“People acting together as a group can accomplish things which no individual acting alone could ever hope to bring about. -Franklin D. Roosevelt”
Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including private equity, hedge funds, long/short equity, real estate, fixed income and mergers and acquisitions. Rob helped structure and build a de novo multi-billion dollar family office in order to deploy capital on behalf of a single family. He held several C-Level positions and his responsibilities included developing investment initiatives targeting growth, capital preservation and/or income maximization, depending on the individual family member’s risk/return profile. Rob also helped oversee and manage direct principal investments in the Transportation, Energy and Financial sectors.
Prior to the single family office, Mr. Bolandian was a Senior Executive Vice President at MBNA, a $35 billion mono line credit card institution. Mr. Bolandian reported to the Chairman, and provided him with personalized analytics on the financial services industry, macroeconomic environment and competitive landscape. Mr. Bolandian worked on the company’s Merger & Acquisitions deal team and was responsible for executing on company acquisitions. Rob was also a member of the Senior Operating Committee, which was formed to continually implement best practices across the organization.
Rob also has experience trading and managing equity portfolios, S&P futures portfolios, fixed income and merger arbitrage portfolios. Mr. Bolandian’s stock picking was based on deep bottoms-up fundamental research. His portfolios are built to reflect a blend of deep value and GARP and were geared for absolute return.
Mr. Bolandian has his Series 79 & 63 licenses and resides in Westport, Connecticut.
Rob can be reached via email at: email@example.com
Mr. Chernin has over 20 years of experience with lower-middle-market and middle-market businesses, with a particular emphasis on specialty finance companies.
Howard has worked with hundreds of clients in order to facilitate strategic relationships using a network of deep relationships that he has developed throughout his career with specialty lenders, hedge funds, family offices, private equity, credit funds, UHNW individuals and traditional financial institutions.
Howard’s particular expertise and areas of interest lay within accounts receivables financing, asset based loans, trade finance, purchase order financing and international factoring.
Chernin has sat on several credit committees and has also developed and managed sales staff in the alternative finance space during his career. Additionally, Howard has built one of the country’s leading small business lenders as a de novo initiative, and managed all aspects of the underlying business.
Chernin is a member of the Commercial Finance Association, The International Factoring Association, and The Turnaround Management Association; and has philanthropic activities which include former board membership of the Jewish Community Center of Bergen County and the Jewish Federation of Northern New Jersey.
Mr. Chernin has his Series 62 & 63 licenses and resides in Northern New Jersey.
Howard can be reached via email at: firstname.lastname@example.org
Tom McDermott is a global operating executive and advisor in the financial services (lending, payments), consumer products & services, aerospace and the Environment, Sustainability & Governance (ESG) industries. He is the Founder and Managing Director of Money Access Financial, an advisory business to CEO’s focused on innovative strategy, execution and capital raising. A transformative innovator, he has successfully led businesses with up to $1 billion in revenue and $1 billion in loan originations at Fortune 500 firms including First Data Corp, Western Union & Capital One and grown emerging, PE and VC-backed businesses, including Borro. He has a global classical marketing foundation having worked with Unilever, Nabisco and Reckitt Benckiser, where he had marketing, sales and general management roles and included eight years of overseas assignments in Europe and Latin America. He is a long-standing board director and Vice-Chair of Ascendus (fka Accion East), a micro lender to SMB’s.
Mr. McDermott received his BS in Business Administration, Magna Cum Laude, from Boston College and is fluent in Spanish. He is married with two children and lives in New Jersey.
Mr. McDermott has his Series 79 & 63 licenses and resides in Northern New Jersey.
Tom can be reached via email at: email@example.com
Mr. Stoeckhert has 25 years of commercial real estate finance experience including CRE in North America (since 1997) and the UK and Continental Europe. He originally started his CREF career in Germany in the early 90’s and quickly expanded into European transactions. In 1999 – based on his employers request – he moved with his family to NY to establish a US representative lending office from the ground up. Over time the lending platform evolved into a multi-billion dollar direct origination business which included all steps from the point of origination to full repayment/placement with underwriting/structuring and execution always a special focus of his.
During his tenure as a banker Mr. Stoeckhert has worked primarily on office, retail, residential, lodging and logistic assets and has financed fully stabilized properties as well as ground-up construction and repositioning/redevelopments. Financing structures ranged from senior secured mortgage loans backed by covered bonds (“Pfandbrief”) to fully unsecured corporate real estate facilities and B-note and mezzanine loans. In addition he was also involved in establishing a loan advisory group to provide US CRE loan restructuring/work-out advice to a subsidiary bank after the financial market crisis.
Mr. Stoeckhert is active in various industry organizations and also volunteers his time in his community and his church.
Mr. Stoeckhert holds a Series 79 & 63 license and is fluent in English and German. He resides with his wife and his 4 children in Mamaroneck, NY.
Malte can be reached at firstname.lastname@example.org
Mr. Turano serves as a Managing Director of Cambridge Wilkinson and has 15+ years combined experience in the fields of law and finance. He currently focuses on business development and originations within Cambridge for middle-market companies seeking additional financing solutions. To date, Rich has originated $1B+ in transaction volume for his clients with an emphasis on specialty finance and real estate related mandates.
Mr. Turano is also an attorney and has represented local and national public entity and private sector clients in New Jersey’s State, Federal, Administrative and Compensation courts, as well as binding and non-binding arbitration proceedings with a regional law firm in Northern New Jersey specializing in defense litigation. He has successfully litigated cases from inception through trial conclusion as lead counsel, and has been able to minimize litigation risk through the negotiation of hundreds settlements on behalf of clients. Rich was previously selected to New Jersey Super Lawyers’ Rising Stars list in 2012. (Thomson Reuters issues the Super Lawyers and Super Lawyers Rising Starts lists. The selection methodology is located here. No aspect of this Super Lawyers advertisement has been approved by the Supreme Court of New Jersey).
Prior to law school, Rich started his career on the Chicago Board of Options Exchange (CBOE) with a market making firm and then later became an equity / equity options trader on the proprietary trading desks of two asset management companies. Rich also has experience in distressed investments and has purchased over $1B in distressed receivables through other investment companies during his career.
Mr. Turano earned a B.S. in Finance from Boston College, Carroll School of Management and a J.D. from Rutgers School of Law.
Mr. Turano is admitted to the New Jersey Bar New York Bar and has his Series 62 & 63 licenses. He currently resides in Northern New Jersey.
Rich can be reached via email at: email@example.com
John Bulicek has 30-years of experience in the financial services industry. Mr. Bulicek has expertise and a record of relationship-building within global equity and fixed income markets spanning US domestic, developed international, and emerging capital markets.
Mr. Bulicek has held senior leadership positions in international institutional equity sales for numerous European financial institutions, including UBS, BNP Paribas, Commerzbank and Swedbank. Mr. Bulicek was responsible for the growth and development of North American sales and marketing efforts and was honored for sales excellence within leading Institutional Investment surveys. His salesmanship and business development established numerous advisory achievements and consistently incorporated both a primary and secondary distribution focus.
More recently, Mr. Bulicek helped establish a boutique corporate advisory firm that focuses on assisting small and medium sized enterprises through financial transactions, capital events, and mergers and acquisitions with both public and private market structures.
Mr. Bulicek earned a BA in Economics from Wheaton College, Wheaton, IL, and an MSc in Economics from the University of London, London, England.
Mr. Bulicek holds the Series 7, 24, 63 professional licenses.
John can be reached via email at: firstname.lastname@example.org
Mr. Papas has recently joined as a Managing Director at Cambridge Wilkinson. He is known internationally for his experience in corporate consulting and his success in generating deal flow globally with a particular focus on Australia. With his network and industry knowledge, he has cultivated deep and trusted relationships with founders, c-suite executives, and industry leaders. Manny has consistently facilitated diverse debt financing solutions tailored to an entity’s specific requirements.
Having amassed experience across various sectors, ranging from sports to real estate and beyond, Manny possesses an understanding of multiple industries. Over the past 5 years, he has played a pivotal role in generating over $5 billion worth of high-quality deal flow, spanning both domestic and international debt markets.
Manny can be reached via email at: email@example.com
Liz is a lifelong entrepreneur, investor, fundraiser and business development executive. She joined Cambridge Wilkinson after decades working with seed-to-growth stage technology companies, including two unicorns.
Prior to joining CW, Liz was an Executive Director at DriveWealth, the leading fintech company pioneering fractional investing in US equities and API-driven brokerage infrastructure for partners around the world. Additionally, she has several years of experience in building digital assets and Web2/3 companies. Before her fintech experience, she worked with a variety of new technology and BPO companies in the assistive technology, VoIP, publishing, biotech, and healthcare verticals.
Liz is an investor and advisor for several fintech ventures. In addition, she invests in diverse verticals such as Sparrow Golf, which uses AI to help revolutionize the way athletes play and practice golf, a psychedelic medicine startup, and CashorTrade, an ethical ticket marketplace.
She is an active volunteer and supporter of the Community FoodBank of New Jersey, the leading anti-hunger and anti-poverty organization in the state.
Liz has a BA in English from Barnard College, Columbia University, and holds her Series 7 and 63 professional licenses.
Liz can be reached via email at: firstname.lastname@example.org
Ken Rhee is a senior executive with over 30 years of experience in strategic business development and transformation, mergers & acquisitions, and business incubation spanning various industries including banking, IT, manufacturing, consumer products & retail, and hospitality. Ken has a proven track record in creating and implementing business transformation strategies for growing enterprises within fast-moving industries in both the U.S. and Korea.
Ken is specialized in global business expansion for Korean and U.S. companies through international gateway advisory services. Services range from market entry strategy and execution, M&A, joint venture partnerships to marketing strategy and execution. Clientele has included a wide range of both Korean and U.S.-based financial institutions, PE, Hospitality, manufacturing, IT and electronic, and distribution companies.
Ken previously held the role of Senior Director of Strategy, New Business Development, IT, and Database Marketing for the entire SK group, the 3rd largest conglomerate in S. Korea. In this role, he successfully oversaw the group’s new business development, Database Marketing as well as IT structure and development for SK Telecom and SK C&C.
Ken began his career at IBM in New York where he focused on operational research and programming. Following, he led a successful consulting career at Arthur Andersen (now Accenture) in New York where he oversaw Strategy, IT, manufacturing, distribution, and banking industries. After Arthur Anderson opened a Seoul office, he relocated to Seoul to lead Arthur Anderson’s strategic business developments.
He received his BA in Mathematics and Computer Science from the University of Iowa and is a graduate of the School of Engineering at Rensselaer Polytechnic Institute with a concentration in Industrial Management Engineering and Decision Support Systems.
Ken can be reached via email at: email@example.com
Mr. Shah has over 25 years of commercial real estate debt, equity, and consulting experience. He began his career at Heller Financial in their CMBS group supporting underwriting and structuring of a variety of core/core plus assets. After completing his MBA, he joined GE Capital’s Healthcare Finance Group as a credit team leader and then to originations; through this role, he moved to Tokyo to help launch the healthcare platform for Asia. Over the last 10 years, he has been focused originations, syndications, capital raising, and investor relations at several real estate capital platforms including a successful bridge lending startup.
Mr. Shah’s has extensive experience across a broad range of real assets, with debt and equity experience ranging from development, turnaround, and stabilized assets across the country. He has experience in a variety of financing structures including fixed and floating rate debt, ABL, working capital, mezzanine/B pieces, construction, and unitranche as well as warehouse lines. His passion has been working in and with high growth companies and clients.
Mr. Shah has a BBA from University of Iowa and a MBA from the University of Chicago, Booth Graduate School of Business.
He resides with his wife and his 2 children in Wilmette, IL.
Ashish can be reached via email at: firstname.lastname@example.org
David Babinski has 29 years of experience in investment advisory, deal strategy, and due diligence.
Mr. Babinski is a well-known speaker in the Family Office Community, having presented at a significant number of events pre/post COVID. His Family Office networks provides access to interesting and complex capital scenarios across a wide variety of industries.
David has been involved in a significant number of transactions over the years. Having consulted on countless scenarios, he is well versed in the various capital structures being utilized in today’s dynamic real estate market. Mr. Babinski brings a unique perspective to the capital markets as well as to the high-net-worth Family. David has won industry awards and recognition for his innovative strategies and planning techniques.
David is a co-founder and partner in Stonegate Development Company of Florida and has sponsored several projects including residential, multifamily, and commercial.
Stonegate is currently developing three Assisted Living and Memory Care Facilities in the Central Florida area. These facilities have a focus on the middle-market. This is an underserved market made up of ‘middle America’. These residents have income over the threshold to qualify for government aid, but not enough assets or income to be able to afford today’s private pay, expensive ‘resort like’ assisted living facilities. These innovative middle market facilities will serve those ‘stuck in the middle’ by offering the same level of care as the private pay resort style facilities for $500 to $1,000 less per month.
In addition, David sold his financial planning practice to National Financial Partners (backed by Apollo) and brings this experience to companies looking to structure their balance sheets for optimal leverage when engaging with VCs and Private Equity.
Mr. Babinski was a long-time member of YEO (Young Entrepreneur’s Organization) and a 2005 graduate of their BOG (Birthing of Giants) Program. The Birthing of Giants is a very competitive, limited enrollment 3-year Entrepreneurial Executive Leadership Program held at Massachusetts Institute of Technology (MIT). This program has exposed Mr. Babinski to some of the most cutting-edge business methods as well as established his network with industry leaders.
David is a graduate of the Jesuit University of Scranton with a bachelor’s degree in Finance.
David can be reached via email at: email@example.com
Fred Sussman is an operating executive, entrepreneur, and investment banker with over 30 years of diverse experience including investment banking, entrepreneurship and broad-based corporate roles.
In corporate America, Mr. Sussman’s career was in finance in the defense industry where he improved profitability by streamlining operations and implementing efficient, cost savings financial operations. After defense, Mr. Sussman joined a boutique consulting firm that served the banking, financial services, and technology industries, where he led projects with significant operational and financial impact to the underlying businesses. Mr. Sussman then entered the entrepreneurship stage of his career during which time he started five different companies, each in different industries; building each one through both organic and acquisition growth strategies. In addition, Fred facilitated all equity and debt financings for these companies and exited each through sales to public and strategic acquirors. In several instances, Mr. Sussman remained with the acquiror as a C-Suite executive or leading Mergers & Acquisitions teams. Mr. Sussman’s Businesses areas of expertise include the following verticals: business services, technical services, healthcare services, and technology.
In the most recent five years, Mr. Sussman has been a full-time investment banking professional, leading equity and debt capital raise transactions in the areas of real estate, hospitality, special situations, corporate finance, business services and healthcare services.
Mr. Sussman holds Series 79, 82 and 63 licenses. He serves clients nationwide from his home base in the St. Louis, MO area.
Fred can be reached via email at: firstname.lastname@example.org
Steve Lifton focuses on helping real estate and specialty finance businesses who have a proven track record and are looking at various growth opportunities. He brings deep product expertise and has developed a highly targeted approach for arranging various forms of financing to meet their needs, working alongside the Cambridge Wilkinson team.
Steve’s background in a fourth-generation real estate family based in New York gives him sharp insights on how to help real estate companies scale up. He has been involved in the acquisition, management, financing and disposition of a publicly-traded real estate portfolio with over $2 billion of real estate assets including 42,000 apartments, 8,400 hotels rooms and 5 million square feet of commercial space. He has bought and sold $300 million of double and triple net leased properties and 1,000 rental homes; has repositioned a portfolio of 30 downtown properties in South Florida; and secured a 700 acre parcel for an investment bank that became one of the first new industrial developments in the boroughs of New York City.
In addition to his real estate ventures, Steve has worked with a bridge fund and an SBA portfolio, and was a Founding Shareholder of a New York-based commercial bank where he served as a Director, member of the Investment Committee and Head of the Audit Committee.
Steve is an active philanthropist, sharing his time and expertise with a variety of organizations. He serves as a Trustee and Chairman Emeritus for Children’s Medical Fund of New York, which raises funds to support Cohens Children’s Medical Center. Additionally, he served as the Chairman of Long Island Chapter of the UJA-Federation Real Estate and Allied Trades Division. He is also a Board Member and Treasurer of Creative Adaptations for Learning. He earned his Bachelor of Business Administration in Finance and Economics from George Washington University.
Steve can be reached via email at: Slifton@cambridgewilkinson.com
Mr. Pauli has over two decades of start-up, middle-market and Fortune 500 management consulting experience in multiple industries, including insurance, banking, asset management and other diversified financials. David worked with global firms such as Oracle, IBM, CapGemini and Accenture (via merger) developing and implementing customer programs for the sale and delivery of products and services across direct and re-seller channels. As an entrepreneur, David has been a founder or early stage advisor to mulitple firms including SVGi, Klinche and Honeymoon Brands.
In the role of Managing Director, David is responsible for assuring total client satisfaction and creating an environment where clients can thrive as valued partners of Cambridge Wilkinson. This includes day-to-day client and investor interaction, systems & technology development and operational support. David holds a Masters in Computer Science from Colorado Technical University, an NSA Center of Excellence institution, and earned advanced certificates from Stanford University and Cornell. David is a former United States Marine and lives in San Francisco with his family.
Mr. Pauli has his Series 6, 7, 79 & 63 licenses and resides in Connecticut.
David can be reached via email at: email@example.com
Michael Steiner is a highly accomplished executive with a proven track record in new ventures, general management, sales, marketing, and technology. With over 30 years of experience in the travel and technology industries, Michael has directed the growth of enterprises from $100M to $1.5B, demonstrating his passion for business development and marketing. He has successfully driven highly-profitable B2B revenue with global Fortune 100 and mid-market enterprises.
As Partner and Executive Vice President at Ovation Travel Group, Michael directed the company’s growth to become one of the top 10 largest business travel companies in the world. He was responsible for global sales, marketing, technology, and meetings & events. Additionally, Michael was integral in the international expansion of Ovation. Under his leadership, Ovation Travel Group became one of the most sought-after travel management companies. In 2020, Michael and his partners successfully sold their business to American Express Global Business Travel, where he served as Executive Vice President from 2020-2023.
Prior to Ovation Travel Group, Michael served as Senior Vice President at Direct Travel and EVP of DirectLink Technology for 14 years, where he helped launch one of the first online travel booking platforms. He also held Senior Vice President positions at various business and consumer travel technology companies including GORP.com and Neo Technology Group; previously known as KDS.
Michael’s expertise and insights have been recognized in the travel industry, and he has been featured in the New York Times, Travel + Leisure, and The Global Business Travel Association. He has also served on the board of various organizations, including Travel + Leisure Co., the Association of Corporate Travel Executives, and the Radius Travel Network.
Michael is married with three children and resides in Northern New Jersey.
Michael can be reached via email at: firstname.lastname@example.org
Lynda Davey’s finance career spans 30 years of advising, financing and investing in public and private companies. She serves as Managing Director, M&A for Cambridge Wilkinson and Co-Chief Executive Officer of Avalon Net Worth. Ms. Davey brings broad expertise to her clients, having assisted them strategically position their companies for success by focusing on balanced capitalization, developing and implementing strategic growth plans and optimally structuring transactions.
Ms. Davey is the Chairman and Founder of Avalon Securities Ltd, one of the few woman-owned FINRA and SEC registered broker dealers. Since 1992, Avalon has provided bulge bracket investment banking assistance to mid-market clients. The firm cultivates long term relationships with high caliber business owners and senior executives by assisting them with both short-term and long-term needs including financing for business expansions, balance sheet recapitalizations, acquisitions and liquidity events.
Prior to founding Avalon, Ms. Davey worked at Salomon Brothers on public offerings, divestitures, acquisitions and private placements for clients in a variety of industries. She was also President of Tribeca Corp, a merchant bank with large equity investments in public consumer companies and private buyouts. Before commencing her finance career Ms. Davey practiced as a registered architect.
Ms. Davey earned a B.S. in Architecture from the University of Virginia, a Masters in Architecture from the University of Michigan and a MBA from the Harvard Business School. She holds Series 24, 27, 79 and 63 FINRA licenses and is recognized as a Governance Fellow by the NACD.
Lynda can be reached at email@example.com
Jack Weinstein, Managing Director, is one of Cambridge Wilkinson’s healthcare/life sciences subject matter experts. For approximately 20 years, Jack has been an investment banker including as head of healthcare for three firms. At Catalyst Pharmaceuticals (Nasdaq:CPRX), a specialty pharmaceutical company, Jack was CFO, VP of Business Development and Treasurer. As part of CPRX’s senior management, he in-licensed two prescription drugs, and raised over $35 million in private and public equity financing, including a full-blown IPO.
Jack brings additional insights based on skills gained as an operator and equity investor. As a General Partner of a private equity fund, he raised capital for the fund, evaluated investments, served as a Board of Director member and actively assisted portfolio companies develop and implement strategic acquisitions and growth plans. As an operating executive, he restructured a division of a healthcare services and consulting company to make it a viable independent entity.
Jack earned his MBA from the Harvard Business School, and graduated from the University of Miami with a BM degree, magna cum laude.
Jack can be reached at firstname.lastname@example.org
Dan Lancellotti brings to Cambridge Wilkinson over 40 years of experience in the financial services industry. For the last 23 years, Dan has been in the capital introduction business, first as a Managing Director, Global Head of Capital Introductions at Citi until 2008 and then in 2010 as co-founder of CapitalDynamo, a firm that develops and sells cap intro software to prime brokers and independent marketers. Then in 2017, Dan co-founded Cap Intro Solutions, an outsourced provider of capital intro services to alternative investment funds looking to be introduced into an investor community consisting of single-family and multi-family offices, RIAs, pensions, endowments, and foundations.
In between Citi and CapitalDynamo, Dan was with a start-up IR software firm called CapIntro. He had been with Citi and its predecessor firms since 1994. Dan started there in the Controller’s group of what was then Smith Barney running the Inventory Pricing Verification team which then was incorporated into Smith Barney’s Global Risk Management department. Dan ran Smith Barney’s Fixed Income Risk Management effort from 1996 until the Salomon merger in 1997, when he took over responsibility for the combined firm’s Retail Fixed Income Trading group with a daily gross balance sheet of $2bn. He started the Capital Introductions group of Prime Brokerage in April 2001, building it to a global team of 20 members at its peak in 2008.
Dan can be reached at email@example.com
Tom Wynne has 30+ years of experience in the financial services industry. Mr. Wynne has expertise and a record of relationship-building within global equity and fixed income markets spanning US domestic, developed international, and emerging capital markets.
Mr. Wynne has held senior leadership positions in institutional fixed income sales for numerous US institutions, including Kidder Peabody, PaineWebber, HSBC and Citi. He has led teams in rates and derivatives, as well as helped develop Citi’s ETF trading businesses globally. Most recently, Mr. Wynne was a Senior Relationship Manager at Citi where he was responsible for all aspects of coverage for many of Citi’s largest Asset manager and Hedge Fund clients.
Mr. Wynne earned a BS in Business Administration from LeMoyne College, Syracuse, N.Y. were he has served on the Board of Trustees
Mr. Wynne holds the Series 7, and 63 professional licenses.
Tom can be reached at firstname.lastname@example.org
Amanda Chernin has joined Cambridge Wilkinson in the summer of 2021. Amanda joins with over 10 years of experience in corporate retail where she has been continually promoted to larger corporate roles to strategically build, grow, and manage a wide variety businesses in many several categories including: women’s and men’s apparel, and most recently served as a Director of Children’s Apparel at Macy’s.
Amanda graduated with a Bachelor of Science from the Martin J. Whitman School of Management at Syracuse University.
Amanda holds a series 79 and 63 license.
Amanda can be reached via email at: email@example.com
Elizabeth Dean joined Cambridge Wilkinson in the spring of 2020, with over 10 years of financial services experience. Prior to joining Cambridge, she worked as an equities sales trader at UBS Investment Bank, covering a broad array of asset managers across the globe. She graduated Magna Cum Laude from Boston College in 2009 and earned her Bachelor’s degree in Management with a concentration in Finance.
Ms. Dean holds Series 7, 55, and 63 licenses.
Elizabeth can be reached via email at: firstname.lastname@example.org
Maxwell Babinski joined the Cambridge Wilkinson team in the second quarter of 2022 and continues to work alongside the team across a broad range of sectors. After holding various sales and marketing positions, Maxwell has been working in the financial industry since 2019. In addition, Maxwell possesses direct experience in the real estate development industry’s senior living, residential, and multi-family sectors. Originally from Scranton, Pennsylvania, he currently resides in the greater Orlando, Florida area.
Maxwell currently holds both a series 7 and series 63 license.
Maxwell can be reached via email at: email@example.com
Chris Czarnecki joined the Cambridge Wilkinson team and became a fully licensed associate in the summer of 2020 . At CW, Chris has been staffed on and personally ran deals in industries ranging from Real Estate to Cannabis to Cryptocurrency with a particular focus on Real Estate and Specialty Finance Debt. To date, Chris has participated on or led deal teams, which secured over $270 million in committed funds for clients.
He graduated Magna Cum Laude from Babson College in May of 2020 with a Bachelor of Science in Business Administration with a concentration in Finance and Economics, of which he was inducted into Omicron Delta Epsilon, the International Honor Society in Economics. At Babson, he was a member of their nationally ranked Division 3 soccer team and served as an equity analyst, covering the Health Care and Consumer Staples sectors, for Babson’s $3MM long-short US-equities fund within the school’s broader endowment.
In the Fall of 2020, Chris became a fully licensed Associate, holding both Series 79 and 63 licenses.
Chris can be reached via email at: firstname.lastname@example.org
Tyler McCartney joined the Cambridge Wilkinson team in as an intern during his senior year at University of Miami and became a fully licensed associate upon graduation. He graduated in May of 2021 earning a Bachelor of Science in Business Administration with a concentration in Finance and Business Analytics. At University of Miami, he was an Executive Team Leader in the business school where he helped first year students deliver mock consulting projects.
Tyler holds his Series 79 and 63 licenses.
Tyler can be reached via email at: email@example.com
Blake joined Cambridge Wilkinson in 2021 following the successful completion of his Master of Science in Finance degree at the University of Rochester’s Simon Business School. During his tenure at Simon, Blake stood out as a selected member of the school’s venture fund, where he played a crucial role in conducting comprehensive due diligence on seed-stage companies. His assessments were being leveraged in determining the fund’s investment decisions, ranging from $25,000 to $50,000.
Before his time at the Simon Business School, Blake gained hands-on experience at Landmark Management, a distinguished $3 billion AUM multi-family office in New York. In this role, he engaged directly with Private Equity fund managers, evaluating investment opportunities for Landmark. Blake’s responsibilities included in-depth analysis and the creation of comprehensive reports that assessed the merits and risks associated with investing in specific fund managers.
Currently, Blake is supporting companies in the specialty finance and sustainability (ESG) sectors. His focus revolves around assisting these businesses in securing additional financing, whether through debt or equity capital.
Beyond the world of finance, Blake finds enjoyment in supporting San Francisco Bay Area sports teams, showcasing his musical talents by creating electronic music beats, and engaging in active pursuits such as playing pickleball, squash, and bowling.
Blake holds his series 79 and 63 licenses.
Blake can be reached via email at: firstname.lastname@example.org
Alex Anderson is the founder and CEO of Impact Sustainability Group, a global private equity and advisory firm that has helped shape the industry’s landscape. Alex started the firm with a focus on investing and partnering with the leading technology, real estate, energy, and infrastructure companies. Prior to ISG, Alex worked in a variety of roles for family offices and leading companies, where he managed multi-disciplinary teams, advised on diverse portfolio investments, and created joint ventures between several multinational firms.
Alex and his team have developed an extensive network of partners, advisors, and institutions with whom they work closely. Their access to robust company, industry, and market information gives them a proven advantage in every endeavor and they’re able to provide their partners with a level of insight and expertise that few other firms can match.
Laurie Pinto was born and spent his youth growing up in London and later graduated from the University of Westminster in 1984 with a bachelor’s degree in law. He was elected to the post of the general secretary of the Students Leadership Council.
Laurie has lately focused on sports related transactions in various senior positions. He worked alongside some superlative individuals and teams from whom he has been fortunate to gain insights into how these sports businesses should be conducted. Laurie has had a long and distinguished career in banking with cross border investments and structuring, which is his leading skill. He started in the banking industry in the early 80s and has worked in a variety of senior roles which carried transaction execution and team management skills. More recently he has been involved with building and then selling his interest in his last venture to Everbright Sun Hung Kai which is a China focused advisory business.
Since then in recent years, he has been working predominantly with his family business, along with a few selected projects. Laurie was appointed in 2021 as an external Advisor to the Facebank Group and currently advises the founder and team on football related interests. Facebank Group is an innovative tech company that is engaged in developing and promoting human likeness technologies and its application. The group also has purchased stakes in 4 major football clubs with a deep plan to build a world class multi-club business.
Laurie started his career in finance in the 1980’s in London and by the mid 1990’s had become a director of Commerzbank before joining the US firm DLJ International as a Director where he ran the growing agency hedge fund business. DLJ International was taken over in its prime by Credit Suisse First Boston. After the merger, Laurie joined Dresdner Kleinwort as a Director.
In 2003, Laurie moved on and was appointed Chairman of the Board of Pali International. Pali was a broker dealer firm which built into a business between London, New York, and Singapore. Laurie headed the platform out of the US and focused heavily on event driven funds and cross border Mergers and Acquisitions. His appointment lasted until 2008 when he joined North Square Capital initially as Chairman of the board and then as Chief Executive Officer.
North Square Capital was also a Broker dealer conducting business between London and Beijing and specialized in macro research on Chinese Government Policy and event driven and cross border Merger and Acquisitions. North Square Capital merged with NSBO, a London -based China focused investment bank. After the merger, Laurie remained an advisor until 2016.
Since then alongside his family interests he has diversified his activities. Laurie was a Director of the House of Britannia from 2015 to 2017, a business set up to take UK focused brands and promote them globally. From April 2018 to September 2021 Laurie worked as a Senior Advisor at Momenta Group Global. Momenta Group Global has teams of specialists in the UK, USA, Australia, Indian and Hong Kong, who work directly on Human Resources project outsourcing generally for large financial institutions. In 2018 he also started working as Senior Consultant of Blackstar Capital. By marrying technology with financial structuring expertise, Blackstar Capital has created an evolutionary funding approach to provide receivable financing to the suppliers of major corporate buyers, on an industrial scale. Laurie was appointed Chairman of the board in 2019 a position he held until 2021.
Laurie can be reached via email at: email@example.com
John Donovan is a financial technology veteran with global experience at start-ups, as well as established Fortune 50 companies. Currently, John is co-founder, President, and GM of mySMBscore and Head of Marketplace for CHARM Solutions – an AI-powered SMB Scoring and Lending Marketplace with a mission of helping businesses prosper.
As a co-founder, COO, and Board Member of Lending Club, John was critical in raising initial start-up capital and A/B round financing, built and managed credit risk, finance, treasury, and overall operations. As the business started to scale, John created the corporate development function, developed new borrower products, and onboarded the first key institutional investors. John also co-founded OfferBoard – a JOBS Act company that helped businesses raise equity via crowdfunding.
As a venture capital partner with Finsight Ventures, John identified investment opportunities and represented the company as a board member of portfolio companies. John restructured the inefficient operations of a highly levered SMB lender, Bizfi, and assisted with the wind-down and sale of assets. In association with Wheat Financial, John built a Chinese blockchain-based lead generation platform that helped partners monetize their user base and enabled advertisers to accurately target customers.
While at MasterCard, John launched new products resulting in 200M+ new cards, $200M+ in incremental revenue, and over $20B in card spending in 40+ countries. In addition to working in headquarters, John spent 5 years managing debit products for a MasterCard joint venture based in Belgium.
John is active on the boards of Kickfurther and Tima.vn. He is an empty nester with his wife in Connecticut. Two of his children are in university, and one is working in Denver.
Amana is the CEO of two global entities under the Highness Group of Companies: Highness Global Capital Inc. (financial services and securities dealership) and Highness Global Inc. (creative agency).
Amana has over two decades of experience in the global capital markets space across multiple assets classes and in roles from fund formation, regulatory compliance, marketing to business development/capital introduction (specializing in sophisticated capital). After earning her law degree, Amana began her career in-house to ultimately becoming the CLO & CCO of the Canadian arm of one of the world’s largest hedge fund providers – the Man Group, plc. Amana then transitioned to the relationship-brokering at a boutique exempt market dealership where she co-built one of the most active placement agency firms in Canada.
At Highness Capital, Amana provides local dealer services to global issuers, liaisons sophisticated capital introductions and actively originates and sources deals (debt, equity and speciality finance) for her global clientele. Amana has been instrumental in the creation and growth of number of businesses and continues provide business architecture services. She remains a trusted advisor, business consultant, and active mentor as a seasoned legal and capital markets veteran.
Amana obtained her J.D. and B.A. from the University of Victoria. She continues to be a practicing member in good standing of the Law Society of Ontario. Throughout her career, she has frequently contributed to various industry publications and is currently a contributing writer for Family Office Elite Magazine.
Amana is devoted to her philanthropic organizations under Highness Humanity, the charitable division of Highness, supporting vulnerable members of society with a strong focus on youth and marginalized women.
Mr. MacDonald has allocated capital for institutional investors since 2002. During his 30+ year career he is proud to have learned from some of the best firms and leaders in the business. He has deep domain experience in public and private markets. A natural connector, his operational focus involves partnering with clients to provide best in class solutions for their specific needs. Scott has also developed and led all aspects of asset management including but not limited to investor relations, legal, tax, operations, finance, compliance, risk, operational due diligence, information technology and other critical functions. He is frequently sought out for best practices and processes for investors and capital allocators.
Most recently Scott was a founding Partner and the Chief Operating Officer of Spruceview Capital Partners which creates bespoke investment programs for some of the world’s leading family offices, pension plans and institutions.
Prior to the launch of Spruceview, Scott was part of the founding team at HighVista Strategies which created one of the first endowment funds following the ‘Swenson model” for institutions and family offices seeking attractive, risk-adjusted investment returns through investing across public and private markets.
Mr. MacDonald currently serves as a a strategic advisor to Genuitec Inc and Helix Inc. Previously, he was on the advisory board of Solovis Inc. which sold to Nasdaq in 2020. In his free time Scott can be found in the mountains of northern Arizona. He currently volunteers at Selah Care Farm, an innovative restorative destination for parents who have experienced traumatic loss.
Scott has an MBA from Babson College and a BA in International Relations from Lake Forest College.
As co-founder and former president and CEO of Splitit, a patented card-based installment payment solution company, Alon Feit led the Buy Now Pay Later (BNPL) company in raising US$150m in equity and US$230m for a debt facility, leading up to the company’s IPO on the Australian Securities Exchange (ASX).
Alon has over 25 years of experience as a senior executive in the international payment industry, serving as a country manager of MasterCard in Israel and executive director of ITAU-Unibanco Cards, one of the leading credit card issuers in Brazil.
In addition to his executive positions, Alon was the CEO for 8 years at Shufersal Finance (a joint venture of the biggest grocery retailer and the leading bank in Israel). Under his management, this joint venture developed the leading national co-branded Visa card. Prior to this, Alon has achieved over 10 years of experience in senior positions in the insurance industry with a strong background in product development and business development.
Alon is serving Cambridge Wilkinson as an advisor for the Israeli market. He is based in Tel Aviv with his wife and children.
After attending Seattle University, Alan Brown began his career in the entertainment industry working in various low-level production positions. In 1986, he joined Joseph E. Levine Presents as a story editor. Upon the passing of Joseph Levine, Alan became President of Production. His job duties ranged from supervising the overall production of feature films, debt structuring, and the worldwide rights sales of such films as And Now My Love and A Bridge Too Far to the producing and story editing of Thunder Born. He also supervised and managed both the assets and debts of the Levine film library on behalf of the Estate and Citibank.
In 1990, Alan was the executive producer of the Year of the Comet for Castlerock Entertainment/ Columbia Pictures; and in 1991, he was contracted to produce Sea Kings for Universal Studios, starring Sean Connery. Both screenplays were written by William Goldman. From 1993 to 1995, while serving on the Board of Directors of National Video Industries, a Production/Post Production facility in New York, Alan also directed and edited the story and film, Three Golden Keys for Marly Rusoff at DoubleDay. In 1995, he was contracted to produce Pat Conroy’s Beach Music with Alan Ladd Jr. for Paramount Pictures. From 1999 to 2000, Alan served as a consultant to the Board of Directors of Digital Animations Group, Inc., a publicly held company in Glasgow, Scotland Between 2001 and 2003, Alan was under contract to a European film fund. He had the responsibility of identifying, structuring the financing, and negotiating long-term distribution contracts with the studios. His job also included distribution, and general entertainment consulting duties (identifying and packaging scripts, directors and talent).
In 2007, under his own company banner, Mr. Brown arranged the funding for a foreign film fund, and coordinated the bridge and outside independent financing for their clients. Mr. Brown continues to work as a story editor for both novels and screenplays. He also lectures on screenplay writing, novel writing, and film finance. In April 2010, he lectured at the Unicorn Writers’ Conference with Gene Wilder, in Stratford, Connecticut.
Currently, besides running Manuscript Edition Solutions, he is the Vice Chairman of the Advisory Board of Veritone, Senior Advisor to Cambridge Wilkinson Investment bank, and consults to numerous companies.
Oliver has recently joined Cambridge Wilkinson as a Senior advisor. After 23 years as a performance director, performance coach, and physiotherapist in various sports including soccer (English, Scottish, Thai Premier Leagues, national teams), basketball (Turkish Basketbol Süper Ligi, Euro League), motorsport (Formula 1), athletics (Team GB), hockey (NHL), tennis (ATP, ITF) and rugby (Pro 14, national team), Oliver accepted a Ph.D. position at the University of British Columbia, Vancouver. Oliver’s Ph.D. research focused on identifying the objective markers of success and processes of change and performance management relating to high-performance sports organizations around the world. Applying this knowledge to develop strategic plans for investors seeking to buy sports teams, Oliver refined the parameters for the assessment criteria used to establish current valuations and growth potential of professional sports organizations.
Oliver’s interest in how sport could influence communities developed whilst representing Scotland’s national field and indoor lacrosse teams at several world and European championships, latterly as captain. Since his school days, Oliver contributed to the development of the grassroots game as a coach and later as the national performance director. Oliver’s purpose is to support individuals, high-performance sports organizations, and communities in reaching their full potential and achieving sustained success, through the medium of sports, science, health, and wellbeing. Oliver is responsible for the strategic planning and identification of assets for the Beautiful Game Group.
Jennifer Fearon is the Managing Partner of VentureLink Advisers, a corporate finance, business, and financial consulting firm with branches in New York, Palm Beach, and London. She is also the Managing Partner of Chobe Advisers, a physical commodities company, and Managing Member of Intercontinental Energy Co, a multi-national energy company that focuses on the acquisition and financing of production and exploration of oil and natural gas.
Previously, Jennifer Co-Founded and served as the EVP in charge of Business Development of Drury Design Dynamics, a management consulting firm specializing in business communications. During her tenure, she played an integral role in growing Drury to an internationally recognized consulting practice. Jennifer is also a Member of the Atlantic Council Councilors Program, a new effort aimed at galvanizing a group of their most important constituents to inform the Council’s work and help work together to secure the future.
Jennifer has a wide range of philanthropic interests. She is a Member of of the President’s Advisory Council of Instituto Centroamericano de Administracion de Empresas (INCAE), one of the premier business schools in Central America. She is also a Member of the Global Advisory Council of the Aproquen Burn Hospital in Managua, Nicaragua. Aproquen provides free, comprehensive care to children suffering from burns and those with cleft lip and palate in Nicaragua, as well as its sister organizations across Central America. Jennifer also served as a Trustee of The Grace Children’s Foundation and was a Trustee of the Checkerboard Film Foundation for twenty years.
Jennifer was educated at The Wheeler School in Providence, Rhode Island. After graduation, she attended Brown University, earning a degree with Honors in Semiotics.
Jack Takacs brings over 35 years of experience in asset management, securitizations, portfolio sales/purchases and related financial services in the successful acquisition, management and disposition of asset management and private equity firms, and servicing and operating companies in the US, Europe and Latin America. He has longstanding and successful relationships with both large institutional investors and asset managers globally, serving as a trusted advisor and reliable execution partner and advising on the structuring of warehouse lines, acquisition finance and portfolio purchases. He serviced as CEO of a bank holding company with primary responsibility for the divestiture of various origination and servicing units. Jack previously served as Director of Corporate Finance for Cornerstone Partners, a subsidiary of GKM, a New York Stock Exchange member firm. Jack is a former Partner and Managing Director of Stone Pine Companies, a principal investor, private equity money manager and fund administrator. He has also held various executive management roles with Scudder, Deutsche Asset Management, Hamilton Lane, Highland Capital and others. Over his career, Jack has executed more than US$8 Billion of real estate, corporate, and consumer finance transactions in the US, Europe and Asia.
Michael Schoenbach is a professional with a 45-year journey in the fields of finance, accounting, consulting, and risk management. Throughout his career, he has demonstrated expertise in developing innovative insurance products that have revolutionized risk transfer in various domains, including M&A, litigation, and the convergence of insurance and capital markets.
Presently, Michael serves as an investor and Special Advisor at Option3, a cyber security investment firm headquartered in both New York City and Virginia, and as a Board Observer for Dellfer, a portfolio company of Option3 that is an IoT and automotive cybersecurity startup that provides tools for DevOps to add endpoint protection. Michael is also a Special Adviser to Phil Moyles, at Epic Brokers + Consultants in NYC. Prior to this, he dedicated three decades to Aon Risk Services, where he played a pivotal role in building the preeminent global broker in the area of Transactional Risks. Notably, Michael spearheaded the development and placement of M&A insurance products ( Reps + Warranties, Tax Insurance, Litigation and Judgment Preservation, and other bespoke risks ) for Private Equity firms and a diverse clientele.
Commencing his career at Deloitte, Michael honed his skills in finance and treasury operations while serving at a prominent public oil & gas company. Following this, he embarked on a four-year tenure in strategic consulting, culminating in his engagement with a renowned global insurer as his last consulting client. It was during this association that he forged a significant connection with Aon, leading to his subsequent tenure with the company.
Michael currently resides in New York City with his wife, with whom he has shared four decades. He takes joy in the accomplishments of his three adult children, and their families, and the thoroughly enjoys his four grandchildren, skiing, and golf. He and his wife are active in various philanthropic endeavors.
Baljit is a leader with over thirty years of experience in creating, managing, and developing businesses. Mr. Singh is an entrepreneur with a strong strategic perspective and understanding which has led him to start a multitude of successful businesses in India, Singapore, the Philippines, Australia, and the Middle East over the past three decades.
Aside from his own ventures, Mr. Singh has advised medium to large-size organizations through periods of debt, equity, and acquisitions. Mr. Singh’s network ranges throughout many industries, investor classes, and geographies around the world. Over the years, Baljit has worked and travelled extensively across various countries and territories across six continents, and is intimately familiar with international corporate finance and business development throughout these regions.
Through his interest in investing and knowledge of finance and accounting, he has been active in financial services, mining, healthcare, education, disaster management, workforce housing, reconstruction, and has extensive expertise in franchising as well. Mr. Singh’s business acumen has led him to cultivate a widespread network that is rooted in the world of private equity and venture capital across Asia and the Middle East. Mr. Singh is a pioneer in deal-making successful projects in the private and public sectors for the past decades.
Baljit is the Chairman of Northvale Capital Partners which has controlling stakes in various technology and financial services companies in Singapore, India, and the United Arab Emirates. The financial services companies have done Three Billion in trading turnover with over One Billion in assets under custody.
Mr. Singh has served on multiple boards for various public companies and is currently serving as a Chairman. Mr. Singh is a Graduate of the National Defense Academy.
Neil serves on the Board of Directors for IOU Financial (IOU.V) (where he also chairs the Audit Committee and serves on the Nominating and Governance Committee), ExcelFin (XFINU) where he serves on Audit, Governance and Compensation committees, Nextivity, Exchange Robotics, Paper Trader, UPTIQ, Finitive and SALT Blockchain (Chairman of the Board and Chair of the Audit Committee). Until its recent sale to Enova, he served on the Board of Directors for OnDeck (ONDK) where he chaired their Audit Committee, served on the Risk Committee and was the company’s Financial Expert. He is a former board member of Cloud Lending (Sold to Q2), FastPay (Sold to AvidXchange), TodayTix (Sold to Great Hill), Patch Lending (Sold to Lafayette Re) and the Wilmington Funds.
Neil is co-managing partner at JPX Investments, a VC fund specializing in blockchain games. Neil Wolfson was President and CIO of SF Capital Group for the past 10 years, where he oversaw all investments, direct private investing, asset allocation, tax, estate planning, performance reporting and operations for a billion-dollar multi-generational family office. At SF Capital he invested in over 30 direct debt and equity investments in emerging technology companies with a focus on FinTech.
Prior to joining SF Capital Group, Neil spent five years as Chief Investment Officer and President of Wilmington Trust Investment Management, a $40 billion investment management firm, where he was responsible for the firm’s investment management, brokerage and mutual fund group. He was also President, CEO and Chairman of the Wilmington Funds, a $10 billion mutual fund family. Prior to Wilmington Trust, Neil served for eight years as a Partner at KPMG LLP and National Partner in Charge of KPMG’s Investment Consulting Practice, representing over $100 billion in assets. Neil also spent over a decade at Kidder, Peabody & Co. where he ran the managed money area, co-founded the Analytical Investment Strategies Group, was a senior portfolio manager for Kidder Peabody Asset Management and the Kidder Peabody Asset Allocation Fund and ran the firm’s PRIME Asset Consulting Group. Prior to Kidder, he developed a multi-factor security selection system currently employed by several investment management firms. He started his career developing financial futures and options contracts for a commodity exchange.
Neil holds an MBA in Finance and a BS in Management from New York University. A member of the New York Society of Security Analysts, he became a Chartered Financial Analyst (CFA) in 1993. Neil is an Adjunct Professor at Rutgers Graduate Business School where he teaches Portfolio Theory.
Neil frequently provides market commentary to the media. His quotes have appeared in the Wall Street Journal, New York Times, Business Week, Forbes, Washington Post and USA Today. He has appeared more than a hundred times on CNBC, Bloomberg Television, CNN and Fox News. In 2007, Institutional Investor selected Neil as one of the 20 Rising Stars of Wealth Management.