Who We Are

Gary Shields is the Chairman and Managing Partner of Nassau Street Partners, where he spearheads the firm's strategic direction and directly leads all major initiatives. At the helm of the organization, Gary brings a wealth of experience with a distinguished career spanning nearly four decades in investment banking and venture capital.

Gary began his career in 1986 at LF Rothschild as a research analyst specializing in TMT stocks. In 1991, he joined the renowned investment bank Robertson Stephens as the Head of Environmental Services Investment Banking. Initially recruited as a Senior Research Analyst, Gary transitioned into the investment banking group, contributing to the firm's legacy as one of the "Four Horsemen" of investment banking.

Later in 1991, Gary became Head of Healthcare Investment Banking at The Chicago Corporation, where he drove innovative strategies in one of the most dynamic sectors of the market. In 1995, he co-founded Flemming, Lessard & Shields, a San Diego and San Francisco-based investment bank. As Managing Director, Gary advised hundreds of companies on M&A, divestitures, IPO planning, and capital formation.

Gary's expertise extends beyond investment banking into venture capital and corporate governance. He joined the board of Favrille in 2003, a biopharma company focused on immune system technologies, and played a pivotal role in its IPO and subsequent merger. Since 2020, he has served on the board of CureScience, guiding its partnerships and investments in cutting-edge diagnostics, regenerative medicine, and immunotherapy.

Today, under Gary's direct leadership, he also serves as a Managing Partner at AvTech Ventures, a San Diego-based investment bank and venture capital firm. AvTech is recognized for advising and investing in emerging growth companies from early stages through IPOs and M&A transactions. His hands-on management approach has built a track record of success in both domestic and international markets.

Gary's career reflects a deep commitment to innovation, strategic growth, and delivering exceptional outcomes for companies and investors alike. As the driving force behind Nassau Street Partners, his vision, expertise, and decisive leadership are instrumental in shaping the firm's direction and continuing to provide world-class advisory services to clients.

Gary is part of Nasau Street Partners (NSP) and registered with Nassau Street Securities (NSS), a registered broker-dealer and member FINRA/SIPC. All securities-related business and transactions are conducted solely through NSS.

Juan Moreno is a seasoned advisor and dealmaker with a distinctive advantage—his comprehensive experience across both buy and sell-side situations. As Managing Partner of Nassau Street Partners, a boutique capital advisory firm, he has spearheaded key deals across a wide array of verticals and transaction types. His ability to navigate both sides of the capital markets gives him a unique perspective when working with clients.

Prior to Nassau Street Partners, Juan Moreno honed his skills at Farad Investment Management S.A., a leading European asset manager in Luxembourg, working closely with high-net-worth individuals and family offices in the Benelux region. There, he helped deploy capital into innovative ventures, developing a keen understanding of investor dynamics and strategic capital allocation.

His experience further expanded on Wall Street in New York, where he held roles at the Royal Bank of Canada and Deutsche Bank within the investment banking division. At these institutions, he took part in a diverse array of debt and equity transactions, demonstrating his expertise across multiple asset classes and complex financial structures.

Juan Moreno’s unique blend of international and Wall Street experience, coupled with his proficiency in managing both the capital and strategic aspects of transactions, positions Nassau Street Partners as a competitive player in the boutique capital advisory space.

Juan is an employee of Nassau Street Partners (NSP) and registered with Nassau Street Securities (NSS), a registered broker-dealer and member FINRA/SIPC. All securities-related business and transactions are conducted solely through NSS.

Tim Morgan is a Managing Director & Partner at Nassau Street Partners, and the Head of Capital Markets of Nassau Street Securities, bringing four decades of experience across investment banking, capital markets, and strategic business development. Throughout his career, he has advised private and public companies, venture capital firms, and institutional investors on capital formation, financing strategy, and long-term value creation.

Prior to joining Nassau Street Securities, Tim held senior roles with leading financial institutions including Robertson Stephens, UBS, and Royal Bank of Canada, where he worked closely with venture-backed technology and healthcare companies navigating the public and private capital markets. His experience spans both debt and equity financings, as well as strategic advisory and corporate development initiatives.

Tim most recently served as Senior Managing Director at TerraNova Capital Equities, advising middle-market and emerging-growth companies on financing and capital markets transactions. He has also led strategic business development for an international private credit firm, developing relationships with family offices, institutional investors, and international development banks while working on structured transactions across global asset portfolios.

At Nassau Street Securities, Tim focuses on capital markets strategy, transaction execution, and developing institutional relationships to support the firm's clients across private and public markets.

Ron Reich is a Managing Director & Partner at Nassau Street Partners, where he advises corporate and emerging-growth clients on strategy and execution, strategic partnerships, and growth initiatives across technology, healthcare, real estate, and digital media.

Ron brings over two decades of leadership experience in venture investing, corporate development, and strategic transactions. He spent more than twenty years at Intel Capital, where he managed over half a billion dollars in acquisitions, venture investments, joint ventures, and new business formations that advanced Intel’s core computing and networking divisions. Earlier in his career, he was a strategy consultant with Booz Allen in New York, advising Fortune 500 clients on growth and market-entry initiatives across multiple technology verticals.

His transactional and strategic expertise spans cloud infrastructure, networking, wireless, video gaming, sports media, device hardware and software, and emerging applications in artificial intelligence and machine learning. Beyond technology, Ron is also an active real estate investor and advisor with TableRock Capital, an owner-operator of affordable and market-rate multifamily properties across the U.S. with over $1 billion in assets under management.

At Nassau Street Partners, Ron leverages his depth corporate development experience to help clients identify growth opportunities, structure strategic partnerships, and aims to unlock long-term enterprise value through disciplined execution and capital strategy.

Bill currently serves as a member of the Board of Advisors for Nassau Street Partners. He is also the Chairman & Chief Executive Officer for Pantages Capital Acquisition Corp (NASDAQ: PGAC) which is a special purpose acquisition corporation targeting a globally sourced business combination, where he has led the firm from inception through the recent IPO close for a total offering of $86.25 million. He also serves as a Member of the Board of Directors for ChampionsGate Acquisition Corp (NASDAQ: CHPGU), and a member of the Advisory Board for RestoreVault which is a Virtual Data Storage AI enabled SAAS firm. Bill has also been serving as the Managing Partner of Daedalus Analytics International, a boutique data-driven firm specializing in providing highly unique global strategic business intelligence for targeted innovation ecosystems.

He has deep experience in corporate finance, including cross-border M&A, international joint ventures, and technology licensing, particularly between the US, Europe, and China. He has been cited in various articles and conducted more than two dozen television, radio, and print interviews by the Wall Street Journal, Dow Jones Newswires, iFeng TV, China Business News TV, and other business outlets on various financial valuation and China business-related topics.

In prior capacities, Bill served as a senior leader in Ernst & Young’s Transaction Advisory Services – Corporate Finance practice, where his engagements spanned TMT, aerospace & defense, industrial products, among others. He was also a member of EY’s National Fairness Opinion Technical Review Committee. Previously, he spent 8 years based in China while serving as both City Leader and Country Head for a global financial advisory firm, leading offices in Shanghai, Beijing, and Hong Kong.

During his tenure in China, his client engagements for major multinational corporations spanned 20 of the 23 Chinese provinces, including more than 200 cities across China. His other Southeast Asian engagements include major transactions in Singapore, Vietnam, Malaysia, Thailand, South Korea, the Philippines, as well as Australia and New Zealand.

Bill is a former member of the White House staff with the Office of Science and Technology Policy (OSTP), serving the President’s Council of Advisors on Science and Technology (PCAST) and in the Directorate for Technology and National Security Affairs during stints under two separate Presidential Administrations of both political parties. He has also been an Economic Fellow under Commissioner Carol Crawford at the United States International Trade Commission (USITC), and on the consulting staff of the National Research Council at the National Academy of Sciences.

Bill is also a two-time finisher of the Ironman Triathlon endurance race and has trekked extensively throughout Asia, Africa, South America, New Zealand, and the US.

Steven currently serves as a Managing Director at Nassau Street Partners, where he advises clients on capital formation, and strategic financing across the energy and industrial sectors. He most recently served as Chief Financial Officer of Clean Energy Fund of Texas, a renewable energy finance firm deploying investment capital across Texas and sixteen additional states, where he secured $1.1 million in funding within six months, led the firm's inaugural external audit, and structured the acquisition of an initial $1.12 million portfolio of energy program loans. Prior to that, he spent four years as Chief Investment Officer of the Maryland Clean Energy Center, an energy finance and economic development institution catalyzing private investment in renewable energy and advanced energy technologies.

At the Maryland Clean Energy Center, Steven structured and executed financing strategies that converted approximately $14 million in public funding into more than $205 million in private projects, a 14.5x leverage multiple. He managed the firm's proprietary $15 million Climate Catalytic Capital Fund, launched a $16 million loan loss reserve program in partnership with a leading clean energy credit union and six major utilities, arranged $10.3 million in off-balance sheet, tax-exempt financing for institutional decarbonization projects, and leveraged $135 million in Commercial Property Assessed Clean Energy (PACE) financing state-wide.

In prior capacities, Steven built a career spanning nearly three decades in investment banking and corporate finance. He served as Managing Director at ACP Capital Markets, leading the firm's global corporate finance coverage of energy and industrial companies, and as Managing Director in Investment Banking at Canaccord Genuity, covering public and private energy and industrial companies across the U.S., Canada, and Latin America. He was previously Senior Vice President in Investment Banking at Duff & Phelps, Vice President in Investment Banking at Deutsche Bank, and an Associate at Jefferies, beginning his career in PwC's Corporate Finance Group. Across these mandates he executed debt, equity, and credit transactions in excess of $9.5 billion.

Steven also brings operating experience from both sides of the table. He served as Interim Chief Financial Officer of Aurotech Corp, a $55 million revenue federal contracting services firm, where he sat on the five-person executive leadership team and managed the strategic sale process to private equity. He was Chief Financial Officer of Global Energy Solutions, a $100 million revenue multi-site energy and industrial services company with 1,400 employees, leading lender negotiations across senior and subordinated credit facilities. Earlier, he served as Vice President of Investor Relations at Express Energy Services, sold to Apollo, and Vice President of Corporate Development at Total Safety, sold to Warburg Pincus.

Ed currently serves as a Managing Director at Nassau Street Partners, where he advises clients on capital formation, financial strategy, investor positioning, and institutional fundraising. He works with management teams to bring financial models, valuation frameworks, investor materials, and transaction data rooms to institutional standard, preparing companies to engage sophisticated family offices, fund managers, and sovereign wealth investors and navigate the financial and commercial scrutiny associated with institutional due diligence.

Ed brings more than two decades of experience across global asset management, quantitative investing, family office strategy, and capital markets. Prior to Nassau Street Partners, he spent seventeen years managing investment strategies with American Century Investments and Brevan Howard across London, New York, and Silicon Valley. His work focused on quantitative portfolio management across global financial markets, incorporating predictive analytics, artificial intelligence, machine learning, and systematic trading techniques into investment and risk-management strategies.

During his investment management career, Ed managed strategic currency and alternative asset hedging programs with exposures of up to $20 billion while working within investment organizations overseeing as much as $250 billion in assets. He led teams of more than twenty investment professionals operating across trading centers in New York, London, the San Francisco Bay Area, and Singapore, giving him extensive experience evaluating global markets, institutional portfolio construction, risk management, and the investment processes employed by sophisticated asset managers and family offices.

Ed also brings operating, technology, and governance experience from emerging industries. He is Chairman and Co-Founder of Tirion Twins, an AI-native geospatial technology company developing digital infrastructure twins for autonomous vehicle fleets, real estate, energy, and security applications. Tirion participates in the NVIDIA Inception program and combines artificial intelligence agents, geospatial computing, and large-scale public and private datasets to make complex physical infrastructure more visible, predictable, and actionable.

He additionally serves as a Board Member of Stellar Jet, a hydrogen-powered vertical-takeoff aircraft company, providing strategic and governance oversight as the company develops applications spanning advanced aviation, defense, and autonomous mobility. Through these roles, Ed brings to Nassau Street Partners a combination of institutional investor perspective, quantitative financial expertise, emerging-technology experience, and an understanding of how sophisticated investors evaluate ambitious companies seeking growth capital.

Joe currently serves as a Managing Director at Nassau Street Partners, where he leads the firm's nonprofit and social impact fundraising mandates, advising clients on philanthropic capital formation, institutional fundraising, donor development, and financial strategy. He works with nonprofit leadership teams, community foundations, and mission-driven organizations to structure fundraising campaigns, strengthen institutional donor relationships, develop philanthropic investment strategies, and position organizations to secure funding from family offices, private foundations, corporate philanthropies, and high-net-worth individuals.

Joe brings more than twenty-five years of experience across nonprofit leadership, institutional philanthropy, foundation management, and capital development. Prior to Nassau Street Partners, he held senior leadership positions at the Fond du Lac Area Foundation, Collaboratory, and Independence First, overseeing fundraising operations, donor engagement, organizational development, and strategic growth initiatives. His work focused on major gifts, planned giving, charitable fund development, corporate partnerships, and philanthropic investment strategies, helping organizations expand their funding capabilities while strengthening long-term relationships with individual and institutional donors.

During his nonprofit leadership career, Joe served as Executive Director of the Fond du Lac Area Foundation, where he oversaw substantial growth in foundation assets, established hundreds of charitable funds, and expanded the organization's geographic reach through regional affiliates. He subsequently served as Chief Philanthropy Officer at Collaboratory in Southwest Florida, overseeing philanthropy and programs, managing an extensive institutional donor pipeline, and directing fundraising initiatives across five counties. He has additionally served on more than twenty-five boards, including statewide and national community foundation leadership organizations, providing him with extensive experience in philanthropic governance, donor stewardship, and institutional capital allocation.

Joe also brings entrepreneurial, consulting, and organizational development experience across nonprofit and emerging business sectors. As Founder of JJB Consulting, he advised nonprofit and for-profit organizations on fundraising strategy, revenue development, corporate charitable initiatives, and organizational capacity building. His work also extended into early-stage investor relations, supporting capital formation initiatives involving individual investors, family offices, angel investors, and private equity relationships while developing charitable giving programs connecting commercial enterprises with philanthropic objectives.

He additionally served as Executive Director of For A Bright Future Foundation, overseeing strategic development across educational scholarships, financial literacy, youth leadership, and community advancement initiatives. Through these roles, Joe brings to Nassau Street Partners a combination of institutional philanthropic expertise, nonprofit executive leadership, foundation governance experience, and an understanding of how sophisticated donors and family offices evaluate mission-driven organizations seeking sustainable funding and long-term institutional support.

Richard Klein currently serves as a Managing Director at Nassau Street Partners, where he leads the firm's social impact and nonprofit fundraising mandates, advising clients on philanthropic capital formation, institutional fundraising, financial strategy, and strategic development. He works with nonprofit leadership teams, foundations, and mission-driven organizations to develop comprehensive fundraising strategies, structure capital campaigns, strengthen institutional donor relationships, and position organizations to secure funding from family offices, private foundations, corporate philanthropies, government agencies, and high-net-worth individuals.

Richard brings more than two decades of experience across nonprofit executive leadership, institutional fundraising, philanthropic development, and organizational strategy. Prior to Nassau Street Partners, he held senior leadership positions at the National Multiple Sclerosis Society, Providence House, WellLife Network, STRIVE, Fortune Society, and Blueprint for Change. His work focused on affordable and supportive housing, healthcare, workforce development, education, and human services, incorporating institutional donor engagement, government funding programs, corporate partnerships, and strategic fundraising initiatives into sustainable nonprofit growth strategies.

During his nonprofit leadership career, Richard served as Executive Director of the National Multiple Sclerosis Society's Greater New York City–Long Island Chapter, where he oversaw fundraising operations and cultivated relationships with major philanthropists, corporate partners, and institutional supporters. He previously served as Chief Development Officer at Providence House, directing capital development initiatives supporting affordable and supportive housing for women and families. His leadership across these organizations provided extensive experience in institutional fundraising, donor stewardship, nonprofit financial management, and the funding processes employed by sophisticated philanthropic organizations and government agencies.

Richard also brings extensive experience in public-sector funding, workforce development, and community-based social services. At WellLife Network, he secured institutional support for family services programs, while at STRIVE he developed private foundation relationships supporting workforce development and employment initiatives. His work at Fortune Society included securing municipal, state, and federal government contracts supporting housing, healthcare, education, and reentry services. Through these engagements, Richard developed a comprehensive understanding of government procurement, institutional grantmaking, and the financial structures supporting large-scale nonprofit programs.

He additionally held a leadership role at Blueprint for Change, overseeing statewide family resource center operations across Hawai‘i and supporting programs focused on children, families, and community development. Through these roles, Richard brings to Nassau Street Partners a combination of nonprofit executive experience, institutional fundraising expertise, government funding relationships, and an understanding of how sophisticated philanthropic investors evaluate organizations seeking sustainable capital. His experience strengthens the firm's ability to connect mission-driven institutions with strategic funding partners and advance initiatives addressing complex social and economic challenges.

Sam Collins is a Managing Director at Nassau Street Partners and a senior global capital markets executive with more than 25 years of leadership experience across private markets, wealth management, and cross-border capital formation. Over the course of his career, he has advised ultra-high-net-worth families, global family offices, private equity sponsors, and institutional investors on capital strategy, private market transactions, and strategic investment opportunities. His work has focused on connecting sophisticated investors with high-growth companies and complex investment platforms across North America and international markets.

Mr. Collins has held CEO, COO, Chairman, and Managing Director roles across regulated investment dealers, public companies, and private investment platforms. He is also the Co-Founder and Chief Executive Officer of CGR Ventures, a global advisory platform focused on supporting private companies, investment sponsors, and family offices with capital strategy, governance, and complex cross-border transactions.

Earlier in his career, Mr. Collins founded and led Creation Wealth Capital, a regulated Canadian investment dealer, where he served as Chief Executive Officer, Chairman, Chief Compliance Officer, and Ultimate Designated Person. In this role, he was responsible for building the firm’s national platform, overseeing regulatory governance, and leading advisor recruitment across Canada. He has also held senior leadership roles at Echelon Wealth Partners, CIBC Investments, Merrill Lynch Canada, and other leading investment firms.

Throughout his career, Mr. Collins has been directly involved in numerous public and private market transactions, including NASDAQ-listed SPAC platforms, private equity financings, and strategic acquisitions. At Nassau Street Partners, he focuses on capital formation, strategic advisory, and developing relationships with global investors to support the firm’s clients and transactions.

Sean Dillard brings a background in strategy consulting, operating leadership, and strategic finance to Nassau Street Partners. He works with founders and management teams on growth strategy, financial analysis, investor positioning, and the strategic decisions that shape capital formation and long-term enterprise value.
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Prior to Nassau Street Partners, Sean was a Consultant at Boston Consulting Group (BCG) in Atlanta, where he specialized in pricing and strategy within the Travel & Tourism sector. His work included developing sophisticated pricing and commercial frameworks for major travel businesses, identifying approximately $40 million in potential EBIT improvement for a national travel company, and supporting major U.S. airlines with analytical decision-making frameworks during the disruption caused by COVID-19. His experience at BCG developed a rigorous, data-driven approach to evaluating markets, business models, competitive positioning, and the underlying drivers of profitability.

Sean later held an operating role at Red Ventures, where he led a digital product with approximately $15 million in revenue and held responsibility for its P&L and growth investment decisions. Earlier in his career, he worked at Princeton Consultants in New York, where he supervised a team supporting a multibillion-dollar railroad technology program. Sean holds an MBA from the Stanford Graduate School of Business and a BS in Mathematics from Duke University.

Dr. Laurent Pacheco is a seasoned healthcare investor with over two decades of experience spanning science, business, and finance. As a Board Director of Nassau Street Partners, he brings a unique perspective that bridges medical expertise with investment judgment. His track record reviewing and backing healthcare ventures makes him a valuable driver of strategy for both the firm and its clients.

Laurent has been deeply involved in healthcare investing through Solas Bioventures, a U.S.-based venture capital firm, where he focuses on due diligence and portfolio strategy. He also serves as Chairman of the London Venture Capital Network and Managing Partner of the International Family Office Alliance for Health, positions that have placed him at the center of hundreds of early-stage opportunities in molecules, medtech, and digital health.

Earlier in his career, Laurent held senior roles in consulting and industry. He advised multinational healthcare and life sciences clients at PwC and later served as Head of Life Sciences at BearingPoint. He then became Managing Director at Syneos Health, where he oversaw medical affairs and market access on a global scale. These experiences ultimately inspired his transition into finance to better support innovation in healthcare.

Beyond his industry work, Laurent is an academic at King’s College London, where he lectures in health economics, and a frequent global speaker contributing to policy-making initiatives. A medical doctor with both a PhD and MBA, he trained at La Sorbonne-Paris, Oxford University, and King’s College London. In 2025, he was elected Fellow of the Royal Faculty of Pharmaceutical Medicine in the UK, underscoring his leadership at the intersection of science, business, and capital.

Shawn Townsend serves as a Head of Real Estate to Nassau Street Partners, bringing more than 25 years of leadership experience across commercial real estate, private equity, specialty finance, insurance asset management, and institutional investment platforms. Throughout his career, Shawn has built, scaled, and managed sophisticated investment businesses responsible for billions of dollars of real estate debt and equity investments, while developing innovative capital solutions for institutional investors, insurance companies, and alternative asset managers.

Most recently, Shawn served as President and Chief Investment Officer of Ease Capital, where he was responsible for overseeing investment strategy, portfolio construction, capital deployment, and organizational growth. Prior to Ease Capital, he served as Managing Principal and Head of Real Estate Credit Strategies at Blue Vista Capital Management, where he founded and led the firm's national real estate credit platform. Concurrently, he served as Chief Investment Officer and Executive Board Member of Stellar National Life, directing investment strategy and asset management initiatives for the insurance enterprise.

Earlier in his career, Shawn played a key role in the growth and expansion of Gramercy Capital Corporation, helping transform the organization from a newly public mortgage REIT into a multi-billion-dollar institutional real estate finance platform. Throughout his career, he has repeatedly established de novo lending, investment management, and structured finance platforms, creating scalable businesses that have generated substantial investment opportunities across multiple market cycles.

Shawn possesses deep expertise in commercial real estate lending, structured finance, capital markets, securitization, private credit, insurance company asset management, portfolio construction, mergers and acquisitions, and institutional capital formation. He has structured, originated, financed, and managed a broad spectrum of investments ranging from construction lending and bridge financing to opportunistic credit strategies, private equity investments, and complex structured products. His experience spans the full investment lifecycle, including origination, underwriting, asset management, financing, risk management, and capital raising.

Among his notable accomplishments, Shawn structured and managed construction loan portfolios exceeding $500 million in aggregate commitments and led the creation, issuance, and management of one of the industry's earliest commercial real estate collateralized debt obligation (CRE CDO) securitization vehicles designed to provide matched funding for a national bridge lending platform. Following the Global Financial Crisis, he played a leading role in structuring, pricing, and bidding on the inaugural Public-Private Investment Program (PPIP) loan pool transaction, helping establish market frameworks for distressed asset acquisitions during one of the most challenging periods in modern financial history.

In addition, Shawn launched and managed one of the early private equity-backed commercial real estate debt fund platforms focused on directly originated whole loans, providing institutional investors with access to attractive risk-adjusted credit opportunities. He also structured, launched, and managed a de novo life and annuity insurance company platform, integrating insurance liabilities with institutional investment strategies to create long-duration investment vehicles capable of generating sustainable returns across market environments.

Throughout his career, Shawn has earned a reputation for successfully building and scaling complex investment organizations, developing innovative financing structures, and cultivating long-term relationships with institutional investors, operating partners, lenders, and strategic stakeholders. His unique combination of investment management, operating leadership, capital markets expertise, and entrepreneurial execution enables him to provide valuable strategic guidance to both emerging and established businesses seeking growth capital, operational scale, and long-term value creation.

Shawn holds a Bachelor of Science in Finance from the Leonard N. Stern School of Business at New York University and remains actively engaged in advising investment managers, real estate operators, financial institutions, and alternative asset platforms on matters relating to growth strategy, capital formation, and institutional investment management.

Zoe Jupp brings a wealth of experience to her role as Head of Strategic Partnerships, where she is instrumental in connecting with a broad network of lenders and clients and spearheading initiatives for the firm. Before joining us, Zoe worked with the Financial Times, where she specialized in organizing conferences tailored for family offices and institutional investors across the UK and the Middle East. Her background in crafting high-level financial events has equipped her with unique insights into investor needs and market dynamics, making her an invaluable asset in fostering relationships.

Joe Hilsdon is a Director at Nassau Street Partners, where he focuses on raising capital for early-stage companies across venture and growth markets. Drawing on a strong background in executive search and private equity talent strategy, Joe brings a unique perspective to investor engagement—pairing sharp market insight with deep relationship-building experience. Prior to joining Nassau Street, he led the U.S. Private Equity Practice at Higher Group, placing senior leadership across top investment firms and PE-backed platforms nationwide. His earlier experience at The ONE Group honed his skills in financial recruitment and organizational scaling. Joe’s ability to connect high-potential founders with aligned capital makes him a key driver of successful fundraising outcomes.

Saul Friend is an accomplished Director at Nassau Street Partners, bringing a wealth of experience from his diverse background in corporate and investment banking, as well as client relations in the media sector. Saul’s career spans leading roles in London at prominent financial institutions, including Barclays, where he excelled in corporate banking, and Macquarie, where he served as an investment banking associate specializing in the commodities industry. His deep knowledge of the commodities sector and corporate finance allows him to deliver tailored, strategic insights to clients across various industries.

Before joining Nassau Street Partners, Saul was a Client Liaison Manager at the Financial Times, where he played a pivotal role in connecting C-Suite executives through high-impact conferences and events. His expertise in building and managing client relationships at the executive level has honed his ability to create valuable networks and partnerships that drive business growth and opportunity.

Saul’s unique blend of skills, from his experience structuring complex financial transactions to managing high-level client engagement, positions him as a versatile and strategic leader within Nassau Street Partners. His ability to navigate both the technical aspects of capital advisory and the interpersonal elements of client relations allows him to deliver exceptional results, making him a key player in the firm’s mission to provide world-class advisory services to its clients.

In his role as Director, Saul leverages his extensive network and industry knowledge to facilitate business development and foster strong client relationships, ensuring that Nassau Street Partners remains at the forefront of the capital advisory sector.

John Chamorro is a Senior Vice President in the Capital Markets division of Nassau Street Securities, LLC ("NSS"), where he is a registered representative. He works with corporate clients managing capital raises through private placements.

Working in capital markets for the past six years his experience spans the full lifecycle of transactions from initial strategy and preparation through execution and closing. He has progressed from analyst roles at established firms to senior leadership positions responsible for executing and placing both debt and equity transactions, as well as supporting sell-side M&A mandates. He has also played a role in launching a public bond offering and has worked with companies across a broad range of industries, with particular depth in healthcare, artificial intelligence, emerging technologies, and other high-growth markets.

Before entering financial services, John spent five years in the restaurant and wine business. He was Wine Director for Bonura Hospitality Group in New York's Hudson Valley, and was a floor sommelier at the Wine Spectator Greystone Restaurant at the Culinary Institute of America in Napa Valley. He is a Certified Sommelier of the Court of Master Sommeliers.

In his career he has helped build and scale teams from inception, growing organizational capacity while increasing overall production. His approach combines institutional-level transaction experience with a strong emphasis on client relationships, strategic execution, and developing high-performing teams.
He holds a Series 79, Investment Banking Representative, and Series 63 FINRA licenses. Bilingual in English and Spanish, he maintains a strong interest in travel, culture, and the global perspectives that inform his work and relationships.

Sebastian is a Vice President at Nassau Street Partners, where he advises founder-led and growth-stage companies on capital strategy, investor positioning, and fundraising execution across private markets. He works closely with management teams to structure raises, assess investor fit, and guide disciplined processes with family offices, high-net-worth investors, and strategic capital.

Prior to joining Nassau Street Partners, Sebastian gained experience working alongside private capital in a family office environment, supporting the evaluation and positioning of investment opportunities across founder-led operating businesses. Earlier in his career, he held senior commercial roles within high-growth companies, managing complex, high-value transaction processes and long-cycle decision-making with sophisticated counterparties. His combined exposure to investor decision frameworks and commercial execution enables him to bridge operating realities with investor expectations throughout the capital raise lifecycle.

Adam Sulik is a Vice President at Nassau Street Partners. He specializes in positioning opportunities for family offices, high-net-worth individuals, and strategic investors, with a particular emphasis on aligning capital with tangible asset-backed and technology-enabled growth stories.

Prior to joining Nassau Street Partners, Adam built a strong track record in property investment, structuring and closing transactions across UK real estate markets with a focus on yield-driven and value-add opportunities. He later transitioned into private equity within the AI sector, gaining exposure to acquisition strategy, deal execution, and investor positioning in emerging technology markets. This combination of real estate fundamentals and AI-driven scalability gives him a differentiated lens when advising founders on capital strategy.

Adam’s strength lies in translating complex business models into clear, investor-ready narratives that resonate with capital allocators. His ability to bridge traditional asset classes with next-generation technology opportunities positions him as a key driver in sourcing, structuring, and closing high-quality transactions at Nassau Street Partners.

Matt Chubb is a Vice President at Nassau Street Partners, bringing a background in operational leadership across the food & beverage, hospitality, entertainment, and sales industries. Before joining the firm, he oversaw regional, multi-site operations, leading teams while managing commercial performance, EBITDA, and capital investment projects. His experience working closely with business owners and senior leadership gives him a commercially grounded perspective on business growth and execution.

Harry Galvin is a Vice President at Nassau Street Partners, bringing a background in client portfolio management and strategic advisory across technology, financial markets, and alternative investment sectors. Before joining the firm, he managed multi-market client relationships end to end, from initial engagement through structuring and execution, working directly alongside founders and senior leadership to guide critical decisions. His experience advising principals through high-stakes, high-value transactions gives him a commercially grounded perspective on qualification, negotiation, and execution across the capital raising process.

Peter Davies is a Vice President at Nassau Street Partners, where he advises founder-led and growth-stage companies on strategy, positioning and partnerships. He works alongside founders and executive teams to build clear, credible narratives and bring a disciplined, high-quality advisory approach to every engagement.

Before Nassau Street Partners, Peter worked on the operating side of the market. At Land Profits he originated and set up joint ventures in UK land and planning, assessing sites, modelling outcomes across the planning cycle and bringing partners into value-add development opportunities, working across origination, analysis and relationship management. Prior to that he was an FX Dealer and Account Manager at Oval Peak Partners in London, where he managed a portfolio of corporate and institutional relationships, provided market insight and assisted treasury teams on risk mitigation

Jake Ballin is a Vice-President at Nassau Street Partners, where he focuses on capital advisory, investor engagement and transaction origination across private markets. Prior to joining Nassau Street Partners, Jake worked at a boutique banking advisory across capital markets and M&A. Jake’s background spans private investments, venture investing and founder-level advisory. This experience provides him with a well-rounded perspective on capital formation, investor dynamics and the strategic considerations involved in executing transactions.

Andy Spencer is a Vice President at Nassau Street Partners. He specializes in positioning early-stage and emerging growth companies for family offices, high-net-worth individuals, venture investors and strategic capital.

Andy brings a strong background across both equity and debt capital markets, with a focus on seed and early-stage financings. Having worked on both sides of the table, he understands how founders think about dilution, runway and long-term value creation, and how investors underwrite risk, evaluate structure and make allocation decisions. This dual perspective allows him to match the appropriate instrument to the appropriate investor, whether through priced equity, convertible structures or debt-based solutions.

At Nassau Street Partners, Andy focuses on originating transactions, shaping investor-ready narratives and guiding companies from initial positioning through to close. His ability to translate emerging business models into clear, credible opportunities for sophisticated capital allocators makes him a key contributor in sourcing, structuring and executing high-quality financings.

Gresham is a Vice President at Nassau Street Partners, where he advises founder-led and growth-stage companies on capital strategy, investor positioning, and fundraising execution. He works closely with management teams to develop clear investment narratives and engage family offices, high-net-worth individuals, venture capital, and strategic investors.

Prior to joining Nassau Street Partners, Gresham built experience across enterprise technology, SaaS, financial services, and digital assets. He worked with high-growth technology companies on complex software and technology requirements involving significant contract values, alongside exposure to technology intelligence, market data, and buyer intent. He has worked alongside venture capital investors in the DeFi sector, gaining experience across emerging financial infrastructure and blockchain-based technologies. His combination of technology and digital asset experience enables him to bridge operating realities with investor expectations throughout the capital raising process.

Jonny Slater is a Vice President at Nassau Street Partners. He works with founders and business owners seeking growth capital, helping them position their businesses for investment from family offices, high-net-worth individuals, and strategic investors.

Prior to joining Nassau Street Partners, Jonny spent six years at Deloitte, advising multinational corporations on complex international M&A and restructuring. His experience includes involvement in billion-dollar cross-border transactions, corporate restructuring projects, and advisory work for FTSE 100 and major US-listed companies. During this time, he worked closely with senior management teams across a range of industries, including technology, financial services, and manufacturing.

Jonathan brings his experience working with some of the world’s largest companies to the lower-middle market, helping founders navigate the challenges of raising capital. His background gives him a strong understanding of how businesses operate, how major financial decisions are made and what sophisticated investors look for when evaluating opportunities.

Tom is a Vice President at Nassau Street Partners, bringing experience across asset management and the healthcare sector, with a strong background in relationship management, client engagement and commercial development.

His career has involved building and nurturing trusted relationships, understanding complex client requirements and connecting organisations with tailored solutions. With experience working across professional and highly regulated environments, Tom brings a thoughtful, commercially focused approach, combining strong communication skills with an understanding of both financial markets and the capital raising process.

Amillio Sharifi is a Vice President at Nassau Street Partners, specializing in capital markets advisory, strategic positioning, and private capital solutions for founder-led and growth-stage companies. He works closely with founders and executive teams to develop compelling investment propositions and establish relationships with family offices, institutional investors, and strategic capital partners. His experience across financial services and commercial advisory brings a disciplined, relationship-driven approach to helping businesses access capital and achieve long-term growth.

Sean Hazelton is a Vice President at Nassau Street Partners, advising founders and management teams on capital raising, debt advisory, and strategic financing initiatives. He helps clients evaluate their capital needs, articulate their investment case, and align financing strategies with their commercial objectives.

Previously at Yanne Capital, Sean worked across capital raising and debt advisory engagements for growing businesses, with experience spanning equity financing, debt structuring, and investor engagement. His work included evaluating financing alternatives, developing investor-facing narratives, and positioning opportunities for family offices, institutional investors, and private capital providers. He brings particular insight into real estate and asset-intensive businesses, Artificial Intelligence and software-intensive businesses, as well as a large knowledge base of general areas.

Sean is an experienced, results-driven, and multi-talented professional. He is a growth-focused operator and partnerships specialist working at the intersection of emerging technology, and has helped a wide variety of businesses that operate in the fields of his expertise. He has worked individually or with cross-functional teams, often as a leader. He is proficient in analysis, communications, and execution with an exceptional ability to take a complex (or simple) knowledge base, synthesize it into a relevant summary, and explain it clearly to a variety of audiences, in writing or orally.

Stanley Hitchcock is a Vice President at Nassau Street Partners, bringing experience across private capital markets, capital structuring, and the execution of complex financing transactions.

Prior to joining Nassau Street Partners, Stanley worked across capital advisory and lending, gaining experience in originating, structuring, and executing transactions across a range of industries and capital structures. His background provides a strong understanding of investment underwriting, risk assessment, and the decision-making processes of institutional investors and capital providers.

At Nassau Street Partners, Stanley focuses on capital raising, strategic advisory, and transaction execution across both debt and equity markets. He works closely with businesses, investors, and capital providers to structure tailored financing solutions, aligning clients’ strategic objectives with investor requirements and prevailing market conditions.

Josh Saunders is an Associate at Nassau Street Partners, where he supports founders and management teams at the front end of the capital raise, identifying and qualifying opportunities and shaping how they are positioned to investors.

Prior to joining Nassau Street Partners, Josh gained experience across B2B media licensing, automotive sales, recruitment and Amazon wholesale, developing a strong foundation in business development, consultative sales and relationship management. Working across varied commercial environments gave him a broad understanding of client engagement and decision-making, experience he now brings to his work supporting founders and management teams through the capital-raising process.

Ethan Calvert is an Associate at Nassau Street Partners, where he supports founders and management teams at the front end of the capital raise, identifying and qualifying opportunities and shaping how they are positioned to investors.

Prior to joining Nassau Street Partners as an Analyst, Ethan worked in wealth management, gaining early exposure to private client portfolios and long-term capital allocation. That experience shaped his understanding of how capital gets allocated and why investors commit, a perspective he brings to the companies he works with today.
Ethan holds a BSc in Economics from the University of Bristol.

Caitlin Hill is an Associate at Nassau Street Partners, where she supports founders and management teams at the front end of the capital raise, identifying and qualifying opportunities and shaping how they are positioned to investors.

Prior to joining Nassau Street Partners, Caitlin worked as a design consultant, leading clients through full-scale design projects from initial concept through to completion. Her approach was built on close, one-to-one client relationships — taking the time to understand a client's priorities and budget in detail and translating them into a finished result they were proud of, which consistently ranked her among the top-performing consultants in her region. Earlier in her career, Caitlin worked in luxury fashion as a personal shopper and stylist, sourcing curated pieces across fashion, accessories and jewellery for a select roster of high-net-worth clients — an environment that sharpened her eye for detail and her ability to build trust quickly with discerning clients.

Bradley Cousins is an Associate at Nassau Street Partners. Prior to joining Nassau Street Partners, Bradley worked in business development within the digital assets sector, where he identified prospective clients and assessed their needs. Earlier in his career, he ran a marketing agency, overseeing client acquisition, selling lead-generation services and managing the company’s operations. This combination of sales experience and data-led decision-making enables him to evaluate opportunities, understand commercial objectives and contribute meaningfully to capital-raising engagements.