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
EDWARD “JIM” FOLEY, III 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. He resides in San Francisco and Lake Tahoe.
PAUL HAVILAND has over 30 years experience in Mergers & Acquisitions and Corporate Finance, working primarily as the senior officer in charge of Corporate Development/M&A for major global corporations as well as leading private equity and M&A advisory firms. He began his career in the Corporate Development Department of THE ALLEN GROUP and subsequently served as the Director of Planning & Corporate Development for GRIFFON CORPORATION. He then became the senior corporate officer in charge of Corporate Development/M&A and Planning for such firms as the BOVIS LEND LEASE, EXELON CORPORATION and STANLEY BLACK & DECKER. He also served as a Vice President and Head of Corporate Development for the operations headquarters of the private equity firm, FORSTMANN LITTLE & CO. Most recently, Mr. Haviland was the Founder/CEO of THE ARTEMIS GROUP, a private equity and M&A advisory firm in Greenwich, CT, where he advised on numerous M&A transactions for corporate and private equity clients, as well as for several wealthy family offices. Mr. Haviland’s deal experience spans numerous industries, but is most heavily concentrated in Diversified Industrials, Energy/Power & Utilities, Consumer Packaged Goods, Construction & Building Materials, Aerospace & Defense, Automotive, and the Restaurant/Food Industry. He is a member of American Mensa. Mr. Haviland received a B.A. from LAFAYETTE COLLEGE, attended the MBA program at HOFSTRA UNIVERSITY, and has participated in Advanced Management Program studies at the HARVARD BUSINESS SCHOOL and through the STANFORD UNIVERSITY EXECUTIVE PROGRAM.
Phone: (212) 763-0348
MATTHEW D. HOWISON has over 20 years of experience as an investment banker advising on mergers & acquisition and capital market transactions. Mr Howison began his financial career as a Senior Manager at ROTHSCHILD in 1993. In 1995 he moved to TURNBULL & PARTNERS, where he served as Executive Director. Two years later, the firm was sold to GOLDMAN SACHS, where Mr. Howison continued to serve as an Executive Director for three years. He then moved to SALOMON SMITH BARNEY, working as a Director in their Corporate Finance practice. In 2004, he founded EMERALD PARTNERS, a privately owned merchant banking firm based in Sydney, Australia with an office in Los Angeles. Mr. Howison advises growth companies across a wide range of industry sectors with a focus on Asia/Australia and US cross-border transactions. He received LLB and LLM from the UNIVERSITY OF SYDNEY, and his MBA from the LONDON BUSINESS SCHOOL.
Phone: (424) 217-9744
GARY M. JACOBS has extensive operating experience working for a wide variety of industries, specifically including health products, consumer packaged goods, building materials, jewelry, and institutional pharmacy services. Mr. Jacobs has a CPA, having begun his career at ERNST & YOUNG, where he worked for 13 years on behalf of companies in retail, manufacturing, distribution, banking, and other industries. For the next six years he served as the Chief Financial Officer of GRAHAM-FIELD HEALTH PRODUCTS, a global manufacturer of healthcare products. Moving to THE HAIN CELESTIAL GROUP, an international manufacturer of consumer package goods, he first served as Chief Financial Officer for three years before becoming Executive Vice President, Operations for two years. Mr. Jacobs became the President of THE INNOVATIVE COMPANIES, an international building materials company for three years. Moving to a jewelry wholesaler, GOLD FORCE INTERNATIONAL he served as its Chief Financial Officer and Chief Operating Officer, while simultaneously working as Chief Financial Officer and Chief Operating Officer for KARAT PLATINUM in the startup phase for this jewelry company. The next three years involved an extensive financial work-out project on behalf of a publicly-traded institutional pharmacy services company, CHEM RX, where Mr. Jacobs was Chief Financial Officer and Acting Chief Operating Officer while also serving on the Board of Directors. Since 2011, he has been an independent financial and operational consultant, becoming a Senior Advisor at Bentley in early 2013. He is currently a Board Member of Surge Components, a publicly-held importer/distributor of electronic products and Gomez Family Enterprises, a private contract manufacturer of specialty food products. Mr. Jacobs earned his BBA from ADELPHI UNIVERSITY.
Phone: (516) 817-1156
SHELLEY M. ZOLER is a senior investment professional with extensive experience in multiple facets of private markets investing. From 1978 to 2011, Ms. Zoler was with TIAA-CREF. She began her career at TIAA-CREF as in-house counsel responsible for financing documentation and structuring of private financings. Beginning in 1998, Ms. Zoler was Director of Alternative Investments in which capacity she originated, underwrote and recommended over 50 domestic and foreign fund LP commitments totaling $2.8 billion across all private equity strategies – buyout, venture, energy and financial services. From 1999 through 2009, Ms. Zoler built TIAA’s distressed portfolio from 6 commitments totaling $155 million to 38 commitments totaling $1.8 billion. Ms. Zoler also has served on a number of LP Advisory Committees and been a speaker at many industry conferences. She received her B.A. from STATE UNIVERSITY of NEW YORK at BUFFALO and her J.D. degree from NORTHWESTERN UNIVERSITY SCHOOL of LAW.
Phone: (917) 705-0545