Jason Schwartz

Managing Partner

  • Over 30 years of experience in investment banking, corporate advisory, and investment fund management. Held senior positions at Goldman Sachs and Lehman Brothers. Partner at $1b global hedge fund. Lived and worked in Asia for over 20 years; fluent in Japanese.

  • B.S. Wharton, University of Pennsylvania; M.A. University of Tokyo; and J.D. Columbia Law School.

  • Jason is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.

Adam Zibly

Partner

  • Over 13 years of experience in capital raising and investor relations for alternative investments and financial services. Held senior position at Colony Capital (now DigitalBridge) as Investor Relations Executive for the Asia Pacific Region. Lived and worked in Asia for over 13 years; fluent in Mandarin.

  • B.S. College of Business, University of Rhode Island; M.S. School of Management, Zhejiang University.

  • Adam is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.

Tom Herman

Senior Advisor

  • Over 30 years of experience in capital raising for alternative investments. Held senior positions at The Blackstone Group and Alliance Bernstein. Lived and worked in Europe for over 8 years.

  • B.A. University of Illinois.

  • Tom is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.

Jeb J. Altonaga

Senior Advisor

  • Over 20 years of experience in capital raising for alternative investments and hedge funds management and operations. Held senior positions at Citadel Investment Group, Pinyin Capital, and Sandon Capital. Lived and worked and lived in Asia for over 10 years.

  • B.S. UCLA; MBA, NYU Stern.

  • Jeb is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.

JAMES MCCAFFREY

Senior Advisor

  • Over 30 years of experience in capital raising and portfolio management for alternative investments, and wealth management. Before joining UBS and Morgan Stanley, held senior positions at Hull Trading Company in the US and Europe. Lived and worked in Europe for over 5 years; fluent in French.

  • B.S. Providence College; MBA, The Owen School, Vanderbilt University.

  • James is a Registered Representative of Innovation Partners LLC Member FINRA/SIPC.