Our experienced team maintains a broad network of relationships and has deep expertise in structuring, executing and managing investments on behalf of our investors.
Senior Professionals
| Download vCardAndrew Fentress | Managing Partner | New York |
| Download vCardJoseph Schmuckler | Managing Partner | New York |
| Download vCardBrook Taube | Managing Partner | New York |
| Download vCardSeth Taube | Managing Partner | San Francisco |
| Download vCard Robert Comizio | Partner | New York |
| Download vCard Jeff Tonkel | Partner | New York |
| Download vCard Richard Allorto | Chief Financial Officer | New York |
| Download vCard Bryan Boches | Managing Director | San Francisco |
| Download vCard Dean Crowe | Managing Director | San Francisco |
| Download vCard David DeSantis | Managing Director | New York |
| Download vCard Tom Quimby | Managing Director | San Francisco |
| Download vCard Brian Dohmen | Principal | New York |
| Download vCard Bill Parizek | Principal | New York |
| Download vCard Joseph Princiotta | Principal | New York |
| Download vCard Jon Schroeder | Principal | San Francisco |
| Download vCard Jennie Chen | Vice President | San Francisco |
| Download vCard Richard Craybas | Vice President | New York |
| Download vCard Frank Cupido | Vice President | San Francisco |
| Download vCard Carolyn Greenwalt | Vice President | New York |
| Download vCard Kevin Hah | Vice President | New York |
| Download vCard Brian O'Reilly | Vice President | New York |
| Download vCard Greg Richards | Vice President | New York |
| Download vCard Frank Wang | Vice President | New York |
| Download vCard Jason Wong | Vice President | New York |
Andrew Fentress
Tel: 212.759.0777
Email: andrew@medleycapital.com
Download vCardMr. Fentress is a Managing Partner of Medley and a Senior Portfolio Manager for the Medley Opportunity Funds and a member of the Board of Directors of Medley Capital Corporation. Prior to forming Medley, Mr. Fentress was a Partner with CN Opportunity Fund where he was a Portfolio Manager for the firm’s global investment fund. Prior to CN Opportunity Fund, Mr. Fentress was a Partner and Portfolio Manager at CQ Partners, a global investment fund. Mr. Fentress began his investment career with Morgan Stanley & Co. where his last role was a Principal in the Institutional Equity Division, where he managed a global trading business. Mr. Fentress received a B.A. from Boston College and an M.B.A. from the Kenan-Flagler School of Business at the University of North Carolina, Chapel Hill.
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Brook Taube, CFA
Tel: 212.759.0777
Email: brook @medleycapital.com
Download vCardMr. Taube is a Managing Partner of Medley and the Chief Executive Officer and Chairman of the Board of Directors of Medley Capital Corporation. Prior to forming Medley, Mr. Taube was a Partner with CN Opportunity Fund where he was a Portfolio Manager for the firm's global investment fund. Prior to CN Opportunity Fund, Mr. Taube co-founded T3 Group, a principal and advisory firm focused on distressed asset and credit investments. Prior to T3, Mr. Taube was a Partner with Griphon Capital Management. Mr. Taube began his career at Bankers Trust in 1992, where his last role was Vice President in Structured Finance and Capital Markets. Mr. Taube received a B.A. from Harvard University and currently serves as a Board member of the New Amsterdam Symphony Orchestra.
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Seth Taube, CFA
Tel: 415.568.2760
Email: seth@medleycapital.com
Download vCardMr. Taube is a Managing Partner of Medley, a Senior Portfolio Manager of the Medley Opportunity Funds and a member of the Board of Director of Medley Capital Corporation. Prior to forming Medley Mr. Taube was a Partner with CN Opportunity Fund where he was a Portfolio Manager for the firm's global investment fund. Prior to CN Opportunity Fund, Mr. Taube co-founded T3 Group, a principal and advisory firm focused on distressed asset and credit investments. Prior to T3, Mr. Taube worked with Griphon Capital Management, serving as Managing Director of the firm's private investment activities. Prior to Griphon, Mr. Taube was a Vice President with Tiger Management, and held positions with Morgan Stanley & Co. in the Investment Banking and Institutional Equity Divisions. Mr. Taube received a B.A. from Harvard University, an M.Litt. in Economics from St. Andrew's University in Great Britain, where he was a Rotary Foundation Fellow, and an M.B.A. from the Wharton School at the University of Pennsylvania.
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Joseph Schmuckler
Tel: 646.465.7890
Email: joe@medleycapital.com
Download vCardMr. Schmuckler is a Managing Partner with Medley. Prior to joining Medley, he was a Senior Executive Officer of Mitsubishi UFJ Securities Co., Ltd., the Tokyo based global investment banking and securities subsidiary of the Mitsubishi Financial Group (NYSE: MTU), where he was responsible for the Global Markets Division in Tokyo and oversaw the firm's business activities outside of Japan. Prior to joining MTU, he was the Chief Operating Officer and member of the Board of Directors of Nomura Holding America, Inc., the U.S. based holding company for The Nomura Group (NYSE: NMR) where he was responsible for the firm's institutional securities business in the Americas. He started his career and was a partner at Kidder Peabody & Co. Inc., working in the firm's institutional equity derivatives business. Mr. Schmuckler earned a B.S. in Finance from the University of Delaware and an MBA in Finance from New York University.
×Robert Comizio
Tel: 646.465.7894
Email: rcomizio@medleycapital.com
Download vCardMr. Comizio is a Partner of Medley and the Senior Portfolio Manager for Medley's Credit Strategies Group. Prior to Medley, Mr. Comizio was the founder and the Chief Investment Officer of Viathon Capital, LP and its predecessor, Viathon Capital Management LLC (VCM). Prior to VCM, Mr. Comizio was at Marathon Asset Management as a Managing Director and a Senior Portfolio Manager for the $2.5 billion Special Opportunity Fund. Prior to Marathon, Mr. Comizio was at Lehman Brothers where he was a Senior Corporate Bond Trader in their fixed income division. Prior to Lehman Brothers, Mr. Comizio was at Merrill Lynch where he was an Emerging Markets and High Yield Bond Trader. Mr. Comizio also worked at Goldman Sachs as a Mortgage Bond Trader and as an Analyst at Alliance Capital. Mr. Comizio is a graduate of the Wharton School of Business at the University of Pennsylvania, and earned his M.B.A. from the University of Chicago.
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Richard Allorto
Tel: 646.465.7898
Email: rallorto@medleycapital.com
Download vCardMr. Allorto is the Chief Financial Officer of Medley and the Chief Financial Officer, Chief Compliance Officer, and Secretary of Medley Capital Corporation. Prior to joining Medley, Mr. Allorto held various accounting and finance positions at GSC Group, Inc., a registered investment advisor, including, most recently as Chief Financial Officer of a publicly traded business development company that was externally managed by GSC Group. Prior to GSC Group, Mr. Allorto was an Audit Supervisor at Arthur Andersen. Mr. Allorto received a B.S. in Accounting from Seton Hall University and is a licensed C.P.A.
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Brian Cavanaugh
Tel: 212.759.0777
Email: andrew@medleycapital.com
Download vCardBrian Cavanaugh is a Director at Medley Capital and is responsible for supporting the financial operations of the Medley Opportunity Funds. Mr. Cavanaugh was previously the Chief Financial Officer of Medley Capital. Prior to joining Medley Capital, from 2002 to 2006, Mr. Cavanaugh was a Managing Director at Tersigni Consulting and Cavanaugh Consulting, where he advised debtors and creditor committees in large corporate restructurings. Mr. Cavanaugh has served as the Chief Financial Officer of numerous portfolio companies of private equity firms, raising capital, improving financial management and, in some cases, leading business turnarounds. Prior to consulting, Mr. Cavanaugh was a Director in BT Alex Brown’s Investment Banking and Corporate Capital Markets groups. Mr. Cavanaugh started his finance career at JP Morgan, where he was a Vice President in the Debt Capital Markets and Fixed Income Trading groups. Mr. Cavanaugh received a B.A. from the College of Wooster and an M.B.A. from the Johnson School of Management at Cornell University.
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Bryan Boches
Tel: 415.568.2761
Email: bboches@medleycapital.com
Download vCardMr. Boches is a Managing Director with Medley and is responsible for transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. Boches was a Managing Director at Latitude Capital Group (acquired by Cowen & Co.), a middle market merchant bank specializing in cross border M&A and debt and equity placements. Mr. Boches' prior experience includes work in project and corporate finance and principal investing with Morgan Stanley in Hong Kong, New York and Menlo Park. Mr. Boches was a member of the founding team from Morgan Stanley that developed China International Capital Corporation in Beijing and served as its Operating Officer. Mr. Boches has advised small cap and large cap firms on debt and equity financings and mergers, acquisitions and restructurings. Mr. Boches is a co-founder of Coremetrics (acquired by IBM). Mr. Boches graduated Summa Cum Laude in Business Economics and Accounting from the University of California, Santa Barbara and earned an M.B.A. from the Wharton School at the University of Pennsylvania.
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David DeSantis
Tel: 646.465.7872
Email: ddesantis@medleycapital.com
Download vCardMr. DeSantis is a Managing Director with Medley and is responsible for transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. DeSantis was a Vice President at General Electric Capital Corporation in the Global Sponsor Finance Group, originating and underwriting LBO transactions ranging in size from $20 million to $10 billion for private equity sponsors in a wide variety of industries including industrial, financial services, healthcare, energy, media and business services. Mr. DeSantis is a graduate of the Financial Management Program at GE Capital. Mr. DeSantis received a B.S. Magna Cum Laude from the Carroll School of Management at Boston College and an M.B.A. from the Kellogg School of Management at Northwestern University.
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Tom Quimby
Tel: 415.568.2763
Email: tquimby@medleycapital.com
Download vCardMr. Quimby is a Managing Director with Medley and is responsible for transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. Quimby was a founding team member and Vice President of COVA Capital, leading the sourcing, underwriting and account management of mezzanine transactions in a variety of industries. Prior to COVA Capital, Mr. Quimby was a Vice President at General Electric Capital Corporation in the Global Sponsor Finance Group. Mr. Quimby is a graduate of the Financial Management Program at GE Capital, and received a B.S. in Business Administration from the Whitemore School of Business at the University of New Hampshire.
×Dean Crowe
Tel: 415.568.2760
Email: dcrowe@medleycapital.com
Download vCardMr. Crowe is a Managing Director with Medley and a Portfolio Manager for Medley's Credit Strategies Group. Prior to joining Medley, Mr. Crowe was a Portfolio Manager for UBS O'Connor, the Alternative Investment subsidiary of UBS Asset Management. Prior to UBS, Mr. Crowe served as a Special Situations analyst in the leveraged finance group of RBC-Dominion, and has held positions at Merrill Lynch in New York, where he traded investment grade, high yield and emerging market debt. Mr. Crowe began his career with Salomon Brothers in New York, where he traded corporate debt and first generation credit derivatives. Mr. Crowe received a B.S. in Accounting from the James Madison University.
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Bill Parizek
Tel: 646.465.7877
Email: bparizek@medleycapital.com
Download vCardMr. Parizek is a Principal with Medley and is responsible for transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. Parizek was a partner in Church Mortgage Acceptance Co., a specialty finance company that provided commercial mortgage lending to churches throughout the U.S. Mr. Parizek has over 20 years experience in the corporate, structured and real estate finance business. For nearly six years, Mr. Parizek operated an independent corporate finance advisory practice (principally M&A and turnaround assignments). Mr. Parizek formerly worked in the structured finance group at Banc One Capital in Columbus and Koch Industries in Wichita. Mr. Parizek started his career as a CPA with Peat Marwick Mitchell in Chicago. Mr. Parizek graduated with B.S. in Accounting from the University of Illinois.
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Jon Schroeder
Tel: 415.568.2762
Email: jschroeder@medleycapital.com
Download vCardMr. Schroeder is a Principal with Medley and is responsible for transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. Schroeder worked in several positions at General Electric Capital Corporation, most recently as an Assistant Vice President in the Global Sponsor Finance Group, underwriting LBO transactions in a wide variety of industries, in transactions ranging from $30 million to $500 million. Mr. Schroeder is a graduate of the Financial Management Program at GE Capital. Mr. Schroeder received a B.S. in Business Administration from the Grainger School of Business at the University of Wisconsin and is currently pursuing an M.B.A at the Wharton Business School at the University of Pennsylvania.
×Joseph Princiotta
Tel: 646-465-7899
Email: jprinciotta@medleycapital.com
Download vCardJoseph Princiotta is a Principal with Medley and a Senior Analyst for Medley's Credit Strategies Group. Mr. Princiotta has over 25 years of combined experience as a buy-side, sell-side and rating agency analyst. Before joining Medley, Mr. Princiotta held senior analyst positions at Deutsche Bank and Barclays Capital proprietary trading desks. Additionally, Mr. Princiotta was a sell-side publishing analyst with Deutsche Bank and Bear Stearns, and ranked as a top analyst by Institutional Investor Magazine for six years with a primary focus on basic industries. Mr. Princiotta's experience also includes working as a Senior Vice President covering chemicals and basic industries for Moody's Investors Service. Mr. Princiotta has a B.S. in Chemical Engineering from Lafayette College and an M.B.A in finance and economics from Stern School of Business.
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Brian O'Reilly
Tel: 646.465.7875
Email: boreilly@medleycapital.com
Download vCardMr. O'Reilly is a Vice President with Medley and supports transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. O'Reilly served as an associate with Brown Gibbons Lang & Company (BGL), a boutique investment bank where he worked on mergers and acquisitions, restructurings and capital raises for middle-market businesses. Prior to BGL, Mr. O'Reilly held several positions at General Electric Capital Corporation, including analyst and associate positions in the Global Sponsor Finance Group, where he performed extensive due diligence, valuation analyses and portfolio company monitoring for senior investments. Mr. O'Reilly received a B.A. in Economics from Boston College, an M.B.A. from the Fuqua School of Business at Duke University and graduated from the Financial Management Program at GE Capital.
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Frank Cupido
Tel: 415.568.2768
Email: fcupido@medleycapital.com
Download vCardMr. Cupido is a Vice President with Medley and supports transaction origination and execution for the Medley Opportunity Fund and Medley Capital Corporation. Prior to joining Medley, Mr. Cupido was an analyst in the Investment Banking Group at Merriman Curhan Ford & Co. where he worked on a variety of public and private financings as well as M&A advisory assignments for companies in the technology, healthcare and alternative energy sectors. Mr. Cupido received a B.S.E. in Mechanical Engineering and Applied Mechanics with Minors in Economics and Math from the University of Pennsylvania.
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Jason Wong, CPA
Tel: 646.465.7876
Email: jwong@medleycapital.com
Download vCardMr. Wong is a Vice President and Controller with Medley and is responsible for the financial operations and reporting for the Medley Opportunity Funds, including accounting, budgeting and tax planning. Prior to joining Medley, Mr. Wong was a Tax Manager at Deloitte Touche Tohmatsu. Mr. Wong has a B.S. in Accounting from St. John's University and M.S. degree in Taxation from Long Island University.
×Jennie Chen
Tel: 415.568.2769
Email: jchen@medleycapital.com
Download vCardMs. Chen is a Vice President with Medley and supports transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Ms. Chen held various roles within GE Capital, most recently as an Assistant Vice President of GE Capital, executing both sponsor and non-sponsored deals across a variety of industries. Ms. Chen is also a graduate of GE Capital's Financial Management Program and holds a B.S. in Finance from the University of Illinois at Urbana-Champaign.
×Carolyn Greenwalt, Esq.
Tel: 212.759.0777
Email: cgreenwalt@medleycapital.com
Download vCardMs. Greenwalt is a Vice President of Legal and Compliance with Medley responsible for the company's legal and compliance functions. Prior to joining Medley, Ms. Greenwalt held a number of positions at Black Dot Wireless including most recently as Managing Attorney where she was responsible for corporate compliance, real estate transactions and tax issues. Ms. Greenwalt received a B.B.A. in Business Administration from the University of San Diego, a J.D. from Golden Gate University School of Law, an LL.M in Taxation from Golden Gate University School of Law and is admitted to the California bar.
×Kevin Hah
Tel: 646.465.7882
Email: khah@medleycapital.com
Download vCardMr. Hah is a Vice President and Controller with Medley and is responsible for the accounting, financial reporting, and operations of Medley Capital Corporation and Medley Opportunity Fund II. Prior to joining Medley, Mr. Hah was Chief Financial Officer at Vantium Management, LP, a hedge fund focused on investing in distressed RMBS and whole loans. Prior to Vantium, Mr. Hah was a controller at GSC Group, Inc. and was responsible for accounting, financial reporting, and operations of a business development company and a CLO fund focused on investing in middle market loans, high yield bonds, and equity investments. Mr. Hah received a BBA in Accounting from University of Oklahoma and an MBA from Oklahoma City University. Mr. Hah is a licensed CPA.
×Luba Romankevich
Tel: 415.568.2759
Email: lromankevich@medleycapital.com
Download vCardMs. Romankevich is a Vice President with Medley responsible for client relations and development and supports the firm's marketing and investor relations efforts. Prior to joining Medley, Ms. Romankevich was a Marketing Manager at Falcon Point Capital, LLC, where she spearheaded the firm's marketing and investor relations. Ms. Romankevich received a B.A. in Psychology from San Francisco State University.
×Frank Wang
Tel: 646.465.7896
Email: fwang@medleycapital.com
Download vCardMr. Wang is a Vice President with Medley and a Research Analyst for Medley's Credit Strategies Group. Prior to Medley, Mr. Wang was the head of operations and a Research Analyst at Viathon Capital, LP. Prior to joining Viathon, he was an Operations Analyst in the Global Trade Support group at Marathon Asset Management, LLC. Mr. Wang graduated from New York University Stern School of Business with a B.S. in Business Administration.
×Brian Dohmen
Tel: 646.465.7892
Email: bdohmen@medleycapital.com
Download vCardMr. Dohmen is a Principal with Medley and is responsible for transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. Dohmen was Managing Director with Ablum Brown and Company and was responsible for overseeing capital raising efforts for various corporate finance transactions. Prior to joining Ablum Brown, Mr. Dohmen was with Newport Realty LLC and was responsible for overseeing business development. At Newport Realty, Mr. Dohmen also led the firm's financial asset consulting group, which focused on asset valuation and capital raising for third party investments. Prior to Newport Realty, Mr. Dohmen was a Managing Director at Freeport Financial, a specialty finance company focused on leveraged buyouts for private equity where he was responsible for business development in the New York region. Prior to Freeport Financial, Mr. Dohmen also worked at Heller Financial and GE Capital and started his career with LaSalle National Bank. Mr. Dohmen has a bachelor of Business Administration in Finance and Risk Management from the University of Wisconsin - Madison.
×Richard Craybas
Tel: 646.465.7878
Email: rcraybas@medleycapital.com
Download vCardMr. Craybas is a Vice President with Medley and supports transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. Craybas was a Vice President with PanAmerican Capital Partners, where he worked on a variety of private equity investments in various sectors including infrastructure, manufacturing, alternative energy and consumer products. Prior to PanAmerican, Mr. Craybas was with GE Capital in the Sponsor Finance Group, underwriting and executing leveraged finance transactions for private equity sponsors in a wide variety of industries. Mr. Craybas is a graduate of the Financial Management Program at GE Capital. Mr. Craybas received a B.S. from Pennsylvania State University and an M.B.A from Columbia Business School.
×Jeff Tonkel
Tel: 212.759.0777
Email: jtonkel@medleycapital.com
Download vCardMr. Tonkel is a Partner of Medley. Prior to Medley, Mr. Tonkel was a Managing Director with JP Morgan where he was CFO of a large global financing and markets business. Prior to JP Morgan, Mr. Tonkel was a Managing Director, Principal Investments with Friedman Billings Ramsey where he oversaw Merchant Banking and Corporate Development investments in the real estate, specialty finance, mortgage and diversified industrial sectors. Mr. Tonkel began his investment career with Summit Partners, a leading equity and subordinated debt investor in privately held growth companies. Mr. Tonkel received a B.A. from Harvard University and an M.B.A. from Harvard Business School.
×Greg Richards
Tel: 646.465.7881
Email: grichards@medleycapital.com
Download vCardMr. Richards is a Vice President with Medley and supports transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. Richards was a Manager in the Structured Finance and Capital Markets Group at Mubadala, an investment and development company established by the Government of Abu Dhabi as the vehicle for economic diversification in the Emirate. Prior to Mubadala, Mr. Richards was a Vice President in the Global Energy Investment Banking Group at Credit Suisse in New York. Mr. Richards was also part of the Corporate Banking Group at Credit Suisse focused on executing leveraged finance transactions across sectors. Prior to Credit Suisse, Mr. Richards was an Associate in the Utilities and Project Finance Global Corporate and Investment Banking Group at Bank of America in San Francisco. Mr. Richards began his career as a Retail Analyst with Management Ventures, Inc., a market research and consulting firm based in Cambridge, Massachusetts. Mr. Richards received a B.B.A. in Finance from the College of William & Mary and an M.B.A. from Columbia Business School.
×Investor Relations
| Download vCard Scott von Stein | Principal | San Francisco |
| Download vCard Luba Romankevich | Vice President | San Francisco |
Scott von Stein
Tel: 415.568.2767
Email: svonstein@medleycapital.com
Download vCardMr. von Stein is a Principal with Medley and is responsible for client relations and development. Prior to joining Medley, Mr. von Stein was with Bank of America, with a focus on international banking assignments in Beirut, London, Frankfurt and Paris. Prior to Bank of America, Mr. von Stein was with Clorox International as Vice President of Corporate Development. Prior to Clorox, Mr. von Stein has held senior level positions at Price Waterhouse, Kroll Associates, and Secura Burnett. Prior to joining Medley, Mr. von Stein was in charge of the Western Region for Potomac Investments. Mr. von Stein has a BA in International Relations from the University of Colorado, and an MBA from the Thunderbird Graduate School of Management in Arizona. Mr. von Stein was publicly elected to a third term as Director of the Southern Marin Fire District of Marin County.
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