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.

  • Jonathan D. RothManaging Director, President

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    Jonathan D. RothManaging Director, President  |  Joined in 1992

    Mr. Roth has 27 years of private equity investment experience and is responsible for the overall management of the firm.  He also works closely with clients to develop and implement private equity investment programs.  Mr. Roth reviews investment opportunities, with specific emphasis on the 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.  Mr. Roth also serves on several partnership advisory boards.  Prior to joining Abbott in 1992, Mr. Roth was an Associate at Elmrock Partners and a Financial Analyst with Amoco Corporation.  Prior to obtaining his M.B.A., he worked for Chemical Bank as a corporate lending officer.  Mr. Roth received his A.B. in Economics from Cornell University and his M.B.A. from The Fuqua School of Business at Duke University.

    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.

  • Kathryn J. StokelManaging Director, Chief Operating Officer

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

    Ms. Stokel has 33 years of private equity investment experience and oversees the firm’s internal operations and human resource activities.  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. Stokel also serves on several partnership advisory boards.  Prior to joining Abbott in 1998, Ms. Stokel was a Portfolio Manager of a $3.5 billion private equity portfolio at General Motors Investment Management Corporation.  Ms. Stokel received her B.S. in Mathematics from the University of Michigan, her M.B.A. in Finance from The Wharton School at the University of Pennsylvania and is a CFA® charterholder.

    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

  • Mary T. HornbyManaging Director, General Counsel

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

    Ms. Hornby has 22 years of experience in private equity matters and assists the investment team in the review, legal analysis and negotiation of underlying fund investments and directs all legal aspects relating to the formation and maintenance of Abbott’s pooled investment funds.  In addition, Ms. Hornby assists in the legal aspects of daily operations, including client relationships and contracts, regulatory compliance and internal corporate structuring matters.  Prior to joining Abbott in 2005, Ms. Hornby was Counsel and a member of the Private Equity Group at Testa, Hurwitz & Thibeault, LLP, representing investment advisers, funds of funds, public pension plans and other limited partner investors, as well as general partner groups, in all aspects of private equity fund formation.  Ms. Hornby received her B.A., magna cum laude, from Boston College and her J.D. from Boston College Law School.  She is a member of the Bar of the Commonwealth of Massachusetts.

    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

    Mr. Lee has 14 years of private equity investment experience.  He 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. Mr. Lee also serves on several partnership advisory boards. Prior to joining Abbott in 2007, Mr. Lee was an associate at The Henry J. Kaiser Family Foundation in Menlo Park, sourcing and leading due diligence on prospective private equity and hedge fund investments.  Mr. Lee also worked as a product manager in the Online Business Services Division at Silicon Valley Bank and co-founded a company that matched university-based start-ups with angel investors.  Mr. Lee received his B.A. in Economics from Stanford University, his M.B.A. from Columbia University and is a CFA® charterholder.

    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

    Mr. Maloney has 18 years of private equity investment experience.  He 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.  Mr. Maloney also serves on several partnership advisory boards. Prior to joining Abbott in 2004, Mr. Maloney was an associate at Frye-Louis Capital Management in Chicago, working on screening and due diligence for venture capital, buyouts and special situations partnerships.  Mr. Maloney also worked as a senior analyst at General American Transportation Corporation and at Hewitt Associates as a pension consultant.  Mr. Maloney received his B.S. in Accounting from DePaul University, his M.B.A. in Finance from New York University and his C.P.A. from the State of Illinois.

    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

    Ms. Massey has 27 years of private equity experience. She oversees the firm’s fund investment recordkeeping activities, separate account reporting and the calculation of various performance analytics.  Prior to joining Abbott in 1995, Ms. Massey was an Audit Manager in the Financial Services Division of Ernst & Young, where she had an asset management industry focus and was responsible for audit planning and management.  Ms. Massey received her B.S. in Accounting from the State University of New York at Binghamton, her M.B.A. in Finance and Marketing from New York University and her C.P.A. from the State of New York.

    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

    Mr. Pangburn has 14 years of private equity investment experience.  He 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. Mr. Pangburn also serves on several partnership advisory boards. Prior to joining Abbott Capital in 2005, Mr. Pangburn was a supervisor of global operations at International Fund Services in New York, where he managed and reconciled all aspects of the global security database.  Mr. Pangburn received his B.S. in Finance from Bentley University and his M.B.A. from New York University.

    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

    Mr. Parziale has 19 years of private equity experience.  He oversees the financial accounting and administration of all fund of funds products, including the preparation of all fund financial reports and tax filings as well as Abbott’s corporate accounting function.  Prior to joining Abbott in 2002, Mr. Parziale was an Audit Senior at Ernst & Young, where he worked on audits of investment management firms and various types of commingled funds.  Mr. Parziale received his B.S. in Accounting from St. John’s University, his M.B.A. in Finance from New York University and his C.P.A. from the State of New York.

    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 18 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.  Ms. Rerisi received her B.S. in Applied Economics and Business Management from Cornell University and her M.B.A. from The Fuqua School of Business at Duke University.

    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.

  • Matthew M. SmithManaging Director

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    Matthew M. SmithManaging Director  |  Joined in 2000

    Mr. Smith has 18 years of private equity investment experience. He is responsible for reviewing 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.  Mr. Smith, as Abbott’s ESG Officer, is responsible for building upon the strong foundation Abbott has set in adopting the UN Principles for Responsible Investment and integrating ESG considerations into Abbott’s investment process. In addition, Mr. Smith oversees the operations of Abbott Capital (Europe), Ltd, Abbott’s subsidiary which is authorized and regulated by the UK Financial Conduct Authority and located in London.  Prior to joining Abbott in 2000, he was a financial examiner at the Federal Reserve Bank of New York.  He also worked for First Trust Washington and Bank of America as a trust officer. Mr. Smith received his A.B. in History and his M.B.A. in Finance from Georgetown University.

    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

  • Charles H. van HorneSenior Advisor

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    Charles H. van HorneSenior Advisor  |  Joined in 2001

    Charlie van Horne serves as a senior advisor to Abbott Capital. Prior to his retirement as a managing director, Charles communicated with clients regarding the firm’s investment practices and provided assistance to investors in the development of their private equity strategies.

    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.  Prior to his retirement, Ray 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/Consultant

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    B. Martha CassidyDirector/Consultant  |  Joined in 2013

    Ms. Cassidy has 34 years of private equity investment experience and operates as a consultant to the Investment Team, primarily focused on the firm’s sourcing, due diligence, and negotiations associated with secondary investments. Prior to joining Abbott in 2013, Ms. Cassidy was a Managing Director at Capital Dynamics, Inc. where she developed and managed the firm’s secondary business. She also worked at Overture Capital Partners, Madison Investment Partners, Chemical Venture Partners, and Bankers Trust and gained operating experience at two private equity backed middle market manufacturing companies. Ms. Cassidy received her B.A. in French and Political Science from Wellesley College cum laude and her M.B.A. in Finance and Marketing from The Wharton School at the University of Pennsylvania.

    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

    Mr. Klemme has 20 years of private equity investment experience. He reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Mr. Klemme manages Abbott Capital (Europe), Ltd, Abbott’s subsidiary which is authorized and regulated by the UK Financial Conduct Authority and located in London. Mr. Klemme worked for Bethmann Bank AG as Director in its Private Equity Solutions group.  Prior to working at Bethmann Bank, he worked at Credit Suisse as Vice President, also in its Private Equity Solutions group. Mr. Klemme received his M.B.A from ESCP Europe and his Bachelors of Arts in Business Administration from Georg-August University Goettingen.

    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 BenzaPrincipal

    Jennie BenzaPrincipal  |  Joined in 2016

    Jennie 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, secondary and co-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 (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

  • Wolf WittVice President

    Wolf WittVice President  |  Joined in 2018

    Mr. Witt reviews investment opportunities, conducting analysis and due diligence for prospective investments. He is primarily focused on the sourcing, due diligence, and negotiations of secondary transactions. Mr. Witt’s perspective is shaped by his background sourcing and executing secondary transactions and co-investments in the U.S. and Europe. Prior to joining Abbott in 2018, Mr. Witt was a Director at Zurich Alternative Asset Management (“ZAAM”), the in-house unit managing the alternative investments of Zurich Insurance Group. At ZAAM, Mr. Witt was part of the global private equity team responsible for primary fund investments, co-investments, and secondary investments. Prior to that, Mr. Witt worked at the economic consulting unit of Oliver Wyman (NERA) in the Frankfurt and New York offices. Mr. Witt received his M.A. from the University of St. Gallen (Switzerland). He also studied at HEC Business School (France) and received his M.S. from the CEMS program. Mr. Witt is a CFA charterholder.

    Prior Experience:

    Zurich Alternative Asset Management, LLC, Director
    NERA Economic Consulting (Oliver Wyman), Consultant

    Education and Accreditations:

    University of St. Gallen, M.A. in Finance (Swiss lic. oec.)
    CEMS, M.S. in International Management
    CFA charterholder

  • Lance ZhouVice President

    Lance ZhouVice President  |  Joined in 2019

    Mr. Zhou reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Prior to joining Abbott Capital, Mr. Zhou worked as an Investment Director in the private equity division of Schroder Adveq where he was involved in primary fund investments, secondary fund/asset purchases, and direct co-investments. Mr. Zhou received a Bachelor of Science in Business Administration with a concentration in Finance and Marketing from SUNY Geneseo and his M.B.A. from Columbia University.

    Prior Experience:

    Schroder Adveq

    Education & Accreditations:

    SUNY Geneseo, Bachelor of Science in Business Administration

    Columbia University, M.B.A.

    CAIA Charterholder

     

  • Jonathan TubianaSenior Investment Associate

    Jonathan TubianaSenior Investment Associate  |  Joined in 2009

    Mr. Tubiana reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Prior to joining Abbott Capital in 2009, Mr. Tubiana was an Associate in the European investment team of Altius Associates where he was involved in European due diligence, portfolio analysis, and research activities.  Mr. Tubiana received a Master of Science in Management from Grenoble Ecole de Management (France) and his M.B.A. from New York University.

    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

    Mr. Turck reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Before joining the investment team in 2017, Mr. Turck was a Senior Associate on the Global Investment Team of Pavilion Alternatives, where he was responsible for evaluating and reviewing private equity managers across the EMEA region, and particularly in  Western and Northern Europe.  Mr. Turck received his M.S. in Accounting and Finance from Kings College London and his B.A. in Management Studies with French from the University of Nottingham.

    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

     

  • Arianna MerrillSenior Investment Associate

    Arianna MerrillSenior Investment Associate  |  Joined in 2018

    Ms. Merrill reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Prior to joining Abbott Capital in 2018, Ms. Merrill worked at Partners Group where she made investments in private equity funds as well as co-investments and Top Tier Capital Partners where she focused on investing in venture capital funds. Ms. Merrill received her B.A. in Economics and Political Science from Connecticut College and her M.B.A. from Cornell University.

    Prior Experience: 

    Partners Group
    Top Tier Capital Partners

    Education & Accreditations: 

    Connecticut College, B.A. Economics and Political Science
    Cornell University, M.B.A.

  • Brian W. SusetkaSenior Investment Associate

    Brian W. SusetkaSenior Investment Associate  |  Joined in 2010

    Mr. Susetka reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Before joining the investment team in 2014, Mr. Susetka worked on Abbott’s operations team for three years.  Prior to joining Abbott Capital in 2010, Mr. Susetka worked in financial reporting at AllianceBernstein, where he assisted with the creation and development of custom client reports.  Mr. Susetka received his B.S. in Business from the Kelley School of Business at Indiana University.

    Prior Experience:

    AllianceBernstein L.P.

    Education & Accreditations:

    Indiana University, B.S. in Business

  • Declan FeeleySenior Investment Analyst

    Declan FeeleySenior Investment Analyst  |  Joined in 2017

    Mr. Feeley reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments. Before joining the investment team in 2017, Mr. Feeley was a Hedge Fund Summer Analyst at Maltese Capital Management. Mr. Feeley received his B.B.A. in Finance from the University of Notre Dame.

    Prior Experience:

    Maltese Capital Management

    Education & Accreditations:

    University of Notre Dame, B.B.A. in Finance

  • Daniel D. BrownInvestment Analyst

    Daniel D. BrownInvestment Analyst  |  Joined in 2014

    Mr. 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 to joining Abbott Capital in 2014, Mr. Brown worked at Axelrod Energy Projects LLC.  Mr. Brown received his B.B.A. in Finance from Baruch College.

    Prior Experience:

    Axelrod Energy Projects LLC
    Euromoney Institutional Investor
    JP Morgan Chase

    Education & Accreditations:

    Baruch College, B.B.A. in Finance

  • Taylor McGinnisInvestment Analyst

    Taylor McGinnisInvestment Analyst  |  Joined in 2019

    Ms. McGinnis reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments.  Before joining Abbott, Ms. McGinnis worked as an Assurance Associate at PricewaterhouseCoopers. Ms. McGinnis received her M.F.M. in Financial Management and her B.B.A. in Accounting and Business from Texas A&M University.

    Prior Experience:

    PricewaterhouseCoopers

    Education & Accreditations:

    Texas A&M University, M.F.M. in Financial Management; B.B.A. in Accounting and Business

  • Ryan GreenDirector, Business Development

    Ryan GreenDirector, Business Development  |  Joined in 2017

    Mr. Green assists in all marketing, client services and business development activities. Prior to joining Abbot Capital in 2017, Mr. Green was a Director at LGT Capital Partners, working closely with institutions, consultants, family offices and distribution partners.  Mr. Green held a similar role as a member of the institutional sales team at Commonfund and during his tenure at Seasons Capital Management.  Before joining Seasons Capital, Mr. Green was a Vice President within the institutional sales desk at DoubleRock.   Mr. Green was the co-founder to TrainerLink Inc., a technology start-up and received his B.S. from Rutgers University.

    Prior Experience:

    LGT Capital Partners
    Commonfund
    Seasons Capital Management
    DoubleRock
    TrainerLink Inc.

    Education & Accreditations:

    Rutgers University, B.S.

  • Daniel R. KettnerVice President, Consultant Relations

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

    Mr. Kettner assists in all marketing, client services and business development activities.  Prior to joining Abbott Capital in 2015, Mr. Kettner  was a Vice President at Neuberger Berman, focusing on relationship management with investment consultants. Mr. Kettner previously was a member of the sales team at Aviva Investors North America, and worked at Credit Suisse Asset Management in various capacities. Mr. Kettner received his B.A. in English Literature from Hamilton College and his M.B.A. in Finance from New York University.

    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, Client Relations

    Sean LongVice President, Client Relations  |  Joined in 2017

    Mr. Long assists in all marketing, client services and business development activities.  Prior to joining Abbott Capital in 2017, Mr. Long was a Senior Vice President at EnTrustPermal (formerly of The Permal Group), responsible for managing global relationships with both current and prospective investors, distributors, and large institutions.  Mr. Long previously worked at Southport Harbor Associates, Coleman Research Group, and the Kellogg Capital Group where he assisted in researching and evaluating investment opportunities.  Mr. Long received his B.A. in English from the University of San Diego.

    Prior Experience:

    The Permal Group
    Southport Harbor Associates
    Kellogg Capital Group

    Education & Accreditations:

    University of San Diego, B.A. in English

  • Kristin KunertSenior Associate

    Kristin KunertSenior Associate  |  Joined in 2017

    Kristin Kunert 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:

    Wilshire Private Markets

    Education & Accreditations:

    State University of New York at Buffalo, BA English Literature
    University of Pittsburgh, MA English Literature
    Cornell University, M.B.A.

  • Dillon BoothAnalyst

    Dillon BoothAnalyst  |  Joined in 2017

    Dillon Booth 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:

    EnTrustPermal

    Education & Accreditations:

    Denison University, B.A. in Communications and Political Science

  • Chérie St. ArnauldAnalyst

     


    Chérie St. ArnauldAnalyst  |  Joined in 2018

    Chérie St. Arnauld 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:

    Saint Arnauld Consulting L.L.C.

    Education and Accreditations:

    University of Connecticut, B.S. in Financial Management

  • Brianna MillerAnalyst

    Brianna MillerAnalyst  |  Joined in 2019

    Brianna Miller 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:

    Quinn Emanuel Urquhart & Sullivan, LLP.

    Education and Accreditations:

    University of Richmond, B.S. in Environmental Studies, B.A. in Political Science, Philosophy, Economics and Law

  • 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.

    Prior Experience:

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

    Education & Accreditations:

    Thomas Edison State College, B.S.

  • 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

  • Putri KafrawiManager - Fund Administration

    Putri KafrawiManager - Fund Administration  |  Joined in 2019

    Putri is responsible for the day-to-day management of Abbott Capital’s fund accounting activities. Putri 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:

    Ernst & Young

    Education & Accreditations:

    University of Illinois at Urbana – Champaign, B.S. in Accounting; B.S. in Finance

  • Mila SuleySenior Fund Accountant

    Mila SuleySenior Fund 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

  • Vikram AlladaFund Accountant

    Vikram AlladaFund Accountant  |  Joined in 2018

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

    Prior Experience:

    Anchin Block and Anchin

    Education & Accreditations:

    Lehigh University, B.S. in Accounting

  • Jordana RutmanStaff Accountant

    Jordana RutmanStaff Accountant  |  Joined in 2017

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

    Education & Accreditations:

    Touro College, B.S. in Accounting

  • Monique HortonDeputy Chief Compliance Officer

    Monique HortonDeputy Chief Compliance Officer  |  Joined in 2019

    Monique Horton is responsible for the day to day oversight of the compliance program. As a senior compliance professional, Ms. Horton is responsible for maintaining compliance policies and procedures in accordance with relevant laws and regulations and monitoring the firm’s adherence to its policies and procedures. Ms. Horton is also responsible for enforcing Abbott’s compliance policies, including its Code of Ethics, as well as responding to any compliance issues that may arise during Abbott’s day-to-day business activities.

    Prior Experience:

    Invesco Private Capital, Inc.

    ACA Compliance Group

    Royalty Pharma

    Education and Accreditations:

    Cornell University, B.A. in Government

  • Joseph C. JulianoDirector, Operations

    Joseph C. JulianoDirector, 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:

    Investec Ernst & Company

    Education & Accreditations:

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

  • 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. LagnadoDirector, Corporate Operations

    Jennifer T. LagnadoDirector, Corporate Operations  |  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.

    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.

  • 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.

  • Jake BleiweissOperations Analyst

    Jake BleiweissOperations Analyst  |  Joined in 2018

    Jake Bleiweiss 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:

    Morgan Stanley

    Education & Accreditations:

    University of Michigan, B.S. in Economics

  • Brian BirdsellOperations Analyst

    Brian BirdsellOperations Analyst  |  Joined in 2019

    Brian Birdsell 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:

    Rockit Solutions, LLC

    Education & Accreditations:

    Western Connecticut State University, B.A. in Management

  • Jeremiah YondahJunior Operations Analyst

    Jeremiah YondahJunior Operations Analyst  |  Joined in 2018

    Jeremiah Yondah 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:

    SLS Construction LTD

    Education & Accreditations:

    Ohio Valley University, B.S. in Accounting

  • 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

     

  • 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

  • Harriet Markham-JonesFile Administrator

    Harriet Markham-JonesFile Administrator  |  Joined in 2017

    Harriet Markham-Jones provides comprehensive administrative support to Abbott’s operations and fund accounting teams.

    Prior Experience:

    Chadbourne & Parke Law Firm

    Education & Accreditations:

    Berkeley College, B.A. Health Care Management

  • 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

  • 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

  • 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