Top Investment Bankers in Greater New York City Area

Arindam Nag

CEO & Co-Founder

Greater New York City Area

CEO & Co-Founder

Co-Founder

Managing Editor

Vice President, Information Services

Editor, Product Development

Deputy Managing Editor, Dow Jones Investment Banker

Senior Columnist, Author of "The Heard On The Street" (WSJ) and "The Skeptic" Columns

Accounting Correspondent

Correspondent

M&A Correspondent, USA

M&A Correspondent, Europe

Spot News and Biotech/Pharma Reporter

Corporate News Correspondent

Correspondent, India

Financial Correspondent, Senior Financial Correspondent

Senior Business Correspondent

Correspondent

Chartered Alternative Investment Analyst

New York University - Leonard N. Stern School of Business

Birkbeck College, University of London

Bhavan's College of Mass Communication and Journalism

St Xavier's College, Calcutta University

Julien Day School

Recommendations: 6

Financial Analysis

Writing

Talent Management

Foreign Exchange

International Relations

Business Intelligence

Digital Media

Corporate Finance

a****[email protected]

Abhay Pandey

Investment Banker

Greater New York City Area

Investment Banker

Business Consultant

Duke University

Duke University - The Fuqua School of Business

SDA Bocconi

Recommendations: 5

Leadership

Investment Banking

Management Consulting

Financial Modeling

Analytics

Valuation

Mergers & Acquisitions

Due Diligence

a****[email protected]

M. Wazihullah

Managing Partner

Greater New York City Area

Managing Partner

CEO

Executive Director: EntrepreneurshipEcosystemNYC

Founder

Managing Partner

Partner

Management Consultant

Investment Banker

Stanford University Graduate School of Business

University of Pennsylvania/ Wharton School

Recommendations: 5

Real Estate

Entrepreneurship

Sales

Business Development

Strategy

Commercial Real Estate

Real Estate Transactions

Start-ups

w*****@letsordernow.com

Anthony Mannara

Head Foreign Direct Investment FDI - New York

Greater New York City Area

Head Foreign Direct Investment FDI - New York

Investment Banker

CEO

CEO - Hedge Fund Manager

Head of Equity Research

Columbia University - Columbia Business School

Vassar College

Trinity School - New York

Recommendations: 4

Corporate Finance

Private Equity

Financial Modeling

Due Diligence

Investments

Financial Analysis

Mergers & Acquisitions

Distressed Restructurings

Steve Page

Investment Banking; Healthcare Group

Greater New York City Area

Investment Banking; Healthcare Group

CFO

President and CEO

Investment Banker

University of Pennsylvania - The Wharton School

The University of Texas at Austin

Recommendations: 3

Financial Modeling

Mergers

Investment Banking

Valuation

Due Diligence

Private Equity

Corporate Finance

Strategic Planning

s*****@ascendhealth.net

Ravi Singh

Business Manager - Brokerage Clearing Solution

Greater New York City Area

Business Manager - Brokerage Clearing Solution

Business Analyst - National Stock Exchange - Derivatives

Investment Banker

Regional Revenue Head and BFS Practice Large Deals Head

Vice President of Global Digital Sales and Head BFSI

Director, Banking and Financial Services Sales and Account Management

Trusted Advisor B2B: Digital, IT Infrastructure, QA, DPO

Chief Executive Officer

Director, Banking, Capital Markets, Insurance - Technology, Operations, Outcome Sales

Regional Manager, Banking and Capital Markets Practice Head, North America

Head Investment Research, Sell Side

Practice Director Banking, Insurance, Capital Markets ITO, BPO, Outcome Sales

University of Bombay

Indian Institute of Technology, Kharagpur

IRIMEE, Jamalpur

Recommendations: 3

Strategic outsourcing of large deals and competitive analysis

Outsourcing

Governance

Capital Markets

Global Delivery

BFS Practice Marketing Strategy

Private Banking Portal

Securities Settlement STP Analysis

1****[email protected]

Larry Link

President / Principal Broker

Greater New York City Area

President / Principal Broker

Principal / Chief Investment Officer

Analyst

Real Estate Investment Banker

President / Partner

Indiana University Bloomington

Recommendations: 2

Photography

Start-ups

Money Management

Real Estate

Residential

Negotiation

Communication

Deal Maker

l****[email protected]

i*****@levelgroup.com

l*****@levelgroup.com

l*****@larrylink.com

Isai Peimer

Investment Banker

Greater New York City Area

Investment Banker

Chemist

Consultant (biotech strategy)

Therapeutics analyst

Therapeutics investor

Senior Analyst

Managing Director

The Tuck School of Business at Dartmouth

Emory University

Recommendations: 1

Venture Capital

Biotechnology

Medical Devices

Investments

Hedge Funds

i****[email protected]

Charlotte Bashforth

Chief Investment Officer

Greater New York City Area

Chief Investment Officer

VP, Head of Global Corporate Finance

COO & CFO

Global Senior Director, Head of North American Business Risk

Global Director of Business Development North America and Latin America

White Spirits Finance Director, Schieffelin & Somerset Co. (A Diageo Joint-Venture)

Pricing Consultant, Schieffelin & Somerset Co. (A Diageo Joint-Venture)

Investment Banker, Mergers & Acquisitions

Senior Business Analyst

Financial Analyst

Columbia University - Columbia Business School

Cornell University

St Marks

Recommendations: 1

Strategic Partnerships

Business Strategy

Mergers

Acquisitions

Acquisition Integration

Financial Modeling

Corporate Finance

Strategic Financial Planning

Dan Fleischmann

Investment Banker

Greater New York City Area

Investment Banker

University of Maryland College Park

Recommendations: 1

Forecasting

Financial Modeling

Financial Analysis

Business Analysis

Finance

Data Analysis

Analysis

Process Improvement

Nicholas Keyes, CFA, CAIA

Reginald Binford

Vice President

Greater New York City Area

Vice President

Investment Banker

The University of Chicago - Booth School of Business

Washington University in St. Louis

Recommendations: 1

Corporate Finance

Investment Banking

Private Equity

Valuation

Mergers

Due Diligence

Capital Markets

Equities

r****[email protected]

Director of New Business Development

Greater New York City Area

Director of New Business Development

Client Service & Sales

Investment Banker

Investment Consultant

Bowdoin College

Belmont Hill School

Charles River School

Recommendations: 0

New Business Development

Product Development

Portfolio Management

Financial Modeling

Banking

Asset Allocation

Investments

Hedge Funds

n****[email protected]

Cecilia Montalvo

Chief Strategy and Business Development Officer and President, Summit Select

Greater New York City Area

Chief Strategy and Business Development Officer and President, Summit Select

Vice President, Business Development, National Program Office

Regional Vice President, Strategy and Business Development

Investment Banker

Senior Vice President, Strategic Development

Vice President, Business Development, Pacific Northwest Division

University of Chicago

Rollins College

Recommendations: 0

Strategy

Business Development

Business Strategy

Healthcare Consulting

Healthcare

Healthcare Information Technology

Managed Care

EHR

h****[email protected]

Jeff Pribor

Global Head of Maritime Investment Banking

Greater New York City Area

Global Head of Maritime Investment Banking

EVP and CFO

Managing Director/Group Head

Investment Banker

Columbia University - Columbia Business School

Columbia Law School

Yale University

Recommendations: 0

Chris Manimbo

Financial Advisor

Greater New York City Area

Financial Advisor

Analyst

Investment Banker

Georgetown University

Recommendations: 0

Bobak Moazami

Analyst

Greater New York City Area

Analyst

Investment Banker

Columbia University in the City of New York

Horace Mann School

Recommendations: 0

b****[email protected]

David Ingraldi

Associate - Private Capital Group

Greater New York City Area

Associate - Private Capital Group

Investment Banker, Mergers and Acquisitions

Associate

Management & Financial Services Intern

Fordham University - Graduate School of Business Administration

Fordham University - Gabelli School of Business

James Madison University

Kent School

Clifton High School

Recommendations: 0

Glenn Fogel

President and CEO at Booking Holdings and CEO at Booking.com

Greater New York City Area

President and CEO at Booking Holdings and CEO at Booking.com

Head of Strategy and Executive Vice President of Corporate Development

Vice President

Investment Banker

President and CEO at Booking Holdings and CEO at Booking.com

Chief Executive Officer

Harvard Law School

University of Pennsylvania - The Wharton School

Recommendations: 0

g****[email protected]

Michael Diaz

Investment Banker

Greater New York City Area

Investment Banker

Duke University

Riverdale Country School

Recommendations: 0

Financial Modeling

Valuation

Investment Banking

LBO

Microsoft Excel

Bloomberg

Corporate Finance

M&A experience

Deven Monga

Senior Director, M&A and Capital Markets

Greater New York City Area

Senior Director, M&A and Capital Markets

Company Name Intralinks

Investment Banker

Senior Financial Analyst / Team Lead

Financial Analyst

University of Illinois at Urbana-Champaign - College of Business

Recommendations: 0

Financial Modeling

Financial Analysis

LBO

DCF

Bloomberg

SaaS

Valuation

Business Development

Erik Johnson

Principal

Greater New York City Area

Principal

Investment Banker

Vanderbilt University

Recommendations: 0

Private Equity

Mergers

Investments

Capital

Venture Capital

Analysis

Financial Modeling

Valuation

e****[email protected]

Ed McDowell

Managing Director

Greater New York City Area

Managing Director

Land Acquisition Manager

Investment Banker

University of Pennsylvania - The Wharton School

Brown University

Fordham Prep

Recommendations: 0

e****[email protected]

Michael Mavrovitis

Branch Manager

Greater New York City Area

Branch Manager

Personal Banker

President & Owner

National Sales Manager

Managing Director

Investment Banker

Queens College

Union College

Recommendations: 0

Multilingual

NYS Notary Public

Financial Services

Sales

Finance

New Business Development

Consumer Lending

Credit

Jed F Lenzner

Capital Markets

Greater New York City Area

Capital Markets

Investment Banker

Operational Risk Department Summer Analyst

Emergency Medical Technician (EMT-B)

Summer Analyst

Co-Owner and Co-Chief Operating Officer

Investment Department Intern

Assistant to Director of Emergency Department

University of Pennsylvania

Georgetown Day School

St. Bernard's School

Recommendations: 0

Microsoft Office

Excel

Word

PowerPoint

Thomson One

Capital IQ

Bloomberg

Microsoft Excel

Rob Perdue

Board Member

Greater New York City Area

Board Member

Manager

Chief Operating Officer

Manager

Investment Banker

Georgetown University

Recommendations: 0

Start-ups

Mergers

Digital Media

Leadership

Business Strategy

Sales Management

New Business Development

Online Advertising

g****[email protected]

Shaun Dindial

Lead Investment Banker

Greater New York City Area

Lead Investment Banker

Real Estate

Seton Hall University

Recommendations: 0

Investment Properties

Commercial Real Estate

Finance

Real Estate Development

Refinance

Real Estate Economics

Investors

Brokerage

s****[email protected]

Jeffrey Moffett

Investment Professional

Greater New York City Area

Investment Professional

Investment Banker - M&A

Investment Professional

University of Virginia

Recommendations: 0

Private Equity

Michael Philip Kaufman

Adjunct Professor

Greater New York City Area

Adjunct Professor

Independent

Investment Banker

Vice President

Assistant Vice President

President

Independent

Bronx High School of Science

Brown University

Recommendations: 0

Agile Methodologies

Software Development

Business Analysis

Software Project...

SDLC

Enterprise Architecture

Unix

SOA

m*****@computer.org

Ian Erb

Head of Risk and Trading Strategy

Greater New York City Area

Head of Risk and Trading Strategy

Portfolio Manager

Fixed Income Trading Strategist

Investment Banker

Portfolio Management Analyst - Shipping & Aviation

Columbia University - Fu Foundation School of Engineering and Applied Science

Columbia University in the City of New York

Princeton University

The Hill School

Recommendations: 0

Quantitative Finance

Financial Modeling

C++

Linux

SQL

M&A Modeling

Perl

i*****@alumni.princeton.edu

i****[email protected]

Jonathan Kiss

Investment Banking Associate - Healthcare

Greater New York City Area

Investment Banking Associate - Healthcare

Healthcare Investment Banker

Futures and Options Associate

Summer Analyst

Lehigh University - College of Business and Economics

Recommendations: 0

Financial Modeling

Valuation

Mergers & Acquisitions

Financial Analysis

Investment Banking

Corporate Finance

Capital Markets

Due Diligence

Frank Janik ([email protected])

Vice President - Aircraft Transactions

Greater New York City Area

Vice President - Aircraft Transactions

Vice President – Business Aircraft Acquisitions & Sales

Regional Aircraft Financing Officer – Business Aircraft Finance

District Sales Manager – Business Aircraft Finance

Investment Banker – Commercial Airline Industry

Relationship Manager/Business Development Officer – Corporate Finance

USMC Officer Procurement Regional Sales Manager & Aviation Recruiter

Naval Aviator - T-34C, T-2C, TA-4J, & A-6E

New York Institute of Technology

Texas A&M University

Recommendations: 0

Project Management

Sales

New Business Development

Leadership

Contract Negotiation

Business Development

Aviation

Strategy

f****[email protected]

Terrence Storey

Investment Banker - Real Estate

Greater New York City Area

Investment Banker - Real Estate

CFO

Lawyer

University of Maryland - Robert H. Smith School of Business

University of Maryland Francis King Carey School of Law

Penn State University

Recommendations: 0

t****[email protected]

Chris Huser

Founder/CEO

Greater New York City Area

Founder/CEO

Investment Banker

Portfolio Manager

Summer Analyst

Fordham University

Teaneck High School

Recommendations: 0

Karishma Kapoor

Wealth Management

Greater New York City Area

Wealth Management

Editor in Chief and Board Member

Analyst, Investor Relations

Associate, Corporate Mergers & Acquisitions

Investment Banker

Real Estate Due Diligence Analyst

Corporate & Investment Bank

Fordham University

Turner Fenton Secondary School

Recommendations: 0

Bloomberg Terminal

Financial Analysis

Bloomberg

Financial Modeling

Capital Markets

Corporate Finance

Finance

Microsoft Excel

k****[email protected]

Rafal Walkiewicz

Chief Executive Officer

Greater New York City Area

Chief Executive Officer

Investment Banker in Financial Institutions Group

Chief Executive Officer

Harvard Business School

Warsaw School of Economics

Recommendations: 0

Mergers & Acquisitions

Private Equity

Financial Modeling

Investments

Finance

Investment Banking

Valuation

Equities

e*****@rwalkiewicz.com

Scott Hall

Director of Housekeeping

Greater New York City Area

Director of Housekeeping

Assistant General Manager

Assistant Executive Housekeeper

Rooms Division Manager

Investment Banker

Retail Banking Branch Manager

Assistant Branch Manager

Customer Advisor

Infantry Soldier

Beauchamp College

Recommendations: 0

Hotels

Hospitality Management

Hotel Management

Hospitality Industry

Rooms Division

Front Office

Hospitality

Food & Beverage

Terrence Mullen

Investment Banker

Greater New York City Area

Investment Banker

Principal

Co-Founder and Managing Partner

Harvard Business School

University of Notre Dame

Recommendations: 0

t****[email protected]

Tim Meyer

Private Equity Investor

Greater New York City Area

Private Equity Investor

Investment Banker

Summer Associate

New York University - Leonard N. Stern School of Business

New York University School of Law

Wake Forest University

Recommendations: 0

Mergers & Acquisitions

Corporate Law

Mergers

Corporate Governance

Due Diligence

Joint Ventures

Legal Writing

Financial Modeling

t****[email protected]

Konstantin Poukalov

Executive Chairman

Greater New York City Area

Executive Chairman

Chief Business Officer

Head of stratigic operations

Investment Banker

Board Member

Investment Banker

Managing Director - Strategy

Board Member

CFO

Recommendations: 0

k****[email protected]

Asif Junaid

Investment Banker

Greater New York City Area

Investment Banker

Risk Consultant - Accounting Advisory services

Business Strategy Analyst

Property Consultant

Institute of Chartered Accountants in England and Wales

London School of Economics and Political Science, U. of London

Columbia University in the City of New York

International School of Choueifat Dubai

Recommendations: 0

Financial Reporting

Corporate Finance

Financial Accounting

Real Estate Development

Executive Reporting

Microsoft Excel

MS Excel Pivot Tables

Financial Modeling

a****[email protected]

Michael Albanese

Head of Business Development--Americas

Greater New York City Area

Head of Business Development--Americas

FIG Insurance Investment banking

Senior Investment Banker

Senior Officer A.M. Best Ratings

Managing Director Head of Insurance, FIG North America

Managing Director

Recommendations: 0

George Patterson

Investment Banker

Greater New York City Area

Investment Banker

Member of the Board of Directors

Managing Director and Co-Head of Global Software, Systems & Solutions Investment Banking

Managing Director and Head of Technology Investment Banking, EMEA

Senior Vice President

Vice President

Associate

Analyst

Brown University

Monash University

Northfield Mount Hermon

Melbourne Grammar School

Recommendations: 0

Investment Banking

Corporate Finance

Corporate Development

Investments

Mergers & Acquisitions

Derivatives

Emerging Markets

Financial Modeling

g****[email protected]

Jolie Milstein

Director of Real Estate

Greater New York City Area

Director of Real Estate

Executive Director

Sr. Director Economic Development

Commercial and Residential Mortgage Investment Banker

Yale School of Management

ULCA School of Architecture and Urban Planning

UC Berkeley School of Architecture

Recommendations: 0

Affordable Housing

Community Development

Real Estate Development

Daniel Ridloff

Director

Greater New York City Area

Director

Vice President

Acquisitions & Finance

Vice President

Real Estate Investment Banker

Cornell University

Recommendations: 0

Jason Fobbs

Commercial Lending

Greater New York City Area

Commercial Lending

Business Relationship Manager

Business Banker

Regional Sales Manager

Investment Banker

St. John's University, The Peter J. Tobin College of Business

Blue Ridge School

Recommendations: 0

Risk Management

Asset Managment

Business Analysis

Management Consulting

Project Management

Consumer Electronics

Investments

Credit

James Flynn

Chief Executive Officer

Greater New York City Area

Chief Executive Officer

Investment Banker

Chief Executive Officer

Executive Managing Director

President & Chief Investment Officer

Managing Director

Chief Executive Officer

Real Estate Attorney

Columbia University School of Law

Georgetown University - The McDonough School of Business

Georgetown University

Recommendations: 0

Real Estate

Asset Managment

Private Equity

Portfolio Management

Investment Properties

REO

Real Estate Financing

Real Estate Transactions

Colin LeStrange

Vice President, Technology Investment Banking

Greater New York City Area

Vice President, Technology Investment Banking

Institutional Equity Research Sales

Co-Founder

Technology Investment Banker

Equity Analyst

Director, TMT Investment Banking

Equity Analyst

Loyola University Maryland

Saint John's High School

Recommendations: 0

William R. Hunter

Founder/President/CEO

Greater New York City Area

Founder/President/CEO

Investment Banker

Managing Director

Founder/President

Director

Vice President

Assistant Vice President

Long Island University, C.W. Post Campus

S.U.N.Y. College at Brockport

Recommendations: 0

Derivatives

Capital Markets

Fixed Income

Trading

Equities

Interest Rate Derivatives

Bonds

Money Market

w****[email protected]

Sean Lanci

Investment Banker

Greater New York City Area

Investment Banker

V.P. - Private client group / Investment banking

Account executive

Recommendations: 0

IPO

Private Placements

Corporate Development

Investment Banking

Investor Relations

Valuation

Funding

Corporate Finance

s****[email protected]

Matthew Schembri

Investment Banker

Greater New York City Area

Investment Banker

Investment Banking Summer Analyst

Investment Banking Analyst

University of North Carolina at Chapel Hill - Kenan-Flagler Business School

Recommendations: 0

Microsfot product suite

Bloomberg

Thomson Research

Morningstar

Adobe Photoshop

Adobe Image Ready

Capital IQ

Corporate Finance

John Pouschine

Co-Founder and Managing Member

Greater New York City Area

Co-Founder and Managing Member

Senior Vice President

Commercial Banker

Investment Banker

Vice President

Harvard Business School

Princeton University

Recommendations: 0

Private Equity

Venture Capital

Mergers & Acquisitions

Due Diligence

Corporate Development

Financial Analysis

Strategic Planning

Hedge Funds

Diana C. Cano

Investment Banker

Greater New York City Area

Investment Banker

Equity trader

Baruch College, City University of New York (CUNY)

Recommendations: 0

Public Speaking

Business Analysis

Acting

Fitness Consulting

Stock Management

Social Media

Microsoft Office

Series 63

Rodneyse Bichotte

Member of Assembly

Greater New York City Area

Member of Assembly

New York State Committeewoman / District Leader 42nd Assembly

Director, Mergers and Acquisitions and Corporate Development

Board Member

Corporate Banker / Economic Development Consultant

Investment Banker

Engineer, Marketing, Business Development/Finance

Northwestern University - Kellogg School of Management

Illinois Institute of Technology

State University of New York College at Buffalo

University at Buffalo

Recommendations: 0

Organizational Leadership

Deal Execution

Business Relationship Management

Project Managment

Project Management

Proposal Writing

Funding

Market Research

r****[email protected]

Michael Kolodner

Independent Advisor & Consultant

Greater New York City Area

Independent Advisor & Consultant

Managing Member

Dir. of Finance; Board of Managers

Managing Principal

Outside Director

Sr. Investment Banker

Senior Banker

Managing Director

President

1st Vice Predident & Director

New York Law School

University of Maryland Baltimore County

Recommendations: 0

Strategic Planning

Mergers

Start-ups

Investments

Strategy

Private Equity

Mergers & Acquisitions

Finance

Norman Balassiano

President Angels of Debt

Greater New York City Area

President Angels of Debt

Gadget Developer

Founder & CEO

Investment Banker

Bank Street College of Education

Recommendations: 0

n*****@angelsofdebt.com

n****[email protected]

Solomon James

Partner

Greater New York City Area

Partner

Investment Banker

Institutional Trader

Lehigh University

Staten Island Academy

Recommendations: 0

Equities

Investments

Series 7

Investment Banking

Series 63

Securities

Portfolio Management

Alternative Investments

s****[email protected]

Sheldon Freedman

Consultant

Greater New York City Area

Consultant

Investment Banker

Partner

University of Toronto

Recommendations: 0

b****[email protected]

Scott Ingram

Enterprise Architect

Greater New York City Area

Enterprise Architect

AWS Solutions Architect

Solutions Architect

Vice President, Software Engineering

Principal Software Engineer

Sr. Solutions Architect

Investment Banker, IT Deal Origination

Solutions Architect

NYU Stern School of Business

Rensselaer Polytechnic Institute

Recommendations: 0

Jay Collins

Global Head, Public Sector Group

Greater New York City Area

Global Head, Public Sector Group

Director of Government Relations

Head of Global Banking, Central & Eastern Europe, Middle East and Africa

Deputy Head, Investment Banking Japan

Vice Chairman, Banking, Capital Markets, Advisory

Co-chairman, Sustainable Finance Committee, Citi

Investment Banker,

Managing Director

Chief Operating Officer, Latin America Region

Georgetown University

Colorado College

Recommendations: 0

Mike Jamin

Managing Director

Greater New York City Area

Managing Director

Investment Banker

Vice President

Cornell University - Johnson Graduate School of Management

Cornell University

Recommendations: 0

Malcolm 大宝

Founder & CEO

Greater New York City Area

Founder & CEO

Real Estate Investment Banker

U.S. Delegate to the UN

Case Officer

Harvard Business School (MBA '86)

Columbia | SIPA

Foreign Service Institute, U.S. Department of State

Recommendations: 0

Joint Ventures

Investments

Investment Banking

Negotiation

International Law

International Relations

Real Estate

China Business Development