Executive Team

  • Victor Cohn

    Chairman & COO

    Victor Cohn

    Chairman & COO

    Victor Cohn has 40 years of financial industry experience. Victor oversees all administrative and legal matters of Solebury Capital and Solebury Communications and provides input, guidance and judgment on the daily business activities of each group.

    Victor began his Wall Street career at Salomon Brothers where he was Global Head of Equity Capital Markets. He also served as a member of the four-person Equity Operating Committee, responsible for running Salomon’s global equity business. Victor then joined UBS as Co-Head of Investment Banking and Head of North America Capital Markets. He was a member of the Regional Management Committee with responsibility for all U.S. capital markets products. Following UBS, Victor was Global Head of Equity Capital Markets at Bear, Stearns where he was a member of the firm’s Commitment Committee and President’s Council.

    Victor was a member of the Board of Directors at Verity, Inc., chairing both the Audit and Governance committees. Victor was also a member of the Board of Directors at Peregrine Systems, serving as Chairman of the Governance Committee, a member of the Audit Committee and a member of the Special Committee formed to handle the sale of Peregrine. He is a former director of Printcafe Software, Inc., where he also sat on its Audit and Compensation committees as well as the Special Committee of Independent Directors at the time of the company sale. Victor was a director at Dwango Wireless and served as non-executive Chairman.

    Victor graduated from Penn State University and currently lives in Pound Ridge, NY.

    vac@solecap.com | Download VCard
  • Alan Sheriff

    Co-Founder & Co-CEO

    Alan Sheriff

    Co-Founder & Co-CEO

    Alan Sheriff has worked in the equity capital markets for over thirty-three years in a variety of senior positions. He initially spent nine years at Salomon Brothers Inc. and from January 1992 until February 2005 at Credit Suisse First Boston. In February 1994, Alan was promoted to Managing Director and in 1997, Co-Head of Equity Capital Markets for the Americas for Credit Suisse First Boston. He also Chaired the firm’s Equity Valuation Committee and sat on the Investment Banking Committee. Alan also led the Equity-Linked Capital Markets desk as well as the firms’ restricted stock effort. Since co-founding Solebury Capital, Alan has worked on IPO’s, follow-ons, block trades and general capital markets advice for financial sponsors such as Bain Capital, Ares Management, American Securities, TH Lee, Freeman Spogli, Apax Partners, Charlesbank and many others. Alan has worked directly with companies such as Nielson, The Carlyle Group, Dunkin Brands, BRP (Bombardier Recreational Products), Aramark, Black Knight Financial, Patheon, Planet Fitness, Party City and many others.

    Alan graduated with a BA in Political Science, Magna Cum Laude, Phi Beta Kappa from the University of Rochester in 1981 and with a Masters in Public Policy from Columbia University’s School of International and Public Affairs in 1983. He is a member of The Council on Foreign Relations and the NationSwell Council. Alan is the founder of Teach2Serve, a nonprofit designed to educate and train select high school students for careers in public policy and nonprofit work. In January 2011 Alan served as a delegate for the U.S. State Department’s Global Entrepreneurship Program in Egypt, in an effort to promote and spur entrepreneurship around the world. Alan is a Trustee at The Solebury School, where has also taught courses on Genocide and the Holocaust. Alan also sits on the Boards of several start-ups including Runa, a clean energy drink company and Hydros Bottle.

    Alan lives in Bucks County, Pennsylvania with his wife and four sons.

    ars@solecap.com | Linkedin | Download VCard
  • Edward R. Hatfield

    Co-Founder & Co-CEO

    Edward R. Hatfield

    Co-Founder & Co-CEO

    Ted Hatfield co-founded Solebury Capital in 2005 and has jointly led the firm to become the country’s most influential equity capital markets advisory boutique and a leading global investor relations firm. Ted has nearly 30 years of capital markets experience on Wall Street including a background in fixed income trading, equity underwriting and ECM advisory. Ted has been responsible for the pricing of over 750 IPOs, marketed follow-ons and block trades in every sector of the economy.

    Prior to forming Solebury, Ted spent 20 years at Credit Suisse, serving as Head of U.S. Equity Syndicate Department – Americas. For roughly 10 years, Ted was responsible for overseeing the marketing, pricing, allocation and trading of all equity and equity-linked transactions listed in North America as well as all US-listed transactions marketed abroad. Ted was a member of the U.S. Equity Management Committee, Global ECM Management Committee, Equity Valuation Committee, Global Research Reform Project Board , IPO Practices Committee and Co-Chairman of the IPO Allocation Review Committee.

    Ted is a graduate of Lehigh University and lives in Summit, NJ with his wife and four children.

    erh@solecap.com | Linkedin | Download VCard

Professionals

  • Jeff Grossman

    CEO & Managing Director

    Jeff Grossman

    CEO & Managing Director

    Jeff Grossman brings over 15 years of Investor Relations and Equity Capital Markets experience to his role as CEO of Solebury Communications Group. Jeff leads a team that has delivered strategic Investor Relations advice and counsel to over 100 companies, crossing numerous sectors, market caps, and timeframes in their corporate lifecycle.

    Prior to joining Solebury, Jeff was a member of Citi’s Equity Capital Markets team, originating and executing equity capital raises in the industrial and financial sectors. Prior to Citi, Jeff co-founded Ilios Partners LLC an investor relations and capital markets consulting firm, and began his career at The Carson Group in the investor relations consulting field.

    Jeff earned his MBA from Columbia Business School and his B.A. in Economics from Tufts University. Jeff is also a member of the National Investor Relations Institute (NIRI).

    He lives in Westchester County, New York with his wife and two children.

    jgrossman@soleburyir.com | Linkedin | Download VCard
  • Jamie Lillis

    Managing Director

    Jamie Lillis

    Managing Director

    Jamie joined Solebury Communications in 2011 following a 14 year career as an Institutional Equity Salesperson on Wall Street.

    Prior to joining Solebury Jamie was an institutional equity salesperson at Banc of America in their middle markets group. Following the acquisition of Merrill Lynch in January 2009, Jamie was selected to join a Real Estate focused sales team expanding his coverage to include dedicated REIT investors such as Cohen & Steers and APG Asset. Jamie started his Wall Street career on Credit Suisse First Boston ‘s Institutional Equity Sales desk where he spent nine years developing relationships with many of the firm’s most important clients such as Blackrock, Deutsche Asset Management, PIMCO Equity, Fred Alger, and Dreyfus.

    Prior to his career on Wall Street, Jamie was an Account Marketing Representative for the Xerox Corporation where he completed their extensive sales training programs and earned distinction having received many President and Par Club awards.

    Jamie received his undergraduate degree from Bucknell University and an MBA from Cornell University’s Johnson Graduate School of Management. Jamie lives in Connecticut with his wife and three sons.

    jlillis@soleburyir.com | Download VCard
  • Kevin Doherty

    Managing Director

    Kevin Doherty

    Managing Director

    Kevin joined Solebury Communications in 2012 following 13 years in equity research and private equity. At Solebury, Kevin is responsible for managing IR relationships with key clients. His expertise extends across a range of sectors including Industrials, Business Services, Education Services, Technology, and Financials. In his role, he provides sound guidance to senior management teams dealing with the inevitable challenges and complexities that arise while being a public company and interacting with the investment community.

    Kevin began his career in the top ranked equity research department at Salomon Smith Barney (Citi), before moving to Merrill Lynch, then Bank of America as a senior publishing research analyst.

    Kevin graduated from The University of Delaware and was active in the school’s investment club and varsity soccer team.  Kevin lives with his wife and two children in Westchester County, NY.

    kdoherty@soleburyir.com | Linkedin | Download VCard
  • Helen O’Donnell

    Managing Director

    Helen O’Donnell

    Managing Director

    Helen joined Solebury Communications as a Managing Director in September 2015, after more than 20 years of experience in buy-side and sell-side research.

    Helen’s prior position was a Senior Investment Analyst at American Century Investments, a firm with more than $140 billion in assets under management. She covered the global health care sector for the firm’s Global Growth and International Growth Strategies. During her 14 years at American Century, she also co-managed the Global Growth strategy for 2 ½ years.

    Helen’s previous buy-side position was as a Senior Vice President and Director of Research for Mitchell Hutchins Asset Management. Before joining Mitchell Hutchins, Helen was a Senior Vice President in the equity research department of PaineWebber where she focused on the health care services sector, including hospitals, skilled nursing homes, rehabilitation companies and health care REITs. In that role, she authored detailed industry and company research reports, provided financial models and hosted investment conferences and meetings for clients.

    Helen began her career covering medical device companies and healthcare services companies at Smith Barney.

    Helen earned a BA degree in Communications from Fordham University.

  • Ed Yuen

    Managing Director

    Ed Yuen

    Managing Director

    Ed is a member of Solebury Communications where he has provided strategic Investor Relations advice and counsel to senior management teams across numerous sectors, including restaurants, retail, business services, media, specialty finance and technology.

    Prior to Solebury, Ed spent seven years in various investment banking roles including equity capital markets and equity private placements in the Corporate Finance team at Societe Generale, and as a Vice President in the Energy & Power Investment Banking team at Wells Fargo.  In addition, Ed spent seven years in equity research at Bank of America, Wells Fargo and SunTrust Robinson Humphrey, providing coverage of companies across the electric utilities, energy technology and telecommunications sectors.

    Ed earned undergraduate degrees in Economics and Environmental Studies from Tufts University.  Ed has volunteered extensively with Apex for Youth in its middle school and high school mentoring and SAT prep programs, and most recently served as a member of the Associate Board.

    Ed lives in Manhattan with his wife and two children.

    eyuen@soleburyir.com | Linkedin | Download VCard
  • Richard Zubek

    Director

    Richard Zubek

    Director

    Rich joined Solebury in 2010 and has over ten years of investor relations experience.  Rich represents companies across a broad range of industries including education technology, financial services, building products and automotive / industrial manufacturing,  and has worked on engagements with companies having market caps ranging from $50 million to over $10 billion.

    Prior to joining Solebury, Rich worked at FTI Consulting in their investor relations group, and previously worked at Frederic W. Cook and L.E.K. Consulting.

    Rich graduated from the University of Chicago with a degree in Political Science in 2000.  Rich currently serves as a board member for Calvin Hill Day Care Center and Kitty Lustman-Findling Kindergarten which are nationally accredited, model educational preschool programs.  Rich lives in New Haven, CT with his wife and two children.

    rzubek@soleburyir.com | Download VCard
  • Sloan Bohlen

    Director

    Sloan Bohlen

    Director

    Sloan joined Solebury Communications as a Director in February of 2016, after more than 12 years of experience in both buy-side and sell-side research and investment banking.

    Sloan recently worked as an analyst at Balyasny Asset Management, a multi-strategy hedge fund with over $8 billion in assets under management. He was responsible for equity recommendations across the Financials sector in the US, Canada and Latin America. Areas of coverage included real estate, specialty finance, banks, asset managers, credit cards, financial services and financial technology.

    Previously Sloan was a Vice President at Goldman Sachs in sell-side equity research. Over 7 years, Sloan covered both the REIT and specialty finance sectors. In that time, he authored industry and company specific research reports, created proprietary financial and valuation models and marketed his recommendations to both long-only and long-short investors.

    In REITs, Sloan has covered every major property type, as well as mortgage REITs and real estate brokers. In 2011, Sloan was the #2 Real Estate analyst in the Wall Street Journal’s “Best on the Street” ranking.

    Sloan began his career as an investment banking analyst at Sandler O’Neill & Partners focusing on regional banks.

    Sloan earned a BS degree in both Finance and Marketing from Lehigh University.

    sbohlen@soleburyir.com | Download VCard
  • Anthony Rozmus

    Associate

    Anthony Rozmus

    Associate

    Anthony joined Solebury’s investor relations business in 2013 as a member of a team that delivers comprehensive IR services and support to senior management across numerous sectors, including Chemicals, SRI, Industrials, Distribution, Homebuilding, Financials, Consumer and Shipping.

    Anthony graduated magna cum laude from Marist College with a B.S. in Finance and Psychology. At Marist, Anthony was a member of the Men’s Division 1 Soccer Team, captaining the team his senior year. Anthony also worked for the Marist College Campus Ministry, assisting with local community projects such as The Giving Tree and The Hunger Walk.

    Anthony is based in Solebury Communication’s Stamford office. He currently resides in Stamford, CT.

    arozmus@soleburyir.com | Linkedin | Download VCard
  • Alex Pelzar

    Associate

    Alex Pelzar

    Associate

    Alex joined Solebury’s investor relations business in 2015, where he provides comprehensive IR services and support to senior management across the Financials and Healthcare sectors.

    Prior to joining Solebury, Alex worked in sell-side equity research as an associate analyst on Financials sector coverage teams at Citigroup and BMO Capital Markets.

    Alex earned his B.S. in Business Administration with a concentration in Finance from Ithaca College. He is based in Solebury Communications’ Stamford office.

    apelzar@soleburyir.com | Download VCard
  • Ankit Hira

    Associate

    Ankit Hira

    Associate

    Ankit joined Solebury’s investor relations business in 2014, delivering comprehensive IR services and support to senior management teams across numerous sectors, including restaurants, retail, healthcare, business services, media and specialty finance. 

    Prior to joining Solebury, Ankit was working for the family hotel business focused on operations, strategy, acquisitions, and consulting. Previously, Ankit worked at Viad Corp. focused on corporate development, strategy and acquisitions in the hospitality industry.  In addition, Ankit was an Investment Banking Analyst at Versailles Group, Ltd. focused on domestic and cross-border M&A in the TMT, manufacturing, distribution, and education industries.

    Ankit earned his B.S. in Corporate Finance and Accounting from Bentley University. Ankit is based in Solebury Communication’s Stamford, CT office.  He currently resides in New Milford, CT.

    ahira@soleburyir.com | Linkedin | Download VCard
  • Jack Bogorowski

    Analyst

    Jack Bogorowski

    Analyst

    Jack is a key member of the Solebury team, delivering comprehensive IR services and support to senior management across numerous sectors.

    Jack graduated from Lehigh University with a BA in Economics. As a member of Lehigh’s Varsity Men’s Lacrosse Team, Jack helped the Mountain Hawks to a Patriot League Championship. Jack was also a member of the Patriot League Academic Honor Roll and an active volunteer with Community Outreach by Athletes who Care about Helping (C.O.A.C.H.) in the Bethlehem area.

  • Maria Lycouris

    Analyst

    Maria Lycouris

    Analyst

    Maria joined Solebury’s investor relations business in 2015 and delivers comprehensive IR services and support to senior management across numerous sectors.

    Maria graduated from Cornell University with a B.S. in Communication. She was a three-time varsity letter winner on Cornell’s D1 Women’s Rowing Team, where she helped the team to two NCAA championships.  She was also a representative in both the Big Red Leadership Institute Upperclass Cohort as well as the Student-Athlete Advisory Council.

    Maria is based in Solebury Communication’s Stamford, CT office.  She currently resides in Riverside, CT.

    | Linkedin
  • Michael Bank

    Analyst

    Michael Bank

    Analyst

    Michael is a key member of the Solebury team, delivering comprehensive IR services and support to senior management across numerous sectors.

    Michael graduated from Muhlenberg College with a BA in Business. During his business and strategy course at Muhlenberg, Michael obtained the best overall score in a worldwide competition called Global Business Simulation. Michael held several leadership positions on campus and is a co-author of two scientific research articles in The American Journal of Physiology.

    mbank@soleburyir.com | Linkedin | Download VCard
  • Kevin McCarthy

    Analyst

    Kevin McCarthy

    Analyst

    Kevin joined Solebury’s investor relations business in 2017, where he delivers comprehensive IR services and supports senior management across numerous sectors.

    Prior to joining Solebury, Kevin worked as an analyst with PNC Wealth Management where he developed strategies to better manage risk for client portfolios.

    Kevin graduated from Gettysburg College with a B.A. in Organization and Management Studies. As a member of Gettysburg’s Varsity Football Team, Kevin was a 4 year varsity letter winner and was named to the 2016 National Football Foundation & College Honor Society.

    Kevin is based in Solebury Communications’ Stamford office.

    kmccarthy@soleburyir.com
  • Gregory Horvat

    Analyst

    Gregory Horvat

    Analyst

    Gregory joined Solebury’s investor relations business in 2017, where he delivers comprehensive IR services and supports senior management across numerous sectors.

    Prior to joining Solebury, Gregory worked at PNC in Corporate & Institutional banking for both underwriting and relationship management roles across 3 teams that covered the general Washington area.

    Gregory graduated from the University of Pittsburgh with degrees in Finance and Accounting, and a minor in Economics. He held numerous leadership positions across campus in both professional development and service organizations, as well as achieved state and national recognition in several case study competitions.

    Gregory is based in Solebury Communications’ Stamford office.

    ghorvat@soleburyir.com