Team ?>

Team

Abby Flamholz, Partner and CIO
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 and CEO
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 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

Kevin Lemmer, Portfolio Manager, Private Credit
Kevin oversees the Private Credit portfolio construction
BACKGROUND

  • Portfolio Manager, Pennant Capital Credit Opportunities Fund
  • Portfolio Manager, ADAR Investment Management
  • Portfolio Manager, Loews Corp
  • Vice President, Mortgage Trader, Credit Suisse
  • Received a B.S.E. Degree in Electrical Engineering from University of Pennsylvania and a B.S. in Economics from The Wharton School at University of Pennsylvania

Larry Wiseman, CCO & General Counsel
Larry oversees firm compliance
BACKGROUND

  • Director of Research and General Counsel, Dunbar Capital Management
  • Senior Vice President, Corporate Development, IDT Corporation
  • Associate, Andrews Kurth; Associate, Fried,Frank, Harris, Shriver & Jacobson
  • Law Clerk For Hon. Harry Pregerson, U.S. Court of Appeals, Ninth Circuit
  • University of California, Berkeley – JD/PhD; Harvard University – AB

E. Joseph Matheson, Director of Family Office Services
Eric is responsible for providing bespoke investment solutions to family office and institutional investors
BACKGROUND

  • Senior Wealth Director, BNY Mellon Wealth Management
  • Vice President, Bernstein Investment Research & Management
  • US Southeast Regional Estate Planning and Tax Specialist, Offitbank, Wachovia’s Ultra High Net Worth Unit
  • Society of Trust and Estate Practitioners (STEP)
  • Member, The Florida Bar (Inactive); Former Member, Executive Council, Tax Section
  • University of Miami, Bachelor of Arts, with Honors, J.D., and Master of Laws (LL.M.) in Estate Planning

Fernando Danisi, Hedge Fund Associate
Fernando oversees day to day HF operations and performs ODD
BACKGROUND

  • Credit Risk Analyst, Depfa Bank
  • Equity Research Analyst, Baruch College Student Advised Investment Fund
  • CFA Candidate
  • Received a B.B.A. in Finance and Investments with a Minor in Economics from Baruch College, Zicklin School of Business