Leadership

Representing a majority of the equity ownership, Offit Capital is led by the firm’s collaborative senior leadership team of 15 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

24

YEARS of EXPERIENCE

24 years in capital markets and investment management

1/15

1/15

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

17

YEARS of EXPERIENCE

17 years in investment banking and investment management

2/15

2/15

PREVIOUS

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

EDUCATION

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

Vito Campasano

Partner, Equity Research

14

YEARS of EXPERIENCE

14 years in equity research

3/15

3/15

PREVIOUS

  • Offit Hall Capital Management

EDUCATION

  • St. John’s University (BS)

Will Dixon

Co-President, Co-Chief Investment Officer

18

YEARS of EXPERIENCE

18 years in capital markets and investment management

4/15

4/15

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

41

YEARS of EXPERIENCE

41 years in firm administration

5/15

5/15

PREVIOUS

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

EDUCATION

  • James Madison University (BBA)

Roshel Isakharov

Partner, Fixed Income Trader & Portfolio Manager

23

YEARS of EXPERIENCE

23 years in capital markets and fixed income management

6/15

6/15

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

17

YEARS of EXPERIENCE

17 years in capital markets and investment management

7/15

7/15

PREVIOUS

  • Larch Lane Advisors
  • Citigroup

EDUCATION

  • University of Pennsylvania-Wharton (BS)

Igal Litovsky

Co-President

18

YEARS of EXPERIENCE

18 years in private equity and investment management

8/15

8/15

PREVIOUS

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

EDUCATION

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

Colby McKenna

Partner, Client Advisory

10

YEARS of EXPERIENCE

10 years of experience in investment management

9/15

9/15

PREVIOUS

  • Offit Capital

EDUCATION

  • University of Southern California (BA)

Daniel W. Offit

Co-Chief Executive Officer

25

YEARS of EXPERIENCE

25 years in capital markets and investment management

10/15

10/15

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

61

YEARS of EXPERIENCE

61 years in fixed income management and capital markets

11/15

11/15

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

28

YEARS of EXPERIENCE

28 years in capital markets and investment management

12/15

12/15

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

Co-Chief Investment Officer, Chief Economist

38

YEARS of EXPERIENCE

38 years in derivatives, economics and investment management

13/15

13/15

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

38

YEARS of EXPERIENCE

38 years in accounting and finance

14/15

14/15

PREVIOUS

  • Carlyle Group
  • OFFITBANK
  • Eisner LLP

EDUCATION

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

Jessica L. Trask

Partner, Client Advisory

18

YEARS of EXPERIENCE

18 years in investment management

15/15

15/15

PREVIOUS

  • Offit Hall Capital Management

EDUCATION

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