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.
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Jonathan D. RothManaging Director, President
Jonathan D. RothManaging Director, President | Joined in 1992
Mr. Roth has 28 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 the One Voice Finance and Investment Committee since 2021.
Prior Experience:
Elmrock Partners
Amoco Corporation
Chemical BankEducation & Accreditations:
Cornell University, A.B. in Economics
The Fuqua School of Business at Duke University, M.B.A. -
Mary T. HornbyManaging Director, General Counsel
Mary T. HornbyManaging Director, General Counsel | Joined in 2005
Ms. Hornby has 23 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 -
Jobst KlemmeManaging Director
Jobst KlemmeManaging Director | 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 BankEducation & Accreditations:
Georg-August University Goettingen, B.A. in Business Administration
ESCP Europe, Diplom-Kaufmann / Diplome de Grandes Ecoles de Gestion -
Young LeeManaging Director
Young LeeManaging Director | Joined in 2007
Mr. Lee has 15 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 BankEducation & Accreditations:
Stanford University, B.A. in Economics
Columbia University, M.B.A.
CFA Charterholder -
Timothy W. MaloneyManaging Director
Timothy W. MaloneyManaging Director | Joined in 2004
Mr. Maloney has 19 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 AssociatesEducation & Accreditations:
DePaul University, B.S. in Accounting
New York University, M.B.A. in Finance
CPA, State of Illinois -
Lauren M. MasseyManaging Director, Chief Administrative Officer
Lauren M. MasseyManaging Director, Chief Administrative Officer | Joined in 1995
Ms. Massey has 28 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
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, Chief Financial Officer
Paolo ParzialeManaging Director, Chief Financial Officer | Joined in 2002
Mr. Parziale has 20 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
Meredith L. RerisiManaging Director | Joined in 1998
Ms. Rerisi has 19 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
Matthew M. SmithManaging Director | Joined in 2000
Mr. Smith has 19 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. 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 AmericaEducation & Accreditations:
Georgetown University, A.B. in History
Georgetown University, M.B.A. in Finance -
Kathryn J. StokelSenior Advisor
Kathryn J. StokelSenior Advisor | Joined in 1998
Katie Stokel serves as a senior advisor to Abbott Capital. Prior to her retirement, Katie was a managing director and, as chief operating officer, was responsible for the firm’s internal operations and human resource activities. In addition, as a member of the investment team, she reviewed investment opportunities, providing analysis and due diligence for prospective investments, negotiated business and legal issues, and monitored investments.
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 HorneSenior Advisor
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 is a board member of the Art Students League of New York. He has also been a longstanding Director (and former President) 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
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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 CorporationEducation & Accreditations:
Queens College, B.A. in Economics
Columbia University, M.A. in Public Law and Government
New York University, M.B.A. in Finance -
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, AnalystEducation & Accreditations:
Harvard Business School, MBA
New York University Stern School of Business, B.S. Finance & Accounting -
Wolf WittPrincipal
Wolf WittPrincipal | 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), ConsultantEducation 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
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Jonathan TubianaVice President
Jonathan TubianaVice President | 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 TurckVice President
Moritz TurckVice President | 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.
CommerzbankEducation & Accreditations:
Kings College London, M.Sc. in Accounting, Accountability and Finance
University of Nottingham, B.A. in Management Studies with French -
Arianna MerrillVice President
Arianna MerrillVice President | 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 PartnersEducation & Accreditations:
Connecticut College, B.A. Economics and Political Science
Cornell University, M.B.A. -
Brian W. SusetkaVice President
Brian W. SusetkaVice President | 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
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Declan FeeleyInvestment Associate
Declan FeeleyInvestment Associate | 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
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Sean BaconInvestment Analyst
Sean BaconInvestment Analyst | Joined in 2019
Mr. Bacon reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments. Before joining Abbott, Mr. Bacon worked as an Analyst at Dyal Capital Partners. Mr. Bacon received his B.S. in Business Administration from Boston University – Questrom School of Business.
Prior Experience:
Dyal Capital Partners
Education & Accreditations:
Boston University – Questrom School of Business, B.S. in Business Administration
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Kathryn HolzerInvestment Analyst
Kathryn HolzerInvestment Analyst | Joined in 2021
Ms. Holzer reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments. Before joining Abbott, Ms. Holzer worked as an Investment Banking Summer Analyst at Raymond James. Ms. Holzer received her B.S. in Economics with Financial Applications from Southern Methodist University.
Prior Experience:
Raymond James
Education & Accreditations:
Southern Methodist University, B.S. in Economics with Financial Applications
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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, and her CPA from the state of Texas.
Prior Experience:
PricewaterhouseCoopers
Education & Accreditations:
Texas A&M University, M.F.M. in Financial Management; B.B.A. in Accounting and Business
CPA, State of Texas
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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 Abbott 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.
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Kristin KunertVice President
Kristin KunertVice President | 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, legal & compliance, 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. -
Valentine WhittakerVice President, Business Development
Valentine WhittakerVice President, Business Development
Mr. Whittaker assists in all marketing, client services, and business development activities. Prior to joining Abbott Capital in 2020, Mr. Whittaker was an Alternatives Director at Schroder Adveq, responsible for fundraising and institutional client service. Mr. Whittaker was a member of the sales team at Capital Dynamics and Brookfield Asset Management. He was a Communications Specialist at Vontobel Asset Management and started his career at JPMorgan Asset Management where he had a variety of investment management roles.
Prior Experience:
Schroder Adveq
Capital Dynamics
Brookfield Asset Management
JPMorgan Asset Management
Vontobel Asset Management
Education & Accreditations:
SUNY Old Westbury, B.S. Management
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Dillon BoothSenior Analyst
Dillon BoothSenior Analyst | 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, legal & compliance, 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
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Brianna MillerSenior Analyst
Brianna MillerSenior Analyst | 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, legal & compliance, 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
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Rebecca MooreAnalyst
Rebecca MooreAnalyst | Joined in 2020
Rebecca Moore supports Abbott Capital’s client service and business development activities. She works closely alongside the firm’s investment, fund accounting, legal & compliance, and operations teams to prepare a variety of communications, including client reports, consultant requests, and other materials.
Prior Experience:
Debevoise & Plimpton, LLP
Education and Accreditations:
Colby College, B.A. in History
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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 NetworksEducation & Accreditations:
Thomas Edison State College, B.S.
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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
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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
CPA, State of New York
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Irina AbayevSenior Fund Accountant
Irina AbayevSenior Fund 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
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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
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Jordana RutmanFund Accountant
Jordana RutmanFund 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
CPA, State of New York
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Joey ShimFund Accountant
Joey ShimFund Accountant | Joined in 2020
Joey Shim 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:
KPMG
Education & Accreditations:
University of Michigan, Stephen M. Ross School of Business, MA in Accounting
University of Michigan, College of Literature, Sciences, and the Arts, BA in Economic and Communication Studies
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Monique HortonChief Compliance Officer
Monique HortonChief Compliance Officer | Joined in 2019
Monique Horton is responsible for Abbott Capital’s compliance program.
Prior Experience:
Invesco Private Capital, Inc.
ACA Compliance Group
Royalty Pharma
Education and Accreditations:
Cornell University, B.A. in Government
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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 EconomicsEducation & Accreditations:
College of the Holy Cross, B.A. in Economics and Art History
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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 PullenEducation & 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. HewittSenior Manager
Samantha L. HewittSenior Manager | 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
BloombergEducation & Accreditations:
Rutgers University, B.A. in Economics
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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.
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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
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Lisa J. ChambersManager
Lisa J. ChambersManager | 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 GroupEducation & Accreditations:
Baruch College, B.A. in Mathematics
Baruch College, M.B.A. in Accounting
CPA, State of New York -
Elaine ZuletaSenior Associate
Elaine ZuletaSenior 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.
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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 AssociatesEducation & Accreditations:
Emory University, B.A.
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Aimée L. GirardSenior Analyst, Operations
Aimée L. GirardSenior Analyst, Operations | 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 InstituteEducation & Accreditations:
Smith College, B.A. in French Language & Literature, cum laude
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Brian BirdsellSenior Analyst
Brian BirdsellSenior 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
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James WoodAnalyst
James WoodAnalyst | Joined in 2021
James Wood 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:
Livian & Co.
Education & Accreditations:
Misericordia University, B.S. in Business Administration
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Jeremiah YondahAnalyst
Jeremiah YondahAnalyst | 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
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Vito PetittiJunior Analyst
Vito PetittiJunior Analyst | Joined in 2021
Vito Petitti 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:
Bloomberg LP
Education & Accreditations:
Rutgers University, B.S. in Environmental and Business Economics with a Minor in Statistics
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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
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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 LLPEducation & Accreditations:
City College of the City University of New York
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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
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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 LifeEducation & Accreditations:
Barnard College, Columbia University, B.A. in Music – Cum Laude
Manhattan School of Music, M.M. in Vocal Performance