emigrantpartners.com Open in urlscan Pro
142.93.203.127  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to content
Emigrant Partners Emigrant Partners
 * Solution
 * Partnership
 * Partner Firms
 * Team
 * Contact


TEAM

Our team has extensive experience in the wealth and asset management markets.
With functional backgrounds in strategy, finance, investment banking, private
equity, and corporate and M&A law, the EP team has the relevant experience and
skillsets to provide guidance and support to our partner firms.

JENNY SOUZA

CEO & PRESIDENT

Download Vcard

As President & CEO of Emigrant Partners, Jenny sets the firm’s strategic
direction and oversees a team responsible for providing capital and advice to
the leading wealth and alternative asset managers in which Emigrant has
invested, as well as making new platform investments and sub-acquisitions for
Emigrant’s partner firms. Jenny has 20 years of experience in financial
services, including institutional asset management, wealth management and
investment banking. Prior to joining Emigrant Partners, Jenny was a Senior Vice
President responsible for Affiliate Management at BrightSphere Investment Group
(NYSE: BSIG, formerly Old Mutual Asset Management), a $200 billion
multi-boutique asset management company. Prior to BSIG, Jenny was Director of
M&A and Strategic Planning at BNY Mellon Wealth Management. As an investment
banker at Berkshire Capital Corporation and Canaccord Adams, Jenny executed M&A
and raised public and private capital for financial services firms and consumer
companies. Jenny holds a B.A. from Harvard College and an MBA from Harvard
Business School.

ALEX MOSTOVOI

CFO & COO

Download Vcard

As CFO, Alex is responsible for the operational and financial aspects of the
business. Prior to joining Emigrant Partners, Alex was at Focus Financial
Partners developing and implementing an innovative IPO structure. Before Focus,
he was on the finance team at Kohlberg Kravis & Roberts. From 2006-12 Alex was
with Strategic Value Partners, where he structured and restructured investments
in a variety of specialized global assets including power plants, commercial
aircraft, real estate, health care facilities and manufacturing companies. Alex
graduated from the University of Pennsylvania Law School and has a master’s
degree from NYU School of Law.

JAMIE SKLAR

GENERAL COUNSEL & MANAGING DIRECTOR

Download Vcard

Jamie is the General Counsel and a Managing Director of Emigrant Partners. He is
a corporate attorney with over 21 years of experience in managing mergers and
acquisitions, private equity, fund formation and other complex transactions.
Prior to Emigrant Partners, Jamie was a partner at a boutique law firm focused
on representing asset managers and family offices in private equity transactions
and related matters. In addition, he has served as senior in-house counsel for
private equity fund managers and asset management groups. Jamie graduated from
McGill University in Montréal with two law degrees with Great Distinction, and
an MBA.

MARK BRUNO

MD – HEAD OF STRATEGIC ADVISORY

Download Vcard

Mark Bruno is Managing Director, Head of Strategic Advisory, for Emigrant
Partners, where he is primarily responsible for helping its partner firms
identify and execute on opportunities to accelerate their growth. Prior to
joining Emigrant in October 2023, Mark spent more than 20 years working across
the wealth and asset management industries with a particular focus on developing
and delivering research, events and consulting platforms to growth-oriented
RIAs. Mark most recently served as the Managing Director of the Wealth
Management Group at Informa, where he oversaw the group’s media, research and
events businesses and launched the unit’s RIA Edge podcast, research studies,
and nationwide events.

Before Informa, Mark was a Managing Director at Echelon Partners, a leading
investment bank and consulting firm to the wealth management community. Mark
also spent more than ten years at InvestmentNews, where he oversaw the company’s
digital businesses, RIA events and RIA benchmarking studies. He has been a
fixture on the wealth management event circuit for the past decade, and is also
the author of Save Now or Die Trying, one of the top-selling retirement planning
books shortly after it was published in 2007.

Read More...

SAM GREWAL

VICE PRESIDENT

Download Vcard

Sam is a Vice President at Emigrant Partners, focused on investments and
strategic development for partner firms. Prior to joining Emigrant Partners, Sam
was a Vice President at Emigrant Business Credit, where he structured and
underwrote senior-secured credit facilities for middle-market companies across
multiple industries. Prior to joining Emigrant Bank, Sam was a Senior Associate
in BNP Paribas' Merchant Banking and Leveraged Finance Group, and an Associate
in Golub Capital's direct lending group. Prior to Golub, Sam was a Private
Equity Associate at Allstate Investments. Sam earned a B.B.A. with distinction
from the University of Michigan's Stephen M. Ross School of Business, and began
his career as an investment banking analyst at Wells Fargo.

JUSTIN HAN

ASSOCIATE GENERAL COUNSEL & DIRECTOR

Download Vcard

Justin is the Associate General Counsel and Director of Emigrant Partners. Prior
to joining Emigrant Partners, Justin was an associate at two international law
firms where he advised sponsors, borrowers and creditors in private equity
transactions, various financing arrangements and debt restructurings. Justin
received his B.A. from Johns Hopkins University and his J.D. from the University
of Michigan Law School.

RYAN CARR

ASSOCIATE

Download Vcard

Ryan is an Associate at Emigrant Partners, focused on investments and strategic
development for partner firms. Prior to joining Emigrant Partners, Ryan was an
Engagement Manager at Indefi, a strategy consultancy dedicated to the global
asset management industry, where he co-launched the firm's New York business and
executed engagements for the industry's leading firms. Before joining Indefi,
Ryan was a Vice President on the Strategy & Business Development team at J.P.
Morgan Asset & Wealth Management. Ryan started his career at Casey Quirk –
Deloitte after earning a B.A. in Economics from Trinity College.

JUDY GOLDBERGER

SENIOR ASSOCIATE

Download Vcard

Judy is Senior Associate at Emigrant Partners supporting operations, finance and
compliance. She has been at Emigrant Bank for over 5 years, initially with the
private equity group and most recently with the senior secured lending unit.
Prior to joining Emigrant, Judy worked at an international law firm, at the
private equity fund Invemed Catalyst Fund, and at a family office. Judy received
her B.A. in Economics and Psychology and a Graduate Diploma in Applied
Psychology specializing in research statistics, both from Monash University,
Australia.

ANA MACOUZET

SENIOR ANALYST

Download Vcard

Ana is a Senior Analyst at Emigrant Partners, focused on the strategic
development of our partner firms. Ana has experience in marketing research and
advisor development at Bank of America Merrill Lynch. Ana earned a B.B.A. in
finance from the University of Miami.

ADVISORY BOARD

HOWARD MILSTEIN

Howard Milstein is Chairman and CEO of New York Private Bank & Trust, Milstein
Properties, and various Milstein brothers operations throughout New York and
Chicago. Mr. Milstein is a Founding Partner of FriedbergMilstein, an alternative
asset investment manager.

His civic and philanthropic efforts include Chairman of American Skin
Association, Trustee Emeritus and Presidential Counsellor of Cornell University,
Overseer of Cornell Medical College, among others. He is a member of the Harvard
Law School Visiting Committee and of the Executive Committee of the HLS Dean’s
Advisory Board. Mr. Milstein earned a BA in Economics, summa cum laude, from
Cornell University and earned JD/MBA degrees from Harvard University.

Read More...

BARRY FRIEDBERG

Barry Friedberg is Co-Chairman of the Board of NYPB&T. He has served as a member
of the Board since 2004.

Prior to joining the Board of Emigrant Bank, Mr. Friedberg was Executive Vice
President and member of the Executive Committee at Merrill Lynch for more than
10 years. From 1985 through 1993, Mr. Friedberg was head of the Global
Investment Banking Division of Merrill Lynch. In 1985, when Mr. Friedberg
assumed these responsibilities, Merrill Lynch was ranked 6th or lower in the
debt, equity, and M&A league tables. By the end of Mr. Friedberg’s period of
leadership, Merrill Lynch was #1 in the league tables for all of these products.
Mr. Friedberg’s responsibilities also included oversight of the investment
activities of Merrill Lynch which included approximately $1 billion of private
equity investments and approximately $1.5 billion of leveraged financing for
middle market companies. He also, in 1985, initiated:

(i) the first private placement effort at a Wall Street firm to place limited
partnership interests on behalf of financial sponsor clients
(ii) the first effort by a Wall Street firm to provide as a principal a bridge
loan to support an unsolicited buy out when Comcast bid for Storer Broadcasting.

Prior to joining Merrill Lynch, Mr. Friedberg was head of the Merger &
Acquisition Group of AG Becker, which Merrill Lynch acquired in 1984.

Mr. Friedberg is Chairman Emeritus and currently serves on the Board of
Directors of the New York City Ballet and is a member of its Investment
Committee. He is also a member of the Board of Directors, Executives Committee,
and Investment Committee of Scan Harbor and The Glaucoma Foundation.

Mr. Friedberg is a graduate of Princeton University (BA, 1962) and is a member
of the Council on Foreign Relations.

Read More...

BILL STAUDT

Bill Staudt is Vice Chairman of Emigrant Bank and Partner at Emigrant Capital
Corporation. Prior to Emigrant, Mr. Staudt was founding Managing Partner of
Environmental Capital Partners, as well as Managing Partner of Hamilton Capital
Partners, which sponsored leveraged buyouts of middle-market companies in the
United States and Sweden.

He has substantial management experience, most recently as President and CEO of
Sirit Inc. and formerly as President of Hamilton Development Corporation. In
addition, he serves on the Board of Directors of Nicklaus Companies and
Fiduciary Network. Mr. Staudt received a BA in Economics from Yale University
and a JD from University of Michigan Law School.

Read More...

ANDY AUGENBLICK

Andy Augenblick is the President of Emigrant Bank Fine Art Finance. Prior to
co-founding the company, he was President and Co-Owner of Related Companies, a
privately held real estate and investment company. Before joining the Related
Companies in 1985, he was a Consultant at McKinsey & Company.

In addition, Mr. Augenblick was named one of the Top 100 Collectors in the
United States by Art & Antiques Magazine. He is a graduate of Dartmouth College
and Harvard Business School.

Read More...


EMIGRANT PARTNERS

 * Solution
 * Partnership
 * Partner Firms
 * Team
 * Contact


RESOURCES

 * Contact
 * 212-850-4957
 * inquiries@emigrantpartners.com*protected email*



© Emigrant Partners 2023