AN EXPERIENCED TEAM
- Lindsay Angotti
- Chrystalle H. Anstett
- Caroline Applegarth
- John Baclawski
- Joshua M. Barenbaum
- Sarah Breiner
- Zack Craumer
- W. Michael Crawford
- Jeffrey S. Davis
- Eric R. Deyle
- Olivia DiPaolo
- Charles P. Eaton
- Steven D. Eaton
- Leanne Erickson
- Megan B. Felipe
- John J. Finn
- Marie Ferreira
- C. Ulises Flores
- Scott Froehlich
- George Herrmann
- Megan L. Holthaus
- Nicole Ivanoff
- Thomas S. Kreitler
- Sharon O. Kun
- Elaine Leung
- William MacColl
- Megan Markus
- Al Mossa
- Wesley Payne
- Michael T. Pilson
- Andrew Rosato
- Ryan Still
- Matt Swain
- Sean H. Taraz
- Melissa Teague
- Danielle Vanech
- Craig White
- San Diego
- Hong Kong
Lindsay provides support for our Real Estate, Private Equity and Real Asset Fundraises. Prior to joining Eaton Partners, she worked at Five Mile Capital Partners as the executive assistant and marketing assistant, providing administrative support to the three founding partners as well as the head of marketing. She brings a strong background in administration and marketing to the firm.
She received her BA in Communication from the State University of New York at Geneseo.
Chrystalle is a senior member of the direct investments group within Eaton Partners, and is involved in the origination, distribution and project management of the firm's direct offerings. She works closely with clients on marketing strategy, collateral design and product positioning. She has over 17 years of financial services experience, 15 of which have been spent marketing investment products to institutional investors. Chrystalle is the author and co-author of several articles on raising institutional capital, which have been featured in Absolute Return, Bloomberg Markets and HFM Investor Relations.
Prior to joining Eaton Partners, Chrystalle was Senior Investor Relations Associate at QFS Asset Management, a $1.4 billion systematic global macro hedge fund. Previously, she was part of the Business Development Services and Fixed Income Product Management teams at Goldman Sachs Asset Management where she focused on marketing and client servicing. She began her career at Lazard Asset Management in accounting and later joined the institutional marketing group.
Chrystalle graduated cum laude from New York University Stern School of Business, where she received a BS in Economics and International Business and was a Stern Scholar. She is a Chartered Financial Analyst and holds Series 7, 63 and 31 licenses with FINRA.
Caroline focuses on Eaton Partner’s creative and origination marketing efforts. She brings to the firm a strong background in event management and administrative coordination, with experience at the Atlantic Media Company in Washington, DC, Duke University Athletics in Durham, NC and Winston Flowers in Greenwich, CT. Caroline was a Public Relations Intern for the US Department of State’s Office of the Global AIDS Coordinator and she has held a number of freelance and consultant positions in the design, social media and marketing fields.
Caroline earned her BA in Biological Anthropology and Anatomy from Duke University. She received a Digital Graphic Design Certificate from Pace University, with additional design coursework from New York’s School of Visual Arts and Parsons.
John Baclawski focuses on the distribution of the firm’s private equity, real estate and real assets offerings. He has over 7 years of experience in investment banking and capital raising. Prior to joining Eaton, John worked as an Associate at Wells Fargo Securities in real estate equity capital markets. He also worked at HFF, LP raising equity and debt financing for commercial real estate clients. Previously, he worked as a Senior Investment Banking Analyst at Cantor Fitzgerald, advising and raising capital for clients in the financial institutions, real estate and renewable energy sectors. John began his career as an Investment Banking Analyst for Bear, Stearns & Co as part of the Strategic Finance Group.
John earned his Bachelor of Arts degree from Colgate University and was a member of the History Honors Society (Phi Alpha Theta). John is an Eagle Scout and spent a winter as a professional ski instructor in Beaver Creek, CO. John holds the Series 7, 79, and 63 licenses with FINRA.
Josh Barenbaum focuses on the distribution of the firm’s private equity, real estate and real assets offerings. He has 13 years of diversified management and investment experience. Prior to joining Eaton Partners, he was a Vice President at Kayne Anderson, where he focused on direct mezzanine investing. Previously, he worked as an Associate at Versa Capital where he completed control investments in corporate distressed situations. Josh also has experience working in investment banking with Merrill Lynch and strategy consulting with Booz Allen Hamilton.
Josh graduated from Yale University with a BA in Political Science, he completed a Fulbright Scholarship in South Korea, and he earned his MBA from the Wharton School at the University of Pennsylvania where he majored in finance and accounting. Josh holds Series 7 and 63 licenses with FINRA.
Sarah is part of the project management team and focuses on the firm’s origination efforts and execution of the various alternative funds marketed by the firm. She has over 12 years of experience in financial services, including nine years marketing investment products. Prior to joining Eaton Partners, she spent five years at Goldman Sachs Asset Management, where she served as Vice President and Client Portfolio Manager. In this role, she was responsible for raising assets from institutional, private wealth and third party investors in the firm’s developed and emerging market equities and real estate strategies, totaling over $7.0 billion in assets under management. Previously, she worked at JPMorgan Private Bank as Assistant Portfolio Manager where she focused on portfolio management of the firm’s private client accounts. She began her career as an Intern for the Thomas G. Labrecque Smart Start Program at JPMorgan Chase after receiving a full college scholarship.
Sarah received a BS in Finance and Accounting from New York University Stern School of Business, where she graduated Magna Cum Laude. She is a CFA Charterholder and holds Series 7 and 63 licenses with FINRA.
Zack Craumer focuses on the execution of various alternative investment products marketed by the firm. He has 6 years of financial services experience. Prior to joining Eaton Partners, Zack worked as an Analyst at J.P. Morgan Investment Bank developing a new coverage effort advising family investment firms focused on direct investments. Zack began his career at J.P. Morgan Private Bank where he advised Ultra High Net Worth individuals within the Financial Sponsor community across all aspects of their personal wealth.
Zack graduated from Colgate University with a BA in Psychology. He holds Series 7, 79, and 63 licenses with FINRA.
Michael Crawford leads the real estate fundraising team and focuses on several of the private equity and real asset strategies at Eaton Partners. He has over 28 years of experience in alternative investments. Prior to joining Eaton Partners, he was a principal in the Private Capital Markets Group at Robertson Stephens where his industry coverage included public real estate and healthcare companies, specifically raising private equity capital for public REITs and private investments in public equities (PIPES). Previously, he worked as a Vice President, Institutional Equities at Paine Webber. He began his career at Cabot, Cabot & Forbes in Boston, where he was responsible for business development of the firm’s real estate consulting and asset management services.
Michael received an MBA in Finance and Real Estate from Columbia University Graduate School of Business and a BA in English from Brown University. He holds Series 7 and 63 licenses with FINRA. He is on the Board of Overseers for the Joslin Diabetes Center in Boston, Massachusetts.
Partner Jeff leads Execution and Project Management globally for Eaton Partners out of our Rowayton office. In addition to positioning and packaging certain products for distribution, Jeff focuses on product origination within Eaton’s Private Equity and Real Asset silos. He has 20 years of financial services experience, 16 of which have been spent in alternatives. Prior to joining Eaton Partners, he worked at Capital Dynamics, a Swiss-based private equity advisor and funds platform. There, he focused on screening and recommending private equity strategies for institutional clientele. Previously, he worked at GE Equity in new business, underwriting and asset management capacities with regard to GE's direct venture capital investments. He began his career in 1994 with Bankers Trust in asset management, followed by three years in real estate investment banking at Deutsche Bank.
Jeff received an MBA in Finance from the Fuqua School of Business at Duke University and a BA from Brandeis University. He also holds Series 7 and 63 licenses with FINRA.
Eric Deyle leads the origination and execution for various alternative investment offerings with an emphasis on private equity and private credit strategies. He has 14 years of alternative investment, capital markets, and financial services experience.
Prior to joining Eaton Partners in 2015, Eric helped launch LB Group, LLC, a private placement firm where he originated, positioned and raised institutional capital for alternative investment funds. Previously, Eric was an Associate at Lehman Brothers focusing on investment banking, distribution, and structuring in the Global Commercial Real Estate Group. While at Lehman, Eric led CMBS, CRE CDO and other structured finance offerings. He began his career at Ernst & Young LLP where he worked on institutional client engagements for structured finance advisory services.
Eric received a B.S. degree with a concentration in Finance and Law, and a minor in Economics from Ithaca College. He is a CAIA Charterholder and holds Series 7, 24, 63, 79 licenses with FINRA.
Olivia provides marketing distribution support for the firm’s public market strategies fundraising team. Prior to joining Eaton Partners, she worked as an assistant for McQuay International where she provided reception and administrative support. She began her career as a Media Librarian intern at Madison Square Garden.
Olivia received a BA in Communication and Art History from Marist College.
Charlie founded Eaton Partners in 1983 and was a pioneer of the “placement agent” concept. Previously, he was in research and institutional sales at Mitchell Hutchins, Morgan Stanley, and H.C. Wainwright & Company, where he was a partner at the time Wainwright was ranked the top institutional research firm in the country. He began his career as an investment research officer at Morgan Guaranty Trust Company (predecessor to J. P. Morgan Investment Management).
Charlie graduated from Washington and Jefferson College and received an MBA from the Columbia University Graduate School of Business. He holds Series 7,63, and 99 licenses with FINRA. He served as a First Lieutenant in the U.S. Army Armor branch. Charlie is a former trustee of Washington and Jefferson College. He has also served as Campaign Chair of The Darien Community Fund and is presently actively involved with Operation Comfort of San Antonio and The Wounded Warrior Project, both for severely wounded vets.
Partner Steve focuses on the distribution of the firm’s private equity, real estate and real assets offerings. He has 16 years of experience in the financial services industry, working in both the buy-side and the sell-side of the market. Prior to joining Eaton Partners, he was a Director at C6 Capital, a Moscow-based investor of renewable energy projects, where he was in charge of business development. Previously, he worked for Montrose Food and Wine in Shanghai, China, Invesco Funds Group and Citigroup Diners Club. He has several years of experience living and working in emerging market countries, namely China, Russia and Ukraine.
Steve graduated from Bucknell University with a BA in Economics, and earned a Master of International Affairs degree from Columbia University, where he focused on Energy Policy and Business in Emerging Markets. He holds Series 7, 6, 63 and 106 licenses with FINRA.
CCO Leanne is Chief Compliance Officer for the firm and manages the CRM database. She has over 17 years of experience in the financial services industry. Prior to joining Eaton Partners, she was an assistant at the law firm of Brody Wilkinson where she coordinated and handled all legal matters that included mergers, corporate employment and pension plans. In addition to her legal background, Leanne previously worked at Walter C. King Associates, providing assistance in financial planning and corporate tax returns.
Leanne received her BS in Office Administration from Southern New Hampshire University. She holds Series 7, 63, 24, and 99 licenses with FINRA.
Accounting Clerk Megan provides accounting support for the firm. She has over 15 years of experience in accounting and administration. Prior to joining Eaton Partners, Megan was a Consultant and an Associate at Pequot Capital Management, where she was responsible for coordinating documentation for completion of financial statements and maintaining financial, legal, and accounting files. Megan began her career as an Office Assistant with Titanus, where she was responsible for processing accounts payable and receivable and coordinating the full order chain process for clients.
Managing Director & Head of Hedge Fund Distribution
John leads the Hedge Fund and Public Market Strategies distribution team at Eaton Partners and has more than 14 years of institutional marketing and business development experience within alternative investments. Prior to joining Eaton Partners, John was a senior member of the investor relations and marketing team for Select Equity Group, Inc., a multi-billion dollar equity hedge fund sponsor where he focused on institutionalizing the firm’s investor relations and marketing efforts. Previously, John held various business development roles within asset management and prime brokerage at J.P. Morgan Asset Management and Bear Stearns & Co. John was an associate with Citigroup’s Corporate Client Advisory Group, where he was responsible for marketing the team’s traditional and alternative multi-manger investment platform. He began his career as a marketing specialist for OutlookSoft Corporation, a former GE Capital, Merrill Lynch Ventures, and FirstMark Capital portfolio company which was sold to SAP in 2007.
John received a BA from Colgate University and an MBA from Columbia Business School, where he earned Dean's Honors. He holds both Series 7 and 63 licenses with FINRA.
Marie Ferreira provides marketing distribution support for the firm’s public market strategies fundraising team. Prior to joining Eaton Partners she was a Marketing Assistant at Barnum Financial Group, an office of MetLife where she provided ongoing support for two of the firms leading Certified Financial Planners. She began her career as a Fund Accountant II at The Gemini Companies on Long Island where she was responsible for daily monitoring of mutual funds and nightly NAV calculation.
Marie received her BA in Marketing from Hofstra University.
Partner Ulises focuses on fund origination, screening, due diligence and packaging of various alternative products for distribution with an emphasis on real estate and real assets. He has 16 years of financial services and corporate experience, ten of which have been spent in the private equity industry. During his time at Eaton Partners, he has covered primarily real estate, real assets and hedge fund strategies. Prior to joining Eaton, he worked at Servicios Quirurgicos, an exclusive distributor for Tyco Healthcare, a U.S.-based public conglomerate where he oversaw logistic and distribution efforts. He began his career at Grupo Alza in their production and operations units overseeing system implementations and production execution.
Ulises received an MBA in Finance from Fordham University, where he graduated with honors and was recipient of the Hitachi Scholarship for Academic Merit. He has a degree in Industrial Engineering from Universidad Rafael Landivar. He holds Series 7 and 63 licenses with FINRA. Ulises also holds Mexican citizenship and is fluent in Spanish and English.
Head of Hedge Fund Origination
Scott Froehlich leads Eaton’s Public Markets Origination effort where he focuses on sourcing, building and strengthening Eaton’s relationships with top Hedge Fund and Long Only managers. He has 20 years of financial services experience, 8 of which have been spent directly allocating to hedge funds and marketing single strategy hedge fund products. In addition, he has 10 years’ combined experience across fixed income derivatives trading and equity research. Prior to joining Eaton Partners, Scott led Marketing and Investor Relations at Artha Capital, a L/S Emerging Markets manager with a peak assets in excess of $2B. Previously, he spent 4 years at UBP as an Executive Director responsible for manager research and portfolio construction in the L/S Equity space. Prior, Scott spent 5 years in Equity Research at ING Investments and CKM Investments. He spent the first 5 years of his career trading Fixed Income Derivatives at HSBC in New York and London.
Scott received an MBA in Finance from Columbia Business School and a BA in English from Boston College. He holds Series 7 and 63 licenses with FINRA.
George Herrmann focuses on the execution of various alternative investment products marketed by the firm. Prior to joining Eaton as an Analyst, he participated in Eaton’s summer internship program. George has also held internships with Northern Fund Management America LLC.
George earned his Bachelor of Science from St. Joseph’s University in Philadelphia, PA. During his time at SJU, he served as an university ambassador and participated in the SJU Finance Society.
Meg is an Analyst dedicated to the firm’s hedge fund and public market strategy offerings. She has over seven years of marketing experience and four years of financial services experience. Prior to joining Eaton, she worked as an associate for an event based marketing firm. She began her career as a legal patent associate where she collaborated and worked alongside a team of senior partners.
Meg received her BA in Political Science and Criminal Justice from The University of Connecticut. During her time at UConn, she spent a semester abroad studying in Australia, and was an active member of many sports clubs and organizations.
Nicole provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraises. She has held various marketing and support roles in the sales industry and has over 10 years of marketing experience. Prior to joining Eaton Partners, she worked in the sports television industry as a senior marketing manager with NBC Sports and Comcast Networks.
Nicole received a BS in Business Administration with a minor in Retailing from York College of Pennsylvania.
Tom leads the hedge fund/public market strategies fundraising team at Eaton Partners. His responsibilities include originating funds, managing GP relationships, distributing funds to institutions in the northeast U.S. and managing the hedge fund/public market strategies team. Tom has over 33 years of institutional marketing and financial markets experience. Prior to joining Eaton Partners in 2004, Tom spent 22 years in institutional fixed income sales and sales management most recently at J.P. Morgan where he was a Managing Director and Institutional Sales Manager for liquid debt and derivative products. At Morgan, Tom’s responsibilities included managing a group of 14 sales professionals and maintaining an institutional client base consisting of insurance companies, banks and asset managers.
Tom received his MBA from Boston College in Finance and his BA in Economics from Colgate University. He holds Series 7, 63, 24, 31 and 99 licenses with FINRA. He serves on a number of charitable boards including Domus Kids in Stamford, CT and the Fairfield Museum in Fairfield, CT.
Sharon is the firm’s controller. She has more than 15 years of experience in the financial accounting services. Prior to joining Eaton Partners, she was an AVP at Citi Private Equity Services in New York, where she provided accounting outsourcing services to private equity and broker dealer clients. Previously, she was a Senior Associate at Bisys Private Equity, and Dalessio, Miller & Leben, LLP.
Sharon received a BS in Economics and Business & Management from Stony Brook University. She holds Series 28 and 99 licenses with FINRA.
Accounts Payable Elaine provides accounting support for the firm. She has over 10 years of experience in full cycle accounts payable. Prior to joining Eaton Partners, Elaine was an Accounts Payable Supervisor at Shared Mutual Services, where she was responsible for managing the Accounts Payable team that handled 15 hotels in the US and UK. Elaine began her career as an Accounts Payable Associate with The Western Hotel and earned her AS degree in Accounting from Norwalk Community College.
Will focuses on the firm’s private equity, real asset and real estate fund distribution. He has over 10 years of experience in the financial services industry. Prior to joining Eaton Partners, Will was an associate at Galatioto Sports Partners, where he focused on professional sports franchise M&A transactions, franchise financing advisory and franchise valuations. He also worked on the firms proprietary credit platform, analyzing professional sports credit opportunities in both the primary and secondary market. Previously, Will worked as an equity analyst at Fred Alger Management. He began his career as an equity analyst at Fulcrum Global Partners before moving onto BB&T Capital Markets.
Will received an MBA from Columbia Business School and a BA in History from Princeton University. He holds Series 7 and 63 licenses with FINRA.
Megan Markus provides marketing distribution support for our Real Estate, Private Equity and Real Asset Fundraises. She started her career at Colangelo Synergy Marketing working as an Account Executive and Senior Administrative Assistant supporting the creative department. She brings to the firm a strong background in marketing, administrative coordination and sales experience.
Megan received a BA in Communications from Keene State College.
Al is the Technology Officer at Eaton Partners and is responsible for all aspects of the firm's global technology, including communications, networks, applications, tech security and help desk support. With over 20 years of experience in high-level, technical positions, Al spent the last 10 years as VP of Technology for a private equity firm specializing in real estate opportunities. Previously, he has held such positions in a variety of industries, including a technical consulting firm, an international sales and service organization, and a national specialty retail chain. Al began his career working as an engineer, focusing on research and development areas for Fortune 500 companies such as Pitney Bowes, Perkin-Elmer and Applied Bio Systems. He also is named in several patents used in the bio-technology industry.
Al received his BS in Electrical Engineering from Fairfield University and his MBA from Sacred Heart University.
Desktop Support Specialist
Wesley Payne is the firm’s Desktop Support Specialist. In this role, Wesley provides operational and technical support to computer users and interacts with external suppliers of technology. His focus is on installing and configuring personal computers, printers and peripheral equipment, assist with capacity planning for computers and networks.
Wesley joined Eaton Partners in 2014 and has more than 10 years of experience in Information Technology. Prior to joining the firm, he held a variety of IT positions including, deployment enterprise technician at Hewlett Packard, and desktop support technician at Unger Enterprises. He began his career in the United States Navy serving 10 years of active duty as an Information Specialist.
Wesley received his AS in Network Administration from the University of Phoenix, and A+, Network+, and MCSE certifications from Porter and Chester Institute of Technology.
Michael focuses on advising clients on both the purchase and sale of assets in the secondary market. Previously, he was a Director and Senior Portfolio Manager in the Private Markets Group at DuPont Capital Management, where he helped to manage the DuPont Pension Trust’s multi-billion dollar alternative assets portfolio, including private equity and real estate investments, as well as the Wilton Private Equity Fund and DCM Private Equity Fund II, two private equity fund-of-funds.
Additionally, Michael was responsible for US and European partnership and secondary investments as well as co-investments, establishing the long-term and tactical investment strategy for the Private Markets Group. He was a member of the Private Markets Group investment committee, which reviewed and approved in excess of $3.5 billion of investments during his tenure, and served on the DCM Fiduciary committee. Previously, Michael was a Vice President in the Private Equity Finance group at Deutsche Banc Alex. Brown and an Associate in the investment banking division at Cowen & Company.
Michael received a BA in Finance from Loyola College and an MBA in Finance from the Johnson Graduate School of Management at Cornell University. He holds Series 7 and 63 licenses with FINRA.
Andrew focuses on the distribution of the firm’s hedge fund and public market strategies. He has 13 years of experience in the financial services industry, mostly in institutional sales and marketing. Prior to joining Eaton Partners, Andrew was Vice President at RBS Securities, working in their high yield & distressed credit group. At RBS, he was responsible for covering a broad group of institutional credit investors, including hedge funds, mutual funds and CLO managers. Andrew has also held similar institutional sales positions at Nomura Securities, Putnam Lovell NBF and Lehman Brothers, where he began in the private investment management group, before transitioning to market the firm’s private equity fund strategies.
Andrew earned his MBA from the University of Virginia’s Darden Graduate School of Business and his BA in History from Colgate University. He holds both Series 7 and 63 licenses with FINRA.
Vice President Ryan Still focuses on the execution of various illiquid funds marketed by the firm and has over 6 years of financial services experience. Prior to joining Eaton Partners, he was an associate at Champlain Advisors, a boutique fund placement agent, where he was responsible for the firm’s project management efforts. Previously, he spent time in the venture lending space at Square 1 Bank, where he worked as an underwriting analyst and later in strategic planning.
Ryan graduated from Georgetown University with a BA in Government.
Matt Swain focuses on the execution of the firm’s hedge fund and public market strategy offerings. Prior to joining Eaton Partners, he participated in Eaton’s summer internship program. Matt has also held internships with Permian Investments.
Matt earned his BA Degree in Environmental Studies, with a minor in Economics from Colgate University in Hamilton, New York, where he graduated Cum Laude. While at Colgate, he served as Student Body President and was Captain of the Men’s Squash Team. Matt also earned his Bloomberg Certification during one of his internships at Permian and a Business Edge Certificate from Columbia University’s Columbia Business School.
Business Support Administrator Sean is responsible for operational and business support aspects of the firm, including coordinating and assisting with recruiting, training and staffing needs. She has more than 12 years of communications experience, over five of which have been spent in the finance industry. Prior to joining Eaton Partners, she worked for Cablevision as part of their Government and Public Affairs group. Previously, she has worked as a public relations professional for agencies such as Ruder Finn and Dan Klores Communications, working with an array of media, sports, and travel industry clients. Sean received a BS in Television, Radio, and Film Studies from the S.I. Newhouse School of Public Communications at Syracuse University. She also holds a Professional in Human Resources (PHR) Certification.
Melissa Teague provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraises. Prior to joining Eaton Partners, she was an Associate Buyer with Lord and Taylor, Inc. in New York City and the Contemporary Buyer for Dillard's, Inc. in Fort Worth, Texas. She also interned for Conde Nast’s VOGUE Magazine. She has over 7 years of support, marketing and sales experience.
Melissa earned her BA in Apparel and Merchandising with a minor in Business Administration from Louisiana State University.
Danielle Vanech is a Project Management and Origination Associate with seven years of experience working in the financial services industry. She returned to Eaton from Omega Advisors, where she worked as an Investor Relations Associate. Danielle originally joined Eaton Partners as a Marketing Associate, providing hedge fund distribution support. Prior to Eaton Partners, she worked for Consolidated Contractors Company in Athens, Greece as a plant procurement administrator. Previously, she worked at Hobbs, Inc. as a project estimator and began her career at GVA Williams Commercial Real Estate as a commercial real estate broker and marketing associate.
Danielle received a BA in Corporate and Organizational Studies from The University of Connecticut.
Craig White focuses on the distribution of the firm’s private equity, real estate and real assets offerings. He has over 15 years of experience within alternative investments. Prior to joining Eaton Partners, Craig was a Director at Probitas Partners, where he led distribution in the Midwest and covered distribution in the Northeast. Previously, he was a Director for Knight Capital Partners, where he headed distribution in the Western U.S. and Canada. Craig has also worked for a family office and he began his career spending several years with NYPPEX, a secondary private equity intermediary, and served on the investment committee for Allen Capital Partners, an affiliated secondary private equity fund.
Craig earned his BBA from the Wharton School at the University of Pennsylvania. He also holds his Series 7, 24, 53, 63, and 79 licenses with FINRA.
Jeff Eaton leads worldwide origination for Eaton Partners out of our Houston office. He primarily manages the consideration and acquisition of new clients across all investment strategies for the firm. Jeff additionally directs project management efforts for funds focused on energy and other real asset strategies. He has a diverse background in energy investments and over 17 years of experience in the financial industry. Prior to joining Eaton Partners, he was a Director at Constellation Energy Commodities Group leading principal transactions for their natural gas structuring and trading division.
Jeff graduated from Duke University with degrees in Economics and History, and received his MBA from Duke’s Fuqua School of Business. He recently joined the inaugural Board of Visitors for Duke's new Innovation and Entrepreneurship Initiative. He holds Series 7, 63, 57 and 24 licenses with FINRA and is also licensed with the Financial Conduct Authority (FCA) in Europe.
Ryan Haselden focuses on the origination and execution of various alternative investment offerings, with a focus on real assets strategies. He has over five years of financial services industry experience. Prior to joining Eaton Partners, Ryan worked for Salient Partners in their Private Markets group, where he focused on various alternative assets, including venture capital, real estate, growth equity, buyout, and commodity related investments. Prior to working with the Private Markets group, he also worked as a Relationship Manager for Salient Partners, where he focused on high net worth clients. Ryan began his career as an Analyst at Enchanted Rock, Ltd., a start-up power company focused on the development of generation assets.
Ryan earned his Bachelor of Arts in Economics from Vanderbilt University and his Master of Business Administration from Rice University. He holds Series 7 and 66 licenses with FINRA.
Cortney Meza provides marking distribution support for our Private Equity, Real Estate, and Real Asset fundraises. Prior to joining Eaton Partners, she worked for Genesys Works, a non-profit organization, supporting the CEO. She also has a background in law and entrepreneurship.
Cortney received a JD from South Texas College of Law and a BA from George Washington University.
David focuses on the firm’s private equity, real asset and real estate fund distribution. He has fourteen years of private equity experience including seven years as an institutional fund investor. Prior to joining Eaton Partners, he was a Director at Morgan Creek Capital Management, where he was a member of the private asset investment team and spearheaded the team’s global sales and marketing efforts. While in this role, David's team raised $1.5 billion in private assets from institutional investors. Previously, he worked for Lehman Crossroads (now NB Alternatives), where he was a member of the investment team covering private equity fund strategies across North America and Asia as an institutional investor.
David received an MBA from the University of Texas at Austin and a BE in Electrical Engineering from Vanderbilt University. He holds Series 7 and 63 licenses with FINRA.
Shannon provides marketing distribution support. Prior to joining Eaton Partners, she worked for Irish DreamTime, a Los-Angeles based production company, as the Executive Assistant to Pierce Brosnan. Previously, she worked in support of various executives at Bluegrass Films and at Creative Artists Agency.
Shannon received a BA (Hons) in Theatre Studies from California State University of Northridge.
Allie Flint provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraising team. She has over 6 years of experience in the Financial Industry and she was a partial owner of a Jersey Mike’s franchise in Northern California prior to joining Eaton Partners. Allie has previously held the roles of Executive Assistant to the Executive Vice President of Trading at LPL Financial, as well as Research Assistant at Metropolitan West Capital Management in Newport Beach, CA.
Allie received her BBA from the University of San Diego with a minor in History.
Keith focuses on the distribution of the firm’s Hedge Fund and Public Market Strategies and has more than 15 years of finance experience. Prior to joining Eaton Partners, he worked as a Senior Vice President/Credit Analyst for HSBC Securities. Previously, Keith served as a Senior Vice President/Credit Analyst on the Proprietary Trading Desk at Macquarie Capital, a Vice President/Credit Analyst at RBS Greenwich Capital Markets, and a Corporate Bond Trader/Credit Analyst for Metropolitan West Asset Management. He began his finance career with Patterson Capital Corporation as a Corporate Bond Trader/Credit Analyst.
Keith earned a BS in Mechanical Engineering, with merit, from the United States Naval Academy in Annapolis, MD and a MBA in Finance from UCLA Anderson in Los Angeles, CA. Notably, Keith served in the United States Navy as a Submarine Officer, where he was awarded two Navy Achievement Medals for outstanding performance of duties. He holds his Series 7 and 63 licenses with FINRA. Keith is also a volunteer US Naval Academy Blue & Gold Officer, a Qualified Submarine Officer by the US Navy, and a Nuclear Engineer Officer by the United States Department of Energy.
Peter focuses on fund distribution, monitoring, client servicing and execution of the various alternative funds marketed by the firm. He has over 20 years of diversified management and investment experience, which includes 15 years of direct private equity funds investment experience. Prior to joining Eaton Partners, he was a Managing Director with Macquarie Funds Management, where he led a team of investment professionals structuring, fundraising and investing fund of funds and separate accounts into global PE opportunities. Previously, he was a Director with Pacific Corporate Group, where he advised large and small institutional investors on structuring and investing their private equity programs. He began his career as an Operations Officer in the United States Navy within the surface warfare community.
Peter received an MBA from Yale University in New Haven, CT and a BS in Oceanography from the United States Naval Academy in Annapolis, MD. He is also a graduate of the U.S. Naval War College in Newport, RI. He holds Series 7, 63 and 24 licenses with FINRA.
Bill McLeod, based in Eaton’s San Francisco office, focuses on the origination, underwriting and distribution of private direct and secondary placements as well as the origination of private equity fund business. He also assists with the coordination of business opportunities between the broader Stifel platform and Eaton. Bill began his investment banking career in 1988 and has more than 25 years of experience.
Prior to Eaton Partners, Bill served as Co-Head of Equity Capital Markets at Stifel Financial Corp. Previously, Bill was Co-Head of Investment Banking and Head of Capital Markets at Thomas Weisel Partners, which merged with Stifel in 2010. Prior, he was Co-Head of US Equity Capital Markets at Banc of America Securities in San Francisco and worked in Equity Capital Markets, Investment Banking, and M&A roles with J.P. Morgan in New York. Bill earned an MBA degree from the University of Chicago and a BBA degree from Southern Methodist University.
Peter Purcell focuses on the firm’s private equity, real asset, and real estate fund distribution. He has 15 years of experience in the financial services industry. Prior to joining Eaton Partners, Peter was an Assistant Vice President at GE Antares Capital, providing debt and equity capital to private equity owned businesses. Previously, he served as an Investment Banking Associate with Duff & Phelps, providing M&A and corporate advisory services to the middle market. He also has experience working in strategic finance roles at Fannie Mae and Illumina, where he played a key role in the formation of GRAIL. Peter began his career as an Associate, Assurance & Advisory with PriceWaterhouseCoopers.
Peter received an MBA from the University of Chicago Booth School of Business where he majored in finance and accounting, and a BA in Economics & Management from Albion College in Albion, MI. He holds Series 7 and 63 licenses with FINRA.
Mike focuses on the firm’s private equity, real asset and real estate fund distribution. He has over 11 years of experience in the financial services industry. Prior to joining Eaton Partners, Mike was Vice President at Altegris Investments, where he was responsible for the distribution of alternative investment strategies in both private and public offerings. Previously, he worked at Goldman Sachs, where he focused on relationship management and fund distribution to top-tier registered investment advisors and broker/dealers. Mike began his career in the financial services industry as a Wealth Management Associate at Rydex Investments, where he educated financial advisors on the importance of implementing alternative investment solutions into their portfolios.
Mike received his Bachelor of Arts in Business Management from Gustavus Adolphus College. He holds his NFA Series 3 and FINRA Series 7, 63 & 65 licenses.
Chris focuses on the firm’s private equity, real asset, and real estate fund distribution. He has 13 years of professional management experience and five years of direct private equity and real estate experience. Prior to joining Eaton Partners, he was a Vice President at Triton Pacific Capital, where he provided strategic advisory and private equity placement services to top-tier private equity real estate and infrastructure managers. Previously, he worked for Heitman, where he was responsible for identifying potential investments for programmatic joint ventures, separate account clients and in-house investment funds.
Chris received an MBA from the University of Missouri in Columbia, MO and a BS in Economics from the University of Missouri. He is a CPA and holds Series 7 and 63 licenses with FINRA.
Jessica Akyaa provides marketing distribution support for our Private Equity, Real Assets, and Real Estate fundraises. She brings over 10 years of multi-sector support in marketing, and service experience. Prior to joining Eaton Partners, she served as the Office Manager at Sensornet, where she supported the sales, manufacturing, and technology teams in addition to managing the office, logistics, and H&S. Previously, Jessica has worked in marketing and business-oriented support roles in the oil & gas, manufacturing, and retail banking sectors.
Jessica earned her BA (Hons) in Human Resource Management from Kingston University.
Daniel Rosenthal Ayash focuses on European distribution of the firm’s private equity, real assets, and real estate offerings, with over 7 years of finance experience. Prior to joining Eaton, he was Vice-President - Head of European Fundraising for Patria Investimentos, where he was the Firm’s sole representative in Europe, responsible for all fundraising and administrative operations. Daniel began his career as an Emerging Markets Equity Sales-Trader for Edmond de Rothschild, where he was a member of a corporate broking and sales-trading team focusing on listed alternative fund sales to institutional investors – including real estate, private equity, and hedge funds.
Daniel earned his BSc(Hons) in Business Administration from University of Bath and his MSc in European Political Economy from the London School of Economics. He is fluent in Portuguese, English, German, French and Spanish.
Gianluca D'Angelo leads the origination, execution, and distribution of alternative funds for Eaton Partners in Europe. He has over 15 years of financial service experience and has led various entrepreneurial initiatives in different sectors. Prior to joining Eaton Partners, he was a Partner for Probitas Partners UK, a global placement agent, where he was responsible to originate, execute and distribute private equity and real assets funds. Previously, he worked at Credit Suisse Italy in their Private Banking unit in Rome. Gianluca began his career at UBS-Paine Webber in New York.
Gianluca received an MBA from University of Geneva and a Master’s Degree in Economics from University of Rome “La Sapienza” and University of Stockholm. He also earned a Certificate in Corporate Finance from the Securities and Investment Institute and a Certificate in Business Accounting from the Chartered Institute of Management Accountants. Gianluca is fluent in English and Italian and has a good knowledge of Spanish. He is licensed with the Financial Conduct Authority (FCA) in Europe.
Akikul Islam works out of the London office as a Vice President for our Project Management and Origination Team. Prior to joining Eaton Partners, Aki spent more than 3 years with the Park Hill Group, where he focused on origination and execution of the Firm’s alternative investment fund products. He began his career with The Royal Bank of Scotland Plc as an EMA Loan Origination, Syndicate & Sales Associate.
Aki earned both his Masters of Arts in Mathematics & Bachelor of Arts in Mathematics from University of Oxford. He is also licensed with the FCA in Europe.
Managing Director Kaiser focuses on European distribution of the firm's private equity, real assets, real estate and hedge fund offerings with over nine years of financial services experience. Prior to joining Eaton Partners, he was a Director for Wedge Alternatives in London, a global boutique placement agent raising institutional capital for private equity, real assets, real estate and hedge funds. Previously, he was Director at Scimitar Private Equity, an emerging markets private equity firm, and at Standard Chartered Bank as Associate Director of Global Institutional Sales in Dubai. Kaiser began his career at UBS Investment Bank in London. Kaiser holds a Masters from the London School of Economics and a BA from the University of Oxford, Hertford College. He is a native English speaker and has basic knowledge of German and Arabic. He is licensed with the FCA in Europe.
Patrick O’Dolan works out of the London office as a Vice President for our Origination team. Prior to joining Eaton Partners, Patrick was an investment manager at Connection Capital, where he was responsible for sourcing, executing and managing Connection Capital’s third party alternative fund investments. Prior, Patrick worked for Campbell Lutyens in private equity Fund placement, focusing on origination and execution of buyout, infrastructure and venture capital mandates for European General Partners. He began his career at ING working in Leverage Finance.
Patrick earned his Bachelor of Commerce degree from University College Dublin and spent his Erasmus at EDHEC Business College in Nice, France. He is also licensed with the FCA in Europe.
Lucy provides marketing distribution support for our Private Equity, Real Assets, Hedge Fund and Real Estate fundraises. She also assists the Origination team in Europe. She brings over 7 years of experience in marketing and client services. Prior to joining Eaton Partners, Lucy held account management positions at advertising agencies including J. Walter Thompson and Proximity London, as well as working within the marketing teams at BSkyB and ITV.
Lucy graduated with a first class BA (Hons) Politics Degree from the University of Leeds and also holds a Post-Graduate Diploma in Direct and Interactive Marketing from the Institute of Direct Marketing.
James Townend focuses on European distribution/development of firm's hedge fund and public market strategies. He has over twelve years’ experience in the European Financial Services Markets. Prior to joining Eaton Partners he was a Business Development Director for Nomura Asset Management in London, responsible for building a European presence and raising institutional capital for the firm’s hedge funds. Previously he was an International Financial Advisor at Merrill Lynch, a member of the Multi Manager Team at Global Asset Management, and was also a Consultant at Statistical Decisions Ltd.
James holds a Masters MSc (Distinction) in Investment Management from CASS Business School, and a BA from the University of Westminster. He is licensed with the Financial Conduct Authority (FCA) in Europe.
Marketing Associate Manager
Nancy provides marketing distribution support and has over 21 years of administrative support experience with multi-national corporations. Prior joining Eaton Partners, she was administrative assistant at Bank of America Merrill Lynch. Previously, she was office manager at Urban Land Capital; Alexander Mann and Stephens Associates, where she provided overall business administration including accounting to financial markets expatriates. She also worked as the business administration executive at Alliance Boots Group for five years, within the retail section on their Healthcare & Beauty unit. Prior, she was involved in international trading businesses and foreign direct investments in China market.
Nancy received a BA (Hons) in Business Administration from the University of Greenwich. She is fluent in Cantonese, Mandarin and English.
Jackson focuses on the distribution of the firm’s alternative assets offerings in Asia. He has more than 15 years of institutional sales and marketing experience in the alternative space. Prior to joining Eaton Partners, Jackson headed the business development function at Hamilton Lane in Asia, where he was responsible for the sales and marketing and client servicing of all the group’s alternative solutions and products to Asian investors. Previously, he held similar positions at Ramius, SGAM and SAIL Advisors. Jackson began his career as an investment consultant, working at both Pricewaterhouse Coopers and Tower Watsons, assisting a number of Asian institutional investors in developing their investment strategies, with a focus on alternative assets.
Jackson received his Bachelor of Commerce degree in Actuarial Studies from Macquarie University in Sydney, Australia. He has also served as committee member for a number of non-profit associations in HK; the most recent one being the Finance and Administration Committee Member for the HK YWCA.
Nina Yang focuses on the origination and execution of strategic advisory, fundraises and secondaries in Asia. Nina has nearly a decade of experience in M&A and capital raising for publicly listed companies and private equity firms. She joined Eaton Partners from Morgan Stanley in New York, where she was senior vice president in investment banking focused on energy, industrials and basic materials sectors. Nina has led and worked on several large domestic and cross-border M&A deals at Morgan Stanley, including Chemtura’s sale to Lanxess, Monsanto’s sale to Bayer, Rentech Nitrogen Partners’ sale to CVR Partners, and Agrium-Potash MOE. Prior to Morgan Stanley, she was with Credit Suisse in the industrials group of Investment Banking division where she worked on high yield financing and LBOs for financial sponsors and IPOs of private equity portfolio companies in New York.
Nina received an MBA from the Harvard Business School and a Bachelor’s Degree in Commerce (Finance Major) from the University of British Columbia. She speaks fluent English, Mandarin and Cantonese.
Dennis Corcoran focuses on advisory of both purchase and sale of assets in the secondary market. Dennis first joined Eaton as an Intern assisting the firm’s project management and origination efforts in China. Prior to joining Eaton, he worked as an account manager and project coordinator in media and communications where he was responsible for raising sponsorship and funds for company’s television platform. Dennis also has experience in commercial real estate and in government relations, where he worked as an assistant to a Federal Member of Parliament in Canada.
Dennis holds a B.Com in accounting and finance from McGill University.
Hitesh Gumnani focuses on the origination and execution of alternative funds in Asia. He has six years of investing and private equity experience. Prior to joining Eaton Partners, Hitesh worked as an associate for HQ Capital, where he invested in private equity funds in Asia across primary and secondary transactions. Previously he served as a Research Associate at Mergermarket Ltd.
Hitesh earned his BSc in Financial Management from Upper Iowa University. Hitesh speaks English, Cantonese, Hindi and Sindhi.
Chris Lerner is a global Partner and Head of Asia for Eaton where he leads the origination and execution of fundraises, secondaries and strategic advisory. Chris has over 18 years’ experience in private markets investments and investment banking with over $15 billion in completed transactions.
Prior to joining Eaton Partners, he was a Managing Partner for Mercer Street Capital, an independent investment and cross-border strategy consulting firm based in US and China. Chris began his career with Citigroup and its predecessor firms, Salomon Brothers and Smith Barney. He was the firm’s first investment banking expatriate based in Mainland China and helped established the Asia Pacific Financial Institutions Group. Later, he worked on the corporate buy-side in strategic planning and M&A, including for The Timberland Company where he completed the first four acquisitions in that company’s history.
Under Chris’ leadership, Eaton has been the recipient of numerous industry accolades in Asia including Private Equity International’s fund placement firm of the year for two consecutive years, as well as secondary advisor of the year.
Chris received an MBA from Columbia Business School and a BA from Tufts University. He also earned a Certificate in Mandarin Chinese from the College of Foreign Languages in Beijing. He holds Series 24, 7, 63 and 79 licenses with FINRA. Chris is also licensed with the SFC in Hong Kong and registered with the FCA in the United Kingdom.
Ye focuses on the origination and execution of alternative funds in Asia. Prior to joining Eaton Partners, Ye worked at Aurora Capital, a New York-based boutique investment bank, as an Analyst.
Ye graduated from the University of Rochester with a BA in Economics and a BS in Applied Mathematics. Ye also attended the London School of Economics in the UK where he interned at a global boutique placement agent, Wedge Alternatives. He holds Series 79, 63 licenses with FINRA, and is also licensed with the SFC in Hong Kong.
Robin focuses on the origination and execution of alternative funds in Asia. He has nine years of investing and private equity experience with $900 million in completed transactions. Prior to joining Eaton Partners, he was an Associate at Capital Dynamics in New York, a global private equity asset manager. He began his career with Sterling InfoSystems, where he worked on M&A opportunities and joint ventures to build the firm's international capabilities.
Robin received a BA from Brandeis University, where he also completed his MA in International Economics and Finance. As part of his studies he also attended the London School of Economics and ESSEC Business School in Paris, France. Robin speaks English, German, Mandarin Chinese, French and Hebrew.
Viki Zhong provides marketing distribution support. She has over 3 years marketing management and administration experience in the real estate and education industry. Prior to joining Eaton Partners, she was an assistant to the managing director at an UK-headquartered company PRC in Shanghai, providing accounting support and innovative marketing solutions. Previously, she was a department manager at SISU (Shanghai International Studies University), providing office management, customer service and training program.
Viki received a BA in English Language and Literature from SISU (Shanghai International Studies University), where she also studied accounting during her free time.