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.
With more than 25 years' capital market experience, Michael is a respected investment industry veteran. In his early career, he was a limited partner at Oppenheimer and Co. 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.
Mr. Margolies founded Littlebanc in 2010 and is his current investment platform. They have done many successful transactions.
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 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 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.
Jeremy has over three decades of experience in the financial services industry with firms such as Merrill Lynch, Smith Barney, Morgan Stanley and Fidelity Investments.
Jeremy’s roles have included Financial Advisor, Branch Manager and Director of Business Development Communications. He has trained and supervised teams engaged in financial planning, asset allocation, investment vehicles and educational and retirement planning. In addition, he provided middle markets mergers, acquisitions and capital raising guidance for private businesses and companies.
Jeremy recently worked with the Wounded Warrior Project, helping veterans with their financial lives upon returning from serving their country. Jeremy worked extensively with inner-city kids including curriculums in the New York City and Philadelphia school systems within the Weill Institute, Harlem RBI and Junior Achievement. Jeremy was named to the Greater New York Community Leadership Board for the American Diabetes Association in 2015, and also serves as a grassroots advocate for education, prevention and research towards a cure. Jeremy fulfils his civic duty in part by being an Auxiliary Officer for the NYPD in Manhattan.
Jeremy received a B.A. in Political Science from Columbia University. He serves on various alumni committees and in multiple alumni leadership roles for his alma mater.
Ray brings 25 years of experience in higher education, media and entertainment, and non-profit sectors. He holds a PhD from Michigan State University and has been a consultant for internationally-recognized companies and organizations.
David Bonifield brings over 32 years of business and management experience to Littlebanc Advisors, having spent the last 18 years in the financial services industry in various areas ranging from venture capital, hedge fund, investment banking and wealth management, with such firms as JP Morgan and Credit Suisse.
Mr. Bonifield has worked in various fund, family office and startup ecosystems, building company platforms, implementing M&A strategies, and raising capital. Mr. Bonifield holds an MBA from The University of Chicago Booth School of Business and a Bachelor of Arts degree in Business Administration and Communications from Eastern Illinois University.