Leadership

Littlebanc's experienced team of professionals come from a wide range of industries and offer a diverse skill set. We leverage our past experience and industry contacts to help entrepreneurs and their companies to realize their full potential.


Michael Margolies

With more than 25 years' capital market experience, Michael is a respected investment industry veteran. Prior to founding Littlebanc, he managed discretionary long-short equity accounts as Senior Vice President and Limited Partner at Oppenheimer before moving to M.A. Berman & Co as Managing Partner, heading up its research and risk management team. During that time, Michael developed extensive expertise and forged deep, lasting professional relationships with many Wall Street investors. In 1995, Mr.Margolies founded Avalon Research Group, Inc., a top-rated independent equity research firm with more than 100 hedge fund and mutual fund clients. He served as founder and CEO of Avalon until 2004, when he sold the company. During his long career, Mr. Margolies has been involved in hundreds of transactions as both a seller and a buyer of company equity and assets. He is also a founding member of Investorside Research Association.

Ian Beadle, CFA

Mr. Beadle joined Littlebanc in 2013 after graduating with his Masters in Business Administration degree from the USC Marshall School of Business, where he graduated with honors. While at USC Mr. Beadle worked as an Investment Analyst with GrizzlyRock Capital, an emerging hedge fund focused on long/short value equity and high-yield credit. Before business school, Mr. Beadle worked at Goodrich Aerostructures, a leading aerospace and defense supplier, as an Analyst specializing in business processes, operations, and finance. In addition to his MBA, Mr. Beadle holds a B.S. degree in Finance from San Diego State University. He is a CFA Charterholder, a member of MENSA, and is a Certified Lean Practitioner.

Jordan Berlin

Jordan has over 35 years of extensive experience in the financial services industry, primarily on the Senior Management side of the business. He began his career as a municipal bond specialist and then as a financial advisor at Lehman Brothers. Jordan moved into management in the late 1980’s at Oppenheimer and Co. where he became a General Partner of the firm. In management, Jordan built and managed large sales forces. He hired, coached and mentored over 150 advisors in addition to operating the business. Many of the advisors who worked for Jordan have become some of the most successful and respected advisors in the industry.

Prior to joining Littlebanc he was an advisor at Citibank, where his clients were high net worth investors. Jordan has been active in several philanthropic organizations. He was the founder and first Chairman of Board of the Tisch Multiple Sclerosis Research Center of New York. Today the Center is the largest independent MS center in the world. Jordan is a graduate of Cornell University.

Jack Barker

Jack Barker has over 30 years of experience in international business and consulting.  Mr. Barker’s broad-ranging career includes starting new offices and sector practices for McKinsey & Co. in South America and the U.S.  Mr. Barker has also been responsible for profit improvement, sales growth, regulatory affairs and turnaround management in a variety of consulting and operating positions for Fortune 500 clients and The Carlyle Group.  Mr. Barker has developed particular expertise in electric power, financial services, telecommunications, consumer products, and heavy manufacturing.  Mr. Barker’s career also includes significant expatriate assignments in the United Kingdom, Switzerland, Australia, and Brazil.

Mr. Barker received his MBA from the Harvard Business School where he was a Baker Scholar.  He also holds a BS, Summa Cum Laude, in Mechanical Engineering and Material Science from Duke University.  Mr. Barker and his wife, Laura, have two daughters.

Eunice Park

Eunice has over 15 years of experience in the financial services industry, including principal investing and investment banking. She brings a wealth of experience from both the sell-side and buy-side, with experience advising on M&A and capital market transactions and making direct investments in both the private and public markets. Eunice was an Equity Research Analyst at Coghill Capital Management responsible for small cap equity investments in the U.S. and Asia. Her career also includes work in the public sector structuring foreign aid programs in developing countries for the Millennium Challenge Corporation. She began her career with Lehman Brothers in investment banking advising financial services clients. Eunice received a B.A. from Columbia University and a M.B.A from the Harvard Business School.