COHNREZNICK CAPITAL MARKETS SECURITIES - Key Persons
Job Titles:
- Associate
- Associate in CohnReznick Capital 's New York
Alex is an Associate in CohnReznick Capital's New York office. He focuses on financial modeling, due diligence, and ...
Job Titles:
- Managing Director
- Managing Director With
Andy is a Managing Director with CohnReznick Capital and is based in the San Francisco office. He provides transaction management and advisory services for clients in the Sustainable Energy sector including corporate and asset M&A, as well as tax equity and debt financing solutions to renewable energy projects with over $1B in project financing and $1.6B in enterprise value for corporate financing raised to date.
Andy was previously an Associate at Vert Investment Group where he was a key team member of a renewable energy merchant bank advising and investing in renewable energy projects with a focus on solar and wind.
Andy received a Bachelor of Arts in Government from the University of Texas at Austin.
Ayanna is the Director of Marketing at CohnReznick Capital and is based in the New York office. She is responsible for developing and executing the firm's marketing and branding strategy, overseeing content creation, and strengthening social and earned media positioning for the CRC brand. Ayanna has over 10 years of marketing and business development experience in financial services with a concentration in renewable energy.
Before joining CohnReznick Capital, Ayanna was the Marketing & Branding Manager for Greentech Capital Advisors, a global investment bank and asset management firm focused on sustainability. At Greentech, Ayanna was responsible for articulating the firm's marketing and branding strategy, procuring media engagements, and implementing thought-leadership campaigns. Her efforts helped facilitate three public equity fund launches and increased transaction volume for the firm. Prior to Greentech, she was the Marketing Manager at Utendahl Capital Management, a boutique asset management firm, where she spearheaded business development initiatives and focused on Investor Relations for the firm's private equity funds.
Ayanna earned a B.A. in Africana Studies from Cornell University.
Job Titles:
- Managing Director
- Partner
- Partner and Managing Director With
Britta is a Partner and Managing Director with CohnReznick Capital and leads the San Francisco office. She has 15+ years ...
Job Titles:
- Associate
- Associate in CohnReznick Capital 's New York
Calvin is an Associate in CohnReznick Capital's New York office. He focuses on financial structuring and modeling, due ...
Camilla is an Analyst with CohnReznick Capital based in the Westport Office. She focuses on financial modeling, due ...
Job Titles:
- Head of Market Research With
Colin is the Head of Market Research with CohnReznick Capital. He works collaboratively across the CRC team to provide ...
Job Titles:
- Partner
- Senior Managing Director
Conor McKenna is a Partner and Senior Managing Director at CohnReznick Capital. He has advised on over 125 renewable energy transactions across utility scale, distributed generation, and residential assets during his decade plus career. Conor provides strategic and transaction advisory services including platform and project M&A, corporate capital raising, and structuring, negotiating and financing tax equity and debt investments. Conor's renewable energy expertise has been honed working with the leading strategic, infrastructure and financial institutions. He has a strong relationship network and is adept at creating unique financing structures for energy companies, developers, power producers, and private equity/infrastructure funds.
Conor was the firm's first dedicated renewable energy banker. Prior to joining CohnReznick Capital, Conor worked in the Renewable Energy Structured Finance Group at Evolution Markets, focusing primarily on Renewable Energy Credits and Bundled PPA's. He was previously a member of EcoSecurities' investment team, where he helped manage large carbon project portfolios.
Conor received his MBA from Columbia Business School and his BA from Providence College. He is also a CFA charterholder.
Daniel is a Director with CohnReznick Capital based in the New York office. He provides advisory and transaction management ...
Darius is an Analyst with CohnReznick Capital based on the New York Office. He focuses on financial structuring and ...
Denis is a Director with CohnReznick Capital and is based in the Westport office. He provides transaction management and ...
Dev is an Analyst with CohnReznick Capital based in the New York office. He focuses on financial structuring and modeling, ...
Job Titles:
- Director of Operations, Finance, & Strategy
Dillon is the Director of Operations, Finance, & Strategy at CohnReznick Capital. He works with the executive ...
Dustin is an Analyst with CohnReznick Capital based in the New York office. He focuses on financial structuring and ...
Job Titles:
- Vice President
- Vice President With
Eric is a Vice President with CohnReznick Capital and is based in the San Francisco office. He provides financial modeling, ...
Ethan is an Associate with CohnReznick Capital based in the New York office. He focuses on financial structuring and ...
Gabriel is an Associate with CohnReznick Capital based in the San Francisco office. He focuses on financial structuring ...
Job Titles:
- Managing Director
- Partner
- Partner and Managing Director With
Gary is a Partner and Managing Director with CohnReznick Capital based in the New York office. He provides transaction ...
George is an Associate in CohnReznick Capital's New York office. He focuses on financial structuring and modeling, project ...
Job Titles:
- Vice President
- Vice President With
Hamilton is a Vice President with CohnReznick Capital and is based in the San Francisco office. He provides advisory ...
Hank is an Analyst with CohnReznick Capital based in the New York office. He focuses on financial structuring and modeling, ...
Iany is a Director with CohnReznick Capital and is based in the New York office. Since joining the Firm in 2011, she has ...
Job Titles:
- Managing Director
- Managing Director in CohnReznick Capital 's Baltimore Office
Jeff is a Managing Director in CohnReznick Capital's Baltimore Office. He has over 40 years of capital markets and investment banking experience across several industries, providing M&A, corporate finance, and strategic advisory services. He has closed over 150 transactions during his career, with a particular skill closing "tougher story" deals.
Prior to joining CohnReznick Capital, Jeff was a Managing Director at BDO Capital Advisors. He served previously as the Chief Executive Officer of FTI's wholly-owned investment banking subsidiary. He has also practiced at other Wall Street firms, including Legg Mason Wood Walker and Rodman & Renshaw. Jeff began his career in 1981 with Manufacturers Hanover Trust in the Corporate Banking Group and then did corporate finance work for Dun & Bradstreet from 1987 to 1992.
Jeff is a published poet and frequent writer and speaker at industry and university events - including Columbia Business School, Johns Hopkins, Darden School at UVA, and Wharton. Notably, he authored a chapter for the Thomson Reuters book Inside the Minds: Avoiding Financial Trouble and Thoughts on the Future. Recognized as one of the Top 100 Restructuring and Turnaround Professionals by the Turnaround Atlas Awards global program, Jeff has also been on the Lead League Tables dozens of times over the years.
Jeff received his M.B.A from Columbia University and a Bachelor of Arts from Yale University.
John is an Associate with CohnReznick Capital and is based in the New York office. He focuses on financial structuring and ...
Job Titles:
- Senior Associate
- Senior Associate in CohnReznick Capital 's New York
João is a Senior Associate in CohnReznick Capital's New York office. He focuses on financial structuring and modeling, due diligence, transaction management, and deal negotiation for renewable energy project finance and M&A transactions.
Before joining CohnReznick Capital, João was a Manager with EY's transaction advisory service line. He spent the first ten years of his career in engineering roles, most notably as an Independent Engineer at kW Engineering's New York office.
João received an MBA from IE Business School in Spain, as well as an M.S. in Mechanical Engineering with a concentration in Applied Thermodynamics and a B.S. in Mechanical Engineering from Instituto Superior Técnico in Lisbon.
João is fluent in Portuguese and English.
KC is a Vice President with CohnReznick Capital. He provides advisory services, including transaction management, financial ...
Job Titles:
- Business Development & Operations Associate
Kelly is a Business Development & Operations Associate at CohnReznick Capital based out of the Westport office. She focuses ...
Job Titles:
- Associate
- Associate in CohnReznick Capital 's San Francisco
Lea is an Associate in CohnReznick Capital's San Francisco office. She focuses on financial modeling, due diligence, and ...
Liam is an Analyst with CohnReznick Capital based in the New York office. He focuses on financial structuring and modeling, ...
Michael is a Managing Director with CohnReznick Capital based in the New York office. He provides advisory and transaction ...
Michael is an Associate with CohnReznick Capital based in the New York office. He focuses on financial structuring and ...
Michael is a Managing Director with CohnReznick Capital and is based in the Westport office. Since joining the firm in ...
Michelle-Lee is the Chief Compliance Officer at CohnReznick Capital. She is responsible for overseeing regulatory compliance for the firm.
Michelle-Lee is a seasoned compliance professional with over a decade of experience working alongside registered representatives and financial industry professionals to mitigate financial, regulatory and legal risks. Prior to joining CohnReznick Capital, Michelle-Lee was the Director of Compliance and AML Specialist for Maxim Group LLC, a full-service investment bank, securities and wealth management firm. While there, she helped to establish the compliance function for the firm's retail, institutional research and investment banking units.
Michelle-Lee currently holds multiple FINRA licenses, including the 7, 63, 24, and 65. She received her M.B.A. at St. John's University and her B.S. in Psychology from St. Joseph's College.
Job Titles:
- Vice President
- Vice President in CohnReznick Capital 's San Francisco
Neha is a Vice President in CohnReznick Capital's San Francisco office. She provides financial structuring and modeling, ...
Nick is a Research Analyst with CohnReznick Capital based in the New York office. He focuses on supporting research and ...
Job Titles:
- Partner
- Senior Managing Director
Nick is a Partner and Senior Managing Director at CohnReznick Capital based in the New York office. He has 16 years of experience in M&A and structured finance advisory with leading renewable energy companies and investors. Nick has served as financial advisor on more than 80 structured equity transactions, with projects ranging in size from 5MW to 500MW. He has a core focus on wind, solar and carbon capture & storage projects and platforms, with transaction experience covering the entire industry spectrum of residential solar, C&I distributed generation and utility scale projects.
Nick's recent transaction experience includes buy-side advisory for multiple pension funds and institutional investors covering the acquisitions of COD and operating wind and solar portfolios ranging from 500MW to 2GW per transaction. He has also advised on numerous PTC/ITC qualification transactions, allowing for the effective transfer of qualified equipment to new partnerships, and structured hold co tax equity partnerships, resulting in unitranche tax-efficient investment product offerings to solar project sponsors.
Prior to joining CohnReznick Capital, Nick was a Transaction Advisor in the Structured Finance Group at GE Energy Financial Services, focusing primarily on renewable energy investments in the U.S., Europe, Canada and Japan. Before that, he worked in the Transaction Services Advisory practice at KPMG's New York office providing accounting, tax and financial modeling services to renewable energy clients.
Nick has a Bachelor of Science in Accounting and Finance from Hartwick College and is a member of the American Institute of Certified Public Accountants.
Nico is a Director with CohnReznick Capital and is based in Chicago.
Nico has ten years of investment banking experience and he was previously an Executive Director in J.P. Morgan's Energy Investments division. During his tenure in this group, Nico structured and executed over $3.7 billion of tax equity investments across 17 utility-scale wind projects, 26 utility-scale solar projects, and over 37,000 residential solar systems representing 3,334 mega-watts of production capacity with nine different energy companies. Nico also structured and executed J.P. Morgan's first investment in utility-scale energy storage.
Nico started his career in syndicated and leveraged finance for Credit Agricole CIB and then J.P. Morgan. His key strength is working through complex tax and structuring aspects of transactions.
Nico is a CFA charter holder, has a Masters in Chemical Engineering and Materials Science from the European Engineering School of Chemistry, Polymers, and Materials Science in Strasbourg, France and a Masters in Strategy and Management of International Business from ESSEC Business School in Paris, France.
Patrick is an Associate with CohnReznick Capital based in the San Francisco office. He focuses on financial modeling, due ...
Philip is an Analyst with CohnReznick Capital based in the New York office. He focuses on financial modeling, due ...
Job Titles:
- Vice President
- Vice President in CohnReznick Capital 's New York
Ronak is a Vice President in CohnReznick Capital's New York office. He focuses on financial structuring and modeling, project due diligence, and transaction management for solar and wind project finance and M&A transactions.
Before joining CohnReznick Capital, Ronak worked as a Financial Analyst for Credit Suisse, covering financial valuations for Foreign Exchange and Rates Products across the EMEA and APAC regions. He previously worked with the Indian Government's Renewable Energy Industry as a Project Manager.
Ronak holds a Master's in International Affairs with a focus on Global Energy Policy and Management from Columbia University in New York. He graduated from BITS Pilani in India with a Master's in Economics and a Bachelor's in Mechanical Engineering.
Ronak is an Endeavor Foundation and Earth Institute Sustainable Development Fellow, recognized for his work on sustainable development projects in India and Ethiopia.
In addition to his native language Hindi, Ronak is fluent in English, Urdu, and Punjabi.
Roopak is a Director with CohnReznick Capital and is based in the New York office. He is primarily focused on corporate/platform M&A transactions and capital raising across the renewable energy industry.
Roopak has been with CohnReznick Capital for over 5 years and has over a decade of investment banking experience. He has executed over $1.5 billion of M&A and corporate capital raising transactions, including senior debt, mezzanine, preferred equity, and equity transactions. His experience includes working across a broad universe of institutional investors including private equity, venture capital, insurance / pension funds and family offices.
Prior to joining CohnReznick Capital, Roopak was a Senior Associate in Lazard's Private Placement Group where his responsibilities included due diligence, financial modeling, marketing and transaction execution. Prior to Lazard, Roopak spent several years at Raymond James & Associates helping support the firm's restructuring, debt placement and equity placement efforts. Roopak started his career as part of General Electric's Financial Management Program (FMP) and Corporate Audit Staff (CAS) where his assignments included financial planning & analysis, business development and internal audit.
Roopak graduated with a B.S.B.A in Finance from the University of Florida.
Job Titles:
- Senior Associate
- Senior Associate With
Sean is a Senior Associate with CohnReznick Capital and is based in the New York office. He focuses on financial modeling, due diligence, and transaction management for renewable energy tax equity, project finance, and asset/platform M&A transactions, notably involving large-scale distributed generation solar asset portfolios.
Before joining CohnReznick Capital, Sean was a Finance Associate with EnterSolar, a commercial solar developer, where he provided broad corporate finance, strategy, and modeling expertise to help scale the firm pre-acquisition. Prior to EnterSolar, Sean worked as a Senior Financial Analyst with Tendril Networks, an energy software startup, where he led strategic finance, corporate development, and equity restructuring initiatives. Prior to Tendril, Sean worked as a Financial Analyst with Kilowatt Financial, where he constructed debt and tax equity models for residential rooftop solar asset portfolios. Sean has also worked as an Investment Banking Analyst with Citigroup Global Markets, providing corporate and M&A advisory services to financial institutions.
Sean received a B.S. in Business Economics and Finance from New York University's Stern School of Business.
Sophie is an Associate with CohnReznick Capital based in the San Francisco office. She focuses on financial modeling, due ...
Job Titles:
- Human Resources Director
- HR Director With
Stephanie is the HR Director with CohnReznick Capital and is based in the New York office. She implements and manages firm wide talent-focused initiatives, our performance management approach, compensation program, employee engagement & development, and the recruiting/hiring process.
Stephanie is a seasoned HR professional with 18 years' experience in the human capital field. Before joining CohnReznick Capital in 2018, Stephanie was a HR Leader Mercer, a HR consulting firm in New York, where she managed and oversaw HR for multiple US and global practice areas for 4 years. Prior to 2014, she worked with Oliver Wyman Group, a management consulting firm, as a Regional HR Manager aligned to their North America functions.
Stephanie has her Senior Professional in Human Resources (SPHR) certification and is a certified Insights Discovery trainer.
Stephanie received her M.A. in HR & Organization Effectiveness from New York University and her B.S. in Finance and Marketing from University of Delaware.
Symba is an Analyst with CohnReznick Capital based in the New York office. She focuses on financial structuring and ...
Tathagat is an Analyst with CohnReznick Capital based in the San Francisco office. He focuses on financial structuring and ...
Tina is an Analyst with CohnReznick Capital based in the New York office. She focuses on financial structuring and ...
Tuuli is an Analyst with CohnReznick Capital based in the New York office. She focuses on financial structuring and ...
Job Titles:
- Senior Associate
- Senior Associate With
Xin is a Senior Associate with CohnReznick Capital and is based in the San Francisco office. She focuses on financial modeling, due diligence and transaction management for solar and wind project finance and M&A transactions.
Before joining CohnReznick Capital, Xin worked at Pegasus Tech Ventures as a Venture Capital Analyst, conducting company due diligence and financial analysis. Previously, she was an Analyst with Ouroboros Group, a Boston-based Private Equity shop.
Xin earned an M.A. in Economics and Finance from Brandeis University. She received her Bachelor of Management and Economics from Zhongnan University of Economics and Law.
Xin is fluent in English and Chinese.