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Board of Directors
Thomas Morgan has been a private equity investor and advisor for nearly 30 years. After beginning his career in investment banking with First Boston, he spent most of the 90s with Bain Capital as it grew from a single strategy, single office firm with $300M AUM and 20 employees to a multi-strategy, multi-office firm with $5B AUM and over 100 employees. He then joined New Mountain Capital at inception and over 15 years there New Mountain raised over $15B AUM and invested capital across three strategies: private equity, private credit and public hedge. Mr. Morgan left New Mountain in 2015 to found Hycroft Capital, the first firm ever formed solely to make minority (non-control) investments into the management companies (GPs) of private equity and other private capital firms (“GP Stakes”). He later merged Hycroft Capital into Magnetar Capital, a $14B multi-strategy asset manager, forming and heading Magnetar Strategic Capital. Most recently, Mr. Morgan helped co-found Aviditi Advisors, an alternative investment bank focused on private capital firms and their investors, offering advisory services in capital formation, capital markets and other capital-driven firm initiatives. Mr. Morgan is a partner and senior member of the management team heading Aviditi’s Liquidity Solutions business line.
Mr. Morgan grew up in Scarsdale, NY, and graduated Williams College in 1991 with a B.A. in History and Political Science, magna cum laude, and earned his MBA from Harvard Business School in 1998. He lives in Manhattan’s Upper East Side with his wife and three school-aged children.
Stefanie Batten Bland is a choreographic artist and artistic director of Company SBB. In 2012, New York Resident Magazine wrote that “…when it comes to tackling demanding subject matter, there are few choreographers as intellectually ambitious as Stefanie Batten Bland.” Her interdisciplinary creative practice is embedded in human relationships: she investigates people, our communicative choices and how we fit into space and place. Her work is situated at the intersection of installation and dance theatre in live performance settings.
In 2008 while head choreographer at the Paris Opera Comique, Stefanie founded Company SBB so that she could impact her local and global community. Her social and philosophical messages are visceral and accessible to a diverse public, enabling people to embrace emotional content from a place of kinetic empathy. Her works for stages and spaces have performed throughout Europe, Asia and the USA. Company SBB also creates for gala and VIP events such as Guerlain Perfumes, Van Cleef & Arpels, Louis Vuitton, SYTYCD-Poland and for the 2012 French Presidential gala in Cannes France.
As a performer SBB danced for Bill T. Jones/Arnie Zane Dance Company, Sean Curran Company, Angelin Preljocaj and Julie Taymor, Pal Frenak and Pina Bausch Tanz Theater Wüppertal, among others. SBB currently performs for PunchDrunk Sleep No More, teaches Dance-Theatre at Rutgers University and is completing her Master’s in Interdisciplinary Arts with a concentration in Performance Creation at Goddard College in Vermont.
Leonard (Len) Berman is a Senior Managing Director and Portfolio Manager at First Manhattan Co. with more than 20 years of experience in the investment industry. He provides wealth planning and investment management services for individuals, families, professional partnerships, business owners, and charitable trusts. Prior to joining First Manhattan, Len was a Research Analyst in Lehman Brothers’ Principal Investing Group and at Eton Park Capital Management.
Len holds a JD from Columbia Law School, an MBA from Columbia Business School, and an AB from Princeton University.
Len is actively involved at The Jewish Center, where he was previously an officer and currently serves on the Administrative Committee and as a trustee. Previously, Len was a longtime board member of Princeton’s Center for Jewish Life/Hillel.
Len, his wife, Lori Zeltser, and their three sons live on the Upper West Side.
James K. Finkel is a managing director and head of the Disputes and Investigations practice at Duff & Phelps, a leading financial advisory and investment banking services company. Previously, he was co-founder and CEO of Dynamic Credit Partners, LLC which managed a variety of funds totaling at its height approximately $5 billion. Prior to establishing DCP, Mr. Finkel was a Managing Director with Deutsche Bank in London. He is an avid wine collector and translates French books and articles on wine, is the Chairman of the Wine Committee at the University Club, and is a Chevalier du Tastevin and a Commandeur de Bordeaux and Commandeur des Costes du Rhone. His other charitable interests involve the Lymphoma Research Foundation and The Colorado College. Mr. Finkel received the Charles B. Stover Lifetime Achievement Award from University Settlement in 2011 for his efforts chairing seven annual wine dinners which have grossed over $5 million in donations.
Hale Gurland is a multi-disciplined artist. His work in sculpture are monumental pieces that go from the figurative to the abstract. His paintings follow the works in sculpture and use heavy colors against bright to achieve his ideas. He has been photographing around the world for over forty years capturing diverse cultures, their daily lives, conflicts and religions. His work has been shown in Europe, Asia, India, South America and North America. Mr. Gurland lives and works in New York City.
Ken C. Joseph, Esq. is a managing director and Global Leader of Duff & Phelps’ Disputes practice. He is also a Fellow in the Duff & Phelps Institute, providing thought leadership on a variety of financial services and regulatory matters, as well as Head of the firm’s Cryptocurrency Task Force. Ken focuses on serving clients who need informed and proven strategies to successfully navigate a broad spectrum of threats arising from investigations, compliance examinations, litigation, and crisis scenarios. Prior to joining Duff & Phelps, he served with distinction for a total of over 21 years at the U.S. Securities and Exchange Commission, including service as one of the inaugural supervisors in the Division of Enforcement’s specialized asset management unit, and most recently as a senior officer in the Commission’s Office of Compliance Inspections and Examinations. Ken holds a Juris Doctor degree from the University of North Carolina at Chapel Hill School of Law, a B.S., MBA, and post-graduate degrees in Marketing Management and International Finance from St. John’s University, New York. He also completed executive education programs at Georgetown University Law Center (through the SEC), and through Harvard University’s John F. Kennedy School of Government. He is admitted to practice law in the U.S. District Court for the Southern and Eastern Districts of New York, as well as in the States of New York and Connecticut.
Steve Perricone is the founder and Managing Partner of Pilot Mountain Ventures, a venture capital firm investing in early stage companies. Previously, Mr. Perricone served as a Managing Director and the Head of the Hedging and Monetization Group within the Equity Derivatives Division of Deutsche Bank. Mr. Perricone began his career as a technology consultant with Accenture in their Financial Services Group. He was involved in numerous bank mergers, advising clients on the many operational and technology challenges involved. Mr. Perricone has enjoyed living in New York’s East Village for over 20 years. He holds an MBA from Harvard Business School and a BA from Wake Forest University.
David E. Shapiro is a partner in the Corporate Department of the law firm of Wachtell, Lipton, Rosen & Katz. Prior to this, he held finance and business development positions at technology-based firms. He earned a BS in finance from the Wharton School and his J.D. from the University of Pennsylvania, where he was the recipient of the Peter McCall prize awarded to the first in the class.
Andrew is an Investment Associate at BC Partners, a leading international private equity firm. Prior, he advised on mergers and acquisitions transactions, most recently at Centerview Partners. Andrew Zhu graduated from Dartmouth College with a Bachelor of Arts in Mathematics and is bilingual, fluent in both English and Mandarin.
Paul W. Brandow
Heather S. Goldman