A Talented, Experienced and Impactful Team
Ardea is a partnership composed of exceptional banking and operations professionals who together strive to provide outstanding service to our clients. We take pride in our deeply experienced and highly diverse team representing 19 nationalities and 15 languages spoken. We will grow our team by hiring highly-qualified individuals who will be additive to our unique, collaborative culture. We aim for every person at Ardea to become commercially and culturally impactful to the firm.


Gregory Lee
Partner
/
Advisory Team


Gregory Lee
Advisory Team
Greg was previously a Senior Managing Director at Evercore Partners focusing on a variety of sectors including Media, Retail and Technology. Prior to joining Evercore, he spent 20 years at Goldman, Sachs & Co. where he was a Partner and Managing Director and held a number of leadership roles including COO of the Mergers Leadership Group and Head of the Global Telecom Group.
Ardea Partners LP 2020 - Present
Evercore Partners 2014 - 2020
Goldman, Sachs & Co. 1994 - 2013
Linklaters & Paines 1992 - 1993
Arthur Robinson & Hedderwicks 1986 - 1987, 1991
High Court of Australia 1988 - 1989
Other Affiliations
Association to Benefit Children
Board Member*
2000 - Present
Fresh Air Fund
Board Member
2015 - Present
Education
Columbia University
LLM, Olin and Wien Fellowships*
1990
University of Melbourne
LLB, Honours, B.Comm, With Honours, Royal Military College, Duntroon
1981


Gregory Lee
Advisory Team
Greg was previously a Senior Managing Director at Evercore Partners focusing on a variety of sectors including Media, Retail and Technology. Prior to joining Evercore, he spent 20 years at Goldman, Sachs & Co. where he was a Partner and Managing Director and held a number of leadership roles including COO of the Mergers Leadership Group and Head of the Global Telecom Group.


Hernán Machado
Associate
/
Advisory Team


Hernán Machado
Advisory Team
Hernán worked at Citigroup from 2021 – 2022 as an Investment Banking Analyst in the Financial Institutions Group, advising clients in the insurance and asset management sectors. Hernán earned a BS in Accounting and Finance from Iowa State University, graduating Summa Cum Laude.


Hernán Machado
Advisory Team
Hernán worked at Citigroup from 2021 – 2022 as an Investment Banking Analyst in the Financial Institutions Group, advising clients in the insurance and asset management sectors. Hernán earned a BS in Accounting and Finance from Iowa State University, graduating Summa Cum Laude.


Huan Nguyen
Senior Compliance Officer
/
Operations Team


Huan Nguyen
Operations Team
Huan began his career as a Compliance Associate at Deutsche Bank from 2016-2019 before moving to Citigroup in 2019, where he joined the Investment Banking Coverage Compliance team. Most recently from 2022-2024, he returned to Deutsche Bank as Vice President on the Business Line Compliance team advising the Investment Banking Coverage and Equity Capital Markets teams. Huan earned a BA from Connecticut College and his JD from Brooklyn Law School.


Huan Nguyen
Operations Team
Huan began his career as a Compliance Associate at Deutsche Bank from 2016-2019 before moving to Citigroup in 2019, where he joined the Investment Banking Coverage Compliance team. Most recently from 2022-2024, he returned to Deutsche Bank as Vice President on the Business Line Compliance team advising the Investment Banking Coverage and Equity Capital Markets teams. Huan earned a BA from Connecticut College and his JD from Brooklyn Law School.
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Ivan Ross
Partner
Co-Founder
/
Advisory Team
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Ivan Ross
Advisory Team
Ivan is a co-founder of Ardea Partners. Prior to the firm's inception, Ivan was at Goldman, Sachs & Co. leading the Corporate Finance Solutions Group, where he pioneered many of the firm’s successful innovations in M&A and finance transaction structures.
Ardea Partners LP 2016 - Present
Mason Capital 2011 - 2016
Goldman, Sachs & Co. 1992 - 2011
Skadden, Arps, Slate, Meagher & Flom 1986 - 1992
Other Affiliations
School of Arts and Sciences at University of Pennsylvania
Board Member*
2018 - Present
Katz Center for Advanced Judaic Studies, University of Pennsylvania
Chairman of the Board of Advisors
2007 - Present
Jacobson Leadership Center, NYU School of Law
Board of Overseers
2009 - 2019
ATS Automation and Tooling Systems
Board Member
2014 - 2017
Education
New York University
JD, order of the coif*
1986
University of Pennsylvania
BSE, magna cum laude
1983
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Ivan Ross
Advisory Team
Ivan is a co-founder of Ardea Partners. Prior to the firm's inception, Ivan was at Goldman, Sachs & Co. leading the Corporate Finance Solutions Group, where he pioneered many of the firm’s successful innovations in M&A and finance transaction structures.


Jacob Neufang
Associate
/
Advisory Team


Jacob Neufang
Advisory Team
Jacob worked at the Canadian Imperial Bank of Commerce (CIBC) from 2020 – 2021 as an Investment Banking Analyst in the Mergers and Acquisitions group. Jacob earned a Bachelor of Commerce from Queen’s University.


Jacob Neufang
Advisory Team
Jacob worked at the Canadian Imperial Bank of Commerce (CIBC) from 2020 – 2021 as an Investment Banking Analyst in the Mergers and Acquisitions group. Jacob earned a Bachelor of Commerce from Queen’s University.


James Amen
Managing Director
/
Advisory Team


James Amen
Advisory Team
James worked at FFL Partners, a San Francisco-based private equity firm, from 2015 – 2016 as an Associate. He focused on evaluating investments in middle-market companies in the Consumer, Business Services and Industrial sectors. Prior to that, James started his career in 2012 at Peter J. Solomon Company as an Investment Banking Analyst, advising retail companies on M&A and financing transactions. James earned a BS in Applied Mathematics and Economics from Brown University, graduating Phi Beta Kappa and Magna Cum Laude.


James Amen
Advisory Team
James worked at FFL Partners, a San Francisco-based private equity firm, from 2015 – 2016 as an Associate. He focused on evaluating investments in middle-market companies in the Consumer, Business Services and Industrial sectors. Prior to that, James started his career in 2012 at Peter J. Solomon Company as an Investment Banking Analyst, advising retail companies on M&A and financing transactions. James earned a BS in Applied Mathematics and Economics from Brown University, graduating Phi Beta Kappa and Magna Cum Laude.


James Del Favero
Co-Founder and Vice Chairman
/
Advisory Team


James Del Favero
Advisory Team
James is a Co-Founder and Vice Chairman of Ardea Partners. Prior to that, James worked for 27 years at Goldman, Sachs & Co. in the London, Paris, Sydney, and New York offices. From 2007 he was Head of Cross-Border M&A and Chairman of the Global Fairness Committee.
Ardea Partners LP 2017 - Present
Goldman, Sachs & Co. 1989 - 2016
The First Boston Corporation 1987 - 1989
The Boston Consulting Group 1985 - 1987
Schumberger Wireline Services 1981 - 1982
Other Affiliations
Brasenose College, Oxford
Honorary Fellow
2018 - Present
The Royal Institute for Foreign Affairs (Chatham House)
Chairman's Circle
2022 - Present
Education
Oxford University
BA, Engineering Science
First Class Honours
1981
MIT
MS, Nuclear Engineering
1983
INSEAD
MBA, with Distinction
1984


James Del Favero
Advisory Team
James is a Co-Founder and Vice Chairman of Ardea Partners. Prior to that, James worked for 27 years at Goldman, Sachs & Co. in the London, Paris, Sydney, and New York offices. From 2007 he was Head of Cross-Border M&A and Chairman of the Global Fairness Committee.


Jason Chen
Analyst
/
Advisory Team


Jason Chen
Advisory Team
Jason worked as a Sophomore and Junior Analyst Intern at Ardea Partners in 2022 and 2023 before joining as a full-time Investment Banking Analyst in 2024. He earned a BA in Economics from the University of Chicago, graduating Cum Laude.


Jason Chen
Advisory Team
Jason worked as a Sophomore and Junior Analyst Intern at Ardea Partners in 2022 and 2023 before joining as a full-time Investment Banking Analyst in 2024. He earned a BA in Economics from the University of Chicago, graduating Cum Laude.

Javier De Vicente Moreno
Associate
/
Advisory Team

Javier De Vicente Moreno
Advisory Team
Javier worked at RBC Capital Markets from 2021 – 2023 as an Investment Banking Associate in the Utilities, Renewables and Energy Transition team. He started his career in 2019 at NatWest Markets, covering specialist lenders. Javier earned a BS in International Business from Universitat de València and a MS in Finance from IE Business School.

Javier De Vicente Moreno
Advisory Team
Javier worked at RBC Capital Markets from 2021 – 2023 as an Investment Banking Associate in the Utilities, Renewables and Energy Transition team. He started his career in 2019 at NatWest Markets, covering specialist lenders. Javier earned a BS in International Business from Universitat de València and a MS in Finance from IE Business School.


Jeff Wight
Vice President
/
Advisory Team


Jeff Wight
Advisory Team
Jeff worked at Evercore from 2020 – 2022 as an Investment Banking Analyst, advising clients in the Financial Services sector. Jeff earned a BS in Finance and a MS in Financial Mathematics from the University of Connecticut.


Jeff Wight
Advisory Team
Jeff worked at Evercore from 2020 – 2022 as an Investment Banking Analyst, advising clients in the Financial Services sector. Jeff earned a BS in Finance and a MS in Financial Mathematics from the University of Connecticut.


Jeffrey Schackner
Partner
/
Advisory Team


Jeffrey Schackner
Advisory Team
Jeffrey was previously at Citigroup as Head of Global Consumer Products Investment Banking and a member of Citi’s North American Corporate and Investment Banking Management Committee.
Ardea Partners LP 2018 - Present
Citigroup 2000 - 2017
Schroders PLC 1997 - 2000
Other Affiliations
The Whitney Museum of American Art
Co-Chair, Director's Council and Drawings Acquisition Committee
Education
Hamilton College
BA
1989
Columbia Business School
MBA, Highest Honors
1996


Jeffrey Schackner
Advisory Team
Jeffrey was previously at Citigroup as Head of Global Consumer Products Investment Banking and a member of Citi’s North American Corporate and Investment Banking Management Committee.


Jessica Fan
Managing Director
General Counsel
/
Operations Team


Jessica Fan
Operations Team
Jessica worked at Cleary Gottlieb Steen and Hamilton LLP as an Associate from 2012 - 2018 with a practice focused on public and private M&A. More recently, she worked as a Vice President at Barclays in the Bank Regulation, Treasury and M&A Legal and Regulatory Implementation teams. Jessica earned a BA from Occidental College and her JD from New York University School of Law.


Jessica Fan
Operations Team
Jessica worked at Cleary Gottlieb Steen and Hamilton LLP as an Associate from 2012 - 2018 with a practice focused on public and private M&A. More recently, she worked as a Vice President at Barclays in the Bank Regulation, Treasury and M&A Legal and Regulatory Implementation teams. Jessica earned a BA from Occidental College and her JD from New York University School of Law.


Joao Lanca Coelho
Associate
/
Advisory Team


Joao Lanca Coelho
Advisory Team
Joao worked at Barclays from 2021 - 2024 as an Investment Banking Associate in the UK Advisory team, focusing on advising clients on public M&A transactions. Joao earned an MA in Natural Sciences from the University of Cambridge.


Joao Lanca Coelho
Advisory Team
Joao worked at Barclays from 2021 - 2024 as an Investment Banking Associate in the UK Advisory team, focusing on advising clients on public M&A transactions. Joao earned an MA in Natural Sciences from the University of Cambridge.


Joe McCauley
Associate
/
Advisory Team


Joe McCauley
Advisory Team
Joe worked at Wells Fargo Securities from 2020 – 2021 as an Investment Banking Analyst in the Financial Institutions Group. Joe earned a BS in Finance and Minor in Statistics from Wake Forest University.


Joe McCauley
Advisory Team
Joe worked at Wells Fargo Securities from 2020 – 2021 as an Investment Banking Analyst in the Financial Institutions Group. Joe earned a BS in Finance and Minor in Statistics from Wake Forest University.


Jonathan Abass
Associate
/
Advisory Team


Jonathan Abass
Advisory Team
Jonathan worked at Barclays from 2022 - 2024 as an Investment Banking Analyst in the UK Advisory team, focusing on advising clients on public M&A transactions. Jonathan earned an MEng in Mechanical Engineering from the University of Warwick.


Jonathan Abass
Advisory Team
Jonathan worked at Barclays from 2022 - 2024 as an Investment Banking Analyst in the UK Advisory team, focusing on advising clients on public M&A transactions. Jonathan earned an MEng in Mechanical Engineering from the University of Warwick.


Jonathan Katiraei
Vice President
/
Advisory Team


Jonathan Katiraei
Advisory Team
Jonathan worked at Goldman, Sachs & Co. from 2020 – 2022 as an Investment Banking Associate in the Financial Institutions Group. Prior to that, Jonathan served as a Policy Advisor in the U.S. Treasury Department and worked as an Associate at Morgan Stanley focusing on structured derivatives. Jonathan earned BA degrees in Economics and Applied Mathematics from Columbia University and an MBA from The University of Chicago Booth School of Business, where he graduated with high honors.


Jonathan Katiraei
Advisory Team
Jonathan worked at Goldman, Sachs & Co. from 2020 – 2022 as an Investment Banking Associate in the Financial Institutions Group. Prior to that, Jonathan served as a Policy Advisor in the U.S. Treasury Department and worked as an Associate at Morgan Stanley focusing on structured derivatives. Jonathan earned BA degrees in Economics and Applied Mathematics from Columbia University and an MBA from The University of Chicago Booth School of Business, where he graduated with high honors.


Julien Petit
Partner
Co-Head of Europe
/
Advisory Team


Julien Petit
Advisory Team
Julien was previously at Goldman Sachs International as Head of M&A for the Financial Institutions Group in the EMEA region.
Ardea Partners International LLP 2019 - Present
Goldman Sachs International 1999 - 2019
Education
Ecole Polytechnique
MSC
1999


Julien Petit
Advisory Team
Julien was previously at Goldman Sachs International as Head of M&A for the Financial Institutions Group in the EMEA region.


Juliya Chekmarova
Partner
/
Advisory Team


Juliya Chekmarova
Advisory Team
Juliya was previously at Goldman, Sachs & Co. as Vice President in the Financial Institutions Group, focusing primarily on the life and P&C insurance industry globally.
Ardea Partners LP 2018 - Present
Goldman, Sachs & Co. 2012 - 2017
Credit Suisse 2009 - 2012
Education
Barnard College, Columbia University,
BA
2009


Juliya Chekmarova
Advisory Team
Juliya was previously at Goldman, Sachs & Co. as Vice President in the Financial Institutions Group, focusing primarily on the life and P&C insurance industry globally.


Kevin Alvarez
Analyst
/
Advisory Team


Kevin Alvarez
Advisory Team
Kevin worked at Perella Weinberg Partners from 2022 – 2024 as an Investment Banking Analyst in the Infrastructure Group. Kevin earned a BA in Economics and a Masters in International Business from the University of Florida.


Kevin Alvarez
Advisory Team
Kevin worked at Perella Weinberg Partners from 2022 – 2024 as an Investment Banking Analyst in the Infrastructure Group. Kevin earned a BA in Economics and a Masters in International Business from the University of Florida.


Kevin Lipstein
Financial Controller
/
Operations Team


Kevin Lipstein
Operations Team
Kevin worked at Cadre from 2017 – 2019 as the company’s Financial Controller and FINOP of the broker dealer. From 2011 – 2017, he worked at Blackstone where he was primarily responsible for the day-to-day activities and financial controls of the broker dealer. He began his career as an auditor at PwC. Kevin earned his BS in Accounting from Yeshiva University, holds FINRA Series 27 and 99 licenses, and is a Certified Public Accountant.


Kevin Lipstein
Operations Team
Kevin worked at Cadre from 2017 – 2019 as the company’s Financial Controller and FINOP of the broker dealer. From 2011 – 2017, he worked at Blackstone where he was primarily responsible for the day-to-day activities and financial controls of the broker dealer. He began his career as an auditor at PwC. Kevin earned his BS in Accounting from Yeshiva University, holds FINRA Series 27 and 99 licenses, and is a Certified Public Accountant.


Lucie Ondraschkova
Global Chief of Staff
/
Operations Team


Lucie Ondraschkova
Operations Team
Lucie worked at Goldman, Sachs & Co. from 2014 – 2016. She was an Investment Banking Analyst in the Financial Institutions Group focusing on financial technology and asset management. She is a member of Terry College of Business Department of Finance Advisory Board. Lucie earned a BBA in Finance, Economics and International Business from the University of Georgia.


Lucie Ondraschkova
Operations Team
Lucie worked at Goldman, Sachs & Co. from 2014 – 2016. She was an Investment Banking Analyst in the Financial Institutions Group focusing on financial technology and asset management. She is a member of Terry College of Business Department of Finance Advisory Board. Lucie earned a BBA in Finance, Economics and International Business from the University of Georgia.


Lucy Lu
Associate
/
Advisory Team


Lucy Lu
Advisory Team
Lucy worked at Onex Partners from 2021-2022, where she focused on evaluating investments across a range of sectors. From 2019-2021, Lucy worked at Goldman, Sachs & Co. as an Investment Banking Analyst in the Healthcare Group. Lucy earned a BA in Honors Business Administration from Ivey Business School at Western University.


Lucy Lu
Advisory Team
Lucy worked at Onex Partners from 2021-2022, where she focused on evaluating investments across a range of sectors. From 2019-2021, Lucy worked at Goldman, Sachs & Co. as an Investment Banking Analyst in the Healthcare Group. Lucy earned a BA in Honors Business Administration from Ivey Business School at Western University.


Manoj Nair
Managing Director
/
Operations Team


Manoj Nair
Operations Team
Manoj oversees special projects for Ardea Partners. He was previously the Chief Administrative Office and General Counsel of Ardea Partners from 2017-2023. He worked as an associate from 2008 – 2016 at Cleary Gottlieb Steen and Hamilton LLP with a broad international and domestic mergers and acquisitions practice as well as representing a major financial company on key commercial transactions. He received his BA from New York University and his JD from New York Law School.


Manoj Nair
Operations Team
Manoj oversees special projects for Ardea Partners. He was previously the Chief Administrative Office and General Counsel of Ardea Partners from 2017-2023. He worked as an associate from 2008 – 2016 at Cleary Gottlieb Steen and Hamilton LLP with a broad international and domestic mergers and acquisitions practice as well as representing a major financial company on key commercial transactions. He received his BA from New York University and his JD from New York Law School.


Mark Jazbik
Vice President
/
Advisory Team


Mark Jazbik
Advisory Team
Mark worked at Goldman, Sachs & Co. from 2016 – 2017. He was an Investment Banking Analyst in the Global Natural Resources Group focused on working with clients in Metals & Mining, Power & Utilities and Energy. Mark earned a BA in Economics from the University of Chicago.


Mark Jazbik
Advisory Team
Mark worked at Goldman, Sachs & Co. from 2016 – 2017. He was an Investment Banking Analyst in the Global Natural Resources Group focused on working with clients in Metals & Mining, Power & Utilities and Energy. Mark earned a BA in Economics from the University of Chicago.

Markus Tingvall
Analyst
/
Advisory Team

Markus Tingvall
Advisory Team
Markus worked as an off-cycle Analyst at Ardea Partners and a Private Equity Intern at Permira before joining Ardea Partners full-time as an Analyst in 2024. Markus earned a MSc in Finance from Stockholm School of Economics.

Markus Tingvall
Advisory Team
Markus worked as an off-cycle Analyst at Ardea Partners and a Private Equity Intern at Permira before joining Ardea Partners full-time as an Analyst in 2024. Markus earned a MSc in Finance from Stockholm School of Economics.


Martino Martucci
Managing Director
/
Advisory Team


Martino Martucci
Advisory Team
Martino worked at Barclays from 2010 – 2019 as a Director in the Power, Utilities and Infrastructure team in London focused on advising corporates and infrastructure funds on M&A and financing transactions. Martino earned a BSc in Business Administration and Economics from Bocconi University.


Martino Martucci
Advisory Team
Martino worked at Barclays from 2010 – 2019 as a Director in the Power, Utilities and Infrastructure team in London focused on advising corporates and infrastructure funds on M&A and financing transactions. Martino earned a BSc in Business Administration and Economics from Bocconi University.


Matt O'Brien
Assistant Financial Controller
/
Operations Team


Matt O'Brien
Operations Team
Matt worked at PJT Partners from 2022 to 2024 as an Associate within the controllership function. He previously worked as an auditor at KPMG from 2020 to 2022. Matt holds a BS and MS degrees in Accounting from Penn State University and is a Certified Public Accountant.


Matt O'Brien
Operations Team
Matt worked at PJT Partners from 2022 to 2024 as an Associate within the controllership function. He previously worked as an auditor at KPMG from 2020 to 2022. Matt holds a BS and MS degrees in Accounting from Penn State University and is a Certified Public Accountant.


Matt Palmer
Partner
/
Advisory Team


Matt Palmer
Advisory Team
Matt was previously at J.P. Morgan as Co-Head of North American Insurance Investment Banking, focusing primarily on the insurance distribution and services industry globally.
Ardea Partners LP 2023-Present
J.P. Morgan 2001-2023
Education
Bucknell University,
BSBA
2001


Matt Palmer
Advisory Team
Matt was previously at J.P. Morgan as Co-Head of North American Insurance Investment Banking, focusing primarily on the insurance distribution and services industry globally.


Matthew Clark
Executive Director
/
Advisory Team


Matthew Clark
Advisory Team
Matt worked at Morgan Stanley from 2012 – 2018, advising clients in the Natural Resources sector on M&A and financing transactions. Matt was based across Europe, the Middle East and Asia Pacific during his tenure. Matt earned a MS in Biochemistry from the University of Oxford.


Matthew Clark
Advisory Team
Matt worked at Morgan Stanley from 2012 – 2018, advising clients in the Natural Resources sector on M&A and financing transactions. Matt was based across Europe, the Middle East and Asia Pacific during his tenure. Matt earned a MS in Biochemistry from the University of Oxford.


Max Li
Vice President
/
Advisory Team


Max Li
Advisory Team
Max worked at Goldman, Sachs & Co. from 2019 – 2020 as an Investment Banking Analyst in the Global Natural Resources Group, where he advised clients in the Energy sector. In 2018, he worked at Wells Fargo Securities in the Corporate Finance Advisory group focused on special situations and transaction structuring. Max earned a BA in Economics from the University of Chicago.


Max Li
Advisory Team
Max worked at Goldman, Sachs & Co. from 2019 – 2020 as an Investment Banking Analyst in the Global Natural Resources Group, where he advised clients in the Energy sector. In 2018, he worked at Wells Fargo Securities in the Corporate Finance Advisory group focused on special situations and transaction structuring. Max earned a BA in Economics from the University of Chicago.

Michael Gregg
Executive Director
/
Advisory Team

Michael Gregg
Advisory Team
Prior to joining Ardea Partners, Michael worked at Citigroup from 2014 to 2024 across London and New York, most recently as a Director in the UK Investment Banking team. He has broad M&A, corporate finance and strategic advisory experience, in the US, UK, Ireland and internationally. Michael holds a BA (Hons) from Trinity College, Dublin.

Michael Gregg
Advisory Team
Prior to joining Ardea Partners, Michael worked at Citigroup from 2014 to 2024 across London and New York, most recently as a Director in the UK Investment Banking team. He has broad M&A, corporate finance and strategic advisory experience, in the US, UK, Ireland and internationally. Michael holds a BA (Hons) from Trinity College, Dublin.
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Michelle Perez
Executive Assistant
/
Operations Team
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Michelle Perez
Operations Team
Michelle worked at Global Atlantic Financial Company from 2023-2024 as an Executive Assistant. Michelle studied English and Social Work at Fordham University.
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Michelle Perez
Operations Team
Michelle worked at Global Atlantic Financial Company from 2023-2024 as an Executive Assistant. Michelle studied English and Social Work at Fordham University.


Mike O'Neil
Managing Director
/
Advisory Team


Mike O'Neil
Advisory Team
Michael worked at Morgan Stanley from 2017 through 2023 most recently as an Executive Director, where he primarily focused on the Financial Technology and Tech-Enabled Services sectors. Prior to that, he worked in a variety of roles at Bank of America including in Investment Banking within its Financial Institutions Group. Michael earned a BA from Brown University and an MBA from the UCLA Anderson School of Management.


Mike O'Neil
Advisory Team
Michael worked at Morgan Stanley from 2017 through 2023 most recently as an Executive Director, where he primarily focused on the Financial Technology and Tech-Enabled Services sectors. Prior to that, he worked in a variety of roles at Bank of America including in Investment Banking within its Financial Institutions Group. Michael earned a BA from Brown University and an MBA from the UCLA Anderson School of Management.


Nadia Pelaez
Managing Director
/
Advisory Team


Nadia Pelaez
Advisory Team
Nadia worked at RBC Capital Markets from 2015-2023, leading Beauty and Wellness coverage within the Consumer & Retail Investment Banking team. Prior to that, she worked at BNP Paribas in both M&A and Leveraged Finance roles. Nadia holds a BS in Finance and Accounting from NYU Stern School of Business.


Nadia Pelaez
Advisory Team
Nadia worked at RBC Capital Markets from 2015-2023, leading Beauty and Wellness coverage within the Consumer & Retail Investment Banking team. Prior to that, she worked at BNP Paribas in both M&A and Leveraged Finance roles. Nadia holds a BS in Finance and Accounting from NYU Stern School of Business.


Nancy Diaz
Senior Executive Assistant
/
Operations Team


Nancy Diaz
Operations Team
Nancy worked at Goldman, Sachs & Co. as an Executive Assistant from 1989 – 2017. Nancy received an Associates Degree in Secretarial Studies from The Wood School in 1989.


Nancy Diaz
Operations Team
Nancy worked at Goldman, Sachs & Co. as an Executive Assistant from 1989 – 2017. Nancy received an Associates Degree in Secretarial Studies from The Wood School in 1989.
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