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 Asset Management 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.
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.
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.
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 .
Jon Marom
Chief Financial Officer of WorldQuant
Marom is responsible for oversight of WorldQuant’s financial management processes and Facilities functions. Prior to joining WorldQuant, Mr. Marom served as Chief Financial Officer at The Rohatyn Group and Global Product Manager for the Plexus Group, Inc., a subsidiary of JP Morgan. Before that, he held several positions within JP Morgan including Manager of Strategic Business Development. Mr. Marom holds a MS in Management and Financial Management and a BFA from Carnegie Mellon University.
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About WorldQuant: WorldQuant is a quantitative investment management firm.
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
Christopher Cline
Chief Financial Officer of Locus Energy
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About Locus Energy: Software monitoring and analytics for the solar industry.
Scott Gellman
COO/CFO of Kurtosys
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About Kurtosys: Real growth. Realized. Digital Experience Platform for Financial Services.
Christopher Temme
CFO: USA of BitFlyer
Christopher Temme is a director of product and digital operations is SourceMedia.
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About BitFlyer: BitFlyer is a bitcoin exchange and marketplace that enables its customers to buy, sell, and spend bitcoins.
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.
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
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.
Brett Weinblatt
Chief Financial Officer of American Stock Transfer & Trust
Results-oriented, high-performing executive with extensive experience in both public and PE-backed global companies focused on strategic planning, capital structure optimization, mergers and acquisitions, SEC and financial reporting, financial planning and analysis, mergers and acquisitions, and operations. Successful track record of effective partnering, transaction structuring and execution, restructuring and refinancing, streamlining operations, and staff development. Accomplished team leader who drives cost-conscious initiatives to sustain long-term operational efficiency, resulting in increased shareholder value.
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About American Stock Transfer & Trust: American Stock Transfer & Trust is a provider of comprehensive stock transfer and employee plan services.