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Team Aleutian
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O. James Sterling, III, Managing Director. James Sterling founded Aleutian Capital Partners after four years with management consulting firm Booz Allen Hamilton, Inc., one of the world's largest and most respected strategy and operations consultancies. At Booz Allen, he led projects in business strategy and operations improvement across a broad range of service and manufacturing industries.
His experience includes acquisition assessment and merger integration, market entry strategy and implementation, evaluation of new business opportunities, new business model development, manufacturing cost reduction, and launching new services.
Prior to Booz Allen, Mr. Sterling was with Renwick Capital Management, a hedge fund investing in public equities, options, real estate and private equity transactions. He holds an M.B.A. with distinction from Columbia Business School and a B.A. from Boston University. Mr. Sterling serves on the board of Karmaloop, LLC. He is an active pilot, holding an Airline Transport Pilot license and multi-engine rating, and a frequent backpacker and traveler. Adventures have included several trips to Alaska and north of the arctic circle, and he is currently planning a summiting of Denali. |
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Louis E. Black, Managing Director. Lee Black has been engaged in private law practice in New York City for over thirty years, having started his career at Carter, Ledyard & Milburn. He formed the law firm of Black & Associates in January, 2002. From 1986 until December, 2001, he was a member of the law firm of DeForest & Duer, as Chairman of its Corporate Department. He also serves as general counsel to other business enterprises.
Mr. Black served as Vice Chairman of MacMillan Ring-Free Oil Co., Inc., a publicly traded oil and gas company, in 1986 and 1987 and was a member of the Board of Directors of Vault.com Inc., a career-oriented Internet and publishing company, from 1999 until October 2007. He currently serves as Chairman of the Board of United Compressor, LLC, a company engaged in the installation and maintenance of compressed natural gas stations and a member of the Board of Directors of the Cleveland E. Dodge Foundation, a private charitable foundation.
Mr. Black received his BA in 1968, his law degree in 1971, and his Master of Laws in Taxation degree in 1979, all from New York University. |
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Rishav Gupta, Senior Vice President and Director, Aleutian India. Mr. Gupta leads Aleutian’s technology and healthcare industry activities. He also manages the firm’s cross-border investment and advisory activities between the U.S. and India. Over the last fifteen years Mr. Gupta has been part of several industry-shaping transactions including acquisitions by PeopleSoft, divestitures following Fleet Bank’s merger with Bank Boston, and sale of HNC Software and Sema PLC.
Prior to his focus on M&A in the technology and healthcare industries, Mr. Gupta spent four years with Nationwide Financial Services, assisting the company with its equity carve-out and the ensuing public offering. While at Nationwide, Mr. Gupta also evaluated and implemented several enterprise-wide technology solutions. Mr. Gupta started his career with State Teachers Retirement Systems of Ohio, assisting portfolio managers in the management of over $65 billion in assets.
Mr. Gupta serves on the board of TalentFirst, Inc. and Rio Vista Trust. He holds a B.S. in Management Information Systems from Ohio State University and an MBA from Columbia Business School. |
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Jorge Carrion, Senior Vice President. Prior to his position with Aleutian Capital Partners, Mr. Carrion had worked for six years in South America as a financial analyst and advisor. He has served companies in diverse sectors such as energy, banking and capital markets.
Mr. Carrion, as a financial analyst at Tecsur S.A (energy), was involved in several projects entailing mergers and acquisitions, valuations and capital budgeting. Prior to Tecsur, Mr. Carrion served as a portfolio manager at Banco de Credito, providing financial advisory services to privately held middle-market companies.
During business school, Mr. Carrion worked as an intern at Morgan Stanley in equity research. He earned his MBA from the William E. Simon School, University of Rochester with a major in finance and corporate accounting and a B.A from Universidad de Lima (Peru). Mr. Carrion is fluent in Spanish and enjoys soccer and adventure sports. |
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Eyal Zadik, Vice President. Mr. Zadik headed the research and development department at Napa Group, Inc. He brings more than eight years of experience in the information technology industry, including roles in senior management. At Napa Group, he was responsible for planning and structuring the next age of financial software systems in the auction rate securities and variable demand rate obligations marketplaces. He worked closely with Wall Street trading desks and headed the successful release of a comprehensive trading system used by leading market players.
He holds an MBA from Columbia University and has been awarded top certifications from Microsoft with concentration in software development. He enjoys foreign travel and is an avid fan of the New York Knicks. |
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Noah Anderson, Senior Analyst. Mr. Anderson was an independent research analyst at Coleman Research Group, concentrating in the industrials sector. He was previously a budget analyst with the Georgia General Assembly providing financial advisory services to the Georgia House of Representatives. Mr. Anderson also completed a summer internship program with Morgan Stanley.
Mr. Anderson earned a B.S. in Business Administration with a concentration in Finance from Georgia State University. He enjoys traveling and spending time in outdoor recreations. |
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Connie Chan, Senior Analyst. Prior to joining Aleutian Capital, Ms. Chan worked at State Street Corporation’s analytics group with a focus on private equity. She was a summer analyst at Bloomberg L.P. and held an internship position with Moors and Cabot Inc. in the alternative investments group.
Ms. Chan graduated from Boston University’s School of Management with a dual concentration in Finance and Accounting.
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Ashish Gupta, Senior Analyst. Mr. Gupta was previously an equity trader at Jasper Capital, concentrating in the energy sector. He has also worked as a financial analyst at L-3 Communications and as a finance systems intern at the London Stock Exchange.
Mr. Gupta graduated from the University Richmond with degrees in economics and finance. He is currently a CFA level three candidate. He enjoys swimming and reading, and is an avid New York Yankees fan. |
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Jonlin Pei, Senior Analyst. Mr. Pei previously worked at FactSet Research Systems, a leading provider of global financial and economic information. As a senior analyst at FactSet, he played an integral part in the company's M&A division, helping to lead research teams in two offices. Mr. Pei mentored and helped direct analyst efforts in the North American M&A and private equity markets and contributed research to multiple financial publications used by financial, legal and media firms worldwide. In addition to his experience at FactSet, Mr. Pei has also worked closely with several entrepreneurs and small business owners in the manufacturing and construction industries.
Mr. Pei received his bachelors degree from Carnegie Mellon University and has passed all three levels of the CFA exam. He is an avid photographer and enjoys spending time in the outdoors hiking, snowboarding and mountain biking. |
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Kenneth To, Senior Analyst. Mr. To worked for Feingold O’Keeffe Capital, a long/short hedge fund focused on non-investment grade debt securities. Previously, he worked with Forex Capital Markets as summer analyst in their research group focusing on Japanese markets.
Mr. To graduated with dual concentrations in Applied Statistics and Computational Finance from Babson College. He is currently a CFA level one candidate. He grew up in California and his hobbies include fantasy baseball and sabermetrics. |
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Minh Horn, Office Manager. Ms. Horn worked for several of Germany’s largest financial institutions including UniCredit Group, HypoVereinsbank Markets & Investment Banking, Generali Lend Lease, and Motorola. At these companies, her roles have included managing all office operations, coordinating travel schedules for senior management, and handling event planning such as major VIP events during the FIFA World Cup 2006 in Munich. Ms. Horn attended the University of Applied Sciences and English at the European Business Collegiate in Munich, Germany. She enjoys travel, art, interior design and is also a big fan of the NHL.
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Ginny Gutierrez, Business Development. Ms. Gutierrez assists Aleutian’s acquisition and deal sourcing activities. She has over 25 years of international experience as a consultant for company acquisition services, strategic partnerships, and media relations in the publishing, information, education, and financial services sectors. Ms. Gutierrez earned an M.S. in Public Relations from the Boston University School of Public Communication. She also holds a B.A. in English and Economics from Assumption College. |
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Tom Rusling, Business Development. Mr. Rusling ran an online strategy and marketing consulting business advising a host of private, venture capital, and angel funded companies in the travel, financial, and online media spaces. He has also assisted Paychex, Inc. in exploring an entry into international markets. Mr. Rusling earned his MBA from the University of Rochester’s Simon School of Business with concentrations in strategy and finance, and his BA in German Literature from Colgate University, which included guest semesters at Universidad de Sevilla, Spain, and Universität Freiburg, Germany. He played professional tennis for three years on the entry-level international circuit.
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