Leadership Overview
BTIG has 10 executives leading key functions including strategic brokerage, institutional sales, and investment banking operations.
Focused on delivering specialized financial solutions, BTIG maintains a commitment to providing sophisticated institutional clients with deep market expertise and tailored advisory services across global asset classes.
Focused on delivering specialized financial solutions, BTIG maintains a commitment to providing sophisticated institutional clients with deep market expertise and tailored advisory services across global asset classes.
Leadership Roles at BTIG
Carlos Fragio - Chief Executive Officer
Carlos Fragio, the Chief Executive Officer at BTIG, directs the firm's overarching strategic vision and operational execution. Fragio oversees the integration of brokerage services with institutional sales, ensuring that the firm maintains a competitive edge in complex financial markets. By aligning internal resources with client objectives, the Chief Executive Officer drives growth across multiple asset classes. Carlos Fragio manages high-level relationships with institutional investors and corporate partners, facilitating efficient capital deployment and strategic advisory engagements. This leadership role involves constant monitoring of global market conditions to refine the firm's service offerings. Through rigorous oversight of operational efficiency, Fragio ensures that the organization delivers consistent value to sophisticated market participants. The Chief Executive Officer prioritizes the development of advanced trading technology to support institutional clients. Ultimately, Fragio secures the firm's position as a versatile partner for corporations navigating intricate financial landscapes.
Scott Kovalik - Founder & Chief Executive Officer & Chairman
Scott Kovalik, the Founder & Chief Executive Officer & Chairman at BTIG, architects the long-term strategic framework and governance standards for the entire organization. Kovalik oversees the firm's expansion into new market segments, ensuring that the institutional sales division remains aligned with evolving investor needs. As the Founder & Chief Executive Officer & Chairman, Kovalik directs the board's focus toward sustainable growth and capital structure optimization for corporate clients. This leadership role involves fostering a culture of specialized expertise that distinguishes the firm from broad-based competitors. Scott Kovalik manages the firm's reputation among alternative asset managers and corporate treasuries, driving the adoption of personalized client service models. By balancing risk management with aggressive market pursuit, the Chairman ensures the firm remains a trusted intermediary for complex transactions. Kovalik maintains a clear vision for the firm's future, consistently adapting the business model to address shifting global financial dynamics.
Mark Perdigao - Managing Director
Mark Perdigao, the Managing Director at BTIG, leads the firm's institutional sales initiatives, focusing on the delivery of specialized brokerage solutions to sophisticated investors. Perdigao oversees the development of research-driven trading strategies that enable clients to navigate volatile market environments with precision. As a Managing Director, Perdigao drives the expansion of the firm's footprint within North American markets, ensuring that institutional clients receive high-touch service and actionable market intelligence. This leadership role involves coordinating with the investment banking team to provide comprehensive financial advisory services. Mark Perdigao manages key relationships with institutional investor bases, facilitating efficient capital deployment and transaction execution. By leveraging advanced trading technology, the Managing Director optimizes the firm's brokerage operations to meet specific client objectives. Perdigao ensures that the firm's institutional sales division remains a primary resource for corporations seeking deep market knowledge and reliable execution capabilities.
Oren Shaked - Managing Director
Oren Shaked, the Managing Director at BTIG, directs the firm's investment banking practice, focusing on strategic advisory engagements and capital structure optimization for corporate clients. Shaked oversees the execution of complex mergers and acquisitions, ensuring that the firm provides tailored solutions that address specific corporate financial goals. As a Managing Director, Shaked drives the firm's efforts in connecting corporations with sophisticated capital sources, facilitating growth and long-term stability. This leadership role involves collaborating with institutional sales teams to align market intelligence with corporate advisory needs. Oren Shaked manages the firm's engagement with diverse market segments, ensuring that the investment banking division maintains a reputation for excellence in transaction execution. By focusing on specialized industry knowledge, the Managing Director supports the firm's mission to serve as a versatile partner for clients. Shaked ensures that all advisory services remain grounded in rigorous analysis and deep market understanding.
Stephanie De Leon - Managing Director
Stephanie De Leon, the Managing Director at BTIG, oversees the firm's operational strategy for institutional brokerage, focusing on the efficiency of trading platforms and client service delivery. De Leon directs the implementation of advanced trading technology to ensure that institutional clients access global markets with speed and accuracy. As a Managing Director, De Leon drives the firm's initiatives to enhance market intelligence capabilities, providing clients with a competitive advantage in complex financial transactions. This leadership role involves managing internal workflows to ensure seamless coordination between brokerage operations and institutional sales teams. Stephanie De Leon monitors market trends to refine the firm's service offerings, ensuring that the organization remains responsive to the needs of sophisticated investors. By optimizing operational processes, the Managing Director supports the firm's commitment to personalized client service. De Leon ensures that the firm's brokerage operations consistently meet the high standards required by institutional partners.
Nicole Ehlers - Managing Director
Nicole Ehlers, the Managing Director at BTIG, leads the firm's efforts in alternative asset management, focusing on providing specialized brokerage solutions to hedge funds and private equity firms. Ehlers oversees the development of customized trading strategies that address the unique requirements of alternative asset managers. As a Managing Director, Ehlers drives the firm's expansion into new asset classes, ensuring that the organization remains a trusted intermediary for complex financial transactions. This leadership role involves coordinating with the institutional sales division to deliver high-touch service and deep market insights. Nicole Ehlers manages key relationships with sophisticated investors, facilitating efficient capital deployment and strategic advisory engagements. By leveraging the firm's specialized market knowledge, the Managing Director ensures that clients receive tailored solutions that address specific market conditions. Ehlers maintains a focus on delivering consistent value through rigorous execution and personalized client engagement.
Jake Dardashtian - Managing Director
Jake Dardashtian, the Managing Director at BTIG, directs the firm's institutional sales operations, focusing on the expansion of market reach across diverse investor bases. Dardashtian oversees the development of client-focused strategies that leverage the firm's deep expertise in brokerage and investment banking. As a Managing Director, Dardashtian drives the firm's efforts to connect sophisticated investors with unique market opportunities, ensuring that the organization remains a primary partner for institutional clients. This leadership role involves managing the firm's engagement with corporate treasuries, facilitating strategic financial decisions and capital structure optimization. Jake Dardashtian coordinates with internal teams to ensure that the firm's research and execution capabilities remain aligned with client objectives. By focusing on personalized service, the Managing Director supports the firm's reputation for delivering tailored solutions. Dardashtian ensures that the firm's institutional sales division consistently provides high-value market intelligence and efficient transaction execution.
Jt Herman - Managing Director
Jt Herman, the Managing Director at BTIG, leads the firm's brokerage operations, focusing on the delivery of efficient trading solutions to institutional clients. Herman oversees the integration of advanced trading technology with market intelligence to facilitate seamless capital deployment across global markets. As a Managing Director, Herman drives the firm's initiatives to enhance execution capabilities, ensuring that institutional investors receive reliable and timely service. This leadership role involves managing relationships with key market participants, facilitating complex financial transactions and strategic advisory engagements. Jt Herman coordinates with the institutional sales team to ensure that the firm's brokerage services remain aligned with the evolving needs of sophisticated investors. By focusing on specialized market knowledge, the Managing Director supports the firm's commitment to delivering tailored solutions. Herman ensures that the firm's brokerage operations maintain a competitive edge through rigorous execution and personalized client service.
Mark Colao - Managing Director
Mark Colao, the Managing Director at BTIG, directs the firm's strategic advisory services for corporate clients, focusing on mergers, acquisitions, and capital structure optimization. Colao oversees the development of comprehensive financial solutions that address the specific needs of corporations navigating complex financial landscapes. As a Managing Director, Colao drives the firm's efforts to provide high-level advisory support, ensuring that clients achieve their strategic objectives through informed decision-making. This leadership role involves collaborating with institutional sales and brokerage teams to provide a holistic view of market opportunities. Mark Colao manages key relationships with corporate partners, facilitating efficient transaction execution and long-term financial stability. By leveraging the firm's deep expertise in multiple asset classes, the Managing Director supports the firm's mission to serve as a versatile partner. Colao ensures that all advisory engagements are grounded in rigorous analysis and personalized client service.
Colin Skaf - Managing Director
Colin Skaf, the Managing Director at BTIG, leads the firm's institutional sales division, focusing on the delivery of specialized brokerage and investment banking solutions to sophisticated investors. Skaf oversees the development of research-driven strategies that enable clients to navigate complex financial markets with confidence. As a Managing Director, Skaf drives the firm's efforts to expand its presence within global markets, ensuring that institutional clients receive high-touch service and actionable market intelligence. This leadership role involves coordinating with the investment banking team to provide comprehensive financial advisory services. Colin Skaf manages key relationships with institutional investor bases, facilitating efficient capital deployment and transaction execution. By leveraging advanced trading technology, the Managing Director optimizes the firm's brokerage operations to meet specific client objectives. Skaf ensures that the firm's institutional sales division remains a primary resource for corporations seeking deep market knowledge and reliable execution capabilities.
Explore Leadership Teams in Finance
Focus Partners Wealth is a premier independent Registered Investment Advisor (RIA) that provides comprehensive, fiduciary-led wealth management and financial planning services for individual investors, high-net-worth families, and institutional clients. Recognized as a leader in the industry and featured on the Barron's 2025 Top 100 RIA Firms' Mega List, the firm distinguishes itself through a personalized, research-backed approach that integrates a client's specific values, motivations, and life goals into a holistic financial plan. Beyond traditional portfolio management, Focus Partners Wealth offers specialized services in tax-efficient wealth transfer, estate planning, and retirement strategies, leveraging a nationwide network of experts to deliver the technical depth of a large institution with the high-touch service of a boutique firm. By utilizing a "fiduciary-first" model, the company ensures that every strategicPossibility is designed to align with the clients long-term best interests, helping them control their financial future while focusing on the present.
Company Leadership
FB

HM
State Street partners with institutional investors worldwide to deliver comprehensive financial services, including investment management, investment research and trading, and investment servicing. The company supports a diverse client base such as asset managers, pension funds, insurers, and official institutions by providing solutions designed to address complex financial challenges. It focuses on enhancing investment performance and enabling long term value creation through expertise, technology, and global market capabilities.
Company Leadership
MM
AEW was founded in 1981. This company provides real estate investment management services to investors. Their headquarters are located in Boston, Massachusetts.
Company Leadership
AC

LO
FHN Financial is a capital markets firm serving institutional, municipal, and corporate customers with fixed income, portfolio management, balance sheet management, and financing solutions. Its services include fixed income sales and trading, portfolio strategies and analytics, public finance, debt capital markets, loan advisory and trading, and portfolio management. As part of First Horizon Bank, FHN Financial provides market expertise, execution capabilities, and customized financial solutions to institutions across the U.S. and internationally
Company Leadership AC


