TRUSTED PARTNERS

Taking the Long View


We are passionate investors, propelled by our collective pursuit of excellence. Our culture centers on integrity, teamwork and open dialogue. Our strength comes from unifying diverse perspectives into strong convictions designed to deliver exceptional results.

Founded in 2011 and entrusted with $6.4 billion in assets, Seven Bridges is an independent, full-service investment office. For individuals, families and institutions, we deliver the in-depth diligence and strong investment returns that top endowments demand combined with the tailored portfolios and attentive service that family offices expect.

OUR TEAM

Powered by Collaborative Thinking


We are committed to delivering exceptional results and service for the long term. Our team is comprised of leading investors with extensive market acumen. Their unique skillset was honed investing for endowments, top-tier banks, successful investment managers and family offices. Seven Bridges’ business, operations and technology teams ensure our infrastructure supports our ability to execute long-term, multi-asset class investment portfolios for our clients, while providing them with full transparency.

  • Partners
  • Investments
  • Business Development
  • Client Services
  • Finance & Operations
  • All
  • Laurence W. Cohen

    Founder, Partner, CEO

  • Ram Lee

    Partner, President, CIO

  • Kunj Majmudar

    Partner, Head Of Private Equity

  • Kevin Barcelona

    Partner, COO, CFO, CCO

Laurence W. Cohen

Founder, Partner, CEO

Larry founded Seven Bridges in 2011. Prior to founding Seven Bridges, Larry was Managing Partner at Ehrenkranz & Ehrenkranz, a multi-family investment office where he worked for 21 years. Larry had a legal career for nine years prior to that, working as a tax lawyer at Milbank, Tweed, Hadley & McCloy and Shaw, Pittman, Potts & Trowbridge, and clerking for the Honorable John Garrett Penn, United States District Court for the District of Columbia.

Larry has been on the Brown University Investment Committee for 20 years, serving as Chairman from 2009-2015 and Vice Chairman from 2015-2019. During his tenure as Chairman of the Investment Committee, Larry also was a Trustee of the Brown University Corporation and served on its Executive Committee. He has served as Chairman of the Investment Committees of the American Jewish Committee, the Jewish Communal Fund and Health Leads USA.

Currently, Larry serves as a member of the Boards of Trustees of Blythedale Children’s Hospital (previously Board Chair); Health Care Without Harm and Project Greenhealth; and The Health Initiative. He is also a member of Brown University’s Advisory Council on Economics.

Former boards include: Health Leads USA, The Jewish Communal Fund (Board President), The Harlem Day Charter School, VH1 Save the Music Foundation (Founding Board Member), The Rainforest Foundation and The American Jewish Committee. Larry was honored by the Academy of Television Arts & Sciences Primetime Emmy Awards for his contributions to VH1 Save the Music.

Larry has an Sc.B. with Honors in Applied Mathematics from Brown University and a J.D. from Harvard Law School.

Ram Lee

Partner, President, CIO

Ram joined Seven Bridges in 2013 to help lead the firm and investment team.  Prior to Seven Bridges, he served as Managing Director at the Howard Hughes Medical Institute endowment. In his role at HHMI, Ram invested its $15+ billion endowment across all asset categories: equities, credit, hedge fund strategies, real estate and private equity funds, including an extensive co-investment program.  In addition to sourcing and vetting managers, Ram was the Portfolio Manager for internal macro tail risk strategies and an internal long-only equity strategy. He initiated, traded, and managed positions in equities, currencies, credit default swaps and other credit-related securities. Ram also served as the macro strategist for the HHMI Investment Committee.

Previously, Ram was Director of Investments at the University of Pennsylvania Investment Office. In 2004, he was tapped to join the UPenn CIO to manage the HHMI endowment. Prior to business school, Ram worked for non-profits and NGOs with field work in Cambodia, Vietnam, the Philippines, and Peru.

Ram earned a B.A. in the Honors Program at Swarthmore College and an M.B.A. in Finance from Yale University.  He has served on the Investment Committee for the NFL Players Association since 2012.

Kunj Majmudar

Partner, Head Of Private Equity

Kunj joined Seven Bridges at its inception in 2011 to help build out the firm’s investment research process. Prior to Seven Bridges, he co-founded Quantopian, a cloud-based software tool for quantitative analysts to develop, test, and use trading algorithms.  Prior to Quantopian, Kunj was a co-Portfolio Manager at Harvard Management Company, where he directly invested across equities, credit, derivatives, commodities and swaps.

Previously, Kunj was an analyst at Harvard Management Company where his team spun out to form Sowood, a $3.5B multi-strategy hedge fund. While a Credit Analyst at Sowood, he underwrote investments across the capital structure in credit, equity and derivative investments.  Kunj began his career at 033 Asset Management, a long-short equity hedge fund based in Boston.

Kunj earned a B.S. with honors in Mechanical Engineering and Materials Sciences from Harvard University, where he was an NCAA All-American doubles champion. Prior to his career in finance, Kunj played on the Men’s Professional Tennis ATP Tour from 1999-2000.

Kunj currently serves on the Board of Directors of New York Junior Tennis and Learning, the largest grassroots tennis and education nonprofit in the U.S., serving 85,000 kids in all five boroughs annually.

Kevin Barcelona

Partner, COO, CFO, CCO

Kevin joined Seven Bridges in May 2012 as Chief Financial Officer to help build and develop a best in class infrastructure to service the firm and its clients. Kevin was promoted to Chief Operating Officer in January 2014. He also serves as the firm’s Chief Compliance Officer. Prior to Seven Bridges, he was a Partner and the Chief Financial Officer for Sterling Stamos Capital, where he worked from 2004 until 2012. While at Sterling Stamos, Kevin helped build an organization that grew AUM from $400m to $8B. Previously, Kevin was a Partner at Rothstein Kass & Company, where he responsible for growing and servicing the fund administration business.  Kevin started his career at Dreyfus Corporation where he worked in mutual fund operations.

Kevin holds a B.B.A. in Accounting from Hofstra University and an M.S. in Taxation from Seton Hall University.

  • Kunj Majmudar

    Partner, Head Of Private Equity

  • Meredith Bowen

    Managing Director

  • Kate Ottino

    Managing Director

  • Chris Blum

    Director

  • Linda Huynh

    Director

  • Jingjing Song

    Senior Analyst

  • Jeff Tanenbaum

    Analyst

  • Fan Zhang

    Quantitative Analyst

Kunj Majmudar

Partner, Head Of Private Equity

Kunj joined Seven Bridges at its inception in 2011 to help build out the firm’s investment research process. Prior to Seven Bridges, he co-founded Quantopian, a cloud-based software tool for quantitative analysts to develop, test, and use trading algorithms.  Prior to Quantopian, Kunj was a co-Portfolio Manager at Harvard Management Company, where he directly invested across equities, credit, derivatives, commodities and swaps.

Previously, Kunj was an analyst at Harvard Management Company where his team spun out to form Sowood, a $3.5B multi-strategy hedge fund. While a Credit Analyst at Sowood, he underwrote investments across the capital structure in credit, equity and derivative investments.  Kunj began his career at 033 Asset Management, a long-short equity hedge fund based in Boston.

Kunj earned a B.S. with honors in Mechanical Engineering and Materials Sciences from Harvard University, where he was an NCAA All-American doubles champion. Prior to his career in finance, Kunj played on the Men’s Professional Tennis ATP Tour from 1999-2000.

Kunj currently serves on the Board of Directors of New York Junior Tennis and Learning, the largest grassroots tennis and education nonprofit in the U.S., serving 85,000 kids in all five boroughs annually.

Meredith Bowen

Managing Director

Meredith joined Seven Bridges at its inception in 2011 as Managing Director on the investment team.  At Seven Bridges, she manages client investment portfolios, analyzes investments, and has been instrumental in building best-in-class technology solutions. Previously, Meredith was the Co-Head of the Managed Account Platform at the Man Group. In this role, she helped define the business strategy for the North American platform and focused on risk management and onboarding of new clients and investment managers.

Meredith began her career in technology consulting.  Prior to the Man Group, she led the consulting practice for Kurtosys, a London-based technology company that delivered client performance and analytics to hedge funds and large brokerage houses.  Before Kurtosys, Meredith was a consultant for Accenture focusing primarily on investment banking and asset management clients.  After college, she was a consultant at Investran, a leading private equity accounting technology firm.

Meredith was the recipient of the 2007 Women’s Bond Club Rising Star of New York award which is given to women with 5-8 years of industry experience who demonstrated leadership qualities and were expected to be future industry leaders.

She holds a B.A. in Psychology from Brown University.

Kate Ottino

Managing Director

Kate joined Seven Bridges as a member of the investment team at its inception in 2011. Prior to Seven Bridges, Kate was a Vice President at Goldman Sachs, where she worked on the convertible bond trading desk covering macro, distressed, convertible arbitrage, and multi-strategy hedge funds as well as large institutional money managers. Before Goldman Sachs, Kate was an Associate at JP Morgan on the convertible bonds desk, where she built relationships and facilitated trades in convertible bonds, credit, macro, and equity and equity derivative strategies.

Kate earned a B.S. from Georgetown University, where she graduated summa cum laude with double majors in Finance and International Business and a minor in Economics. She was inducted into the Beta Gamma Sigma honor society and was the recipient of the Financial Executives International Scholarship for achievement in finance.

Chris Blum

Director

Chris joined Seven Bridges in 2016 and is a Director on the investment team.  Chris came to Seven Bridges after being an analyst at several large and prominent hedge fund groups, with his focus on the TMT and consumer sectors. Prior to Seven Bridges, he was an investment analyst at Contour Asset Management, a $1.5bn technology-focused long/short equity hedge fund. In his role at Contour, Chris was responsible for investment research in the software, video game and retail sectors. Prior to his position at Contour, he worked as an analyst at Surveyor Capital, a division of the global multi-strategy hedge fund Citadel LLC. At Surveyor, Chris was an analyst for a consumer hedge fund portfolio manager.  His first hedge fund analyst role was at 3G Capital, a prominent Brazilian American investment firm. Chris began his career in investment banking: at Lazard Freres focused primarily on M&A in the consumer sector, and before that in the telecom M&A group at UBS.

Chris earned a B.A. in History from Yale University.

Linda Huynh

Director

Linda joined Seven Bridges in 2016 and is a Director on the investment team. Prior to joining Seven Bridges, Linda was a Portfolio Manager in the Global Fund at Visium Asset Management where she ran a market neutral materials and industrials portfolio. Previously, Linda was a Senior Analyst at Dialectic Capital Management, a long/short and net short orientated hedge fund, where she was responsible for consumer, industrials, and materials investments. Linda started her career at Goldman Sachs & Co as an Analyst in The Private Equity Group.

Linda earned a B.S. with honors in Economics from The Wharton School at the University of Pennsylvania.

Jingjing Song

Senior Analyst

Jingjing joined Seven Bridges as an investment team member in 2013. Prior to Seven Bridges, she was an investment analyst at the Columbia Investment Management Company, which manages the endowment for Columbia University. At Columbia, Jingjing was part of an integral team that was responsible for sourcing and evaluating external managers, including both private and public partnerships. She assisted with implementing investment strategies by leading research work to explore under-researched and/or niche strategies.

Jingjing holds a B.Sc. in Mathematics with First Class Honors from the Hong Kong University of Science and Technology and an M.A. in Statistics from Yale University.

Jeff Tanenbaum

Analyst

Jeff joined Seven Bridges in 2014 as a member of the Investment and Business Development teams. Prior to joining Seven Bridges, he was part of the Citi Private Bank Analyst Program.  As a member of the Alternative Investments Group at Citi, Jeff focused on delivering private equity, real estate, and hedge fund investments to clients, as well as educating internal sales staff across the country. In addition, Jeff was an analyst on the Investment Counselor team where he created custom asset allocations for clients and communicated performance attribution.

Jeff holds a B.A. in Economics from Wesleyan University and has earned the Chartered Financial Analyst designation.

Fan Zhang

Quantitative Analyst

Fan joined Seven Bridges in 2016 to lead quantitative research and data analytics for the investment team across all markets, asset classes, and strategies. Prior to Seven Bridges, he worked at Bank of China New York as a Quantitative Risk Analyst. At Bank of China, he led the effort to enhance data analysis, portfolio management, model risk management and aggregated enterprise risk management for the bank’s $25bn credit book.

Fan earned a Ph.D. in Applied Mathematics from Stony Brook University and dual B.S. degrees in Mathematics and Computer Sciences from the University of Texas, Austin. He is also a Certified Financial Risk Manager.

  • Elise Rosenberg

    Managing Director

  • Meredith Bowen

    Managing Director

  • James Gannon

    Associate

Elise Rosenberg

Managing Director

Elise Rosenberg joined Seven Bridges in 2020 as Head of Business Development. Previously, Elise was a Director of Capital Solutions at Barclays covering institutional investors for alternative investments across strategies. Prior to Barclays, she was Head of Account Management for Markit where she built the team to focus on top North American buyside and sellside relationships. Before that, Elise was Senior Managing Director of Structured Equity Products at Bear, Stearns & Co. specializing in customized solutions and derivatives for hedge funds and institutional investors, joining J.P. Morgan with the merger in 2008. She started her career at Lord, Abbett & Co. as a product specialist and in marketing.

Elise has a B.S. in Applied Economics and Business Management from Cornell University. She earned her MBA in Finance and was a Dean’s Scholar at New York University’s Stern School of Business.

Elise is a former member of the Cornell University Board of Trustees and its Investment Committee. Elise serves on the Reading Partners New York Advisory Board and the Advisory Council for Cornell University’s Dyson School.

Meredith Bowen

Managing Director

Meredith joined Seven Bridges at its inception in 2011 as Managing Director on the investment team.  At Seven Bridges, she manages client investment portfolios, analyzes investments, and has been instrumental in building best-in-class technology solutions. Previously, Meredith was the Co-Head of the Managed Account Platform at the Man Group. In this role, she helped define the business strategy for the North American platform and focused on risk management and onboarding of new clients and investment managers.

Meredith began her career in technology consulting.  Prior to the Man Group, she led the consulting practice for Kurtosys, a London-based technology company that delivered client performance and analytics to hedge funds and large brokerage houses.  Before Kurtosys, Meredith was a consultant for Accenture focusing primarily on investment banking and asset management clients.  After college, she was a consultant at Investran, a leading private equity accounting technology firm.

Meredith was the recipient of the 2007 Women’s Bond Club Rising Star of New York award which is given to women with 5-8 years of industry experience who demonstrated leadership qualities and were expected to be future industry leaders.

She holds a B.A. in Psychology from Brown University.

James Gannon

Associate

James joined the Seven Bridges client services team in 2019.  Previously, James was Client Services Manager at Quest Capital Management, where he managed a team of client-dedicated employees and interns and built out systems to improve the completion and quality of all client service tasks.

James earned a B.S. in Business Management with a specialization in Finance at Stony Brook University.

  • Carrie Segal

    Director

  • Lisa Hecht

    Director

  • Alexandra Mahasky

    Client Services Associate

  • Rachel Crowley

    Executive Assistant / Office Manager

Carrie Segal

Director

Carrie joined Seven Bridges at its inception in August 2011 as Director of Client Services to provide and develop best practices for servicing clients.  Prior to Seven Bridges, she was Director of Client Services at Ehrenkranz & Ehrenkranz where she worked with Larry Cohen from 2008 until 2011 when he founded Seven Bridges.  Previously, Carrie was Vice President of Business Development for Citi Hedge Fund Services responsible for growing the hedge fund administration business.  Before that, she was a Relationship Manager at Robeco Investment Management (formerly Weiss, Peck & Greer) managing relationships with third party advisors and high net worth individuals from 2000 to 2005. Carrie started her career at Scudder Kemper in San Francisco in portfolio administration.

Carrie holds a B.S. in Marketing from the University of Arizona and an M.B.A from the Zicklin School at Baruch College.

Lisa Hecht

Director

Lisa joined Seven Bridges in 2011 and is Director of Client Services, providing and developing best practices for servicing clients. Prior to Seven Bridges, she served as a Director of Client Services and Marketing for Wyper Capital, a long only equity manager, to manage relationships with prospective and existing investors. Prior to Wyper Capital, Lisa was a Director at XT Capital Partners, a specialist third-party marketing firm for asset managers. Before that, Lisa served as the Manager of Client Service for GoldenTree Asset Management and The Beacon Group (which merged with JPMorgan Partners). Lisa started her career as an Auditor at Arthur Andersen in the Middle Market Advisory audit practice.

Lisa holds a B.S. in Accountancy from Rutgers College.

Alexandra Mahasky

Client Services Associate

Alexandra joined the Seven Bridges Client Services team in 2021. Before Seven Bridges, she was an Operations Specialist within Corporate and Institutional Banking at PNC Bank after completing an Operations Development Program.

Ali earned a B.S. in Operations Management with a minor in Management Information Systems from the University of Delaware. She is currently pursuing her MBA, with a specialization in Finance, at the University of Massachusetts Amherst.

Rachel Crowley

Executive Assistant / Office Manager

Rachel joined Seven Bridges in February 2020 as the Executive Assistant to Laurence Cohen and Ram Lee as well as Office Manager to help coordinate daily operations. Prior to Seven Bridges, she was the Facilities Assistant Manager at Strategic Financial Solutions, eventually being promoted to Director of First Impressions/Executive Assistant for the C-Level Executives at the financial firm.

Prior to her 5 years at Strategic, Rachel worked in various industries as an assistant and office manager streamlining company processes as well as utilizing and implementing her organizational skills into company practice. She started her career in sales in the fashion industry.

Rachel has a B.A. in Communications from William Paterson University.

  • Kevin Barcelona

    Partner, COO, CFO, CCO

  • Scott Coughlin

    Chief Technology Officer

  • Kayleigh Tobias

    Director of Fund Operations

  • Joe Jablonski

    Director of Compliance

  • Paul DeTorres

    Senior System Developer

  • Ramon Mizrachi

    Senior System Developer

  • John Wong

    Senior Accountant

  • Chris Brown

    Portfolio Accountant

  • Sam Fisher

    Portfolio Accountant

  • Nick Faranda

    Portfolio Accountant

Kevin Barcelona

Partner, COO, CFO, CCO

Kevin joined Seven Bridges in May 2012 as Chief Financial Officer to help build and develop a best in class infrastructure to service the firm and its clients. Kevin was promoted to Chief Operating Officer in January 2014. He also serves as the firm’s Chief Compliance Officer. Prior to Seven Bridges, he was a Partner and the Chief Financial Officer for Sterling Stamos Capital, where he worked from 2004 until 2012. While at Sterling Stamos, Kevin helped build an organization that grew AUM from $400m to $8B. Previously, Kevin was a Partner at Rothstein Kass & Company, where he responsible for growing and servicing the fund administration business.  Kevin started his career at Dreyfus Corporation where he worked in mutual fund operations.

Kevin holds a B.B.A. in Accounting from Hofstra University and an M.S. in Taxation from Seton Hall University.

Scott Coughlin

Chief Technology Officer

Scott Coughlin is the Chief Technology Officer at Seven Bridges and joined the firm in 2013. Previously, Scott was the Founder and Owner of Streamline Software Inc., a consultancy firm that assisted clients in the alternative asset management space.  Prior to Streamline Software, he was the Chief Technology Officer at Infonic AG, based in Switzerland, where he built a global team for Infonic’s asset management platform.  Before Infonic, Scott was Chief Operating Officer and Chief Technology Officer at Centaura Solutions Inc. where his team built an enterprise Fund-of-Funds software solution.

Scott has a Bachelor of Engineering and M.S. in Electrical Engineering from Stony Brook University. He also holds an M.B.A. in Finance from Fordham University.

Scott is currently a member of the Board of Trustees of Blythedale Children’s Hospital.

Kayleigh Tobias

Director of Fund Operations

Kayleigh joined Seven Bridges in 2013 and is currently the Director of Fund Operations. She is responsible for the oversight of the accounting and operations of the Seven Bridges comingled vehicles, including monthly financial reporting and facilitating investment activity. In addition to her accounting and financial oversight, Kayleigh is the point person for annual audit and tax reporting for the Seven Bridges funds.

Prior to joining Seven Bridges, Kayleigh worked in the Financial Services division of Anchin Block and Anchin LLP from 2008-2012 gaining experience in audit, as well as tax preparation and reporting for various hedge fund and fund of funds clients.

Kayleigh graduated from Iona College with a B.B.A. in Accounting, where she was a member of the Division I Women’s Volleyball team.

Joe Jablonski

Director of Compliance

Joe joined Seven Bridges in 2013 and currently is the Director of Compliance. In addition to Compliance, he is responsible for the oversight of the Client Reporting team and certain management company functions. Prior to Seven Bridges, Joe was an analyst at PRINCO helping to manage the investments for the Princeton University Endowment. Specifically, Joe was responsible for leading the operational due diligence for investments and helping to oversee the daily cash flows for the $25+ billion dollar endowment.

Previously, Joe was part of the prime brokerage division at Goldman Sachs administering external hedge funds and conducting daily profit/loss, cash reconciliation and monthly NAV calculations. Joe started his career at Ernst and Young in audit focusing on general controls and business process improvements for financial services companies.

Joe received a B.S. in Accounting and a B.B.A in Management Information Systems from Villanova University. Joe is currently a Certified Public Accountant in New York and Pennsylvania.

Paul DeTorres

Senior System Developer

Paul DeTorres is a Senior System Developer at Seven Bridges and joined in 2014. Prior to joining Seven Bridges, Paul was Senior Software Developer supporting Front Office and Compliance Technology at Point72 Advisors. Point72 was formerly SAC Capital Advisors, where Paul worked for four years and was part of the transition into Point72. At SAC, Paul was the lead developer and point of contact for the proprietary Personal Trading and Compliance Activity Reminder systems.

Paul has a B.S. in Computer Science with a minor in Math from Manhattan College.

Ramon Mizrachi

Senior System Developer

Ramon joined Seven Bridges in 2021 and is currently a Senior System Developer in the Operations Team. Prior to joining Seven Bridges, Ramon worked at Aperio CI as a Solutions Architect, designing, developing and implementing highly available real-time pricing analytics applications.

Ramon has a B.E. and a M.S in Electrical Engineering from Stony Brook University. He is also an AWS Certified Solutions Architect and AWS Certified Developer.

John Wong

Senior Accountant

John joined Seven Bridges in 2016 in a hybrid capacity working on both client reporting and fund accounting. Prior to joining Seven Bridges, John was an auditor at Deloitte & Touche LLP in the financial services industry practice for fund of fund, real estate, and credit fund clients.

John graduated magna cum laude from The University of Alabama at Birmingham where he earned his B.S. in Accounting and Finance with a minor in Chinese.

Chris Brown

Portfolio Accountant

Chris joined Seven Bridges in 2016 to support the finance and operations team.  Before Seven Bridges, he was a Supervisor of Alternative Investment Funds at SEI Investments. At SEI, Chris oversaw an alternative operations team that performed fund administration duties for a $25 billion hedge fund.

Chris has been a Chartered Alternative Investment Analyst since 2015.  He holds a B.S. in Finance with a minor in Chinese from Bloomsburg University.

Sam Fisher

Portfolio Accountant

Sam joined Seven Bridges in 2018 to help implement technology initiatives that support efficient operations for the firm and is part of the Client Reporting team. Prior to Seven Bridges, Sam was an Associate on the Portfolio Administration team at JP Morgan Chase for three years.

Sam has a B.S. in Accounting from Pennsylvania State University. He has served on the Young Citizens Committee for NYC since 2019.

 

Nick Faranda

Portfolio Accountant

Nick joined Seven Bridges in 2021 to support the finance and operations team. After graduating college in May 2020, Nick worked as a loan operations analyst at The Money Source.

Nick earned a B.S. in Business Administration with a Concentration in Finance as well as a Paralegal Certificate from Marist College.

  • Laurence W. Cohen

    Founder, Partner, CEO

  • Ram Lee

    Partner, President, CIO

  • Kunj Majmudar

    Partner, Head Of Private Equity

  • Kevin Barcelona

    Partner, COO, CFO, CCO

  • Scott Coughlin

    Chief Technology Officer

  • Elise Rosenberg

    Managing Director

  • Meredith Bowen

    Managing Director

  • Kate Ottino

    Managing Director

  • Carrie Segal

    Director

  • Lisa Hecht

    Director

  • Chris Blum

    Director

  • Linda Huynh

    Director

  • Jingjing Song

    Senior Analyst

  • Jeff Tanenbaum

    Analyst

  • Kayleigh Tobias

    Director of Fund Operations

  • Joe Jablonski

    Director of Compliance

  • Paul DeTorres

    Senior System Developer

  • Ramon Mizrachi

    Senior System Developer

  • Fan Zhang

    Quantitative Analyst

  • James Gannon

    Associate

  • John Wong

    Senior Accountant

  • Chris Brown

    Portfolio Accountant

  • Sam Fisher

    Portfolio Accountant

  • Nick Faranda

    Portfolio Accountant

  • Alexandra Mahasky

    Client Services Associate

  • Rachel Crowley

    Executive Assistant / Office Manager

Laurence W. Cohen

Founder, Partner, CEO

Larry founded Seven Bridges in 2011. Prior to founding Seven Bridges, Larry was Managing Partner at Ehrenkranz & Ehrenkranz, a multi-family investment office where he worked for 21 years. Larry had a legal career for nine years prior to that, working as a tax lawyer at Milbank, Tweed, Hadley & McCloy and Shaw, Pittman, Potts & Trowbridge, and clerking for the Honorable John Garrett Penn, United States District Court for the District of Columbia.

Larry has been on the Brown University Investment Committee for 20 years, serving as Chairman from 2009-2015 and Vice Chairman from 2015-2019. During his tenure as Chairman of the Investment Committee, Larry also was a Trustee of the Brown University Corporation and served on its Executive Committee. He has served as Chairman of the Investment Committees of the American Jewish Committee, the Jewish Communal Fund and Health Leads USA.

Currently, Larry serves as a member of the Boards of Trustees of Blythedale Children’s Hospital (previously Board Chair); Health Care Without Harm and Project Greenhealth; and The Health Initiative. He is also a member of Brown University’s Advisory Council on Economics.

Former boards include: Health Leads USA, The Jewish Communal Fund (Board President), The Harlem Day Charter School, VH1 Save the Music Foundation (Founding Board Member), The Rainforest Foundation and The American Jewish Committee. Larry was honored by the Academy of Television Arts & Sciences Primetime Emmy Awards for his contributions to VH1 Save the Music.

Larry has an Sc.B. with Honors in Applied Mathematics from Brown University and a J.D. from Harvard Law School.

Ram Lee

Partner, President, CIO

Ram joined Seven Bridges in 2013 to help lead the firm and investment team.  Prior to Seven Bridges, he served as Managing Director at the Howard Hughes Medical Institute endowment. In his role at HHMI, Ram invested its $15+ billion endowment across all asset categories: equities, credit, hedge fund strategies, real estate and private equity funds, including an extensive co-investment program.  In addition to sourcing and vetting managers, Ram was the Portfolio Manager for internal macro tail risk strategies and an internal long-only equity strategy. He initiated, traded, and managed positions in equities, currencies, credit default swaps and other credit-related securities. Ram also served as the macro strategist for the HHMI Investment Committee.

Previously, Ram was Director of Investments at the University of Pennsylvania Investment Office. In 2004, he was tapped to join the UPenn CIO to manage the HHMI endowment. Prior to business school, Ram worked for non-profits and NGOs with field work in Cambodia, Vietnam, the Philippines, and Peru.

Ram earned a B.A. in the Honors Program at Swarthmore College and an M.B.A. in Finance from Yale University.  He has served on the Investment Committee for the NFL Players Association since 2012.

Kunj Majmudar

Partner, Head Of Private Equity

Kunj joined Seven Bridges at its inception in 2011 to help build out the firm’s investment research process. Prior to Seven Bridges, he co-founded Quantopian, a cloud-based software tool for quantitative analysts to develop, test, and use trading algorithms.  Prior to Quantopian, Kunj was a co-Portfolio Manager at Harvard Management Company, where he directly invested across equities, credit, derivatives, commodities and swaps.

Previously, Kunj was an analyst at Harvard Management Company where his team spun out to form Sowood, a $3.5B multi-strategy hedge fund. While a Credit Analyst at Sowood, he underwrote investments across the capital structure in credit, equity and derivative investments.  Kunj began his career at 033 Asset Management, a long-short equity hedge fund based in Boston.

Kunj earned a B.S. with honors in Mechanical Engineering and Materials Sciences from Harvard University, where he was an NCAA All-American doubles champion. Prior to his career in finance, Kunj played on the Men’s Professional Tennis ATP Tour from 1999-2000.

Kunj currently serves on the Board of Directors of New York Junior Tennis and Learning, the largest grassroots tennis and education nonprofit in the U.S., serving 85,000 kids in all five boroughs annually.

Kevin Barcelona

Partner, COO, CFO, CCO

Kevin joined Seven Bridges in May 2012 as Chief Financial Officer to help build and develop a best in class infrastructure to service the firm and its clients. Kevin was promoted to Chief Operating Officer in January 2014. He also serves as the firm’s Chief Compliance Officer. Prior to Seven Bridges, he was a Partner and the Chief Financial Officer for Sterling Stamos Capital, where he worked from 2004 until 2012. While at Sterling Stamos, Kevin helped build an organization that grew AUM from $400m to $8B. Previously, Kevin was a Partner at Rothstein Kass & Company, where he responsible for growing and servicing the fund administration business.  Kevin started his career at Dreyfus Corporation where he worked in mutual fund operations.

Kevin holds a B.B.A. in Accounting from Hofstra University and an M.S. in Taxation from Seton Hall University.

Scott Coughlin

Chief Technology Officer

Scott Coughlin is the Chief Technology Officer at Seven Bridges and joined the firm in 2013. Previously, Scott was the Founder and Owner of Streamline Software Inc., a consultancy firm that assisted clients in the alternative asset management space.  Prior to Streamline Software, he was the Chief Technology Officer at Infonic AG, based in Switzerland, where he built a global team for Infonic’s asset management platform.  Before Infonic, Scott was Chief Operating Officer and Chief Technology Officer at Centaura Solutions Inc. where his team built an enterprise Fund-of-Funds software solution.

Scott has a Bachelor of Engineering and M.S. in Electrical Engineering from Stony Brook University. He also holds an M.B.A. in Finance from Fordham University.

Scott is currently a member of the Board of Trustees of Blythedale Children’s Hospital.

Elise Rosenberg

Managing Director

Elise Rosenberg joined Seven Bridges in 2020 as Head of Business Development. Previously, Elise was a Director of Capital Solutions at Barclays covering institutional investors for alternative investments across strategies. Prior to Barclays, she was Head of Account Management for Markit where she built the team to focus on top North American buyside and sellside relationships. Before that, Elise was Senior Managing Director of Structured Equity Products at Bear, Stearns & Co. specializing in customized solutions and derivatives for hedge funds and institutional investors, joining J.P. Morgan with the merger in 2008. She started her career at Lord, Abbett & Co. as a product specialist and in marketing.

Elise has a B.S. in Applied Economics and Business Management from Cornell University. She earned her MBA in Finance and was a Dean’s Scholar at New York University’s Stern School of Business.

Elise is a former member of the Cornell University Board of Trustees and its Investment Committee. Elise serves on the Reading Partners New York Advisory Board and the Advisory Council for Cornell University’s Dyson School.

Meredith Bowen

Managing Director

Meredith joined Seven Bridges at its inception in 2011 as Managing Director on the investment team.  At Seven Bridges, she manages client investment portfolios, analyzes investments, and has been instrumental in building best-in-class technology solutions. Previously, Meredith was the Co-Head of the Managed Account Platform at the Man Group. In this role, she helped define the business strategy for the North American platform and focused on risk management and onboarding of new clients and investment managers.

Meredith began her career in technology consulting.  Prior to the Man Group, she led the consulting practice for Kurtosys, a London-based technology company that delivered client performance and analytics to hedge funds and large brokerage houses.  Before Kurtosys, Meredith was a consultant for Accenture focusing primarily on investment banking and asset management clients.  After college, she was a consultant at Investran, a leading private equity accounting technology firm.

Meredith was the recipient of the 2007 Women’s Bond Club Rising Star of New York award which is given to women with 5-8 years of industry experience who demonstrated leadership qualities and were expected to be future industry leaders.

She holds a B.A. in Psychology from Brown University.

Kate Ottino

Managing Director

Kate joined Seven Bridges as a member of the investment team at its inception in 2011. Prior to Seven Bridges, Kate was a Vice President at Goldman Sachs, where she worked on the convertible bond trading desk covering macro, distressed, convertible arbitrage, and multi-strategy hedge funds as well as large institutional money managers. Before Goldman Sachs, Kate was an Associate at JP Morgan on the convertible bonds desk, where she built relationships and facilitated trades in convertible bonds, credit, macro, and equity and equity derivative strategies.

Kate earned a B.S. from Georgetown University, where she graduated summa cum laude with double majors in Finance and International Business and a minor in Economics. She was inducted into the Beta Gamma Sigma honor society and was the recipient of the Financial Executives International Scholarship for achievement in finance.

Carrie Segal

Director

Carrie joined Seven Bridges at its inception in August 2011 as Director of Client Services to provide and develop best practices for servicing clients.  Prior to Seven Bridges, she was Director of Client Services at Ehrenkranz & Ehrenkranz where she worked with Larry Cohen from 2008 until 2011 when he founded Seven Bridges.  Previously, Carrie was Vice President of Business Development for Citi Hedge Fund Services responsible for growing the hedge fund administration business.  Before that, she was a Relationship Manager at Robeco Investment Management (formerly Weiss, Peck & Greer) managing relationships with third party advisors and high net worth individuals from 2000 to 2005. Carrie started her career at Scudder Kemper in San Francisco in portfolio administration.

Carrie holds a B.S. in Marketing from the University of Arizona and an M.B.A from the Zicklin School at Baruch College.

Lisa Hecht

Director

Lisa joined Seven Bridges in 2011 and is Director of Client Services, providing and developing best practices for servicing clients. Prior to Seven Bridges, she served as a Director of Client Services and Marketing for Wyper Capital, a long only equity manager, to manage relationships with prospective and existing investors. Prior to Wyper Capital, Lisa was a Director at XT Capital Partners, a specialist third-party marketing firm for asset managers. Before that, Lisa served as the Manager of Client Service for GoldenTree Asset Management and The Beacon Group (which merged with JPMorgan Partners). Lisa started her career as an Auditor at Arthur Andersen in the Middle Market Advisory audit practice.

Lisa holds a B.S. in Accountancy from Rutgers College.

Chris Blum

Director

Chris joined Seven Bridges in 2016 and is a Director on the investment team.  Chris came to Seven Bridges after being an analyst at several large and prominent hedge fund groups, with his focus on the TMT and consumer sectors. Prior to Seven Bridges, he was an investment analyst at Contour Asset Management, a $1.5bn technology-focused long/short equity hedge fund. In his role at Contour, Chris was responsible for investment research in the software, video game and retail sectors. Prior to his position at Contour, he worked as an analyst at Surveyor Capital, a division of the global multi-strategy hedge fund Citadel LLC. At Surveyor, Chris was an analyst for a consumer hedge fund portfolio manager.  His first hedge fund analyst role was at 3G Capital, a prominent Brazilian American investment firm. Chris began his career in investment banking: at Lazard Freres focused primarily on M&A in the consumer sector, and before that in the telecom M&A group at UBS.

Chris earned a B.A. in History from Yale University.

Linda Huynh

Director

Linda joined Seven Bridges in 2016 and is a Director on the investment team. Prior to joining Seven Bridges, Linda was a Portfolio Manager in the Global Fund at Visium Asset Management where she ran a market neutral materials and industrials portfolio. Previously, Linda was a Senior Analyst at Dialectic Capital Management, a long/short and net short orientated hedge fund, where she was responsible for consumer, industrials, and materials investments. Linda started her career at Goldman Sachs & Co as an Analyst in The Private Equity Group.

Linda earned a B.S. with honors in Economics from The Wharton School at the University of Pennsylvania.

Jingjing Song

Senior Analyst

Jingjing joined Seven Bridges as an investment team member in 2013. Prior to Seven Bridges, she was an investment analyst at the Columbia Investment Management Company, which manages the endowment for Columbia University. At Columbia, Jingjing was part of an integral team that was responsible for sourcing and evaluating external managers, including both private and public partnerships. She assisted with implementing investment strategies by leading research work to explore under-researched and/or niche strategies.

Jingjing holds a B.Sc. in Mathematics with First Class Honors from the Hong Kong University of Science and Technology and an M.A. in Statistics from Yale University.

Jeff Tanenbaum

Analyst

Jeff joined Seven Bridges in 2014 as a member of the Investment and Business Development teams. Prior to joining Seven Bridges, he was part of the Citi Private Bank Analyst Program.  As a member of the Alternative Investments Group at Citi, Jeff focused on delivering private equity, real estate, and hedge fund investments to clients, as well as educating internal sales staff across the country. In addition, Jeff was an analyst on the Investment Counselor team where he created custom asset allocations for clients and communicated performance attribution.

Jeff holds a B.A. in Economics from Wesleyan University and has earned the Chartered Financial Analyst designation.

Kayleigh Tobias

Director of Fund Operations

Kayleigh joined Seven Bridges in 2013 and is currently the Director of Fund Operations. She is responsible for the oversight of the accounting and operations of the Seven Bridges comingled vehicles, including monthly financial reporting and facilitating investment activity. In addition to her accounting and financial oversight, Kayleigh is the point person for annual audit and tax reporting for the Seven Bridges funds.

Prior to joining Seven Bridges, Kayleigh worked in the Financial Services division of Anchin Block and Anchin LLP from 2008-2012 gaining experience in audit, as well as tax preparation and reporting for various hedge fund and fund of funds clients.

Kayleigh graduated from Iona College with a B.B.A. in Accounting, where she was a member of the Division I Women’s Volleyball team.

Joe Jablonski

Director of Compliance

Joe joined Seven Bridges in 2013 and currently is the Director of Compliance. In addition to Compliance, he is responsible for the oversight of the Client Reporting team and certain management company functions. Prior to Seven Bridges, Joe was an analyst at PRINCO helping to manage the investments for the Princeton University Endowment. Specifically, Joe was responsible for leading the operational due diligence for investments and helping to oversee the daily cash flows for the $25+ billion dollar endowment.

Previously, Joe was part of the prime brokerage division at Goldman Sachs administering external hedge funds and conducting daily profit/loss, cash reconciliation and monthly NAV calculations. Joe started his career at Ernst and Young in audit focusing on general controls and business process improvements for financial services companies.

Joe received a B.S. in Accounting and a B.B.A in Management Information Systems from Villanova University. Joe is currently a Certified Public Accountant in New York and Pennsylvania.

Paul DeTorres

Senior System Developer

Paul DeTorres is a Senior System Developer at Seven Bridges and joined in 2014. Prior to joining Seven Bridges, Paul was Senior Software Developer supporting Front Office and Compliance Technology at Point72 Advisors. Point72 was formerly SAC Capital Advisors, where Paul worked for four years and was part of the transition into Point72. At SAC, Paul was the lead developer and point of contact for the proprietary Personal Trading and Compliance Activity Reminder systems.

Paul has a B.S. in Computer Science with a minor in Math from Manhattan College.

Ramon Mizrachi

Senior System Developer

Ramon joined Seven Bridges in 2021 and is currently a Senior System Developer in the Operations Team. Prior to joining Seven Bridges, Ramon worked at Aperio CI as a Solutions Architect, designing, developing and implementing highly available real-time pricing analytics applications.

Ramon has a B.E. and a M.S in Electrical Engineering from Stony Brook University. He is also an AWS Certified Solutions Architect and AWS Certified Developer.

Fan Zhang

Quantitative Analyst

Fan joined Seven Bridges in 2016 to lead quantitative research and data analytics for the investment team across all markets, asset classes, and strategies. Prior to Seven Bridges, he worked at Bank of China New York as a Quantitative Risk Analyst. At Bank of China, he led the effort to enhance data analysis, portfolio management, model risk management and aggregated enterprise risk management for the bank’s $25bn credit book.

Fan earned a Ph.D. in Applied Mathematics from Stony Brook University and dual B.S. degrees in Mathematics and Computer Sciences from the University of Texas, Austin. He is also a Certified Financial Risk Manager.

James Gannon

Associate

James joined the Seven Bridges client services team in 2019.  Previously, James was Client Services Manager at Quest Capital Management, where he managed a team of client-dedicated employees and interns and built out systems to improve the completion and quality of all client service tasks.

James earned a B.S. in Business Management with a specialization in Finance at Stony Brook University.

John Wong

Senior Accountant

John joined Seven Bridges in 2016 in a hybrid capacity working on both client reporting and fund accounting. Prior to joining Seven Bridges, John was an auditor at Deloitte & Touche LLP in the financial services industry practice for fund of fund, real estate, and credit fund clients.

John graduated magna cum laude from The University of Alabama at Birmingham where he earned his B.S. in Accounting and Finance with a minor in Chinese.

Chris Brown

Portfolio Accountant

Chris joined Seven Bridges in 2016 to support the finance and operations team.  Before Seven Bridges, he was a Supervisor of Alternative Investment Funds at SEI Investments. At SEI, Chris oversaw an alternative operations team that performed fund administration duties for a $25 billion hedge fund.

Chris has been a Chartered Alternative Investment Analyst since 2015.  He holds a B.S. in Finance with a minor in Chinese from Bloomsburg University.

Sam Fisher

Portfolio Accountant

Sam joined Seven Bridges in 2018 to help implement technology initiatives that support efficient operations for the firm and is part of the Client Reporting team. Prior to Seven Bridges, Sam was an Associate on the Portfolio Administration team at JP Morgan Chase for three years.

Sam has a B.S. in Accounting from Pennsylvania State University. He has served on the Young Citizens Committee for NYC since 2019.

 

Nick Faranda

Portfolio Accountant

Nick joined Seven Bridges in 2021 to support the finance and operations team. After graduating college in May 2020, Nick worked as a loan operations analyst at The Money Source.

Nick earned a B.S. in Business Administration with a Concentration in Finance as well as a Paralegal Certificate from Marist College.

Alexandra Mahasky

Client Services Associate

Alexandra joined the Seven Bridges Client Services team in 2021. Before Seven Bridges, she was an Operations Specialist within Corporate and Institutional Banking at PNC Bank after completing an Operations Development Program.

Ali earned a B.S. in Operations Management with a minor in Management Information Systems from the University of Delaware. She is currently pursuing her MBA, with a specialization in Finance, at the University of Massachusetts Amherst.

Rachel Crowley

Executive Assistant / Office Manager

Rachel joined Seven Bridges in February 2020 as the Executive Assistant to Laurence Cohen and Ram Lee as well as Office Manager to help coordinate daily operations. Prior to Seven Bridges, she was the Facilities Assistant Manager at Strategic Financial Solutions, eventually being promoted to Director of First Impressions/Executive Assistant for the C-Level Executives at the financial firm.

Prior to her 5 years at Strategic, Rachel worked in various industries as an assistant and office manager streamlining company processes as well as utilizing and implementing her organizational skills into company practice. She started her career in sales in the fashion industry.

Rachel has a B.A. in Communications from William Paterson University.

OUR PHILANTHROPIC INVOLVEMENT

Actively Engaged in Our Community


We have made a commitment as a firm to better our communities. Seven Bridges actively supports non-profit organizations whose missions foster education, address poverty and food insecurity and improve social justice. Our team members also serve in the community as board members and volunteers for numerous charities.

OUR NAME

The Seven Bridges of Königsburg


Our name is inspired by The Seven Bridges of Königsberg math conundrum.

THE MATH PROBLEM

The challenge was to find a path through the city that would cross each bridge only once. The problem stated that the path need not start and end in the same place, but that each bridge must be crossed completely.

While it is unsolvable, in proving it so, Leonhard Euler formed the basis for graph theory and presaged the field of topology. Thus, while the problem remains inexplicable, the process of analysis resulted in significant progress in the field of mathematics.


THE INVESTMENT COROLLARY

We believe investment management poses a similarly enigmatic question. It is impossible to know which assets and strategies will have the best risk/return during any particular period, and thus impossible to construct the ‘very best’ portfolio for any environment. This can only be known ex-post with the benefit of perfect hindsight.


THE SEVEN BRIDGES SOLUTION

At Seven Bridges, we undertake the process of asset allocation, strategy evaluation and manager selection to invest in what we believe are the best perceived risk/return characteristics. While impossible to know the exact ‘right’ assets to own at any given time, much is gleaned from the process of analyzing the dynamics. In our view, while always an inexact science, a continuous, detail-oriented investment process optimizes risk/return and exceptional long-term performance.

CONTACT

9 West 57th Street, 29th Floor
New York, NY 10019

PHONE

Tel: 212-490-6320