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Meet The Team Behind ITE Management.

Leading industrial transport across investment and operations.

ITE’s firm leaders combine expertise in investment management, entrepreneurship, and private equity across assets, portfolio-construction, and risk. The team is built to blend operating skills across asset verticals with cross-functional financial and strategic support.

Executive Leadership
Jason Koenig
Co-Founder, Managing Partner
David Smilow
Co-Founder, Partner
James Unger
Co-Founder, Senior Operating Partner, Rail
Operating Verticals
Rail
Peter Appel
Managing Director, Rail
Steven Unger
Operating Partner, Rail
Dan DiStefano
International, Rail
Peter O’Malley
Analyst, Rail
Eric Eng
Asset Management, Rail
Bill Finn
Engineering & Operations Oversight
John Smith
Maintenance & Operations Oversight
Aviation
Mark Olexy
Managing Director, Aviation
John Shavinsky
Operating Partner, Aviation
Dale Zarb
Analyst, Aviation
Containers
Jennifer Polli
Managing Director & Senior Operating Partner, Containers
Investments
Matthew Brand
COO, Investments & Debt Capital Markets
Adam Alpert
Managing Director, Risk Management
Joel Biran
Managing Director, Strategic Transactions
Seve Franceschelli
Vice President, Investments
Chris Rieman
Vice President, Debt Capital Markets
Michael Crapotta
Investment Associate
Caleb Dostal
Investment Associate
Taha El-Magbri
Investment Associate
Morgan Macey
Investment Associate
Michael Mont
Associate, Risk Management
Business Development & Investor Relations
Mark Olexy
Managing Director, BDIR
Tod Trabocco
Managing Director, Strategy & Research
Anna Thurston
Vice President, BDIR
Meredith Gano
Associate, BDIR
Finance & Accounting
Lisette Farah
Chief Financial Officer
Elliot Becker
Managing Director, Tax
Daniel Lee
Controller
Shenhui Fang
Senior Accountant
Hedy Tong
Senior Accountant
Kevin Lowe
Financial Planning & Analysis
Jerry Li
Financial Planning & Analysis
Jatin Singh
Accountant
Technology & Data
Naima Jinnah
Chief Operating Officer, ITE Labs
Konstantinos Vamvourellis
Data Scientist
Morgan Garcia
Senior Data Engineer
Jocsan Gonzalez
Data Analyst
Legal & Compliance
Hayley Stein
General Counsel & Chief Compliance Officer
Organizational Management
Stephanie Leichter
Chief Administrative Officer
Joseph Gervasi
Information Technology Manager
Elizabeth Castellon
Office Project Manager

Jason Koenig

Co-Founder, Managing Partner

Jason Koenig has spent his career working in private equity and asset management as both a principal investor and an advisor. As a principal investor at Hale Capital Partners, Avenue Capital, and Versa Capital Partners, Jason led investments targeting undervalued or distressed companies and assets where he took an active role in working with management to execute on their operating and growth plans. His investments ranged across a variety of industries including industrial, manufacturing, metals, mining, financial, telecommunications, robotics, and consumer and retail. Prior to his investment career, Jason worked at Kirkland & Ellis and Cooley Godward, specializing in mergers and acquisitions, leveraged buyouts, bankruptcy acquisitions, and general corporate law.

Education

Jason earned an M.B.A. from the Wharton Business School, a J.D. from the University of Michigan Law School and a B.B.A. from the University of Michigan. He has served on and advised both profit and not-for-profit boards and lectured at the Wharton Business School.

David Smilow

Co-Founder, Partner

David Smilow throughout his career has successfully built companies and investment management businesses and managed portfolios of alternative fixed income assets and secured investments, including railcars, real estate securities, and distressed assets. David founded and served as Chairman of Jefferson National Financial (“JNF”), an insurance company with over USD $2 billion of assets, which was sold to Citibank in 2011. In addition, David co-founded, and served as Chairman, CEO and CIO of TeleBanc (now E*Trade Bank), which became the largest Internet bank worldwide before its sale to E*Trade in 1999. Prior to founding TeleBanc, he began his career as a fixed income portfolio manager and trader at Goldman Sachs and Drexel Burnham Lambert.

Education

David received a B.A. from Johns Hopkins University and an M.B.A. from Harvard Business School. He serves on numerous non-profit and corporate boards and lectures at Harvard Business School.

James Unger

Co-Founder, Senior Operating Partner, Rail

James Unger has over 40 years of diverse business experience in the construction of facilities, manufacturing, selling, financing and full service leasing of rail transportation equipment. James co-founded American Railcar Industries, Inc. and served as President and Chief Executive Officer of American Railcar Industries, Inc. from 1995 to 2009. At ACF Industries Inc. he served as its President from 1988 to 1995 and as its Senior Vice President, Chief Financial Officer from 1984 to 1988 and on its board of directors from August 1993 to March 2005. He managed the railcar leasing and fleet services division and expanded ACF’s lease fleet division to one of the industry’s most diverse and profitable companies. James previously worked for Price Waterhouse and Co. from 1970 to 1973 and is a CPA (retired status) licensed in the state of Missouri. He is one of the founders of Ohio Castings LLC, a partnership between Greenbrier Companies and Amsted Industries. The partnership owns and operates manufacturing facilities that produces cast undercarriage equipment for the railcar building industries.

Education

James received an undergraduate degree in Business Administration from the University Of Missouri (Columbia).

Peter Appel

Managing Director, Rail

Peter Appel has worked in financial services for 20 years, the majority of which involved in banking and fixed income securities. Most recently, Peter served as a Director of Credit for E*TRADE bank’s $20B Securities portfolio. Prior to that, Peter was Director of Secondary Marketing for E*TRADE bank, which involved managing an origination platform of first and second lien mortgages. Prior to that, Peter served as VP of Business Development for Jefferson National Financial. Peter began his career as a portfolio manager for TeleBanc’s $5B bank portfolio, the first and largest internet bank until its sale to E*TRADE in 1999.

Education

Peter earned his B.A. from Franklin Pierce College.

Steven Unger

Operating Partner, Rail

Steven Unger has over 25 years of experience ranging across corporate finance and accounting and rail business management, including operations, portfolio construction, and transactions. Most recently, Steven was President and Chief Commercial Officer at American Industrial Transport, Inc. (“AITX”) overseeing their leasing and repair business. Prior to AITX, Steven was CFO of American Railcar Leasing, a private railcar leasing company owned by Icahn Enterprises, where he was directly responsible for the execution of over $2.5B in securitized railcar financing and involved in the active management of over a 45k car fleet. Steven began his career as a Supervising Accountant at KPMG.

Education

Steven holds an MBA from Washington University in St. Louis, Olin Business School and a BA in Accounting and Finance from Miami (Ohio) University and is a CPA.

Dan DiStefano

International, Rail

Dan DiStefano has over 40 years of Rail operations experience in both North America and Europe that involved General Management, leasing, and maintenance for both rail cars and locomotives. Most recently, Dan was the President of CIT Rail Europe (NACCO). He was responsible for the acquisition integration and the leadership of the company’s growth in the European market. He oversaw and managed 62 employees in 6 different countries. Dan was Chairman and Director of 6 European legal entities. Under Dan’s leadership the European business grew over 60% in 4 1/2 years. During his career Dan was the SVP & GM of CIT’s locomotive group where he developed a new portfolio approach that allowed the company to expand its customer base and increase utilization to over 95%. Dan developed account management sales strategies for Siemens which opened the doors for Siemens in the North American Freight Rail and was the EVP & GM for Alstom’s manufacturing business in Montreal Canada.

Peter O’Malley

Analyst, Rail

Peter O’Malley has been focused on railcar maintenance operations and efficiency since 2015 and has over a decade of experience developing and improving processes through the lenses of safety, quality, delivery, and cost. Most recently, he was a Continuous Improvement Manager at GATX where he worked with leadership to develop operational strategy and deployed that strategy across the maintenance function by working hand-in-hand with front-line workers both in the office and on the shop floor. Prior to GATX, Peter held roles in quality assurance, process engineering, and project management in the automotive manufacturing industry.

Education

Peter holds a B.S. in Chemical Engineering form the University of Notre Dame.

Eric Eng

Asset Management, Rail

Eric has been working in the financial services industry for over 3 years. Starting his career at J.P. Morgan in a rotational program focusing on process improvement, project management, business analytics and risk & control. After completing the program, Eric joined a team supporting the commercial bank and was responsible for management reporting & data/financial analysis.

Education

Eric earned a B.S. in Finance from the University of Illinois at Urbana-Champaign.

Bill Finn

Engineering & Operations Oversight

Bill Finn has over forty years of business experience in various financial, technical, operating, and engineering management roles in the rail industry. Mr. Finn served as Vice Chairman of Railway Supply Institute Committee for Tank Cars from 2005-2016, President and CEO of ACF Industries from 2005-2007, Executive Vice President at ARI from 1994-2005, Vice President and President of ACF Industries & Corbitt Holding Company, respectively from 1988-1994. During his time at ACF Industries and ARI, Mr. Finn was responsible for the financial, operating and engineering performance of various business units including railcar manufacturing, parts manufacturing, railcar repair shops, and aluminum and steel castings plants. He developed and implemented business strategies with both long and short term goals for manufacturing and maintenance facility startups. He also held various positions relating to railcar maintenance and plant operations at Shippers Car Line as well as engineering and management positions at Carter Carburetor and Comprehensive Designers, Inc. Additionally, Bill has been a member of the Association of American Railroads Tank Car Committee since 1978 and has been a technical advisor to the Federal Railroad Administration and Department of Homeland Security on hazardous materials tank car issues.

Education

Bill earned a B.S. in Mechanical Engineering at Washington University in St. Louis and an M.B.A. from Southern Illinois University.

John Smith

Maintenance & Operations Oversight

John Smith has over forty years of experience in the rail industry. He held many positions at ACF Industries and American Railcar Industries including Director – Operations, Plant Manager and Sr. Director – Railcar Services. He was responsible for operations of ARI’s Railcar Maintenance facilities and fleet management business as well as budgeting and maintenance planning for ACF’s fleet of over 46,000 railcars. John was also responsible for maintenance facility start-ups and acquisitions in the US and Canada. He also held various positions relating to railcar maintenance and plant operations at Shippers Car Line. While Plant Manager at ACF’s Kansas City , MO plant, John served as President of the Kansas City Car Supervisors Association.

Education

John earned a B.S. in Management from William Jewell College, in Liberty, Missouri and is a veteran of the U.S. Army.

Mark Olexy

Managing Director, Aviation

Mark Olexy has over 25 years of investment banking experience, most recently as Head of Equity Private Placements / Private Capital Advisory at BNP Paribas, and has extensive experience both in management and private equity capital raising with a specialization in transportation and aircraft leasing. At BNP, Mark raised over $1B in aviation equity across various aviation strategies. Prior to BNP, he held roles in investment banking with a focus on private equity capital raising at Atlantic Pacific Capital, Lazard Freres & Co, and Citigroup.

Education

Mark holds an MBA from Thunderbird Graduate School of Management, a B.A. in Economics from Northwestern University, and is a CFA Charter Holder.

John Shavinsky

Operating Partner, Aviation

John Shavinsky brings over thirty years of aviation industry experience to ITE Management. Previously, John was the Chief Operating Officer of Intrepid Aviation and Senior Vice President in charge of New Aircraft Acquisitions, Project Management and Technical Services at CIT Aerospace. During his time at CIT and Intrepid Aviation, John was responsible for a fleet of over 300 aircraft, managed over 400 aircraft deliveries, and negotiated the purchase of over $33 Billion of aircraft. John began his career as an engineer with Boeing Commercial Aircraft, with assignments in Flight Test, Customer Training, Flight Crew Operations and Customer Engineering. He then moved to International Lease Finance Corporation (ILFC), where he was Assistant Vice President responsible for aircraft configuration and purchasing.

Education

John holds a Law Degree from the Seattle University School of Law and a B.S. in Electrical Engineering from Penn State University. He serves on the Penn State University College of Engineering advisory board, and is a licensed commercial pilot.

Dale Zarb

Analyst, Aviation

Dale has been working in the aviation industry for 9 years. Mr. Zarb started his career at Signature Flight Support as an FBO Operations Analyst, then transitioned from general to commercial aviation joining CIT Commercial Aerospace’s marketing and sales team. While at CIT, Dale served as Senior Marketing Manager focusing on aircraft leases, negotiations, and contract management with airlines in North America, Brazil, Spain and Portugal. He developed complex models to forecast future maintenance events, related risk exposure, and support remarketing opportunities. He also managed CIT’s total fleet reporting and produced quarterly summaries for senior management. Following CIT Commercial Aerospace’s acquisition by Avolon, Dale co-founded Blue Moon Analytics, a cloud-based analytics company, creating aircraft lease pricing and maintenance forecasting software. Prior to joining ITE, Dale worked as its lead consultant performing the technical review for Thunderbolt II, III, and other Air Fund investment opportunities.

Education

Dale received his B.S.B.A. and M.B.A from Embry-Riddle Aeronautical University, and also holds a B.S. in Chemistry from the University of North Florida.

Jennifer Polli

Managing Director & Senior Operating Partner, Containers

Jennifer Polli has spent the last twenty years of her career in various investment and operating roles in the intermodal transportation sector. Prior to joining ITE, Jennifer led TRAC Intermodal, North America’s leading intermodal marine chassis leasing and management company, as President and CEO. Prior to serving as CEO, she was a key member of TRAC’s executive team leading a multitude of asset acquisitions as well as key commercial and operating business functions. Prior to TRAC, Jennifer was a Vice President in Fortress Investment Group’s transportation and infrastructure private equity practice, where she focused on intermodal investments. Prior to Fortress, Jennifer was a Managing Director in the corporate finance/restructuring practice at FTI Consulting providing financial and operational advisory services to companies in the transportation and retail sectors.

Education

Jennifer earned an MBA in finance from NYU’s Stern School of Business and a B.A. from Tufts University.

Matthew Brand

COO, Investments & Debt Capital Markets

Matthew Brand has over 11 years of fixed income & credit products experience. Most recently, Matthew was a Director within Credit Suisse’s Securitized Products Finance Group, providing securitization solutions to clients with esoteric and non-traditional asset portfolios. Over his career, Matthew has structured and executed non-recourse financings from various industries, including renewable & sustainable energy, hotel/lodging, insurance-related, franchise restaurants and rental car. Matthew has been responsible for over $20B of financings, through short- and long-term debt offerings.

Education

Matthew received his B.S. from Cornell University.

Adam Alpert

Managing Director, Risk Management

Adam Alpert has 25 years of wide-ranging experience in the financial industry. Previous to joining ITE, Adam founded the trading firm Synergy Capital Holdings, which specialized in trading options, equities, commodities, and futures. As sole Managing Partner for eleven years, he was responsible for risk management and originating trading strategies. He recruited, trained, and managed traders at all levels. He oversaw the firm’s governance, led the compliance team, as well as managing the relationships with investors. Adam started the foundation of his career at Susquehanna International Group where he was the head trader for the West Coast branch. He also taught the Susquehanna education program while in San Francisco. After leaving Susquehanna, he became the Portfolio Manager for Evolution Capital Management.

Education

Adam attended the University of Michigan, where he earned his Business Degree from the Michigan BBA program. He currently sits on the board for the Make-A-Wish Foundation.

Joel Biran

Managing Director, Strategic Transactions

Joel Biran has over 25 years of experience as a principal investor in private equity, restructuring and operations. Most recently, Joel was co-head of middle market special situations at DW Partners, where he co-managed the firm’s illiquid special situations investments. Prior to DW Partners, Joel was Managing Director at Versa Capital Management, originating, leading, underwriting, structuring and managing special situations investments across different sectors.

Education

Joel received a B.A. in Accounting and Economics from the University of Tel Aviv and his MBA from Harvard Business School.

Seve Franceschelli

Vice President, Investments

Seve Franceschelli has nearly a decade of investing and corporate finance experience, both as a principal investor and as an advisor. He began his career at J.P. Morgan Asset Management where he was a fundamental long-only investment analyst for a Large Cap Value and Multi Cap Growth Equity Fund. Seve was responsible for originating equity investment theses for portfolios in the Industrials (Transports, Railroads, Airlines, Building Products), and Materials (Chemicals, Construction Materials, Agriculture, Metals & Mining) sectors. Most recently, he was an investment banking associate at Goldin Capital Advisors (now Teneo Capital) where he worked on a variety of creditor and debtor restructuring transactions, distressed mergers and acquisitions, and valuation advisories. Seve was responsible for managing transaction processes, financial modeling, valuation and solvency analyses.

Education

Seve received a B.A. in Economics from the University of Chicago and is a Chartered Financial Analyst (CFA) charterholder.

Chris Rieman

Vice President, Debt Capital Markets

Chris has nearly a decade of structured finance experience that has been primarily focused in the transportation sector. Chris worked on the Treasury and Capital Markets team at The Cronos Group where he issued multiple asset-backed securitizations and managed a sizable debt platform for the San Francisco based container lessor. Most recently, he was a Vice President within the Structured Finance Group at ABN AMRO where he covered transportation clients across North America, Europe, and Asia. Throughout his career, Chris has structured and executed over $6B of non-recourse debt transactions in the container and railcar leasing markets.

Education

Chris received his B.S. from the University of Arizona.

Michael Crapotta

Investment Associate

Michael Crapotta worked as an Investment Banking Senior Analyst within Citigroup’s Structured Transportation team. While at Citi, he specialized in advising clients on esoteric structured debt and equity solutions, as well as analyzing principal investment opportunities in the transportation sector.

Education

Michael received his B.A. in Economics, magna cum laude from Columbia University.

Caleb Dostal

Investment Associate

Caleb started his career in the consulting industry with ZS Associates as a Finance Analyst. Caleb worked with clients in the pharmaceutical industry as well as internal stakeholders to review revenue, costs, and pricing to implement solutions for better performance.

Education

Caleb earned a BSBA in Finance and Accounting from the University of Nebraska.

Taha El-Magbri

Investment Associate

Taha began his career in financial services with SkyWorks Capital, where he supported financial analysis and modeling efforts in a broad range of projects, including aircraft acquisition, fleet planning and macro market studies. At SkyWorks, Taha was primarily responsible for the development of proprietary investment analysis models and interest-rate hedging policies for joint ventures with institutional investors. Taha has most recently worked with global airline clients on various projects including aircraft financing, aircraft order evaluations, and lease return cost optimization.

Education

Taha earned a B.A. in Physics from the University of Pennsylvania.

Morgan Macey

Investment Associate

Morgan Macey began her career at as an Analyst at J.P. Morgan in Leveraged Finance and Commercial Banking. Morgan was a member of the Northeast Diversified Industries team and then transitioned onto the Healthcare team. At J.P. Morgan, she was responsible for liquidity and financial modeling, credit diligence, and deal execution.

Education

Morgan earned a Bachelor of Science from Cornell University.

Michael Mont

Associate, Risk Management

Michael Mont started his career in the financial services industry with PwC as a Risk Assurance associate. Michael worked with financial services, aerospace and industrial clients, testing operational controls for risk compliance.

Education

Michael earned a B.S. in Finance and Accounting from DePaul University.

Mark Olexy

Managing Director, BDIR

Mark Olexy has over 25 years of investment banking experience, most recently as Head of Equity Private Placements / Private Capital Advisory at BNP Paribas, and has extensive experience both in management and private equity capital raising with a specialization in transportation and aircraft leasing. At BNP, Mark raised over $1B in aviation equity across various aviation strategies. Prior to BNP, he held roles in investment banking with a focus on private equity capital raising at Atlantic Pacific Capital, Lazard Freres & Co, and Citigroup.

Education

Mark holds an MBA from Thunderbird Graduate School of Management, a B.A. in Economics from Northwestern University, and is a CFA Charter Holder.

Tod Trabocco

Managing Director, Strategy & Research

Tod Trabocco has over 25 years of investing and finance experience, joining ITE Management from Cambridge Associates where he was a Managing Director responsible for private credit manager research and selection globally. His coverage universe spanned structured equity, performing credit, and distressed debt. Tod was also Managing Director with Kayne Anderson Capital Advisors’ middle market mezzanine strategy and Managing Director at LBC Credit Partners, Inc, where he led research and underwriting. Previously, he was Vice President and Senior Analyst at Moody’s Investors Service. He has previously served on the Board of Advisors for the Alternative Investment Forum and advised the Interamerican Development Bank and the US Treasury on matters related to private credit.

Education

Tod holds a MALD, Development Economics, from The Fletcher School at Tufts University, an MBA from Columbia Business School, BA from Pomona College, and is a CFA Charter Holder.

Anna Thurston

Vice President, BDIR

Anna Thurston started her career in investment banking. As an analyst at J.P. Morgan in the Leverage Finance Group, Anna worked on transactions across the natural resources industry verticals including chemicals, power, exploration and production, and financial institutions. Within these verticals Anna focused on researching, preparing and executing transactions inclusive of leverage buyouts, dividend recapitalizations and debt refinancing for debut and recurring corporate issuers.

Education

Anna Thurston earned a B.A. from Middlebury College in Vermont where she studied economics and mathematics.

Meredith Gano

Associate, BDIR

Meredith Gano has three years of experience working in client service and investor relations. Meredith began her career at Cambridge Associates on its transaction services team. At Cambridge Associates, she primarily provided client support for all investment related matters and helped clients navigate the alternative investment space. Meredith earned a B.A. in Economics from Kenyon College.

Education

Meredith earned a B.A. in Economics from Kenyon College.

Lisette Farah

Chief Financial Officer

Lisette Farah has over 20 years of experience in the financial services industry as an accountant and Chief Financial Officer. She managed the financial reporting, compliance and tax administration of partnerships and private equity funds for the past thirteen years. Prior to that, Lisette served as Assistant Controller for MG Metals & Commodity Corp. in New York and as a financial analyst for Alliance Bernstein.

Education

Lisette received a B.S. in Accounting from Long Island University in New York.

Elliot Becker

Managing Director, Tax

Elliot Becker has over 20 years of experience as a tax professional within the alternative asset management industry. Most recently he was Director of Tax at Resource Capital Funds (RCF), a multi-billion private equity fund specializing in the mining space. Prior to joining RCF, he was a Director of Tax at Apollo Management, LP where he focused on all aspects of tax of the firm and its private equity funds. Elliot started his career in public accounting most recently with Deloitte.

Education

Elliot received a M.S. in Taxation at Baruch College and a B.S. in Accounting from Touro College.

Daniel Lee

Controller

Daniel Lee has over ten years of public and private accounting experience in the financial services industry specifically relating to hedge funds (including offshore entities). Most recently, Daniel was a NAV Manager at State Street Corporation where he was responsible for month end reporting and financial statement preparation. Prior to State Street, he was an audit manager at CohnReznick L.L.P. responsible for auditing year-end financial statements and assessing internal control procedures.

Education

Daniel earned his B.A. in Economics and Communications from Rutgers University and his M.B.A. in Accounting from Rutgers Business School.

Shenhui Fang

Senior Accountant

Shenhui Fang started her career as a Business Analyst in Louis Dreyfus (an international commodities trading company) in Connecticut, and then moved to a startup real estate hedge fund in New York City, where she was responsible for reviewing NAV calculation, investor statements, year-end audit, and tax preparation.

Education

Shenhui earned a Bachelor’s degree in Accounting from Renmin University of China and a Master’s degree in Accounting from Boston College. She is a licensed CPA.

Hedy Tong

Senior Accountant

Hedy Tong has several years of accounting experience in the financial services industry. Prior to joining in ITE Management, Hedy was a NAV Supervisor at HedgeServ ( a hedge fund administrator) where she was responsible for complex fund structure incentive allocation, daily and monthly NAV reporting, financial statement preparation and investor statements review. Prior to that, she was a corporate finance intern at GFI Group (a Broker-Dealer company) supporting finance team in FP&A and SEC Reporting functions.

Education

Hedy earned M.S. in Accounting from Pace University and B.S. in Public Finance and Risk Management from Lingnan College, Sun Yat-Sen University.

Naima Jinnah

Chief Operating Officer, ITE Labs

Naima Jinnah has over a decade of operations experience in the technology and legal industries. Most recently, Naima was the Chief Operating Officer of the Civil Media Company – a social-good blockchain company and publisher network for sustainable and accountable journalism – where she led product, operations, and business strategy and development. Prior to that, Naima was the Chief Operating Officer of Digg.com, a digital aggregator focused on surfacing high-quality content and journalism through human and algorithmic curation. Over her career, Naima has grown companies from early to late-stage, leading fundraising and exit initiatives, developing product and go-to-market strategies, and integrating data-driven approaches informing organizational and business direction.

Education

Naima holds a B.S from Nova Southeastern University in Legal Studies with minors in Economics and History.

Konstantinos Vamvourellis

Data Scientist

Konstantinos Vamvourellis has a background in mathematics and computer science and has extensive research and analytical experience. At both Microsoft and Vencore Labs, he analyzed large global scale datasets to extract user-driven trends. Konstantinos focuses on applied research of unstructured data, data exploration, anomaly detection and algorithms.

Education

Konstantinos earned his B.S. in Mathematics from Imperial College London (2011) and his M.A. from the Courant Institute at NYU (2013). Konstantinos is currently a PhD candidate in Statistics at the London School of Economics.

Morgan Garcia

Senior Data Engineer

Morgan Garcia has over five years of software engineering experience, working extensively on cloud based data systems. Morgan began his career with contract work for Microsoft, joining an overburdened cloud engineering team to design custom automation, eventually eliminating over 90% of manual effort and allowing the team to downsize significantly. Afterwards, Morgan moved on to play a key role in designing, implementing, and maintaining a number of different data management systems across several high profile teams within Microsoft with a heavy focus on automation and ensuring data quality and reliability.

Education

Morgan received an A.S. in engineering from Santa Fe College.

Jocsan Gonzalez

Data Analyst

Jocsan Gonzalez began his career at KPMG LLP where he developed technology solutions spanning several service lines including valuation, mergers and acquisitions, and international tax. As the Global Practice Manager of his practice, he was a lead member of multiple global and national technology initiatives. He has experience working in automation, data analytics, and complex modelling.

Education

Jocsan earned a B.S. in Accounting from the University of Illinois at Urbana-Champaign and is a licensed Certified Public Accountant

Hayley Stein

General Counsel & Chief Compliance Officer

Hayley Stein has over 16 years of experience as a regulatory attorney and compliance professional in the alternative asset management industry. Most recently, she was a Managing Director and Chief Compliance Officer (CCO) of The Blackstone Group’s Hedge Fund Solutions division where she served as CCO for 5 SEC registered investment advisors and CFTC registered commodity pool operators which collectively manage over 200 funds and separate managed accounts (both private and registered). Before joining Blackstone in 2005, Hayley was an Associate in the Financial Services Group at Dechert LLP where she focused on various legal and regulatory matters relating to both US and non-US private investment funds.

Education

Hayley received a J.D. from the University of Pennsylvania Law School and a B.A. from Barnard College.

Stephanie Leichter

Chief Administrative Officer

Stephanie Leichter has over 20 years of experience in the financial services industry. She began her career in Investment Banking as an analyst at Merrill Lynch in the Real Estate Investment Banking group. She then worked in both Equity and Fixed Income Research across a variety of industries including E-Commerce, Retail & Consumer, Railroads and Basic Industries (Paper, Chemicals, Metals) at Lehman Brothers, where she was a VP and Senior Analyst. Stephanie joined ITE in 2016 as Head of Credit Research and subsequently moved into the role of Chief Administrative officer, managing the firm’s recruiting and hiring, human resources, and internal policies and processes.

Education

Stephanie holds a B.S. from Cornell University.

Joseph Gervasi

Information Technology Manager

Joseph Gervasi has 9 years of operational experience in Information Technology & Facilities Management. He manages the Firm’s IT infrastructure and Cybersecurity initiatives.

Kevin Lowe

Financial Planning & Analysis

Kevin Lowe has several years of experience in the financial services industry. Prior to ITE Kevin was a Commodities Operations Analyst at Goldman Sachs where he was responsible for managing trade flow activity and regulatory reporting.

Education

Kevin received his B.S. in Finance from Rutgers University.

Jerry Li

Financial Planning & Analysis

Jerry Li has four years of experience in the Financial Services industry. Prior to joining ITE Management, Mr. Li served as a Financial Analyst at Avenida Capital where he was responsible for financial modeling and management reporting. Mr. Li was a Business Unit Analyst at PineBridge Investment formerly AIG Investments, where he was responsible for reporting management company financials for private equity fund, technology and operations group.

Education

Mr. Li earned his B.S. in Accounting from University at Buffalo.

Elizabeth Castellon

Office Project Manager

Elizabeth Castellon brings six years of administrative experience in office management and customer service to ITE. She assists in the development and implementation of firm policies and procedures; manages and oversees day-to-day operations; she also provides support for accounts payable, receivables and monthly billing. Prior to joining ITE Management, she was the Executive Assistant to the VP of Sales and Marketing and Customer Service Coordinator at P3 international.

Education

Elizabeth earned her M.A. in Fine Arts at the Academy of Arts University and B.S. in Human Ecology from SUNY Oneonta.

Jatin Singh

Accountant

Jatin Singh has several years of accounting experience in the financial services industry. Most recently Jatin was working for SS&C (fund administrator) servicing clients in the Private Equity space where he was responsible for NAV reporting, Financial Statement preparation, Investor Statements & Various Investor Relations material review. Prior to SS&C, he was a Client Service Representative at TD Bank supporting Commercial Lending & Retail Banking team.

Education

Jatin earned his Bachelor’s in Science in Accounting from Kean University.