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Leadership

Representing a majority of the equity ownership, Offit Capital is led by the firm’s collaborative senior leadership team of 16 partners.

Our organization, comprised of market veterans with experience from major Wall Street firms and leading investment institutions, sets the direction and ensures the firm’s values permeate all activities and interactions. Partners are responsible for all client relationships and management of investment portfolios – which we believe is a key differentiator. A flat organizational structure ensures all employees work collaboratively and cross-functionally to deliver creative, thoughtful solutions and develop strategies that optimize results.

Mark C. Abrahamsen

Partner, Client Advisory

Jyotsna V. Bean

Partner, Client Advisory

Kevin Buchert

Partner, Client Advisory

Vito Campasano

Partner, Research

Will Dixon

Co-President, Co-Chief Investment Officer

Allan Ganly

Partner, Research

Margaret M. Gonzalez

Partner, Firm Administration

Roshel Isakharov

Partner, Fixed Income Trader & Portfolio Manager

Jessica Lin

Partner, Research

Igal Litovsky

Co-President

Colby McKenna

Partner, Client Advisory

Daniel W. Offit

In Memoriam (1968-2021)

Morris W. Offit

Chairman

Ned S. Offit

Chief Executive Officer

Dr. Todd E. Petzel

Co-Chief Investment Officer, Chief Economist

Vincent M. Rella

Chief Financial Officer

Laura Tao

Partner, Research

Mark C. Abrahamsen

Partner, Client Advisory

26

YEARS of EXPERIENCE

26 years in investment management

1/17

←→

1/17

←→

PREVIOUS

  • Casey, Quirk & Associates
  • Merrill Lynch
  • Deltec Asset Management
  • BDS Securities
  • State Street Research & Management Co.

EDUCATION

  • Bucknell University (BA)
  • University of Chicago (MBA)
  • Chartered Financial Analyst (CFA) 
  • Chartered Alternative Investment Analyst (CAIA)

Jyotsna V. Bean

Partner, Client Advisory

19

YEARS of EXPERIENCE

19 years in investment management

2/17

←→

2/17

←→

PREVIOUS

  • UBS
  • Goldman Sachs
  • Professional tennis player, WTA Tour

EDUCATION

  • Princeton University (BA)
  • Columbia Business School (MBA)

Kevin Buchert

Partner, Client Advisory

19

YEARS of EXPERIENCE

19 years in investment management and capital markets

3/17

←→

3/17

←→

PREVIOUS

  • Bear Stearns
  • Offit Hall Capital Management

EDUCATION

  • Brown University (BA)
  • Fordham University (MBA)

Vito Campasano

Partner, Research

16

YEARS of EXPERIENCE

16 years in equity research

4/17

←→

4/17

←→

PREVIOUS

  • Offit Hall Capital Management

EDUCATION

  • St. John’s University (BS)

Will Dixon

Co-President, Co-Chief Investment Officer

20

YEARS of EXPERIENCE

20 years in capital markets and investment management

5/17

←→

5/17

←→

PREVIOUS

  • Memorial Sloan Kettering Cancer Center, Investments Office
  • UBS
  • Tewksbury Capital Management
  • United States Navy

EDUCATION

  • University of Southern California (BSc)
  • London Business School (MBA)

Allan Ganly

Partner, Research

19

YEARS of EXPERIENCE

19 years in investment management and financial services

6/17

←→

6/17

←→

PREVIOUS

  • UBS
  • Gottex Fund Management
  • Constellar Capital
  • HSBC Private Bank

EDUCATION

  • NYU Stern School of Business (BS, BA)
  • Columbia University (MA)
  • Chartered Financial Analyst (CFA)

Margaret M. Gonzalez

Partner, Firm Administration

43

YEARS of EXPERIENCE

43 years in firm administration

7/17

←→

7/17

←→

PREVIOUS

  • Fox & Gibbons
  • Orion Royal Bank
  • Bankers Trust
  • Veritas Capital Management

EDUCATION

  • James Madison University (BBA)

Roshel Isakharov

Partner, Fixed Income Trader & Portfolio Manager

25

YEARS of EXPERIENCE

25 years in capital markets and fixed income management

8/17

←→

8/17

←→

PREVIOUS

  • Wells Fargo Private Bank
  • OFFITBANK
  • Morgan Stanley
  • Donaldson, Lufkin & Jenrette

EDUCATION

  • Queens College-CUNY (BA)
  • Chartered Financial Analyst (CFA)

Jessica Lin

Partner, Research

19

YEARS of EXPERIENCE

19 years in capital markets and investment management

9/17

←→

9/17

←→

PREVIOUS

  • Larch Lane Advisors
  • Citigroup

EDUCATION

  • University of Pennsylvania-Wharton (BS)

Igal Litovsky

Co-President

20

YEARS of EXPERIENCE

20 years in private equity and investment management

10/17

←→

10/17

←→

PREVIOUS

  • Shamrock Holdings
  • Boston Consulting Group
  • Broadband Sports
  • Leo Burnett Company

EDUCATION

  • University of Chicago (BA); (MA)
  • Harvard Business School (MBA)

Colby McKenna

Partner, Client Advisory

12

YEARS of EXPERIENCE

12 years in investment management

11/17

←→

11/17

←→

PREVIOUS

  • Offit Capital

EDUCATION

  • University of Southern California (BA)
  • Chartered Financial Analyst (CFA)

Daniel W. Offit

In Memoriam (1968-2021)

25

YEARS of EXPERIENCE

Co-Founder - In Memoriam (1968-2021)

12/17

←→

12/17

←→

PREVIOUS

  • Offit Hall Capital Management
  • OFFITBANK
  • Goldman Sachs
  • Manufacturers Hanover Trust

EDUCATION

  • Dartmouth College (BA)
  • Johns Hopkins University, School of Advanced International Studies (MA)

Morris W. Offit

Chairman

63

YEARS of EXPERIENCE

63 years in fixed income management and capital markets

13/17

←→

13/17

←→

PREVIOUS

  • Offit Hall Capital Management
  • OFFITBANK
  • Salomon Brothers
  • Adjunct professor, Columbia Graduate School of Business

EDUCATION

  • Johns Hopkins University (BA)
  • University of Pennsylvania-Wharton (MBA)

Ned S. Offit

Chief Executive Officer

30

YEARS of EXPERIENCE

30 years in capital markets and investment management

14/17

←→

14/17

←→

PREVIOUS

  • Offit Hall Capital Management
  • OFFITBANK
  • Bear Stearns

EDUCATION

  • Johns Hopkins University (BA)
  • Johns Hopkins University, School of Advanced International Studies (MA)

Dr. Todd E. Petzel

Co-Chief Investment Officer, Chief Economist

40

YEARS of EXPERIENCE

40 years in derivatives, economics and investment management

15/17

←→

15/17

←→

PREVIOUS

  • Azimuth Asset Management
  • Commonfund
  • Chicago Mercantile Exchange, Coffee, Sugar & Cocoa Exchange
  • Professor at Stanford University and Macalester College; lecturer at the University of Chicago
  • Author, Financial Futures and Options: A Guide to Markets, Applications and Strategies

EDUCATION

  • University of Chicago, (BA); (MA); (PhD)

Vincent M. Rella

Chief Financial Officer

40

YEARS of EXPERIENCE

40 years in accounting and finance

16/17

←→

16/17

←→

PREVIOUS

  • Carlyle Group
  • OFFITBANK
  • Eisner LLP

EDUCATION

  • Queens College-CUNY (BA)
  • Certified Public Accountant (CPA)

Laura Tao

Partner, Research

10

YEARS of EXPERIENCE

10 years in investment management and financial services

17/17

←→

17/17

←→

PREVIOUS

  • AllianceBernstein
  • Memorial Sloan Kettering Cancer Center, Investments Office
  • Oliver Wyman

EDUCATION

  • McGill University (BComm) (MA)
  • The Wharton School of the University of Pennsylvania (MBA)
  • Chartered Financial Analyst (CFA)