“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.
Charlie’s background includes both investment advising and litigation finance. He has worked with some of the top law firms in the Los Angeles area, helping them grow and focus their practice. Charlie has put together significant intellectual property litigation finance deals and mass tort projects. As a Los Angeles native who has also spent significant time in the Bay Area, he knows California’s legal and investing landscapes intimately.
In 2009, Charlie helped launch VARDA Inc., a Silicon Valley internet start-up that targeted high net-worth individuals. It was successfully acquired by Trov.com, a fin-tech company. He knows how to launch a business from the ground up and he brings that experience with him to help build Cambridge Wilkinson clients.
Charlie has served on the board of directors of several organizations including an international NGO. He is a sought-after speaker in the areas of leadership and personal growth both in the U.S. and abroad in countries such as England, Costa Rica, and South Korea. He has also served as an instructor at Vintage Leadership College, Santa Monica, California.
Charlie holds both series 82 and series 63 licenses.
Charlie can be reached at email@example.com
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 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.
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. 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 Tiburon, California.
David can be reached via email at: firstname.lastname@example.org
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 email@example.com
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: firstname.lastname@example.org.
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 email@example.com
Bruce McDermott joins Cambridge Wilkinson with nearly forty years of Investment and Private Banking experience to originate and finance new opportunities.
Bruce spent most of his career at Deutsche Bank and predecessor companies Bankers Trust Company and Alex. Brown & Sons where he served in many senior roles. He began in equity institutional sales covering money managers, hedge funds, pensions and professional investors representing growth equities and IPO’s. Upon the merger of Alex. Brown & Sons and Bankers Trust Company in 1997, he served in Equity Capital Markets, assisting investment bankers to represent equity solutions to corporate clients and private equity sponsors. Focusing on Consumer, Financial Services, Industrials, Transports and Real Estate sectors, he was instrumental in many important equity issuance mandates. He also participated in important equity presentations to major private equity sponsors, including Blackstone, Hicks, Mews; KKR, Odyssey Partners and Apollo in the formative stages of sponsor led buyouts of major companies.
Bruce joined Equity Research of BT Alex. Brown as Associate Director, responsible for oversight of the Consumer, Industrial, Financial, Real Estate and Transportation analysts. He successfully recruited Institutional Investor all-star analysts in Consumer non-durables, insurance and retailing. He assisted in the migration of equity research into a globally coordinated, highly regarded thought leader.
After many years on the Institutional “sell side” of a top tier Wall Street bank, McDermott moved to head product management and solutions for the Deutsche Bank Private Wealth Management in the America’s. Leading a team of over one hundred capital markets professionals in traditional and alternative asset classes, PWM America’s crafted a top tier investment platform for ultra high net worth families and individuals.
Since 2006, Bruce has specialized in the origination, structuring, syndication and distribution of exempt direct private placements to UHNW families, endowments and foundations. Having originated over seventy equity deals and raising over $10bn in total capital for companies and asset acquirers. With noteworthy deals for the sale of Lanai, Hawaii, a raise of over $150 mm equity for a startup consolidator of boat marinas and the seed capital for an FDIC assisted transaction bank, which became the fourth largest commercial bank with in Florida. In the process gaining familiarity with hundreds of private investors.
Bruce is a former Director of Deutsche Bank Trust Company, N.A.. He holds a Bachelor’s of Arts degree in Political Science from Monmouth University. Mr. Mcdermott holds Series 5, 7, 9, 10, 24, 63, and 65 licenses.
Bruce can be reached via email at: firstname.lastname@example.org.
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: email@example.com.
Mario E. Ramirez is the President of MRamirez Group, LLC, a firm focused on the needs of ultra high net worth families in both the U.S. and Latin America. The firm also assists companies in the Americas expand business in collaboration with influential relationships and top business leaders. Mr. Ramirez serves as Managing Director with Cambridge Wilkinson, an investment bank focused on debt and equity capital raises from $25 million to $5 billion. He is also a Managing Director with Avalon Securities, a boutique investment banking firm providing financial and business advisory service. Mr. Ramirez is a licensed agent with Lipscomb Insurance and is also a Venture Partner with NewRoad Capital Partners, a private equity firm in Rogers, Arkansas.
Mr. Ramirez was previously with TIAA, a $1 trillion financial services company. He served as part of the Senior Leadership Team in the role of Managing Director of Executive Relations and Hispanic Markets. In this role, he worked closely with the CEO strategically connecting with influential leaders in government, higher education and industry critical to business advancement. He also represented the company on Capitol Hill providing Congressional briefings and exploring collaborative opportunities with leaders in government, higher education and in business. He also led the company’s Hispanic Market nationally.
A graduate of the University of Arkansas, Mr. Ramirez serves his alma mater in a number of ways. He serves on the Sam M. Walton College of Business Dean’s Executive Advisory Board, the Arkansas Business Hall of Fame Selection Committee, the Garrison Financial Institute Board of Directors and the Arkansas Executive Forum. In addition, he serves on the Campaign Arkansas Steering Committee and chairs the campaign committee for Diverse Programs. Mr. Ramirez served as the commencement speaker for the Sam M. Walton College of Business in 2007 and in 2010 received the Walton College of Business Service Award.
Mr. Ramirez is the Vice Chairman of the Hispanic Republicans of Texas and served as a member of the National Hispanic Advisory Committee for the Jeb Bush 2016 Presidential Campaign. In addition, he currently serves as a member of the Board of Directors for Fossil Rim Wildlife Center and is a member of the Board of Trustees for Liberty Christian School.
A native of Dallas, Mr. Ramirez lives in Highland Village, Texas.
Mr. Ramirez holds the Series 7, 65, and 63 professional licenses.
Mario can be reached via email at: firstname.lastname@example.org.
David Hirsch is a serial entrepreneur. David graduated from Cornell University and immediately joined the family metal door business, Security Metal Products (SMP).
SMP experienced exponential growth in the 1980s by shifting manufacturing from high-cost areas (Los Angeles) to lower cost environments (Western Oklahoma and Tijuana, MX). After founding and supervising the Mexican company, Manejo de Ensambles, SA de CV. In 1996, David co-founded Gaspra Technologies, a computer infrastructure and Web development company. After the tech crash, David moved on to establish a Merchant Banking company called Chancellor Livingston, LLC. Chancellor Livingston, LLC, among other endeavors provided critical equity capital to the primary developer, G & S partners, for the redevelopment of downtown Port Chester, NY.
The next move for David was into Real Estate development and private equity. Three very large single-family estates were developed and sold valued at $14MM. Additionally, David and associates raised $5mm for a child’s juice company and took control of the company.
In 2016, David and his brother, Jim Hirsch, bought and began operating multi-family buildings in Long Beach, CA.
Most recently, David was a Principal at The Revision Group, a boutique Real Estate Advisory company, specializing in providing Equity Capital for Independent Real Estate Sponsors.
David lives in Greenwich, CT with his wife, Claudia, of 25 years and have two grown children. An avid outdoor enthusiast, David enjoys skiing, hiking, biking, and golf.
Philanthropy also plays a large role in our family. We support numerous organizations including AIPAC, The Asia Society, OFANIM (Israeli STEM charity), ONS Foundation, MCC theatre group, Shatterproof, Hunter College and Foundation for the Defense of Democracies.
David holds both Series 82 & 63 professional licenses.
David can be reached via email at: email@example.com.
Liz is a lifelong entrepreneur, investor, fundraiser and business development executive. She joins Cambridge Wilkinson after decades working with seed-to-growth stage technology companies, the last five years exclusively in crypto and fintech.
Most recently, 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. Prior to that, she was on the founding team of Celsius Network, the cryptocurrency interest-earning and lending platform which has earned global accolades for record growth both in adoption and in AUM. During her tenure at Celsius she raised the first round of $32M, built the institutional lending offering, and engaged counterparties to include over 200 of the largest and most innovative companies in the digital asset industry. 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 ventures including psychedelic medicine startup Emotional Intelligence Ventures, NFT and decentralized finance infrastructure company Charged Particles, Sparrow Golf, which uses AI to help athletes improve, and CashorTrade, an ethical ticket marketplace.
She is also an Activator at SheEO, a global initiative designed to radically transform the way investors finance and support female entrepreneurs, and spent additional years at international social service nonprofits.
Liz has a BA in English from Barnard College, Columbia University, and holds her Series 7 professional license.
Liz can be reached via email at: firstname.lastname@example.org.
Ken joined the Cambridge Wilkinson team as an intern in 2017. Previously, Ken worked as an analyst at a boutique investment bank in NYC focused on cross-border M&A and capital raise transactions and prior to that, worked at Morgan Stanley in their operations division. His primary responsibilities at Cambridge Wilkinson include managing new client & investor relationships, supporting the founding partners, handling internal reporting & compliance with the broker-dealer, facilitating transactions with investors, as well as coordinating various new business development initiatives. Since being promoted to associate in mid 2018, Ken has successfully originated and closed ~$60MM in transactions for the firm.
Ken received his Bachelor’s degree from Binghamton University in 2016, and was a member of the men’s varsity lacrosse team.
Ken holds both Series 79 & 63 professional licenses.
Ken 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.
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.
Ross Rabin joined the Cambridge Wilkinson team as an intern after his sophomore year at Babson College. He graduated Magna Cum Laude in May 2020 earning a Bachelor of Science in Business Administration with a concentration in Finance and was a member of their nationally ranked Division 3 golf team. In the summer of 2019, Ross became a fully licensed Associate.
Ross holds Series 79 and 63 licenses.
Ross can be reached via email at: firstname.lastname@example.org.
Dan Hampton joined the Cambridge Wilkinson team this summer and became a fully licensed associate. He graduated from Princeton University in May of 2020 earning a Bachelor of Arts in Economics and writing his senior thesis titled, Should States Legalize Sport Betting? The Impact of the Legalization of Sports Betting on Quarterly State Tax Revenues and the Indirect Effects Associated with the Sports Industry at Large. Dan was also captain of the 2019-2020 Princeton Men’s Soccer Team and he was elected Treasurer by 250 members of University Cottage Club to manage a $100K social fund.
Dan holds his Series 79 and 63 licenses.
Dan can be reached via email at: email@example.com.
Chris Czarnecki joined the Cambridge Wilkinson team this summer and became a fully licensed associate. 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 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.
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.
Bryan is a Managing Partner at DS9 Capital. He currently serves as Chief Corporate Development Officer of Traffk – a data science driven full stack platform that manufactures life/ health insurance financial products, and a Co-Founder of OrchestraRx – a next generation pharmacy benefits management platform.
Both companies are portfolio holdings of DS9. He is also a former National Board Member/Atlanta Chapter President and current Chair of the Founder’s Council of CavAngels, LLC, a nonprofit club composed of University of Virginia alumni, faculty, parents, students, and friends of the University whose mission is both to provide education and investment in private, early-stage companies associated with members of the UVA family.
Formerly, Bryan was one of the founding members of Lazard Wealth Management. He authored and executed the marketing business plan for the group focusing on single/multifamily offices, endowments, foundations, and ultra-high net worth private investors. Prior to Lazard, Bryan had advised client families at JPMorgan Private Bank and Morgan Stanley for whom he compiled a strong record of success raising in excess of $2.5B in new assets. He began his career as an underwriter with The Great American Insurance Companies.
He is a graduate of Duke University and holds an MBA from the UVa Darden School of Business where he is a Trustee Emeritus and former Chairman of the Global Alumni Association Board. Bryan and his family of five reside in Atlanta, GA.
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.
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 F. X. Murdoch has served as Managing Director at two of the world’s leading insurance brokerage corporations wherein he applied risk management solutions to national and international accounts, affording global resources to his prestigious client base. Michael’s diverse areas of expertise include real estate, family office, media, telecommunications, public entities, financial institutions, hedge funds, entertainment /hospitality and global trade / terrorism and political risk concerns. In addition to specializing in commercial Property and Casualty and Professional Liability, he is a subject matter expert in Private Client Services, specifically pertaining to Family Office risk exposure. Mr. Murdoch served as a Managing Director and founding Partner of Marsh & McLennan’s Risk Evaluation Group, specializing in risk management due diligence for buyout companies and private and public investment groups. He was also the co-head of the Private Client Services Practice which provided risk management advice and transactional placement to Global High Net Worth individuals and Family Office clients. Michael began his insurance career with Johnson & Higgins.
Michael holds a BA in English and Psychology from Stony Brook University and a Master of Science degree from the Averell Harriman School. Michael was the recipient of the Mayor Koch Scholarship award to attend the Graduate School of Architecture at Pratt Institute. He was a vocal (opera) student of Eleanor Steber at the Juilliard School and was a student of Ilsse Sass at the Manhattan School of Music prestigious pre-college division. Michael is a highly recognized consultant to global families and the international business community. He is a member of the board of advisors to the renown entrepreneurs of Springboard Enterprises and has been named their Global Ambassador. In additional to supporting entrepreneurs in the US, he is recognized for his work with entrepreneurs and commercial enterprise in Portugal, Australia, France and the U.K.
Michael is Co-Chairman of Oxford University (U.K.) annual Cyber Security Symposium held at Christ Church College, where he has advised heads of state, global CEO’s, Family Offices and Royal households in an exchange on topics vital to international sustainability.
Michael is recognized globally for his creative approach to complex situations and for engaging his prestigious global network.
Brian Skurnik, a principal at Midwood Capital Partners LLC, is a senior executive with over 25 years of commercial lending and management experience including new business origination, structuring, underwriting, credit/risk management, asset/portfolio management, note and property acquisitions and dispositions, loan syndications and CLO/CMBS securitizations. Brian was most recently a Managing Director for over 13 years in the real estate group of Pacific Western Bank (fka; CapitalSource). He was responsible for managing the teams that originate, underwrite and service real estate bridge loans to ensure overall consistency in sourcing, structuring and pricing new business, as well as compliance with underwriting, portfolio management and credit guidelines.
In addition, he has extensive experience in the real estate debt, mezzanine and equity products as well as securitizations. Prior to joining Pacific Western Bank, Brian worked at Barclays Capital in loan originations, and played a key role as one of the early members of the group in building the lending platform and infrastructure. Prior to Barclays, he held positions at a few investment banks where he was primarily responsible for originating fixed rate and floating rate loans with a capital markets orientation. Mr. Skurnik also spent 7 years at Heller Financial where he initially worked as a lending officer in the asset-based and specialty lending group before transferring to the real estate division. At Heller, he had various underwriting and asset management responsibilities across a diverse array of financing products including senior and mezzanine debt, and preferred equity for all asset types.
Mr. Skurnik is a graduate of Brooklyn College receiving a degree in Business, Management & Finance, and is affiliated with real estate organizations including ULI, ICSC, RELA, CrefC and MBA. Mr. Skurnik was also an adjunct professor at NYU Shack School of Real Estate.
Brian can be reached via email at: BSkurnik@cambridgewilkinson.com.