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.

  • Leonard C. PangburnManaging Director, Co-President

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    Leonard C. PangburnManaging Director, Co-President  |  Joined in 2005

    Mr. Pangburn 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

  • Jonathan D. RothManaging Director, Co-President

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    Jonathan D. RothManaging Director, Co-President  |  Joined in 1992

    Mr. Roth 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. 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 Bank

    Education & Accreditations:

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

  • Mary T. HornbyManaging Director, General Counsel

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    Mary T. HornbyManaging Director, General Counsel  |  Joined in 2004

    Ms. Hornby 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 2004, 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

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    Jobst KlemmeManaging Director  |  Joined in 2015

    Mr. Klemme reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments. Mr. Klemme also serves on several partnership advisory boards. 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. Prior to joining Abbott in 2015, Mr. Klemme worked for Bethmann Bank AG as Director in its Private Equity Solutions group and Credit Suisse as Vice President, also in its Private Equity Solutions group. Mr. Klemme received his B.A. in Business Administration from Georg-August University Goettingen and his M.A. in Management from ESCP-EAP European School of Management.

    Prior Experience:

    Bethmann Bank
    Credit Suisse
    Equity Partners
    CEA Capital Partners
    Deutsche Bank

    Education & Accreditations:

    ESCP-EAP European School of Management, M.A. in Management

  • Young LeeManaging Director

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    Young LeeManaging Director  |  Joined in 2007

    Mr. Lee 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 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, Chief Administrative Officer

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    Lauren M. MasseyManaging Director, Chief Administrative Officer  |  Joined in 1995

    Ms. Massey oversees the firm’s 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

  • Paolo ParzialeManaging Director, Chief Financial Officer

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    Paolo ParzialeManaging Director, Chief Financial Officer  |  Joined in 2002

    Mr. Parziale oversees the financial accounting and administration of all fund 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 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 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. Mr. Smith also serves on several partnership advisory boards. 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

  • Kathryn J. StokelSenior Advisor

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    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

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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 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

  • 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

  • Jonathan TubianaPrincipal

    Jonathan TubianaPrincipal  |  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

  • Wolf WittPrincipal

    Wolf WittPrincipal  |  Joined in 2018

    Mr. Witt reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments, with a particular focus on secondary transactions. 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

  • 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 Partners

    Education & Accreditations: 

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

  • 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. Mr. Turck operates out of Abbott’s subsidiary in London, Abbott Capital (Europe), Ltd. Abbott Capital (Europe), Ltd., is authorized and regulated by the UK Financial Conduct Authority 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

     

  • Declan FeeleySenior Associate

    Declan FeeleySenior Associate  |  Joined in 2017

    Mr. Feeley reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments, with a particular focus on secondary investments. Before joining Abbott, Mr. Feeley worked at Maltese Capital. 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

  • Taylor McGinnisAssociate

    Taylor McGinnisAssociate  |  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 C.P.A. 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

  • William CrenshawAssociate

    William CrenshawAssociate  |  Joined in 2022

    Mr. Crenshaw reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments. Before joining Abbott, Mr. Crenshaw worked as an Analyst at LGT Capital Partners. Mr. Crenshaw received his B.A. in Public Policy Studies from the University of Chicago.

    Prior Experience:

    LGT Capital Partners

    Education and Accreditations:

    University of Chicago, B.A. in Public Policy Studies

  • Amy CaporaleAssociate

    Amy CaporaleAssociate  |  Joined in 2022

    Ms. Caporale reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments. Before joining Abbott, Ms. Caporale worked as a Primary Due Diligence Analyst at Portfolio Advisors. Ms. Caporale received her B.S. in Business Administration with a Major in Management for Sustainability from Bucknell University.

    Prior Experience:

    Portfolio Advisors

    Education and Accreditations:

    Bucknell University, B.S. in Business Administration

  • Alexis MaidaAssociate

    Alexis MaidaAssociate  |  Joined in 2022

    Ms. Maida reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments, with a particular focus on secondary investments. Before joining Abbott, Ms. Maida worked in Private Equity Portfolio Management, Valuations and Analysis at The Blackstone Group. Ms. Maida received her B.S. in Business and Economics with a Major in Finance and Business Information Systems from Lehigh University.

    Prior Experience:

    The Blackstone Group

    Education & Accreditations:

    Lehigh University, B.S. in Business and Economics

  • 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

     

  • Luis DelgadoInvestment Analyst

    Luis DelgadoInvestment Analyst  |  Joined in 2022

    Mr. Delgado reviews investment opportunities with specific emphasis on analysis and due diligence for prospective investments. Before joining Abbott, Mr. Delgado worked as a Senior Investment Analyst at Mercer.  Mr. Delgado received his B.A. in Medical Humanities from The University of Texas at San Antonio and his M.S. in Management from University of Notre Dame.

    Prior Experience:

    Mercer

    Education & Accreditations:

    The University of Texas at San Antonio, B.A. in Medical Humanities
    The University of Notre Dame, M.S. in Management

  • Jeremiah YondahInvestment Analyst

    Jeremiah YondahInvestment Analyst  |  Joined in 2019

    Mr. Yondah reviews investment opportunities with specific emphasis on analysis due diligence for prospective investments. Before joining the investment team in 2022, Mr. Yondah worked on Abbott’s operations team for three years. Prior to joining Abbott in 2018, Mr. Yondah worked as an Accounting Assistant at SLS Construction LTD. Mr. Yondah received his B.S. in Accounting from Ohio Valley University.

    Prior Experience:

    SLS Construction LTD

    Education & Accreditations:

    Ohio Valley University, B.S. in Accounting

  • Valentine WhittakerVice President, Business Development

    Valentine WhittakerVice President, Business Development

    Mr. Whittaker assists in business development and client relations. 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. Mr. Whittaker received his B.S. in Management from SUNY Old Westbury.

    Prior Experience:

    Schroder Adveq
    Capital Dynamics
    Brookfield Asset Management
    JPMorgan Asset Management
    Vontobel Asset Management

    Education & Accreditations:

    SUNY Old Westbury, B.S. Management

  • Samantha L. HewittDirector, Client Relations

    Samantha L. HewittDirector, Client Relations  |  Joined in 2008

    Ms. Hewitt is primarily responsible for overseeing Abbott’s client relations efforts. Previously, Ms. Hewitt managed Abbott’s firm level performance analytics and reporting after initially having worked on Abbott’s client relations team for six years. Prior to joining Abbott Capital in 2008, Ms. Hewitt worked at Invesco Private Capital and Bloomberg. Ms. Hewitt received her B.A. in Economics from Rutgers University.

    Prior Experience:

    Invesco Private Capital
    Bloomberg

    Education & Accreditations:

    Rutgers University, B.A. in Economics

  • Sean LongDirector, Marketing and Client Solutions

    Sean LongDirector, Marketing and Client Solutions  |  Joined in 2022

    Mr. Long leads Abbott’s marketing and fundraising efforts and assists clients on the development of their private equity programs. Prior to re-joining Abbott in 2022, Mr. Long was Head of Business Development at Camden Partners, a lower-middle market growth equity firm, where he oversaw strategic development of the firm’s institutional client business and product offerings.  At Abbott, Mr. Long was Vice President, Client Relations where he assisted in all marketing, client services, and business development activities.  Prior to joining Abbott in 2017, Mr. Long worked at The Permal Group, Southport Harbor Associates and the Kellogg Capital Group. Sean received his B.A. in English from the University of San Diego.

    Prior Experience:

    Camden Partners
    The Permal Group
    Southport Harbor Associates
    Kellogg Capital Group

    Education & Accreditations:

    University of San Diego, B.A. in English

  • Kenneth BrillAssociate

    Kenneth BrillAssociate  |  Joined in 2022

    Kenneth Brill supports Abbott Capital’s client relations 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:

    Preqin

    Education & Accreditations:

    Syracuse University, B.A. in International Relations

  • Sylwia ZdziechAnalyst

    Sylwia ZdziechAnalyst  |  Joined in 2022

    Sylwia Zdziech supports Abbott Capital’s client relations 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:

    TD Bank
    Compass, Inc.

    Education and Accreditations:

    Baruch College, Zicklin School of Business, B.B.A. in Finance

  • Jane LynchAnalyst

    Jane LynchAnalyst  |  Joined in 2022

    Jane Lynch supports Abbott Capital’s client relations 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:

    OMD USA

    Education and Accreditations:

    Michigan State University, B.S. in Human Biology

  • 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 KafrawiSenior Manager - Fund Administration

    Putri KafrawiSenior Manager - 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

  • Jordana RutmanSenior Fund Accountant

    Jordana RutmanSenior Fund 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

  • Javel DawkinsFund Accountant

    Javel DawkinsFund Accountant  |  Joined in 2022

    Mr. Dawkins is responsible for the day-to-day administration for several Abbott Capital Funds which includes recordkeeping activities, preparation of financial reports and calculation of fund level performance metrics.

    Prior Experience:

    Gen II Fund Services, LLC

    Education & Accreditations:

    Georgian Court University, B.A. in Accounting

  • Stanford LwinFund Accountant

    Stanford LwinFund Accountant  |  Joined in 2022

    Mr. Lwin is responsible for the day-to-day administration for several Abbott Capital Funds which includes recordkeeping activities, preparation of financial reports and calculation of fund level performance metrics.

    Prior Experience:

    Gen II Fund Services
    EY

    Education & Accreditations:

    Fordham University, B.S. in Finance
    Baruch College, M.S. in Accounting

     

  • Nino KiknadzeFund Accountant

    Nino KiknadzeFund Accountant  |  Joined in 2022

    Ms. Kiknadze is responsible for the day-to-day administration for several Abbott Capital Funds which includes recordkeeping activities, preparation of financial reports and calculation of fund level performance metrics.

    Prior Experience:

    Gen II Fund Services, LLC

    Education & Accreditations:

    Baruch College, Zicklin School of Business, B.B.A. in Accounting

  • 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 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 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

  • 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 Group

    Education & 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 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.

  • Brian BirdsellAssociate

    Brian BirdsellAssociate  |  Joined in 2019

    Brian Birdsell is a member of Abbott’s operations team which is responsible for Abbott Capital’s performance analytics and reporting, working in coordination with the firm’s client relations, fund accounting, and investment teams.

    Prior Experience:

    Rockit Solutions, LLC

    Education & Accreditations:

    Western Connecticut State University, B.A. in Management

  • Alisha RogowskiCorporate Accountant

    Alisha RogowskiCorporate Accountant  |  Joined in 2022

    Alisha Rogowski is responsible for the preparation of the corporate accounting books and records of Abbott Capital Management, LLC and several General Partner entities.

    Prior Experience:

    Taconic Investment Partners
    Colony Capital

    Education & Accreditations:

    Brooklyn College, B.A. in Accounting

  • Julia SaffayeStaff Accountant

    Julia SaffayeStaff Accountant  |  Joined in 2022

    Ms. Saffaye assists in the preparation of the corporate accounting books and records of Abbott Capital Management, LLC and several General Partner entities, in addition to assisting with human resources administration.

    Prior Experience:

    Clayton Associates

    Education & Accreditations:

    Rowan University, B.S. in Accounting
    Rowan University, CUGS, in Arabic

  • 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 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.

  • Nil PatelAssociate

    Nil PatelAssociate  |  Joined in 2022

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

    Prior Experience:

    OceanFirst Bank
    WithumSmith+Brown
    Bristol-Myers Squibb
    KPMG

    Education & Accreditations:

    Rutgers University, B.A. in Economics
    Rutgers University, MBA in Professional Accounting

  • Dmitriy DrozdovskiyAssociate

    Dmitriy DrozdovskiyAssociate  |  Joined in 2022

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

    Prior Experience:

    Morgan Stanley

    Education & Accreditations:

    Baruch College, B.B.A. in Finance

  • Lucy HuSenior Analyst

    Lucy HuSenior Analyst  |  Joined in 2022

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

    Prior Experience:

    Atrato Advisors
    Lisa Management

    Education & Accreditations:

    Baruch College, B.B.A. in Economics, Minor in Math

  • Jacob SolmanAnalyst

    Jacob SolmanAnalyst  |  Joined in 2022

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

    Prior Experience:

    Barclays Investment Bank

    Education & Accreditations:

    Tulane University, B.S.M. in Finance

  • Jordan KleinwormAnalyst

    Jordan KleinwormAnalyst  |  Joined in 2022

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

    Prior Experience:

    J.P. Morgan Chase

    Education & Accreditations:

    Hofstra University, B.B.A. in Business Analytics and Information Systems
    Hofstra University, M.S. in Business Analytics 

  • Alex AbayevJunior Analyst

    Alex AbayevJunior Analyst  |  Joined in 2022

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

    Education & Accreditations:

    Queens College, B.A. in Accounting

  • 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 investment recordkeeping activities, separate account reporting and the calculation of various performance analytics.

    Prior Experience:

    Manufacturers Hanover Investment Corporation

  • 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