We have a team of seasoned professionals, each with unique experience and a specialized skill set.
Our team includes individuals with decades of experience investing in Global special situations, founding and operating businesses, and leading financial accounting, client service and marketing departments at investment management firms.
All of our employees have ownership or profits interests in Evermore and are investors in the Evermore Global Value Fund.
David Marcus
Co-Founder, CEO, CIO
Thomas O
Assistant Portfolio Manager
Matthew Epstein
Assistant Portfolio Manager
Brandon Senese
Senior Research Analyst
Jon Rizzo
Trader
Eric LeGoff
Co-Founder, President, COO
Bartholomew Tesoriero
CFO
Beijing He
VP – Operations
Roza Picciotto
Operations Director
Salvatore DiFranco
VP – Special Projects
Lily Simo
VP – Investor Services
Adam Ermanis
Managing Director, Sales
Crawford Morris
Sales Director
Karen Finneran
Administrative Assistant
David Marcus
Co-Founder, CEO, CIO
David E. Marcus is Co-Founder, Chief Executive Officer and Chief Investment Officer of Evermore Global Advisors, LLC. He co-founded the firm in 2009. David is portfolio manager of the Evermore Global Value Fund and our separate account portfolios.
Beginning his career in 1988 at Mutual Series Fund, where he was mentored by renowned value investor Michael Price, David rose to manage the Mutual European Fund and co-manage the Mutual Shares and Mutual Discovery Funds, representing over $14 billion in assets. He also served as director of European investments for Franklin Mutual Advisers, LLC.
In 2000, David founded Marcstone Capital Management, LP, a long-short Europe-focused equity manager, largely funded by Swedish financier Jan Stenbeck. After Mr. Stenbeck passed away in 2002, Mr. Marcus closed Marcstone, co-founded a family office for the Stenbeck family, and advised on the restructuring of a number of the public and private companies the family controlled.
David later founded and served as Managing Partner of MarCap Investors LP, which was seeded by Dan Stern of Reservoir Capital. At MarCap, Mr. Marcus managed a European small cap special situations fund from 2004 to 2009. At MarCap, David took large positions in small- and mid-cap companies, and, in a number of situations, took board seats to help set strategy and guide restructuring efforts.
David graduated from Northeastern University in 1988 with a B.S. in Business Administration and a concentration in Finance.
Thomas O
Assistant Portfolio Manager
Thomas O is a Assistant Portfolio Manager at Evermore Global Advisors, LLC. He joined the firm in 2012.
Tommy began his investment career in 2004 as an investment banking analyst in Citigroup Global Markets’ Global Industrial Group. At Citigroup, he analyzed and worked on a broad range of transactions. After leaving Citigroup in 2005, Tommy joined HSBC Capital (USA) Inc., a $1.5 billion private equity firm, as a Private Equity Associate. In 2008, he joined Amphor Capital Management LLC, an investment firm focused on alternative investments, as a Research Analyst. At Amphor, Tommy focused on deep value, event-driven public equity investments.
After leaving Amphor in 2010, Tommy became a Research Analyst on a four-person team at Presidia Capital LLC, a $400 million value-oriented hedge fund. At Presidia, he focused on Asian investment opportunities in the real estate, retail/consumer, gaming and hospital sectors.
Tommy graduated from the New York University Leonard N. School of Business in 2004 with a B.S. in both Finance and Accounting.
Matthew Epstein
Assistant Portfolio Manager
Matthew Epstein, CFA, is a Assistant Portfolio Manager at Evermore Global Advisors, LLC. He joined the firm in 2014.
Prior to joining Evermore, Matt spent eight years as a Research Analyst at the Huff Group, a value-oriented investment management firm located in New Jersey. At Huff, he invested in publicly traded securities across the capital structure and also had the opportunity to work on a number of private equity investments where he gained invaluable operating experience. Matt also brings to Evermore extensive credit analysis experience.
Matt graduated from New York University in 2005 with a B.S. in both Finance and International Business. He became a CFA Charterholder in 2009 and received his MBA from Columbia University in 2011.
Brandon Senese
Senior Research Analyst
Brandon Senese is a Senior Research Analyst at Evermore Global Advisors, LLC. He joined the firm in 2018.
Brandon began his career on Wall Street in 2003 as a Senior Research Assistant in Standard & Poor’s Corporate Credit Ratings group. In 2007, Brandon joined Cobalt Capital, a value-oriented hedge fund, where he invested in publicly traded securities across the capital structure. After leaving Cobalt in 2010, Brandon joined Citadel LLC where he worked as a research analyst covering industrials and materials equities for the firm’s PioneerPath Capital platform. In 2012, Brandon moved to Three Bridges Capital, a Europe focused equity hedge fund, where he served as a research analyst. Most recently, Brandon was a research analyst at YG Partners, a Tiger-seeded long/short equity hedge fund.
Brandon holds a B.A. in Economics from Dowling College and an M.B.A. from Columbia University, where he was a graduate of the business school’s Value Investing Program in 2007. Additionally, he became a CFA Charterholder in 2005.
Jon Rizzo
Trader
Jon Rizzo is a Trader at Evermore Global Advisors, LLC. He joined the firm in 2017.
Prior to joining Evermore, Jon was an Institutional Equity Trader at KCG Holdings, Inc. responsible for trading order flow of hedge funds, pension funds, endowments and other institutions, trading in US, Latin American, European and Asian markets. Jon also has several years’ experience working on back & middle office operations desks at KCG Holdings. Jon graduated in 2012 from Towson University with a B.S. in Business Administration with a concentration in Finance.
Eric LeGoff
Co-Founder, President, COO
Eric LeGoff is Co-Founder, President, and Chief Operating Officer of Evermore Global Advisors, LLC and Chief Executive Officer of Evermore Funds Trust.
Eric began his career in asset management at Mutual Series Fund, serving as Compliance Officer, Research Analyst and Senior Vice President of Operations from 1986 to 1997. There, Eric implemented the mutual fund industry’s first commercially available order management, pre-trade portfolio compliance and employee trade monitoring systems.
In 1988, with the backing of Michael Price, Mutual Series Fund’s renowned portfolio manager, Eric founded Compliance Solutions, Inc., which created the first pre-trade portfolio compliance and employee trade monitoring systems for the mutual fund industry in a joint venture with Merrin Financial, Inc. After leaving Mutual Series in 1997, he launched VIE Systems, Inc., a middleware software company, which he subsequently sold to New Era of Networks, Inc. in 1999.
Later in 1999, Eric co-founded and served as COO at Liquidnet Holdings, Inc. and Liquidnet Inc., a registered broker/dealer. In 2001, the firm launched the Liquidnet trading system, which allows large institutional buyers and sellers to anonymously negotiate and trade large blocks of equity securities globally. After leaving Liquidnet in 2007, Eric established Hawthorne Associates, a private equity consulting firm.
Eric graduated from Georgetown University in 1983 with a B.S.B.A. in Finance.
Bartholomew Tesoriero
CFO
Bartholomew Tesoriero, CPA, CGMA, is Chief Financial Officer of Evermore Global Advisors. He joined the firm in 2015.
Bart has more than 20 years of experience in the investment management business. He started his career as an auditor at Ernst and Young (“EY”) specializing in audit and tax engagements of registered investment companies. After leaving EY in 1988, Bart moved to Grant Thornton CPA’s (Successor to Spicer and Oppenheim L.P. ) where he was a Senior Audit Manager specializing in servicing clients in the hedge fund, investment companies, investment advisors and broker/dealer industry.
In 1993, Bart was a founding member (CFO/ CCO) of TQA Investors, LLC (a spin-off from Templeton Quantitative Advisors, LLC), which was a multi-strategy hedge fund specializing in convertible bond arbitrage, event arbitrage and distressed debt investing. In 2007, he became Chief Operating Officer of Axiom International Investors, LLC and was responsible for all financial and operational aspects of this global long/short and long-only equity registered investment adviser with AUM in excess of $14 billion. Products included international, global emerging markets, U.S. small cap and micro-cap strategies.
Bart graduated from Pace University with a Bachelor of BBA in Accounting (CPA preparation).
Beijing He
VP – Operations
Beijing He, CFA, is Vice President – Operations at Evermore Global Advisors, LLC. She joined the firm in 2012.
Beijing began her career in financial services as a software engineer at Bloomberg Financial Markets. In 1999, she moved to Bloomberg’s Hong Kong office where she took on a sales and account management role.
In 2003, Beijing joined Goldman Sachs in New York in its Global Operations and Asset Servicing division where she focused on corporate actions and proxy voting processing. In 2004, Beijing moved over to Goldman Sachs Asset Management’s Global Operations department where she worked on major projects, including process improvements for handling corporate actions and credit derivatives.
In 2007, Beijing moved into GSAM’s Client On-Boarding department where she was responsible for all aspects of bringing on separate accounts, including reviewing and vetting all operational and compliance requirements for each separate account.
Beijing received a B.S. in Management from Binghamton University and her MBA in Finance from the London Business School in 2002. Beijing is a CFA Charterholder.
Roza Picciotto
Operations Director
Roza Picciotto is an Operations Director at Evermore Global Advisors, LLC. She joined the firm in 2018.
Prior to joining Evermore, Roza spent nine years at Goldman Sachs Asset Management (GSAM), where she oversaw operational efficiency and administration of separate accounts and funds, which traded public and private equities, fixed income securities, currencies and derivative products. Specifically, Roza worked on establishing accounting and reporting standards for clients’ separate accounts, liaised with business partners to address client concerns, and acted as clients’ point of contact for any operational issues. In addition, Roza worked as part of a team providing compliance surveillance to the GSAM Fixed Income trading desk, including surveillance of fund and client guidelines, and applicable policies and procedures.
Roza graduated from New York University with a B.A. in Economics.
Salvatore DiFranco
VP – Special Projects
Salvatore DiFranco, who joined EGA at the firm’s inception as its Chief Financial Officer, is a certified public accountant (CPA). Earlier in his career, Sal was the managing partner of a firm that provided accounting, audit and tax services to the hedge fund community.
Sal was CFO at the investment firm EGS Partners, and then became an audit partner for the hedge funds practice at Ernst & Young.
Sal later served as CFO and COO at Reservoir Capital Management and, after that, at Marcstone Capital, the long-short European equity manager founded by David Marcus. Sal spent two years at International Fund Services as a managing director and was, most recently, CFO and COO at MarCap Investors from 2005 to 2009.
Sal’s responsibilities include working closely with Eric LeGoff, Bart Tesoriero and David Marcus on a variety of corporate strategic projects.
Sal received a B.B.A. in Accounting from St. Johns University and an MBA in Finance from Pace University. Sal is a CPA in New York and New Jersey.
Lily Simo
VP – Investor Services
Lily Simo is Vice President of Investor Services at Evermore Global Advisors, LLC. She joined the firm in 2009.
Lily began her career at Mutual Series Fund where she was head of shareholder servicing and the relationship manager for the funds’ third party transfer agent.
After the acquisition of Mutual Series by Franklin Resources, she became Vice President of Marketing for Franklin Mutual Advisers. From 2000 to 2003, Lily was Director of Operations and Client Services for Marcstone Capital Management, L.P. From 2003 to 2005, she served as Vice President of Investor Relations and Business Development at Axia Capital. Prior to joining Evermore, Lily was Vice President of Investor Relations and Business Development at MarCap Investors from 2005 through 2009.
Adam Ermanis
Managing Director, Sales
Adam Ermanis is Managing Director of Sales at Evermore Global Advisors, LLC. He joined the firm in 2012 with more than a decade of development and investment research experience. Adam is responsible for Evermore’s new business development, client relations, sales and marketing efforts with an emphasis on registered investment adviser, institutional and family office investors.
Before Evermore, Mr. Ermanis played a key role in the growth of two well-respected global equity focused investment management firms. At both Third Avenue Management and del Rey Global Investors, Adam’s roles included serving as client service portfolio manager in addition to his oversight of distribution and strategic partnership activities. A value investor at heart, Adam began his career in the late 90’s as an investment manager research analyst for the private wealth management division of Deutsche Banc Alex Brown.
Adam received a B.S. in Finance and a B.S. in International Business from the Robert H. Smith School of Business at the University of Maryland, College Park.
Crawford Morris
Sales Director
Crawford Morris is a Sales Director at Evermore Global Advisors, LLC. He joined the firm in 2016.
Prior to joining Evermore, Crawford attended Bucknell University, where he was captain and All American member of the Men’s Crew Team. In 2014, he gained value investing and buy-side experience across multiple sectors from Scopia Capital Management. Following graduation, Crawford completed the Tuck Business Bridge Program at the Tuck School of Business at Dartmouth.
Crawford graduated from Bucknell University in 2015 with a B.A. in Psychology.
Karen Finneran
Administrative Assistant
Karen Finneran is an Administrative Assistant at Evermore Global Advisors, LLC. She joined the firm in 2011.
Karen has many years of experience in the financial services industry. She began her career at Drexel Burnham Lambert, before moving in June 1987 to V Berg International, a London based commodities firm, to open its U.S. commodities trading office. At V Berg, she supported the Futures Hedging and Traffic desks. Subsequently, Karen worked as a commodities futures broker for Raynor Brokerage. She joinedSmith Barney in December 1996 as a trading assistant on the Mortgage Back Securities Desk and later moved to become a Repo Desk overnight trader. Karen then joined Archer Daniels Midland where she traded Cocoa futures for several years. After taking time off to raise a family, Karen joined Evermore.
Karen graduated from the University of Maryland, College Park in 1983 with a Bachelor of Arts.
References to other mutual funds should not be interpreted as an offer of these securities.