Meet Our Team

Dealmaker and finance professional with a strong experience in deal marketing, capital raising and strategic networking. Leading execution and deal origination across global markets for Vortex Capital and advising on complex transactions. Provides strategic guidance and leverages his extensive network to support the firm’s growth and client success.

Strategic Advisor with over 25 years of experience and previous roles at Credit Suisse, J.P Morgan, Merrill Lynch and Morgan Stanley. Previously managed team of 65 advisors covering wealth clients UHNWIs, Family Offices, External Asset Managers. Extensive relationships with investors across Europe. Joining as a Partner in August 2025.

Over 15 years of experience working with UHNWIs, family offices, venture capital firms, corporations, and heads of state around the globe. Extensive track record with more than $8 billion in transactions volume across capital raising and M&A transactions including a $5.5 billion reverse merger.

Over two decades of executive leadership, capital raising and business development experience. Founded and took multiple companies public including ShiftPixy. Raised more than $1.4 billion across equity transactions and IPOs. Deep relationships with FOs, HNWI, and Institutional Investors across the US. Leading Miami and surrounding area execution.

Deep expertise in private capital raising and fund placement leveraging a strong investor network globally. Coordinating global execution and origination team at Vortex Capital, ensuring strategic alignment and growth. Previously held a key role at an investment bank in Vancouver and has an extensive track record across life sciences, technology and asset managers.

Nearly two decades of experience in equity capital markets and investment banking. Previously held senior roles at Nomura, Capital One, Mizuho, and RBS. Advised on over $100 billion in transactions across IPOs, follow-ons, convertibles, PIPEs, and structured equity for clients in real estate, renewables, healthcare, and technology.

Veteran investment banker with over 35 years of experience and a track record of more than $20 billion in transactions across real estate, healthcare, technology, energy, financial services, consumer goods, manufacturing, media, and industrials. Founder of PCP, where he led complex capital markets and M&A advisory mandates for institutional clients.

Director of Corporate Relations, focused on sourcing and evaluating deal flow across asset managers and companies in the early and middle market. He plays a key role in ensuring alignment between capital providers and high-growth companies.

Senior Analyst with a background in investment banking and financial advisory. Before joining Vortex Capital, he worked at Evolve & Partners and held analyst roles at firms including SMC Capital and Skyway Capital Markets. He earned his B.S. in Finance from the University of Tampa’s Sykes College of Business.

Over 25 years of experience in corporate and investment banking, M&A, financial structuring, and strategic advisory. Led IPOs, PIPEs, tender offers, and public-private partnerships, with expertise in compliance, institutional funding, and collaborations with organizations like the European Investment Fund. As a member of EFRAG, he advises on financial legislation and sustainability standards in Europe.

Investment Banker with over 25+ years of experience across structured finance, derivatives, and project finance. He has led multi-billion-dollar transactions with institutions like Citi, JP Morgan, and BAML, and now focuses on renewable energy and infrastructure deals through Symphony Capital.

Seasoned director with a strong background in business development across telecom, healthcare, and finance. Over a decade of frontline sales and team leadership experience. Previous roles include spearheading global revenue growth at REVIV Global and managing key accounts across the UK market.

Over 6 years of investment banking experience, specializing in creating tailored investor materials for capital raising, conducting thorough due diligence, and driving strategic investor opportunities.

Investment banker with experience across $3B+ in M&A and capital raise transactions spanning tech, industrials, and business services. Formerly at Houlihan Lokey and EdgePoint Capital, he has advised on deals ranging from $5M to $1B and co-founded a U.S.-based advisory firm. Brings deep exposure to the lower middle market and a strong U.S. investor network.

Entrepreneur and investor with over 20 years of experience across hedge funds, venture capital, fintech, and life sciences. Co-founded and scaled multiple high-growth companies, including leading one of the largest Series A rounds in biotech history and helping build a fintech platform from $100M to $5B in AUM. Brings a deep U.S. network, capital markets expertise, and a strong focus on scaling ventures and unlocking value across sectors.

20+ years of experience across M&A, capital raising, and strategic advisory roles in life sciences, medtech, and clean tech. Formerly at Goldman Sachs and AstraZeneca, she has led and executed cross-border transactions across Europe, the UK, U.S., and China. Brings deep institutional investor relationships and a strong focus on biotech and AI-driven healthcare innovation.

Investment banker with 15+ years of experience across M&A, growth capital, and private equity advisory. Former roles include Houlihan Lokey, Lincoln International, and GP Bullhound, with a focus on technology, media, and consumer sectors. Has advised on numerous cross-border transactions and brings a strong global investor network.