Team

Abbott Capital’s team is solely focused on private equity investing and on our clients. Our seasoned professionals bring deep expertise and diverse perspectives that benefit our clients through thoughtful judgments and insights. We are proud to have top quality professionals in every function of our organization.

  • Thaddeus I. GrayManaging Director, Chief Investment Officer

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    Thaddeus I. GrayManaging Director, Chief Investment Officer  |  Joined in 1989

    Thad Gray applies over two decades of private equity investing experience and acumen to his leadership of Abbott Capital’s investment team. Thad directs the firm’s global research, analysis, and due diligence efforts on prospective investment opportunities and manages the firm’s portfolio monitoring efforts, including the establishment of investment processes and guidelines designed to meet individual client objectives. Thad manages many of Abbott Capital’s most long-standing general partner relationships and is an active member of multiple fund advisory boards. As a member of the firm’s executive committee, Thad also develops business strategy and long term initiatives for the firm.

    Additional Activities:

    Thad serves on the Board of Managers of the East Side Settlement House, a not-for-profit organization devoted to educational programs in the South Bronx. Thad also serves on the Board of the Berkshire Taconic Community Foundation and is a member of the investment committee. The Berkshire Taconic Community Foundation is a nonprofit organization that provides services to communities in upstate New York and western New England.

    Prior Experience:

    Commerzbank Capital Markets Corporation
    Credit Commercial de France

    Education & Accreditations:

    University of Pennsylvania, B.A. in History
    New York University, M.B.A. in Finance
    CFA Charterholder

  • Mary T. HornbyManaging Director, General Counsel

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    Mary T. HornbyManaging Director, General Counsel  |  Joined in 2005

    Mary Hornby earned her experience through a decade as outside counsel to public and private companies, as well as advising institutional investors and general partners at all levels of private equity investing. Her private equity experience includes negotiating private company investments, advising on the formation of funds and advisers, and representing investors in connection with primary and secondary fund investments. Mary is responsible for all legal aspects of the firm’s operations as well as the legal analysis, negotiation, and closing process for all portfolio investments. She also coordinates the formation of Abbott Capital’s commingled funds, and provides guidance on corporate matters including contracts, structuring, and regulatory compliance.

    Prior Experience:

    Testa, Hurwitz & Thibeault, LLP

    Education & Accreditations:

    Boston College, B.A., magna cum laude
    Boston College Law School, J.D.
    Member of the Bar, Commonwealth of Massachusetts

  • Young LeeManaging Director

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    Young LeeManaging Director  |  Joined in 2007

    Young Lee’s diverse investment background includes working across asset classes at a foundation, creating an online community for entrepreneurs, and developing private market benchmarks for venture capitalists. He brings a sense of curiosity and depth of inquiry to the sourcing, analysis, and due diligence of prospective fund investments at Abbott Capital.  Young also plays an active role in the ongoing monitoring of investments, serving on several fund advisory boards.

    Prior Experience:

    The Henry J. Kaiser Family Foundation
    Silicon Valley Bank

    Education & Accreditations:

    Stanford University, B.A. in Economics
    Columbia University, M.B.A.
    CFA Charterholder

  • Timothy W. MaloneyManaging Director

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    Timothy W. MaloneyManaging Director  |  Joined in 2004

    Tim Maloney’s experience as a pension fund consultant and corporate analyst has enabled him to evaluate investment opportunities from the perspective of an institutional investor. Tim, a voting member of Abbott Capital’s investment committee, sources and analyzes investment opportunities in private equity funds globally and contributes to the execution of the firm’s investment process for all strategies, including buyouts, growth equity, venture capital, and special situations, as well as the evaluation of potential secondary investments. Tim manages multiple general partner relationships and serves as a member of several fund advisory boards.

    Prior Experience:

    Frye-Louis Capital Management
    General American Transportation Corporation
    Hewitt Associates

    Education & Accreditations:

    DePaul University, B.S. in Accounting
    New York University, M.B.A. in Finance
    CPA, State of Illinois

  • Lauren M. MasseyManaging Director, Finance & Administration

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    Lauren M. MasseyManaging Director, Finance & Administration  |  Joined in 1995

    Lauren Massey’s prior experience as an auditor at a leading accounting firm, focused on the asset management industry, has contributed to her effective management of Abbott Capital’s internal operations and finance functions. Lauren leads the firm’s internal operations department, which manages the daily transactional activity of the hundreds of funds monitored by Abbott Capital.

    Additional Activities:

    Lauren serves on the board of Pearl S. Buck International, a non-profit organization committed to expanding opportunities for children and promoting multicultural appreciation while advocating for humanitarianism throughout the world.

    Prior Experience

    Ernst & Young

    Education & Accreditations

    State University of New York at Binghamton, B.S. in Accounting
    New York University, M.B.A. in Finance and Marketing
    CPA, State of New York

  • Leonard C. PangburnManaging Director

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    Leonard C. PangburnManaging Director  |  Joined in 2005

    Len Pangburn’s systematic approach to private equity investing is informed by his operations and database management background. As a member of Abbott Capital’s investment team, Len sources and analyzes investment opportunities across buyouts, growth equity, venture capital, and special situations. Len also is responsible for the ongoing monitoring of investments, serving on several fund advisory boards.

    Prior Experience:

    International Fund Services

    Education & Accreditations:

    Bentley University, B.S. in Finance
    New York University, M.B.A in Finance

  • Paolo ParzialeManaging Director, Corporate & Fund Accounting

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    Paolo ParzialeManaging Director, Corporate & Fund Accounting  |  Joined in 2002

    Paolo Parziale’s background as an auditor with a leading accounting firm, with a practice that included investment management firms and commingled funds, has contributed to his effective management of Abbott Capital’s fund accounting and corporate accounting functions. Paolo leads the firm’s fund administration department which is responsible for all accounting and reporting functions for the Abbott Capital fund of funds and the firm’s corporate accounting department which is responsible for the management and oversight of the firm’s corporate financial and accounting activities.

    Prior Experience:

    Ernst & Young

    Education & Accreditations:

    St. John’s University, B.S. in Accounting
    New York University, M.B.A in Finance
    CPA, State of New York

  • Meredith L. RerisiManaging Director

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    Meredith L. RerisiManaging Director  |  Joined in 1998

    Ms. Rerisi has more than 15 years of private equity investment experience.  She reviews investment opportunities, with specific emphasis on analysis and due diligence for prospective investments, and is engaged in the negotiation of business and legal issues, ongoing monitoring of investments and profit realization from distributed securities.  Ms. Rerisi also serves on several partnership advisory boards.  Ms. Rerisi originally joined Abbott in 1998 and returned in the fall of 2002, following receipt of her M.B.A.  Prior to joining Abbott, Ms. Rerisi was an equity analyst at American High Growth Equities Corporation.

    Prior Experience:

    American High Growth Equities Corporation

    Education & Accreditations:

    Cornell University, B.S. in Applied Economics and Business Management
    The Fuqua School of Business at Duke University, M.B.A.

  • Jonathan D. RothManaging Director, President

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    Jonathan D. RothManaging Director, President  |  Joined in 1992

    Jonathan Roth combines two decades of private equity experience with a background in corporate lending and finance in support of his responsibilities as President of Abbott Capital and a senior voting member of the investment committee. Jonathan sources and analyzes investment opportunities in private equity funds globally and contributes to the evaluation of private equity funds of all strategies. As a member of the firm’s executive committee, Jonathan directs the firm’s business development initiatives and develops strategy objectives. Jonathan also continues to manage many of Abbott Capital’s most long-standing general partner and client relationships and is an active member of multiple fund advisory boards.

    Additional Activities:

    Jonathan has served on Cornell University’s Private Equity Subcommittee since 1999 and Duke University’s Fuqua School of Business Board of Visitors since 2003.

    Prior Experience:

    Elmrock Partners
    Amoco Corporation
    Chemical Bank

    Education & Accreditations:

    Cornell University, A.B. in Economics
    The Fuqua School of Business at Duke University, M.B.A.

  • Matthew M. SmithManaging Director

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    Matthew M. SmithManaging Director  |  Joined in 2000

    Matthew Smith’s approach to evaluating investment opportunities is grounded in his experience as a financial examiner for the Federal Reserve Bank. Matthew is responsible for managing the sourcing and due diligence activities of Abbott Capital (Europe) Ltd., the firm’s European subsidiary. As a voting member of Abbott Capital’s investment committee, Matthew sources and analyzes investment opportunities for the firm in private equity funds globally, with a focus on those in Europe and Asia. Matthew manages multiple general partner relationships and serves on several fund advisory boards.

    Prior Experience:

    Federal Reserve Bank of New York
    First Trust Washington
    Bank of America

    Education & Accreditations:

    Georgetown University, A.B. in History
    Georgetown University, M.B.A. in Finance

  • Kathryn J. StokelManaging Director, Chief Operating Officer

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    Kathryn J. StokelManaging Director, Chief Operating Officer  |  Joined in 1998

    Katie Stokel brings the perspective of one of the earliest ERISA investors in private equity to her due diligence and monitoring of Abbott Capital’s fund investments. As a senior voting member of the firm’s investment committee, Katie sources and analyzes investment opportunities, and is engaged in the negotiation of business and legal issues.  Katie also continues to manage many of Abbott Capital’s most long-standing general partner relationships and is an active member of multiple fund advisory boards.  As Abbott Capital’s Chief Operating Officer, Katie oversees the firm’s internal operations and human resource activities.

    Prior Experience:

    General Motors Investment Management Corporation

    Education & Accreditations:

    University of Michigan, B.S. in Mathematics
    The Wharton School at the University of Pennsylvania, M.B.A. in Finance
    CFA Charterholder

  • Charles H. van HorneManaging Director

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    Charles H. van HorneManaging Director  |  Joined in 2001

    Charlie van Horne joined Abbott Capital with broad private equity experience in the U.S., Europe, and the emerging markets, having previously established and managed teams focused on funds of funds, direct investment partnerships, individual direct investments, mergers and acquisitions, restructurings, and project finance. At Abbott Capital, Charlie is responsible for communicating with clients about the firm’s investment practices and providing assistance to investors in the development of their private equity strategies. He oversees the firm’s marketing activities and is engaged in investment discussions as a voting member of the investment committee.

    Additional Activities:

    Charlie currently serves as the President and has been a longstanding Director of the Roothbert Fund, which grants scholarships to students, generally based in the cities of New York, Philadelphia, and Washington, D.C., in need of financial aid to pursue their undergraduate and graduate degrees.

    Prior Experience:

    AIG Capital Partners, Inc.
    Creditanstalt International Advisors
    Bankers Trust
    UBS Securities, Inc.

    Education & Accreditations:

    University of Pennsylvania, B.A. in Sociology

  • Raymond L. HeldCo-Founder, Senior Advisor

    Raymond L. HeldCo-Founder, Senior Advisor  |  Joined in 1986

    Ray Held is a co-founder of Abbott Capital and serves as a senior advisor to the firm.  While at Abbott Capital, he oversaw the institutional
    investment of more than $11.5 billion in commitments to over 300 private equity funds and served as a member of numerous fund advisory boards.

    Prior Experience:

    Manufacturers Hanover Investment Corporation
    Standard & Poor’s Corporation

    Education & Accreditations:

    Queens College, B.A. in Economics
    Columbia University, M.A. in Public Law and Government
    New York University, M.B.A. in Finance

  • B. Martha CassidyDirector

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    B. Martha CassidyDirector  |  Joined in 2013

    Martha Cassidy has developed a multi-faceted perspective to private equity investing, given her extensive experience as a general partner, co-investor, fund investor, and secondary investor.  At Abbott Capital, Martha participates in investment analysis and decisions for all fund investments and devotes a significant amount of her time to the firm’s sourcing, due diligence, and negotiations associated with secondary investments.

    Prior Experience:

    Capital Dynamics, Inc.
    Overture Capital Partners
    Madison Investment Partners
    Chemical Venture Partners
    Bankers Trust

    Education & Accreditations:

    Wellesley College, B.A. in French and Political Science, cum laude
    The Wharton School at the University of Pennsylvania, M.B.A. in Finance and Marketing

  • Jobst KlemmeDirector

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    Jobst KlemmeDirector  |  Joined in 2015

    Jobst Klemme’s approach to evaluating investment opportunities has been shaped by his experience as both a direct and fund investor.  He also brings the perspective of having worked closely with ultra high net worth clients to meet their private equity objectives.  Jobst sources and analyzes investment opportunities for Abbott across all strategies including venture capital and growth equity, buyouts and special situations, and secondaries.  While he is based in Abbott’s London office, he is part of the integrated team that executes investments globally.

    Prior Experience:

    Bethmann Bank
    Credit Suisse
    Equity Partners
    CEA Capital Partners
    Deutsche Bank

    Education & Accreditations:

    Georg-August University Goettingen, B.A. in Business Administration
    ESCP Europe, Diplom-Kaufmann / Diplome de Grandes Ecoles de Gestion

  • Jennie BenzaVice President

    Jennie BenzaVice President  |  Joined in 2016

    Ms. Benza has over 10 years of private equity investing experience as a direct investor, co-investor, and board member.  At Abbott she leads sourcing, due diligence, and negotiations on prospective fund and secondary investments as well as monitors ongoing investments, including serving on fund advisory boards.  Ms. Benza’s perspective is shaped by her background sourcing and leading private equity direct investments, her board level experience working with management teams to grow and restructure portfolio companies, and her close working relationships with LP investors.

    Prior Experience:

    aPriori Capital Partners, Founding Member
    DLJ Merchant Banking Partners, Vice President
    Thomas H. Lee Partners, Associate
    Merrill Lynch, Analyst

    Education & Accreditations:

    Harvard Business School, MBA
    New York University Stern School of Business, B.S. Finance & Accounting

  • Zohair TariqSenior Investment Associate

    Zohair TariqSenior Investment Associate  |  Joined in 2016

    Zohair Tariq is a seasoned institutional investor with experience in pension investments and operations. His fiduciary approach to evaluating investments is shaped by having constructed a global private equity portfolio for a large corporate pension plan across sub-asset classes. As a member of the investment team, he supports the analysis and due diligence of potential investment opportunities. Zohair also monitors current investments and attends fund annual meetings.

    Prior Experience:

    Raytheon Company
    State Street Corporation

    Education & Accreditations:

    Bentley University, B.S. in Corporate Finance & Accounting
    Hong Kong International School

  • Jonathan TubianaSenior Investment Associate

    Jonathan TubianaSenior Investment Associate  |  Joined in 2009

    Jonathan Tubiana joined Abbott Capital with prior experience conducting due diligence and analysis on European private equity funds. Based in Abbott Capital’s London office, Jonathan assists in the review of investment opportunities with specific emphasis on screening, analysis, and due diligence.

    Prior Experience:

    Altius Associates

    Education & Accreditations:

    Grenoble Ecole de Management (France), Master of Science in Management
    New York University, M.B.A in Finance

  • Moritz TurckSenior Investment Associate

    Moritz TurckSenior Investment Associate  |  Joined in 2017

    Moritz Turck joined Abbott Capital with several years of prior experience conducting due diligence and analysis on European private equity funds as well as sourcing and executing co-investments alongside GPs. Based in Abbott Capital’s London office, Moritz assists in the review of investment opportunities with specific emphasis on sourcing, screening, analysis, and due diligence of relevant opportunities.

    Prior Experience:

    Pavilion Alternatives Group
    Trinity Group Ltd.
    Commerzbank

    Education & Accreditations:

    Kings College London, M.Sc. in Accounting, Accountability and Finance
    University of Nottingham, B.A. in Management Studies with French

     

  • Ryan P. DoyleInvestment Associate

    Ryan P. DoyleInvestment Associate  |  Joined in 2014

    Ryan Doyle reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.

    Prior Experience:

    Sumitomo Mitsui Banking Corporation

    Education & Accreditations:

    Columbia University, B.A. in Financial Economics

  • Brian W. SusetkaInvestment Associate

    Brian W. SusetkaInvestment Associate  |  Joined in 2010

    Prior to joining Abbott Capital’s investment team, Brian Susetka was a member of the firm’s finance and operations team for several years.  On the investment team, Brian assists in the review of investment opportunities with specific emphasis on screening, analysis, and due diligence.

    Prior Experience:

    AllianceBernstein L.P.

    Education & Accreditations:

    Indiana University, B.S. in Business

  • Daniel D. BrownInvestment Analyst

    Daniel D. BrownInvestment Analyst  |  Joined in 2014

    Daniel Brown reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Before joining the investment team in 2016, Mr. Brown worked on Abbott’s operations team for two years.

    Prior Experience:

    Axelrod Energy Projects LLC
    Euromoney Institutional Investor
    JP Morgan Chase

    Education & Accreditations:

    Baruch College, B.B.A. in Finance

  • Dillon SchriverInvestment Analyst

    Dillon SchriverInvestment Analyst  |  Joined in 2016

    Dillon Schriver joined Abbott Capital with prior experience conducting due diligence and analysis on middle market companies. At Abbott, Dillon reviews investment opportunities with specific emphasis on screening, analysis and due diligence.

    Prior Experience:

    MD Global Partners

    Education & Accreditations:

    University of Pennsylvania, B.A. in Mathematics & East Asian Language and Culture
    The Fuqua School of Business at Duke University, M.M.S.

  • Daniel R. KettnerVice President, Client Relations

    Daniel R. KettnerVice President, Client Relations  |  Joined in 2015

    Dan Kettner assists in all marketing, client services and business development activities.

    Prior Experience:

    Neuberger Berman
    Aviva Investors North America
    Credit Suisse Asset Management

    Education & Accreditations:

    Hamilton College, B.A. in English Literature
    New York University, M.B.A. in Finance

  • Sean LongVice President

    Sean LongVice President  |  Joined in 2017

    Sean Long assists in all marketing, client services and business development activities.

    Prior Experience:

    EnTrustPermal
    Coleman Research Group

    Education & Accreditations:

    University of San Diego, B.A. in English

  • John J. ThomasVice President, Business Development

    John J. ThomasVice President, Business Development  |  Joined in 2014

    John Thomas assists in all marketing, client services and business development activities.

    Prior Experience:

    Papamarkou Wellner Asset Management
    Barclays Wealth

    Education & Accreditations:

    Hobart and William Smith Colleges, B.S.c. in Chemistry
    London Business School, M.B.A.

  • Esther BuchenAnalyst

    Esther BuchenAnalyst  |  Joined in 2015

    Esther Buchen supports Abbott Capital’s client service and business development activities. She works closely alongside the firm’s investment, fund accounting, and operations teams to prepare a variety of communications, including client reports, consultant requests, and other materials.

    Prior Experience:

    Goldman Sachs

    Education & Accreditations:

    Yeshiva University, B.A. in Economics

  • Jon ClearyAnalyst

    Jon ClearyAnalyst  |  Joined in 2015

    Jon Cleary supports Abbott Capital’s client service and business development activities. He works closely alongside the firm’s investment, fund accounting, and operations teams to prepare a variety of communications, including client reports, consultant requests, and other materials.

    Prior Experience:

    PricewaterhouseCoopers

    Education & Accreditations:

    Pennsylvania State University, B.S. in Finance

  • Amanda MackAnalyst

    Amanda MackAnalyst  |  Joined in 2015

    Amanda Mack supports Abbott Capital’s client service and business development activities. Amanda oversees Abbott’s relationship management systems, marketing technology programs, and business development projects. She works closely alongside the firm’s investment, fund accounting, and operations teams to prepare a variety of communications, including client reports, consultant requests, and other materials.

    Prior Experience:

    WP Carey, LLC
    Morgan Stanley
    Lord Abbett & Co.

    Education & Accreditations:

    Fordham University, B.A. in Economics

  • Matthew A. CestaroManager, Fund Accounting

    Matthew A. CestaroManager, Fund Accounting  |  Joined in 2008

    Matt Cestaro is responsible for the day-to-day management of Abbott Capital’s fund accounting activities.  Matt also oversees the fund accounting team’s preparation of periodic financial reports and other fund communications, as well as fund and investor level performance metrics.

    Prior Experience:

    Pomona Capital

    Education & Accreditations:

    Loyola University Maryland, B.S. in Accounting
    CPA, State of Delaware

  • Jennifer DonosoSenior Fund Accountant

    Jennifer DonosoSenior Fund Accountant  |  Joined in 2012

    Jennifer Donoso is responsible for the day-to-day administration of the Abbott Capital funds of funds which includes recordkeeping activities, preparation of financial reports and calculation of fund level performance metrics.

    Prior Experience:

    EisnerAmper LLP
    Belfer Management

    Education & Accreditations:

    West Virginia University, BS in Business Administration and Accounting
    CPA, State of New York

  • Waley ChuFund Accountant

    Waley ChuFund Accountant  |  Joined in 2014

    Waley Chu is responsible for the day-to-day administration of the Abbott Capital funds of funds which includes recordkeeping activities, preparation of financial reports and calculation of fund level performance metrics.

    Prior Experience:

    JP Morgan
    Ernst & Young
    Holtz Rubenstein Reminick

    Education & Accreditations:

    Baruch College, BA in Accounting
    CPA, State of New York

     

  • Mila PinkhasovaFund Accountant

    Mila PinkhasovaFund Accountant  |  Joined in 2013

    Mila Pinkhasova is responsible for the day-to-day administration of Abbott Capital funds of funds which includes recordkeeping activities, preparation of financial reports and calculation of fund level performance metrics.

    Prior Experience:

    JPMorgan Chase & Co.
    Deloitte and Touche LLP

    Education & Accreditations:

    Queens College, BA in Accounting

  • Irina AbayevFund Accountant

    Irina AbayevFund Accountant  |  Joined in 2016

    Irina Abayev is responsible for the day-to-day administration of Abbott Capital funds of funds which includes recordkeeping activities, preparation of financial reports and calculation of fund level performance metrics.

    Prior Experience:

    Morgan Stanley

    Education & Accreditations:

    Queens College, BA in Accounting

  • Joseph C. JulianoSenior Manager, Operations

    Joseph C. JulianoSenior Manager, Operations  |  Joined in 2001

    Joe Juliano is responsible for day-to-day oversight of several of Abbott Capital’s operational and administrative activities. In particular, he manages the team responsible for the firm’s fund investment recordkeeping activities, separate account reporting, and the calculation of various performance analytics.

    Prior Experience:

    Ernst & Company

    Education & Accreditations:

    State University of New York at Old Westbury, B.S. in Finance
    Fordham University, M.B.A.

  • Christopher J. GimbelCISO & Senior Manager, Information Systems & Infrastructure

    Christopher J. GimbelCISO & Senior Manager, Information Systems & Infrastructure  |  Joined in 2014

    Chris Gimbel is responsible for Abbott Capital’s long-term strategic technology initiatives, as well as the day-to-day management of the firm’s network systems and infrastructure.  As CISO, Chris is responsible for developing and implementing Abbott’s information security program, which includes procedures and policies designed to protect enterprise communications, systems and assets from both internal and external threats.

    Prior Experience:

    Fore Research and Management LLC
    Eze Castle Integration
    Worldco LLC
    CWN Networks

    Education & Accreditations:

    Thomas Edison State College, B.S.

  • Andrea C. HeidbrederProject Manager

    Andrea C. HeidbrederProject Manager  |  Joined in 2000

    Andrea Heidbreder is responsible for the planning and coordination of many of the firm’s long-term operational initiatives.

    Prior Experience:

    University of Michigan
    Cambridge Associates
    Venture Economics

    Education & Accreditations:

    College of the Holy Cross, B.A. in Economics and Art History

  • Jennifer T. LagnadoController

    Jennifer T. LagnadoController  |  Joined in 2000

    Jennifer Lagnado is responsible for the day-to-day management of Abbott Capital’s corporate accounting activities. She is also manages the firm’s human resources activities, including staff recruitment, facilitation of employee training, and benefits administration.

    Prior Experience:

    KPMG, LLP
    McGladrey and Pullen

    Education & Accreditations:

    State University of New York at Buffalo, B.S. in Business Administration
    Hofstra University, M.B.A.
    CPA, State of New York

  • Samantha L. HewittManager

    Samantha L. HewittManager  |  Joined in 2008

    Samantha Hewitt is primarily responsible for managing Abbott Capital’s firm level performance analytics and reporting, working in coordination with the firm’s client relations, fund accounting, and investment teams. She was previously on Abbott Capital’s client relations team and joined Abbott Capital with experience in business development and client relations in both private equity and diversified financial services organizations.

    Prior Experience:

    Invesco Private Capital
    Bloomberg

    Education & Accreditations:

    Rutgers University, B.A. in Economics

  • Michael SunaManager

    Michael SunaManager  |  Joined in 2004

    Mike Suna is primarily responsible for Abbott Capital’s separate account reporting and certain firm level performance analytics. Mike Suna has supervisory duties to review incoming cash activity notices. He also reviews a majority of the quarterly financial statement information entered in Abbott’s software systems.

    Prior Experience:

    Refco, LLC

    Education & Accreditations:

    State University of New York at Binghamton, B.A.

  • Erika BarrantesSenior Corporate Acountant

    Erika BarrantesSenior Corporate Acountant  |  Joined in 2006

    Erika Barrantes is a member of Abbott’s corporate accounting team.  Erika also administers several human resources functions.

    Prior Experience:

    Banorte Securities International

    Education & Accreditations:

    St. John’s University, B.S. in Accounting

  • Lisa J. ChambersSenior Corporate Accountant

    Lisa J. ChambersSenior Corporate Accountant  |  Joined in 2011

    Lisa Chambers is a member of Abbott’s corporate accounting team.  Lisa also administers several human resources functions.

    Prior Experience:

    AIG, Financial Reporting
    Bear Stearns, Fixed Income Products Group

    Education & Accreditations:

    Baruch College, B.A. in Mathematics
    Baruch College, M.B.A. in Accounting
    CPA, State of New York

  • Thembi D. DubeSenior Financial Analyst

    Thembi D. DubeSenior Financial Analyst  |  Joined in 1993

    Thembi Dube is a member of Abbott’s operations team which is responsible for the firm’s fund investment recordkeeping activities, separate account reporting and the calculation of various performance analytics.

    Prior Experience:

    GSO Graphics
    Grandberg and Associates

    Education & Accreditations:

    Emory University, B.A.

  • Steven UlysseSenior Financial Analyst

    Steven UlysseSenior Financial Analyst  |  Joined in 2015

    Steven Ulysse is a member of Abbott’s operations team which is responsible for the firm’s fund investment recordkeeping activities, separate account reporting and the calculation of various performance analytics.

    Prior Experience:

    Durst Organization, TD Bank

    Education & Accreditations:

    St. John’s University, B.S. in Accounting
    St. John’s University, M.S. in Accounting

  • Joylyn V. GimarinoSenior Staff Acountant

    Joylyn V. GimarinoSenior Staff Acountant  |  Joined in 2006

    Joylyn Gimarino assists in the preparation of Abbott’s corporate accounting books and records of Abbott Capital Management, LLC and several General Partner entities.  Joylyn also helps to administer several human resources functions.

    Prior Experience:

    Law Offices of Wincig & Wincig

    Education & Accreditations:

    St. John’s University, B.S. in Biology
    Tobin College of Business at St. John’s University, M.B.A in Finance

     

  • Regina M. ReeseSenior Administrator

    Regina M. ReeseSenior Administrator  |  Joined in 1987

    Regina Reese is a member of Abbott’s operations team which is responsible for the firm’s fund investment recordkeeping activities, separate account reporting and the calculation of various performance analytics.

    Prior Experience:

    Manufacturers Hanover Investment Corporation

  • Elaine ZuletaOperations Associate

    Elaine ZuletaOperations Associate  |  Joined in 2000

    Elaine Zuleta is a member of Abbott’s operations team which is responsible for the firm’s fund investment recordkeeping activities, separate account reporting and the calculation of various performance analytics.

    Prior Experience:

    Northern Leasing Systems, Inc.
    The Tokai Bank, Ltd.
    The Hokkaido Takushoku Bank, Ltd.

    Education & Accreditations:

    Hofstra University, B.B.A.

  • Saimir ShehuSenior Technical Support Analyst

    Saimir ShehuSenior Technical Support Analyst  |  Joined in 2001

    Sam Shehu is responsible the day-to-day management of Abbott’s network systems and infrastructure.

    Prior Experience:

    United Nations Building

    Education & Accreditations:

    University of Tirana, Electrical Engineering

  • Aimée L. GirardReporting Analyst

    Aimée L. GirardReporting Analyst  |  Joined in 2014

    Aimée Girard is a member of Abbott’s operations team which is responsible for the firm’s fund investment recordkeeping activities, separate account reporting and the calculation of various performance analytics.

    Prior Experience:

    Paul Capital Advisors
    Soho House New York
    Cynthia Wade Productions
    Shanghai Jazz English Training Institute

    Education & Accreditations:

    Smith College, B.A. in French Language & Literature, cum laude

     

  • Xinhua (Catlynn) MaiOperations Analyst

    Xinhua (Catlynn) MaiOperations Analyst  |  Joined in 2016

    Xinhua (Catlynn) Mai is a member of Abbott’s operations team which is responsible for the firm’s fund investment recordkeeping activities, separate account reporting and the calculation of various performance analytics.

    Prior Experience:

    Disabled Veteran National Foundation
    Bank of China

    Education & Accreditations:

    University of Maryland, M.S. in Accounting

  • Mengfei (Olivia) YinOperations Analyst

    Mengfei (Olivia) YinOperations Analyst  |  Joined in 2016

    Mengfei (Olivia) Yin is a member of Abbott’s operations team, which is responsible for the firm’s fund investment recordkeeping activities, separate account reporting and the calculation of various performance analytics.

    Prior Experience:

    Markit
    OpenLink Financial
    Bank of China

    Education & Accreditations:

    State University of New York at Binghamton, B.S. in Financial Economics & German Studies
    St. John’s University, M.S. in Accounting

  • Karen HagerChief Compliance Officer

    Karen HagerChief Compliance Officer  |  Joined in 2014

    Karen Hager has more than 23 years of compliance experience and is responsible for Abbott’s compliance programs.

    Prior Experience:

    The Permal Group
    Dominick & Dominick Advisors LLC
    US Securities and Exchange Commission

    Education & Accreditations:

    Brooklyn College of the City University of New York, B.S. in Accounting

     

  • Chris CampbellParalegal

    Chris CampbellParalegal  |  Joined in 2017

    Chris Campbell supports Abbott Capital’s legal and compliance activities, including the coordination of the fund closing process and the performance of compliance testing.

    Prior Experience:

    Grosvenor Capital Management
    Credit Suisse Asset Management
    Willkie Farr & Gallagher LLP

    Education & Accreditations:

    City College of the City University of New York

  • Wanda BerdeciaSenior Executive Assistant

    Wanda BerdeciaSenior Executive Assistant  |  Joined in 2000

    Wanda Berdecia provides comprehensive administrative support to Abbott’s investment team, with a focus on scheduling and coordinating travel, meetings, and production of related materials.

    Prior Experience:

    Prudential Equity Investors
    JP Morgan (LBO/M&A Group)

  • Lourdes AlgarinExecutive Assistant

    Lourdes AlgarinExecutive Assistant  |  Joined in 2007

    Lourdes Algarin provides comprehensive administrative support to Abbott’s investment team, with a focus on scheduling and coordinating travel, meetings, and production of related materials.

    Prior Experience:

    Rubinstein & Rubenstein
    Unique Securities

  • Sandi LandauExecutive Assistant

    Sandi LandauExecutive Assistant  |  Joined in 2014

    Sandi Landau provides comprehensive administrative support to Abbott’s client- and prospect-facing team, with a focus on scheduling and coordinating travel, meetings, and production of related materials.

    Prior Experience:

    Needham & Company
    JP Morgan
    AXA
    Bregal Investments

    Education & Accreditations:

    Pace University, B.B.A.
    Notary Public

  • Paula Harris-HonoreExecutive Assistant

    Paula Harris-HonoreExecutive Assistant  |  Joined in 2015

    Paula Harris-Honore provides comprehensive administrative support to Abbott’s operations and fund accounting teams.

    Prior Experience:

    PNC Bank
    MUFG/ Union Bank

  • Justin SmithAdministrative Assistant

    Justin SmithAdministrative Assistant  |  Joined in 2015

    Justin Smith provides comprehensive administrative support to Abbott’s investment and investment operations teams.

    Prior Experience:

    Kova Textiles, LLC
    Windowrama, Inc.
    The Boston Conservatory of Music

    Education & Accreditations:

    Ashford University, BA in Finance (In Process)

  • Valentina FleerOffice Assistant

    Valentina FleerOffice Assistant  |  Joined in 2015

    Valentina Fleer handles Abbott’s day-to-day administrative activities and supports general office functions.

    Prior Experience:

    Los Angeles Opera
    Colbert Artists Management
    Great Neck Music Conservatory
    Barnard College Office of Residential Life

    Education & Accreditations:

    Barnard College, Columbia University, B.A. in Music – Cum Laude
    Manhattan School of Music, M.M. in Vocal Performance

  • Jane CogliandroReceptionist

    Jane CogliandroReceptionist  |  Joined in 2010

    Jane Cogliandro is responsible for handling front office reception and administration duties.

    Prior Experience:

    Chase Manhattan Bank
    Barclays Bank, PLC
    Bankers Trust/Deutsche Bank
    Clark & Weinstock
    Robeco Investment Management

    Education & Accreditations:

    Connecticut College, BA in Urban Studies