Mr. Bermel is the Rocky Mountain Regional Sales Director for Conversus, a StepStone company.
Prior to Conversus, Mr. Bermel spent 10 years as the Vice President of Regional Distribution for Altegris/Artivest Investments, a leading provider in alternative investments, where he led a team in capital raising efforts to RIAs, Family Offices and Broker Dealers. Previously, he was Vice President at ICON Advisors Inc, raising assets in traditional investment strategies.
Mr. Bermel received a BS in International Affairs and Business from the University of Colorado at Boulder. He holds FINRA 3, 6, 7, 30 & 63 licenses and CAIA Plus Certification.
Mr. Blum is the west regional sales associate for Conversus.
Prior to Conversus, Mr. Blum was an Internal Wholesaler for Brighthouse Financial providing sales and marketing activities across two territories.
Mr. Blum received a BS in Business Administration from North Carolina State University. He holds FINRA 7 and 66 licenses.
Mr. Brookes is a managing director at Conversus, a StepStone company.
Prior to Conversus, Mr. Brookes co-founded Carolon Capital, a distribution firm that focuses on third-party funds with differentiated, long-only strategies. He also co-founded Carolon Investment Funds, an Irish umbrella fund that serves US-based asset manager clients. Previously, his career in sales and marketing included specialist roles at Edmond de Rothschild Group and Bear Stearns International before becoming Head of Investor Relations at Conversus Capital, the largest publicly traded fund of private equity funds with $ 3 billion of AUM.
Mr. Brookes is qualified as an Associate of the Chartered Institute of Bankers and is an Associate of the Chartered Institute for Securities and Investment.
Mr. Cho is the western regional sales director for Conversus, a StepStone company.
Prior to Conversus, Mr. Cho was a senior vice president for the Inland Private Capital platform. Prior to Inland, Mr. Cho was a regional director for CNL institutional group. Over his career, Will has exclusively raised capital for the RIA and family office channel representing various alternative investment managers.
Mr. Cho received a BA degree from the University of Washington. He holds FINRA 7, 63 license and is working towards his CFP certification.
Mr. Hambacher is a vice president at Conversus, a StepStone Company. Conversus focuses on delivering private market solutions to high net worth investors.
Prior to Conversus, Mr. Hambacher was an investment strategist for the Wells Fargo Investment Institute focused on sourcing, due diligence and ongoing monitoring of direct private investment opportunities. Before that he was a member of the investment teams at Corrum Capital and Bank of America Merrill Lynch’s Strategic Investments Group focused on private equity, private credit, and hedge fund investments. Prior to BAML, Mr. Hambacher was an analyst at SunTrust Robinson Humphrey focused on originating, underwriting, and syndicating leveraged loans.
Mr. Hambacher received a bachelor’s and a master’s degree from the University of North Carolina at Chapel Hill.
Ms. Kenska is the west regional sales associate for Conversus, a Stepstone Company.
Prior to Conversus, Ms. Kenska was the Platform Consultant at Artivest, a leading provider in alternative investments, focusing on RIAs, Family Offices, and Broker Dealers. Prior to that, Ms. Kenska was a vice president of investments at Sheaff Brock Investment Advisors where she was responsible for providing investment solutions to T.D. Ameritrade’s Investment Consultants in Southern California. Ms. Kenska started her career with Nuveen Investments. During her 12 year tenure, Shannon started as a Marketing Associate, moved into an Internal Advisor Consultant position and was promoted to an External Advisor Consultant in 2008.
Ms. Kenska holds a BA in Business Administration from the University of Florida. She is also a certified investment management analyst (CIMA®) by the Investment Management Consulting Association and holds Series 6, 7, 63 and 66 licenses.
Mr. Kreitzer is the rocky mountain regional sales associate for Conversus, a StepStone company.
Prior to Conversus, Mr. Kreitzer worked for Brighthouse Financial as an internal wholesaler covering all channels.
Mr. Kreitzer received a BA in Business Finance from The Citadel, is currently pursuing a Masters of Finance degree from Georgetown University and is a 2nd Lieutenant in the South Carolina National Guard. He holds FINRA 6 and 63 licenses.
Mr. Krugman is the northeast regional director for Conversus.
Prior to Conversus, Mr. Krugman served as the Vice President, Regional Consultant, for Black Creek Capital Markets, a specialist in real estate investment products. He was responsible for raising capital across the northeast from RIAs, hybrid IBD advisory firms, multi-family offices, consultants and bank trust departments. Previously, he worked for Franklin Square Capital Partners in a similar role.
Mr. Krugman received a BA in Public Justice from Oswego State University. He holds FINRA 7, 26, 63 and 65 licenses.
Mr. Long is the CEO of Conversus.
Mr. Long has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner role. He has served as the CEO of two publicly-traded companies focused on expanding private market access for high net worth investors.
Prior to Conversus, Mr. Long was the CEO of OHA Investment Corporation, a publicly-traded specialty finance company. Previously, he co-founded Conversus Capital, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CEO. Previously, Mr. Long led Bank of America’s $7 billion strategic capital division. Early in his career, Mr. Long served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm.
A recognized industry leader, Mr. Long was named one of 50 “GameChangers” by Private Equity International, has been profiled in the WSJ, and hosted CNBC Squawk Box Europe on numerous occasions. He is a founding Director of the Defined Contribution Alternatives Association and chairs its Public Policy Committee.
Mr. Long received his BA from the University of North Carolina at Chapel Hill and his JD from the University of Virginia. Mr. Long has served on board of the Children’s Home Society of North Carolina and is active supporter of adoption organizations.
Mr. Mand is the southeast regional director for Conversus, a StepStone company.
Prior to Conversus, Mr. Mand worked for Wells Fargo in various roles, most recently as a Regional Investment Solutions Consultant where he consulted with private bank investment strategists & advisors on how to leverage private capital & hedge funds in client portfolios. Before that he worked as an investment research analyst running analytics for discretionary investment portfolios.
Mr. Mand received a BA in Economics from the University of Minnesota. He is a Chartered Financial Analyst and holds FINRA 7 and 66 licenses.
Mr. Menard is the president of distribution of Conversus.
Mr. Menard is a seasoned distribution leader with almost 30 years of experience in the financial services industry. Over his career, he has built a broad and deep network within the financial advisor and broker dealer communities.
Prior to Conversus, Mr. Menard served as the president of CNL Securities Corporation and CNL Capital Markets where he oversaw the firm’s capital raising efforts. Before that he was a senior vice president at Franklin Square Capital Partners where he was responsible for selling business development companies to registered investment advisors (RIAs). He also sat on Franklin’s management committee. Previously, Mr. Menard was the head of distribution at Steben & Company, a leading provider of managed futures to broker-dealers and RIAs.
Mr. Menard serves on the board of the Institute for Portfolio Alternatives (IPA) which coordinates the resources of its members to create opportunities for the advancement of industry objectives through established regulatory and political processes. The IPA’s mission is to continue to raise awareness of alternatives to legislators and regulatory officials, clearly communicating the distinct attributes alternative products can offer the investing public.
Mr. Menard received a bachelor’s degree from Colby College and serves on the board of the Institute for Portfolio Alternatives. He holds FINRA 7, 24 and 63 licenses. He is on the board of the Florida Hospital Cardiovascular Institute.
Mr. Savoie is the northeast senior regional sales associate for Conversus.
Prior to Conversus, Mr. Savoie worked for Wellesley Asset Management in a number of roles, most recently as an external wholesaler covering all channels in the southeast.
Mr. Savoie received a BA in Business Finance from the University of Massachusetts – Lowell. He holds FINRA 7 and 66 licenses.
Mr. Sevenich is a Regional Director at Conversus, a StepStone company.
Prior to Conversus, Mr. Sevenich served as a regional vice president at DWS focusing on delivering investment solutions in the Pacific Northwest and Midwest regions. Before that, Mr. Sevenich also served as an internal sales consultant at DWS and Invesco.
Mr. Sevenich received his bachelors degree from Marquette University.
Mr. Sittema is the Executive Chairman of Conversus, a StepStone company. Conversus focuses on delivering private market solutions to high net worth investors.
Prior to Conversus, Mr. Sittema served as CEO of CNL Financial Group, a $10 billion asset manager providing access for individual investors to the private markets. Previously, Mr. Sittema enjoyed a 27-year career at Bank of America Merrill Lynch serving in a variety of leadership roles, including the U.S. Head of Real Estate Investment Trusts and Lodging Investment Banking Division.
Mr. Sittema received a BA from Dordt College and an MBA from Indiana University. He is a Director of the Florida Council of 100 and a past board chair of the Institute for Portfolio Alternatives.
Mr. Smith is the COO and CFO of Conversus.
Mr. Smith brings over 25 years of operational experience working in private equity, alternatives distribution and asset management businesses.
Prior to Conversus, Mr. Smith co-founded Carolon Capital, a distribution firm that focuses on closed-end funds and long-only strategies. He also co-founded Carolon Investment Funds, which assists US-based asset managers with fund structuring, distribution and regulatory oversight. Previously, he co-founded Conversus Capital, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CFO. Mr. Smith has also held senior level roles at Bank of America, Instinet Group and Fidelity Investments.
Mr. Smith has served as a guest lecturer at Stanford University and the University of Virginia, and he has presented at numerous conferences on topics ranging from private equity to governance.
Mr. Smith received his BS from the University of Virginia and his MBA from the University of Richmond. He is a certified public accountant. He is active with the Loaves and Fishes Food Pantry in Charlottesville, VA and serves on the board of the Emergency Medical Center at the University of Virginia.
Ms. Stenson is the executive assistant to the Conversus Team.
Ms. Stenson brings 15 years of senior administrative experience working in private equity, asset management and manufacturing.
Prior to joining StepStone, Ms. Stenson was senior executive assistant to the CEO of JELD-WEN, Inc., a global building supply manufacturer. Prior to that, she worked in investor relations for Thomas H. Lee Partners, L.P., a private equity fund in Boston. Ms. Stenson began her career as executive assistant to the head of private wealth management at Morgan Stanley.
Mr. Weltler is the managing director of distribution of Conversus.
Mr. Weltler is a seasoned leader in distribution and has almost 25 years of experience across both Institutional and Retail markets.
Prior to Conversus, Mr. Weltler spent 15 years as the Vice President of Distribution for Steben & Company, a leading provider of managed futures and hedge funds, where he oversaw the firm’s capital raising efforts to RIAs and Broker Dealers. Previously, he was Vice President at Fox Asset Management where he was responsible for generating new sales of traditional investments through Institutional Consultants and the Public and Taft-Hartley pension markets. Mr. Weltler was formerly employed by Performance Analytics, an Institutional Consulting firm in Chicago.
Mr. Weltler received a B.B.A. from St. Norbert College and is a Chartered Alternative Investment Analyst charterholder. He holds FINRA 3, 7, 24 and 63 licenses.
Mr. Williams is the midwest regional sales associate for Conversus, a StepStone company.
Prior to Conversus, Mr. Williams worked for Brighthouse as an internal wholesaler. Before that, he served as a financial advisor for PNC Investments.
Mr. Williams received a BA in Economics from the University of New York at Albany. He holds FINRA 6, 7, 63 and 66 licenses.
Ms. Zeitvogel is the Director of Finance of Conversus.
Ms. Zeitvogel brings over 20 years of finance experience working in asset management, structured finance, investment banking and fixed income trading. Prior to Conversus, Ms. Zeitvogel spent 12 years at Chapter IV Investors, LLC, an investment adviser that managed a privately held hedge fund with $300 million of assets under management, where she was CFO and CCO. Prior to joining Chapter IV, Ms. Zeitvogel was the CFO of a structured finance firm focused on the acquisition, securitization and value enhancement of distressed debt. Previously, she worked for Wachovia Securities in Investment Banking Finance supporting various business units, including private equity, mergers & acquisitions, leveraged capital and fund investing. Ms. Zeitvogel began her professional career in public accounting at Arthur Andersen, LLP.
Ms. Zeitvogel has her BS from Appalachian State University and is a Certified Public Accountant. Ms. Zeitvogel also serves on the board of RunningWorks and is on the steering committee for the Charlotte Chapter of CFO Leadership Council.