Adam D. Benowitz ·
Randolph B. Cohen, Ph.D. ·
Carl Kleidman ·
Andy Merkatz
Jonathan D. Shane ·
Robert H. Thomson ·
Jess Jones, MD · John Crlencic
Christopher Wall ·
Firas Abi-Nassif ·
Oana Ciorbea · Antti William Uusiheimala
Yiting Liu · Ye (Sophie) Tao, CFA ·
Tianning (Tina) Yu, Ph.D. ·
Clare Duan
Jesse S. Gurevich · Jean Nina Wang ·
David A. Berger ·
James Murray
Lisa Snow, Esq. ·
Kim Gabriel, Esq. · Michael J. Mosiello, Esq. ·
David W. Benway
Robert J. Potvin, Jr. ·
Allan Rowe ·
Orit Carmiel ·
Rebecca Kerner
Adam D. Benowitz
Portfolio Manager; Co-Founder
Adam Benowitz co-founded Vision in 2003 and is responsible for directing the overall investment strategy of the Firm. Previously, he was the Head Trader for Rose Glen Capital and spent ten years in various senior trading and portfolio management roles at Apex Capital Management, Susquehanna Investment Group, The American Stock Exchange, RMS Associates, and Legg Mason Wood Walker. He holds a B.A. in Psychology from the University of California at Berkeley.
back to top
Randolph B. Cohen, Ph.D.
Advisor; Business Development; Risk Management; Financial Operations
Randy Cohen serves as an advisor to Vision, providing guidance and strategic direction on Risk Management, Business Development, and Financial Operations. He is an Associate Professor of Finance at the Harvard Business School and previously held positions as an Actuarial Analyst at several firms in addition to serving as the President of Boston Auto Brokers. He has published working papers on the subjects of Alternative Investment Management, Asset Pricing, and Finance. He holds a Ph.D. in Finance and Economics from the University of Chicago and a B.A. in Mathematics, cum laude, from Harvard University. He is a member of the American Finance Association and the European Finance Association.
back to top
Carl Kleidman
Director of Investments
Carl Kleidman brings 25 years of investment experience to Vision. He oversees Vision’s Investment Team and manages the overall structure and execution of each investment transaction. Prior to joining Vision, Mr. Kleidman was a Managing Director at Centrecourt Asset Management and ComVest Investment Partners, as well as Head of Investment Banking at Commonwealth Associates and Barington Capital Group. Mr. Kleidman holds a J.D. from Cornell University Law School and a B.S. in Public Accounting & Finance, magna cum laude, from Syracuse University.
back to top
Andy Merkatz
Technology; Energy
Andy Merkatz is a member of Vision’s Investment Team, specializing in Technology and Energy. Prior to joining Vision, he was the founder and Managing Partner of CountryRoad Capital and Managing Director and CFO of Verus Inernational, specializing in alternative public offerings. Additionally, Andy served as President and CEO of Predict It, Inc., a publicly traded internet software company, and Chief Operating Officer and Co-Founder of SiteSpecific, one of the first internet advertising agencies. Prior to his entrepreneurial ventures, Andy worked in private equity at Interlaken Capital. He holds an M.B.A. from Harvard Business School and B.A. in Economics, with distinction, from the University of Pennsylvania.
back to top
Jonathan D. Shane
Quantitative Analysis; Risk Management
Jonathan Shane brings 31 years of experience in quantitative risk management and analysis to Vision. He is a member of Vision’s Financial Operations Team and is responsible for Quantitative Portfolio Analysis and Risk Management. Prior to joining Vision, he was Managing Director, Head of Quantitative Trading, Quantitative Portfolio Manager, and Investment Systems Officer at TIAA-CREF. Jonathan also served as Vice President of the Bank of New York/Beacon Capital Management and worked at Dynamic Associates as a Senior Consultant. Jonathan has fulfilled all requirements except thesis for a Ph.D. in Finance and Economics at MIT and holds an M.S. in Management and a B.S. Mechanical Engineering from MIT.
back to top
Robert H. Thomson
Defense/Security, Industrials, Consumer Products
Rob Thomson is a member of Vision’s Investment Team, specializing in investments in Defense and Security industries. Prior to Vision, Rob was the Managing Director of The Arkin Group LLC, an international business intelligence firm specializing in providing investigative due diligence to Fortune 500 companies and asset managers.. Additionally, he worked as an analyst for Steel Partners LP and a Research Associate for the Council of Foreign Relations. Rob holds an M.B.A from the Harvard Business School and a B.A. in Eastern Asian Studies from Haverford College. He is currently a Term Member at the Council on Foreign Relations.
back to top
Jess Jones, MD
Medical Technology; Healthcare
Jess Jones is a member of Vision’s Investment Team, specializing in Healthcare and Medical Technology. Prior to Vision, he was a Research Associate at the Department of Neurosurgery at Columbia University and the Department of Radiology at the University of Utah. He holds an M.D. from Columbia University, an M.B.A from Columbia Business School, and a B.A. from the University of Utah, and is fluent in Spanish.
back to top
John Crlencic
Technology; Media; New Media
John Crlencic is a member of Vision's Investment Team, and focuses on
investment opportunities in Information Technology, Media and New Media.
Mr. Crlencic has a B.S. in Finance from Rutgers Business School.
back to top
Christopher Wall
Special Situations Consultant
Chris Wall is a member of the Vision’s Investment Team and focuses on the assessment, restructuring, monitoring and sale of distressed portfolio assets. In addition, he identifies and assesses new investment opportunities in financially distressed companies. Prior to joining Vision’s he was Director of Corporate Development for Organica AG, Director of Business Development for Harbor Technology Group, and an Associate for Scient Corp. Mr. Wall has a B.A. in Philosophy and Economics from Columbia University and serves as a Director on the board of 4 Elements, Inc. He is fluent in French and German.
back to top
Firas Abi-Nassif
Telecom; Technology
Firas Abi-Nassif is a member of Vision’s Investment Team, specializing in investments in Telecommunications and Technology. He began his career as a research and advanced development engineer at Motorola, Inc. Prior to Vision, he was a technology investment-banker at Credit Suisse, and a founding engineer of the public company Airvana, Inc. In addition, he served as Special Advisor to Edgar Masri, the President and CEO of 3Com Corp. He holds an M.B.A, cum laude, from Harvard Business School, an M.S. in Electrical Engineering from Northeastern University, and a B.E. in Computer and Communications Engineering, with distinction, from the American University of Beirut. He is fluent in Arabic and French and holds six international patents in the field of data communications networks.
back to top
Oana Ciorbea
Technology; Energy; European Markets
Oana Ciorbea is a member of Vision’s Investment Team, focusing on investments in Technology and Energy, as well as firms operating in Europe. Prior to joining Vision, Ms. Ciorbea worked as an Investment Banking Analyst at Citigroup. She holds a B.A. in Economics, magna cum laude, from Harvard University and is fluent in Romanian, French, and Spanish. back to top
Antti William Uusiheimala
Special Situations
Antti Uusiheimala is a member of Vision's Investment Team and focuses on
the diligence, assessment and monitoring of complex, unique deal
structures. Prior to joining Vision, he worked as an Associate Lawyer
at ACE Law Ltd and was Business Development Manager for CRF Health,
Inc., a software company servicing the pharmaceutical clinical trial
industry. He has an L.L.M. in Law and Economics from the University of
Helsinski, Finland, and an M.B.A. in Finance from the Rotterdam School
of Management, Erasmus University. Additionally, he served as a Sergeant
Major in the Finnish Armed Forces and fluent in Finnish and Swedish.
back to top
Yiting Liu
Emerging Markets – China
Yiting Liu is a member of Vision’s Investment Team and is responsible for investments in companies operating in Greater China. Prior to joining Vision, Ms. Liu worked at PepsiCo's Corporate Strategy & Development Group, The Boston Consulting Group, Morgan Stanley, and China International Capital Corporation. She has a B.A. in Applied Mathematics & Economics, cum laude, from Harvard University and is fluent in Mandarin.
back to top
Ye (Sophie) Tao, CFA
Emerging Markets – China
Ye (Sophie) Tao is a member of Vision’s Investment Team, specializing in investments in Greater China. Prior to joining Vision, she worked with the Ministry of Commerce of China in Beijing and Banc of America Securities. Additionally, she worked for NERA Economic Consulting and the Organization for Economic Cooperation and Development (OECD) in Paris. Sophie holds an M.P.A. from the Woodrow Wilson School of Public and International Affairs at Princeton University and a Bachelor of Laws from the University of International Business & Economics in Beijing. Sophie is a C.F.A charter holder and is fluent in Mandarin.
back to top
Tianning (Tina) Yu, Ph.D.
Emerging Markets – China; Healthcare
Tianning (Tina) Yu is a member of Vision’s Investment Team and responsible for investments in Healthcare Industry as well as firms operating in Greater China. Prior to Vision, she was a senior research scientist at Wyeth BioPharma and worked for Genzyme Biosurgery, Morgan Stanley, and Fidelity Asia Ventures in Hong Kong. She holds a Ph.D. in Chemistry from Princeton University, an M.B.A. from Harvard Business School, and a B.S. from The University of Science and Technology of China. Tina is fluent in Mandarin.
back to top
Clare Duan
Emerging Markets – China
Clare Duan is a member of Vision’s Investment Team, specializing in investments in Greater China. Prior to Vision, she worked as an Investment Banking Analyst at UBS. Clare holds a B.S. degree in Mathematics and Finance with honors from Boston College and is fluent in both Mandarin and Cantonese.
back to top
Jesse S. Gurevich
Deal Sourcing; Strategic Alliances
Jesse Gurevich is a member of Vision’s Investment Team, responsible for building Vision’s pipeline of investment opportunities. Prior to joining Vision, he was a Senior Vice President of Institutional Sales at UNX, Inc., a junior trader at UBS Warburg, and worked in Institutional Sales at Brut LLC. He holds a B.S. in Finance from the University of Rhode Island.
back to top
Jean Nina Wang
Deal Sourcing; Strategic Alliances
Jean Wang is a member of Vision’s Investment Team, where she interacts with a broad network of investment banks, private equity funds, and finders to source new investment opportunities. Before joining Vision, she was the Managing Director of West Coast Sales at Vintage Filings, LLC where she built strong relationships with Investment Banking and Venture Capital firms. Jean holds a B.A. in Economics from San Francisco State University.
back to top
David A. Berger
Controller
David Berger leads the Financial Controls and Operations Department at Vision. Prior to joining Vision, he worked at Rothstein Kass, Tapestry Asset Management, and Deutsche Bank in various roles relating to asset management accounting and financial reporting. He has a B.S. in Finance and Accounting from Villanova University.
back to top
James Murray
Trader
James Murray works in Trading and Execution at Vision and is responsible for monitoring positions as well as executing and clearing trades. Mr. Murray holds a J.D. from Brooklyn Law School and a B.A. in International Relations and Political Science, cum laude, from Canisius College.
back to top
Lisa Snow, Esq.
General Counsel; Chief Compliance Officer
Lisa Snow brings 20 years of legal experience to Vision, leading Vision’s Legal and Compliance Team as the Firm’s General Counsel and Chief Compliance Officer. Prior to joining Vision, she was the Vice President & General Counsel, Corporate & Tax Law for TIAA-CREF. She was also an Associate at Parker, Chapin, Flattau & Klimpl and Seward & Kissel. Lisa holds a J.D. from the University of Michigan Law School, and a B.A. in Economics, cum laude, from the University of Pennsylvania. She is a member of the New York State Bar.
back to top
Kim Gabriel, Esq.
Legal & Compliance
Kim Gabriel is a member of Vision’s Legal and Compliance Team. Prior to joining Vision, she worked at the United States Business & Industry Council Team and worked in legal and accounting roles at Williams, Mullen, Clark & Dobbins LLP; Orrick, Herrington & Sutcliffe LLP; and Relix LLC. She holds a J.D. from Columbia Law School and a B.A. in Political Science, cum laude, from Mary Baldwin College. She is a member of the New York State Bar.
back to top
Michael J. Mosiello, Esq.
Legal & Compliance; Financial Reporting
Michael Mosiello is a member of Vision’s Legal and Compliance Team, specializing in the legal and financial reporting obligations of the Firm. Michael holds a J.D. from Yeshiva University and a B.A. in Communications from Fordham University. He
is a member of the New York State Bar and a member of the New Jersey State Bar.
back to top
David W. Benway
Director of Business Development
David Benway is the Director of Business Development at Vision. He is responsible for the team that executes the marketing program and investor relations services, as well as new business projects and general firm-wide operations. David has more than 15 years experience on Wall Street, including Goldman Sachs & Co., BNP Cooper-Neff Group, Rose Glen Capital and Twin Securities. He has a B.A. in Government from St. Lawrence University and an MBA in Finance from New York University. David is an executive director of the Vision Opportunity China Fund Limited.
back to top
Robert J. Potvin, Jr.
Institutional Sales
Bob Potvin joined Vision’s Business Development Team with 17 years of experience in Institutional Sales. He is responsible for institutional sales, particularly among endowments and foundations. Prior to joining Vision, Bob served as co-Director of Mellon Asset Management’s Alternative Group and as Director of Sales, Marketing, and Client Service for the Mellon Growth Advisors (MGA) subsidiary. Additionally, he was Managing Director of Boston Safe Advisors, Inc. and Director of Planning Operations for Lincoln Financial Services, where he served as Managing Principal for their New England Operations. He holds a B.S. in Economics from the University of Pennsylvania.
back to top
Allan Rowe
Business Development – Projects and Analysis
Allan Rowe is a member of Vision’s Business Development Team. His primary focus is analyzing projects and strategic initiatives, as well as supporting marketing and financial operations within the firm. Prior to joining Vision he worked in Fixed Income Sales at Barclays Capital and served as an Officer in the U.S. Navy. He holds an M.B.A from Harvard Business School and a B.S. in Political Science from the United States Naval Academy.
back to top
Orit Carmiel
Investor Relations
Orit Carmiel is a member of Vision’s Business Development Team. Her responsibilities include cultivating and maintaining investor relationships and networks. Orit previously worked in Fixed Income Sales and Capital Introduction at RBC Dain and Banc of America Securities. She holds a B.A. in Political Science from Rutgers University and is fluent in Hebrew.
back to top
Rebecca Kerner
Sales Assistant
Rebecca Kerner is a member Vision’s Business Development Team. Her responsibilities include coordinating compliance related initiatives, managing internal data and performance statistics with regard to clients and portfolio companies, and supporting marketing and financial operations efforts. In addition to financial services, Rebecca has held several roles in the Public Relations and Event Planning Industries. She has a B.S. in Sociology from the University of Wisconsin.
back to top