Our Team

Operational Excellence

Our funding and long-duration capital has allowed us to operate with an experienced team at scale since inception. Our strong foundation includes institutional-quality compliance, back-office technology, and service providers, which are overseen by our Chief Operating Officer, who has over 35 years of experience, including a decade as Chief Financial Officer at Perry Capital.

Diversified Team

A part of Marlowe’s operational success comes from its team of accomplished members, and its commitment to diversity. Not only does diversity encourage unique perspectives, but it also represents our values as a firm and as a group. Our women and ethnically diverse colleagues represent over 50% of each of the following groups: our entire team, our partners and our investment research team.

David Steinberg

Partner,
CIO

David Steinberg is Co-Founder, Managing Partner and Chief Investment Officer at Marlowe.

Mr. Steinberg oversees all Marlowe-managed vehicles and sits on the Firm’s Investment and Risk Committees. Prior to co-founding Marlowe, Mr. Steinberg worked at Soros as a Senior Analyst. In his role at Soros, Mr. Steinberg worked on sourcing and investment analysis, and helped develop the investment process for the team responsible for the fund’s concentrated strategy.

Mr. Steinberg received a B.A. with honors from Yale University in Ethics, Politics & Economics, a Masters in Development Studies from Cambridge University, where he was a Commonwealth Scholar, and an MBA from Stanford University. Mr. Steinberg is originally from Montreal, Canada and is proficient in French.

David Wang

Partner,
Head of Research

David Wang is the Head of Research at Marlowe. Prior to joining Marlowe, Mr. Wang worked as an Associate at Metalmark Capital (formerly Morgan Stanley Capital Partners). Prior to joining Metalmark, Mr. Wang spent two years as an investment banking analyst at Lazard in their Healthcare M&A Group.

Mr. Wang received a BBA degree with honors in Finance and Accounting from Emory University. Mr. Wang is fluent in Mandarin and was raised in China and the US.

Bill Vernon

Partner,
CFO/COO

Bill Vernon is a Founding Partner at Marlowe, Marlowe’s Chief Operating Officer and Chief Financial Officer and a member of the Firm’s Risk Committee.

Prior to joining Marlowe, Mr. Vernon spent ten years at Perry Capital as its Chief Financial Officer and Head of Investor Relations. Mr. Vernon also worked at HomeField Capital as its COO and CFO, and at PricewaterhouseCoopers, where he was a partner and co-founder of the firm’s hedge fund practice.

Mr. Vernon received a B.A. in Math Economics from Colgate University and an MS in Accounting from New York University. He lives and is from Connecticut.

Kateryna Soroka

Associate

Kateryna Soroka is an Associate at Marlowe focused on operations and accounting. Prior to joining Marlowe, Ms. Soroka spent two years as an Executive Personal Assistant at TRP Realty Management and as an Accounting Assistant at Gelt Financial Corporation.

Ms. Soroka received a B.A. in International Business/Business Administration with honors from Arcadia University. Ms. Soroka is from Ukraine and is fluent in Ukrainian and Russian.

Logan Atkeson

Research Engineer

Logan Atkeson is a Research Engineer at Marlowe focused on contributing to the investment team as well as trading.

Prior to Marlowe, Mr. Atkeson worked as a teacher in Bridgeport, Connecticut and Osaka, Japan. Mr. Atkeson previously worked as an intern at U.S. Senator Dianne Feinstein’s Los Angeles, California office.

Mr. Atkeson received a B.A. in English and Nordic Studies, graduating summa cum laude from the University of California, Los Angeles, where he was a Regents Scholar. Mr. Atkeson grew up in California.

Maya Illovsky

Associate

Maya Illovsky is an Associate at Marlowe Partners. Prior to Marlowe, Ms. Illovsky worked as a volunteer for a non-profit project centered in Peru and served as a Behavior Specialist in the mental health care industry.

Ms. Illovsky obtained her B.A. in Psychology and Spanish from Muhlenberg College, where she had also participated on the women’s volleyball team. Ms. Illovsky is fluent in Slovak and Spanish and lives in New Jersey.

Myron S. Scholes

Senior Advisor

Myron S. Scholes is a Senior Advisor to Marlowe. He is the Frank E. Buck Professor of Finance, Emeritus, at the Stanford University Graduate School of Business since 1996. Since 2014, he has been the Chief Investment Strategist of Janus Henderson Investors in Denver, Colorado.

Professor Scholes is widely known for his seminal work in options pricing, capital market equilibrium, tax policies and the financial services industry. He is widely published in academic journals. He is co-originator of the Black-Scholes options pricing model, which is the basis of the pricing and risk-management technology that is used to value and to manage the risk of “options” contained in instruments around the world. For his work on “a new theory to value derivatives…”, he (along with Robert Merton) was awarded the Alfred Nobel Memorial Prize in Economic Sciences in 1997.

Professor Scholes has consulted widely with many financial institutions, corporations and exchanges and continues to lecture for many academic groups and other organizations around the world. Professor Scholes is a member of the Econometric Society and served as President of the American Finance Association in 1990. Professor Scholes has honorary doctorate degrees from the University of Paris, France, McMaster University, Canada, Louvain University, Belgium and Wilfred Laurier University, Canada. He has honorary Professorships from Nanjing University, Nanjing Audit University, Sun-Yet Sen University and Xiamen University. He was given the Innovator of the Year Award from the Chicago Mercantile Exchange and The Lifetime Achievement Award from the Derivatives Association. He was awarded the Sussman Fellows Award.

He is a member of American Academy Arts and Sciences.

Ali Jaffery

Senior Advisor

Ali Jaffery is a Senior Advisor to Marlowe. Mr. Jaffery is a Senior Executive at J. Rothschild Capital Management, an investment arm of the Rothschild Family in London. At JRCM, he oversees the global, multi-asset portfolio of external relationships. Through these connections, he also initiates direct investments, co-investments, and macro overlays to enhance portfolio returns. Previously, Ali served as a Director of Public Markets and Alternatives at C.M. Capital, a Palo Alto-based single-family office. Ali has amassed over 18 years of experience in asset management, encompassing both the buy-side and sell-side. Before joining C.M. Capital, he conducted energy research at Goldman Sachs. He began his career on the buy side as a generalist analyst at a long-short global equities hedge fund. Ali earned an MPA in International Monetary Policy and Finance from Columbia University, an MBA in Finance from Rutgers Business School, and a BS in Economics from the Lahore University of Management Sciences in Pakistan. He is also a co-author of the book entitled “Hedge Fund Alpha: A Framework for Generating and Understanding Investment Performance.”

Christopher Mercaldi

Senior Advisor

Christopher Mercaldi is a Senior Advisor to Marlowe. Mr. Mercaldi is the founder of 450ft, a personal investment vehicle through which he invests in publicly traded companies. He is passionate about identifying and studying unique, high-quality businesses which can compound over many years – a passion which aligns with Marlowe’s investment philosophy. Prior to founding 450ft, Mr. Mercaldi was a Partner with SPO Partners & Co., a California-based investment firm where he worked for 13 years. Mr. Mercaldi earned a Bachelor of Science in Mechanical Engineering from Harvard University and an MBA from Stanford University.