JULIYA CHEKMAROVA

Managing Director

Juliya worked at Goldman, Sachs & Co from 2012 through 2017 as an Associate from 2012 – 2015, and Vice President from 2015 – 2017 in the Financial Institutions Group, Investment Banking. Prior to that, worked as an Analyst in the Financial Institutions Group, Investment Banking at Credit Suisse. Juliya earned a BA from Barnard College, Columbia University.

BENSON KUTRIEB

Managing Director

Benson worked at Evercore from 2014 – 2019 and at Goldman, Sachs & Co. from 2001 – 2013 with a focus on the media and technology sectors. Benson earned a BA from Stanford University and a MBA from the Kellogg School of Management.

MANOJ NAIR

Managing Director

Manoj is our General Counsel and Chief Administrative Officer. He worked from 2008 – 2016 as an associate 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.

BRAD SIEGERT

Managing Director

Brad worked from 2007-2018 as a Managing Director at Evercore covering financial institutions. Prior to that he worked at Sandler O’Neill + Partners from 2004 – 2007. Brad graduated from Villanova University.

BRENDAN COOK

Vice President

Brendan worked at Goldman, Sachs & Co. from 2011 – 2015, splitting time between M&A and Capital Markets within the firm’s Financial Institutions Group. More recently, he worked as an associate at Pine Brook Partners, a New-York based investment firm that makes de novo and growth equity investments in the financial services and energy sectors. Brendan earned a BA in Economics from the University of Chicago.

JESSICA FAN

Vice President

Jessica is our Associate General Counsel and Associate CAO. From 2012 – 2018, she worked as an associate at Cleary Gottlieb Steen and Hamilton LLP with a practice focused on public and private mergers and acquisitions. 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 her BA from Occidental College and her JD from New York University School of Law.

MARTINO MARTUCCI

Executive Director

Martino worked at Barclays from 2010 – 2019. He was 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 graduated from Bocconi University in Business Administration and Finance.

ANN OH

Vice President

Ann worked at Stockbridge Investors, a public equities fund based in Boston, from 2015 – 2018. Ann worked at Goldman, Sachs & Co. from 2013 – 2015. She was an Investment Banking Analyst in the Financial Institutions Group focusing on Financial Technology and Asset Management. Ann earned a BS in Economics from the Wharton School of the University of Pennsylvania.

LUCIE ONDRASCHKOVA

Vice President

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.

SUMEET PATEL

Executive Director

Sumeet worked at Goldman, Sachs & Co from 2009 – 2018 as a Vice President in the Financial Institutions Group, Investment Banking. From 2013 – 2014 he worked in London as a member of the European Leveraged Finance team. Prior to that, he worked as an Assistant Vice President in Specialty Asset Management at U.S. Trust and completed the Financial Management Program at GE Capital. Sumeet earned an M.S. in Finance, BS in Finance, and BA in Economics from the University of Florida. Sumeet is a CFA® Charterholder.

THOMAS REZETTE

Executive Director

Thomas worked at J.P. Morgan from 2014 – 2020 in London and Paris, most recently as an Executive Director in the investment bank, covering European insurers. Prior to that, he started his career in 2010 at Deutsche Bank in London covering financial institutions. Thomas holds a MSc in Management from HEC Paris.

WILLIAM SKOLNIK

Vice President

William worked at Citadel from 2014 – 2017. Before Citadel, he was an investment banking analyst at Barclays in the Technology, Media & Telecommunications Group. William earned a BSBA in Finance and Accounting from Georgetown University, graduating summa cum laude.

KEVIN LIPSTEIN

Financial Controller

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.

JAMES AMEN

Associate

James worked as an associate at the San Francisco-based private equity firm FFL Partners from 2015 – 2016, where he focused on evaluating investments in middle-market companies in the consumer, business services and industrial sectors. From 2012 – 2015, James worked as an investment banking analyst at Peter J. Solomon Company, where he advised 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.

SOPHIE BUCCIARELLI

Associate

Sophie worked at Société Générale from 2018 – 2020 as an Analyst in the Financial Institutions Group, Mergers and Acquisitions. Prior to that, she worked as a Corporate Finance Analyst at BDO in Milan. Sophie graduated from Università Commerciale Luigi Bocconi in Milan with a BS in Economics, Management and Finance and a MS in Accounting, Financial Management and Control.

MATTHEW CLARK

Associate

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 holds a Masters in Biochemistry from the University of Oxford.

MARK JAZBIK

Associate

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.

SAHIL KHATOD

Associate

Sahil worked at Bridgewater Associates as an Investment Associate from 2014 – 2016 where he focused on commodity and China focused research and investment analysis within the Research Department. In his free time, he also focuses on angel investing in the vibrant NYC based start-up ecosystem. Sahil earned a BA in Economics and a Citation in Mandarin from Harvard University.

WILLIAM LANGMUIR

Associate

William worked at Rothschild & Co from 2015 – 2017, advising clients in the Consumer and Retail sectors on M&A and financing transactions. William holds an MSc in Business from HEC Paris and an MA in History from the University of St Andrews.

FRANK LI

Associate

Frank worked at AIG from 2016 – 2018. He was an Analyst on the Corporate Development team focused on M&A. Frank earned a BA in Economics and a Minor in Fine Arts from Cornell University.

JOSHUA MARX

Associate

Josh worked at Evercore Partners from 2016 – 2020, advising clients in TMT, Consumer, and Retail sectors. Josh holds a BA in History from Yale University

MICHAL MIERNOWSKI

Associate

Michal worked as a Senior Associate at Onex Partners from 2017 – 2018, where he focused on evaluating investments primarily in the financial services, business services and healthcare sectors. From 2015 – 2017, Michal was an Analyst in the Financial Institutions Group at Goldman, Sachs & Co., advising clients in the insurance industry. He earned a BA in Economics and French from University of Wisconsin-Madison, graduating with honors.

MARK MOORE

Associate

Mark worked as an Investment Banking Analyst at Financial Technology Partners from 2017 – 2018, where he advised fintech companies on M&A and financing transactions. Mark earned a BSBA in Finance with Mathematics and Accounting Minors from Villanova University, graduating cum laude.

CHRIS MORRIS

Associate

Chris worked at Evercore from 2019 – 2020 as an Investment Banking Analyst, advising clients in the Healthcare, Retail, and TMT sectors. In 2018, Chris was a Portfolio Manager in the Energy Banking Group at Huntington National Bank. Chris earned a BBA in Finance from the University of Massachusetts Amherst.

KHALIL PETTUS

Associate

Khalil worked at Goldman, Sachs & Co. from 2015 – 2017 as an Investment Banking Analyst in the Financial Institutions Group focusing on financial technology and asset management. He currently serves on the Robert H. Smith School of Business Board of Advisors. Khalil earned a BS in Finance from the University of Maryland, College Park.

FRAN TEW

Associate

Fran worked at Bank of America Merrill Lynch from 2017 – 2019, advising clients in the Consumer and Retail sectors on M&A and financing transactions. Fran holds a BSc in Management Science & Engineering with a focus on Financial Engineering and Decision Making from Stanford University.

SAMA ZAHIR

Associate

Sama worked at Citi from 2018 – 2019 as an Investment Banking Analyst, working with clients in the Power & Utilities sector. Sama holds a MEng in Electronic Engineering from the University of Warwick.

NOREEN SCARANGELLA

Senior Executive Assistant to the Chairman and Princeton Office Manager

Noreen worked at Goldman, Sachs & Co. from 1990 – 2016. Noreen received a secretarial degree from Grace Institute in 1990.

GLORIA MALLIOS

Senior Executive Assistant to the CEO and New York Office Manager

Gloria worked at Goldman Sachs & Co from 2000 – 2017 and at PaineWebber/UBS from 1988 – 2000 as an Executive Assistant. Gloria studied at Baruch College and is fluent in Greek.

NANCY DIAZ

Senior Executive Assistant

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.

BURTON FITZPATRICK

Senior Executive Assistant

Burton worked at Citi from 1998 – 2005 then again from 2011 – 2018.
In between he worked at several Bulge and Middle Bracket banks, as well as in Executive Search.

HELEN EDMONDSON

Assistant and London Office Manager

Helen worked as an Assistant at Goldman Sachs in London from 1998 – 2011 and 1994 – 1995 and has also worked at Lazard and Credit Suisse. Helen is a graduate of the University of Wolverhampton in Languages for Business (French & Spanish).

BRIANNA LAYTON

Assistant

Brianna worked at Love Your Melon, Inc. as the Northeast Regional Manager from 2016 – 2017. Brianna earned a BA in Public Relations and International Business from Quinnipiac University in 2017.

SARA KAWADRI

Assistant

Sara worked as an Assistant at Goldman Sachs in London from 2016 – 2020. Sara is a graduate of Cass Business School, City University London (BSc Investment and Financial Risk Management) and then went on to do a Masters in Management, graduating with Distinction.