Category: Senior Advisors

Shawn Bookin has ~35 years of institutional investing experience spanning private credit, distressed debt, leveraged finance, private / public equity, and investment banking, as well as in government service as a Senior Investment Director for the Australian Trade Commission. Mr. Bookin retired from Guggenheim Partners ($300 billion AUM) after a decade as a Managing Director […]

Marc Brookman. has over 35 years of asset management, wealth management and financial services leadership experience. Mr. Brookman has extensive senior leadership experience at leading financial institutions, including as CEO of North America at Schroders, a 215-year-old London Stock Exchange listed global asset management firm with approximately $950 billion in assets, including $250 billion in […]

George Mattson brings a diverse and deep set of strategic, financial, operational, governance, investor relations, business building and investing skills built over his 35-year career, along with his broad and deep network of institutional and personal relationships. After spending six years at IBM (NYSE: IBM), he spent nearly 20 years in investment banking, including 10 […]

Lloyd A. Sprung has 25+ years of private debt, restructuring and financial advisory experience including raising over $10 billion in private debt and structured equity capital from alternative investors and 20+ years of experience as a restructuring banker providing strategic advice and capital solutions to companies, creditors and stakeholders in complex corporate restructuring and financing […]

Charles Millard has 30+ years of economic policy, investment advisory and wealth management experience and is a prominent speaker and writer within the pension and retirement investment plan space. Mr. Millard is a former Director of the United States Pension Benefit Guaranty Corporation (PBGC) with $100 billion in assets, which insures the pensions of over […]

Frank Porcelli has had a distinguished 30+ year career in asset management and wealth management. While he was at BlackRock (NYSE: BLK), one of the world’s largest asset management firms at nearly $10 trillion of assets under management, he headed its U.S. Wealth Business and was a member of their Operating Committee and helped that […]

Mr. Summe has 30+ years of experience as an investor, operator and C-level executive with additional leadership experience through serving as a board member for multiple companies in the engineering, aerospace, finance and data analytics industries. He has completed over 200 private equity investments as an investment committee member and has also acquired or sold […]

Steve DeAngelis has over 30 years of dynamic business building, management and leadership experience from global investment firms. Experience includes founding and building a technology-based wealth management support platform to over $100 Billion in assts and selling to PFPC Worldwide (a division of PNC Financial), Managing Director and Head of U.S. Advisor Solutions Group at […]

Peter Cieszko has over 40 years of wide-ranging experience in the financial services industry solving business-wide strategic, distribution and operational challenges with a core focus on the investment management sector. Mr. Cieszko is currently Managing Partner at Convergency Partners, a unique advisory and consulting business focused on the formulation and execution of growth strategies for […]

T. J. Della Pietra has 35+ years of leadership, strategic, investment and governance experience in the financial industry, including senior roles at Citigroup (NYSE: C) and J.P. Morgan (NYSE: JPM) in New York, Tokyo and Hong Kong. Mr. Della Pietra held several senior operating roles at Citigroup, with responsibility for strategy, profit & loss, balance […]