EXECUTIVE TEAMRick Fink
CEO, Managing Director and Co-Founder Adam Lezack
Managing Director and Co-Founder Ryan Simkin
Managing Director and Co-Founder
Associate Director, M&A Data and Analytics Kayla Berkman
Director, M&A Tori Geft
Senior Director, M&A Melissa Mackin
Senior Director, Systems and Infrastructure Erin Moran
Associate, M&A Accounting & Reporting Jessica Mueller
Associate Director, M&A Kim Ocampo
Senior Director, M&A Accounting Jacqueline Shawhan
Director, M&A Operations & Compliance Ben Yu
Associate, M&A Accounting & Reporting
Ben is a member of the Fortis Operations & Compliance Group. Ben oversees shareholder data and reporting in connection with pre and post-closing distributions. Ben also assists with post-closing operational matters related to client service and support.
Prior to joining Fortis, Ben was a project accountant at SAIC. Before SAIC, Ben worked as a Systems Analyst at Infotech Systems Management.
Ben received a Master’s in Accounting from National University, and a Bachelor’s Degree in Integrative Biology from University of California, Berkeley.