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.
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 30% of each of the following groups: our entire team, our partners and our investment research team.
David Steinberg is Co-Founder, Managing Partner and Co-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.
Eric Udoff is Co-Founder, Managing Partner and Co-Chief Investment Officer at Marlowe.
Mr. Udoff oversees all Marlowe-managed vehicles and sits on the Firm’s Investment and Risk Committees. Prior to co-founding Marlowe, Mr. Udoff spent seven years at Appaloosa Management, a global equity and credit investment firm, where he reported to the founder. At Appaloosa, Mr. Udoff focused on equity, distressed credit and special situation investments.
Mr. Udoff received a BS in Applied Economics and Management magna cum laude from Cornell University. Mr. Udoff is from New Jersey.
Javier Velez is a Partner and a Research Analyst at Marlowe.
Prior to joining Marlowe, Mr. Velez worked as an Associate at Thomas H. Lee Partners in their Consumer/Retail & Healthcare Group. Prior to joining Thomas H. Lee, Mr. Velez spent two years as an investment banking analyst at Goldman Sachs in their Global Natural Resources Group, where he also worked during the two previous summers.
Mr. Velez received a B.S. in Business Administration from the University of North Carolina at Chapel Hill. Mr. Velez is fluent in Spanish, and was raised in Mexico and the US.
David Wang is a Research Analyst 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 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.
Derek Wallis is a Founding Partner at Marlowe, Marlowe’s Head Trader and a member of the Firm’s Risk Committee.
Prior to joining Marlowe, Mr. Wallis spent thirteen years at Soros in a variety of roles, including Head Equity Trader. During his tenure at Soros, Mr. Wallis traded and advised on risk management for George Soros and 40 portfolio managers across industries and market cycles. Mr. Wallis implemented Soros’s Order Management System, and spearheaded their transition to electronic trading.
Mr. Wallis received a B.A. and a Masters from Auckland University in New Zealand where he is from. Mr. Wallis founded a fundraiser for veteran causes at the Intrepid Museum.
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 is a Research Associate at Marlowe focused on contributing to the investment research team as well as trading and operations, having joined in 2020.
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.