Team ?>

Team

Abby Flamholz, Partner
Abby oversees portfolio construction, manager selection, risk mgmt and tax-aware structuring
BACKGROUND

  • Managing Director, Head of Convertibles and Special Situations, Stifel Nicolaus Weisel
  • Managing Director, Convertibles, Bank of America
  • Co-Founding Partner, ADAR Investment Management
  • Managing Director, Head of Equity Linked Sales and Trading Division, Bank of America
  • Vice President, Convertible Trading and Sales, Bank of America
  • Vice President, Convertible Trading and Sales, Natwest Capital Markets
  • Associate, Equity Derivatives Convertibles, Bankers Trust

David Wertentheil, Partner
David is responsible for manager sourcing and compliance as well as investor relations
BACKGROUND

  • Managing Director, Head of Prime Services, Lazard Capital Markets
  • Managing Director, Head of Sales, Global Prime Services, RBC Capital Markets
  • Managing Director, Head of Electronic Trading, Carlin Financial Group
  • Head Trader, Event Driven Desk, NextGen Trading LLC
  • Proprietary Trader, Andover Trading

Andrew de Montille, Partner and COO
Andrew oversees firm compliance, treasury functions and operations
BACKGROUND

  • Director, Advisory Services Group, Rothstein Kass
  • Chief Financial Officer and Founding Partner, Catalpa Capital
  • Associate, Hedge Fund Consulting, Lehman Brothers
  • Analyst, Equity Funding and Securities Lending, Lehman Brothers
  • B.S.E. Computer and Telecommunications Engineering, University of Pennsylvania