Jason Schwartz
Managing Partner
Over 30 years of experience in investment banking, corporate advisory, and investment fund management. Held senior positions with Goldman Sachs and Lehman Brothers. Education: 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.
Tom Herman
Over 30 years of experience in capital raising in alternative investments. Held senior positions at leading firms including The Blackstone Group and Alliance Bernstein, and has been a global placement agent since 2002. He has also worked and lived in Europe for 8 years. Education: B.A. University of Illinois. Tom is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.
Adam Zibly
Over 9 years of experience in capital raising, investor relations, and financial services. Held a senior role at Colony Capital as an Investor Relations Executive for the Asia Pacific Region. Education: B.S. College of Business, University of Rhode Island and M.S. School of Management, Zhejiang University. Adam is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.
Jeb J. Altonaga
Over 20 years of experience in capital raising for alternative investments and hedge funds management and operations. Held senior positions with Citadel Investment Group, Pinyin Capital, and Sandon Capital.
Education: B.S. UCLA. Jeb is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.