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 Finance 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.
Josh Gilbert
Chief Financial Officer of Freestyle
Joshua Gilbert is the Chief Financial Officer at Freestyle Capital.
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About Freestyle: Freestyle is a venture capital firm that focuses on early-stage technology companies.
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.
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.
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.
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.
Jeff Bornstein
Senior VP & CFO of General Electric
Jeff Bornstein is Senior VP & CFO at General Electric.
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About General Electric: General Electric offers infrastructure and financial services worldwide.
Jeff Bornstein
Senior VP & CFO of General Electric
Jeff Bornstein is Senior VP & CFO at General Electric.
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About General Electric: General Electric offers infrastructure and financial services worldwide.
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.
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.
SungHwan Cho
CFO & Director of Icahn Enterprises
SungHwan Cho has served as Chief Financial Officer of Icahn Enterprises L.P. and its general partner, Icahn Enterprises G.P., Inc., since March 2012 and as a director since September 2012. Prior to that time, he was Senior Vice President and previously Portfolio Company Associate at Icahn Enterprises and Icahn Enterprises Holdings from October 2006 to February 2012. From 2004 to 2006, Mr. Cho served as director of finance for Atari, Inc., a publisher of interactive entertainment products. From 1999 to 2002, Mr. Cho served as director of corporate development and director of product development at Talk America, a telecommunications provider to small business and residential customers. From 1996 to 1999, he was an investment banker at Salomon Smith Barney in New York and Tokyo.Mr. Cho has been a director of: The Pep Boys – Manny, Moe & Jack, since February 2016; Ferrous Resources Limited, since June 2015;American Railcar Leasing LLC, since September 2013; CVR Refining GP, LLC, the general partner of CVR Refining, LP since January 2013; CVR Energy, Inc., since May 2012; CVR GP, LLC, the general partner of CVR Partners LP, since May 2012; Federal-Mogul Corporation, since May 2012; XO Holdings, a competitive provider of telecom services, since August 2011; American Railcar Industries, Inc., since June 2011; Take-Two Interactive Software Inc., a publisher of interactive entertainment products, from April 2010 until November 2013; WestPoint Home LLC since January 2008; PSC Metals Inc. since December 2006; and Viskase Companies, Inc. since November 2006. XO Holdings is indirectly controlled by Carl C. Icahn. Mr. Icahn also previously had a non-controlling interest in Take-Two Interactive Software through the ownership of securities. Mr. Cho brings to his service as a director his significant experience in leadership roles as director of various companies as discussed above. In particular, his service the as Chief Financial Officer of Icahn Enterprises and Icahn Enterprises Holdings enables him to understand the complex business and financial issues that we may face.
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About Icahn Enterprises: Icahn Enterprises L.P. (NASDAQ: IEP), a master limited partnership, is a diversified holding company engaged in nine primary business.
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.
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.
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.
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.
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.
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
Evan Zawatsky
Partner / Fractional CFO of Wells Group of New York
Evan Zawatsky is a partner of Wells Group and specializes in CFO and Controller services. At Wells Group, he has served as the VP of Finance at Draper James, interim Controller at Daily Harvest, and consultant CFO at Snowe, FEED, and State Bags, among others. Currently, he consults with 20+ organizations in consumer goods & services, healthcare, food & beverage, and financial services. Evan began his career in audit at KPMG, where he earned his CPA, and later joined Ernst and Young’s Advisory group. After completing his MBA, Evan spent four years as an independent consultant while partnering with Nomad Financial and Catalant, focusing on working with start-ups in finance, accounting and management consulting engagements. He consulted 100+ start-ups in tech, consumer goods & services, healthcare, and manufacturing, while also working with Anheuser-Busch’s ZX-Ventures, Estee Lauder and Covanta Energy. Evan received his BS in Accounting from the University of Delaware and MBA from UNC Chapel Hill’s Kenan-Flagler Business School.
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About STATE Bags, Wells Group of New York: Wells Group provides Interim CFO, COO, & Controller services acting as a cost-effective solution for companies at all stages.
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.
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.
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.
Darren Singer
Chief Financial Officer of The Guardian US
Darren joined GNM’s parent company GMG in April 2011 as Chief Financial Officer.He moved to GMG from the WPP-owned global agency network GroupM, where he was Chief Financial Officer, EMEA. Before GroupM Darren held a number of senior roles at BSkyB. He has also worked as an analyst at the BBC.Darren read Economics at Manchester University and qualified as a chartered accountant with Price Waterhouse.
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About Global, The Guardian US: The Guardian US is a British national daily newspaper that covers news, sports, business, opinion, analysis, reviews, and much more.
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.
David B. Edelson
Senior Vice President and Chief Financial Officer of Loews Corporation
David Edelson is senior vice president and chief financial officer of Loews Corporation. He joined the company in May 2005 as senior vice president, monitoring the performance of Loews’s subsidiaries and focusing on strategy, finance, corporate development and investor relations. Prior to Loews, David was executive vice president and corporate treasurer of J.P. Morgan Chase & Co. He was named corporate treasurer in 2001. David joined Chase in 1997 in global mergers & acquisitions and subsequently became head of the firm’s global financial institutions group. Earlier in his career, David worked in the mergers & acquisitions and financial institutions groups at Goldman Sachs & Co. David earned an M.B.A. from the Stanford Graduate School of Business in 1985 and graduated from Dartmouth College in 1981 with an A.B. in English. David is a director of AutoNation, Inc. In addition, he serves as president of Central Synagogue; a trustee of the Jewish Board of Family & Children’s Services; and a member of the Alumni Council and the Dartmouth College Fund Committee at Dartmouth.
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About Loews Corporation: Loews Corporation is a diversified company.
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.
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.
Patty Xu
Chief Financial Officer of Catalyst Investors
Ms. Xu is responsible for Catalyst’s accounting and reporting. Prior to joining Catalyst in 2012, MS. Xu served as Vice President with JP Morgan Private Equity and Real Estate Fund Services where she managed a multimillion-revenue client relationship with funds’ commitments of more than $2B. Previously, she spent more than 9 years at Deloitte & Touche LLP and Arthur Andersen LLP, where she last held the position of Audit Senior Manager specializing in audits of private equity funds. A Certified Public Accountant and a member of the AICPA and the New York State Society of CPA’s, Ms. Xu received a BBA from Baruch College where she is currently working toward an MS in Taxation
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About Catalyst Investors, Catalyst Investors: Catalyst Investors makes growth equity investments in high-growth, lower middle market 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.
Michael G. Levine
CFO of Payoneer
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About Payoneer: Payoneer allows global commerce by connecting businesses, professionals, countries, and currencies with its cross-border payment platform.
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.
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.
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.
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.
Gregory W. Norwood
Senior Executive Vice President and Chief Financial Officer of First Niagara Financial Group
Gregory Norwood is Senior Executive Vice President and Chief Financial Officer. He joined First Niagara in April 2011, and previously served as Chief Risk Officer of Ally Bank. He also served as a Senior Risk Officer for the parent company, Ally Financial, formerly known as GMAC Financial, Inc. Prior to joining Ally in 2009, Norwood served as Treasurer of Wachovia from July 2008, having served in various other senior treasury positions since joining Wachovia in 2005. From 2001 to 2005, he was Corporate Controller for Bank of America. Previously, he was a partner with KPMG, LLP, serving financial services clients including some of the nation’s largest banks from the firm’s New York and Charlotte, North Carolina offices. He started his career with KPMG in 1980 and was a Professional Accounting Fellow at the Securities and Exchange Commission from 1989 – 1991. Norwood earned his bachelor’s degree in accounting from Northern Arizona University.
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About : Niagara Bancorp is a Delaware corporation, formed to be the holding company of the Bank.
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.
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.
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
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.
Benhamin Aryeh
Chief Financial Officer of Small Business Funding Solutions
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About Small Business Funding Solutions: Small Business Funding Solutions provides an achievable financing option to small and mid-sized businesses in need of working capital.
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.
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
Scott Puma
CFO of Visible Alpha
As Chief Financial Officer, Scott Puma is responsible for CSI’s financial leadership and management of financial operations, including accounting, financing strategy, budgeting, financial reporting, fundraising, and mergers and acquisitions. Scott brings over 20 years of experience at technology-focused, high-growth companies, as well as an established tracked record of growing enterprise value at numerous start-ups. Prior to joining CSI, he was Vice President of Finance at Axial, an online network for qualified professionals operating, advising, financing or acquiring private companies, where he presided over an eight-fold increase in the Company’s run-rate over his two years at the Company. Previously, Scott served as Vice President of Finance & Administration at TheMarkets.com, which provided institutional investors with real-time equity and fixed-income research. While there, Scott created a finance and operations group from inception; from 2002 to 2009, the business grew organically from $1 million to $51 million in revenue. Scott also served in senior financial and operational leadership positions at Vigilante, Mail.com and Geotek Communications.A CPA by training, Scott holds a Bachelor of Science in Accounting from Rutgers University.
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About Visible Alpha: Visible Alpha delivers a data and analytics platform with comparable forecast models and actuals from the world’s leading equity analysts.
Rachel A. Foley
CFO of Lake Shore Bancorp, Inc.
Ms. Foley has a Bachelor of Science in Economics from Allegheny College and a Masters of Business Administration (Accounting concentration) from the State University of New York at Buffalo. Rachel joined Lake Shore Savings Bank in March 1999. Her prior work experience includes the following: Staff Accountant – Conway Porter, CPA; Accounting Assistant – Bufkor, Inc.; and Staff Auditor/Assistant Audit Supervisor/Financial Audit Supervisor – M&T Bank. Rachel has passed the NYS Certified Public Accountant’s exam.
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About Lake Shore Bancorp, Inc.: Here at Lake Shore Savings, They are committed to creating the best possible banking environment for all of our customers.
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,
Daniel Smith
EVP and Chief Financial Officer of Principia
Dan is responsible for Principia’s finances, client services and administrative functions. Prior to Principia, Dan was SVP of Finance and Administration at Viewpoint, a publicly-traded digital graphics software firm. He also has six years of public auditing and consulting experience at Arthur Andersen and has served as Treasurer, CFO and COO at a variety of companies in the business-to-business and consumer sectors. Dan has an M.B.A. from New York University and is a qualified C.P.A.
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About Principia: Principia Partners provide a broad range of financial institutions, independent investment managers and advisors solutions.
Stanley Lau
Principal and CFO of Tipping Point Partners
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About ideas42, Tipping Point Partners: Tipping Point Partners offers incubation services by designing, building, and operating software-based startups.