YOUNG AMERICA CAPITAL - Key Persons
Bill has 30+ years experience in institutional sales management, global business development and alternative investments at Newedge, Bear Stearns, and DLJ. His focus was on early stage venture companies, family offices, foundations, and impact investments. Bill received his BS from Syracuse University School of Management, and attended Harvard Business School MBA program. FINRA licenses 3, 7, 24, 30, 63.
Brandon is a junior at The Pennsylvania State University, Schreyer Honors College,
pursuing degrees in Accounting and Economics. In his free time, he heads the Penn
State Accounting Society as its President. In addition, he assists in capital markets
related research as a Research Assistant. In the summer of 2022, he interned at HBK
Job Titles:
- Managing Director, Head of Healthcare / Life Sciences Group
Dr. Forrest brings 30+ years experience in the pharmaceutical industry in senior executive, scientific and R&D roles at Wyeth (US & Japan) and Chiron. Dr. Forrest received a MB/BS and an MD from the University of Adelaide School of Medicine, and an MBA from the University of Warwick-UK. Conversational in Japanese. FINRA licenses 79, 63, 65.
Job Titles:
- Managing Director, Co - Head of Healthcare / Life Sciences Group
Bruce has 30+ years experience in investment banking, restructurings, capital raising, and public accounting. Prior firms include Rothschild Venture Capital, Lehman Brothers, Compass Advisers and Coopers & Lybrand. Bruce received a BS in Accounting and Economics from SUNY Albany, and an MBA in Finance from Columbia University. FINRA licenses 7, 63, 79.
Job Titles:
- Managing Director - Investment Banking, M & a, Public & Private Markets
David has 30+ years of experience in Consumer & Retail primarily in the Whole Foods Channel, Cannabis & Industrial Hemp, Life Sciences, Information Technology and Media. He previously worked for JDB/Lightpath Capital, Greenmont Capital, Appian Ventures, Quest/Bridges Family Office, Liberty/Starz!, LEK and Booz & Co.
David received his BA in Economics cum laude from Franklin & Marshall College, and an MBA from the Tuck School of Business at Dartmouth College. Located in Colorado, David holds FINRA licenses 7 and 63.
Job Titles:
- Manager - Investment Banking
Job Titles:
- Vice President, Investment Banking
James P. Kelleher has 20+ years of clinical, research, administrative, and business experience in healthcare and life sciences including service as CEO of Cerebrum Therapeutics, CMO of Four Winds Hospital Saratoga and of Howard & Hecht Continuity, and as an advisor to/consultant for the Gerson Lehrman Group, Eli Lilly & Company, AstraZeneca, Accel Value Capital, Huron Life Sciences, and Fruit Street Health. His pharmacology research has been recognized with awards from the International Congress on Schizophrenia Research and the National Institute of Mental Health. Dr. Kelleher completed undergraduate and medical education at NYU and Mount Sinai, residency and fellowship training at Harvard and business education at Columbia. FINRA licenses 63 and 79.
Job Titles:
- CEO of Innotech IB LLC
- Director of Investment Banking
Erez Hevroni brings over 17 years of distinguished experience as a dynamic Managing Director and Senior Investment Banker in the realm of financial management, investment banking, private banking, wealth advisory, asset management, sales, marketing, and business development.
His expertise shines particularly in the field of Technology Investment Banking and Innovative Technologies, with a focus on sectors like AI, semiconductors, Cyber Security, fintech, medical devices, and healthcare IT. Erez stands out for his prowess in fostering relationships with family offices, paired with a profound comprehension of alternative investments, private equity, and real estate ventures.
Throughout his remarkable journey, Erez has earned the trust of mid-sized businesses, private institutions, high net worth clients, and ultra-high net worth (UHNW) families. With a holistic grasp of the private capital market, he adeptly navigates its complexities, seizing opportunities to drive substantial growth, exits, and returns for his clients.
Erez's leadership journey encompasses key roles at prestigious corporate banks in the USA, including Merrill Lynch, Wells Fargo, and Bank Leumi USA where he manages over 500M in capital market transactions. During these tenures, he developed an intimate understanding of family office dynamics, exit planning practices, and cultivated unshakable relationships with influential family offices.
As the CEO of Innotech IB LLC, Erez leverages his expertise to deliver comprehensive investment advisory services. His strengths lie in preparing companies, crafting pitch decks, refining financial models, ensuring their investment readiness, and coaching clients on capital acquisition.
Erez's strategic acumen and profound insights into the private capital market empower him to craft deal structures and facilitate successful transactions for founders and investors. His active engagement in the global family office network spans to esteemed investors and venture groups in South Florida and Silicon Valley. Erez's role as a regular host at family office events through DC Finance Network and his advisory capacity for top tech executives reinforce his industry acumen and partnerships for superior client service.
He also commands respect within the Israeli tech ecosystem and the USA Jewish business community while providing advisory excellence to major Jewish family offices.
Beyond his professional laurels, Erez holds a bachelor's degree in business management and boasts designations including Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS®), and Accredited Wealth Management Advisor (AWMA®). He holds Series 7 and 66 FINRA licenses and is registered with Young America Capital, an SEC-registered broker-dealer.
In his personal realm, Erez is a dedicated family man, happily married, and the proud father of four children. His joy springs from playing live music, singing, and pursuing passions like kickboxing, biking, and exploring the world. Erez's innate ability to forge connections and embrace novel experiences underscores his commitment to personal evolution and lifelong learning.
Job Titles:
- Vice President - Investment Banking
Fernando has 15+ years of experience as an entrepreneur and investor in diverse industries such as International Trade, Real Estate Development and industrial manufacturing.
Fernando has an MBA from Loyola University in Chicago and a Master of Science in Finance from the University of Notre Dame. He is fluent in Spanish and Portuguese.
Job Titles:
- Advisor
- Managing Director
- Senior Executive
Gabriel is an accomplished Senior Executive and Advisor with 30+ years of experience in Financial Services, Commodities and Real Estate industries. His broad areas of expertise include investment banking, financial products, structuring, treasury and financial and risk controls in addition to general management at the C-suite and Board levels. Throughout his executive career, Gabriel has held Senior Leadership positions with organizations such as UBS Investment Bank (Managing Director) , Santander Investment (SVP), BTG Pactual (Managing Director and Partner) and Engelhart Commodities Trading Partners (CFO and Partner). Gabriel received his degree in Accounting and Finance from the University of Buenos Aires. FINRA licenses 63 and 82.
Job Titles:
- Vice President
- Vice President, Greg
Greg Crowell, CFA, Vice President, Greg has 25+ years of engineering experience working in the semiconductor and software sector for companies like Intel, AT&T, NCR and LSI Logic. He worked with Intel Capital supporting venture investments in the software and services market and has helped numerous start-ups with debt and equity raises. Greg has a BSEE from Purdue University, an MBA from the University of Colorado, and has earned the prestigious CFA Charterholder designation. FINRA licenses 7, 63, 65.
Job Titles:
- Managing Director of Investment Banking
Igor has 13+ years of advisory experience with focus on hedge funds, private equity and broker dealers. His experience includes advisory, audit and financial officer positions at Stonehaven, New Energy Fund, Hearst, PricewaterhouseCoopers, RSM McGladrey and Farkouh Furman Faccio. Igor has BS in Accounting from Fordham University and an MBA in Finance from Pace University. He is fluent in Russian and Spanish. FINRA licenses 7, 27, 63.
Job Titles:
- Senior Managing Director, Investment Banking
Jeffrey has 30+ years investment banking experience in diverse industry sectors including publishing, media, food, beverage and health care. He founded and manages Goldmark Advisers, a team of veteran M&A and management consulting advisors. Jeffrey served for 20 years as Chairman of the US subsidiary of The Quarto Group, a publicly held international book-publishing company, acting as a senior corporate development executive facilitating acquisitions. Jeff was EVP & CFO of Esquire, a NYSE-listed publishing, technology and communications company, where he served as the company's principal negotiator when it was sold to Paramount Communications. After the acquisition, he was named EVP in charge of corporate development & strategic planning for its Simon & Schuster Division, where he facilitated the acquisition of Prentice-Hall. Jeffrey was VP and Corporate Controller of National Patent Development (Wright Investors' Service). He began his career at Main Hurdman (KPMG). Jeffrey has a BBA from Pace University. FINRA licenses 79 and 63.
Jon has 30+ years of experience executing capital raises and M&A deals in sizes ranging from a few million dollars to over $2 billion. He had founded the media and technology group for what is now SunTrust Bank. He served as senior financial officer at leading cable television companies, including Continental Cablevision and Falcon Cable. He has acted as CFO and CEO of numerous companies and has also advised a wide range of clients including Sundance Entertainment, PanAmSat, and CIBC. He has capitalized growth companies, restructured companies in and out of bankruptcy and arranged large syndicates. He has worked in a wide range of industries, with particular expertise in TMT and cannabis. He graduated from the College of William and Mary. FINRA licenses 63. 79.
Job Titles:
- Vice President of Investment Banking
Jon has 6+ years of experience in providing transaction support for domestic and cross-border mergers, acquisitions and capital raising initiatives. At YA Capital, Jon is responsible for financial analysis, valuations, and the preparation of investment memorandum. He has experience analyzing companies in the Cannabis, Medical Device, Home Healthcare and Shipping Industries. Prior to joining Young America Capital, Jon worked for NYBay Capital, an investment bank specializing in cross-border buyside assignments. He holds a finance degree from Drake University. FINRA licenses 79, 63.
Josh has 20+ years investment advisory and relationship management experience with HNW and Institutional Investors. Focus on business development initiatives across Young America Capital's investment banking and alternative investment fund platforms. His experience includes: investment advisory roles at Fidelity Investments, AIG Retirement Services and MassMutual Financial Group. Josh is a Certified Financial Planner™. FINRA Licenses: 7, 63.
Job Titles:
- Managing Director, Latin America Group
Julio has 20+ years of experience in investment banking at Morgan Stanley, Citibank and, most recently, Global Emerging Markets Group and Gottbetter Capital Markets. In addition to a BSc from the Massachusetts Institute of Technology and an MSc from the University of Pennsylvania, both in engineering, he received an MBA from Harvard Business School. Julio was born and raised in Mexico City. He is an Adjunct Professor at the New York School of Finance and also a lecturer at Columbia University and Baruch College. FINRA licenses 7, 24, 27, 63, 82 and 99.
Job Titles:
- Vice President
- Member of the Young America Fund Marketing Group
Marcel is a member of the Young America Fund Marketing Group - Europe. He has 30+ years experience at BP, Statkraft, Reliant, DELTA Energy, Energy Capital Mgmt/MMT Energy Fund. He received his BA and MBA from Rijksuniversiteit Groningen (Neth). FINRA licenses 22, 82, 63.
Job Titles:
- Executive Director - LATAM Group & Industrials, Chemicals & Manufacturing
Mark is an emerging markets veteran with 25+ years of experience as a corporate financier and advisor. A generalist, he has served sovereigns, institutions and companies across many industries within the context of challenging markets. He started his career and trained at Irving Trust, now BNY Mellon, where he was a lending officer in its LATAM group. Subsequently, he formed part of the decade-long, #1 M&A advisory team in Argentina, BGN-Credit Suisse First Boston. Later, he returned to the US and worked in the capital markets unit of the private sector of the Inter-American Development Bank, prior to returning to Argentina to lead the startup team of Cohen SBSA's public market structured finance effort which achieved a #3 rank four years after inception. Then, after briefly working in a business development capacity at KPMG, he pursued entrepreneurial, principal and academic interests before joining the Young America Capital team in 2018. Mark has worked on nearly 20 completed strategic transactions for the transfer of control of assets valued in excess of USD 5 billion, a few of which with significant industry import. He earned his BA at Georgetown University and his MBA with Beta Gamma Sigma honors from Columbia Business School. He holds active FINRA 63 & 79 licenses. Mark is bilingual English/Spanish and has working knowledge of Portuguese.
Michael has 28 years of experience working with emerging companies, raising over $1.0 billion in equity capital for both public and private companies. In addition to investment banking Michael held positions as CFO/COO for three early stage, start-up companies in the online content, software integration and broadband delivery industries. Michael received his BS in finance from Boston College and his MBA from Duke University. FINRA licenses Series 7, 63, 79.
Omar has 25+ years of experience in the capital markets advising institutional investors in both the public and the private market. He has been an active advisor and investor (endowment and hedge fund) in the alternative investment space throughout his career with transaction history across most financial products and all major industry groups. Prior to Young America, Omar was a senior manager at Merrill Lynch & Co, Bank of America, Cowen & Co, BTIG and RedTail Capital markets. He has also managed both debt and equity risk with responsibility for convertible bond and exchange traded funds businesses. Omar received his BS in Economics from Amherst College. FINRA licenses 7, 63, 24.
Job Titles:
- President and Managing Director of Cedar Croft Consulting Inc
- Vice President - Investment Banking
Patrick Walsh is President and Managing Director of Cedar Croft Consulting Inc., and through a strategic alliance has recently joined Young America Capital as Vice President, Investment Banking.
Pat has provided turnaround and crisis management, financial advisory, cashflow management and profit improvement services to middle-market companies for over 20 years. He acts as a project manager on assignments to achieve turnarounds, both within and outside of bankruptcy filings. He is highly experienced and efficient acting in the roles of Chief Restructuring Officer, Interim Chief Financial Officer, and Responsible Officer.
Pat has held senior positions with technology and telecommunication companies, including a successful startup that was ultimately acquired by Sprint.
He earned his Certified Turnaround Professional (CTP) designation from the Turnaround Management Association, holds two accounting designations, a Bachelor of Mathematics from the University of Waterloo, and FINRA licenses 79 and 63.
Peter has 30+ years experience advising fund managers, family offices and companies. He has been involved in over 300 transactions over the course of his career and is also involved in the private equity field providing deal origination, fundraising, operations and COO/CFO level expertise and guidance. Prior to establishing Young America Capital, Peter co-founded a wealth-focused CPA and advisory firm. He began his career as a Financial Analyst with Spear, Leeds & Kellogg and Donaldson, Lufkin & Jenrette. Peter received his BS in Accounting, and an MBA in Finance from the University of Bridgeport. FINRA licenses 7, 24, 28, 54, 63, 79, 99.
Job Titles:
- Managing Director, Investment Banking
Raju has 30+ years' varied experience in financial services and technology. He has been involved in risk management, operations / technology, business strategy, advising large and mid-sized clients at C-levels, and executing M&A transactions. His career has included establishing start-ups, raising capital in complex situations and providing restructuring advice. He spent 18 years at Morgan Stanley where he was a Managing Director, after starting his career in public accounting, which included 5 years at PwC-New York. Raju has a degree in Finance and Economics and is a New York State licensed CPA. FINRA licenses 7, 63, 79.
Sasson has originated, structured and distributed structured credit and structured insurance/reinsurance products throughout his career at Centre Re, Lehman Brothers, Willis Re, and Deutsche Bank, where he was most recently for the last 10 years and was a managing director at the Pension & Insurance Risk Markets group. Sasson holds a B.S. from Rochester Institute of Technology (RIT) and an MBA from the University of Chicago. FINRA licenses 7, 63, 24.
Scott has been associated with the securities and futures industry since 1981. He has been instrumental in the creation, formation and coordination of proprietary and client driven commodity investment solutions, as well as the cultivation and oversight of partner offices and affiliate relationships. He serves as Principal and President of an NFA registered Introducing Broker and Commodity Trading Advisor. Scott has a BS from Northern Illinois University. FINRA licenses 7, 63.
Job Titles:
- Senior Director, Consumer & Latin America
Job Titles:
- Senior Managing Director, Sector Lead - Industrials, Chemicals & Manufacturing
Job Titles:
- Managing Director, Compliance and Administration
Tad has 30+ years of experience in broker-dealer compliance, financial operations, and senior management. He is the compliance and Fin-Op advisor/professional for several broker-dealers in the US. Prior experience includes equity and fixed income trading, market-making, proprietary and high-frequency trading, hedge fund operations and management, and CFO roles. Tad is also a FINRA arbitrator and holds a Certified Regulatory Compliance Professional designation from Georgetown University. FINRA licenses 4, 7, 24, 27, 55, 63.
Tom has 35+ years' experience in investment banking, debt and equity capital raising, leasing and complex restructuring assignments. Sectors include Aerospace, Maritime, Technology, Telecommunications and Life Sciences. He has originated billions of dollars in shipping, aerospace, energy and technology projects over the course of his career. Prior firms include Chatsworth Securities, SSY Capital, Boeing Capital, CIT and AT&T Capital. Tom received his BA in Economics from The State University of New York. FINRA licenses 63, 82.
Tim has 25+ years of investment banking experience as an attorney, M&A advisor and leveraged lender covering private equity and financial sponsors across multiple sectors, as well as, fund formation and placement experience with private equity, private debt and real estate strategies. Mr. Busler started his career as an attorney, gained M&A, leveraged lending and financial sponsor coverage experience at Lazard Freres, CSFB and BNP Paribas Merchant Bank, and was an investment principal with two private equity firms. Tim earned his MBA from Columbia Business School, JD from Boston University School of Law and BA from Duke University, holds FINRA licenses 7, 63, 79, and admitted to practice law in CT, NY and the Federal Courts.
Job Titles:
- Managing Director, Co - Head of Consumer and Retail Banking
Todd has 23 years experience in Consumer Investment Banking and Sell-Side Capital Markets having served in senior roles at Threadstone Advisors, Lazard Capital Markets, and UBS Securities. Todd was also a senior executive and women's apparel merchant at Macy's for nearly a decade. Among his many accomplishments Todd was the winner of the "Forbes "Love Only One" contest in 2007, beating the annual return of 16 buy-side Portfolio Managers by an average of 5x, was a top-ranked consumer analyst across multiple industry segments, and was ranked by Institutional Investor as "#1 Up and Comer" in the Textile and Apparel space. Todd received a B.A. in French Literature from Tufts University. FINRA licenses 7, 63, 79.
Job Titles:
- Vice President, Real Estate, Financial Services, Energy, Healthcare / Life Sciences
Tom has 25+ years experience in financial services including senior roles at Lloyds Bank, National Bank of Canada, Federal Reserve Bank of NY and TD Bank. Tom received his BA in Economics from Columbia University. FINRA Licenses 63 and 82.
Job Titles:
- Vice President of Business Development
Job Titles:
- Managing Director - Mobility, Sustainable Energy, and Infrastructure