Capitol Peak is managed by a team of seasoned executives with extensive background in financial services, government, investing, corporate advisory, investment banking, and strategic communications:
|Name/Title||Professional Background||Educational Background|
|Leo M. Tilman |
|BlackRock, Bear Stearns, |
Tilman & Company
|BA and MA, Columbia U. |
Exec. Ed, KSG, Harvard U.
|Alfred J. Puchala, Jr. |
Chief Executive Officer
|Moelis & Company, Signal Equity Partners, Lazard Fréres, Morgan Stanley||JD, Georgetown U. |
MA, NYU; BA, Yale U.
|Matthew Davis |
|Morgan Stanley, Moelis & Company, GE Energy, and the U.S. Navy||MBA, NYU Stern |
BS, Rensselaer Polytechnic Inst.
|RuthAnne Dreisbach |
|Dreisbach Group, Credit Suisse, Goldman Sachs, Reuters||BA, Rutgers College |
AAS, School of Visual Arts
|Max Holtzman |
|Senior Advisor to Secretary of USDA, Public & Private Legal and Consulting||JD, U. of Miami; BS, U. of Florida |
Institute of Food and Ag. Sciences
|Gen. Charles H. Jacoby, Jr. |
Senior Vice Chairman
|Four-Star General, US Army; Commander of NORAD and USNORTHCOM; Head of Strategy at |
the Joint Chiefs; U.N. Military Rep.
|BS, U.S. Military Academy – West |
Point; MA, U. of Michigan
MS, School of Advanced Military
Studies; MA, National War College
|Beverly Karns |
|Northern Trust, AllianceBernstein, DLJ, Credit Suisse, SG Warburg||MBA, NYU Stern |
BS, Iowa State U.
|Kimberly Lake |
|The CT Fund for the Environment, Winthrop, Stimson, Putnam & Roberts||JD, Georgetown U. |
BA, Wellesley College
|William F. Wechsler, CFA |
|U.S. Treasury, U.S. Dept. of Defense, Greenwich||MPA, Columbia U. |
BA, Cornell U.
Senior Team Bios
William F. Wechsler, CFA – Vice Chairman
Mr. Wechsler brings over twenty years of relevant industry experience to his role as Vice Chairman of Capitol Peak, having previously served in senior leadership positions in both the private and public sectors.
Mr. Wechsler was previously a Managing Director of Greenwich Associates, a management consultancy specializing in the financial services industry, where he led the firm’s asset management practice. In that role he led the firm’s engagements with over a dozen of the world’s largest asset managers and institutional investors in Europe, Asia and the U.S., while also overseeing global market research and internal operations then representing over one quarter of the firm’s total revenue.
Over the years Mr. Wechsler has also served in multiple government positions, including as Special Advisor to the Secretary of the Treasury, as Director at the National Security Council and, most recently, as Deputy Assistant Secretary of Defense for Special Operations and Combatting Terrorism. At the Pentagon he directly managed a budget of $1.6 billion and helped provide civilian oversight of a command with a budget of approximately $11 billion, while advising the Secretary on sensitive operations in the Middle East, Africa, Asia and elsewhere.
Mr. Wechsler is a graduate of Cornell University and Columbia University’s School of International and Public Affairs. He has contributed chapters to two edited volumes and has been published in the Financial Times, Pensions & Investments, the New York Times, the Los Angeles Times, Foreign Affairs and The National Interest. He is a member of the Council on Foreign Relations and the CFA Institute.