Team Biographies

J. Jeffrey Assaf

Senior Managing Director and Chief Investment Officer

J. Jeffrey Assaf is a Senior Managing Director as well as the Chief Investment Officer and Investment Committee Chairman of ICG Advisors. In addition to setting the firm’s strategic direction and managing client relationships, Mr. Assaf supervises all portfolio construction and modeling. Prior to founding ICG in 2009, Mr. Assaf was a Senior Managing Director of Bear Stearns and Head of its Investment Consulting Group from 1996 to 2008. From 1988 to 1996, Mr. Assaf was a Senior Vice President at Oppenheimer & Co. where he founded the Oppenheimer Consulting Group. He is a graduate of University of California, Irvine (B.A., Psychology) and University of Southern California (M.B.A., Emphasis in Finance). Mr. Assaf is a Certified Investment Management Analyst (CIMA), a designation awarded by the Investment Management Consultants Association (IMCA) in conjunction with the Wharton School of the University of Pennsylvania. Mr. Assaf serves on the Boards of Directors for several non-profit organizations.

Jonathan Blenner

Managing Director

Jonathan Blenner is a Managing Director and voting member of the Investment Committee. His responsibilities include portfolio construction and modeling, manager due diligence, and client servicing. Prior to founding ICG in 2009, Mr. Blenner was a Vice President and Senior Analyst of Bear Stearns’ Investment Consulting Group. Previously, Mr. Blenner was as an Associate at Jennison Associates, an institutional asset management firm in New York. Mr. Blenner is a graduate of Tufts University (B.A., Economics).

Robert Edelstein

Managing Director

Robert Edelstein is a Managing Director and voting member of the Investment Committee. His responsibilities include proprietary fund management, portfolio construction and modeling, manager due diligence, and client servicing. Prior to founding ICG in 2009, Mr. Edelstein was an Associate Director and Head Analyst of Bear Stearns’ Investment Consulting Group. Previously, Mr. Edelstein was an Analyst with Sherwood Financial Group where he served on the Investment Committee for the company’s fund-of-funds, assisted with the management of discretionary portfolios and was responsible for all accounting and performance reporting. Mr. Edelstein is a graduate of University of Southern California (B.S., Business Administration, Emphasis in Finance).

Eleftherios (Terry) Monis

Managing Director

Terry Monis is a Managing Director and voting member of the Investment Committee as well as the head of research and manager due diligence. Prior to joining ICG in 2010, Mr. Monis was a Vice President at Ivy Asset Management where he focused on portfolio management and oversight of the firm’s event driven and distressed debt research team. Mr. Monis is a graduate of Long Island University, C.W. Post (B.S., Business Administration, Finance, Management Information Systems).

Allison Petchenick

Chief Compliance Officer

Allison Petchenick is the firm’s Chief Compliance Officer. Prior to joining ICG in 2016, Ms. Petchenick was the Chief Compliance Officer and Chief Operating Officer of B. Riley & Co., LLC and B. Riley Capital Management. Previously, Ms. Petchenick was the Operations Manager for Bel Air Investment Advisors, LLC. Ms. Petchenick is a graduate of St. Mary’s College of California (B.S.E., Business Administration).

Emily Lehrer

Director

Emily Lehrer is a Director and a voting member of the Investment Committee. Her primary responsibility is manager operational due diligence. Prior to joining ICG in 2012, Ms. Lehrer led the operational due diligence efforts for Guggenheim Partners’ wealth management, fund of funds, and fund placement businesses. She is a graduate of Yale University (B.A., History) and University of Chicago (M.P.P., Public Policy).

Jewelle V. Thornton

Director

Jewelle Thornton is a Director whose responsibilities include administrative operations, client management, and employee oversight. Prior to joining ICG in 2009, Ms. Thornton was a Vice President at Bear Stearns and Head of Administration for the Investment Consulting Group. Previously, Ms. Thornton was with Oppenheimer & Co., Inc. where she worked as Head of Administration for the Oppenheimer Consulting Group. Ms. Thornton is a graduate of Howard University (B.A., Economics) and has worked alongside Mr. Assaf since 1988.

Matt Wilkinson

Director

Matt Wilkinson is a Director focused primarily on co-investments and direct investments. Prior to joining ICG in 2018, Mr. Wilkinson was Vice President, Strategy at Kayne Anderson Capital Advisors from January 2017 to March 2018. Prior to joining Kayne Anderson Capital Advisors, Mr. Wilkinson managed investments in the Short-Term, Absolute Return and Real Return Division at the State of Michigan Retirement Systems (“SMRS”) from July 2011 to January 2017. Prior to SMRS, he founded and operated his own investment firm primarily focused on investing in small cap equities.  Mr. Wilkinson is a graduate of Ohio State University (B.A., Magna Cum Laude, Psychology) and Michigan State University (M.B.A., Concentration in Finance).

Michael Cameron

Associate Director

Michael Cameron is an Associate Director and a member of the Investment Committee. As a member of the research team, his responsibilities are to source and evaluate investment opportunities and analyze markets. Prior to joining ICG in 2015, Michael was a Research Associate at GWI where he specialized in water infrastructure in the offshore oil and gas industry. Michael’s other research and published work focused broadly on combating the infrastructure gap in developed/emerging markets. Michael is a graduate of Oxford University (M.S., Contemporary India, Politics and Economics) and Swarthmore College (B.A., Political Science, Peace and Conflict Studies Minor). Michael played varsity baseball at Swarthmore College and received a blue in lacrosse at the University of Oxford.

Justin Levine

Associate Director

Justin Levine is an Associate Director at ICG whose responsibilities include operational functions, procedural strategies, portfolio construction and modeling, and client servicing. Mr. Levine joined ICG in 2009 and is a graduate of University of Pennsylvania (B.A., Psychology).

Kemper Ohlmeyer, CAIA

Associate Director

Kemper Ohlmeyer is an Associate Director and member of the Investment Committee. His responsibilities include portfolio construction and modeling, market analysis, manager due diligence, and client servicing. Prior to joining ICG in 2014, Mr. Ohlmeyer was with Goldman Sachs Asset Management, where he worked with the Quantitative Strategies team. Previously, he was an analyst at UBS Financial Services, where he worked in the Fund of Funds Portfolio Management group. Mr. Ohlmeyer is a graduate of Washington University in St. Louis (B.A., Economics).

Eric Sartwell

Associate Director

Eric Sartwell is an Associate Director at ICG and a member of the Investment Committee. His responsibilities include portfolio construction and modeling, manager due diligence, and client servicing. Prior to joining ICG in 2009, Mr. Sartwell was an Analyst at Bear Stearns for the Investment Consulting Group. Previously, he was an Analyst at RSM EquiCo Inc., a boutique investment bank. Mr. Sartwell is a graduate of Texas Christian University (B.S., Mathematics) and University of Tulsa (M.S., Finance).

Kimberly Scott-Moseley

Associate Director

Kimberly Scott-Moseley is an Associate Director whose responsibilities include administrative operations and client management. Prior to joining ICG in 2009, she was an Administrator at Bear Stearns in the Investment Consulting Group. Previously, Ms. Scott-Moseley was a Registered Sales Assistant at Smith Barney. She began her career at Kidder, Peabody & Co. in 1993. Ms. Scott-Moseley is a graduate of California State University, Northridge (B.A., English & Creative Writing).

Melissa Rhone

Senior Associate

Melissa Rhone is a Senior Associate whose responsibilities include operations and client servicing for the firm’s proprietary solutions. Prior to joining ICG in 2014, Ms. Rhone was a Vice President at Bear Stearns. In her role, she managed a team that directed various lines of business including hedging oil futures on the NYMEX, servicing high net worth individuals and working directly with private and proprietary investment managers. Ms. Rhone is a graduate of University of California, Irvine (B.A., Social Ecology).

F. Kenneth Vudmaska

Senior Associate

F. Kenneth Vudmaska is a Senior Associate whose responsibilities include portfolio accounting, fund reporting and fund operations. Prior to joining ICG in 2018, he served as Accounting & Operations Manager at firms such as Breaker Capital Management, Dalton Investments, and Giovine Capital Group. Previously Mr. Vudmaska was senior portfolio accountant, performance and quantitative analyst at First Quadrant, LP.  He began his career in 1999 at Trust Company of the West in the Client and Fund Services department.  Mr. Vudmaska is a graduate of the University of California, at Santa Barbara. (B.A. Philosophy, with a concentration in ethics and Public Policy).

Brandon Nel

Associate

Brandon Nel is an Associate and member of the Investment Committee. As a member of the research team, his responsibilities are to evaluate and source investment opportunities and analyze markets. Prior to joining ICG in 2018, Mr. Nel completed internships at Grantham Mayo Van Otterloo & Co LLC, SCS Financial, State Street Global Advisors, and Morgan Stanley Wealth Management. He is a graduate of Northeastern University’s D’Amore-McKim School of Business (B.S., Business Administration with a Concentration in Finance).

James Neshek

Associate

James Neshek is an Associate whose responsibilities include performance and risk analysis, portfolio construction and modeling, and client servicing. Prior to joining ICG in 2015, Mr. Neshek was a Senior Financial Analyst at Cydcor, LLC in Los Angeles. He is a graduate of University of Southern California (B.S., Business Administration) and Michael Smurfit Graduate Business School at University College Dublin (M.S., Finance).

Aditya Prakash

Associate

Aditya Prakash is an Associate and a member of the Investment Committee. As a member of the research team, his responsibilities are to source and evaluate investment opportunities and analyze markets. Prior to joining ICG in 2017, Mr. Prakash was a CDP Tech Analyst at J.P. Morgan Chase & Co. for Corporate & Investment Banking. He is a graduate of BMS College of Engineering (B.E., Information Science and Engineering) and UCLA Anderson School of Management (M.S., Financial Engineering).

Shanan Reiff

Associate

Shanan Reiff is an Associate whose responsibilities include portfolio construction and modeling, performance reporting and analysis, and client servicing. Ms. Reiff joined ICG Advisors in 2015 and is a graduate of University of California, Los Angeles (B.A., Economics).

Ichiro Maruta

Operations Associate

Ichiro Maruta is an Operations Associate whose responsibilities are to administer and improve the firm’s financial reporting systems and investment analysis data. Prior to joining ICG in 2014, he held multiple positions in systems, trading, and operations for various private and institutional wealth management firms. Mr. Maruta is a graduate of California State Polytechnic University, Pomona (B.A., Finance, Real Estate, and Law).

Teresa Dekker

Administrative Assistant

Teresa Dekker is an Administrative Assistant and Receptionist. Prior to joining ICG in 2012, she worked for decades in Publishing as a writer and editor for magazines. Previously, Mrs. Dekker worked in Radio, Advertising and Corporate Communications. She is a graduate of Illinois State University (B.A., Broadcast Journalism). In her free time, Mrs. Dekker does “anything and everything creative,” including designing a greeting card line, photography, improvisational cooking, and writing about life stories.