Our management team is comprised of industry veterans who
have successfully built large research, sales and trading
organizations at some of the world’s leading financial
institutions.
Terry Gardner – President
Bob
Stellato – Founder, Vice Chairman and Senior Executive
Vice President
Jennifer Fleissner – Chief Financial Officer
Mary
Owen – Chief Compliance Officer
Hoon Won – Head of Strategic Planning and Business Development
Terry Gardner
President. Prior to joining Soleil, Terry was the Founder and President of S-2 Research, Inc. and Gardner Capital Advisors, Inc. which perform primary research, advisory and consulting services for institutional and corporate clients. Prior to the formation of these firms in 2005, Terry served as the Chief Information Officer and Chief Operating Officer for Deutsche Bank’s Global Equities Research Division. Terry began his research management career in 2000 when he was appointed Associate Director of North American Equity Research at Deutsche Bank, a position he held for four years. Prior to being named Associate Director of Research, Terry was an Equity Research Analyst covering the Transportation sector at Deutsche Bank. Terry began his wall street career in 1993 at Alex.Brown and Sons as an Associate Research Analyst covering transportation and logistics companies. From 1988 to 1993, he served as an officer in the United States Marine Corps and participated in combat actions in Desert Shield, Desert Storm, and in Somalia. Terry is a graduate of St. Lawrence University with a B.A. in Economics.
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Bob Stellato
Founder, Vice Chairman and Senior Executive Vice President.
Bob spent 26 years at Goldman Sachs where he served as a
managing director and built what is widely recognized as
the industry’s best Nasdaq institutional sales business.
Most recently, he was senior vice president and head of
global institutional sales for Knight Securities. Bob graduated
from Mount St. Mary’s College in Emmitsburg, Maryland,
and obtained his graduate degree from Long Island University.
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Jennifer Fleissner
Chief Financial Officer. Jen has worked in the securities industry for 12 years in a financial capacity. After starting her career in the financial markets group at Arthur Andersen, Jennifer worked at publicly traded SoundView Technology Group as the corporate controller and, most recently, as the chief financial officer. Jen received her BA in accounting from the University of Richmond.
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Mary Owen
Chief Compliance Officer. Mary has been a compliance officer
since 1978, originally at Goldman Sachs. Most recently,
she was the Director of Compliance at Deutsche Bank Americas
and recently completed her tenure as the Chair of the Securities
Industry & Regulatory Council on Continuing Education.
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Hoon Won
Head of Strategic Planning and Business Development. Hoon has over 20 years of experience in the capital markets, with experience in each of portolio management, risk management, and trading. Most recently Hoon was a Managing Partner at Gyre Capital Management responsible for the design and management of directly managed investment products. He has a BS and an MS from M.I.T.
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