Wilson Rondini – Managing Partner
Wil started his career in the world of finance in 1982 and for the first seventeen years was a stockbroker working on LaSalle Street in Chicago, one of America’s two financial nerve centers, for one of the largest International investment banks. He was a frequent speaker at new hire training programs and was instrumental in creating a National “Apprentice Broker” Trainee Program. After five years as a retail broker, Wil assumed the role of Sales Manager in the seventy-man Chicago office and was invited to be a regular keynote speaker at the National Meetings for the firm’s top producers. He remained a perennial top producer and in his final year at this International firm he was ranked seventh nationally out of fifteen thousand brokers and was ranked first in N.Y.S.E. listed business. After five-years in the National spotlight, Wil went to a large, regional, Chicago-based, brokerage firm where he remained the number one producer in the country for a five-year period, before founding Falcon Capital in 1998. His greatest achievements remain the co-creation of Wilson IV in 1986, Vanessa in 1987, and the newest addition to the portfolio, Christian in 2010. Wil sits on a number of Boards, some of which can be seen here …https://www.linkedin.com/profile/view?id=237608314&trk=nav_responsive_tab_profile
Angus Rose – Partner
Angus qualified as a chartered accountant at Deloittes and after stints in London and Paris joined Charterhouse Merchant Bank in 1979 and was promoted to director in 1990. After Leaving Charterhouse in 2002 he became Finance Director at Herald Investment Trust and MacArthur and Co, Senior partner at VC Falcon Capital and finally joined Alexander David as Finance Director in 2009.
John Howarth – Regional Director
John embarked on a career in finance in 1986, cutting his teeth within the direct sales force of Provident Mutual in Manchester, becoming their top producer in just his second month. He then became a founder director of a brokerage for 5 years, becoming a Fully Qualified IFA in 1991. After advising some 600 clients in his first 6 years, he decided to focus on the HNW market, specializing in tax efficient structures. This gave him a taste for Offshore Investment and in 1995 he decided to move to the gulf, in search of a new challenge. He moved to Bahrain in the role of Sales Manager for a large offshore brokerage. His first year saw him achieve the status of top producer for that company, working briefly in Saudi Arabia, Dubai and Cyprus along the way. 2001 saw a return to Europe and Amsterdam in particular, where John became a founding partner of a Pan European brokerage. It was there that he developed an appetite for Private Equity, teaming up with Falcon Capital in September 2004. John’s strength has been his ability to combine consistently high levels of production, with good technical knowledge of tax efficient offshore structures. In early 2009, John relocated to Asia where he continues to advise HNW expatriates across the region. When he is not advising clients or networking, John likes to spend time with his family and playing the occasional game of golf.
Executive Vice Presidents
Jessica achieved an upper second class honour degree in Biology from the University of Bath, which included a twelve month placement at Hargreaves Landsdown where she worked on the trading desk as a stockbroking assistant.
She subsequently joined JP Morgan Asset Management as a Client Portfolio Manager in the Multi-Asset Solutions team. Jessica was responsible for marketing a range of diversified multi-asset strategies including target income, alternative beta, balanced and fund of fund products to prospective new clients and across the existing client base. As a product specialist, she provided clients and prospects with ongoing updates about market views, investment strategy, positioning and performance. Her time included a five week training programme in New York.
Following her time at JP Morgan, Jessica joined The London Management Company as Business Development Manager responsible for growing the luxury property and lifestyle services.
Jessica is RDR qualified, having obtained CFA Level 1 and The Investment Management Certificate.
John graduated from Durham University with a First Class Honours degree in English Literature and later achieved an Entrepreneurship MA from Durham Business School.
He specializes in tailored investments to UHNWI, Corporate Credit and Finance Restructuring. With a vast network among the leading financial institutions in the world, he can create tailored solutions for private or corporate clients.
He has worked with the most prestigious financial institutions in the world, including Man Investments, Credit Suisse, ING, Barclays and KPMG.
In 2009 he joined the former President Director of Bank Danpac in Jakarta to create the MAK Management Advisory company. The company focuses on mergers and acquisitions and has developed into creating tailored structures for UHNWI.
Tim Graveney – Executive Vice President
Tim has had a lengthy career in the instalment credit business since joining the leasing subsidiary of a small merchant bank Group in 1979. He continued to work through the ranks, assisting in the sale of Mullionwood Limited to a subsidiary of a fully quoted public company, Brengreen Holdings plc.
In 1986, he was the main architect and founder of Hermes Group (now trading as a division of Shawbrook Bank Limited) and successfully built this business into one of the largest independent finance houses in the UK prior to its sale to Singer & Friedlander in November 2001.
He continues to act as an independent finance broker for a number of institutions in the finance industry (Aldermore Bank, Close Brothers, Shawbrook Bank, Arkle Finance, Rothschilds) via his vehicle Oakley Credit Limited (holding a current CCL Licence and DPN) from inception in 2001 to present day. Oakley Credit is FCA approved.
Tim was actively involved in the planning and execution of the MBO of Software Radio Technology, a non core subsidiary of Securicor Plc, subsequently leading to the company’s floatation on the AIM market in November 2005; the business is still quoted to this day.
He was a founding shareholder and Director of Carbon Advice Group Plc. in January 2009 and continued to use his extensive contact base to broaden this business’s activities until this company was voluntarily closed due to changes in EU Legislation in 2013.
He is a Director of TWH Romsey Limited, the trading arm of the freehold hotel known as The White Horse in Romsey since May 2014 to present day.
Tim has an extensive family sporting background and through his unique network of contacts within the sporting and business worlds is ideally placed to assist Falcon Capital in the re-launch of the business.
He remains an active member of the Charity, The Lord’s Taverners since 1986, having served as a Trustee for the maximum 9 year period, having founded the youth arm The Taverners Colts (now Young Lords Taverners) away back in 1984. He is currently standing for Trustee e-election.
Tim is married to Emma, with two children, Holly 16 and Monty 13.
Marco started his career as a financial department manager of an international company previously called Technipetrol Spa building petrochemicals plant in many foreign countries. Marco was in charge of negotiating contract’s financial sections with clients and structuring financing facilities with international banks to provide our clients with the funds to buy the plants. During this period the Company sent Marco to London for a year to train in the International Banking department of Morgan Grenfell & Co, a private very prestigious merchant bank lately bought by Deutsche Bank.
Marco then joined Azimut SpA one of the most famous wealth managers company in Italy as a Private Banker before moveing to Credit Suisse Italy; during this period he was a Co-Founder of a financial consulting company for small enterprises and Chairman of the Board of Directors of a Municipality-owned Company called Volturno Multiutility SpA in a small town near Naples. Marco has a Degree in Economics and graduated cum laude at the University of Naples and a Master in Business Administration in Italy.
Hailing from Europe, and having worked extensively in Europe, the United Kingdom, Australia, and Hong Kong, Rainer is a renowned senior professional, specialized in International Banking, Private Banking and Cross-Border Financing. Rainer boasts over forty years of European, American, and Hong Kong banking experience. Having lived in Hong Kong since 1984, Rainer has a profound understanding of Asia’s finance cultures and its peoples’ various business, and investment, requests.
Arbind K. Shrestha -Advisory Board
Arbind K Shrestha is Executive Director of Medford Resources Ltd, a Oil & Gas trading and brokerage firm based in Abu Dhabi, UAE. He focuses on strategic partnerships, corporate business development, managing, structuring and executing brokerage and trading deals worldwide. He is a dynamic, entrepreneurial, strategic performance focused and visionary leader with 25 years of global leadership and has record of accomplished top management experience in leading and running successful businesses in four continents – North America, Europe, Asia and the Middle East, most recently with “Shangri-La Hotels & Resorts in the Middle East”. He has had a proven track record of managing businesses with combined assets of close to $1.0 billion. He brings extensive knowledge and high level privileged networks in international business and trading. He provides market access to Asian, Far Eastern, Middle Eastern and North American markets. He holds undergraduate degree from Cornell University in Ithaca, New York, US and holds Master of Business Administration Degree from Henley Business School, Greenland’s, Henley-on-Thames, UK.
James Berry -Advisory Board
James Berry, Managing Partner of James Berry & Associates, graduated from Bristol University in 1973 and was called to the Bar on 30th January 1975. He obtained a Masters Degree in International Business Law from Exeter University in 1981. He had several years’ experience in Oil and Gas in the UK North Sea and Qatar before moving to Dubai where he established JBA in 1989, specializing in Corporate and Commercial law, specifically international trade and transportation, construction, energy, banking and finance, mergers and acquisitions, including establishing commercial and industrial joint ventures and companies in the UAE and elsewhere in the Middle East, applying local laws and regulations to such arrangements
David Scott -Advisory Board
David Scott, has over 30 years of corporate broking and investment banking experience in advising small and medium-sized companies on both the Official List and AIM. He has extensive experience in private equity and advising unquoted companies. David began his career in the corporate finance department of L Messel & Co and has since been a director of corporate broking at ING Barings, a director of Resolution Partners Limited, and Lewis Charles. David is the majority shareholder of Alexander David and heads the corporate department. David has responsibility for the business development of the Company and for the day-to-day management of the Group.
Andre Peschong – Advisory Board
As an investment banking professional, with more than 25 years of experience, Mr. Peschong provides key perspectives and insights to his clients regarding the capital structuring and placement process. Having experience as an investment manager for 3 different funds as well as being an entrepreneur and investment banking professional, means that Mr. Peschong has experienced all sides and perspectives of a financing transaction. This gives him unique insight into what risks are being looked at by institutional capital and allows him to properly guide companies through the process of raising capital from diligence to packaging to structuring.
As a founding partner of this boutique merchant/investment banking firm, Bridgewater Capital, Mr. Peschong has honed his skills in the financial markets. Highlights of his career include:
- 25+ years of experience in the capital markets, having structured, negotiated and closed over $300+ million in equity capital into companies.
- Completed M&A transactions with over $100 million in enterprise value.
- Spearheaded transition of ten companies from privately held companies to publicly traded companies, creating value of over $500 million.
- Investment Manager with 3 different fund strategies over the last 15 years.
- Advised and worked with many earlier stage public and private companies providing traditional investment banking advisory work as well as, M&A, capital structuring, joint ventures, private placements, business development and strategic focusing at the board level.
- Worked across diverse industry segments but currently focus in technology (specifically mobile tech), life sciences, consumer products and clean technology.
- Experience in writing and developing business and operating plans for client companies.
- Robust experience with taking US companies to Europe and introducing them to long term capital groups both for traditional exposure and for capital raise assignments.
- Member of two active Southern California Angel groups.
- Authored and quoted in many articles on Angel investing and the economic landscape for Forbes, Businessweek, New York Times, Blogging stocks, Seeking Alpha, etc.
- FINRA licenses, 62, 63 and 79
Wayne Allyn Root– Advisory Board
“Wayne Root teaches what being an entrepreneur is all about…”–Charles Schwab, Chairman & CEO The Charles Schwab Corporation
“Wayne’s success is mind-blowing…talking to Wayne Allyn Root is like talking to Tony Robbins.”–FOX News Las Vegas
“Wayne’s…the Warren Buffett of his world.”–James J. Cramer, CNBC Host ,Host of “Mad Money”, Markets Commentator for CNBC and TheStreet.com
“Wayne Allyn Root is a Las Vegas legend…”–The Financial Times (of London)
“Wayne Allyn Root is a millionaire television host, author, CEO, patriot and risk-taker. For anyone who has met Wayne Allyn Root, it’s no surprise that he has propelled himself to the highest echelons of success in the gaming, entertainment, business, political, and publishing worlds. His exuberance, enthusiasm and winning smile speak volumes.”–Millionaire magazine