Meet our team

Callum Bell is a dynamic Vice President at Nassau Street Partners, leveraging a solid academic background and diverse professional experience to deliver impactful investment banking solutions. Callum holds a Master’s degree in Investment Management from Exeter University, with additional studies at Copenhagen Business School, providing him with a robust understanding of international finance and investment strategies.

Before transitioning into investment banking, Callum honed his expertise at Leyton, where he specialized in structuring large-scale tax credit and non-dilutive transactions for major European companies. His work involved helping firms maximize their financial efficiency and access significant funding, which provided him with a deep knowledge of capital structuring and innovative financing methods. This experience has given Callum a unique perspective on optimizing financial strategies for clients across various industries.

Currently based in London, Callum plays a key role at Nassau Street Partners, where he applies his comprehensive background to advise clients on complex transactions. His expertise in navigating both traditional and non-dilutive financing options enables him to offer bespoke solutions tailored to the strategic needs of each client. Callum’s combination of hands-on experience and academic prowess ensures that he brings both analytical rigor and practical insight to every deal.

As a Vice President, Callum is committed to driving value and growth for Nassau Street Partners’ clients, working closely with teams across sectors to facilitate transactions that align with long-term business objectives. His adaptability and depth of knowledge make him an invaluable asset in the firm’s mission to deliver excellence in investment banking advisory services.

Saul Friend is an accomplished Director at Nassau Street Partners, bringing a wealth of experience from his diverse background in corporate and investment banking, as well as client relations in the media sector. Saul’s career spans leading roles in London at prominent financial institutions, including Barclays, where he excelled in corporate banking, and Macquarie, where he served as an investment banking associate specializing in the commodities industry. His deep knowledge of the commodities sector and corporate finance allows him to deliver tailored, strategic insights to clients across various industries.

Before joining Nassau Street Partners, Saul was a Client Liaison Manager at the Financial Times, where he played a pivotal role in connecting C-Suite executives through high-impact conferences and events. His expertise in building and managing client relationships at the executive level has honed his ability to create valuable networks and partnerships that drive business growth and opportunity.

Saul’s unique blend of skills, from structuring complex financial transactions to managing high-level client engagement, positions him as a versatile and strategic leader within Nassau Street Partners. His ability to navigate both the technical aspects of investment banking and the interpersonal elements of client relations allows him to deliver exceptional results, making him a key player in the firm’s mission to provide world-class advisory services to its clients.

In his role as Director, Saul leverages his extensive network and industry knowledge to facilitate business development and foster strong client relationships, ensuring that Nassau Street Partners remains at the forefront of the investment banking sector.

Juan Moreno is a seasoned investment banker and dealmaker with a distinctive advantage—his comprehensive experience across both buy and sell-side situations. As Managing Partner of Nassau Street Partners, a boutique investment bank, he has spearheaded key deals across a wide array of verticals and transaction types. His ability to navigate both sides of the capital markets ensures that clients receive well-rounded, strategic advice, making Nassau Street Partners a trusted name in the industry.

Prior to Nassau Street Partners, Juan Moreno honed his skills at Farad Investment Management S.A., a leading European asset manager in Luxembourg, working closely with high-net-worth individuals and family offices in the Benelux region. There, he helped deploy capital into innovative ventures, developing a keen understanding of investor dynamics and strategic capital allocation.

His experience further expanded on Wall Street in New York, where he held roles at the Royal Bank of Canada and Deutsche Bank within the investment banking division. At these institutions, he took part in a diverse array of debt and equity transactions, demonstrating his expertise across multiple asset classes and complex financial structures.

Juan Moreno’s unique blend of international and Wall Street experience, coupled with his proficiency in managing both the capital and strategic aspects of transactions, positions Nassau Street Partners as a formidable player in the boutique investment banking sector.

Juan Moreno is a Registered Representative of Finalis Securities LLC, Member FINRA/SIPC.

Adam Nohlgren is a seasoned advisor and strategist with a unique blend of expertise in marketing, finance, and asset management, positioning him as a forward-thinking leader at Nassau Street Partners. Based in Sweden, Adam has a rich background that includes running his own marketing and promotion firm for public companies, where he advised on IPOs, post-IPO strategies, and crafted comprehensive B2B and B2C marketing solutions. His innovative approach combines traditional marketing foundations with a keen insight into capital markets, allowing him to redefine financial advisory in a way that goes beyond conventional methods.

Prior to Nassau Street Partners, Adam honed his expertise at Onesense S.A. in Luxembourg, a premier asset management firm renowned for delivering unique insights to sophisticated investors. There, Adam contributed to a strategic advisory process that leverages cutting-edge technology and a deep understanding of global markets to execute impactful, data-driven investment strategies. His experience at Onesense informs his ability to tap into high-level networks and craft advisory solutions that resonate in today’s complex financial landscape.

At Nassau Street Partners, Adam brings this multi-faceted perspective to the firm’s advisory and capital-raising services. His strategic acumen, coupled with a network-driven approach, enables clients to access capital and market opportunities with unparalleled speed and precision. Adam’s commitment to using the latest tools and data-driven insights, combined with his extensive investor network, positions Nassau Street Partners as a leader in tailored financial solutions, empowering clients to secure capital and elevate their market presence.

Timo Josten, is a global entrepreneur and advisor with a deep expertise in connecting businesses with strategic opportunities across Asia and Europe. Based in Singapore, Timo leverages his extensive background in market entry, marketing, and investment advisory to drive success for Nassau Street Partners. As founder of a prominent agency in Singapore, Timo has spearheaded comprehensive marketing strategies and facilitated market expansion for leading brands and multinational firms. His agency, a leader in digital marketing and growth services, has enabled companies to penetrate Asian markets with precision, leveraging Singapore’s dynamic business environment.

Before joining Nassau Street Partners as a strategic advisor, Timo worked at Google, where he served as an evangelist, building connections and fostering product adoption among top-tier clients. This experience at Google sharpened Timo's unparalleled networking skills and his ability to translate business goals into actionable growth strategies. He has since advised numerous family offices, venture capital firms, and startups across industries, from biotech to luxury hospitality, guiding them in securing capital, connecting with high-net-worth investors, and navigating complex cross-border ventures.

Timo’s advisory approach is built on a network-driven model, offering clients access to elite markets in Southeast Asia and beyond. With a focus on data-driven marketing and investment strategies, he brings insights from both his entrepreneurial ventures and his advisory role with the German government, where he supported European startups expanding into Asia. At Nassau Street Partners, Timo’s unique blend of strategic insight and regional expertise empowers clients to unlock capital opportunities, access high-value networks, and thrive in today’s competitive global landscape.

Jake Wang is currently pursuing a dual degree in physics and economics at Georgetown University, where he applies a unique analytical approach to finance. He brings valuable experience from his time at Briggs Capital, where he worked as an M&A analyst, developing strong skills in financial modeling, valuation, and market analysis.

Cierra Liu is an Analyst with a strong background in economics and financial analysis. She is currently pursuing her studies at NYU, specializing in economics, where she has developed a keen interest in data-driven economic trends, market behavior, and financial modeling. In addition to her academic pursuits, Cierra gained hands-on experience as an Analyst at Ligo Partners, a family office based in Florida, where she contributed to strategic investment decisions and market research.

Lev brings over four years of experience across investment banking, mid-market M&A advisory, private equity, corporate development, and deal origination.

Previously, he served as an Investment Banking Summer Associate at CIBC Capital Markets, where he honed his skills in financial modeling and transaction structuring. His work spans diverse sectors and regions, including North America and Southeast Asia, with transactions valued between C$10 million and C$500 million. Known for his strategic insight, analytical rigor, and cross-border expertise, Lev is committed to helping clients achieve growth through carefully crafted, value-driven deals.

He holds an MSc in International Business from the Ivey School of Business and a BA in Economics from Western University.

Neel Doshi is an accomplished investment banker with three years of sell-side banking experience on Wall Street at TD Securities (TD Bank's Investment Bank). He has played a key role in advising on high-profile transactions across mergers and acquisitions, equity capital markets, and private financings, demonstrating his expertise in navigating complex deals in the food, beverage, healthcare, and technology sectors.

Notable transactions in Neel's career include acting as Sell-Side Advisor to Firehouse Subs in its $1.0 billion sale to Restaurant Brands International and serving as an Active Bookrunner on Chobani's $1.5 billion Initial Public Offering. He has also led efforts in significant capital raises, such as a $70 million Series B financing at a $300 million pre-money valuation for a medical device manufacturer, a $50 million Series B financing at a $175 million pre-money valuation for a process technology company, and a C$25 million Series A financing at a C$100 million pre-money valuation for a leading provider of protein products.

Neel’s transaction history reflects his ability to work on both successful closings and high-stakes deals in progress, such as acting as Joint Lead Arranger and Bookrunner on VSP Global's $700 million acquisition financing of iCare. His experience spans sell-side and buy-side advisory, providing strategic guidance to global corporations, private equity firms, and high-growth companies.

With a strong background in finance and economics, Neel combines analytical rigor with a client-first approach, making him a valuable asset to Nassau Street Partners.

Truen Martin serves as Vice President at Nassau Street Partners, where he leverages his unique blend of legal consulting and financial expertise to drive capital solutions for clients. With a background in legal consulting for small and medium-sized businesses (SMBs) in the UK, Truen developed a deep understanding of navigating regulatory frameworks and structuring deals that protect client interests. His experience providing working capital and financing to businesses further honed his ability to evaluate financial needs and deliver tailored solutions.

Truen’s combined expertise positions him as a critical asset in investment banking, where his skill in structuring transactions, advising on capital deployment, and understanding complex financial landscapes ensures clients receive strategic guidance in achieving their growth objectives. His international perspective and hands-on approach bring added value to Nassau Street Partners' mission of delivering exceptional capital-raising services.

Alex Rondel, Director at Nassau Street Partners, brings a rich background in finance, sales, and business development. Starting in Jersey, he worked with real estate funds and private equity, gaining a strong foundation in financial management. Over four years, he enhanced his sales skills, consulting for real estate and SaaS masterminds, and crafted growth strategies for UK and US businesses. Alex's blend of strategic insight, sales acumen, and leadership makes him a pivotal figure at the firm, where he manages operations, sales, and client relationships, driving growth and innovation in advisory services.

Gary Shields is the Chairman and Managing Partner of Nassau Street Partners, where he spearheads the firm's strategic direction and directly leads all major initiatives. At the helm of the organization, Gary brings a wealth of experience with a distinguished career spanning nearly four decades in investment banking and venture capital.

Gary began his career in 1986 at LF Rothschild as a research analyst specializing in TMT stocks. In 1991, he joined the renowned investment bank Robertson Stephens as the Head of Environmental Services Investment Banking. Initially recruited as a Senior Research Analyst, Gary transitioned into the investment banking group, contributing to the firm's legacy as one of the "Four Horsemen" of investment banking.

Later in 1991, Gary became Head of Healthcare Investment Banking at The Chicago Corporation, where he drove innovative strategies in one of the most dynamic sectors of the market. In 1995, he co-founded Flemming, Lessard & Shields, a San Diego and San Francisco-based investment bank. As Managing Director, Gary advised hundreds of companies on M&A, divestitures, IPO planning, and capital formation.

Gary's expertise extends beyond investment banking into venture capital and corporate governance. He joined the board of Favrille in 2003, a biopharma company focused on immune system technologies, and played a pivotal role in its IPO and subsequent merger. Since 2020, he has served on the board of CureScience, guiding its partnerships and investments in cutting-edge diagnostics, regenerative medicine, and immunotherapy.

Today, under Gary's direct leadership, he also serves as a Managing Partner at AvTech Ventures, a San Diego-based investment bank and venture capital firm. AvTech is recognized for advising and investing in emerging growth companies from early stages through IPOs and M&A transactions. His hands-on management approach has built a track record of success in both domestic and international markets.

Gary's career reflects a deep commitment to innovation, strategic growth, and delivering exceptional outcomes for companies and investors alike. As the driving force behind Nassau Street Partners, his vision, expertise, and decisive leadership are instrumental in shaping the firm's direction and continuing to provide world-class advisory services to clients.

Gary Shields is a Registered Representative of Finalis Securities LLC, Member FINRA/SIPC

Bill currently serves as a member of the Board of Advisors for Nassau Street Partners. He is also the Chairman & Chief Executive Officer for Shepherd Avenue Capital Acquisition Corp (NASDAQ: SPHA), which is a special purpose acquisition corporation targeting a globally sourced business combination, where he has led the firm from inception through the recent IPO close for a total offering of $86.25 million. Bill has also been serving as the Managing Partner of Daedalus Analytics International, a boutique data-driven firm specializing in providing highly unique global strategic business intelligence for targeted innovation ecosystems.

He has deep experience in corporate finance, including cross-border M&A, international joint ventures, and technology licensing, particularly between the US, Europe, and China. He has been cited in various articles and conducted more than two dozen television, radio, and print interviews by the Wall Street Journal, Dow Jones Newswires, iFeng TV, China Business News TV, and other business outlets on various financial valuation and China business-related topics.

In prior capacities, Bill served as a senior leader in Ernst & Young’s Transaction Advisory Services – Corporate Finance practice, where his engagements spanned TMT, aerospace & defense, industrial products, among others. He was also a member of EY’s National Fairness Opinion Technical Review Committee. Previously, he spent 8 years based in China while serving as both City Leader and Country Head for a global financial advisory firm, leading offices in Shanghai, Beijing, and Hong Kong.

During his tenure in China, his client engagements for major multinational corporations spanned 20 of the 23 Chinese provinces, including more than 200 cities across China. His other Southeast Asian engagements include major transactions in Singapore, Vietnam, Malaysia, Thailand, South Korea, the Philippines, as well as Australia and New Zealand.

Bill is a former member of the White House staff with the Office of Science and Technology Policy (OSTP), serving the President’s Council of Advisors on Science and Technology (PCAST) and in the Directorate for Technology and National Security Affairs during stints under two separate Presidential Administrations of both political parties. He has also been an Economic Fellow under Commissioner Carol Crawford at the United States International Trade Commission (USITC), and on the consulting staff of the National Research Council at the National Academy of Sciences.

Bill is also a two-time finisher of the Ironman Triathlon endurance race and has trekked extensively throughout Asia, Africa, South America, New Zealand, and the US.

Richard A. Roth is a nationally and internationally recognized legal counsel specializing in securities litigation and regulatory matters. As the founder and partner of The Roth Law Firm, he has built a reputation for his aggressive advocacy, innovative strategies, and dedication to delivering exceptional results for his clients. Mr. Roth’s extensive expertise encompasses securities litigation, FINRA arbitrations, and regulatory defense involving the SEC, positioning him as a trusted advisor for financial institutions, corporations, and individual clients.

With decades of experience, Mr. Roth has represented a diverse clientele, ranging from Fortune 100 corporations and major financial institutions to investment banks, broker-dealers, venture capital firms, and high-profile individuals. His work in securities law includes defending clients in complex disputes, handling regulatory investigations, and arbitrating matters before FINRA, the American Arbitration Association (AAA), and other mediation and arbitration forums. He also serves as a FINRA arbitrator, further solidifying his authority in the field.

Mr. Roth has litigated hundreds of cases across state and federal courts, including appeals in multiple circuits and the United States Supreme Court. He is admitted to practice in New York and various federal jurisdictions and frequently appears pro hac vice in courts across the country. His ability to navigate high-stakes litigation and his deep understanding of securities regulations have earned him recognition as a leader in his field.

Beyond the courtroom, Mr. Roth is a sought-after commentator on legal issues, regularly appearing on major media outlets such as CNBC, FOX News, and Bloomberg Television. He has been quoted in leading publications, including The Wall Street Journal and The New York Times, and has received numerous accolades, including being named a “SuperLawyer” and one of the “Top Attorneys in the New York Metropolitan Area.”

Mr. Roth’s academic foundation includes a B.A., cum laude, from Union College and a J.D. from Hofstra University School of Law, where he served as Associate Editor of the Hofstra Law Review. His early career included roles with the U.S. Attorney General’s Office, a Second Circuit Court of Appeals judge, and prestigious law firms, where he honed his expertise in securities and complex commercial litigation.

At The Roth Law Firm, Mr. Roth continues to lead a team dedicated to providing unparalleled legal representation in securities, regulatory, and corporate litigation matters, ensuring his clients achieve favorable outcomes in the most challenging legal landscapes.

Julieta Plingau is a seasoned professional in investor relations with a proven track record in managing high-stakes financial engagements. Currently based in London, Julieta has recently joined Nassau Street Partners to leverage her extensive experience in fostering investor connections and driving successful investment campaigns.

Previously, as an Investor Relations Associate at Maib Bank, Julieta was instrumental in orchestrating the bank's public listing. She led the roadshow and managed the entire IPO process, securing significant investor interest and achieving a successful debut on the market. Her strategic approach to investor introductions not only enhanced the bank's visibility but also significantly boosted its capital base.

Before her role at Maib Bank, Julieta served at the Moldovan Ministry of Foreign Affairs where she honed her skills in international relations and economic diplomacy. Her work involved engaging with global investors, promoting Moldova as an investment destination, and facilitating cross-border financial partnerships.

Julieta holds a degree from City University London, where she cultivated a deep understanding of finance and economics, complemented by a strong network within the European financial community. Her academic background combined with her practical experience makes her an invaluable asset to Nassau Street Partners, where she continues to excel in connecting capital with opportunity.

Mark Ramy is a seasoned investment banker with a proven track record in M&A advisory, capital raising, and financial structuring. As Head of Investment Banking at Nassau Street Partners, he has led and executed high-profile transactions across various industries, ensuring optimal outcomes for multinational corporations, family offices, and institutional investors. His expertise spans financial modeling, valuation analysis, due diligence, and deal negotiation, with a keen ability to navigate complex financial landscapes.

Throughout his career, Mark has advised on transformational deals, including a $60 million sell-side M&A transaction for the largest gumbase manufacturer in the MENA region, structuring the deal as a strategic acquisition. In capital markets, he played a key role in securing a $9 million syndicated loan for the largest canned tuna producer in the Middle East, optimizing its capital structure to support expansion. His expertise also extends to financial consulting, having conducted numerous fairness opinion reports and feasibility studies.

Mark is a CFA Level I charterholder, and has earned the Financial Modeling & Valuation Analyst (FMVA) certification. His leadership in investor outreach, structuring complex financial transactions, and navigating regulatory landscapes has established him as a trusted advisor in the investment banking space. At Nassau Street Partners, he continues to drive value for clients by delivering tailored financial solutions and executing transactions that shape industries.

Zoe Jupp brings a wealth of experience to her role as an Head of Investor Relations, where she is instrumental in connecting with a broad network of investors and spearheading capital-raising efforts for our clients. Before joining us, Zoe worked with the Financial Times, where she specialized in organizing conferences tailored for family offices and institutional investors across the UK and the Middle East. Her background in crafting high-level financial events has equipped her with unique insights into investor needs and market dynamics, making her an invaluable asset in fostering relationships and driving investment strategies.

Stephanie brings valuable international expertise to her role as Investor Relations Associate, drawing from her extensive experience in the Asian financial markets. Prior to joining us, she worked in Singapore's vibrant financial sector, where she specialized in wealth management and cultivated deep relationships with prominent family offices across Southeast Asia. Her time in Singapore equipped her with unique cross-cultural insights and a nuanced understanding of diverse investor needs. This background, combined with her ability to navigate complex financial landscapes, makes her particularly adept at fostering meaningful relationships with our global investor base and developing tailored investment strategies for our clients

Jamie Walker brings a unique blend of military precision and financial expertise to his role as Vice President in our London office. Drawing from his distinguished background as a warfare specialist across multiple aircraft carriers, Jamie developed exceptional skills in strategic analysis and target identification that he now applies to the complex world of international finance.

In his military service, Jamie specialized in identifying and analyzing potential threats, honing his ability to make critical decisions under pressure. This experience has proven invaluable in his transition to financial services, where he excels at identifying opportunities and managing risk in complex market environments.

Today, Jamie focuses on advising U.S. corporations on accessing private capital markets across Europe and the United States. His deep understanding of both markets, combined with his analytical approach, enables him to provide strategic guidance to clients navigating the international private capital landscape.

Jamie's distinctive background in both military operations and financial services gives him a unique perspective on risk assessment and strategic planning, making him a valuable advisor to clients seeking to optimize their capital structure and access new funding opportunities.

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George Vaughan is a Vice President with expertise in healthcare and financial management. At Aura Health, he guided the personal health consultancy on healthcare market dynamics and marketing strategy, developing targeted positioning and customer acquisition approaches that enhanced both investor and consumer appeal. Previously, as a Private Wealth Management Associate at a prestigious Family Office, George identified premium investment opportunities, evaluated capital deployment vehicles, and presented strategic propositions to the investment committee. His combined healthcare industry knowledge and financial acumen make him a valuable partner for businesses seeking growth and operational excellence.

Donia Madkour brings extensive financial expertise to her role connecting clients with a global investor network, particularly leveraging her strong connections in the Gulf region. Her background includes significant contributions to portfolio company sales processes, where she collaborated with sell-side advisors and led investor roadshows. At her previous firm, Donia supported fundraising initiatives through developing sophisticated financial models, creating internal forecasting analyses, and preparing detailed pitch presentations for potential investment opportunities. Prior to this, her tenure in investment banking at Beltone Financial and Masar Advisory equipped her with advanced skills in valuation, financial modeling, and business assessment across diverse sectors including petrochemicals, telecommunications, F&B, and industrials. Now based in the Gulf region, she serves as a vital bridge connecting clients with investors both regionally and throughout global markets.

Mia Sullivan brings a global perspective to her role as Investor Relations Associate. With a background in the Spanish luxury real estate industry, Mia has cultivated a strong personal rolodex of high-net-worth clientele and a deep understanding of investor priorities. Before joining us, she excelled in driving sales growth through strategic client acquisition and relationship management, while also handling financial administration. Her experience with discerning international clients has equipped her with an instinct for identifying long-term value opportunities, which she uses to foster meaningful relationships between investors and our clients, ensuring alignment between investment objectives and capital-raising initiatives