Starting with founders Bob Rice and Jim Peet, our senior team is built of professionals with decades of experience as advisors, bankers, lawyers, and compliance professionals.
Bob’s began his career as trial lawyer at the Department of Justice and then became a partner at the elite international law firm, Milbank Tweed. There, he represented several of Wall Street’s largest financial institutions and asset managers, worked on first generation securitized and derivative products, and advised on key defined contribution plan innovations, including guaranteed income contracts and ESOPs.
After moving to a private equity firm, Bob founded perhaps the first company to develop software and hardware for the capture and display of photorealistic 3D geometry. It merged it into the publicly-traded Viewpoint, of which he became CEO. Bob returned to Wall Street in 2004 to start Tangent. He holds Series 7, 24, and 63 licenses.
Bob is a popular keynoter, the bestselling author of “The Alternative Answer” and “Three Moves Ahead,” appears regularly on television and radio, is a contributing editor for Investment News, and serves as a Director of the Value Line funds investment manager.
Jim has extensive experience with investing, technology and operations. Prior to co-founding Tangent, Jim was with Lehman Brothers, where he raised and ran the Lehman Brothers Communications Fund, an $800 million fund focused on emerging communications service providers. He went to Lehman from The Chatterjee Group, at the time an affiliate of the Soros Funds, where he served as a principal and invested globally in a wide range of industries including technology, energy, chemicals and transportation. He was previously a senior engagement manager of the electronics and technology practice of McKinsey & Co., and a consultant at Bain & Co. Jim started his career as a design engineer at Digital Equipment Co. He has served on numerous public and private boards, including Network Telephone, OpenReach, SevenSpace, Global TeleSystems, Viatel and Hainan Airlines. Jim currently serves on the board of the Center for Talented Youth, a Johns Hopkins initiative that helps develop high-potential children of all backgrounds. Jim earned a bachelor's degree from Dartmouth College and his MBA from Harvard University, where he was a Baker Scholar.
Sr. Managing Director
Tom Mahoney has over 25 years of experience in the alternative investments industry and has raised over $ 7 billion for hedge funds, private equity funds and corporate private equity financings since 1985.
In addition to leading several global hedge fund and private equity investment banking teams at major Wall Street firms, most recently Mr. Mahoney served as Managing Director with Compass Advisers Group, LLC and earlier served as Chief Operating Officer and Head of Alternative Investments with Gabelli & Partners, a subsidiary of Gabelli Asset Management. At Gabelli, Mr. Mahoney was instrumental in the launch of several new hedge funds with global institutional investors (proprietary single and multi-strategy funds, separate accounts and offshore fund of funds) as well as a doubling of alternative assets under management to over $1 billion.
Prior to Gabelli, during a ten-year tenure with Merrill Lynch, Mr. Mahoney created the firm's global hedge fund capital raising business as well as the industry-leading preferred stock capital markets franchise. Mr. Mahoney subsequently led Deutsche Bank’s industry pre-eminent technology private equity financing business, while also raising private equity funds and structuring strategy-diversified hedge fund portfolios for non-U.S. institutional investors. Mr. Mahoney also founded PaineWebber’s Private Equity Group and was a member of the Investment Committee for an investment partnership for Investment Banking Division employees. He started his career in international M&A at Dillon Read.
Mr. Mahoney is a member of the Council on Foreign Relations and currently serves on the Board of Overseers of Mount Auburn Hospital, an affiliate of Harvard Medical School. He previously served on the Board of Directors of the New York City Opera, and was Co-Head of Alternative Investments on the Investment Committee.
Mr. Mahoney earned an A.B. degree in chemistry from Harvard College and an M.B.A. from the Wharton School at the University of Pennsylvania. He holds Series 7, 24, 63 and 79 FINRA securities licenses.
Chief Operating Officer
Tom has over 25 years experience in the financial, marketing and technology industries and is the firm's Chief Operating Officer. He also manages the firm's Compliance Services group providing regulatory compliance consulting services to the alternative investment industry.
Tom has significant experience as a practicing attorney in real estate, corporate finance and business law and is a member of the Massachusetts Bar. As the head of the firm's Compliance Services group, Tom directs all regulatory compliance consulting for the firm and holds chief compliance officer and general counsel positions for several of the firm's clients.
Tom holds a B.A. in Economics from Harvard University and a JD degree from Boston College School of Law.
Noah has extensive investment banking experience working with entrepreneurial organizations. Prior to joining Tangent Capital, Noah was vice president at Aleutian Capital, a lower- to mid-market investment banking firm. At Aleutian Capital, Noah advised on both buy-side and sell-side transactions. He worked with mid-market companies on over 20 deals in which he guided business owners on various M&A activities and developed an expertise for web-based, manufacturing, service and healthcare companies. Noah also helped grow the firm’s relationships with over 300 business owners. Prior to Aleutian Capital, Noah worked with a start-up, independent research firm, Coleman Research Group. Noah worked as a research analyst at Coleman Research and helped transform the firm’s industrial group by developing creative ways to engage and communicate with industry executives.
Before joining Coleman Research, Noah was a budget analyst with the Georgia House of Representatives, House Budget Office. As a budget analyst, Noah was responsible for advising key members of the House of Representatives regarding budgetary matters. While at the House Budget Office, he managed approximately $770 million in state funds.
Noah earned his B.S. in business administration with a concentration in finance from Georgia State University. Noah also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 79 registrations.
SEAN O' SHEA
Sean O’Shea is Managing Principal of Sienna Capital Partners in New York, where he provides capital raising and strategic advisory services to the private equity real estate industry. Previously, he was a senior investment professional with the Global Real Estate Multi-Manager Group of Aviva Investors, which managed over $8.7 billion in institutional real estate assets across separate accounts and co-mingled funds invested in over 150 underlying fund interests and secured positions. Sean joined Aviva Investors in 2008 as part of its acquisition of Madison Harbor Capital.
Sean served on the Investments Team at both Aviva and Madison Harbor since 2006, which reviewed over 1,700 prospective fund investments targeting the Americas, Europe and Asia and over $9 billion in secondary and recapitalization transactions. His investment experience includes sourcing and underwriting of primary investments in open and closed-ended real estate funds, secondary investments in illiquid partnership interests and restructurings and recapitalizations of funds and portfolios. In addition, he was the Fund Manager on four comingled real estate funds-of-funds that invested $375 million in global, US-only and emerging markets strategies. He was responsible for investment recommendations, portfolio analysis, asset management activities, quarterly valuations and investor reporting.
Sean is a graduate of Rutgers University and holds both an MSc in Real Estate from New York University and an MBA from Georgia State University. He is a member of the Pension Real Estate Association, the Urban Land Institute and the International Council of Shopping Centers.
Deborah weir, cfa
Deborah is a senior executive with over 30 years of securities industry experience. She entered finance as a fixed-income trader and institutional portfolio manager with a predecessor firm of DWS Investments - Scudder, Stevens & Clark. Her clients included the Mayo Clinic, United Technologies and Rockwell International. Her work for institutions includes the development of portfolio immunization, duration analysis and asset-backed security management. She invested in options and futures for ultra-high net worth individuals.
She has specialized in alternative assets since 1985. She has facilitated the growth of some of the most successful commodities pools and funds of hedge funds with introductions to high-net-worth individuals, family offices, corporations and public pension funds.
Ms. Weir is a published author and frequent speaker on financial topics. Futures Magazine, Active Trader and the American Association of Individual Investors Journal publish her articles. She lectures at universities in New York and Connecticut and is on the faculty of the New York Institute of Finance. Her articles appear on the institute’s blog. Ms. Weir is the author of Wiley & Sons’ publication, TIMING THE MARKETS, the first book to use information from the fixed-income markets for allocation.
Ms. Weir earned a B.S. at Miami University in Oxford, Ohio and an MBA with a concentration in finance at New York University. She is a Chartered Financial Analyst (CFA) and a past president of the CFA Society of Stamford.
Chief Compliance Officer
Suraj Patel has extensive experience working in regulatory and administrative law across various disciplines. Prior to joining Tangent Capital, Suraj worked with the National Wildlife Federation, where he produced a policy report that examines the legal, regulatory and commercial issues facing offshore wind energy development along the Atlantic Coast.
As a clerk for the Supreme Court of India, he focused on constitutional law issues and he also worked as a legal case analyst for asylum seekers in London, England.
Suraj is a barrister-at-law, admitted to practice in England and Wales; his legal training in London focused on commercial and contract work, with an emphasis on international law. He went on to pursue a Master of Laws (LL.M.) degree in International Business and Trade at Fordham University School of Law, graduating cum laude. Suraj has a Master of Science (M.Sc) degree in Sociology from the London School of Economics and Political Sciences, London and graduated summa cum laude with a B.A. in Rhetoric and English Language and Literature from the University of Michigan, Ann Arbor.
Mr. Iannaccone has devoted his 25 year career to the banking sector; working in banks, writing equity research on financial institutions, investing in, and providing financial and strategic advice to and structuring transactions for financial service companies. Mike has personally completed over 100 merger, acquisition, divestiture and capital raise engagements for various financial institutions with aggregate transaction value in excess of $4 billion. Other career high points include his leadership roles with boutique investment banking firms including Performance Trust Capital Partners, Howe Barnes Investments, Inc., Fox-Pitt Kelton, Inc., and Keefe Bruyette & Woods, Inc. Furthermore, Mike provided equity research through MDI Investments, Inc., a company that he formed to cover the financial services sector. Mike has been quoted in The Chicago Tribune, American Banker, Crain's Chicago Business and SNL Securities Newsletters. In addition, Mike is routinely interviewed by First Business News (a cable news program broadcasted in 155 different markets across the United States) for comments and insights on the financial services sector. Mr. Iannaccone graduated from St. Johns University in 1984 with a B.S. and Kellogg Graduate School of Business from Northwestern in 1996 with an MBA.