Features Investment

Jim Potts – RateGenius

It would be an overstatement to say this year has been the best and worst of times for the nation’s leading refinancer of auto loans. Suffice it to say there are opportunities and obstacles facing RateGenius, as COVID-19 puts twists and turns in what had been a fairly smooth road. The number of consumers interested […]

Anthony “Tony” Nolte – Open Mortgage

While Anthony “Tony” Nolte may not have known much about the mortgage industry aside from the details of his own loan, his decades of business development and legal experience at Shell Oil made him a likely choice to be CFO and general counsel at Open Mortgage. To be sure, the lending regulatory details he’s learning […]

Graham Robson – Wellington-Altus Private Wealth

It wasn’t as though Graham Robson locked himself in his office with no intention of ever leaving. But during those heady days in 2017, just as Wellington-Altus Private Wealth was launching in Winnipeg, the prospect of building its legal department in tandem with the company’s assets under administration, made for a once-in-a-lifetime opportunity and challenge. […]

Ruthie Wahl – Ninepoint Partners

Ruthie Wahl has never been one to follow the herd. Which seemed to be the way of things for so many Canadian asset management firms early last year. That’s when Canadian financial regulators cleared the way for retail investors to delve into liquid alternative funds that encompass asset classes ranging from hedge to real estate, […]

Daniel Podhaskie – General Counsel

Daniel Podhaskie built a career as a litigator in New York City firms, representing real estate investors and developers such as the Trump Organization and Tishman Speyer in addition to financial institutions like JPMorgan Chase & Co. and Bank of America. Big names, to be sure, with some big legal victories along the way as […]

Kathryn Rookes – Atticus Franchise Group

Efficiency’s at a premium when one person comprises the legal department of a company that owns or operates three very different types of franchises. Case in point: The Atlanta-based Atticus Franchise Group that at last count had interests in 121 locations of Massage Envy, Maaco and Wingstop franchises. It’s anticipating the addition of around 80 […]

David Goldwin – UATP

Imagine you are a Bulgarian citizen looking to book a flight to Texas. Going online to get your ticket electronically, you hope the airline website will allow you to pay in your native Bulgarian levs. And … it does. For that, you can thank UATP and its Chief Legal Officer David Goldwin. Based in Washington, […]

Ricardo Hernández – Bolsa Nacional de Valores de Costa Rica

Though his favorite novel is “Don Quixote,” Ricardo Hernández prefers not to tilt at windmills as legal director for the Costa Rica stock exchange. Called the Bolsa Nacional de Valores de Costa Rica, the stock exchange is a nerve center of the nation’s economy where investors can contribute to economic growth while also benefitting from […]

Angela Petrucci – NBH Bank

In the four and a half years since Angela Petrucci joined Denver-based NBH Bank, a wholly-owned subsidiary of National Bank Holdings Corp., the organization has surpassed a quarry’s worth of milestones. It established itself as a publicly-traded company. It converted to a Colorado state-chartered bank in 2016. It acquired two banks in 2017. It refined […]

Nicole Macarchuk – Angel Island Capital

Bigger isn’t always better. Need proof? Look no further than Nicole Macarchuk and the team at Angel Island Capital (AIC) in San Francisco. Named for one of the Bay Area’s most treasured landmarks, the alternative investment firm doesn’t boast quite the assets of its more seasoned rivals. But that’s not stopping the firm from forging […]

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Fall I 2020

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