Team

We’re a team of senior professionals who take our work, and your trust, personally.

Daniel W. Offit Fundarrow

Offit Capital is led by experienced partners – each of them equity owners of the firm – who are deeply involved in every client relationship and every investment decision.

You won’t find layers of bureaucracy here. Just a seasoned team committed to doing the right thing, the right way, every time.

We collaborate across the firm to bring clients:

Clarity

Clarity

Responsiveness

Responsiveness

Sound Judgment

Sound Judgment

Our
Leadership

Ned S. Offit
Igal Litovsky
Will Dixon
Morris W. Offit
Dr. Todd E. Petzel
Jyotsna V. Bean
Jessica Lin
Vincent M. Rella
Christina Stirling

Management committee members

Ned S. Offit

Chief Executive Officer

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Igal Litovsky

Co-President

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Will Dixon

Co-President, Chief Investment Officer

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Morris W. Offit

Chairman

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Dr. Todd E. Petzel

Chief Economist

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Jyotsna V. Bean

Partner, Client Advisory

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Jessica Lin

Partner, Research

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Vincent M. Rella

Chief Financial Officer

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Christina Stirling

Partner, Operations

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PARTNERS

Mark C. Abrahamsen

Partner, Client Advisory

Kevin Buchert

Partner, Client Advisory

Vito Campasano

Partner, Research

Allan Ganly

Partner, Research

Margaret M. Gonzalez

Partner, Firm Administration

Roshel Isakharov

Partner, Fixed Income Trader & Portfolio Manager

Colby McKenna

Partner, Client Advisory

Laura Tao

Partner, Research

Offit Capital is deeply committed to The Daniel W. Offit Fund to Fight Glioblastoma, a charitable fund we founded to honor our late co-founder and advance the search for a cure.

We help to underwrite its operations and research initiatives, enabling leading medical professionals to pursue promising therapies in the fight against this devastating disease. Learn more or join the cause at danielwoffitfund.org.

Join The Cause

Honoring a Legacy

Dan Offit passed away in 2021 after a courageous battle with Glioblastoma, the most aggressive form of brain cancer. Dan was known for his moral clarity, leadership, and uncommon generosity – qualities that continue to guide our firm every day.

100%

The Fund honors his legacy by supporting research and therapies with the greatest potential to lead to a cure. Led by a dedicated Scientific Advisory Board, it directs 100% of donations toward the fight against Glioblastoma.

Ned S. Offit

Ned S. Offit

Chief Executive Officer

30 years in capital markets and investment management


Previous
  • Offit Hall Capital Management
  • OFFITBANK
  • Bear Stearns

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

Igal Litovsky

Co-President

20 years in private equity and investment management


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

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

Will Dixon

Co-President, Chief Investment Officer

20 years in capital markets and investment management


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)
Morris W. Offit

Morris W. Offit

Chairman

63 years in fixed income management and capital markets


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

Education
  • Johns Hopkins University (BA)
  • University of Pennsylvania-Wharton (MBA)
Dr. Todd E. Petzel

Dr. Todd E. Petzel

Chief Economist

40 years in derivatives, economics and investment management


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)
Jyotsna V. Bean

Jyotsna V. Bean

Partner, Client Advisory

19 years in investment management


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

Education
  • Princeton University (BA)
  • Columbia Business School (MBA)
Jessica Lin

Jessica Lin

Partner, Research

19 years in capital markets and investment management


Previous
  • Larch Lane Advisors
  • Citigroup

Education
  • University of Pennsylvania-Wharton (BS)
Vincent M. Rella

Vincent M. Rella

Chief Financial Officer

40 years in accounting and finance


Previous
  • Carlyle Group
  • OFFITBANK
  • Eisner LLP

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

Christina Stirling

Partner, Operations

25 years in Investment Operations


Previous
  • York Capital Management
  • SAC Capital
  • Goldman Sachs

Education
  • Villanova University (BA)
Mark C. Abrahamsen

Mark C. Abrahamsen

Partner, Client Advisory

26 years in investment management


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)
Kevin Buchert

Kevin Buchert

Partner, Client Advisory

19 years in investment management and capital markets


Previous
  • Bear Stearns
  • Offit Hall Capital Management

Education
  • Brown University (BA)
  • Fordham University (MBA)
Vito Campasano

Vito Campasano

Partner, Research

20 years in equity research


Previous
  • Offit Hall Capital Management

Education
  • St. John’s University (BS)
Allan Ganly

Allan Ganly

Partner, Research

19 years in investment management and financial services


Previous
  • UBS
  • Gottex Fund Management
  • Constellar Capital
  • HSBC Private Bank

Education
  • NYU Stern School of Business (BS, BA)
  • Columbia University (MA)
  • Chartered Financial Analyst (CFA)
Margaret M. Gonzalez

Margaret M. Gonzalez

Partner, Firm Administration

43 years in firm administration


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

Education
  • James Madison University (BBA)
Roshel Isakharov

Roshel Isakharov

Partner, Fixed Income Trader & Portfolio Manager

25 years in capital markets and fixed income management


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

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

Colby McKenna

Partner, Client Advisory

12 years in investment management


Previous
  • Offit Capital

Education
  • University of Southern California (BA)
  • Chartered Financial Analyst (CFA)
Laura Tao

Laura Tao

Partner, Research

10 years in investment management and financial services


Previous
  • AllianceBernstein
  • Memorial Sloan Kettering Cancer Center, Investments Office
  • Oliver Wyman

Education
  • McGill University (BComm) (MA)
  • The Wharton School of the University of Pennsylvania (MBA)
  • Chartered Financial Analyst (CFA)

Privacy Notice

Provided in accordance with the Securities and Exchange Commission's rule regarding the privacy of consumer financial information (Regulation S-P).

Information We Collect

Offit Capital must collect certain personally identifiable financial information about its clients to ensure that it offers the highest quality financial services and products. The personally identifiable financial information which we gather during the normal course of doing business with you may include:

Information We Disclose

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. Nonpublic personal information means personally identifiable financial information and any list, description or other grouping of clients that is derived using any personally identifiable financial information that is not publicly available.

In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain nonaffiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information.

Confidentiality & Security

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

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