Team
Our team has extensive experience in the wealth and asset management markets. With functional backgrounds in strategy, finance, investment banking, private equity, and corporate and M&A law, the EP team has the relevant experience and skillsets to provide guidance and support to our partner firms.
JENNY SOUZA
CEO & President
As President & CEO of Emigrant Partners, Jenny sets the firm’s strategic direction and oversees a team responsible for providing capital and advice to the leading wealth and alternative asset managers in which Emigrant has invested, as well as making new platform investments and sub-acquisitions for Emigrant’s partner firms. Jenny has 20 years of experience in financial services, including institutional asset management, wealth management and investment banking. Prior to joining Emigrant Partners, Jenny was a Senior Vice President responsible for Affiliate Management at BrightSphere Investment Group (NYSE: BSIG, formerly Old Mutual Asset Management), a $200 billion multi-boutique asset management company. Prior to BSIG, Jenny was Director of M&A and Strategic Planning at BNY Mellon Wealth Management. As an investment banker at Berkshire Capital Corporation and Canaccord Adams, Jenny executed M&A and raised public and private capital for financial services firms and consumer companies. Jenny holds a B.A. from Harvard College and an MBA from Harvard Business School.
Liz Nesvold
Chair of Emigrant Partners and Vice Chair of Emigrant Bank
Liz serves as Vice Chair for Emigrant Bank and Chair for Emigrant Partners. In her dual roles, Liz works closely with all units of the bank that provide solutions to the wealth management industry, including Emigrant Partners, New York Private Trust, Sarasota Private Trust, Cleveland Private Trust, Summitas and Personal Risk Management Solutions. Liz has over 30 years of experience as a passionate advisor, investment banker, and executive in the wealth management industry. Over her career, Liz has specialized in mergers and acquisitions, capital planning and fundraising, succession and liquidity planning, strategic advisory, compensation structuring, deep-dive financial and business analysis, and organic growth consulting.
A proud advocate and mentor for women in financial services, she was described by Mergers & Acquisitions magazine as “the most experienced female investment banker serving the investment management and securities industry,” and was recognized with the M&A Advisor’s Leadership Award in 2021, in addition to being acknowledged as a Woman to Watch by InvestmentNews in 2019. Liz began her career providing M&A and strategic advisory services to RIAs in 1991 at Berkshire Capital. She co-founded the investment banking industry’s first-ever specialist M&A practice serving wealth management firms. In 2007, she launched Silver Lane, a boutique investment bank that routinely ranked as the #1 or #2 most active M&A advisor to the wealth and asset management industry. Liz and her partners sold Silver Lane to a Fortune 500 company in 2019, and she transitioned from investment banking four years later to join the wealth management industry.
ALEX MOSTOVOI
CFO & COO
As CFO, Alex is responsible for the operational and financial aspects of the business. Prior to joining Emigrant Partners, Alex was at Focus Financial Partners developing and implementing an innovative IPO structure. Before Focus, he was on the finance team at Kohlberg Kravis & Roberts.
From 2006-12 Alex was with Strategic Value Partners, where he structured and restructured investments in a variety of specialized global assets including power plants, commercial aircraft, real estate, health care facilities and manufacturing companies. Alex graduated from the University of Pennsylvania Law School and has a master’s degree from NYU School of Law.
JAMIE SKLAR
General Counsel & Managing Director
Jamie is the General Counsel and a Managing Director of Emigrant Partners. He is a corporate attorney with over 24 years of experience in managing mergers and acquisitions, private equity, fund formation and other complex transactions. Prior to Emigrant Partners, Jamie was a partner at a boutique law firm focused on representing asset managers and family offices in private equity transactions and related matters. In addition, he has served as senior in-house counsel for private equity fund managers and asset management groups. Jamie graduated from McGill University in Montréal with two law degrees with Great Distinction, and an MBA.
Jason Ehrlich
Managing Director – Head of Investments
Jason is a Managing Director & Head of Investments for Emigrant Partners, where he is primarily responsible for identifying new platform investments and supporting EP partner firms’ inorganic growth efforts. Jason has a wealth of experience and has spent the majority of his career investing in financial services companies. Most recently, Jason was a Senior Principal at TowerBrook Capital Partners, a private equity firm with over $20B of AUM, where he was responsible for leading investments across the financial services industry. Prior to that, Jason was an investment professional at Onex Partners, Lightyear Capital, and Aquiline Capital, where he invested in and worked alongside successful businesses in wealth management, asset management, TAMPS/WealthTech, retirement services, insurance and employee benefits, as well as a broad range of tech-enabled service providers. Jason earned a B.A. in economics from Cornell.
Mark Bruno
Managing Director – Head of Strategic Advisory
Mark Bruno is Managing Director, Head of Strategic Advisory, for Emigrant Partners, where he is primarily responsible for helping its partner firms identify and execute on opportunities to accelerate their growth. Prior to joining Emigrant in October 2023, Mark spent more than 20 years working across the wealth and asset management industries with a particular focus on developing and delivering research, events and consulting platforms to growth-oriented RIAs. Mark most recently served as the Managing Director of the Wealth Management Group at Informa, where he oversaw the group’s media, research and events businesses and launched the unit’s RIA Edge podcast, research studies, and nationwide events.
Before Informa, Mark was a Managing Director at Echelon Partners, a leading investment bank and consulting firm to the wealth management community. Mark also spent more than ten years at InvestmentNews, where he oversaw the company’s digital businesses, RIA events and RIA benchmarking studies. He has been a fixture on the wealth management event circuit for the past decade, and is also the author of Save Now or Die Trying, one of the top-selling retirement planning books shortly after it was published in 2007.
Justin Han
Associate General Counsel & Director
Justin is the Associate General Counsel and Director of Emigrant Partners. Prior to joining Emigrant Partners, Justin was an associate at two international law firms where he advised sponsors, borrowers and creditors in private equity transactions, various financing arrangements and debt restructurings. Justin received his B.A. from Johns Hopkins University and his J.D. from the University of Michigan Law School.
Ryan Carr
Vice President
Ryan is a Vice President at Emigrant Partners, focused on investments and strategic development for partner firms. Prior to joining Emigrant Partners, Ryan was an Engagement Manager at Indefi, a strategy consultancy dedicated to the global asset management industry, where he co-launched the firm’s New York business and executed engagements for the industry’s leading firms. Before joining Indefi, Ryan was a Vice President of the Strategy & Business Development team at J.P. Morgan Asset & Wealth Management. Ryan started his career at Casey Quirk–Deloitte after earning a B.A. in Economics from Trinity College.
Sam Grewal
Vice President
Sam is a Vice President at Emigrant Partners, focused on investments and strategic development for partner firms. Prior to joining Emigrant Partners, Sam was a Vice President at Emigrant Business Credit, where he structured and underwrote senior-secured credit facilities for middle-market companies across multiple industries. Prior to joining Emigrant Bank, Sam was a Senior Associate in BNP Paribas’ Merchant Banking and Leveraged Finance Group, and an Associate in Golub Capital’s direct lending group. Prior to Golub, Sam was a Private Equity Associate at Allstate Investments. Sam earned a B.B.A. with distinction from the University of Michigan’s Stephen M. Ross School of Business, and began his career as an investment banking analyst at Wells Fargo.
Judy Goldberger
Senior Associate
Judy is Senior Associate at Emigrant Partners supporting operations, finance and compliance. She has been at Emigrant Bank for over 5 years, initially with the private equity group and most recently with the senior secured lending unit. Prior to joining Emigrant, Judy worked at an international law firm, at the private equity fund Invemed Catalyst Fund, and at a family office. Judy received her B.A. in Economics and Psychology and a Graduate Diploma in Applied Psychology specializing in research statistics, both from Monash University, Australia.
Ana Macouzet
Senior Analyst
Ana is a Senior Analyst at Emigrant Partners, focused on the strategic development of our partner firms. Ana has experience in marketing research and advisor development at Bank of America Merrill Lynch. Ana earned a B.B.A. in finance from the University of Miami.
ADVISORY BOARD
HOWARD MILSTEIN
Howard Milstein is Chairman and CEO of New York Private Bank & Trust, Milstein Properties, and various Milstein brothers operations throughout New York and Chicago. Mr. Milstein is a Founding Partner of FriedbergMilstein, an alternative asset investment manager.
His civic and philanthropic efforts include Chairman of American Skin Association, Trustee Emeritus and Presidential Counsellor of Cornell University, Overseer of Cornell Medical College, among others. He is a member of the Harvard Law School Visiting Committee and of the Executive Committee of the HLS Dean’s Advisory Board. Mr. Milstein earned a BA in Economics, summa cum laude, from Cornell University and earned JD/MBA degrees from Harvard University.
BARRY FRIEDBERG
Barry Friedberg is Co-Chairman of the Board of NYPB&T. He has served as a member of the Board since 2004.
Prior to joining the Board of Emigrant Bank, Mr. Friedberg was Executive Vice President and member of the Executive Committee at Merrill Lynch for more than 10 years. From 1985 through 1993, Mr. Friedberg was head of the Global Investment Banking Division of Merrill Lynch. In 1985, when Mr. Friedberg assumed these responsibilities, Merrill Lynch was ranked 6th or lower in the debt, equity, and M&A league tables. By the end of Mr. Friedberg’s period of leadership, Merrill Lynch was #1 in the league tables for all of these products. Mr. Friedberg’s responsibilities also included oversight of the investment activities of Merrill Lynch which included approximately $1 billion of private equity investments and approximately $1.5 billion of leveraged financing for middle market companies.
BILL STAUDT
Bill Staudt is Vice Chairman of Emigrant Bank and Partner at Emigrant Capital Corporation. Prior to Emigrant, Mr. Staudt was founding Managing Partner of Environmental Capital Partners, as well as Managing Partner of Hamilton Capital Partners, which sponsored leveraged buyouts of middle-market companies in the United States and Sweden.
He has substantial management experience, most recently as President and CEO of Sirit Inc. and formerly as President of Hamilton Development Corporation. In addition, he serves on the Board of Directors of Nicklaus Companies and Fiduciary Network. Mr. Staudt received a BA in Economics from Yale University and a JD from University of Michigan Law School.
ANDY AUGENBLICK
Andy Augenblick is the President of Emigrant Bank Fine Art Finance. Prior to co-founding the company, he was President and Co-Owner of Related Companies, a privately held real estate and investment company. Before joining the Related Companies in 1985, he was a Consultant at McKinsey & Company.
In addition, Mr. Augenblick was named one of the Top 100 Collectors in the United States by Art & Antiques Magazine. He is a graduate of Dartmouth College and Harvard Business School.