisitions involving carve-outs of public and private companies. Mr. Taylor primarily focuses on serving clients in the healthcare and life sciences industries, including acute and sub-acute care hospitals, outpatient physical therapy, durable medical equipment, home health, hospice, managed care, nurse staffing, disease management and specialty pharmaceuticals. Additionally, he has performed financial accounting due diligence projects across various other industries, including manufacturing, entertainment, transportation, consumer products and software. Prior to joining A&M, Mr. Taylor was a senior manager with the transaction advisory services practice of Ernst & Young LLP in Nashville. Previously, he was with the assurance & advisory business services practice of Ernst & Young LLP. He began his career with the audit & business advisory practice of Arthur Andersen. Mr. Taylor earned a bachelor’s degree in business administration and a master’s degree in accountancy from the University of Tennessee. He is a Certified Public Accountant (CPA) in Tennessee, and an active member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA). Mr. Taylor is currently a member of the Healthcare Conference Committee of the TSCPA. Additionally, he has earned the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Institute and the CFA Society of Nashville.
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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.
AF_initDataCallback({key: \’ds:1\'” alt=”” class=”wp-image-14850″ width=”154″ height=”152″/>Larry DeAngelo
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.
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.
Jon McCarter
Managing Director & National Energy Leader for Transaction Advisory Services 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.
Jon McCarter
Managing Director & National Energy Leader for Transaction Advisory Services 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.
Sandeep Tyagi
Chairman and Managing Director of Estee Advisors
Tyagi is the Chairman and Managing Director of Estee Advisors, an investment management company focused on providing risk-optimized returns through predictive models and data analytics. Prior to Estee Advisors, Tyagi was the Founder and CEO of Inductis, a consulting and outsourcing firm that he founded in 2000. Its mix of world-class business consulting and state-of-the-science analytical capabilities & infrastructure assisted diversified financial services companies with marketing optimization and risk management. Inductis was merged with EXL Service in 2006. Prior to founding Inductis, he was a partner and the head of e-business and data analytics practices at the Mitchell Madison Group (MMG), a global strategy consulting firm. He serves as a Board Member of the Young Presidents Organization (YPO), Delhi Chapter and also of the Indian Institute of Technology, Delhi Excellence Foundation. He also received the 40 Under 40 Award in New Jersey in 2006.
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About Estee Advisors, Gulaq: Estee Advisors is a quant-based investment management and execution services provider.
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.
Tom Amster
Senior Managing Director, Head of US Financial Sponsors 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.
Greg Callman
Global Head, Energy Technology & Solutions, Senior 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.
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.
Stephanie Schiller Wissink
Managing Director of Jefferies
Stephanie Wissink joined Jefferies in May 2017 as Managing director, senior research analyst covering consumer products. Stephanie has 16 years of Equity Research experience, previously with Piper Jaffray, covering similar industries. Stephanie’s specific areas of expertise are demographics, distribution evolution, and demand dynamics. She collaborates with Jefferies global team of consumer analysts on key themes in trend-oriented consumer goods categories including beauty, entertainment/media, leaked, and wellness. Steph is a graduate of St. Olaf College with degrees in Finance and Marketing.
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About Jefferies: Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
John Metz
Managing Director of Jefferies
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About Jefferies: Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
Steve West
Managing Director of Jefferies
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About Jefferies: Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
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.
David Windley
Managing Director of Jefferies
David Windley joined Jefferies LLC in August 2000 as a founding member of Jefferies’ health care industry practice. A managing director of the company, he is also an equity research analyst covering health care service companies in managed care, contract research, contract manufacturing and HCIT. Prior to Jefferies, he was a senior analyst at J.C. Bradford & Co. from 1998 to 2000. Windley has been recognized five times in the Wall Street Journal’s Best on the Street Survey, including a No. 1 ranking in pharmaceuticals in 2005 and the top rank in health care services in 2007 and 2009. A six-time Starmine Analyst Award recipient, he received his MBA from the Owen Graduate School of Management at Vanderbilt University.
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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.
Jeremy Takle
Managing Director, Head of US Digital Consumer Bank of Barclays
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About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
Jeff Schottenstein
Senior Managing Director and Wealth Manager, First Republic Investment Management of First Republic Bank
Jeff Schottenstein is a Senior Managing Director and Wealth Manager with First Republic Bank in San Francisco. Prior to joining First Republic Bank in 2018, he served as a Managing Director with Merrill Lynch for over 15 years. Mr. Schottenstein began his career in the private wealth management industry with Montgomery Securities and later with Thomas Weisel Partners, both as a Principal. He has been named as one of the nation’s top 15 financial advisors by Barron’s. Mr. Schottenstein graduated from the University of Wisconsin–Madison with a BS in English and the Kellogg School of Management at Northwestern University with an MBA in Finance. Mr. Schottenstein is a member of the Stanford Cancer Council, the Dana Farber Presidential Visiting Committee for Gastrointestinal Oncology and a board member of the Gastric Cancer Foundation. As an advocate for cancer research, Mr. Schottenstein has helped develop multiple initiatives. His work includes co-sponsoring the first Stand Up to Cancer gastric cancer research team focused on early interception and partnering with Stanford University to co-sponsor a novel combination immunotherapy clinical trial for gastric cancer patients. In 2018, Mr. Schottenstein received the Ellis Island Medal of Honor for his support of gastric cancer and patient advocacy.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
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.
Richard (Rick) Gordon
Senior Managing Director of First Republic Bank
Richard (Rick) Gordon is the Senior Managing Director at First Republic Private Wealth Management.
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About First Republic Bank: 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.
Carl Chiou
Managing Director, Co-Head of TMT Equity Capital Markets 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 Leggett
Managing Director of Mithril Capital Management
Paul Leggett is a Managing Director and member of the investment team at Mithril Capital Management, where he holds board roles with portfolio companies in sectors ranging from robotics to enterprise SaaS, energy and space services. He is also an appointee to the U.S. Department of Energy’s Hydrogen and Fuel Cell Technical Advisory Committee (HTAC). Prior to Mithril, Paul helped lead Morgan Stanley’s Clean Technology investment banking team and was a member of the firm’s Environmental Committee. Previously, he held roles in the firm’s Global Mergers & Acquisitions and Global Sustainable Finance teams. Paul received a BA in Political Economy from Tulane University and a MBA from the Darden School of Business at the University of Virginia.
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About Mithril Capital Management: Mithril is a global technology investment firm investing in the technology, macroeconomics and finance sectors.
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.
Brian Hahn
Managing Director and Wealth Advisor of Neuberger Berman Group
Brian Hahn is a Managing Director at Neuberger Berman in the company’s Private Wealth Management group. Based in Chicago, Brian and his team of wealth advisors specialize in the design and implementation of strategic and tactical asset allocation programs, incorporating both traditional and alternative investment solutions. In 2015, he was named by Barron’s as one of the Top 100 Financial Advisors in America and ranked #6 in Illinois on Barron’s Top 1,200 Financial Advisors by state. Brian is also heavily involved with Changing Worlds, where he has served on the board since 2005
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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.
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
