Boardroom Media (CFO News)
At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top New York based CFO’ operating in the Financial Services space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected]
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Mark Lessing
Managing Director, Chief Financial Officer of Insight Partners
Mark Lessing joined Insight in 2000 and is currently a Managing Director and the Chief Financial Officer. Mark serves on several of the firm’s executive committees and handles investor relations, including quarterly financial reporting, investor presentations, and communications to limited partners. He was integral to the firm’s efforts in raising its last several investment funds (totaling approximately $2.0 billion in 2011, $1.3 billion in 2007 and $0.7 billion in 2005). Additionally, Mark has been involved in the financial due diligence efforts on many of Insight’s investments since joining the firm in 2000. Subsequent to Insight’s investment in a company, Mark interacts with and supports the CFOs of Insight’s portfolio companies to help them negotiate with lenders, prepare board packages and financial reports, coordinate annual audits and evaluate the impact of new accounting rules. Prior to joining Insight, Mark was a Vice President at Prudential Securities, where he was responsible for a wide range of financial functions, including assessing the firm’s capital requirements, foreign exchange hedging and financial planning issues. Prior to that, Mark worked at J.P. Morgan, as part of the expense management team.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Nigel Glenday
Chief Financial Officer and Board Member of Masterworks
Nigel Glenday is Chief Financial Officer and Board Member at Masterworks.
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About Masterworks: Masterworks.io helps everyone to invest in the fine art industry.
Michael Chae
CFO of Blackstone Group
Michael S. Chae is a Senior Managing Director at Blackstone and Head of International Private Equity. He has also served as Head of Private Equity for Asia/Pacific since December 2010. Michael Chae also oversees private equity investments in the media and telecom sectors, and helps oversee the investment process for the Tactical Opportunities fund. Since joining Blackstone in 1997, Michael Chae has led or been involved in Blackstone’s investments in Nielsen, Michaels Stores, The Weather Channel Companies, Hilton Hotels, Centennial Communications, Crowley Digital (Salmon PCS), Extended Stay America, iPCS, PaeTec Communications and Universo Online, and in acquisitions by American Axle & Manufacturing, and in the reorganization of Transtar. Before joining Blackstone, Michael Chae worked as an Associate at the Carlyle Group, L.P. and prior to that with Dillon, Read & Co. Michael Chae graduated magna cum laude from Harvard College, and received an M.Phil. in International Relations from Cambridge University and a J.D. from Yale Law School, where he was Managing Editor of the law review. He currently serves on the boards of Hilton Worldwide and Pactera, and previously has served on numerous boards of private and publicly traded portfolio companies. Michael Chae is a member of the Board of Trustees of the Lawrenceville School and Chairman of its Investment Committee, and a member of the Board of Trustees of the Asia Society.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Michael Petryczenko
Senior Vice President and Chief Financial Officer of Strategic Partners of Blackstone Group
Michael A. Petryczenko is a Senior Vice President and Chief Financial Officer for Strategic Partners, Blackstone’s secondary private fund of funds business, which was acquired from Credit Suisse in August 2013. Michael Petryczenko is involved with overseeing the financial reporting, tax structuring and treasury operations related to Strategic Partners’ secondary private equity funds. Before joining Strategic Partners, Michael Petryczenko was the Tax Manager for the Peabody Fund, an opportunistic real estate fund jointly managed by J.P. Morgan and The O’Connor Group. Prior to joining the Peabody Fund, Michael Petryczenko was a Tax Manager at Ernst and Young, LLP in the Real Estate Group. His clients included DLJ Real Estate Capital Partners and SL Green Realty Corp. Michael Petryczenko received a BS in Accounting from St. Francis College, New York and an MS in Taxation from Pace University, New York. He subsequently earned the C.P.A. designation.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Michael D. Newman
Chief Financial Officer of Blackstone Group
Michael D. Newman has been appointed chief financial officer of Blackstone Crystal Holdings Capital Partners (Cayman) IV Ltd., the holding company for Blackstone’s investment in Celanese AG. Michael Newman joins Blackstone Crystal Holdings from RadioShack Corporation where he was senior vice president and chief financial officer. Michael Newman’s career spans over 25 years in various financial roles. Following graduation from Amherst College in Massachusetts with a degree in economics, he joined General Electric Company’s financial management program and moved through a succession of increasingly senior positions in GE’s plastics, silicones and appliance businesses in the United States and Europe. Michael Newman joined Hussman International as vice president and chief financial officer following its spin-off from Whitman as a public company in 1996 and was subsequently involved in the sale of Hussman to Ingersoll Rand. He worked briefly at Intimate Brands as CFO before joining Fort Worth-based RadioShack in 2001. Michael Newman will assume responsibility for financial oversight and direction of related matters concerning Blackstone’s interest in Celanese.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Jeffrey Lomasky
Chief Financial Officer and Senior Managing Director of Cerberus Capital Management
Jeffrey Lomasky joined Cerberus in 1994. Prior to joining Cerberus, he was the Chief Financial Officer of New Street Securities from 1992 to 1994. From 1990 to 1992, he was the controller of Drexel Burnham Lambert and from 1989 to 1990, he was the Chief Financial Officer of European activities for Drexel Burnham Lambert. He is a graduate of Bernard Baruch College. He is a member of the Firm’s Operating/Management Advisory Committee, Compliance and Risk Management Committee, Valuation Committee, Allocation Committee, and Financial Risk Management Sub-Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Thomas J Walker
Partner, Chief Financial Officer & Managing Director of Riverstone Holdings
Mr. Walker is a Partner of Riverstone and serves as the Chief Financial Officer. He is based in New York. Prior to joining Riverstone, Mr. Walker was a Principal at The Carlyle Group serving as the Carlyle/Riverstone Fund Chief Financial Officer. Prior to Carlyle, he held similar positions at Hampshire Equity Partners, a middle market buyout fund managing approximately $900 million of capital commitments; and Ripplewood Holdings, a private equity firm managing approximately $4 billion of capital commitments in the U.S. and Japan. Prior to joining Ripplewood, Mr. Walker was the Director of Financial Reporting and Planning at Asbury Automotive Group (NYSE: ABG), a Ripplewood portfolio company. He started his career in Arthur Andersen’s Metro New York office. Mr. Walker earned a B.S. degree in Accounting and Finance from Binghamton University and is a Certified Public Accountant.
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About Riverstone Holdings: River Stone is a private investment firm founded in 2000.
Peter Haskopoulos
Chief Financial Officer of Riverstone Holdings
Chief Financial Officer at Riverstone Holdings.
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About Riverstone Holdings: River Stone is a private investment firm founded in 2000.
Sandy Grippo
Chief Financial Officer of Bessemer Venture Partners
Sandy Grippo, Bessemer’s chief financial officer, is a partner in the New York office. She joined the firm in 2002 and is responsible for the firm’s financial management, operations and reporting. Sandy has over a decade of experience in both accounting and operations for private investment firms. Prior to joining Bessemer Sandy was a vice president at JP Morgan Partners, where she focused on partnership accounting, partnership taxes and fund operations. At JP Morgan Partners, Sandy was responsible for the accounting for the $5.4 billion JP Morgan Partners Global Investors fund. Sandy began her career at Ernst and Young where she was an audit manager specializing in hedge-fund and private-equity clients. Sandy holds a B.S. in accounting from Lehigh University and earned her CPA.
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About Bessemer Venture Partners: Bessemer Venture Partners is a venture capital firm that funds consumer, enterprise, and healthcare startups.
James A. Peers
Chief Financial Officer of GFI Group
Mr. James A. Peers joined GFI as CFO in 2002. Prior to joining the company, Mr. Peers was a Senior Vice President at Bank One in Chicago between 1999 and 2001 where he held various positions, including Corporate Controller. He was also the CFO for Rabobank International in New York and a Senior Vice President – Corporate Development for Canadian Imperial Bank of Commerce in New York. Mr. Peers is a certified Public and Chartered Accountant and was a partner at Ernst & Young where he spent 18 years working in the Toronto and Chicago offices mainly with financial institutional clients.
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About GFI Group: GFI Group is a intermediary in the global OTC and listed markets offering an array of sophisticated trading technologies and products.
Jennifer Piepszak
CFO of JP Morgan Chase
Jennifer A. Piepszak, also known as Jenn, has been Chief Executive of Card Services Division at JPMorgan Chase & Co. Jennifer Piepszak served as the Chief Executive Officer of Business Banking at JPMorgan Chase & Co. She held a variety of leadership positions in the Investment Bank and Mortgage Banking, before being named head of Business Banking National Sales last year. She has been with JPMorgan Chase 21 years. She holds Bachelor of Science from Fairfield University.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Jennifer Glassman
CFO of TowerBrook Capital Partners
Jennifer Glassman is CFO and a Managing Director of TowerBrook.
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About TowerBrook Capital Partners, TowerBrook Capital Partners: TowerBrook Capital Partners is a London-based investment management firm that funds European and North American companies.
Peter Kalkanis
Chief Financial Officer of Rho Capital Partners
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About Rho Canada Ventures, Rho Capital Partners, Rho Ventures: Rho Capital Partners is a private equity firm that offers long-term investments to IT, new media, healthcare, and energy tech companies.
Greg McCall
Co-Founder, President & CFO of Equity Data Science
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About Equity Data Science: EDS is an analytics platform that leverages the capabilities of data science to improve decision making and increase productivity.
Cameron Hillyer
Chief Financial Officer of Farallon Capital Management
Cameron Hillyer serves as Saba’s Chief Operating Officer and is a Partner of the firm. Cameron brings over twenty years of experience as both an advisor to alternative investment platforms and as an executive managing the infrastructure and operations of a range of complex investment platforms. Cameron’s experience covers both hedge fund and private equity structures, with a particular emphasis in the credit space. During his career, Cameron has led large teams of people across firms with operations spanning Asia, Europe and the United States. Prior to joining Saba in April 2016, Cameron was a Partner and Chief Financial Officer at MatlinPatterson, a private equity and credit hedge fund platform with over $8 billion in assets under management. At MatlinPatterson, he maintained overall responsibility for management of the firm’s infrastructure, finance, treasury, operations and technology. Before joining MatlinPatterson, Cameron was the Chief Financial Officer at Clearwater Capital Partners, an Asian focused distressed debt and special situations firm with 80 employees located in six global offices. Cameron started his career at KPMG in Australia and subsequently managed major accounts within the firm’s New York private equity and hedge fund practice. Cameron Hillyer is a Chartered Financial Analyst (“CFA”) charter holder and a Chartered Accountant (Australia). Cameron holds a Bachelor of Commerce degree from the University of Melbourne, Australia.
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About Farallon Capital Management: Farallon Capital Management operates as a global institutional asset management firm.
Ronald Hassen
Senior Vice President and Interim Chief Financial Officer of Nasdaq
Ronald Hassen is currently Senior Vice President and interim CFO, a position he has held since January 2016. He has also served as Finance Controller of Nasdaq since March 2002 and is the company’s Principal Accounting Officer. Mr. Hassen also previously served as interim Chief Financial Officer from February 2011 to September 2011. Mr. Hassen also held the position of Treasurer from November 2002 through January 2007. Prior to joining Nasdaq, Mr. Hassen served as Controller of Deutsche Bank North America, after the company’s acquisition of Bankers Trust Company. Mr. Hassen served as Principal Accounting Officer at Bankers Trust until the acquisition by Deutsche Bank in 1999.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Ann Dennison
CFO of Nasdaq
Ann Dennison serves as Senior Vice President and Deputy Controller at Nasdaq. In this capacity, she works directly with the Corporate Controller and has responsibility for the company’s financial reporting, analysis and disclosure. Ms. Dennison has over 19 years of experience in financial reporting and analysis. Prior to Nasdaq she served at Goldman Sachs as Managing Director and, prior to that, as head of Financial Reporting, responsible for internal and external firmwide reporting and financial planning and analysis. She was a member of the Firmwide Disclosure Committee, Capital Management Committee, Firmwide Operational Risk Committee, Federal Reporting Oversight Committee and the Stress Test Committee. She was also the sponsor of the Finance People Development Committee. During Ms. Dennison’s tenure at Goldman Sachs, she was also the controller for the investment banking, private equity and hedge fund businesses. She joined Goldman Sachs from Price Waterhouse in 1996. Ms. Dennison holds a Masters of Business Administration (MBA), Accounting and Finance from Pace University — Lubin School of Business.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Jarek Kozlowski
Chief Financial Officer of TrailStone
Jarek Kozlowski has been involved in commodity trading for a number of years in various managerial, executive and directorial positions. Jarek Kozlowski was Chief Financial Officer and Treasurer for Mercuria in North America from 2008 to 2013. He oversaw the growth of North American operations from its inception to a highly successful trading platform that handled the entire energy complex in the US and Canada. Jarek Kozlowski also served on the board of directors for all trading and investment companies in North America for Mercuria. Before joining Mercuria, from 2005 to 2007, Jarek Kozlowski was Chief Financial Officer for AlphaMetrix, an industry leader in providing real-time access to commodity, foreign exchange, and managed futures/global macro managers. Jarek Kozlowski was responsible for all back office, operations and accounting functions of the company. He was instrumental in helping the firm manage the growth in client assets to over $800 million in just over two years. Prior to AlphaMetrix, Jarek Kozlowski worked in various positions for Cargill Investor Services (CIS), a division of Cargill, an international provider of food, agricultural and risk management products and services. Before leaving, he was the UK Accounting Manager for CIS in London, where he oversaw accounting and treasury operations for all trading desks as well as the company. Preceding his corporate work, Jarek Kozlowski was the Funds Accounting Manager for CIS in Chicago. His group grew to oversee more than $500 million in trading funds. Jarek Kozlowski holds a BS in Management from Purdue University and an MBA from DePaul University. He is a licensed CPA in the state of Illinois.
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About TrailStone: A group of separate companies, each staffed by energy and finance professionals
Kim Armor
Managing Director and CFO of Comcast Ventures
Kim oversees the finance, operations and administration for Comcast Ventures and its portfolio companies. She is also responsible for identifying and cultivating new business development opportunities for the fund and its portfolio companies both internally and externally. Prior to joining Comcast Ventures, Kim was the CFO and Senior Vice President of Business Development for VERSUS, where she grew all business metrics, launched profitable business models and positioned the company for the merger with NBC Sports. Previously, she was the Senior Vice President of Finance and Planning Operations for ESPN, Inc. Earlier in her career, she launched the finance and strategy operations for ESPN and ABC Internet brands. Kim received her M.B.A. from New York University’s Stern School of Business and a B.S. in accounting from Penn State University. “Choosing the right subway car (that puts you at the right exit at your stop) is a borderline obsession for me. I am tickled when I get it right and disappointed with myself if I make a mistake.”
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About Comcast Ventures, Lendio, Outdoorsy: Comcast Ventures partners with extraordinary entrepreneurs building transformative consumer and enterprise companies.
Debbie Glickman
Chief Financial Officer, Divisional Controller & First Vice President of Harbor Group Consulting
As CFO of Harbor Group, Debbie Glickman is responsible for all aspects of the financial activities of the company, including cash management, monthly closings and insurance licensing. She also manages human resource duties for the firm, including the implementation and maintenance of the health insurance and 401k plans. Since joining Harbor in 2012, her responsibilities handling the company’s invoicing and cash management systems have greatly expanded due to the exponential growth of the firm. Ms. Glickman is a graduate of University of Maryland, College Park, with a Bachelor of Science in Accounting. She volunteers for the Long Island chapter of the Diabetes Research Institute and is a Co-op Board Member.
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About Harbor Group Consulting: Harbor Group Consulting operates as a independent insurance consultancy.
Jason Klarreich
Managing Director, CFO, COO, & CCO of JW Asset Management
Jason Klarreich is the managing director, CFO, COO, and CCO at JW Asset Management. Before joining JWAM, Jason was a director and trader at Heartland Securities. He previously worked in fixed income sales at Morgan Stanley and at Smith Barney as a financial analyst in the asset management division. Jason serves on the board at Arbor Pharmaceuticals. He graduated from Emory University with a bachelor’s degree in finance.
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About JW Asset Management: JW Asset Management is a New York-based investment firm that primarily invests within the healthcare sector.
Adam B. Weinstein
Managing Director – CFO of New Mountain Capital
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About New Mountain Capital: New Mountain Capital manages private equity and public equity capital with aggregate assets.
David Sheen
Chief Financial Officer of Vestwell
Dave is a Principal at Primary Venture Partners based in the firm’s New York City office. Prior to joining Primary, he worked as an Associate in the technology investment banking team at Morgan Stanley in New York. At Morgan Stanley, he executed multiple IPOs, M&A transactions and capital raises for some of the largest firms in the technology sector, such as SAP and Red Hat, as well as financings for various New York-based technology firms including Etsy, Shutterstock and Medidata. Dave’s previous experience includes roles in operations and corporate development at HIT Entertainment and Dixons Store Group, as well as strategic consulting at L.E.K. Consulting in the U.K. Dave holds an M.B.A. from the Stern School of Business at New York University, and a Master’s degree in Engineering from Cambridge University.
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About Vestwell: Vestwell provides underlying infrastructure to power workplace retirement plans.
Andrew Endicott
Co-Founder, President & CFO of Petal
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About Petal: Petal is a financial technology company on a mission to make credit honest, simple, and accessible.
Rifki Zable
CFO of RRE Ventures
Rifki Zable is the VP of Finance at RRE Ventures Prior to joining RRE, Rifki focused on performance analytics and forecasting, investor and management reporting and fund operations for Citigroup’s multi-billion dollar private equity infrastructure fund. She previously held several roles in corporate treasury and capital planning at Citigroup. Her experience also includes analytical roles at an investment management firm as well as a top-tier investment bank. Rifki holds an MBA from NYU Stern, and a BA/BS with honors from the University of Pennsylvania.
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About RRE Ventures: RRE Ventures is a venture capital firm that offers early-stage funding to software, internet, and communications companies.
Mark Mcgivney
Chief Financial Officer of Marsh & McLennan Companies
Mark McGivney, age 48, has held a number of senior financial management positions since joining the Company in 2007, including Chief Financial Officer of Marsh and Chief Financial Officer and Chief Operating Officer of Mercer. In his most recent role as Senior Vice President, Corporate Finance of Marsh & McLennan Companies, Mr. McGivney was responsible for leading and directing the Company’s Corporate Development, Treasury and Investor Relations functions. His prior experience includes senior positions at The Hanover Insurance Group, including serving as Senior Vice President of Finance, Treasurer and Chief Financial Officer of the Property & Casualty business, and investment banking positions at Merrill Lynch and Salomon Brothers.
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About Marsh & McLennan Companies: Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk.
J. Michael Bischoff
CFO of Marsh & McLennan Companies
J. Michael Bischoff, age 66, is the Company’s Chief Financial Officer. Mr. Bischoff has held a number of senior financial management positions with Marsh & McLennan Companies since joining the Company in 1982. In his most recent role as Vice President, Corporate Finance, Mr. Bischoff was responsible for leading and directing the Company’s Corporate Development, Mergers & Acquisitions, Treasury and Investor Relations functions. His prior experience was with the Board of Governors of the Federal Reserve System.
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About Marsh & McLennan Companies: Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk.
Jason Donner
Chief Financial Officer of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Sharon Harsa
CFO of Assembled Brands
Sharon has worked with a varied mix of esteemed brands and startup ventures in the fashion and beauty industries such as Hugo Boss and Reed Krakoff. Additionally, Sharon has been an executive consultant and acting CFO with numerous companies including La Perla, Ouidad and V&M (Vintage & Modern).
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About Assembled Brands: Assembled Brands is a financial services company that specializes in providing expertise and business development to companies.
Linda Huber
Executive Vice President & Chief Financial Officer of Moody’s Investors Service
Ms. Huber has served as the Company’s Executive Vice President and Chief Financial Officer since May 2005. Prior thereto, she served as Executive Vice President and Chief Financial Officer at U.S. Trust Company, a subsidiary of Charles Schwab & Company, Inc., from 2003 to 2005. Prior to U.S. Trust, she was Managing Director at Freeman & Co. from 1998 through 2002. She served PepsiCo as Vice President of Corporate Strategy and Development from 1997 until 1998 and as Vice President and Assistant Treasurer from 1994 until 1997. She served as Vice President in the Energy Investment Banking Group at Bankers Trust Company from 1991 until 1994 and as an Associate in the Energy Group at First Boston Corporation from 1986 through 1990. She also held the rank of Captain in the U.S. Army where she served from 1980 to 1984.
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About FactSet, Moody’s Investors Service: Moody’s Investors Service is a bond credit rating business that provides research, credit rating, and financial risk analysis services.
Kristy Trieste
Partner, Chief Financial Officer & Chief Compliance Officer of Motive Partners
Kristy was the Managing Director of Finance and Operations at Corsair Capital, managing the fund accounting, reporting and operations functions. Prior to joining Corsair, Kristy was an Associate in the Finance and Administration group within the Principal Investment Area at Goldman Sachs. At Goldman Sachs, Kristy primarily focused on the accounting, reporting and operations of the Goldman Sachs Capital Partners funds. Before joining Goldman Sachs, Kristy was an Assistant Vice President within the finance division of Corporate Investments at Deutsche Bank AG. Kristy accounted for proprietary direct investments and private equity fund interests. Kristy also worked at Ernst & Young LLP, leaving the firm as a Manager. Kristy is a Certified Public Accountant and holds a B.B.A in Accounting and Finance from James Madison University.
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About Motive Partners: Motive Partners is an investment firm focused on technology-enabled companies that power the financial services industry.
Gary Tillett
Executive Vice President and Chief Financial Officer of Ditech Holding Corporation
Gary L. Tillett, age 56, joined the Company and began serving as Executive Vice President and Chief Financial Officer on March 1, 2014. Prior to joining the Company, Mr. Tillett was employed by PwC for over 31 years. He most recently served as PwC’s partner responsible for the firm’s New York Metro Transaction Services practice. Prior to serving in the New York Metro Transaction Services leadership role, Mr. Tillett had responsibility for the firm’s Transaction Service practice in the Financial Services sector. Mr. Tillett advised clients on transactions involving companies in the Financial Services space, with significant recent experience in the mortgage, banking and consumer lending areas, including leading the PwC Advisory team in assisting the Company with the acquisition of GTCS Holdings LLC (“Green Tree Holdings”) in 2011. Prior to joining Transaction Services in 1998, Mr. Tillett worked in the audit practice primarily focused on public companies in the financial services industry. Mr. Tillett holds a Bachelor of Science degree in accounting from the University of Texas at Dallas, a Masters of Business Administration from the University of Manchester, and is a Certified Public Accountant.
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About Ditech Holding Corporation: Ditech Holding Corporation provides mortgage loans and reverse mortgage loans services.
Julio Fredes
Co-Founder & CFO of Say
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About Say: Say is a technology platform that empowers shareholders to access their full ownership rights.
Wayne Marino
Chief Financial Officer of Stripes
Wayne has responsibilities for all financial, accounting, compliance, and operational functions of the firm and funds. Prior to joining Stripes Group, Wayne was the Controller for Veronis Suhler Stevenson, a mid-market media and communications private equity company where he was in charge of all accounting and operational functions for numerous private equity funds. Prior to Veronis Sulher Stevenson, Wayne was a Vice President of Finance and Accounting at Aetos Capital with responsibility for reporting and operations for their Asian real estate opportunity funds. Before Aetos Capital, Wayne was at Ernst & Young LLP as a Senior Consultant working both in the Financial Services Advisory Risk Practice, as well as the Assurance and Advisory Practice.
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About Stripes: Stripes is a growth equity firm that invests in software and consumer businesses.
Amy Shapero
Chief Financial Officer of Betterment
Amy Shapero is the chief financial officer at Shopify and joined in April 2018. Prior to joining Shopify, Amy was the CFO at Betterment, an online wealth-management service, since 2016. Previously, Amy was CFO at Sailthru, a SaaS marketing technology provider, and SVP of strategy, corporate development and corporate communications at DigitalGlobe, a big data and analytics provider. Prior to that, she heldCFO roles at Spot Holdings, a financial services company, and Standard & Poor’s, a business unit of The McGraw-Hill Companies. Amy began her career as a CPA at Ernst & Young, followed by positions at Credit Suisse and Goldman Sachs.
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About Betterment, Shopify: Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Raj Patel
Co-Founder, COO & CFO of Mantl
Raj Patel is the Chief Operating Officer, Chief Financial Officer, and Co-Founder of Mantl.
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About Mantl: Mantl is a banking technology company that provides workflow management and automation tools for banks and credit unions.
Daniel Siracuse
Chief Financial Officer & Chief Operating Officer of Trumid
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About Trumid: Trumid is a financial technology company bringing efficiency to credit trading through data, technology, and innovative products.
Thomas Giannetti
Partner & CFO of Lexington Partners
Mr. Giannetti is primarily engaged in the management of Lexington’s operations and corporate and fund administration and accounting.
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About Lexington Partners: Lexington Partners is an independent manager of secondary private equity and co-investment funds.
Therese Stoch
Chief Financial Officer of Burford Capital
Therese M. Stoch serves as Chief Financial Officer, Funds, at Burford Capital. Ms. Stoch has more than a decade of experience as a financial professional across multiple asset management platforms. She previously was Chief Financial Officer at Chicago Fundamental Investment Partners, LLC, a credit-focused alternative investment management firm that managed more than $1.4 billion in assets, and served as Controller at Fifth Street Asset Management, a publicly listed manager with more than $5 billion in assets. Ms. Stoch began her career as a senior auditor in the Investment Management Group at Deloitte LLP. Ms. Stoch graduated with distinction from DePaul University and earned her MBA with distinction from the Kellstadt Graduate School of Business at DePaul University. She is a registered certified public accountant and a member of Chicago Financial Women and 100 Women in Hedge Funds.
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About Burford Capital: Burford Capital operates as a finance and professional services company.
Amrita Bhandari
CFO of Acumen
Acumen’s focus on building a world based on dignity through creative though tangible solutions is why I am so passionate about working here.” Amrita is Acumen’s global CFO, responsible for financial operations across our geographies, strategy, planning and reporting. Prior to Acumen, Amrita was CFO of Katzenbach Partners, a dynamic management consulting firm and was instrumental in the merger integration of Katzenbach with Booz & Co. In addition to her management role, she consulted with clients across a range of industries with a focus on strategy and planning. Since then, she developed her own independent consulting practice with a focus on inspiring organizations in the social sector. Amrita has worked with Acumen in the past as a strategy consultant covering a range of topics such as clarifying Acumen’s business model, developing a multi-year operating plan and evaluating Acumen’s employee compensation plans. Amrita has also worked with Management Leadership for Tomorrow, Edelman and other professional services firms. Amrita received a BA in International Relations from The College of Wooster.
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About Acumen: Acumen is a non-profit venture fund that uses entrepreneurial approaches to solve the problems of global poverty.
James Orsillo
Partner, CFO and COO of Underscore VC
James is responsible for Evariant’s financial planning, accounting, reporting, and treasury. Prior to joining the company he worked for American Tower where he was Senior Manager, Corporate FP&A (Financial Planning & Analysis.) James was an integral part of American Tower’s global budgeting, strategic planning, and earnings release processes, and helped the company reorganize into a Real Estate Investment Trust (REIT.) He has corporate finance experience across a variety of industries, including consumer products, healthcare research and publishing, and interactive marketing. James received his Master of Science degree in Finance from Brandeis University, and a Bachelor of Science degree from Boston College.
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About Underscore VC: Underscore VC is a venture capital firm backing entrepreneurs from Seed to Series A.
Jai Agarwal
CFO of Apollo Commercial Real Estate Finance
Jai Agarwal is the Chief Financial Officer, Treasurer and Secretary of our Company. Prior to joining ARI, he served as the chief financial officer and treasurer of CM Finance Inc. (Nasdaq: CMFN). Prior to CM Finance, Mr. Agarwal was a senior vice president in Blackstone’s real estate finance group and a director of finance and accounting at Capital Trust, the predecessor to Blackstone Mortgage Trust (NYSE: BXMT). Prior to that, Mr. Agarwal held positions in finance and investments at iStar Inc. (NYSE: STAR). He holds a Bachelor of Science from University of Mumbai and is a Certified Public Accountant (inactive).
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About Apollo Commercial Real Estate Finance: Apollo Commercial Real Estate Finance, Inc is a commercial real estate finance company
Daniel Rochkind
COO/CFO of Marker
Daniel Rochkind is the Chief Operating Officer and Chief Financial Officer of Marker. Prior to joining Marker, Dan was a Principal at Siguler Guff & Company, LP where he was actively involved in the firm’s operational and financial processes and led the firm’s Operational Due Diligence program. Previously, Dan was a Vice President at Fortress Investment Group and Goldman Sachs. Dan earned a BS in Accounting and a BA in Journalism from the University of Maryland.
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About Lerer Hippeau, Marker: Marker is a venture capital and growth equity firm that provides investment to high-growth companies.
Richard Correia
CFO of MoneyLion
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About MoneyLion: MoneyLion is a mobile banking platform for borrowing, saving, and investing.
Timothy E. Bixby
CFO of Lemonade
Tim Bixby is CFO at Lemonade.
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About Lemonade, Lemonade: Lemonade operates as a full-stack insurance company powered by AI and behavioral economics and driven by social good.
John C. R. Hele
Executive Vice President & Chief Financial Officer of MetLife
John Hele is executive vice president & chief financial officer for MetLife, Inc. and a member of the company’s executive group. Appointed to this position in September 2012, Hele oversees all financial management matters for MetLife, including financial reporting, treasury, corporate actuarial, tax, investor relations as well as mergers and acquisitions. Prior to joining MetLife, Hele was executive vice president, chief financial officer and treasurer of Arch Capital Group Ltd., a public limited liability company that writes insurance and reinsurance globally through operations in Bermuda, the United States, Europe and Canada. Prior to joining Arch Capital in 2009, Hele was chief financial officer and a member of the executive board of ING Group N.V., one of the largest global financial services companies. As CFO, Hele was based in Amsterdam and had responsibility for a financial function on five continents. He was also responsible for financial controls and reporting as well as capital management and tax reporting. During his six-year tenure at ING, Hele was also deputy chief financial officer, general manager, and chief insurance risk officer, responsible for global insurance risk management. Hele also served as group actuary. Hele served as founder, president and chief executive officer of Worldinsure, Bermuda, a technology company that automated life insurance underwriting, from 1999 to 2003. Prior to that, he spent 11 years with Merrill Lynch in investment banking, marketing and finance positions in the U.S. In his last role at Merrill Lynch, Hele was responsible for providing strategic and financing advice to leading life insurance chief executive officers and chief financial officers in North and South America. Before joining Merrill Lynch, Hele held various actuarial, finance and business roles at Crown Life in Toronto. Hele has been a member of the CFO Forum in Europe, the chair of the Chief Risk Officer Forum, and is a Fellow in the Society of Actuaries. He holds a bachelor’s degree in mathematics from the University of Waterloo, Ontario, Canada.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Craig Slutzkin
CFO & COO of New Leaf Venture Partners
Craig Slutzkin is the Chief Financial Officer of New Leaf Venture Partners. Previously, Craig served as Chief Financial Officer of the Sprout Group for three years. Prior to joining Sprout in 2002, Craig spent over seven years in the assurance practices of Arthur Andersen and Ernst & Young in New York, primarily working with private equity firms, investment banking institutions, and hedge funds. Craig received his M.B.A. in Finance from Columbia Business School and received a B.A. in Accounting and Information Systems from Queens College. He is a certified public accountant and a member of the American Institute of Certified Public Accountants.
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About New Leaf Venture Partners: New Leaf Venture Partners is a venture capital firm focused on investments in healthcare technology companies.
Eliza Howard
CFO in Residence of Indicator Ventures
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About Indicator Ventures: We invest in founders building software making work, life, and wealth-building easier and more accessible.
Wendy Gartenberg
CFO of TIGER 21
Wendy Gartenberg joined TIGER 21 in 2012 and currently serves as Chief Financial Officer. Ms. Gartenberg has over 25 years of extensive finance and accounting experience in various industry sectors and she has had much success in the design and implementation of strategies to strengthen financial controls and promote sound financial decision making. She is a Mathematician with a passion for financial analysis, budgeting and financial modeling. Over the past four years, Ms. Gartenberg has overseen the largest revenue growth in TIGER 21’s history. Before joining TIGER 21, Ms. Gartenberg worked as Corporate Controller for seven years at Marie Chantal LLC, a United Kingdom-based wholesale, retail and e-commerce company. Ms. Gartenberg also served as Cooperative Auditor and then Food and Beverage Controller during her 10 year tenure at the Four Seasons Hotel chain in New York. Ms. Gartenberg earned a B.S. degree from George Washington University.
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About TIGER 21: TIGER 21 is a North America’s premier peer-to-peer learning network for high-net-worth investors.
Wendy Gartenberg
CFO of TIGER 21
Wendy Gartenberg joined TIGER 21 in 2012 and currently serves as Chief Financial Officer. Ms. Gartenberg has over 25 years of extensive finance and accounting experience in various industry sectors and she has had much success in the design and implementation of strategies to strengthen financial controls and promote sound financial decision making. She is a Mathematician with a passion for financial analysis, budgeting and financial modeling. Over the past four years, Ms. Gartenberg has overseen the largest revenue growth in TIGER 21’s history. Before joining TIGER 21, Ms. Gartenberg worked as Corporate Controller for seven years at Marie Chantal LLC, a United Kingdom-based wholesale, retail and e-commerce company. Ms. Gartenberg also served as Cooperative Auditor and then Food and Beverage Controller during her 10 year tenure at the Four Seasons Hotel chain in New York. Ms. Gartenberg earned a B.S. degree from George Washington University.
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About TIGER 21: TIGER 21 is a North America’s premier peer-to-peer learning network for high-net-worth investors.
Edward Gilpin
CFO PTMN – MLC – BCPL of BC Partners
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About BC Partners, KCAP Financial Inc.: BC Partners is an international alternative investment firm focused private equity, credit, real estate, and investment strategies.
Pete Wylie
Chief Financial Officer of CommonBond
Pete leads CommonBond’s student lending team, and previously served as the company’s vice president, finance. Prior to CommonBond, Pete was CEO and co-founder of Gradible, a personal finance technology company that helps people evaluate and optimize their student loan repayment options. In early 2016, CommonBond acquired Gradible. Before founding Gradible, Pete held roles in general management at growth stage startups, including Tough Mudder and 3Ships, a digital agency. Pete is a graduate of UNC-Chapel Hill.
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About CommonBond, CommonBond, CommonBond, CommonBond, Gradible: CommonBond was founded in 2012 to help relieve the student loan burden, and since then we’ve funded over $4 billion in better loans.
Robert Pietrucha
CFO of Guy Carpenter & Company
Robert Pietrucha is the Chief Financial Officer of Guy Carpenter and a member of the firm’s Board of Managers. Previously, Mr. Pietrucha served as the Finance Director of Marsh’s International Division. Before joining Marsh, Mr. Pietrucha worked with Johnson & Higgins, including assignments within the Controllership and Strategic Planning department, and also worked with Mercer’s corporate finance division. Prior to joining Marsh & McLennan Companies, Mr. Pietrucha worked as a Senior Auditor with Arthur Andersen & Co., where he earned his CPA. Mr. Pietrucha attended Ohio Wesleyan University, where he received a Bachelor of Arts degree in accounting.
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About Guy Carpenter & Company: Guy Carpenter & Company, LLC operates as a reinsurance intermediary. The company offers accident and health, agriculture, alternative risk
John Klein
CFO & COO of Eldridge
John Klein is Chief Financial Officer and Chief Operating Officer of Eldridge Industries. Before joining Eldridge, Mr. Klein was an adviser to Stone Point Capital and previously served as President of Guggenheim Investments overseeing operations, distribution, strategy, and finance. Prior to joining Guggenheim Partners, Mr. Klein was a partner and member of the Investment Committee for Citi Private Equity, a manager of capital invested in private transactions. He began his career at Bain & Company. Mr. Klein received his A.B. in Economics from Amherst College and his J.D. from the University of Michigan Law School.
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About Eldridge: Eldridge invests across Insurance, Asset Management, Technology, Mobility, Sports & Gaming, Media & Music, Real Estate, and Consumer.
Debra A. Hess
Chief Financial Officer of NorthStar Realty Finance
Ms. Hess is the Chief Financial Officer of NorthStar and has served in that position since July 2011. Ms. Hess most recently served as Chief Financial Officer of H/2 Capital Partners, a position she held from August 2008 until June 2011. From March 2003 until August 2008, Ms. Hess was a managing director at Fortress Investment Group (NYSE: FIG), a global management firm, where she also served as Chief Financial Officer for one of its portfolio companies, Newcastle Investment Group (NYSE: NCT), a real estate investment and finance company. Earlier in her career, from 1993 through February 2003, Ms. Hess served in various capacities at Goldman, Sachs & Co. (NYSE:GS), including as Vice President in the Principal Finance Group and as a Manager of Financial Reporting in Goldman Sachs’ Finance Division. Prior to joining Goldman Sachs, Ms. Hess worked in the corporate credit policy group at Chemical Bank for two years and spent five years at Arthur Anderson & Co. as a supervisory senior auditor focused on financial services firms. Ms. Hess has a Masters’ in Business Administration in Finance from New York University and a Bachelors of Science in Accounting from the University of Connecticut.
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About NorthStar Realty Finance: NorthStar Realty Finance Corp. is an internally-managed real estate finance company formed in October 2003. Our shares are publicly traded
Maximilian Niederste-Ostholt
Co-Founder & Chief Financial Officer of Rally
Maximilian Niederste-Ostholt is the Co-Founder and Chief Financial Officer of Rally.
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About Rally: Rally is a platform for buying and selling equity shares in collectible assets, enabling anyone to invest in one-of-a-kind collectibles.
Salvatore Tirabassi
CFO of Strategic Financial Solutions
Salvatore is the CFO of Strategic Financial Solutions. He brings an extensive track record of guiding company growth, strategic finance, governance and corporate development to our company. Prior to joining Strategic, Salvatore spent 15 years as a growth equity investor with M/C Partners and Dolphin Equity Partners, where he invested in emerging service businesses, which he then helped grow and sell to companies such as CA Technologies, CBS, Compuware, Nokia and Synchronoss. Prior to his investing career, Salvatore was a strategic marketing consultant at FutureBrand, which was acquired by Interpublic Group. Mr. Tirabassi received an AB from Harvard University and an MBA from the Wharton School of the University of Pennsylvania, where he was named a Palmer Scholar. He also received an MSE in Telecommunications and Networking Engineering from the University of Pennsylvania.
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About Strategic Financial Solutions: Strategic Financial Solutions works for consumers in difficult financial situations to execute a plan to reduce their debt.
Ed Grieb
CFO of Market76, Inc.
CFO at Market76, Inc.
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About Market76, Inc.: Market76 makes financial services work better by empowering businesses to operate with the best, highest-quality data available.
Diana Cucciniello
Chief Financial Officer & Chief Operating Officer of Trillium Management
Diana’s career spans over 17 years of experience in financial operations and management. Diana has served as Chief Financial Officer of King Financial Services, Inc., a self-clearing broker dealer, which cleared approximately one billion shares a month at its peak. She and her husband volunteer with and donate to Hurricane Sandy charities and victims, and are advocates and donors to children’s cancer related organizations. Diana received her Bachelor’s degree in Accounting and Finance from Caldwell College. She resides in New Jersey with her husband and two sons.
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About Trillium Management: Trillium is one of the first and fastest growing digital trading firms.
John Lane
Global CFO – Alternatives of PIMCO
John Lane is the Global CFO – Alternatives at PIMCO.
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About PIMCO: PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.
Kenneth Marlin
Chief Financial Officer & Chief Compliance Officer of Starboard Value
Kenneth Marlin is the Chief Financial Officer and Chief Compliance Officer of Starboard Value LP. Prior to joining Starboard in 2011, Mr. Marlin was a Managing Director and the Chief Compliance Officer of Ivy Asset Management LLC. Previously, Mr. Marlin was an Assistant Vice President of Lehman Brothers Inc. Mr. Marlin has also held positions at Manufacturers Hanover Trust and Arthur Anderson and Co. He graduated from the State University of New York at Albany with a B.S. in Accounting, and is a CPA in the State of New York.
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About Starboard Value: Starboard Value is an investment adviser that offers investors with tips on investing in publicly traded U.S. small cap companies.
Michael Oporto
Chief Financial Officer of Patricia Industries
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About Investor Growth Capital Limited, Patricia Industries: Patricia Industries is a long-term owner that invests in companies and works to develop each company to its full potential.
Robert J. Bertoldi
President and Chief Financial Officer of Amphion Innovations
Prior to his involvement with the Company, Mr. Bertoldi was a founder President and CFO of Amphion Capital Partners LLC (the predecessor company) and VennWorks LLC. Mr. Bertoldi is also a general partner of Amphion Partners LLC (formerly known as Wolfensohn Partners, LP). Prior to that, he served as Chief Financial Officer for James D. Wolfensohn, Inc. and Hambro America Inc. He began his career at KPMG and left as a manager in the investment services department. Mr. Bertoldi received a B.A. in Accounting and Economics from Queens College, New York in 1976 and became a Certified Public Accountant in 1978. He is a member of the AICPA and NYSCPA.
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About Amphion Innovations: Amphion Innovations is a principal investment firm specializing in early-stage medical, life sciences, and technology companies.
Nathan Barber
CFO of FinMkt
Before joining FinMkt in 2018, Nathan began his career with JPMorgan’s investment banking group in New York and San Francisco. During his tenure there, he worked on a variety of mergers & acquisitions and capital raising transactions with software and technology clients. In total, he has advised corporate clients on transactions valued in excess of $12 billion. In addition, Nathan has authored a white paper on marketplace lending and advised a leading institutional fund on issues related to marketplace lending and capital formation.
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About FinMkt: Revolutionizing point of sale financing through our highly customizable SaaS, multi-lender, omni-channel platform.
Richard Gelinas
Chief Financial Officer of Fi-Tek
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About Fi-Tek: Fi-Tek is a premier product focused financial technology solutions and services company.
Sandra Kim-Suk
Chief Financial Officer of Norwest Equity Partners (NEP)
Sandra is a senior financial executive with over 25 years of experience in banking and private equity. Her career reflects a demonstrated track record of helping businesses grow in an increasingly complex environment. Most recently, she was at L Catterton where she had roles as CFO & CAO and CFO-Americas. Previously, she was COO/CFO of Citi Infrastructure Investors, a private equity fund focused on global infrastructure investing. She began her career as an investment banker at Citi in the media group and worked with various publishing and cable companies on M&A opportunities and capital raises. After eight years in investing banking, Sandra moved to Citi’s Finance division where she was responsible for Capital Management within the Treasury Group of Citi’s Capital Markets & Banking division.
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About Norwest Equity Partners (NEP): NEP is a leading middle market investment firm focused on partnering with business owners to build companies into industry leaders.
Scott Gellman
COO/CFO of Kurtosys
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About Kurtosys: Real growth. Realized. Digital Experience Platform for Financial Services.
Steve Brown
CFO of eProdigy Financial
As CFO of eProdigy, Steve brings over 20 years of financial executive experience to the team. Steve was the CFO of the IDT Corporation from 1995-2009, where he oversaw the financial aspects of it’s IPO, and served on the Board of Directors. Steve founded and was the CEO of IDT Entertainment – a subsidiary which was sold for $500m during his tenure as CFO of the parent. Steve is also partner in Brown, Brown and Associates, a tax and accounting firm; and a member of the Academy of Television Arts & Sciences.
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About eProdigy Financial: eProdigy offers cloud-based platforms that supports processes in the alternative finance industry.
Anthony Graham Sadler
CFO of BGC Partners
Anthony Graham Sadler is the chief financial officer at BGC Partners.
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About BGC Partners: BGC Partners is a global brokerage company servicing the wholesale financial and real estate markets.
Ben Chrnelich
Executive Vice President & CFO of IPC Systems
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About IPC Systems, Symphony Communication Services: IPC Systems is a consulting company that provides and services voice communication systems for financial companies.
Evan Russo
Chief Financial Officer of Lazard
Evan L. Russo, age 42, will become Chief Financial Officer of Lazard Ltd and Lazard Group, effective October 1, 2017. He is currently Managing Director and Co-Head of Lazard’s Capital Markets and Capital Structure Advisory practice. Mr. Russo has served as a Managing Director of Lazard since 2009, and joined Lazard as a Director in 2007. Prior to joining Lazard, he worked for Goldman, Sachs & Co. in the Investment Banking Division, and prior to that, for Barclays Capital. He began his career as a corporate attorney with the law firm of Milbank, Tweed, Hadley & McCloy.
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About Lazard: Lazard is a financial advisory and asset management firm focused on income strategies, alternative investments, and private equity funds.
Robert Colligan
CFO of Chimera Investment Corporation
Robert Colligan serves as chief financial officer at Chimera Investment Corporation.
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About Chimera Investment Corporation: Chimera is a specialty finance company that operates as a real estate investment trust.
Taylor Wielage
Chief Financial Officer of LiquidityBook
Taylor Wielage has served as CFO since joining LiquidityBook in January 2015. He brings a wide range of experience, having worked on the buy-side, sell-side and vendor community. Most recently Mr. Wielage served as CFO of accounting software provide PlanGuru, and before that worked in financial positions at Jefferies and Och-Ziff Capital Management. Mr. Wielage is a graduate of the University of Vermont.
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About LiquidityBook: LiquidityBook powered some of the industry’s most sophisticated and demanding firms through their advanced trade management products.
Jumpei Shirasaki
Executive Officer / CFO of WealthPark
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About WealthPark: WealthPark is a digital asset management platform that connects investors and managers of real estate.
Adi Raviv
CFO of Strategic Funding Source
Adi joined SFS in 2009, with 25 years of experience in the financial services industry, as an investment banker, a CFO and corporate executive. His MBA education and military training have prepared him well for the world of entrepreneurship, small business lending and financing.
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About Strategic Funding Source: Strategic Funding Source finances the future of small business with technology and insight
Pete Graham
Chief Financial Officer of PRA Group
Pete Graham serves as executive vice president and chief financial officer for PRA Group. Graham is a seasoned finance executive with more than 20 years focused on the financial services industry across a broad range of sectors including lending, leasing, insurance and asset management. Graham joined PRA in 2016 and reports directly to PRA President and Chief Administrative Officer Kevin Stevenson. Graham is a 14-year veteran of General Electric Company (GE), most recently as a finance executive on the GE Capital exit plan team, focused on GE’s disposition of the majority of GE Capital. His previous positions within GE Capital include chief financial officer for GE Commercial Distribution Finance and GE Capital Markets. He also served as global controller for Treasury and Global Funding Operations and controller and manager of Financial Planning and Analysis for GE Asset Management. Prior to joining GE, Graham was with KPMG LLP for 10 years where he led audit and advisory teams serving clients in the financial services industry in insurance, banking, and asset management. His tenure with KPMG included three years living and working in Switzerland while leading teams across Europe. Graham earned his bachelor’s degree in accounting from the University of Connecticut and is also a Certified Public Accountant.
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About PRA Group: PRA Group offers the following broad range of debt buying solutions and business and government services.
Raja Dakkuri
Chief Financial Officer of Bank Leumi USA
Raja Dakkuri is the Chief Financial Officer at Leumi. Mr. Dakkuri joined Leumi in 2015. Prior to joining Leumi, Mr. Dakkuri was a Director in the Finance Department at Point 72 Asset Management. Prior to that, he held various financial roles at Citigroup. Raja earned a bachelor’s degree in business administration from the University of Michigan.
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About Bank Leumi USA: Bank Leumi USA is a full-service commercial and private banking institution providing financial services to middle market firms.
Henri J. Steenkamp
Chief Financial Officer, Chief Compliance Officer, Treasurer and Secretary of Saratoga Investment Corp.
Henri Steenkamp is the Chief Financial Officer, Chief Compliance Officer, and Director of Saratoga Investment Advisors, LLC. Before that, Steenkamp held the position of Chief Accounting Officer and Global Controller at MF Global for four years. He joined MF Global, then Man Financial, in 2006 as Vice President of External Reporting and Accounting Policy. Henri Steenkamp was selected by Treasury & Risk magazine as one of its Top 40 Under 40 in 2011. Henri is a member of the New York Chapter of the Private Equity CFO Association (PECFOA) and the Small Business Investor Alliance (SBIA). Henri Steenkamp holds a degree in financial accounting from the University of Johannesburg.
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About Pillar College, Saratoga Investment Corp.: Saratoga Investment provides customized financing solutions for middle market companies located in the United States.
Edward Bowler
SVP and CFO of USI Insurance Services
Edward Bowler serves as senior vice president and chief financial officer at USI Insurance Services.
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About USI Insurance Services: USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Jason Emerson
Chief Financial Officer of GAIN Capital
Jason is responsible for external financial reporting, internal audit, tax and investor relations. Prior to joining GAIN Capital in 2013, Jason was Managing Director and Business Manager of KCG Holding’s Global Execution Services division, where he was responsible for all financial and operational aspects of the business. Previously, he served as KCG’s Director of Financial Operations. Prior to KCG, Jason held financial and operational positions at Instinet, Merrill Lynch and was an auditor with PricewaterhouseCoopers.
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About GAIN Capital: GAIN Capital is a global provider of online trading services, specializing in foreign exchange (forex or FX) and contracts for difference
Stephen F Carman
Executive Vice President, Chief Financial Officer & Treasurer of First Bank
Stephen F. Carman brings more than 30 years of banking experience to First Bank. As the Senior Vice President and Chief Financial Officer, he prepares earnings and other financial reports, handles regulatory reporting, manages and analyzes the bank’s investment portfolio, maintains the bank’s accounting system and general ledger and prepares the bank’s annual budget and financial plan. Mr. Carman began his career in banking at Yardville National Bank in 1979. He served in a number of positions of increasing responsibility until December of 1992, when he became Executive Vice President and Chief Financial Officer. Mr. Carman earned a Bachelor of Science Degree in Finance from Rider University in Lawrence, New Jersey, and has completed coursework at the National School of Bank Investments. He resides in Ewing, New Jersey.
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About First Bank: First Bank is the personal and business banking.
Stephen F Carman
Executive Vice President, Chief Financial Officer & Treasurer of First Bank
Stephen F. Carman brings more than 30 years of banking experience to First Bank. As the Senior Vice President and Chief Financial Officer, he prepares earnings and other financial reports, handles regulatory reporting, manages and analyzes the bank’s investment portfolio, maintains the bank’s accounting system and general ledger and prepares the bank’s annual budget and financial plan. Mr. Carman began his career in banking at Yardville National Bank in 1979. He served in a number of positions of increasing responsibility until December of 1992, when he became Executive Vice President and Chief Financial Officer. Mr. Carman earned a Bachelor of Science Degree in Finance from Rider University in Lawrence, New Jersey, and has completed coursework at the National School of Bank Investments. He resides in Ewing, New Jersey.
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About First Bank: First Bank is the personal and business banking.
Rick Stewart
Chief Financial Officer of Wealth-X
Rick Stewart is the CFO at Wealth-X. With more than 25 years of diverse international and industry experience, Rick has built an impressive career with multiple technology firms, streamlining operations and enhancing systems to optimize productivity and profitability. He has also been the CFO in two recent company sales (exit events). Prior to joining Wealth-X, Rick was CFO for Webcollage (a division of Answers.com) where he helped orchestrate an exit strategy and ultimately a final sale to Gladson. Rick has served as CFO of Pulsepoint, and prior to that, CFO of Yieldex through its acquisition by AppNexus, where he became Vice-President of Finance.
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About Wealth-X: Wealth-X provides wealth intelligence solutions to help you uncover, understand, and engage with the world’s wealthiest individuals.
Marc Fox
Chief Financial Officer of Ladder Capital Finance
Marc Fox is the Chief Financial Officer at Ladder Capital Finance.
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About Ladder Capital Finance: Ladder Capital Finance is a specialty finance company that provides comprehensive financing solutions to the commercial real estate
Marc Fox
Chief Financial Officer of Ladder Capital Finance
Marc Fox is the Chief Financial Officer at Ladder Capital Finance.
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About Ladder Capital Finance: Ladder Capital Finance is a specialty finance company that provides comprehensive financing solutions to the commercial real estate
Brian S. Chase
CFO, Treasurer & Director of Garrison Capital Inc
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About Garrison Capital Inc: Garrison Capital Inc. is a recently-organized, externally managed, non-diversified, closed-end management investment company that has
Tony DeLise
CFO of MarketAxess
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About MarketAxess: MarketAxess operates a leading electronic trading platform that enables fixed-income market participants for trade corporate bonds.
William Corrigan
Chief Financial Officer of Alera Group
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About Alera Group: Alera Group is an independent, national insurance and financial services firm.
John Worthley
CFO of ICOToday
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About ICOToday: ICOToday is the secure, reliable platform for launching and directly investing in ICOs.
William Lauricella
CFO of Mediant
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About Mediant: Mediant is a provider of investor communications technology and technology-enabled solutions to banks, brokers, corporations, and funds.
Michael J Mancuso
Chief Financial Officer of Teton Advisors
Prior to joining Teton Advisors, Inc. as Chief Financial Officer, Mike was the CFO of Prudential Mortgage Capital Company (PMCC), a commercial mortgage origination and servicing platform with $40 billion of assets under management (AUM). Prior to joining PMCC, Mike was Vice President & Controller for Prudential Investment Management, a multi asset class investment manager with over $800 billion in AUM. Mike also served as Senior Vice President Finance of Prudential Securities Group. Mike also held various financial management and controllership positions throughout Prudential Financial, including roles in the Corporate Controllers and Internal Audit functions. Mike joined Prudential in 1992 after seven years in the financial services audit practice of Deloitte & Touche. Mike earned his B.S. from Rutgers University in New Brunswick, NJ, and is a Certified Public Accountant (CPA).
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About Teton Advisors: Teton Advisors is a multi-strategy investment management company.
Eric E. Stickels
Executive Vice President, Secretary & CFO of Oneida Financial
Eric E. Stickelshas been Executive Vice President, Secretary and Chief Financial Officer of Oneida Financial Corp. since April 2003, and President and Chief Operating Officer of Oneida Savings Bank since December 2011. Prior to that time, Mr. Stickels held a variety of positions at Oneida Savings Bank, most recently Executuve Vice President and Chief Financial Officer. Mr. Stickels has been associated with Oneida Savings Bank since 1982 and a member of the senior management group since 1986. Mr. Stickels currently serves as an active member of the Asset/Liability, Trust Investment, Compliance, Information Technology and Marketing Committees. Mr. Stickels is the treasurer and secretary of all Oneida Savings Bank subsidiaries and serves as a director of all Oneida Savings Bank subsidiary corporation boards. Mr. Stickels is also Treasurer and a board member of Oneida Savings Bank Charitable Foundation. Mr. Stickels is actively involved in the community and has served as a member of the executive committee of NYSARC, Inc. since 2002, a statewide non-profit provider of services for individuals with intellectual and other developmental disabilities.
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About : Oneida Savings Bank is your full service community bank offering personal and business banking, trust and investment services.
Svetlana Eydelman
Chief Financial Officer of SURETLY
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About SURETLY: Suretly is an international crowdvouching platform.
Kevin B. Klotzbach
Executive Vice President and Chief Financial Officer of Financial Institutions
Kevin B. Klotzbach is Executive Vice President, Chief Financial Officer and Treasurer of the Company and the Bank. He joined the Company in 2001, and previously served as Chief Investment Officer at Greater Buffalo Savings Bank (“GBSB”). Prior to joining GBSB in 1999, Mr. Klotzbach held various executive, portfolio management and risk management positions with Empire Federal Savings Bank, Key Bank and Merrill Lynch Asset Management.
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About : Financial Institutions, Inc. is a financial holding company for Five Star Bank, a New York State
Mark Kociancic
Executive Vice President and Chief Financial Officer of Everest Reinsurance Company
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About Everest Insurance, Everest Reinsurance Company: Everest is a world leader in property and casualty reinsurance and insurance, offering innovative products.
Paul Nigrelli
Managing Director & Chief Financial Officer of EquiLend
As EquiLend’s Chief Financial Officer, Paul oversees the company’s finance, accounting, human resources, and facilities. Paul is also responsible for global product development. He oversees the team’s responsibilities managing product strategy and developing additional opportunities for clients to leverage the EquiLend platform. Paul joined EquiLend in 2002 as the company’s Controller. Earlier in Paul’s career, he served eight years as an Audit Manager in the Banking and Capital Markets Practice for PricewaterhouseCoopers. His clients included large global investment banks and electronic trading platforms. Paul is a 1994 graduate of the University of Notre Dame, and holds a BS in business administration, with a concentration in accountancy. He has worked and lived in Chicago, London, and New York. Paul holds FINRA 7, 24, 27, and 63 licenses as well as IIROC CSC, CFO and PDO designations.
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About Datalend, EquiLend: EquiLend is a provider of trading and post-trade services for the securities finance industry.
Darren Glickman
Chief Financial Officer of ETRE Financial
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About ETRE Financial: ETRE Financial is a liquid real estate company that enables users to take their buildings public via an IPO on the NASDAQ.
Michael Kagan
CFO & CCO of Informa Financial
Michael Kagan is a CFO & CCO at Informa Investment Solutions.
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About Informa Financial: Informa Financial provides financial software and services to financial institutions, brokerages, investment management companies.
Charles Compton
Executive Vice President & Chief Financial Officer of United Guaranty
Charles Compton oversees the Accounting, Financial Planning and Analysis, Treasury, and Structured Products groups at United Guaranty. He is responsible for the company’s financial reporting and performance, capital management, and rating agency relationships. Compton joined the company in 2011, bringing strong leadership experience in both finance and insurance. Prior to that, he was executive vice president and chief financial officer of HSBC Insurance NA, where he was responsible for financial leadership of the company’s North American insurance operations. At HSBC, he helped align the North American insurance business with the company’s global retail banking and wealth models. Prior to joining HSBC, Compton was a partner at Adanac II LP. Before that, he was with Associates First Capital Corp. for 11 years, leaving as executive vice president for international insurance operations. Compton began his career at Ernst & Young after earning a bachelor’s degree from the University of North Texas. He is also a certified public accountant.
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About United Guaranty: United Guaranty has provided the best in mortgage insurance products and services to mortgage lenders and credit unions of all sizes.
Terry R. Goodemote
CFO of Arrow Financial Corporation
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About Arrow Financial Corporation: Arrow Financial Corporation is an Insurance company.
Richard Peteka
Chief Financial Officer, Treasurer of Apollo Investment Corporation
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About Apollo Investment Corporation: Apollo Investment Corporation (NASDAQ: AINV) , a Maryland corporation organized on February 2, 2004, is a closed-end, externally managed,
