Leadership

Representing a majority of the equity ownership, Offit Capital is led by the firm’s collaborative senior leadership team of 14 partners.

Our organization, comprised of market veterans with experience from major Wall Street firms and leading investment institutions, sets the direction and ensures the firm’s values permeate all activities and interactions. Partners are responsible for all client relationships and management of investment portfolios – which we believe is a key differentiator. A flat organizational structure ensures all employees work collaboratively and cross-functionally to deliver creative, thoughtful solutions and develop strategies that optimize results.

Mark C. Abrahamsen

Partner, Client Advisory

22

YEARS of EXPERIENCE

22 years in capital markets and investment management

1/14

1/14

PREVIOUS

  • Casey, Quirk & Associates
  • Merrill Lynch
  • Deltec Asset Management
  • BDS Securities
  • State Street Research & Management Co.

EDUCATION

  • Bucknell University (BA)
  • University of Chicago (MBA)
  • Chartered Financial Analyst (CFA) 
  • Chartered Alternative Investment Analyst (CAIA)

Jyotsna V. Bean

Partner, Client Advisory

15

YEARS of EXPERIENCE

15 years in investment banking and investment management

2/14

2/14

PREVIOUS

  • UBS
  • Goldman Sachs
  • Professional tennis player, WTA Tour

EDUCATION

  • Princeton University (BA)
  • Columbia Business School (MBA)

Vito Campasano

Partner, Equity Research

12

YEARS of EXPERIENCE

12 years in equity research

3/14

3/14

PREVIOUS

  • Offit Hall Capital Management

EDUCATION

  • St. John’s University (BS)

Will Dixon

Partner, Director of Portfolio Strategy

15

YEARS of EXPERIENCE

15 years in capital markets and investment management

4/14

4/14

PREVIOUS

  • Memorial Sloan Kettering Cancer Center, Investments Office
  • UBS
  • Tewksbury Capital Management
  • United States Navy

EDUCATION

  • University of Southern California (BSc)
  • London Business School (MBA)

Margaret M. Gonzalez

Partner, Firm Administration

40

YEARS of EXPERIENCE

40 years in firm administration

5/14

5/14

PREVIOUS

  • Fox & Gibbons
  • Orion Royal Bank
  • Bankers Trust
  • Veritas Capital Management

EDUCATION

  • James Madison University (BBA)

Roshel Isakharov

Partner, Fixed Income Trader & Portfolio Manager

21

YEARS of EXPERIENCE

21 years in capital markets and fixed income management

6/14

6/14

PREVIOUS

  • Wells Fargo Private Bank
  • OFFITBANK
  • Morgan Stanley
  • Donaldson, Lufkin & Jenrette

EDUCATION

  • Queens College-CUNY (BA)
  • Chartered Financial Analyst (CFA)

Jessica Lin

Partner, Credit Research

15

YEARS of EXPERIENCE

15 years in capital markets and investment management

7/14

7/14

PREVIOUS

  • Larch Lane Advisors
  • Citigroup

EDUCATION

  • University of Pennsylvania-Wharton (BS)

Igal Litovsky

Partner, Client Advisory

15

YEARS of EXPERIENCE

15 years in private equity and investment management

8/14

8/14

PREVIOUS

  • Shamrock Holdings
  • Boston Consulting Group
  • Broadband Sports
  • Leo Burnett Company

EDUCATION

  • University of Chicago (BA); (MA)
  • Harvard Business School (MBA)

Daniel W. Offit

Co-Chief Executive Officer

24

YEARS of EXPERIENCE

24 years in capital markets and investment management

9/14

9/14

PREVIOUS

  • Offit Hall Capital Management
  • OFFITBANK
  • Goldman Sachs
  • Manufacturers Hanover Trust

EDUCATION

  • Dartmouth College (BA)
  • Johns Hopkins University, School of Advanced International Studies (MA)

Morris W. Offit

Chairman

57

YEARS of EXPERIENCE

57 years in fixed income management and capital markets

10/14

10/14

PREVIOUS

  • Offit Hall Capital Management
  • OFFITBANK
  • Salomon Brothers
  • Adjunct professor, Columbia Graduate School of Business

EDUCATION

  • John Hopkins University (BA)
  • University of Pennsylvania-Wharton (MBA)

Ned S. Offit

Co-Chief Executive Officer

25

YEARS of EXPERIENCE

25 years in capital markets and investment management

11/14

11/14

PREVIOUS

  • Offit Hall Capital Management
  • OFFITBANK
  • Bear Stearns

EDUCATION

  • Johns Hopkins University (BA)
  • Johns Hopkins University, School of Advanced International Studies (MA)

Dr. Todd E. Petzel

Chief Investment Officer

33

YEARS of EXPERIENCE

33 years in derivatives, economics and investment management

12/14

12/14

PREVIOUS

  • Azimuth Asset Management
  • Commonfund
  • Chicago Mercantile Exchange, Coffee, Sugar & Cocoa Exchange
  • Professor at Stanford University and Macalester College; lecturer at the University of Chicago
  • Author, Financial Futures and Options: A Guide to Markets, Applications and Strategies

EDUCATION

  • University of Chicago, (BA); (MA); (PhD)

Vincent M. Rella

Chief Financial Officer

30

YEARS of EXPERIENCE

30 years in accounting and finance

13/14

13/14

PREVIOUS

  • Carlyle Group
  • OFFITBANK
  • Eisner LLP

EDUCATION

  • Queens College-CUNY (BA)
  • Certified Public Accountant (CPA)

Jessica L. Trask

Partner, Client Advisory

16

YEARS of EXPERIENCE

16 years in investment management

14/14

14/14

PREVIOUS

  • Offit Hall Capital Management

EDUCATION

  • University of Maryland (BA)
  • Fordham University (MBA)