Fields of Experience: Finance

Margaret (McKegney) Copete

I am focused on enhancing firmwide recruiting processes for new colleagues and the professional development of existing team members.

Prior to joining American Securities, I was an interim HR Generalist and Director of Recruitment & Development at Centerbridge Partners, where I was responsible for leading recruitment and development initiatives across the firm, including driving on-cycle Associate recruiting, annual performance reviews, career development, and training programs. Previously, I was Global Head of Junior Talent and HR Business Partner at Barclays, where I led global programs to attract, develop, and promote new hires for the firm’s revenue-generating businesses. I held prior senior human resources roles with Strategy& (formerly Booz & Company) and Goldman Sachs.

I was also a journalist right after graduating from Cornell.

Judith Barth (Judy)

4-H Agent
Assitant to the Director
Director of Human Resources
Director of Operations (Human Resources & Fiscal Operations)

Holly isdale

I worked as a paralegal for a year on graduation, went to law school and was a corporate tax lawyer before moving to Wall Street early in my career. I worked at several large institutions (JPM, Goldman, Lehman) building global platforms and sr leadership roles in asset management divisions. Started a consulting business in 2010 focusing on family business and family offices. Teach in exec Ed at Johnson school (smith family business initiative) and Wharton. Currently running a single family office in NYC and consulting on side as permitted.

Kathleen Biondolillo Valliere

Retired from Amica Insurance after nearly 20 years as Supervising Sales Representative in the NE Region.
Stay at home mother of 2 for many years.
Buyer at major regional department store.

Emily Roehr

Emily Roehr is the Manager of Finance at Lindsay Goldberg LLC, a private equity firm focused on leveraged buyout and growth capital investments in middle-market companies in industries such as industrials, servicing, healthcare, and consumer products. Ms. Roehr joined the firm in December 2020 and has focused on rethinking and improving traditional workflows and methods with advanced modeling, standardization, and automation. As part of the Finance and Operations departments, she routinely creates master financial datasets, models, management reports and presentations for Firm senior management to assist with strategic decision making and planning. She worked as the project lead for implementation of a new portfolio monitoring database system to improve quarterly reporting and evaluation of the Fund’s portfolio companies which was launched in September 2021 and is now going through beta testing of the monthly data collection processes. She is also responsible for overseeing all returns calculations and maintenance of asset, fund, and Firm level track record databases and is part of the oversight team for the quarterly valuations process of the Firm’s portfolio companies.

Prior to joining Lindsay Goldberg, Ms. Roehr spent four years working as a Financial Analyst for Mesa West Capital LLC, a private commercial real estate portfolio lender that was acquired by Morgan Stanley in March 2018. At Mesa West, she primarily focused on decision support analytics through financial modeling and quantitative analysis.

Ms. Roehr graduated from Cornell University in 2016 with a B.S. in Operations Research and Information Engineering and The Dyson Business Minor for Engineers. She has previously sat on the Board of the Cornell Club of Los Angeles and is currently the Young Alumni Representative to the CAAAN Advisory Committee (C’AC) that works alongside the Undergraduate Admissions Office to help develop CAAAN policies and procedures, advise on communications, training ,and organization, and provide hands-on volunteer skill to advance CAAAN objectives. She is also currently serving as the Co-chair of the NY-27 CAAAN Committee.

Patricia Gorman Canute

10 years – Director of Financial Aid, various postsecondary institutions. 14 years @ Sallie Mae. 14 years Federal contracts Program Manager (technology & operations) at EDS and GDIT.

Maryann Symanowicz

I am a Treasury analyst in Corporate Finance at Citizens Bank, based out of Boston, MA and Providence, RI. We manage the bank’s balance sheet, analyze our profitability and determine longer term balance sheet strategies. I pivoted to financial services and banking after spending the beginning of my career as a process engineer and management consultant and receiving my MBA and MSF from Boston College.

Eileen McPeake

I work now as a Certified Financial Planner (“CFP”) helping people figure out how to save for college, retirement, etc. I also manage some of my clients’ investment portfolios. I have my own practice but used to work for someone else’s firm. Previously I’ve worked as an investment banker, a management consultant with McKinsey and institutional equity salesperson for a European bank.