The Rotor Team
Brian D. Finn
Brian has over 30 years of experience in financial services. His previous roles include Chairman and Chief Executive Officer of Asset Management Finance Corp., a private investment firm that owns stakes in investment managers, and Chairman and Head of Alternative Investments at Credit Suisse. At Credit Suisse, Brian previously was President of Credit Suisse First Boston, President of Investment Banking, Co-President of Institutional Securities, CEO of Credit Suisse USA and a member of the Office of the Chairman of CSFB. He was also a member of the Executive Board of Credit Suisse Group. Brian began his career in the Mergers & Acquisitions Group of The First Boston Corporation (subsequently merged with Credit Suisse) and became Co-Head of M&A in 1993. He has advised on numerous transactions with a value in excess of $100 Billion.
John D. Howard
John has more than 30 years of private equity investing experience in the consumer products, retail, and industrial industries. He founded Bear Stearns Merchant Banking in 1997 and spun it off from JP Morgan as Irving Place Capital in 2008. Prior to forming Irving Place, John was the co-CEO of Vestar Capital Partners, a private investment firm specializing in management buyouts. Previously, he was a Senior Vice President and Partner of Wesray Capital Corporation, one of the foremost private equity sponsors and a pioneer in the leveraged buyout business.
Louis P. Kreisberg
Louis has more than 30 years of investing and advisory expertise across the insurance, finance, and technology sectors. Over his career, he has built an expansive network of partners and industry relationships, having worked with a wide variety of financial institutions, and advised many ultra-high net worth families. Louis started his career in the insurance industry, where he held leading roles at Guardian, John Hancock, American General, US Life and New York Life, where he served as Chairman of the Advisory Board. As a co-founder of Pioneer Wealth Partners, a multi-family office, Louis designs and structures innovative investment, tax, and insurance solutions. Prior to Pioneer Wealth Partners, he was a founding member of Park Venture Advisors, an investment advisory firm that partnered with several top European financial institutions to develop and invest in over $10 billion of insurance-based structured finance and derivative products. Louis is an active investor from seed to growth equity stage companies and participates in accelerating the growth of companies by providing his entrepreneurial perspective, substantial personal capital commitments, and a strong network of relationships.
Anthony J. Jacobson
Anthony has over 20 years of experience in the sourcing, structuring and managing of transactions in the insurance and finance sectors. He is the founder and principal of Vernal Bay Capital Group, LLC, and Vernal Bay Investments, LLC, two special opportunity investment firms. Over the past 8 years, Vernal Bay or its members have funded numerous transactions with a total cash equity outlay exceeding $250 million (not including 3rd party debt). Previously, Anthony was the President and CEO of Northstar Life Services, LLC, established in 2009 as a premier life insurance asset servicer for large portfolios of global clientele. Northstar was a wholly owned subsidiary of North Channel Bank (NCB), a commercial lending bank in Mainz, Germany, of which Anthony was the second largest shareholder. Anthony bought NCB and formed NorthStar after exiting a venture with Pacifica Group, a wholly owned subsidiary of one of Europe’s largest commercial banks and spinning out its servicing business. At Pacifica, Anthony served as Managing Director before separating from Pacifica in April 2009 to begin NorthStar’s operations. Pacifica was a leader in the premium finance and portfolio servicing industry, and also accumulated large life policy portfolios for distribution to investors in Europe, Asia and the United States. Starting in 2001, Anthony began his career by creating and distributing structured life insurance products to high-net-worth individuals in conjunction with other sophisticated estate planning products and techniques.
