Broker Check

Investment Banking

Investment Banking

Peter Formanek

Peter Formanek, CPA

Founder & Managing Partner

914.777.0100

Bill Marcus

Bill Marcus

Senior Managing Director

312.375.6537

Jeffrey Gold

Jeffrey Gold

Senior Managing Director, Investment Banking

917.834.6727

Todd D. Slater

Todd D. Slater

Managing Director, Co-Head of Consumer and Retail Banking

917.797.1620

Bruce Forrest

Bruce Forrest, MD

Managing Director, Head of Healthcare/Life Sciences Group

914.661.6108

James Kelleher

Dr. James P. Kelleher

Vice President, Investment Banking

914.588.2008

Michael Kuntz

Michael Kuntz

Managing Director

561.715.9946

Julio Marquez

Julio Marquez

Managing Director, Latin America Group

646.942.4641

Sasson Posner

Sasson Posner

Managing Director

973.985.3730

Bruce Kaufman

Bruce Kaufman

Managing Director, Co-Head of Healthcare/Life Sciences Group

347.400.2082

Stanley Tobin

Stanley Tobin

Senior Director, Consumer & Latin America

917.691.2813

Jakob Bergendorff

Jakob Bergendorff

Vice President, Investment Banking

917.530.6326

Tom Bronner

Tom Bronner

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

203.858.4012

Omar Brown

Omar Brown

Managing Director

917.204.3773

Kristina M. Walsh

Kristina M. Walsh

Co-Head of Consumer and Retail Banking

203.313.0393

Raju Panjwani

Raju Panjwani

Managing Director, Investment Banking

917.608.9555

Jon Lunsford

Jon Lunsford

Managing Director

804.357.2615

Carrie Steele

Carrie Steele

Vice President, Investment Banking: Cannabis, Hemp and CBD Practice

303.910.6169

Thomas Kane

Thomas Kane

Head of Human Capital Management

516.658.1371

Tim Busler

Tim Busler

Managing Director

917.558.5275

Traci E. Rhone

Traci E. Rhone

Vice President of Business Development

305.333.6769

Gabriel Melamed

Gabriel Melamed

Managing Director

914.806.3811

Marianna Prueger

Marianna Prueger

Vice President

415.948.7699

Anna Talarico

Anna Talarico

Business Development Investment Banker

914.393.6499

David Bunzel

David Bunzel

Managing Director- Investment Banking, M&A, Public & Private Markets

914.725.9610

David Kernan

David Sans

Donald Jackson

Donald Jackson

Manager - Investment Banking

917.306.2486

Fernando Russo

Fernando Russo

Vice President - Investment Banking

312.989.9008

Greg Crowell

Greg Crowell

CFA, Vice President

303.506.4876

Igor Gourari

Igor Gourari, CPA

Managing Director of Investment Banking

917.755.2067

Jon Stein

Jon Stein

Vice President of Investment Banking

+1.609.556.8412

Josh Gould

Josh Gould

Vice President

978.505.9456

Patrick Walsh

Patrick Walsh

Vice President - Investment Banking

917.674.2273

Steven Zelac

Steven Zelac

Senior Managing Director, Sector Lead - Industrials, Chemicals & Manufacturing

914.522.7082

Vince Palmieri

Managing Director – Mobility, Sustainable Energy, and Infrastructure

646-642-1061

Marianna Prueger, Cannabis & Hemp Investment Banking, 15+ years of experience in lending, asset management, fundraising, advisory and retirement services at JPMorgan Chase, Credit Suisse, and various 401(k) providers. Marianna has strong relationships with family offices and institutional investors globally and is fluent in Spanish, Hungarian, and conversational in French. Prior to Young America Capital, Marianna founded Transparent 401K, a Registered Investment Advisory firm focused on 401(k) plans.. Marianna has an MBA from Rice University, and a BA in Economics and International Studies from St. Thomas University. FINRA licenses 65,82.