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 United States 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.
Michael McFerran
COO, CFO, Treasurer and Executive Vice President. of Ares Management
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About Ares Management: Ares Management is a global alternative asset manager focusing on credit, private equity, and real estate.
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.
Curtis Buser
Managing Director and Chief Financial Officer of The Carlyle Group
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About The Carlyle Group: The Carlyle Group is a global private equity firm that caters to early and later stage companies.
Bob Keppler
CFO of Saints Capital
Bob Keppler is the Chief Financial Officer at Saints Capital. Prior to joining Saints in 2007, he was CFO of Centennial Ventures for ten years. Centennial Ventures managed over $1 billion of capital. Prior to Centennial, Bob Keppler worked for 18 years at Total Petroleum (North America) LTD., a multi-billion dollar public petroleum company, departing as a senior financial officer of the company. He began his career as a certified public accountant with PricewaterhouseCoopers. Bob Keppler received a BA in Business from Capital University. He also completed the Executive Management Development Program at the University of Virginia Graduate Business School, and the Graduate Tax Program at the University of Denve
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About Saints Capital: Saints Capital is a merchant venture capital firm with offices located in San Francisco and London.
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.
Nicolas Breugnon
CFO of Dalet
Nicolas Breugnon is the CFO at Dalet.
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About Dalet: Dalete is a leading media technology and service provider with over three decades of innovation.
Steve Smith
EVP and CFO of Inseego
Steve Smith previously served as a financial consultant serving multiple software-as-a-service, medical technology and technology device businesses, and served as interim Chief Financial Officer of TetraVue Inc., a developer of high definition 4D LIDAR technology, since February 2017. From 2012 to 2016, Mr. Smith served as Chief Financial Officer and Head of Operations for Micropower Technologies, a private equity-backed business engaged in the development and sale of platforms enabling extreme low-power wireless video surveillance systems. From 2005 to 2012, Mr. Smith ran his own consulting business and also served as President of XiTron Technologies, a development stage biotech firm that was sold to ImpediMed Ltd, a publicly-traded medical device company, in 2007. From 1999 to 2005, Mr. Smith served as Senior Vice President and Chief Financial Officer of Applied Micro Circuits Corporation, a publicly-traded semiconductor company that designs network and embedded power architecture, optical transport and storage solutions. Mr. Smith also serves as a director of the Business Executive Council of San Diego and Niels Brock/CIBU, a Denmark-based International Business University. Mr. Smith holds a Bachelor of Science degree in accounting from Arizona State University.
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About Inseego: Inseego specializes in providing enterprise SaaS solutions, IoT, and mobile solutions.
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
Jay C. Horgen
CFO of Affiliated Managers Group
Jay Horgen joined AMG in 2007 as Executive Vice President in charge of the Company’s New Investments effort, and became Chief Financial Officer in 2011. Prior to joining AMG, Horgen was a founder of Eastside Partners, a private equity firm. From 1993 to 2005, Horgen was an investment banker serving as a managing director in the Financial Institutions Group at Merrill Lynch and, prior to that, he worked as an investment banker in the Financial Institutions Group at Goldman, Sachs & Co. Horgen received a B.A. in Economics and Mathematics from Yale University.
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About Affiliated Managers Group: Affiliated Managers Group is a asset management company with boutique investment management.
Christopher Cline
Chief Financial Officer of Locus Energy
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About Locus Energy: Software monitoring and analytics for the solar industry.
Cory Boyle
Chief Financial Officer of 1251 Capital Group
Cory Boyle is the Chief Financial Officer of 1251 Capital Group. Prior to joining the firm, he was a Director at Affiliated Managers Group (NYSE: AMG) where he was responsible for AMG’s global tax provision and tax compliance reporting. AMG is a public asset management firm with over $800 billion in assets under management. Prior to AMG, Cory Boyle worked as a manager at Ernst & Young, LLP where he provided tax, accounting and audit support to the firm’s asset management, banking and insurance clients. Cory Boyle holds a B.S., magna cum laude, in Finance and Accounting from Boston College. He received an M.S. in Accounting from Boston College, and is a Certified Public Accountant.
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About 1251 Capital Group: 1251 Capital Group is a financial services holding company with deep industry operating experience.
Scott Gellman
COO/CFO of Kurtosys
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About Kurtosys: Real growth. Realized. Digital Experience Platform for Financial Services.
Brian Blad
Chief Financial Officer of Warwick Investment Group
Brian Blad is the Chief Accounting Officer of Warwick Energy Group. Before joining Warwick, Blad was the Controller for American Energy Partners. Brian was instrumental in developing and managing the accounting departments for each of AEP’s platform companies. As a Certified Public Accountant, Blad holds a Bachelor of Science degree in Accounting and a Master of Business Administration degree from Oklahoma State University.
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About Warwick Investment Group: Warwick Investment Group is an investment firm that manages alternative assets. The firm has >$2 billion in managed assets.
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.
Matthew Jordan
Chief Financial Officer of The RMR Group
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About The RMR Group: The RMR Group is an alternative asset management company.
Richard Siedel
Chief Financial Officer of The RMR Group
Richard Siedel is Senior Vice President of The RMR Group LLC and is responsible for all finance and accounting matters affecting healthcare real estate at RMR. Mr. Siedel is also Chief Financial Officer and Treasurer of Diversified Healthcare Trust (Nasdaq: DHC) and Chief Financial Officer and Treasuer of Industrial Logistics Properties Trust (Nasdaq: ILPT).
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About The RMR Group: The RMR Group is an alternative asset management company.
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.
Alea Kleinhammer
Chief Financial Officer of Enterprise Diversified
Ms. Kleinhammer is the Chief Financial Officer for Enterprise Diversified, Inc. and works closely with company subsidiaries as part of the financial reporting process. Ms. Kleinhammer holds an active CPA license in the state of Virginia and has multiple years of experience working in the public accounting sector. Ms. Kleinhammer earned a Bachelor of Arts in Accounting from the University of Maryland at College Park.
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About Enterprise Diversified: Hosting, Modem, and ISP Services
Javier Islas
Chief Financial Officer of Accion
Chief Financial Officer at Accessity.
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About Accessity, Accion: Accion is a global nonprofit that gives people access to financial tools needed to improve lives.
Timothy Carter
Managing Director, Chief Financial Officer of Piper Jaffray
Tim Carter is the chief financial officer of Piper Jaffray. In this role, he is responsible for managing the firm’s treasury, accounting, market and credit risk and the financial planning & analysis function. Carter joined the firm in 1995 and has held various finance positions including senior vice president of finance, controller, chief accounting officer and treasurer. During his time at Piper Jaffray, Carter has been a key participant in multiple strategic corporate development actions that have helped shape the firm. Prior to joining Piper Jaffray, Carter worked in public accounting at Deloitte. Carter graduated from Gustavus Adolphus College with a bachelor’s degree in accounting and is a licensed CPA. He serves on the board of College Possible Minnesota and was previously board chair.
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About Piper Jaffray, Piper Sandler: Piper Jaffray is a full-service investment bank and asset management firm serving clients in the U.S. and internationally.
Christopher Doty
CFO of Siepe
Chris has over 20 years of management, finance and accounting experience in a variety of industries. He is an accomplished finance professional with a strong record of driving strategies, initiatives, and processes that generate dynamic gains in financial performance and operational efficiencies. Prior to joining Siepe, Chris served as Vice President of Finance for CoreLogic, Inc., a $1.3 billion publicly traded provider of B2B data and analytics solutions. Chris was responsible for finance, strategic planning, budgeting, cash management and risk mitigation for a $600 million division. Prior to CoreLogic, Chris was the Corporate Controller at Radiologix, Inc., a $250 million publicly traded healthcare provider. Chris managed the finance and accounting operations, with direct responsibility for SEC reporting, credit facilities, budgeting and Sarbanes Oxley compliance. Chris is a CPA and holds an accounting degree from the University of Tulsa.
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About Siepe: Siepe is an Innovative provider of financial data management and IT solutions
Chris Sorrells
Chief Financial Officer of 4 AM Midstream
Chris joins the 4AM team with more than 16 years of Oil & Gas experience. He previously was the Assistant Controller for Chesapeake Energy, one of the nation’s largest producers of oil and gas, where he was responsible for the Marketing and Midstream Accounting department. Prior to this he held various Accounting roles of increasing responsibility at Chesapeake. He holds a Finance degree from the University of Central Oklahoma.
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About 4 AM Midstream: 4AM Midstream is an asset management company that acquires, develops, owns and operates midstream pipeline assets.
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
Gregory Frost
Chief Financial Officer of Hartford Funds
Gregory Frost is the chief financial officer for Hartford Funds. In this role, Greg is responsible for all aspects of finance and corporate accounting for the firm, including planning and budgeting activities, all financial analysis, and corporate developement. He also oversees the technology and operations functions for Hartford Funds. Greg joined the organization in 2012. Prior to joining the company, he worked for Janus Capital Corporation for almost 15 years in several roles, most recently as CFO. Greg is a registered representative of Hartford Funds Distributors, LLC, and is FINRA Series 27 registered. Originally from Colorado, Greg attended the University of Colorado at Boulder where he received a bachelor’s degree with an emphasis in accounting.
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About Hartford Funds: Hartford Funds is a registered investment advisory firm.
Trudance L. C. Bakke
Chief Financial Officer of Foreside Financial Group
Ms. Bakke is responsible for all of Foreside’s financial operations. Prior to joining Foreside, she managed the reporting, finance and tax aspects of fund administration of Citigroup’s Global Transaction Services business. In her 10 years at Citigroup, she also managed corporate accounting and broker-dealer finance matters. Prior to this, she was with Coopers & Lybrand LLP.
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About Foreside Financial Group: Foreside provides strategic thinking, compliance-focused professionals who deliver a range of outsourced business solutions.
Thomas Fierro
Chief Financial Officer of NRIA (National Realty Investment Advisors)
Thomas Fierro is the Chief Financial Officer at National Realty Investment Advisors.
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About NRIA (National Realty Investment Advisors): For more than a decade we’ve been the nation’s premier Real Estate Investment, Management, & Development firm.
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.
John Drake
Chief Financial Officer of Bitcentral
John Drake is the chief financial officer at Bitcentral. He has held the CFO position for various companies including Hardesty, CIG Financial, Graphics Communications Holdings, Thinque Systems and more. John holds an MBA degree from the University of Southern California.
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About Bitcentral: Bitcentral is a software company that provides solutions to streamline media operations and maximize the value of video content.
Michael Watson
Chief Financial Officer of Hedinger Group
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About Cardinal, Hedinger Group: Hedinger Group is an asset management firm for commercial real estate, private equity and early-stage high growth technology services.
Joseph Angelilli
Chief Financial Officer of SIA Solutions
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About SIA Solutions: SIA Solutions is a professional services engineering and consulting firm specializing in program and project specific solutions.
Susan DiNardo
Chief Financial Officer of Litai Assets
Susan DiNardo is a results driven financial executive with more than 20 years of experience. She joined Litai Assets in 2008. Her responsibilities include finance and treasury, financial planning and budgeting, accounting, human resources and internal audit. She has gathered a wealth of finance related experience in manufacturing, non-profit organizations, and servicing companies as an employee and a consultant. She has managed substantial IT projects where she was instrumental in the success of new implementations. Susan is a member of Sage Partners, Women in Numbers, Admiral Consulting, and ePartners Alumni. In 2008 Susan was recognized by The National Association of Professional Woman for her excellence and dedication.
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About Litai Assets: Litai Assets is an independent third-party asset manager focused on life settlements portfolio management.
Susan DiNardo
Chief Financial Officer of Litai Assets
Susan DiNardo is a results driven financial executive with more than 20 years of experience. She joined Litai Assets in 2008. Her responsibilities include finance and treasury, financial planning and budgeting, accounting, human resources and internal audit. She has gathered a wealth of finance related experience in manufacturing, non-profit organizations, and servicing companies as an employee and a consultant. She has managed substantial IT projects where she was instrumental in the success of new implementations. Susan is a member of Sage Partners, Women in Numbers, Admiral Consulting, and ePartners Alumni. In 2008 Susan was recognized by The National Association of Professional Woman for her excellence and dedication.
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About Litai Assets: Litai Assets is an independent third-party asset manager focused on life settlements portfolio management.
Jeffrey Harris
EVP & CFO of JDM Partners
Jeffrey Harris serves as the Executive Vice President and Chief Financial Officer at JDM Partners.
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About JDM Partners: JDM Partners is a real estate investment firm that specializes in public, private, and institutional partnerships.
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.
