CHIRON FINANCIAL - Key Persons
Mr. Ratnikov has over 20 years of international experience in corporate finance and supports Chiron's European and special situations business.
Alexei Ratnikov joined Chiron Financial LLC in 2022 to support their European and special situations business, as well as assist with business development efforts in the U.S.
Mr. Ratnikov has over 20 years of international experience in corporate finance, restructuring, M&A and strategy, as well as private equity and capital raising. He has extensive expertise across various industries with a particular focus on metals and mining, energy, and oilfield services.
Most recently, Mr. Ratnikov held a CFO role at OFS International LLC, a middle-market oilfield service company. He played a pivotal role in a successful Chapter 11 reorganization, raising debtor-in-possession and exit financing, and restructuring around $80 MM in liabilities. Over his 10 years tenure as a CFO, Alexei has completed multiple M&A transactions, supported strategic development and ten-fold revenue growth, and raised more than $100 MM in debt financing.
Prior to moving to the U.S. in 2012, Mr. Ratnikov held various corporate finance and business development positions at TMK Group, one of the largest global steel pipe producers. He directly contributed to raising $1.1 B of equity capital during the IPO on London Stock Exchange, launching an ADR program on OTCQX in New York, completing a $1.7 B acquisition of production assets in the U.S., and raising over $2 B in public debt financing. Over these years, Mr. Ratnikov built extensive relationships with corporations, investment and corporate banking advisors, and institutional investors across both sides of the Atlantic.
Mr. Ratnikov started his career in a private equity firm, the Sputnik Group, where he covered companies in various industries, including fertilizing, insurance, media, and more.
Mr. Phillips is an analyst responsible for conducting market, industry, and company research for Chiron's prospects.
Prior to joining as an Analyst, Mr. Phillips worked as a Spring Analyst at Chiron Financial LLC, where he participated in financial and valuation analysis, credit analysis, due diligence, and execution of live transactions.
While attending college, he held various internships with both Mosaic Advisors and Merrill Lynch Wealth Management where he gained extensive experience alongside wealth advisors. Whilst at Mosaic Advisors, Mr. Phillips learned and utilized financial planning and proprietary software to input financial data for analysis.
As an Analyst, Mr. Phillips is exposed to buy-side and sell-side M&A, multi-tranche debt & equity capital raises, and advisory/restructuring transactions.
Job Titles:
- Director of Business Development
Ms. Hubert is the Director of Business development with significant experience in the finance world.
Ms. Hubert comes to Chiron with more than 15 years of experience in the commercial finance, enterprise financial and banking sectors supporting strategic capital operations. As Director, Business Development, she is tasked with building, developing, and deepening key relationships with top-tier organizations in the Texas and Louisiana markets.
Most recently, Ms. Hubert served as Senior vice president of Business Development at Republic Business Credit where she led teams resulting in year-over-year growth of 150%, a remarkable result especially during turbulent economic times. Ms. Hubert is a Houston board member of the Turnaround Management Association. She has a deep passion for growing mentoring initiatives and opportunities both for women and men in the finance industry and currently serves as an active chair for the Secured Finance Foundation's DEI Mentorship Program.
Job Titles:
- Member of the Centesimus Annus Pro Pontifice
Job Titles:
- Managing Director
- President of the Board of Directors
- Operating Executive
Managing Director Chris Mudd speaks about M&A, the energy transition, and explores the roles of an investment bank.
Managing Director Chris Mudd shares stories on how investment banks can help chemical companies grow
Mr. Mudd has held multiple senior management roles in the petrochemicals industry, including CEO, COO and CRO.
Chris Mudd is a petrochemicals operating executive who has held multiple senior management roles during his 30+ years in the industry. He has experience with strategy development and implementation, corporate carve outs, divestitures, mergers, and acquisitions. He created and launched a successful public company, led the divestment of a business unit from Dow/Exxon with exit at 8x EBITDA multiple, and has been CEO of a private equity portfolio company.
Chris began his career with Dow Chemical where he served in various commercial, business management, purchasing, licensing and financial analyst roles. He was named President & General Manager of a specialty chemicals joint venture of Dow Chemical and ExxonMobil, Dexco Polymers, where he had full P&L responsibility. In 2011 he led the successful carve out and sale of the business to an overseas strategic buyer for $168M and continued to lead the company under new ownership. Chris became President & COO of CSW Industrials (NASDAQ: CSWI) a company which he created and launched in 2015. Company valuation has grown from $350M at time of IPO to more than $1B today. In 2018, Chris became CEO of SGCE/Juniper Specialty Products, a specialty chemicals company owned by private equity and a sovereign wealth fund. Prior to joining Chiron, Chris was President of CJM ChemConsult, an advisory firm that identifies, develops, and supports strategic growth opportunities for investors in the chemical industry.
Chris currently serves as President of the Board of Directors of a non-profit that supports young adults with intellectual disabilities in Houston and serves as Director of MUD355. He has previously served on the Board of Governors of the Petrochemical Founders Club; is past-President, Americas Section, of the International Institute of Synthetic Rubber Producers; and was co-Chairman of the Purdue University parent advisory board.
Job Titles:
- Senior Advisor
- Advisor for Chiron
- State Bar Director
Ernie is a trusted advisor for Chiron with over 30 years of vast legal experience, as well as experience in both the health and insurance industries with significant leadership roles throughout his career.
Ernie has been DHR Health System's General Counsel since 2019. DHR is the largest physician-owned hospital in the country. Prior to joining DHR, Mr. Aliseda was a partner in the national law firm of Dykema, where he focused on representing financial institutions and corporations in commercial litigation, as well as serving as a mediator and arbitrator in personal injury, commercial and international litigation matters.
Before that, Ernie served as the Chief Legal Officer for the Loya Insurance Group, a full-service insurance company for eight years, supporting their expansion from Texas, into New Mexico, Arizona, Colorado, Georgia, Nevada, California, Missouri, Ohio, Indiana and Illinois.
Ernie is a retired Lieutenant Colonel in the U.S. Army Reserves, Judge Advocate General Corps, where he last served as an Army Trial Judge(1999-2019). He is also a retired State District Judge, having served both the 398th and 139th State District Courts in Texas. In 2008 and 2009, he was called to active military duty in support of Operation Enduring Freedom with the XVIII Airborne Corps.
Upon his return, Mr. Aliseda was appointed by the Governor of Texas to serve as a Commissioner on the Texas Military Preparedness Commission. He later resigned this appointment to serve on the University of Texas System Board of Regents, where he served from 2013 to 2019. The University of Texas System 13 higher educational institutions throughout the state including eight universities and five independent health institutions, with an annual budget of 20 billion dollars.
Mr. Aliseda is a former elected State Bar Director and a former Board member of the Texas Bar College. He is a past President of the Hidalgo County Bar Association; a past President of the Hidalgo County Young Lawyers Association; past Board Member, Texas Young Lawyers Association, State Bar of Texas; past Board Member, Texas Rural Legal Aid; and also a Life Fellow of the Texas Bar Foundation. He volunteers his time as a volunteer Judge for the McAllen Teen Court program, as Vice President of the McAllen Citizen's League, and as a Vice-Chairman for Scouting BSA.
Ernie also serves on the U.S. Military Academy Selection Board, as well as a Staff Officer in the U.S. Coast Guard Auxiliary. Along with his numerous military awards, Ernie has been awarded the "FBI Director's Award" for his work as a federal prosecutor and has also been awarded the "Ethics Award" by the Hidalgo County Bar Association. He was recently honored in 2019 by the University of Houston Law Center with the "Pro Bono & Leadership Award" and in 2020 by the Texas Bar College with the "Jim Bowmer Professionalism Award."
Ms. Hirner-Couderc supports the investment banking and financial advisory assignments to deliver high-quality service to our clients.
Born and raised in Paris, France, Ms. Hirner-Couderc moved to the United States in 2013 to open the American branch of an international energy company headquartered in Europe.
She started her career with PricewaterhouseCoopers in Paris performing auditing and accounting duties. The spirit of teamwork while dealing with tight deadlines fueled her desire to grow in the financial field. Carrying this experience into the energy industry, Ms. Hirner-Couderc was employed for fifteen years in this sector, with the last eight as the company's US branch manager.
She has expanded her knowledge in the finance industry by joining Chiron Financial LLC in 2020. Ms. Hirner-Couderc supports investment banking and financial advisory assignments to deliver high-quality service to our clients. She is responsible for business development in Paris, London, New-York, and Houston where she successfully cultivates strong relationships and drives growth initiatives.
As non-executive director (NED) and advisory board director, Greg has served on the boards of several Swiss & international companies, as well as the Swiss Turnaround Association (STA) and Turnaround Management Association (TMA) since 2020. He has been a member of the Young President Organization (YPO) since 2005 and Chair of the "YPO Turnaround Network" since 2022. Greg is certified by EACTP®, Strategyzer® (strategy, growth & innovation), Value Builder®, MW®, APIA®, and the International Centre for Corporate Governance & Directorship (ICCG®) from the University of St. Gallen. He is also a frequent panelist and keynote speaker at some associations' events, board retreats and corporate conventions.
Job Titles:
- Co - Founder and Managing Director in a - Nova LLC
Gregoire P.A. Bouille is currently a co-founder and managing director in A-Nova LLC, a Swiss turnaround consulting & strategic operating partner boutique located in both Lausanne & Zurich (Switzerland). He has 30+ years of experience in building and transforming successful businesses and operations, working for top-tier multinationals in the tobacco/financial/biotech sectors, leading family businesses and turning around several distressed companies (>$50MM). He has a proven track record in various countries and in a variety of senior leadership roles such as seasoned CEO, Independent Turnaround Professional (CTP), Chief Restructuring Officer (CRO), freelance Operating Partner (OP), LBO C-Suite executive to PE/VC/Family Offices (>$150MM), as well as serial entrepreneur, owner and Chairman.
Jay Kra - Founder, Managing Director
Jay Krasoff - Founder, Managing Director
Managing Director Jay Krasoff recently leveraged his 40+ years of experience as a trusted advisor and restructuring professional to release a free eBook for private equity professionals.
Mr. Krasoff is a founder of Chiron Financial and is responsible for the strategic direction of the firm and corporate growth.
A firm founder, Mr. Krasoff is responsible for the strategic and administrative direction of Chiron Financial. Mr. Krasoff has led engagements for both public and private entities. His engagements for investment banking have included Merger & Acquisition, Capital Formation, and Financial Advisory.
Mr. Krasoff has also led Chiron assignments in financial restructurings, which included advisory and investment banking services for debtors, bondholders, asset buyers, committees, and other constituents in the United States, Latin America, and Europe. His service sectors span Healthcare, Mining & Metals, all forms of Energy & Power, Building products, Industrial services, Food Processing & Packaging, Agriculture, and Technology.
Mr. Krasoff began his career at KPMG in the tax department where he previously practiced as a Certified Public Accountant. He moved into the real estate development business where he partnered with other principals and provided the capital markets expertise. Prior to joining Chiron Financial, Mr. Krasoff was Chief Financial Officer in a Family Office with investments in Energy, Real Estate, Extracted Minerals, and Fast Food.
Job Titles:
- Education and Credentials
Mr. Bösch-Salcedo is responsible for leading the solicitation and execution of various financial advisory assignments.
Mr. Bösch-Salcedo is responsible for leading the solicitation and execution of various financial advisory assignments.
Mr. Bosch-Salcedo has extensive experience advising distressed and non-distressed public and private middle market companies in Europe and the United States. Additionally, he has worked with private equity firms, family offices and other investors, credit funds, secured lenders, bondholders, and other creditor groups in national and multinational bankruptcy cases and out-of-court restructurings. He has advised clients on raising debt and equity capital and the acquisition or sale of companies or operating divisions in a distressed and non-distressed environment. His understanding of the complexities, advantages and disadvantages of cross-border transactions in the U.S. and EU jurisdictions has been instrumental in attaining successful client outcomes.
In addition to leading M&A, private placement, valuation and strategic advisory client engagements, he also assists with new business development efforts in France, the United Kingdom, Germany and the Benelux countries.
Prior to joining Chiron, he held several positions of increasing responsibility with Bank of New York Mellon's Financial Institutions Group with a focus on fixed-income portfolios including CDOs, hedge funds, multi-currency funds, and SPVs.
Mr. Rowley is an analyst responsible for supporting the financing, sale, and financial advisory.
Mr. Rowley is an analyst responsible for supporting the financing, sale, and financial advisory assignments of Chiron's clients and conducting market, industry, and company research for Chiron's prospects.
Prior to joining Chiron, Mr. Rowley began his career at Texas Capital Bank. During his time at Texas Capital Bank, Mr. Rowley completed the STARs Credit Training Program and then later joined the Middle Market team in Houston as an analyst. As part of the Middle Market team, Mr. Rowley's responsibilities included underwriting loan packages for new financing requests, monitoring the portfolio of existing client relationships, and assisting in the origination of prospective opportunities. To execute these tasks, Mr. Rowley performed financial and industry analysis, collateral and enterprise valuation, risk rating examination, and marketing material preparation.
While attending college, Mr. Rowley held internships with Moody Bank where he created payment deferrals for distressed clients during the COVID-19 pandemic and with Group 1 Automotive where he assisted in minimizing ancillary costs across various dealerships. During his spare time, Mr. Rowley was operating his entrepreneurial venture of reselling high-end sneakers, fashion, and other collectible items on the aftermarket through his established reputable brand he created in high school.
Ms. Hopper has served as CFO at multiple companies with experience in equity and debt recapitalizations, mergers and acquisitions, and restructuring.
She is focused on achieving long-term growth and financial stability for companies, as well as helping companies reach their full potential in terms of accounting compliance and financial reporting. In addition to her time in financial advisory, she has spent over fifteen years in public accounting and small to mid-size private companies primarily centered around the Oil & Gas Exploration and Production, Oil & Gas Services, Manufacturing, and Technology industries.
Melissa's exposure to and management of accounting, finance, insurance, IT, payroll, and HR makes her experience invaluable when she is working with clients. Her breadth of knowledge spans from transactional processing and payroll time sheets to board meeting presentations and financing negotiations. This helps her understand a client's concerns in all facets and all levels of the business. She has worked as CFO for a start-up venture capital backed technology company and a venture capital backed Oil & Gas services company where she focused on cost management and growth. She was one of five founding employees responsible for the creation of a private equity backed Oil & Gas Services company that grew to 100 employees in twelve months. She has managed 5 entities through a Chapter 11 restructuring, which ultimately resulted in a successful acquisition, while serving as Controller. And in her position as director of financial reporting, she served as the internal point person for a $500M recapitalization. She also has intimate knowledge of how to utilize and manipulate accounting software products to produce concise and effective reports.
Melissa spent time as an Inspector for the Public Company Accounting Oversight Board, where she was responsible assessing audit firms' compliance with the Sarbanes-Oxley Act, assessing and ranking issuers in terms of risk and analyzing and interpreting new Auditing Standards. She also has worked in public accounting for a mid-sized accounting firm, managing engagements for several of their SEC clients as well as larger private companies.
Job Titles:
- Analyst, Business Development
Ms. Siekmann is a Business Development Analyst for Chiron.
Ms. Siekmann is responsible for delivering high-quality research for clients, marketing and sales support, social media expansion, and event planning. She has expanded her knowledge of the finance industry while working at Chiron. Ms. Siekmann is a key part of the marketing team effort, frequently preparing materials for meetings within the organization and externally with clients. She has planned multiple events for Chiron in Houston and elsewhere.
Prior to working at Chiron, Ms. Siekmann worked as marketing assistant at Genesis 7 Consulting, a marketing consulting firm where she learned how to work with multiple companies, preparing research, social media, strategy planning, working on websites, newsletters, and more.
She completed various internships while attending college. This included preparing marketing plans for a jewelry company and also a non-profit organization seeking to gain the attention of young adults. She also performed an internship with T-Mobile in product marketing.
Mica was born in Peru but has also live in many different places in Latin America, Ms. Siekmann is fluent in 3 languages - English, Spanish, and Portuguese. She has been involved in multiple charities including Make-A-Wish, Habitat for Humanity, Casa Grada (in Chile) and peer notetaking to assist disabled classmates. She
Mr. Miller brings over 30 years' experience in investment banking, private equity and structured finance in multiple sectors, including energy and energy transition.
He has advised middle market companies and global corporations as well as their stakeholders in complex venture capital, growth equity, buyout and financial restructuring transactions.
Prior to joining Chiron, he was a senior investment director with Saudi Aramco Energy Ventures, the corporate venture arm of the Saudi Aramco Group, the world's leading integrated energy company. He was responsible for identifying and executing investments in North American companies of strategic importance with a focus on upstream and downstream oil & gas, renewable energy, energy efficiency, and water technologies.
He was also a Managing Director at Perseus, LLC, a private equity and merchant banking firm with over $2.0 billion in capital commitments. Michael was co-head of the energy and environmental technology investing practice and responsible for investments in nine portfolio companies. He played an important role in raising the Perseus Partners VII, LP fund and served on the boards of Chroma Energy, Inc., Distributed Energy Systems Corp. (NASDAQ: DESC), SEVA Energie AG, Puralube, Inc., AGO AG Energie + Anlagen, Baumot AG, Seismic Equipment Solutions, LP, and Twintec AG.
Previously, he founded Mill Consulting Group, L.P., providing investment, M&A, finance and other strategic advisory services to small and medium-sized enterprises as well as larger concerns in the U.S. and internationally. One of his major clients was Beal Bank in Plano, TX, the largest privately owned bank in the state, which he advised in its pursuit of distressed real estate and non-performing loan portfolios in Europe. Michael was one of four partners at Swiss Life Private Equity Partners AG in Zurich, Switzerland, which managed a combined portfolio of some $2.4 billion in fund and direct investments. He was also a Vice President at Enron, where he led the Principal Investments Group and also the Corporate Development team with Enron Caribbean Basin, which successfully acquired several hundred MW of generating assets in Panama, the Dominican Republic, and Colombia.
Mr. Miller also previously held positions of leadership at UBS Capital GmbH in Frankfurt, Germany as Founder and Managing Director, and Union Bank of Switzerland as Head of Structured Finance. He began his career as an investment banker at Salomon Brothers in both New York City and Frankfurt, Germany.
He is fluent in English and German.
Mr. Moll is responsible for supporting the financing, sale, and financial advisory assignments, and more.
Prior to joining Chiron, Mr. Moll worked as an Analyst in the Energy & Power group at Wells Fargo & Co., where he was involved in the origination, structuring, and execution of leverage loans and high yield bonds within the Midstream & Infrastructure vertical of the oil and gas industry. While at Wells Fargo & Co., Mr. Moll spent his time focusing on financial modeling, valuation analysis, and the creation of marketing materials for acquisition and project finance, share repurchases, dividend recapitalizations, and general-purpose working capital facilities. He gained valuable industry insight on capital structure decision-making and various financing solutions, while servicing investment-grade and high-yield corporates, as well as financial sponsors.
Mr. Moll began his career at MACCO Restructuring Group, where he served as an Analyst on the Restructuring & Advisory team, servicing distressed middle-market companies and financial sponsors within the oil and gas, industrials, and manufacturing industries. As an Analyst, Mr. Moll participated in financial and valuation analysis, credit analysis, due diligence, drafting presentation materials, and execution of live transactions for Chapter 7 and 11 clients, as well as out-of-court restructurings. While attending college, he held various internships, including a Summer Analyst position at Texas Capital Bank, and corporate development internships with both Entergy Corporation and Apache Industrial Services.
Co-Founder Scott Johnson and former United States Ambassador to Romania Adrian Zuckerman hosted a webinar on the energy crisis and what it means for businesses in Europe and the United States.
Mr. Johnson is a founder of Chiron Financial and has over 30 years of experience in investment banking.
He is responsible for marketing and managing the firm's corporate finance and restructuring engagements. He has over 30 years of experience in investment banking and energy, with a particular focus on the oil and gas industry. His areas of expertise include: private equity and debt placements as both investment banker and fund manager, mergers and acquisitions, and strategy development. He has advised and invested in onshore and offshore oil and gas companies with strategies ranging from PDP focus to exploration, and has arranged funding for start-ups and large public companies.
Mr. Delahaye is responsible for managing dialogue with prospective investors and buyers and overseeing closings. View Bio
Mr. Delahaye is responsible for managing dialogue with prospective investors and buyers and overseeing closings.
Prior to joining Chiron Financial, Mr. Delahaye was an M&A Analyst Intern at two prestigious French organizations, Clearwater International and Société Générale CIB. Working in the healthcare and aeronautics sectors, he gained valuable industry insight as he managed and coordinated potential investor pitches, prepared marketing documents and presentations, and contributed to business valuations and business plan models. Previously, he worked as a Private Equity Analyst Intern at Alandia, where he participated in the investment and recovery of Continentale Nutrition, a 130 million turnover company. In addition, he is proficient in French, English and Spanish.
Todd Hass - CFO, Managing Director
Mr. Hass is focused on leading client transactions, including mergers & acquisitions and private debt.
In addition, he is responsible for leading the finance and accounting functions for Chiron Financial. Over the last 20 years, Mr. Hass has served in financial executive roles including Chief Financial Officer and Chief Accounting Officer where he was responsible for the strategic financial direction and day to day financial management of numerous middle market companies. He has led companies through turnarounds, M&A negotiations/integrations and periods of hypergrowth. He is well-known and respected in the oil and gas industry for his entrepreneurial mindset, ability to lead teams through periods of market volatility, and ability to manage multiple stakeholders and their priorities, both inside and outside of bankruptcy.
Prior to joining Chiron Financial, he served as Co-Founder and Chief Financial Officer of Diverse Energy Systems, LLC, LLP, and later as Chief Accounting Officer for its acquirer, Cimarron Energy, Inc. Cimarron Energy is a portfolio company of Turnbridge Capital Partners. In his role as CFO of Diverse, Mr. Hass was responsible for all treasury management functions, established systems and workflow processes and grew the company to over $50 million revenues in three years. He was instrumental in increasing the firm's geographic footprint and guided the company through a sale to Cimarron Energy.
In addition, he served as Vice President/Controller of Valerus Compression Services, LP, where he established the accounting and IT/IS departments to accommodate a revenue stream that grew from $4 million to over $500 million in a four-year period and a footprint that covered 9 manufacturing facilities, 14 satellite offices in 6 states and 5 countries. He managed the finance function and capital provider relationships through the company's growth and was instrumental in a successful half-billion dollar recapitalization.
A seasoned finance executive, Mr. Hass also served as CFO for International Engineers and Fabricators Co. and for Sterling Affiliates, Ltd. A CPA, he also ran his own accounting firm and has held a number of senior accounting positions in Texas and Florida.
He is currently involved in numerous ongoing transactions including refinancings, recapitalizations, sales of companies/assets and financial restructurings involving both U.S. and global companies.
Tom Bell - Managing Director
Mr. Bell has led national commercial banking client-coverage lines of business at JPMorgan and HSBC.
Tom has spent nearly 40 years in a wide variety of corporate and investment banking roles, advising and financing companies in complex situations.
During his 30 years at JPMorgan, Tom served in various capacities: eight as the Head of the Corporate Client Banking Oil & Gas Group; three as the Consumer/Retail investment banker in the Mid Corporate Investment Banking Group; nine as Team Leader to commercial bankers financing the Specialty Retail/Apparel sectors; eight as a commercial banker to oil and gas companies; and two as Business Initiative Lead, Commercial Banking Regulatory Operations.
Tom subsequently spent three years at HSBC where his final role was Co-Head of US Large Corporate Banking, leading seven regional offices.
As functional CEO in both the HSBC Large Corporate Banking and the JPMorgan Oil & Gas Group roles, he was ultimately responsible for all aspects of Group performance including deal approval and risk/return decisions on hundreds of companies.
Tom joined Chiron in May 2020 and currently serves as an investment banker and Head of Business Development.
Mr. Echevin is an analyst in our Paris office, where he supports the financing, sale, and FA assignments of clients while conducting market, industry, and company research.
Prior to joining Chiron, Valentin began their career in the finance sector, completing a six-month internship at Kartesia, a private debt manager in Brussels, Belgium. They then spent two years at CACIB in Frankfurt, Germany, working within the large-cap leveraged finance team of the investment banking arm of Crédit Agricole. There, Valentin specialized in providing LBO financing to private equity clients across Germany, Austria, and Switzerland. Their responsibilities included monitoring portfolios, analyzing due diligence documentation and financial reports, building financial models, preparing internal credit papers, and presenting them to senior management during credit committees.
Valentin is fluent in both French and English, with an intermediate proficiency in German. Outside of work, they are an avid runner, currently training for the 2025 Paris Marathon with a target time of 3 hours and 30 minutes. Valentin also has a keen interest in global affairs and politics and regularly reads The Economist.
Job Titles:
- Leader in the U.S. / Spain Council, Embassy of Spain, Washington, D.C
Job Titles:
- Financial Executive
- Senior Strategic Advisor
Mr. Nguyen is a financial executive with over 30 years of experience in global capital markets, wealth management, product and business development.
Zung T. Nguyen is a financial executive with over 30 years of experience in global capital markets, wealth management, product and business development. His clients range from central banks, multi-national corporations, state and local governments, financial institutions, investment managers, endowments, foundations, and ultra-wealthy families.
Over his career, he held a variety of leadership positions in global capital markets, portfolio management, and product development with the Federal Home Loan Banks, ING-Barings (USA), American Century Investments and JP Morgan. At JP Morgan, he was part of the team that started Morgan Bank (Delaware). Thereafter, he was assigned to JP Morgan Securities, where he held senior management positions in securities underwriting and was later a member of the global management team for the firm's fixed income and foreign exchange businesses. After 13 years at JP Morgan, Mr. Nguyen joined ING Barings to head up the firm's emerging market FX business in North America. Mr. Nguyen was recruited to join American Century Investments where he developed the investment advisory business for major DC plan sponsors. Upon returning to JP Morgan, Mr. Nguyen was a Senior Banker in the private bank, managing one of the most successful wealth management offices on Manhattan's Upper East Side. Mr. Nguyen thereafter joined Athena Capital Advisors, a SEC registered RIA catering to ultra-wealthy families and institutions, to open the firm's New York City office. He retired from Athena and started ZTN Capital Consulting in the Fall of 2015.
Mr. Nguyen received his BA in economics and psychology from Washington College (WC) and his MBA from George Washington University (GWU). He lectured in finance at GWU and University of Delaware earlier in his career and is a frequent speaker at various investment forums. Mr. Nguyen is an experienced and active FINRA Dispute Resolution Arbitrator. He is an emeritus trustee of WC and member of a Vatican based foundation, Centesimus Annus Pro Pontifice. Mr. Nguyen is on the Board of Simplify Exchange Traded Funds (ETF).
Mr. Nguyen and his wife live in Morristown, New Jersey and they have three adult children. In his spare time, he enjoys gardening, traveling and playing golf.