Jeffrey Sweeney
Chairman & CEO
Jeffrey Sweeney is a lifelong entrepreneur with extensive experience in leading firms with a forward-thinking approach. Currently Chairman and CEO of US Capital Global, a full-service private financial services group headquartered in San Francisco, Mr. Sweeney is a keen supporter of technological innovations that can help to improve and grow the finance sector.
Now in its twentieth year, US Capital Global has established itself as a FinTech investment bank through deploying a successful strategy that leverages technological innovation (FinTech) and regulatory developments (RegTech). The group is a leading provider of sophisticated financing solutions and investment opportunities for lower middle market businesses. Under Mr. Sweeney's leadership, the group consistently fulfills its commitment to doing well by doing good through facilitating profitable economic development that also has a positive social and environmental impact.
Prior to being a financier, Mr. Sweeney served as a principal and CEO of Machine Works Corporation, a lower middle market aerospace manufacturing company. His experience leading a business in the highly-regulated aerospace manufacturing industry has led to his appreciation of the need to work closely with regulators while adopting technological solutions to innovate in the sector. This successful approach has been brought over to US Capital Global, where leveraging innovation and regulatory developments has been a key driver in the firm’s growth as a FinTech investment bank.
As an experienced speaker and panel chair, Mr. Sweeney brings a dynamic yet structured approach to engaging the panel and the audience. He frequently presides over and participates in a variety of finance and FinTech events, and recent speaking engagements include:
• Commercial Finance Association (CFA)
• Turnaround Management Association (TMA)
• Equipment Leasing and Finance Association (ELFA)
• Euromoney Institutional Investor PLC
• Opal Group
• University of California, Santa Barbara Economics Club
• San Jose State College Economic Department
Mr. Sweeney has also authored numerous articles in leading industry journals, such as ABF Journal, ABL Advisor, The Secured Lender, and The Fintech Times. He holds a bachelor’s degree in Business Economics from the University of California, Santa Barbara, and is active in the Southern California and San Francisco chapters of ACG, TMA, CFA, and other financial organizations. He is an avid sailor, a certified yoga instructor, and a longstanding contributor to the San Francisco Food Bank and Food for Life Vrindavan, an educational nonprofit for girls based in Vrindavan, India.
Email: jsweeney@uscapglobal.com
Phone: +1 (415) 889 1010
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Charles V. Towle
COO and Managing Partner
Since joining US Capital Global in 2006, Charles V. Towle has significantly contributed to the firm’s growth into a leading private financial group for small and medium-sized businesses globally. As COO, Mr. Towle oversees 50+ banking professionals in addition to the firm’s established affiliates and institutional investors. During his tenure, Mr. Towle has overseen the origination and closing of over $6 billion in transactions. Mr. Towle is also the Division Head and licensed principal of US Capital Global Securities, LLC, a FINRA-registered broker-dealer affiliated with US Capital Global.
A structured funding and corporate finance specialist, Mr. Towle has over 10 years of business development, asset management, corporate finance, capital markets, and general business management experience. Prior to joining US Capital Global, Mr. Towle gained extensive entrepreneurial and investment experience, serving as a limited partner, financial officer, or board member of various investment and endowment funds and small and medium-sized businesses, both in the United States and abroad.
Mr. Towle has served as a board member for Turnaround Management Association (TMA). Currently, he sits on the National Board of the Commercial Finance Association (CFA), and remains a member of TMA and Association for Corporate Growth (ACG).
Mr. Towle chairs the finance committees of two educational trusts, and serves as a board member of Bhakti Projects, Inc., an international non-profit. He actively supports a number of local and international non-profits, including The Puente Project in California and Food for Life in India. In addition, he collaborates with Cranmore Foundation , a thought leader in organizational wisdom.
Mr. Towle received a B.S. in Business Administration (emphasis in Corporate Finance and International Business) and an M.B.A. (emphasis in Sustainable Business) from San Francisco State University. He holds Series 24 and 79 registrations from FINRA.
Email: charles@uscapglobal.com
Phone: +1 (415) 889 1022
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Ish Spencer
Partner, Corporate Finance
Ish Spencer is Managing Director and Partner at US Capital Global, responsible for directing all aspects of the firm’s nationwide business origination program, business development, underwriting of commercial loans, and client relationships. Mr. Spencer brings extensive multi-disciplinary experience to the US Capital Global team, including special expertise in particular verticals, such as real estate, healthcare, technology, and manufacturing (including their overlap in the medical device, biotechnology, and nanotechnology industries).
Since joining US Capital Global in 2010, Mr. Spencer has helped grow the firm into a leading private financial group for medium-sized businesses in the United States. As Managing Director, Mr. Spencer oversees the US Capital Global deal teams at the firm’s San Francisco headquarters, made up of banking professionals, business analysis, and underwriters. Mr. Spencer also oversees a robust proprietary network of 500+ business brokers and referral sources across the United States.
A serial entrepreneur and a corporate finance specialist since 1998, Mr. Spencer has decades of business development, asset management, private investment, asset and market evaluation, business analysis, and general business management and operations experience. Mr. Spencer runs his own family office business, Spencer Family Investments, LLC, which focuses on syndicated investments in real estate and stockholdings, as well as in other investment funds. Mr. Spencer is also co-founder and co-CEO of Ocean Travelers, a private real estate investment management firm focused on syndicated investments in emerging markets.
Prior to setting up Ocean Traveler, Mr. Spencer worked as a quality systems auditor at Reglera, a regulatory compliance and quality assurance consulting and process outsourcing company. Reglera serves the medical device and tissue banking industries, and its clients range from small start-ups to large multi-national companies. Mr. Spencer also worked at RTC Group, which serves the real-time and embedded computer market, and at Quantum Dot Corporation, a privately held business in the biotechnology industry, which deepened his insight into the healthcare and technology verticals.
Mr. Spencer supports a number of philanthropic projects including Food for Life, an international humanitarian non-profit association in India. He also serves as a financial adviser to the board of Braj Bhumi Group Inc., a registered California nonprofit. Braj Bhumi Group is a network of experienced professionals who provide a full range of pro bono financial, management, and strategic services for local and international nonprofits.
Mr. Spencer received his B.S. in Chemistry from the University of California, Berkeley, his M.S. in Chemistry from the University of California, San Diego, and his M.B.A. from San Diego State University.
Email: ish@uscapglobal.com
Phone: +1 (415) 889 1023
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Frank Villarreal
Senior Vice President
Frank Villarreal is a Senior Vice President at US Capital Global. He brings 24 years of experience in the financial services industry to the firm’s Investment Banking group. Mr. Villarreal’s responsibilities at the US Capital team include sourcing and vetting alternative asset funds and capital raises for the firm’s Wealth Management division, with a focus on the high net worth client, family office, and independent wealth advisor channels.
With 24 years of asset management and client relationship experience, Mr. Villarreal has a strong and distinguished track record at industry leaders such as Merrill Lynch, Hambrecht & Quist (Executive Financial Services), Credit Suisse (US Private Banking), J.P. Morgan Securities (Private Wealth Services), and Stifel Financial Corp. (Private Client Group).
Most recently at Stifel in San Francisco, Mr. Villarreal was responsible primarily for portfolio management for the firm’s private and corporate clients, and for developing the firm’s international clientele for domestic public and private investments. At Credit Suisse, he provided US private banking services for domestic and international clients, and at J.P. Morgan he provided asset management and credit solutions to targeted high net worth clients, while assisting private wealth clients with retirement plan strategies.
Mr. Villarreal graduated with a B.S. in Business Administration (Finance) at San Francisco State University.
Email: fvillarreal@uscapglobal.com
Phone: +1 (415) 889 1047
Mobile: +1 (415) 350 4092
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Lisa Terk
Senior Vice President
Lisa Terk is a Senior Vice President at US Capital Global specializing in private equity and private debt. Ms. Terk comes to US Capital Global with 25 years of Financial Services experience in wealth management, investment banking, and capital markets.
Ms. Terk began her career as a Financial Advisor for Morgan Stanley Wealth Management and has since occupied a variety of financing and advisory roles, which have enriched her reputation for both recognizing undervalued companies and bringing transactions to a successful finish. Experienced in sourcing timely opportunities across various market sectors, Ms. Terk has advised both private and public companies and served many Fortune 500 clients. She specializes in cash management and financing for Fintech, Cleantech, Pharma, Biotech, Consumer Retail, Hospitality, Energy & Natural Resources sectors.
Prior to joining US Capital Global, Ms. Terk specialized in Corporate Executive Stock Plans for the Wealth Management division at Oppenheimer & Co. and acted as Special Advisor to the premier investment banks WR Hambrecht in San Francisco and Ardour Capital Management in New York.
Ms. Terk has been active in charitable fund raising for notable causes in the Bay Area such as the NFL Alumni Association & the Haight Ashbury Free Clinics. She received her bachelor’s degree with honors from McGill University and is fluent in French. Ms. Terk maintains Series 7, 63, and 65 licenses in good standing, and is a rule 144 and 10B5-1 specialist.
Email: lterk@uscapglobal.com
Phone: +1 (415) 889 1026
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Pankaj Vashisth
Senior Vice President
Pankaj Vashisth brings over 20 years of experience managing global teams at Fortune 500 companies. Having previously worked for Bank of America, Merrill Lynch, Swiss Re, First Data, and Deutsche Bank, he has significant experience in M&A, debt financing, real estate investment, asset management, and risk management. At US Capital Global, Mr. Vashisth is responsible for all aspects of the firm’s debt and equity business development, advisory services, and client relationship management.
Mr. Vashisth holds an extensive, proven record of combining insightful business analysis with in-depth knowledge of strategic planning and executive leadership to improve team operations and increase company revenue. Leading cross-functional teams in the development of high-tech products and working to develop new business relations with multinational companies, Mr. Vashisth has significantly increased business revenue for multiple enterprises.
With a strong background in innovative healthcare and IT, Mr. Vashisth has developed, implemented, and managed a notable range of national healthcare programs in various markets, such as Medicare, Medicaid, and ACA for leading insurance companies. Serving as Project Director and Program Manager, Mr. Vashisth has worked closely with State and Federal healthcare agencies and regulatory organizations, developed business plans for Duke University Hospital, and practiced as a researcher of microbial genome sequences at leading universities.
Mr. Vashisth has many years of entrepreneurial and business management experience, having partnered with and sold several successful manufacturing companies in the early 1990s that supplied leading international brands. Working alongside Suzuki, GM, Hyundai, Gap, and Disney, among others, his businesses spanned automobile engineering, aviation lighting engineering, fashion, and film and television.
Mr. Vashisth completed his Master of Business Administration at the Fuqua School of Business, Duke University. Prior to this, he graduated from University of Texas with a Master of Science in Health Information Science, and Bangalore University in India, with a bachelor’s degree in Engineering.
Email: pv@uscapglobal.com
Phone: +1 (415) 889-1034
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Mitchell R. Cohen, Esq.
Senior Vice President and Partner
Mitch Cohen is a Senior Vice President and Partner at US Capital’s Philadelphia office. As head of this regional office, he is responsible for US Capital’s growing client base in the Northeastern United States, providing them with the group’s full range of financial services, including corporate finance, asset management, M&A, and advisory services. Mr. Cohen has particular experience in corporate finance, including senior debt, mezzanine, and equity funding, as well as workout and restructuring financing.
Mr. Cohen is Of Counsel at the Law Offices of Kotlar Hernandez & Cohen, LLC, where he directs the firm’s Real Estate & Corporate Law practice areas. Mr. Cohen is also spearheading the development of the firm’s interdisciplinary and dynamic Alternative and Renewable Energy practice group. He represents real estate clients in acquisition, development and funding matters and corporate clients in all aspects of business-related matters and transactions, including M&A, plant and product expansion, succession planning, and divestitures.
Mitch has served as counsel to retail, office, industrial, and residential developers throughout the Northeast US region with respect to acquisitions, dispositions, land use, financing, construction, leasing, and property management matters. In this arena, Mr. Cohen has represented lenders, large national REITS, small developers, and equity funding sources. Mr. Cohen also brings to US Capital his years of experience as a real estate developer, including his role as CEO and a principal of Cohen Development Group LLC, a commercial real estate development company based in Marlton, New Jersey.
Mr. Cohen has represented international oil and refining companies, transportation companies, high-tech and biotech companies, medical service providers, solar energy development companies, equity funds, national lenders, and clients engaged in business ventures in emerging green energy fields. His clients include solar and other alternative energy developers, EPC contractors, energy consultants, and renewable energy funding sources. Mr. Cohen also served as General Counsel to the New Jersey Renewable Energy Coalition and worked with Governor Chris Christie and his staff on crafting NJ solar energy policies.
Mr. Cohen graduated from Drexel University with a B.S. in Business Administration and obtained his J.D. degree from Temple University Beasley School of Law, where he served as Editor-in-Chief of the Temple Law Quarterly (Temple Law Review).
Email: mcohen@uscapglobal.com
Office: +1 (856) 751-7676
Mobile: +1 (609) 828-1788
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Robert Jones
Vice President
A seasoned investment professional, Robert Jones brings a strong background in later-stage growth capital and public company finance to US Capital Global. As a Vice President in the group’s Investment Banking division, Mr. Jones is responsible for all aspects of the group’s debt and equity business development, structuring of financing solutions, and client relationship management.
Mr. Jones holds decades of Wall Street experience focused on portfolio management, arbitrage strategies, financial terminology, and due diligence in all sectors. He has more than 25 years of experience as a business coach and expert in the financial services industry. He has received numerous awards for excellence among his peers during his tenure at First California Capital, Kirlin Securities, and Fleet Bank.
Awards Mr. Jones has received include the National Contest for Small Business Lines of Credit at Fleet Bank in 2005; Chairman’s Council in 2001 at Kirlin Securities; SFNABA Firm of the Year Award Recipient in 2002; Certificate of Completion from the US Department of Housing and Urban Development, “The Art & Science of Grant Writing”; edX-HarvardX – Honor Code Certificate for Contracts; and Yale University for Financial Markets.
Mr. Jones is a graduate of the Securities Training Institute (Investment Banking and Finance). He excels in conducting diversity and inclusion communications with sales teams and designing strategies to generate and inspire real, diverse relationships among employees.
Email: rjones@uscapglobal.com
Phone: +1 (415) 696-2067
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David Reinikainen
Vice President
As Vice President, David Reinikainen (J.D. LL.M) comes to US Capital Global with over 19 years of experience in the financial services industry focusing on M&A, common equity, preferred equity, mezzanine debt and senior debt, and corporate tax planning and compliance. Previously, Mr. Reinikainen served in an in-house tax counsel role at The GEO Group, Inc. (GEO), which is the first fully integrated equity real estate investment trust (REIT) that designs, finances, develops, and operates secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom.
Mr. Reinikainen has stellar corporate tax skills demonstrated over 15 years by delivering tax planning and compliance solutions to companies for their mergers, acquisitions, reorganizations, and divestitures. His work as a key tax and finance expert led to a successful award of a $700 million project financed via a public-private partnership structure. Mr. Reinikainen was also an integral member of an M&A team that acquired eight facilities for cash consideration of $307 million. Most recently, he provided guidance on how to structure an equity rollover involving a $100 million transaction.
Mr. Reinikainen has extensive experience in building and managing multi-functional M&A teams and working with company executives to bridge legal, tax, financing, treasury, accounting, and operations teams, streamlining operations by implementing cohesion strategies. With nearly two decades of experience with private funds and financial modeling for multifamily investors, Mr. Reinikainen has worked with partners to build debt and equity capital stack. His extensive tax advisory experience includes modification of debt for both the issuer and creditor, as well as advisory on stock options and tax treatment for both taxable and tax-free business combinations.
Mr. Reinikainen has also personally developed custom homes and a multifamily project. He previously served in a business development role for IPX1031, which is a subsidiary of Fidelity National Financial, Inc. (NYSE:FNF), a leading provider of title insurance, specialty insurance, claims management, information services, and other real estate related services.
Mr. Reinikainen holds a B.A. in Mandarin Chinese and Area Studies from Rutgers University, a J.D. from the University of Iowa, and an LL.M. in Taxation from the University of Florida. Mr. Reinikainen has presented in many real estate and aviation conferences and holds the following professional licenses: FINRA Series 7 – General Securities Representative, Florida Real Estate Salesperson, and Florida 2-15 Life and Health Insurance.
Mr. Reinikainen is a devoted family man who loves golf, photography, and the outdoor tropical living offered in South Florida.
Email: dreinikainen@uscapglobal.com
Phone: +1 561 344 2317
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Ryan Richard
Vice President, Dallas Office
As head of US Capital’s Dallas office, Ryan Richard is responsible for the group’s growing client base in the South Central region of the United States. With his multi-cultural upbringing and extensive international business experience, Mr. Richard specializes in complex business development, structuring, and finance projects that carry a cross-border or international dimension. From US Capital’s Dallas office, he provides clients with the group’s full range of financial services, including corporate finance, asset management, M&A, and advisory services. In addition, he is helping US Capital grow its presence in Asia, Africa, and the Middle East in collaboration with the group’s regional headquarters in Dubai.
Mr. Richard comes from a consulting and private equity background, where he specialized in the client development and relational capital side. He has run several regional and global headquarters with reach into over 100 countries. An entrepreneur and business development specialist who has travelled to over 35 countries, Mr. Richard bring to US Capital and its clients his strategic vision, client-focused planning and structuring, and extensive global network of business, financing, and investment contacts.
Prior to joining US Capital, Mr. Richard was CEO at a boutique business development consulting firm, The Praetoryan Group, where he provided advisory services for international infrastructure projects, green bonds, and offset fulfillment and countertrade development for developing nations. Prior to this, Mr. Richard worked at Lindell Foundation, where he focused on implementing blockchain technology for philanthropic projects and developed a pilot project in 120 countries. Previously, he was International Head of Client Development at private equity firm DTX Energy Capital, where he developed international capital relationships with family offices, private banks, and wealth managers. At private equity firm Proven Fields Oil & Gas, he was responsible for securing acquisition targets for a portfolio of investment funds.
Mr. Richard studied at the University of North Texas and at Southern Methodist University in Dallas, Texas. He is married and lives in Dallas.
Email: rrichard@uscapglobal.com
Phone: +1 214-226-5226
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Roger Allen
Managing Director, London Office
As the UK Managing Director, Roger Allen is responsible for all aspects of US Capital Global’s London Office. Mr. Allen focuses on connecting investors and financial allocators to expert fund managers and entrepreneurs with a compelling edge, specialising in niche strategies and innovative projects.
Mr. Allen’s career in the financial markets spans some 40 years, and he has notable experience in a wide range of investment sectors, including FinTech, RegTech, real estate, alternatives, and medical, with a strong appreciation of ESG and impact investing. In addition to serving as Director at PMA Assets Ltd, Mr. Allen is also currently Co-Chair at Goldfingr’s London chapter. A thinktank, incubator, and socially conscious business accelerator, Goldfingr is the first ever digitized deal club. Mr. Allen’s extensive and frequent travel has ensured he is highly networked globally.
During his nine years in asset management, Mr. Allen successfully won sizable long-term mandates, built solid institutional investor pipelines, and significantly upgraded the professional profiles at a global fund of funds and a niche equity manager. Prior to this, during a period of 29 years, Mr. Allen profitably built and ran a variety of global businesses within a number of top-tier international banks, including Bankers Trust, Merrill Lynch, and Dresdner Kleinwort.
Mr. Allen is a graduate summa cum laude of the university of life.
Email: rallen@uscapglobal.com
Phone: +44 7831 222 599
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Charles Goodfellow
Vice President and Shareholder
Charles Goodfellow has over 30 years’ experience in the London capital markets, having worked initially in equity sales and then in corporate finance for various London investment banks and corporate finance specialists. He specializes in assisting smaller companies across a range of sectors in raising growth capital, as well as targeting industry partners capable of taking strategic stakes and control.
Mr. Goodfellow has contributed individually or in partnership on deals in the oil and gas sector, mining, industrial, and entertainment services, as well as in technology and the clean tech sector. Clean tech focuses specifically on the water sector, renewable energy, and all technologies relating to maximizing the efficient use of scarce water resources, alongside the reduction of negative environmental impacts. Many of these deals have covered a range of emerging markets, and from under £1 million to £100 million.
Mr. Goodfellow is multilingual, speaking an additional five languages after English, which has proved extremely helpful for cross-border transactions. When he is not busy on transactions, Mr. Goodfellow enjoys skiing, tennis, swimming, and learning new languages.
Mr. Goodfellow studied Finance at ESCP Europe, and he graduated with a B.A. in Economics and Politics from McGill University.
Email: cgoodfellow@uscapglobal.com
Phone: +44 (0)7767 688 457
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Joshua Hawley
Director, Dubai Office, United Arab Emirates
Joshua Hawley is Director of US Capital Global’s GCC (Gulf Cooperation Countries) and Africa division. As head of the group’s Dubai office, Mr. Hawley is responsible for US Capital Global’s African and Middle Eastern clients, providing them with its signature range of financial consulting services, including business and corporate structure, onshore and offshore structured finance, FinTech, M&A, and digital assets and cryptocurrencies. Mr. Hawley conducts his role at US Capital Global with a key focus on African market entry and exit.
Mr. Hawley’s primary interest lies in the logistics of marrying legacy systems and asset classes with new technology. He is the founder of numerous finance and FinTech companies across several continents, through which he advises governments, industry leaders, start-ups, and established enterprises on coupling their existing operations with new technology. Mr. Hawley is currently involved in blockchain and digital asset projects in Dubai, Switzerland, Japan, South East Asia, Mauritius, the African continent, and the USA, and he counts quantum computing, AI and the Internet of Things (IoT) among his many interests.
Mr. Hawley is the Founder of RegD.US LLC, which provides end-to-end managed solutions for regulated private placements and holds a network of over 3000 accredited investors across more than 40 countries. He also founded Rocky Mountain Blockchain, a Wyoming-based digital asset advisory firm offering over $1 billion per day in BTC liquidity, and Blockchain Mauritius Foundation, which was established to assist governments and regulators identify and implement policy surrounding ICOs, cryptocurrency, AI, IoT, and blockchain throughout Africa. To this end, he is also the co-founder of the non-profit Mauritius Ethereum Foundation, which aims to serve African industry and governments through education and policy-making assistance with the support of over 170 Fortune 500 companies.
Mr. Hawley studied FinTech Law at Duke University, obtained his B.A. in International Business Management from Webster University, and studied Quantum Consciousness under Dr. Ravi Gomatam at the Bhaktivedanta Institute in Berkley, California.
Email: jhawley@uscapglobal.com
Phone: +971 50 764 0788
Mobile: +1 307 205 3066
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James B. Baty, Ph.D.
Advisor
Dr. James B. Baty is a member of the Advisory Board of Directors of US Capital Global. He is recognized as an expert in the design, implementation, and management of large-scale distributed information technology. With Dr. Baty as a strategic advisor, the US Capital team is well-positioned to accelerate the market disruption the firm has already been causing in the evolving FinTech arena, with a focus on the small and lower middle market.
At Oracle Corp., Dr. Baty served as Vice President of the Global Enterprise Architecture Program, defining hybrid cloud architecture and enterprise technology strategies. Prior to Oracle, Dr. Baty was Vice President, Chief Architect, and CTO for Sun Microsystems’ Global Sales & Services division. He is renowned for his work designing key business systems for global telecommunications and financial services companies. Dr. Baty was the first person in the Sun Services division to be recognized as a Sun Distinguished Engineer.
With twenty years of practice in the industry, Dr. Baty has served as the lead architect for multiple national ISP systems with up to several million users, for a major Internet stock brokerage system, for a global messaging networks for international banks, and for the reliability design of a multi-continent international financial trading system for international financial institutions. In addition, he has provided performance and capacity consulting for some of the Internet’s highest volume transaction systems.
Dr. Baty has a Ph.D. in Management Science and Information Systems from the University of Texas (1992), and an M.P.A. from Texas A&M University (1981) with specialization in Technology Policy. Dr. Baty has served as a Visiting Professor and Research Fellow at the Erasmus University Rotterdam Institute for Decision & Information Systems, Netherlands, as well as a Member of Technical Staff and Program Administrator for the Software Technology Program at Microelectronics and Computer Technology Corp.
Email: jbaty@uscapglobal.com
Phone: +1 (415) 889 1010
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Bruce Canvasser, ND
Senior Vice President
Dr. Bruce Canvasser is a Senior Vice President and a member of the Advisory Board of Directors at US Capital Global. Dr. Canvasser is a highly experienced healthcare professional, with more than 35 years of experience in the healthcare industry. He has served as Instructor of Botanical Medicine, Clinic Director, and Board of Trustee member at National College of Naturopathic Medical School in Portland, Oregon, now called National College of Natural Medicine. Dr. Canvasser was appointed by two Governors of the State of Oregon to serve for two three-year terms on the Oregon Board of Naturopathic Examiners.
Dr. Canvasser specializes in botanical medicine, and currently serves on the Medical Advisory Board of Integrative Therapeutics, LLC. Until 2002, Dr. Canvasser served as Executive Vice President of Doctors at Integrative Therapeutics. Integrative Therapeutics develops unique formulations that safely and effectively integrate with diet and lifestyle recommendations for improved patient health.
Dr. Canvasser was co-founder of NF Formulas Inc., one of the first dietary supplement companies to serve naturopathic and other health care professionals. He served as President and CEO of NF Formulas between 1978 and 2000, until it was purchased by North Castle Partners and became part of Enzymatic Therapy. At NF Formulas, Dr. Canvasser developed many unique herbal-based nutritional formulas that continue to be widely used today.
Dr. Canvasser holds a B.S. in Education from Wayne State University in Detroit, Michigan. He also holds a B.S. in Human Biology from Kansas Newman College in Wichita, Kansas, and completed his Pre-medical Studies at Michigan State University in Lansing, Michigan. He received his Doctor of Naturopathic Medicine degree in 1978 from National College of Natural Medicine (now National University of Natural Medicine).
Email: bcanvasser@uscapglobal.com
Phone: +1 (415) 889 1010
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Enrica Acuto Jacobacci
Director, Milan office, Italy
Enrica Acuto Jacobacci is the director of US Capital Global’s Milan Office. During her professional life, Ms. Jacobacci has worked with both domestic and international clients, ranging from public institutions to large multinational companies operating in a wide range of sectors, from luxury to mass market, and from non-profit to financial services.
Ms. Jacobacci’s career began in Brand Marketing Management for Danone Italia, and in 1999 she founded Akura, a brand communications agency that in 2003 merged with Eclettica, one of Italy’s first web agencies. Ms. Jacobacci is a shareholder of FINPAT, a holding company that controls several Italian and foreign firms involved mainly in legal consultancy services, marketing, and real estate. Among them is Jacobacci & Partners, Italy’s internationally recognized, top-ranking legal firm, specializing in intellectual property.
The Jacobacci Group now accounts for almost ten different companies in Italy, France, Spain, and Switzerland, and Ms. Jacobacci has managing roles in most of them. She is Vice President and CEO of Jacobacci & Partners in Italy, President of the Board of Directors of Jacobacci in Spain, and President of Comitè de Direction of Jacobacci Coralis Harle in France.
Ms. Jacobacci is on the Advisory Board of EMBA Ticinensis, where she also teaches Brand Management, a subject she has taught in other Italian business schools, at the International School of Design (IED), and at the Politecnico of Torino. Valuing gratitude and reciprocity, Ms. Jacobacci serves as a patron and board member of several cultural and social associations, such as Egyptian Museum of Torino, Teatro Regio, and Circolo dei Lettori, among notable others. As a keen supporter of innovation, she sits on the jury of several innovation awards associations and is a member of the Italian investor club, Club degli Investitori.
Ms. Jacobacci graduated with a degree in Business Economics from the University of Turin, followed by a postgraduate degree in Marketing at INSEAD Executive Education in Fontainebleau, and further education at Harvard Business School. In 2016, she was awarded “E&Y Entrepreneur of the Year” and in 2018 the “Brandforum Slow Boss Award.”
Email: eacuto@jacobacci.com
Phone: +39 011 2440311
Mobile: +39 366 6496326
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Jarrod Robertson
Senior Vice President, Swiss Office
Jarrod Robertson is a Senior Vice President at US Capital’s Swiss office. As a member of this regional office, he is responsible for US Capital’s clients in Switzerland and adjacent EU countries, providing them with the group’s full range of financial services, including corporate finance, asset management, real estate finance, M&A, and advisory services.
Mr. Robertson has over 10 years of experience working in the international market acting as a bridge between the US and the EU, providing cross-jurisdictional business consultation services and advising on project development, go-to-market and MVP strategies, market penetration, and capital formation with a specialization in private debt, bond, and equity structuring. Throughout his career, he has partnered almost exclusively with companies that focus on green energy, renewable energy, and breakthrough technologies.
Prior to joining US Capital, Mr. Robertson has served as a startup executive with several companies focused on the environment and on breakthrough technology in the US, European, and Asian markets. He has been a part of successful capital raises, mergers and exits. He has also served as a partner and founder of London- and Switzerland-based consulting firms.
Mr. Robertson holds a B.B.A. in Business Administration and Management from the University of Alabama at Birmingham. He is fluent in several European languages.
Email: jrobertson@uscapglobal.com
Phone: +41 78 220 7511
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Teresa Grobecker
Advisor
Teresa Grobecker is a n advisor at US Capital Global. Coming to the firm with a wealth of financial and real estate expertise, Ms. Grobecker has brokered hundreds of transactions for her clients and agents, which have included traditional, probate, bankruptcy, short sales, and foreclosure situations. Ms. Grobecker’s active engagement in FinTech combined with her extensive expertise in real estate have led to years of experience in property tech, real estate referrals and developers, bridge financing, hard money loans and stable loans, mortgage lending, and institutional lending.
Ms. Grobecker launched her career in financial services, and aside from her extensive work with the non-profit futurist think tank DaVinci Institute, Ms. Grobecker is the Founder and CEO of Grobecker Holland International, the first escrow company in California to seamlessly convert Bitcoin into real estate. Ms. Grobecker runs her company and all her client relationships on a foundation of trust, ethics, and a firm belief that putting the client’s needs first will yield the best possible results for all parties involved. Ms. Grobecker is also the CEO of her second FinTech company, Real Estate Consortia.
Ms. Grobecker graduated from Dominican University of California with a B.A. in Politics, International Studies and Pre-Law. She went on to complete her M.B.A. in Global Strategic Management, graduating cum laude after only one year, while serving as a board member and founder of several student, governing, and non-profit bodies. Ms. Grobecker also supports the non-profit organization Rebuilding Together San Francisco, which mobilizes civic engagement in the renovation and rejuvenation of low-income homes and communities.
Ms. Grobecker is a registered Chartered Retirement Planning Counsellor (CRPC) and holds the following financial credentials: CA BRE 01908507, NMLS 1286612, CA INS 0F41063.
Email: tgrobecker@uscapglobal.com
Phone: +1 (415) 889 1028
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Vanessa Guajardo
Chief of Staff
Vanessa Guajardo is the Chief of Staff at US Capital. She is responsible for the successful coordination of all marketing and PR activities, overseeing and organizing company-related investor events and nationwide industry events, with a focus on business development and strong investor relations.
Prior to joining US Capital Global in 2017, Ms. Guajardo helped forge the notable growth of Oliver Luxury Real Estate, widely recognized today as the market leader in Lake Tahoe luxury. In her role as Marketing Director, Ms. Guajardo took responsibility alongside the CEO for the company’s brand development, fashioning an image and standard built upon strong ethics, vast market knowledge, extensive exposure, and personalized attention to clients’ needs. In an affiliation with Christie’s International Real Estate, Ms. Guajardo’s work bore international influence, and her contribution at Oliver Luxury Real Estate saw an estimated regional growth in sales of 320% within three years.
Possessing a strong repertoire in all elements of design, and with over a decade of high-end professional experience in the field, Ms. Guajardo’s distinction in the creation of a comprehensive range of marketing and advertising materials has received high acclaim. Her 2016 Luxury Collection Book for Oliver Luxury Real Estate was awarded the 2017 Silver ADDY Award in the category of “Product or Service Sales Promotion.”
A certified yoga teacher, classically trained ballerina, and accomplished snowboarding instructor, Ms. Guajardo frequently supports various charitable causes through her participation in sporting events, such as the AIDS Life Cycle. Prior to her further education in the Arts at San Francisco City College, Ms. Guajardo majored in Fine Arts and Painting at the California College of the Arts.
Email: vanessag@uscapglobal.com
Phone: +1 415 889 1045
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Daria Sukhacheva
Marketing and Client Relations Manager
Daria Sukhacheva is a Marketing and Client Relations Manager at US Capital, responsible for implementing the group’s global marketing and investor relations strategies. Ms. Sukhacheva manages a division of the group’s marketing team, organizes its online and in-person investor events, and specializes in the creation and delivery of US Capital’s video marketing.
Prior to joining US Capital in 2016, Ms. Sukhacheva worked within consumer retail marketing for several major global brands, including MasterCard, where she launched its Priceless Cities campaign in Moscow; and Guess Watches, where she was responsible for the company’s first smartwatch campaign. Ms. Sukhacheva comes to US Capital with extensive project management and PR experience, gained while working in partnership with the Olympics Committee during the Sochi and the Rio Olympic Games, where she developed project financial structures and planned EVS operations. She has also served as a PR Manager and a Fashion Editor for notable arts media firms across Europe.
Ms. Sukhacheva is currently completing her MBA degree in Project Management at Westcliff University, while expanding her skillset and developing her Java coding skills in her spare time. She is a strong advocate for volunteering and most recently participated in fundraising events for Naked Heart Foundation, which aims to build an inclusive society through the construction of orphanages, children’s hospitals, playgrounds, and rehabilitation centres. Ms. Sukhacheva received her bachelor’s degree in Marketing and Public Relations and is a certified coder.
Email: dsukhacheva@uscapglobal.com
Phone: +1 415 889 1010
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Fana Richardson
Marketing and Client Relations Manager
Fana Richardson is responsible at US Capital for the group’s global client relationship management system. In addition, she helps coordinate US Capital’s marketing campaigns and oversee its customer relations, marketing automation, and marketing analytics. At US Capital, Ms. Richardson manages a small but highly effective team, and her efforts over many years have strongly supported the group’s rapid expansion across the US and internationally.
Ms. Richardson began her career at US Capital as an ambitious Marketing Assistant, quickly advancing to become a Marketing Analyst and then a Marketing and Client Relations Manager. Through her creative vision and commitment to excellence, she has established a reputation at US Capital for resolving difficult challenges through her creativity and perseverance, for bringing people together, and for advancing US Capital’s global growth.
Ms. Richardson’s journey into a career in Finance began in her hometown of Oakland, California, where she was able to acquire a vast network of industry professionals. She refined this natural skill of hers while attending California State University Northridge, where she also honed her ability to communicate on a broad level, making herself a fixture on the CSUN campus.
Email: frichardson@uscapglobal.com
Phone: +1 415 889 1045
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