ROLAND BRECEK started his career as a registered representative and sales manager for TEACHERS MANAGMENT & INVESTMENT CORPORATION, a regional broker dealer, from 1983 until 1992. He then went on to manage the largest sales office for TRANSAMERICA FINANCIAL RESOURCES, a national broker dealer. Soon after, Roland co-founded BRECEK & YOUNG FINANCIAL SERVICES GROUP INC, a registered investment advisory firm. In 1996, Roland co-founded a second firm, BRECEK & YOUNG ADVISORS INC, an independent broker dealer/registered investment advisory firm. Under his leadership as CEO and President, his firm was named Broker Dealer of the Year five times by Investment Advisor Magazine, a trade journal for financial planners. With the assistance of Bentley Associates, Mr. Brecek sold Brecek & Young in 2004, but he continued to manage the firm until 2008. He earned his B.S. degree from the UNIVERSITY OF WASHINGTON and his M.S. from WESTERN WASHINGTON UNIVERSITY.
Phone: (916) 752-7369
PHILIP ERARD has 40 years of diversified investment banking experience, principally working with middle market companies on both merger/acquisition and financing assignments, including debt, equity and limited partnership interests. In the latter category, he has raised over $450 million of private equity for various general and specific purpose investment partnerships. In the merger/acquisition and private placement areas he has arranged transactions and raised significant amounts of capital for sectors as diverse as pulp and paper, industrial manufacturing, consumer goods, media, telecom and telecom equipment, hotels and textiles. Mr. Erard began his career at LOEB, RHOADES & CO as a security analyst and became full-time corporate finance specialist in 1965. In 1972 he was made a general partner. For 20 years, he worked as a senior level investment banker at SCHRODER & CO. and its U.S. predecessors SCHRODER WERTHEIM and WERTHEIM & CO. before joining Bentley in 1998 as a Managing Director. Over the years he has served on numerous corporate and non-profit boards, including the Overseers Visiting Committee of Harvard College and the Lowell Observatory of Flagstaff, Arizona. He is also active in the American Alpine Club and currently serves as Chairman of its New York Section. He earned a B.A. from HARVARD COLLEGE and an M.B.A. from the HARVARD BUSINESS SCHOOL. Mr. Erard became Senior Advisor in 2017.
Phone: (212) 763-0379
EDWARD “JIM” FOLEY, III , a Senior Advisor since 2008, joined Bentley in 1998 as a Managing Director and established the firm’s real estate and lodging industry practice. Mr. Foley began his career with JONES LANG WOOTTON (now JLL) in 1977, where he was elected a Partner of the firm in 1979. He was responsible for cross-border transactions between Europe and the United States and later directed real estate investment banking operations in the western U.S. In 1986, Mr. Foley joined LEND LEASE REAL ESTATE INVESTMENTS, as head of Boston Financial Real Estate Advisors, an institutional real estate investment management firm. Joining J.P. MORGAN & CO. in 1987, Mr. Foley led a team of real estate professionals that invested in real estate equity, mortgages and the securities of private and public real estate companies on behalf of Morgan’s commingled funds and pension fund separate accounts. Mr. Foley completed Morgan’s Organizational Management Program. Over the course of his career, Mr. Foley has been responsible for over $3 billion in real estate-related transactions. Mr. Foley has served actively with several organizations, including The Urban Land Institute and the National Association of Real Estate Investment Trusts. He is a former director of Security Capital Realty, Inc., Whitestone Mortgage Capital and USLand LLC. Mr. Foley attended the UNIVERSITY OF MAINE and completed additional studies at HARVARD COLLEGE, MASSACHUSETTS INSTITUTE OF TECHNOLOGY and holds a Certificate in Real Estate Finance & Investment from NEW YORK UNIVERSITY.
LAWRENCE W. LEIGHTON began his extensive investment banking career at KUHN, LOEB & CO. He then joined CLARK, DODGE & CO. where he became Co-Head of the Corporate Finance Department. Joining NORTON SIMON in 1974 as the Director of Strategic Planning/Mergers & Acquisitions, he was responsible for several significant acquisitions for that company, including Avis Rent-A-Car. Three years later, he returned to Wall Street as a Limited Partner at BEAR, STEARNS & CO., focusing on international mergers and acquisitions. There he represented such major companies as Pernod Ricard. Joining CHASE INVESTMENT BANK in 1982 as a Managing Director, Mr. Leighton continued to focus on cross-border mergers. In 1989, he became President and Chief Executive Officer of UI USA, the US subsidiary of Union d’Ètudes et d’Investissements, the merchant banking arm of Credit Agricôle, the largest bank in France. He joined Bentley in 1997 as a Managing Director. Mr. Leighton is a Board Director of China XD Plastics and China Natural Gas and is on the Board of Trustees of the Waterford Institute and the Gillen Brewer School. He received his B.S.E. degree from PRINCETON UNIVERSITY and an M.B.A. from HARVARD BUSINESS SCHOOL. Mr. Leighton became Senior Advisor in 2017.
Phone: (212) 763-0374
ADAM SO is a senior investment professional with extensive experience in private and public financing transactions, as well as mergers and acquisitions. Mr. So advises clients in the technology, consumer retail and life sciences sectors. Prior to joining Bentley in late 2017, Mr. So was a corporate and securities partner at EPSTEIN, BECKER & GREEN P.C. in New York. Mr. So received his B.A. from BOSTON COLLEGE and his J.D. degree from GEORGETOWN UNIVERSITY LAW CENTER.
Phone: (212) 763-0356