Our senior team is built of professionals with decades of experience as advisors, bankers, lawyers, and compliance managers.
Bob is the founder and Managing Partner of Tangent, as well as our consulting affiliate Rice Partners. His unique perspectives stem from an unusual combination of careers: Wall Street financial products law partner; Justice Department trial attorney; technology entrepreneur; public company CEO (of the successor to his startup); investment advisor; and venture investor.
He is also a Senior Advisor to Neuberger Berman and Wilshire Funds Management, and serves on the boards of Nasdaq Private Markets and the Investment Advisor to the Value Line Funds. He is the best-selling author of the Alternative Answer and Three Moves Ahead, a Contributing Editor to Investment News, and appears frequently across the business media. He holds Series 7, 24, and 63 securities licenses. Check the background of this investment professional on FINRA’s BrokerCheck.
Tom Mahoney has over 30 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 Tom served as Managing Director with Compass Advisers Group, LLC and earlier served as Chief Operating Officer, Chief Risk Officer and Head of Alternative Investments with Gabelli & Partners, a subsidiary of Gabelli Asset Management. At Gabelli, he 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, Tom created the firm's global hedge fund capital raising business as well as the industry-leading preferred stock capital markets franchise. Tom 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. Tom 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. Tom is an Advisory Board member of StratiFi Technologies Inc., a financial services focused software developer.
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, and was a Research Fellow in Synthetic Organic Chemistry at MIT. He holds Series 7, 24, 63 and 79 FINRA securities licenses. Check the background of this investment professional on FINRA’s BrokerCheck.
Managing Director and Chief Compliance Officer
Suraj Patel heads up Tangent’s legal, operations, and compliance functions. Suraj has acted as CCO for numerous broker-dealers, investment advisers, and private funds - specializing in all aspects of regulatory and legal compliance for private securities and investments. As both a US and UK qualified lawyer, Suraj specializes in assisting non-US managers and investment professionals with setting up operations in the US. In addition to managing all aspects of Tangent’s broker-dealer operations, Suraj has worked with third parties on a consulting basis to start new FINRA registered broker-dealers and SEC registered investment advisers.
Prior to his career in securities law and regulatory compliance, 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 and has a LLM in International Business and Trade from Fordham University School of Law. Prior to his legal training, Suraj obtained a Masers degree from the London School of Economics and Political Sciences, London and graduated with a B.A. in Rhetoric and English Language and Literature from the University of Michigan, Ann Arbor. Check the background of this investment professional on FINRA’s BrokerCheck.
Stan Miroshnik is Tangent’s strategic partner in the financial technology and digital asset space. He brings nearly 20 years of executive experience in investment banking, corporate finance, M&A, equities, and a depth of relationships with financial technology and blockchain investors. Previously he was the CEO and Managing director of Element / Actual Group - an investment bank focused on digital assets. Prior to founding Element/Acutal, he was the CEO of The Argon Group, and a Managing Director at Rosemount Consulting Partners, a structured finance advisory firm. Previously he was an Executive Vice President of Strategy and M&A for TNK-BP, a global energy company. Stan started his career at Morgan Stanley where he was an Executive Director with investment banking roles across New York, London, and Moscow. He is a prolific early stage investor, has served as an advisor and a board member to multiple early-stage companies, and is passionate about emerging blockchain technology and its capital markets implications. Check the background of this investment professional on FINRA’s BrokerCheck.
Greg Berman is a capital markets banker with extensive expertise in structured equity, trading and quantitative research. At Tangent, Greg is focused on structured capital financing solutions to VC and growth-stage businesses. Previously, Greg headed Institutional Equity Structuring Group at Deutsche Bank with focus on risk mitigation, derivatives and structured products. Prior to that, Greg was an exotics trader and quantitative strategist at Citigroup. He began his career as an actuary at Guardian Life. Check the background of this investment professional on FINRA’s BrokerCheck.
Vishal Jain has extensive investment banking and consulting experience in many industries including pharma, biotech, and technology. He has gained an in-depth knowledge of the complex healthcare ecosystem in the United States and has worked on transactions across multiple sub-sectors of healthcare including large pharma, biotechnology, diagnostics, healthcare instruments and devices, healthcare services and healthcare IT. Vishal has a keen interest in identifying innovative solutions for businesses and homes using combination of technology, healthcare, life sciences and Internet of things (IoT).
Vishal has raised over $100 billion in debt and equity capital and has provided strategic advice to large as well as small corporations with respect to M&A, public offerings & capital markets, divestitures and spin-offs. He is a Partner at Freyeur & Trogue, which is a strategic partner of Tangent in the life science and technology capital raising space. Additionally, he serves as the Chairman of the Board for Ansella Therapeutics. Prior to his current roles, he was a senior investment banker at Mizuho Securities and UBS Investment Bank.
Vishal has a degree in Electronics Engineering from the prestigious NIT in India and an MBA from Cornell University. Check the background of this investment professional on FINRA’s BrokerCheck.
Gary Kaufman is a member of Tangent’s market client coverage group covering banks and asset managers for fixed income investment advisory services and fund raising. Prior to joining Tangent, he was a Managing Director at UBS where he was head of Fixed Income Rates Sales. Previously, he was a VP at Deutsche Bank and Bankers Trust in fixed income derivative sales.
Gary earned a MBA in Finance from NYU and a BA in Computer Science from Yeshiva University. Check the background of this investment professional on FINRA’s BrokerCheck.
Tom Sandlow brings over three decades of expertise in capital markets, trading, and investing. Tom was at Chase Manhattan Bank for 13 years. At Chase, Tom ran the Global Equity Derivatives Group and was a Member of the International Capital Markets and Derivatives Management Committee. He built and managed a trading and structuring group team with staff in New York, London, Tokyo, and Hong Kong. At Safra Asset Management and Tremont Capital Management, Tom was responsible for the global research teams and was a Member of the Investment Committees at both of these multi billion-dollar fund of funds and seeding platforms. Most recently, Tom has split his time between personal investing and fundraising/advisory services for growth companies.
Tom holds an MBA, in Finance, from the Booth School of Business at the University of Chicago and an AB, in Economics, from the University of Chicago. Tom is currently President of the University of Chicago Alumni Club of NYC.
Mr. Stahl is a seasoned real estate finance and investment banking professional with 24 years’ experience in the industry. Over this time Mr. Stahl has completed billions of dollars of capital raising transactions and advisory assignments across a broad array of real estate companies and products.
Mr. Stahl is President and Managing Principal of Skyhawk Capital Advisors, Tangent’s strategic partner. Skyhawk is an independent real estate capital markets advisory firm which focuses on three core areas: (1) strategic advisory and consulting for private real estate companies, REITs, Boards of Directors and institutional investors, (2) private capital raising, including JVs, entity-level investments and other structured investments and (3) outsourced M&A and “special projects” focused on strategic growth and/or monetization initiatives.
Prior to launching Skyhawk, Mr. Stahl was Managing Director and Head of M&A and Private Capital for JLL Americas Before JLL, Mr. Stahl was a Partner and Head of Real Estate Advisory for Perella Weinberg Partners, and was Managing Director and Co-Head of RBC Capital Markets Real Estate Investment Banking U.S. Mr. Stahl started his investment banking career at Morgan Stanley in 1998.
Mr. Stahl graduated with honors from Lehigh University in 1993. He currently holds FINRA licenses Series 7, 24, 63 and 79. Check the background of this investment professional on FINRA’s BrokerCheck.
Tim Cassidy has extensive experience in fixed income derivatives with a specific focus on volatility products. At Tangent Capital LLC he directs investment advice to a broad range of Institutional clients covering the U.S., Europe and Asia. He was previously Head of US Rates Sales at Barclays Capital where he oversaw a team of sixty professionals. He also has held sales roles at Merrill Lynch, Deutsche Bank and BNP Paribas.
Tim is a graduate of Cornell University and holds Series 7, 24 and 63 securities licenses. Check the background of this investment professional on FINRA’s BrokerCheck.
Walter is a senior executive with over 30-years management experience in commercial banking. He has provided expert advisory services to the Costa Rican Ministry of Economy and the World Bank. At Tangent, he acts as the exclusive sales agent for The Community Development Fund (CDCDX), an open-ended mutual fund established by Mr. Kenneth Thomas, Ph.D. CDCDX provides efficient and effective Investment Test and Community Development Test solutions for U.S. commercial bank requirements under the Community Reinvestment Act (CRA). The purpose of CRA is to encourage U.S. depository institutions to help meet the credit needs of the communities in which they operate, including low- and moderate-income neighborhoods in a manner consistent with safe and sound banking operations.
Prior to joining Tangent, Walter was CEO and Chairman of Hemisphere National Bank and earlier an Executive Vice President of First Republic Bank (NYSE: FRC). Mr. Cook conceived and helped establish FRC’s successful wealth management strategy overseeing the establishment of First Republic Trust Company, First Republic’s securities broker dealer operations and its integrated investment management capabilities. Earlier in his career, Walter spent 20 years at Republic National Bank of New York and Republic New York Corporation (formerly NYSE: RNB) and served as regional CEO at RNB’s banks in California, Japan, Hong Kong, and Chile, among others.
Walter is a graduate of Duke University and earned two master’s degrees—an MALD from Tufts University’s Fletcher School in International Monetary Economics and an MBA from the Harvard Business School. Check the background of this investment professional on FINRA’s BrokerCheck.
Sean O’Shea is Managing Principal of Sienna Capital Partners, Tangent’s strategic partner. Sienna provides capital raising and strategic advisory services to the private equity real estate industry. 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.
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. 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.
Wiebke Wanner-Borchardt is a Principal at Sienna Capital Partners, a strategic partner of Tangent, with expertise in fund placement, investor relations, and direct and indirect real estate investing.
Previously, Wiebke was Managing Director at CrossCon Real Assets Capital where she engaged in investment offerings on behalf of domestic and international general partners targeting investors in the US, Europe and Asia. Prior to CrossCon, Wiebke served as Director of Business Development as a member of TIAA’s Institutional Sales Team where she developed expertise in direct and indirect real estate investing, portfolio management and corporate strategy. Most notably, Wiebke was tasked to expand the firm’s sales efforts for real assets and fixed income products into the German speaking markets and was a founding member of the firm’s Globalization Team. Wiebke developed an expansive network of global institutional investor relationships including public pensions, private and corporate pensions, insurance companies, endowments, foundations, consultants, and wealth managers.
Wiebke holds an MS degree from University of Regensburg in Germany, an MBA from University of Connecticut School of Business, and a Graduate Certificate in Real Estate from New York University. She is fluent in English, German and French and holds FINRA Series 7 and 63 securities licenses. Check the background of this investment professional on FINRA’s BrokerCheck.
Steven Rosa is a Vice President at Sienna Capital Partners, Tangent’s strategic partner, with expertise in strategic advisory, capital markets, and direct real estate investing.
Previously, Steven was with the Real Estate and Lodging Investment Banking group at J.P. Morgan, where he provided comprehensive strategic advisory and capital raising services to private and public clients, including REITs, financial sponsors, and real estate operators. He advised sellers and acquirers on merger, acquisition, and leveraged buyout transactions. While at J.P. Morgan, Steven completed over $7.3 billion of capital markets transactions including secondary equity, high yield and investment grade bond, and syndicated loan offerings. Steven also previously served on the acquisitions team of a private real estate investor and operator focused on value-add multifamily and retail investments in the New York metropolitan area. His responsibilities included underwriting and financial analysis, pipeline development, and investment recommendations for the firm’s investment committee.
Steven holds a BA in Financial Economics from Columbia University, and an MS in Real Estate with a concentration in Finance & Investment from New York University. He is a veteran of the U.S. armed forces and served overseas during Operation Iraqi Freedom. His real estate industry trade association affiliations include ULI, NAIOP, ICSC, CREFC, FIABCI, and the Appraisal Institute. Steven holds FINRA Series 63 and 79 securities licenses. Check the background of this investment professional on FINRA’s BrokerCheck.
Joseph D. Stecher
Joseph is a business builder with more than 25 years’ experience in private equity real estate finance and technology, a principal investor who has committed over $5 billion to real estate projects in the US, Asia, Europe, and Latin America, and a capital advisor.
Joseph founded Candlewood Investors, which is a strategic partner of Tangent that advises institutions and high net worth investors on principal investments in private equity real estate funds, coinvestments, and secondaries, and advises investment managers on capital raising strategies.
Joseph launched Morgan Stanley AIP’s Real Estate Fund of Funds business the day after Bear Stearns failed, with US$100 million in inherited assets under management. Four years later, as CIO and head of the business, he had built nearly $700 million in commitments with visibility to over $1 billion. Previously, Joseph was a managing director in the Goldman Sachs Private Equity Group (PEG) and Portfolio Manager and Director of Business Strategy of General Motors Asset Management.
Joseph has a BA with honors in Literature with Philosophy and History from Wesleyan University and an MBA in Finance from New York University Stern School of Business. Check the background of this investment professional on FINRA’s BrokerCheck.
Kristopher Zdyb is an alternative investments fundraising executive with a substantial track record of successfully raising funds for a diverse group of some of the largest and most well-known hedge and private equity funds, and includes securing day one capital used to launch new funds
Kristopher has held roles at Apollo Global Management, Atlantic Investment Management, Macquarie and JPMorgan Partners among others. Mr. Zdyb earned a B.A. (cum laude) in Political Science in 1992 from the University of Rochester. In addition, Kristopher received an MBA in in 1998 from the Kellogg School at Northwestern University and he remains a proud Wildcat. Check the background of this investment professional on FINRA’s BrokerCheck.