Meet The Team
We’re Fun, Social & Business Savvy.
WHAT I LOVE ABOUT EXEMPLAR |
Exemplar believes in hiring smart people with diverse, adaptable backgrounds who have a passion for building confidence, sharing ideas with an entrepreneurial, and independent drive to excel. Our team combines new perspectives and creative approaches to help businesses reach their full potential through capital, wealth management, law, finance, accounting and tax.
AT EXEMPLAR | Work Smart, Have Fun – See Us At Play |
- As a generalist in investment banking I provide corporate financial advisory, strategy, capital raises & due diligence services to clients such as institutions, private equity funds, family offices and corporations/issuers across a variety of sectors including alternative assets classes, investments in private and public markets.
- Expertise in PIPEs, equity & equity-linked structures, at-the-market equity (ATM), private equity, syndications, and private placements.
- Review, develop and structure investments and financing transactions.
- Manage relationships across Investment Banks, Investors, Financial Sponsors, Lawyers and Auditors.
CREDENTIALS
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MBA- Finance and Investments Zicklin School of Business at Baruch College |
B.A.- Economics Rutgers University |
FINRA Series 63,79 |
LEADERSHIP
- 25+ years of Capital Markets Services at Barclays Bank, Yorkville Advisors and Harwood Capital
- Association of Corporate Growth (ACG)
THE REAL ME
Spending time with family and friends, reading, mentoring, coffee aficionado and amateur coffee roaster, gardening, traveling, Rutgers Sports
MORE TEAM MEMBERS

Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.

Steven R. Monticone
Chief Operating Officer, Exemplar Companies, PBC

Joelle Paul-Cook, Ph.D.
Chief Human Capital Officer, Exemplar Companies, PBC

Katherine Brand
Managing Director, Exemplar Consulting, LLC

Louis Amatucci, Esq.
Managing Director, Head of Securities Practice, Exemplar Law, LLC

Jeffrey Abramczyk
Managing Director, Regulatory Compliance Practice, Exemplar Consulting, LLC

Mary Arnold
Senior Business and Lobbyist Consultant, Exemplar Consulting, LLC

Eric Geppert
Managing Director Head of Corporate/M&A, Exemplar Law, LLC

Ryan Allison
Managing Director, Head of Flexpertise, Exemplar Consulting, LLC

Andrew J Szabo, CFA
Managing Director – Tax Product and Life Sciences Practice, Exemplar Capital, LLC

Bob Hertz
Managing Director of Health Tech Commercialization, Exemplar Wellcare, LLC

Victor Garcia
Managing Director, Investment Banking, Exemplar Capital, LLC

Greg McDonnell
Senior Associate, Exemplar Consulting, LLC

Fred B. Wilcon, Esq.
Managing Director – Corporate Department, Exemplar Law, LLC

Jessica Neihardt
Operations Manager, Exemplar Companies, PBC.

Michelle Trumble
Executive Assistant, Exemplar Companies, PBC.

Richard Feldman
FINOP, Exemplar Capital, LLC

Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC

Chris Ashoff
Managing Director, Exemplar Consulting, LLC

Roman Vayner
Trademark Counsel, Exemplar Law, LLC

Clifton Smith
B2B Strategic Partnership and CPA Exemplar Consulting, LLC

Troy Vanderburg
Digital Innovation & Capital Markets Consultant Exemplar Consulting, LLC

Brian Tucker
Marketing and Business Strategist, Exemplar Consulting, LLC

William Dodge
Fractional COO/CFO, Exemplar Consulting, LLC

David Loughran
Senior B2B Strategic Partnership Consultant Exemplar Consulting, LLC

Bill Hoop
Managing Director – Real Estate Distribution, Exemplar Capital, LLC

Susan Walker
Paralegal, Exemplar Law, LLC

Stephan Jan Meyers, Esq.
Specialty Counsel – Securities Compliance, Exemplar Law, LLC

Richard Strauss, Esq.
Vice President, Exemplar Law, LLC