Peter Formanek, CPA

Founder & Managing Partner

Peter has 30+ years experience advising fund managers, family offices and companies. He has been involved in over 300 transactions over the course of his career and is also involved in the private equity field providing deal origination, fundraising, operations and COO/CFO level expertise and guidance.  Prior to establishing Young America Capital, Peter co-founded a wealth-focused CPA and advisory firm. He began his career as a Financial Analyst with Spear, Leeds & Kellogg and Donaldson, Lufkin & Jenrette. Peter received his BS in Accounting, and an MBA in Finance from the University of Bridgeport.  FINRA licenses 7, 24, 28, 63, 79, 99.

Bill Marcus

Senior Managing Director

Bill has 30+ years experience in institutional sales management, global business development and alternative investments at Newedge, Bear Stearns, and DLJ. His focus was on early stage venture companies, family offices, foundations, and impact investments. Bill received his BS from Syracuse University School of Management, and attended Harvard Business School MBA program. FINRA licenses 3, 7, 24, 30, 63.

Jeffrey Gold

Managing Director, Investment Banking

Jeffrey has 30+ years investment banking experience in diverse industry sectors including publishing, media, food, beverage and health care. He founded and manages Goldmark Advisers, a team of veteran M&A and management consulting advisors. Jeffrey served for 20 years as Chairman of the US subsidiary of The Quarto Group, a publicly held international book-publishing company, acting as a senior corporate development executive facilitating acquisitions. Jeff was EVP & CFO of Esquire, a NYSE-listed publishing, technology and communications company, where he served as the company's principal negotiator when it was sold to Paramount Communications. After the acquisition, he was named EVP in charge of corporate development & strategic planning for its Simon & Schuster Division, where he facilitated the acquisition of Prentice-Hall. Jeffrey was VP and Corporate Controller of National Patent Development (Wright Investors' Service). He began his career at Main Hurdman (KPMG). Jeffrey has a BBA from Pace University. FINRA licenses 79 and 63.

Todd Slater

Todd Slater

Managing Director, Head of Consumer Group

Todd has 23 years experience in Consumer Investment Banking and Sell-Side Capital Markets having served in senior roles at Threadstone Advisors, Lazard Capital Markets, and UBS Securities. Todd was also a senior executive and women's apparel merchant at Macy's for nearly a decade. Among his many accomplishments Todd was the winner of the "Forbes "Love Only One" contest in 2007, beating the annual return of 16 buy-side Portfolio Managers by an average of 5x, was a top-ranked consumer analyst across multiple industry segments, and was ranked by Institutional Investor as "#1 Up and Comer" in the Textile and Apparel space. Todd received a B.A. in French Literature from Tufts University. FINRA licenses 7, 63, 79.

BruceForrestpic

Bruce Forrest, MD

Managing Director, Head of Healthcare/Life Sciences Group

Dr. Forrest brings 30+ years experience in the pharmaceutical industry in senior executive, scientific and R&D roles at Wyeth (US & Japan)  and Chiron.  Dr. Forrest received a MB/BS and an MD from the University of Adelaide School of Medicine, and an MBA from the University of Warwick-UK.  Conversational in Japanese.  FINRA licenses 79, 63, 65.

Dr. James P. Kelleher

Vice President, Investment Banking

James P. Kelleher has 20+ years of clinical, research, administrative, and business experience in healthcare and life sciences including service as CEO of Cerebrum Therapeutics, CMO of Four Winds Hospital Saratoga and of Howard & Hecht Continuity, and as an advisor to/consultant for the Gerson Lehrman Group, Eli Lilly & Company, AstraZeneca, Accel Value Capital, Huron Life Sciences, and Fruit Street Health. His pharmacology research has been recognized with awards from the International Congress on Schizophrenia Research and the National Institute of Mental Health. Dr. Kelleher completed undergraduate and medical education at NYU and Mount Sinai, residency and fellowship training at Harvard and business education at Columbia. FINRA licenses 63 and 79.

Michael Kuntz

Managing Director

Michael has 28 years of experience working with emerging companies, raising over $1.0 billion in equity capital for both public and private companies. In addition to investment banking Michael held positions as CFO/COO for three early stage, start-up companies in the online content, software integration and broadband delivery industries. Michael received his BS in finance from Boston College and his MBA from Duke University. FINRA licenses Series 7, 63, 79.

ChadLeatpic

Chad Leat

Managing Director

Chad has 30+ years experience in global investment banking on Wall Street. He is the retired Vice Chairman of Global Banking at Citigroup. He is an acknowledged leader and innovator in corporate credit and M&A finance having completed some of the largest acquisition financings ever done. Over the years he has built and led numerous successful and profitable businesses at Citigroup, JPMorgan Chase and their predecessor companies. Chad received his BS from the University of Kansas. FINRA licenses 7, 24, 63.

William Tapert

Bill Tapert

Managing Director, Investment Banking

Bill has 30+ years experience in investment banking and investment management at Providence Capital, Merrill Lynch, Oppenheimer, Jefferies (co-founded M&A group), Prudential Securities and was an independent member of NYSE.  Bill received a CPE in Foreign Studies from the Sorbonne, University of Paris.  FINRA licenses 7, 63, 24, 79.

Stormy Byorum

Stormy Byorum

Managing Director, Latin America Group

Stormy is the Founder of Cori Investment Advisors.  She has 30+ years experience in Latin America investment banking, including senior executive and board roles at Andina Acquisition (the 1stLatAm SPAC), Stephens, TCW-Latin America, Violy-Byorum and Citicorp.  Stormy has a BBA from Southern Methodist University, and an MBA from University of Pennsylvania.  FINRA licenses 7, 24, 63.

Julio Marquez Photo

Julio Marquez

Managing Director, Latin America Group

Julio has 20+ years of experience in investment banking at Morgan Stanley, Citibank and, most recently, Global Emerging Markets Group and Gottbetter Capital Markets. In addition to a BSc from the Massachusetts Institute of Technology and an MSc from the University of Pennsylvania, both in engineering, he received an MBA from Harvard Business School. Julio was born and raised in Mexico City. He is an Adjunct Professor at the New York School of Finance and also a lecturer at Columbia University and Baruch College. FINRA licenses 7, 24, 27, 63, 82 and 99.

Sasson Posner

Managing Director

Sasson has originated, structured and distributed structured credit and structured insurance/reinsurance products throughout his career at Centre Re, Lehman Brothers, Willis Re, and Deutsche Bank, where he was most recently for the last 10 years and was a managing director at the Pension & Insurance Risk Markets group. Sasson holds a B.S. from Rochester Institute of Technology (RIT) and an MBA from the University of Chicago. FINRA licenses 7, 63, 24.

BruceKaufman

Bruce Kaufman

Vice President, Healthcare/Life Sciences & Clean Tech

Bruce has 30+ years experience in investment banking, restructurings, capital raising, and public accounting.  Prior firms include Rothschild Venture Capital, Lehman Brothers, Compass Advisers and Coopers & Lybrand.  Bruce received a BS in Accounting from SUNY Albany, and an MBA in Finance from Columbia University.  FINRA licenses 7, 63, 79.

Stanley Tobin

Stanley Tobin

Senior Director, Consumer & Latin America

Stan has 30+ years experience in fundraising and business development, at Golub Capital, Institutional Credit Partners, Guggenheim Partners & DB/Alex Brown.  Stan received a BS in Marketing from Lehigh University, and is proficient in Spanish.  FINRA licenses 7, 63.

Zachary Smith

Vice President, Investment Banking

Zach supports the investment banking team and client management processes. Prior experience includes an investment banking support role at Elara Securities, an investor relations role at SecLingua, a healthcare cyber-security firm, and a consumer products development and marketing role at Jarden Corporation. Zach holds a BS in Business Administration, and an MBA in Marketing and Financial Management from Lynn University. FINRA licenses 7, 63.

Jakob Bergendorff

Jakob Bergendorff

Vice President, Investment Banking

Jakob has 15+ years experience in investment and M&A transactions. Most recently Jakob was Head of M&A in Group Legal at the Maersk Group, where he led and co-led a number of acquisitions and divestitures in shipping, logistics, energy and port infrastructure. Amongst others, Jakob co-led the $1.4 billion divestment of Maersk LNG to Teekay/Marubeni as well as the divestment of Direct Chassis Link, a major US provider of truck chassis. Further, Jakob was head of business development and regional commercial manager for Asia in Svitzer - the world's largest towage company, 100% owned by the Maersk Group. Jakob received a Master of Business Administration from INSEAD and a Masters of Law from the University of Copenhagen. FINRA licenses 7, 50, 63.

Tom Bronner

Tom Bronner

Vice President, Real Estate, Financial Services, Energy, Healthcare/Life Sciences

Tom has 25+ years experience in financial services including senior roles at Lloyds Bank, National Bank of Canada, Federal Reserve Bank of NY and TD Bank.  Tom received his BA in Economics from Columbia University.  FINRA Licenses 63 and 82.