William Garvey
Founder & Co-Chief Investment Officer
William Garvey
Founder & Co-Chief Investment Officer
Portfolio Management Team: Tactical Income
Prior to founding Hilton Capital, Bill Garvey spent 30 years with some of Wall Street’s leading firms in the commodities and fixed income markets. It was during this period that Garvey developed his unique approach to building wealth by coordinating risk management with opportunistic income generation. It was to become the guiding principle for Hilton’s investment philosophy.
Garvey’s earlier experience included establishing a fixed income investment advisory business at Ashland Management, where he served as Head of Portfolio Management. Garvey was also affiliated with Lehman Brothers, Bache and Co., Dean Witter, and was a founding partner of William J. Garvey and Co., a member firm of the COMEX. Mr. Garvey earned a B.S. from Fairfield University.
garveyb@hiltoncm.com
Craig O'Neill
Chief Executive Officer
Craig O'Neill
Chief Executive Officer
Prior to joining Hilton Capital O’Neill forged a 20-year track record leading businesses on the sell side of the industry. At Rafferty Capital Markets he oversaw Institutional Equity Research, Sales, and Trading, and later opened their highly successful Prime Brokerage business. Earlier in his career, O’Neill worked his way up from Equity Option Trader to Partner and Senior Market Maker and Risk Manager for top option specialist firm CDM (an American Stock Exchange member). O’Neill graduated from Hobart College with a B.S. in Economics.
oneillc@hiltoncm.com
Alexander Oxenham, CFA
Partner & Co-Chief Investment Officer
Alexander Oxenham, CFA
Partner & Co-Chief Investment Officer
Portfolio Management Team: Tactical Income, Dividend & Yield, Small & Mid Cap Opportunities
Alex Oxenham joined Hilton Capital in 2011 from HSBC Private Bank in New York where he was a Senior Portfolio Manager and Voting Member on the HSBC Private Bank Investment Policy Committee for the Americas region.
Prior to HSBC, Oxenham worked in portfolio management for Mercantile Bankshares, Bankers Trust Alex Brown/Brown Advisory, and Bank of America. Oxenham holds a B.S. in International Business from the University of Maryland, an MBA in Finance from American University, and is a CFA charterholder. Oxenham is also a CFA Institute member and a member of the New York Society of Security Analysts.
oxenhama@hiltoncm.com
Timothy Reilly
President
Timothy Reilly
President
Tim Reilly joined Hilton Capital in 2017. In addition to his work as a portfolio manager, Reilly focuses on a range of strategic business and risk management initiatives. Prior to joining Hilton Capital, Reilly was a Managing Director at Bank of America, where he oversaw the Global Convertible Sales and Trading business and later, led U.S. Research Sales.
Prior to his tenure at Bank of America, Reilly was a Managing Director at Goldman Sachs, where he managed their U.S. Convertible Trading business. Reilly graduated from Harvard University with a B.S. in Economics.
reillyt@hiltoncm.com
Thomas B. Maher
Portfolio Manager
Thomas B. Maher
Portfolio Manager
Portfolio Management Team: Small & Mid Cap Opportunities, Tactical Income and Dividend & Yield
Tom Maher joined Hilton Capital to launch the Small & Mid Cap Opportunities Strategy in 2019. Prior to joining the firm, he was the portfolio manager of the smid cap, small cap, and micro cap value equity strategies for Lord Abbett. Maher began his investment career in 1989 and worked at several high profile firms such as Lynch & Mayer, Inc., Centurion Investment Group, L.P., and Invesco where he developed an early expertise in technology research.
Maher received a B.S. from Georgetown University and an MBA from New York University.
mahert@hiltoncm.com
Hannah Baade
Equity Analyst
Hannah Baade
Equity Analyst
Hannah Baade joined Hilton Capital in 2021 and is responsible for Hilton Capital's research efforts supporting the portfolio managers across all strategies. Baade works closely with Alex Oxenham and Tom Maher in analyzing and monitoring the Hilton coverage universe of names.
Prior to joining the firm, Baade was an Equity Research Analyst at D.A. Davidson in Portland, OR. During her tenure there, she covered companies in security software, healthcare IT, and the semiconductor sectors as an associate and later as an analyst. Baade is a graduate of the University of Portland with a B.A. in Economics.
baadeh@hiltoncm.com
Suzanne Casey
Managing Director, Head of Sales and Distribution
Suzanne Casey
Managing Director, Head of Sales and Distribution
Suzanne Casey joined Hilton Capital Management, LLC in October 2021. Casey has had a successful career spearheading sales and distribution efforts for some of Wall Street's most respected firms. Before joining Hilton, she led Vanguard's Financial Advisor Services sales efforts in the Northeast. Prior to Vanguard, Suzanne worked at J.P. Morgan Asset Management marketing mutual funds, exchange traded funds, and separately managed accounts. Before that, she was Director of Investments and Wealth Management at Merrill Lynch where she led a team of 20 wealth management and retirement specialists. She spent a large portion of her career at Goldman Sachs where her positions included various sales and leadership roles. Ms. Casey earned a B.A. from the University of Vermont and holds Series 6, 7, 24, 63, and 65 licenses.
caseys@hiltoncm.com
Hugh Ansty, CFA
Managing Director, Head of National Accounts
Hugh Ansty, CFA
Managing Director, Head of National Accounts
Hugh Ansty joined Hilton Capital Management, LLC in March 2022. As Head of National Accounts, he leads Hilton’s initiative to develop, maintain, and deepen relationships with national firms.
Prior to joining Hilton, Ansty was a Managing Director at BlackRock. Over his twenty plus year career he served in a variety of senior roles including Team Leader RIA, National Sales Manager Private Banking, and Head of America’s High Net Worth. Before joining BlackRock Ansty held sales positions at Pioneer Investments and Evergreen Investments.
Ansty is active in his community, volunteering for a variety of charity organizations. He is a former board member of the NY American Cancer Society Northeast Division and is an ongoing partner with the Financial Services Cares Gala.
Ansty is a graduate of William & Mary, a CFA charterholder, and a Series 6,7, 24, 63, and 64 license holder.
anstyh@hiltoncm.com
Jason W. Andersen
Regional Director - West Coast
Jason W. Andersen
Regional Director - West Coast
Jason W. Andersen joined Hilton in September 2022 from New York Life Investments, where he was Regional Vice President and Senior Advisor responsible for strategic territory management for Los Angeles and Orange County. Andersen covered advisor channels and firms in the region (as well as in the PNW) and built a successful track record in financial products, including mutual funds, ETFs, and LPs, across all asset classes. Over his 14 years in the industry, Andersen also held prior leadership roles at Protective Life, Schroders, and Metlife. He earned a Bachelor of Arts degree in Social Ecology & Business Management from the University of California, Irvine, and is a Series 6, 7, and 63 license holder.
andersenj@hiltoncm.com
Patrick Carroll
Regional Director - Metro NY and NJ
Patrick Carroll
Regional Director - Metro NY and NJ
Patrick Carroll joined Hilton Capital in April 2022. Prior to working at Hilton, Carroll was VP, Investment Consultant at John Hancock Investment Management, where he covered John Hancock Mutual Funds, ETFs, SMAs, and other products throughout Long Island and Northern New Jersey.
Carroll’s prior sales leadership positions include Investment Management Consultant at BlackRock Asset Management for Long Island, Connecticut, and Westchester County territories. He also served as VP, Sales Director at Legg Mason Asset Management for parts of New York and Connecticut.
Carroll studied Business Administration/Management at Iona College and is a Series 7, 63, and 65 license holder.
carrollp@hiltoncm.com
Nick Corsanico, CIMA®
Regional Director - Mid Atlantic
Nick Corsanico, CIMA®
Regional Director - Mid Atlantic
Nick Corsanico joined Hilton Capital in 2020 from Archer, where he led efforts in business development and built new relationships with large, global asset managers. Corsanico provides dedicated sales and marketing support to Hilton clients. Corsanico also held prior roles at Envestnet and Lockwood Advisors and has an extensive background in TAMP, RIA and broker dealer channels. Corsanico earned a Bachelor of Science degree in Business Administration and Finance from Widener University in Chester, PA. Corsanico holds the Certified Investment Management Analyst (CIMA®) designation and has more than 16 years of financial services experience.
corsanicon@hiltoncm.com
David Jennings
Director, Institutional Sales
David Jennings
Director, Institutional Sales
David Jennings is a Director at Hilton who joined the firm in 2010 assuming a role in the sales / marketing / distribution and client service management functions of Hilton. He has enjoyed an extensive career in the investment management business, holding positions with Scudder Stevens and Clark, Bankers Trust Company (Co-Head, Client Service), Citicorp Investment Management (Head of Sales and Marketing), Westwood Management (Partner), Newbolds Asset Management (President), and Cramer Rosenthal McGlynn (Vice Chairman). Jennings holds a B.S. from Rider University and attended Baruch University, CUNY. He is a former 20-year Trustee of The Professional Children's School in New York.
jenningsd@hiltoncm.com
Kevin McCarthy
Director
Kevin McCarthy
Director
Kevin McCarthy joined Hilton Capital in 2012 and is involved in the Sales and Marketing functions for Hilton. McCarthy has had an extensive career within brokerage and the investment management businesses holding positions at GFI Group (VP, MD of Research Sales), Fleet Institutional Trading Services (VP, Senior Equity Trader), Ashland Management (VP, Equity Portfolio Manager), and M&M Securities Inc. (General Partner). McCarthy holds a BBA from Pace University.
mccarthyk@hiltoncm.com
Andrew Molloy
Regional Director - New England
Andrew Molloy
Regional Director - New England
Andrew Molloy joined Hilton Capital as Director of Marketing in 2014, where he oversees the firm's marketing, sales, and communications efforts. Prior to joining Hilton Capital, Molloy ran Business Development and Operations for Quality Capital Management U.S., LLC, the North American affiliate of a UK-based global-macro hedge fund manager. For more than ten years at the outset of his career, Molloy held positions of increasing responsibility within the sales and investor relations functions of WCM, LLC, a multi-billion dollar hedge fund investment group. Molloy graduated from Fairfield University with a B.A. in American Studies.
molloya@hiltoncm.com
Eric M. O’Reilly
Regional Director - Midwest
Eric M. O’Reilly
Regional Director - Midwest
Eric M. O’Reilly joined Hilton in September 2022 from Calamos Investments, where he finished his 16-year tenure at the firm as Vice President and Investment Consultant. His most recent responsibilities included leadership roles in sales, business development, and training in the Texas region. While at Calamos, O’Reilly built a successful sales track record across Midwest, and Northeast. His expertise covers convertible bonds, small/mid-cap, international/emerging markets, and other fixed income instruments. O’Reilly earned a Bachelor of Science degree in Business Administration from Northern Illinois University and is a Series 6, 7, and 63 license holder.
oreillye@hiltoncm.com
Deborah Ohl
Vice President, Internal Sales and Marketing
Deborah Ohl
Vice President, Internal Sales and Marketing
Deborah Ohl joined Hilton Capital in 2017 assuming a role in Marketing and Client service. Prior to retiring in 2009, Ohl was an Equity Portfolio Manager at The Boston Company Asset Management. Prior to TBCAM Ohl worked at Ashland Management holding various positions in client service and equity portfolio management. Ohl received a B.S. in Economics from St. Lawrence University.
ohld@hiltoncm.com
Michael Younan
Internal Sales
Michael Younan
Internal Sales
Mike Younan joined Hilton Capital in September 2022 from Wall Street powerhouses Fidelity Investments and Equitable Advisors. While at his previous employers Younan served as a Financial Advisor assisting clients in the development and execution of investment and insurance strategies. Younan earned a Bachelor of Business Administration in Finance and Investments with a minor in Business Law from Baruch College. He is also an SIE(r), LAH, Series 7 and 66 license holder.
younanm@hiltoncm.com
Lorraine Bowman
VP, Operations & Trading
Lorraine Bowman
VP, Operations & Trading
Lorraine A. Bowman joined Hilton Capital in June 2022 after serving as Head of Operations and Compliance at New York-based futures broker Newgate Global Markets, LLC. While there, she managed all NYS and regulatory filings, banking, insurance, and technology requirements and coordinated new client onboarding. Bowman previously worked at Davidson Kemper Capital Management, LLC, where she spent nine years perfecting her trading expertise, including in spread set-ups and unwinds, short sales, and equity swaps. She earned a Bachelor of Arts in English and a minor in Public Relations from the State University of New York, College at Geneseo.
bowmanl@hiltoncm.com
Kate DeAngelo
VP, Operations
Kate DeAngelo
VP, Operations
Kate DeAngelo is Vice President of Operations at Hilton Capital. She is a graduate of the University of Pennsylvania with a B.S. degree in Economics. Ms. DeAngelo started at Lebenthal & Co., LLC as a sales and trading assistant. She has completed a Management Program at Chemical Bank. DeAngelo was a Vice President of Sales & Marketing at Chase.
deangelok@hiltoncm.com
Lance Friedler
General Counsel & Chief Compliance Officer
Lance Friedler
General Counsel & Chief Compliance Officer
Lance Friedler is the General Counsel & Chief Compliance Officer of Hilton Capital. Friedler has over 20 years of experience advising on regulatory and compliance matters for investment managers and broker-dealers. Friedler joined Hilton after 20 years of practicing law in several law firms and acting as General Counsel and Chief Compliance Officer of a large hedge fund. Friedler has significant experience advising on the formation, structuring, management, and operation of registered investment advisers and broker-dealers. Friedler regularly advised investment managers, broker-dealers, commodity pool operators and commodity trading advisors on registration and ongoing compliance issues with all applicable regulators. Friedler is also an expert in structuring and forming private investment funds of all types and strategies (including hedge funds, private equity funds, and venture capital funds), as well as separately managed accounts. Friedler received his Bachelor of Science degree in Economics from Oneonta State College and his Juris Doctor degree, cum laude, from New York Law School. He is admitted to the State Bar of New York.
friedlerl@hiltoncm.com
Cameron Heaney
Vice President, Operations
Cameron Heaney
Vice President, Operations
Cameron Heaney is a graduate of The State University of New York at Stony Brook with a B.S. in Business Management. Heaney started his career at Chapdelaine & Co. as an operations analyst and went on to work at Tullett Prebon and later Rafferty Capital Markets, LLC where he ran the operations department.
heaneyc@hiltoncm.com
Shari James
Chief Financial Officer
Shari James
Chief Financial Officer
Shari James is the Chief Financial Officer for Hilton Capital. She has held senior finance and accounting positions in both the public and private sectors. James most recently served as the Chief Deputy Comptroller of Nassau County. Her prior experience includes roles at J.P. Morgan Chase, City of Long Beach, Bloomberg L.P. and PricewaterhouseCoopers. James graduated from St. John's University with a B.S. in Finance.
jamess@hiltoncm.com
Barbara Martens
Chief Operating Officer
Barbara Martens
Chief Operating Officer
Barbara Martens is Chief Operating Officer for Hilton Capital. She was integral in the company's formation and currently oversees all areas of regulatory compliance. Prior to Hilton Capital, Martens was employed by Glass Capital Management and Glass, Sanders, Smith & Miller, both branches of Royal Alliance Associates. Martens is a graduate of Iona College with a B.S. in Political Science.
martensb@hiltoncm.com
Sean McDermott
Vice President, Trading
Sean McDermott
Vice President, Trading
Prior to joining Hilton Capital, Sean McDermott was a Managing Director and head of Evercore ISI Healthcare Trading. He has over 10 years of experience in sales and trading. McDermott graduated from Duke University with a degree in Political Science and Markets & Management. He has spent his career at ISI and Evercore ISI. He was a sales trader the first six years covering many dedicated healthcare hedge funds, then trading the healthcare pad the last 4 years.
mcdermotts@hiltoncm.com
Contact the Hilton team for corporate, media, or conference engagements.
Founder & Co-Chief Investment Officer
Portfolio Management Team: Tactical Income
Prior to founding Hilton Capital, Bill Garvey spent 30 years with some of Wall Street’s leading firms in the commodities and fixed income markets. It was during this period that Garvey developed his unique approach to building wealth by coordinating risk management with opportunistic income generation. It was to become the guiding principle for Hilton’s investment philosophy.
Garvey’s earlier experience included establishing a fixed income investment advisory business at Ashland Management, where he served as Head of Portfolio Management. Garvey was also affiliated with Lehman Brothers, Bache and Co., Dean Witter, and was a founding partner of William J. Garvey and Co., a member firm of the COMEX. Mr. Garvey earned a BS from Fairfield University.
CEO
Prior to joining Hilton Capital O’Neill forged a [20-year] track record leading businesses on the sell side of the industry. At Rafferty Capital Markets he oversaw Institutional Equity Research, Sales, and Trading, and later opened their highly successful Prime Brokerage business. Earlier in his career, O’Neill worked his way up from equity option trader to partner and Senior Market Maker and Risk Manager for top option specialist firm CDM (an American Stock Exchange member). O’Neill graduated from Hobart College with a B.S. in Economics.
Partner & Co-Chief Investment Officer
Portfolio Management Team: Tactical Income, Dividend & Yield, Small & Mid Cap Opportunities
Alex Oxenham joined Hilton Capital in 2011 from HSBC Private Bank in New York where he was a Senior Portfolio Manager and Voting Member on the HSBC Private Bank Investment Policy committee for the Americas region.
Prior to HSBC, Oxenham worked in portfolio management for Mercantile Bankshares, Bankers Trust Alex Brown / Brown Advisory, and Bank of America. Oxenham holds a B.S. in International Business from the University of Maryland, an M.B.A. in Finance from American University, and is a CFA charter holder. Oxenham is also a member of the CFA Institute and the New York Society of Security Analysts.
President
Portfolio Management Team: Efficient Tactical Income
Tim Reilly joined Hilton Capital in 2017. In addition to his work as a portfolio manager, Reilly focuses on a range of strategic business and risk management initiatives. Prior to joining Hilton Capital, Reilly was a Managing Director at Bank of America, where he oversaw the Global Convertible Sales and Trading business and later, led U.S. Research Sales.
Prior to his tenure at Bank of America, Reilly was a Managing Director at Goldman Sachs, where he managed their U.S. Convertible Trading business. Reilly graduated from Harvard University with a B.S. in Economics.
PORTFOLIO MANAGER
Portfolio Management Team: Small & Mid Cap Opportunities
Tom Maher joined Hilton Capital to launch the Small and Mid Cap Opportunities Strategy in 2019. Prior to joining the firm, he was the portfolio manager of the SMid Cap, Small Cap, and Mid Cap value equity strategies for Lord Abbett. Maher began his investment career in 1989 and worked at several high-profile firms such as Lynch & Mayer, Inc., Centurion Investment Group, L.P., and Invesco where he developed an early expertise in technology research.
Maher received a BS from Georgetown University and an MBA from New York University.
Equity Analyst
Hannah Baade joined Hilton Capital Management in 2021 and is responsible for the Hilton research efforts supporting the portfolio managers across all strategies. Baade works closely with Alex Oxenham and Tom Maher in analyzing and monitoring the Hilton coverage universe of names. She is also a member of the investment committee.
Prior to joining Hilton Baade was an Equity Research Analyst at D.A. Davidson in Portland, OR. During her tenure there, she covered companies in security software, healthcare IT, and the semiconductor sectors as an associate and later as an analyst. Baade is a graduate of the University of Portland with a B.A. in Economics.
Managing Director, Head of Sales and Distribution
Ms. Casey joined Hilton Capital Management, LLC in October 2021. Casey has had a successful career spearheading sales and distribution efforts for some of Wall Street's most respected firms. Before joining Hilton, she led Vanguard"s Financial Advisor Services sales efforts in the Northeast. Prior to Vanguard Suzanne worked at J.P. Morgan Asset Management marketing mutual funds, exchange traded funds, and separately managed accounts. Before that, she was director of investments and wealth management at Merrill Lynch where she led a team of 20 wealth management and retirement specialists. She spent a large portion of her career at Goldman Sachs where her positions included various sales and leadership roles. Ms. Casey earned a B.A. from the University of Vermont and holds Series 6, 7, 24, 63, and 65 licenses.
Regional Director - New England
Mr. Molloy joined Hilton Capital Management, LLC as Director of Marketing in 2014, where he oversees the firm's marketing, sales and communications. Prior to joining Hilton Capital, Mr. Molloy ran Business Development and Operations for Quality Capital Management US, LLC, the North American affiliate of a UK-based global-macro hedge fund manager. For more than ten years at the outset of his career, Mr. Molloy held positions of increasing responsibility within the sales and investor relations functions of WCM, LLC, a multi-billion dollar hedge fund investment group. Mr. Molloy graduated from Fairfield University with a B.A. in American Studies.
Director, Institutional Sales
Mr. Jennings is a Director at Hilton who joined the firm in 2010 assuming a role in the sales / marketing / distribution and client service management functions of Hilton. He has enjoyed an extensive career in the investment management business, holding positions with Scudder Stevens and Clark, Bankers Trust Company (Co-Head Client Service), Citicorp Investment Management (Head of Sales and Marketing), Westwood Management (Partner), Newbolds Asset Management (President) and Cramer Rosenthal McGlynn (Vice Chairman). Mr. Jennings holds a B.S. from Rider University and attended Baruch University, CUNY. He is a former 20 year Trustee of The Professional Children's School in New York.
Director
Mr. McCarthy joined Hilton Capital Management, LLC in June of 2012 and is involved in the Sales and Marketing functions for Hilton. Mr. McCarthy has had an extensive career within brokerage and the investment management businesses holding positions at GFI Group (VP, MD of Research Sales), Fleet Institutional Trading Services (VP, Senior Equity Trader), Ashland Management (VP, Equity Portfolio Manager) and M&M Securities Inc. (General Partner). Mr. McCarthy holds a B.B.A. from Pace University.
Regional Director - AL, FL, LA, MS
Vice President, Internal Sales and Marketing
Regional Director - Mid Atlantic
Mr. Corsanico joined Hilton Capital Management, LCC in 2020 from Archer, where he led efforts in business development and built new relationships with large, global asset managers. Mr. Corsanico provides dedicated sales and marketing support to Hilton clients. Mr. Corsanico held prior roles at Envestnet and Lockwood Advisors and has an extensive background in TAMP, RIA and broker dealer channels. Mr. Corsanico earned a Bachelor of Science degree in Business Administration and Finance from Widener University in Chester, PA.Mr. Corsanico holds the Certified Investment Management Analyst (CIMA®) designation and has more than 16 years of financial services experience.
Senior Controller
Ms. James is the Chief Financial Officer for Hilton Capital Management, LLC. She has held senior finance and accounting positions in both the public and private sectors. Ms. James most recently served as the Chief Deputy Comptroller of Nassau County. Her prior experience includes roles at JP Morgan Chase, City of Long Beach, Bloomberg L.P. and PricewaterhouseCoopers. Ms. James graduated from St. Johns University with a B.S. in Finance.
Chief Compliance Officer
Ms. Martens is the Chief Compliance officer for Hilton Capital Management, LLC. She was integral in the Company's formation and currently oversees all areas of regulatory compliance. Prior to Hilton Capital, Ms. Martens was employed by Glass Capital Management and Glass, Sanders, Smith & Miller, both branches of Royal Alliance Associates. Ms. Martens is a graduate of Iona College with a B.S. in Political Science.
General Counsel
Mr. Friedler is the General Counsel of Hilton Capital Management, LLC. Mr. Friedler has over 20 years of experience advising on regulatory and compliance matters for investment managers and broker-dealers. Mr. Friedler joined Hilton after 20 years of practicing law in several law firms and acting as General Counsel and Chief Compliance Officer of a large hedge fund. Mr. Friedler has significant experience advising on the formation, structuring, management and operation of registered investment advisers and broker-dealers. Mr. Friedler regularly advised investment managers, broker-dealers, commodity pool operators and commodity trading advisors on registration and ongoing compliance issues with all applicable regulators. Mr. Friedler is also an expert in structuring and forming private investment funds of all types and strategies (including hedge funds, private equity funds and venture capital funds), as well as separately managed accounts. Mr. Friedler received his Bachelor of Science degree in economics from Oneonta State College and his Juris Doctor degree, cum laude, from New York Law School. He is admitted to the State Bar of New York.
Vice President, Operations
Cameron is a graduate of The State University of New York at Stony Brook with a BS in Business Management. Cameron started his career at Chapdelaine & Co. as an operations analyst and went on to work at Tullett Prebon and later Rafferty Capital Markets, LLC where he ran the operations department.
Vice President Of Operations
Vice President, Trading
