Meet The Team
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We’re Fun, Social & Business Savvy.
WHAT I LOVE ABOUT EXEMPLAR | Â |
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
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
Head of Business Development, Exemplar Consulting, LLC

Andrew J Szabo, CFA
Managing Director – Tax Product, Exemplar Capital, LLC

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

Payton Backonen
Marketing and Public Relations Manager, Exemplar Consulting Group, LLC.

Greg McDonnell
Senior Associate, Exemplar Consulting, LLC

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

Chris Ashoff
Managing Director, Exemplar Consulting, LLC

Jessica Neihardt
Operations Manager, Exemplar Companies, PBC.

Jillian Sommerfeld
Brand Strategist, Exemplar Consulting, LLC

Jeffery C. Foy, Esq.
Entertainment Law, Exemplar Law LLC

Amy Berliner
Cannabis Market Advisor, Exemplar Consulting, LLC

Luke Sheldon, Esq.
Specialty Counsel – Labor & Employment, Exemplar Law, LLC

Mark Chasan, Esq.
Vice President, Exemplar Business

Michael Roberts
Managing Director, Exemplar Tax & Accounting

Michelle Trumble
Executive Assistant, Exemplar Companies, PBC.

Richard Feldman
FINOP, Exemplar Capital, LLC

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

Richard Mitchell
Specialty Counsel, Corporate, Transactions, International at Exemplar Law, LLC

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

Stefan J. Kasian
N.M.D., Ph.D., Health Tech Strategist/Naturopathic Doctor, Exemplar Wellcare, LLC

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

Susan Walker
Paralegal, Exemplar Law, LLC

William Dodge
Fractional COO/CFO, Janitor Exemplar Consulting, LLC

Roman Vayner
Trademark Counsel, Exemplar Law, LLC

James Velsor
Principal Examiner, Exemplar Consulting, LLC

Keele Taylor
Managing Director, Human Resources, Exemplar Consulting, LLC

Michael Tuohy
Principal Examiner and Consultant, Exemplar Consulting, LLC

Tod O'Connor
Clean Energy Lobbyist

Ira Bershatsky
Managing Director-Distribution, Exemplar Capital, LLC

Sam Kelly
Registered Representative, Investment Banking, Exemplar Capital LLC