Meet Our Team

Carter McClelland is the Chairman of, and a Partner at, UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. McClelland most recently served as President of Bank of America New York Market and Chairman of Banc of America Securities. Previously he was President and Chief Executive Officer and member of the board of directors of Deutsche Bank North America. Mr. McClelland's Wall Street career spans more than 30 years,

Ted Smith is a Partner and co-founder of Union Square Advisors. Mr. Smith was previously a Managing Director at Credit Suisse First Boston, where he headed the global software investment banking practice in CSFB’s technology banking group. Prior to that he was Vice President and Head of Internet and Services investment banking for the Deutsche Morgan Grenfell technology group, as well as an early member of Morgan Stanley’s technology

Joe Josephson is a Partner at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Josephson was a Senior Partner at Lazard Freres focusing on cross-border transactions in the technology sector. Prior to joining Lazard, he was a Managing Director in Mergers & Acquisitions in both the CSFB Technology Group and the DMG Technology Group. He led execution teams on numerous high-profile transactions, and his clients included

Jim Parmelee is a Partner at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Parmelee most recently was a Managing Director at Credit Suisse First Boston, where he headed the global communications equipment equity research practice. Mr. Parmelee began his career in research in 1992 as the wireline telecom equipment analyst for The First Boston Corporation. From 1996 to 1998, he was the wireline telecom equipment

Stewart Barry is a Partner at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Barry was a Partner at ThinkEquity, where he was the head of the Media and Internet Group and Senior Equity Analyst. Mr. Barry has been regularly featured in technology sector coverage by the New York Times, the Wall Street Journal and CNBC, and he was awarded "Best of the Street" honors by the Wall Street Journal for his coverage of the

Elias Mendoza is currently a Partner at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Mendoza was Vice President and Global Head of Corporate Development at IBM. In this role at IBM, Mr. Mendoza led the organizations that identified, executed and integrated all acquisitions, investments and divestitures for the company on a worldwide basis. Prior to that, Mr. Mendoza spent three years as Managing Director for IBM's

Dean Riskas is a Partner at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Riskas was Managing Director and President, North America of TriplePoint Capital, where he leveraged long relationships with top-tier venture capitalists in Silicon Valley to originate and manage a several hundred million dollar portfolio of venture loans and leases. Prior to TriplePoint Capital, Mr. Riskas founded Atherton Vista Capital, where he

Seihun Kong is a Managing Director at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Kong was a Principal in the software investment banking group at Banc of America Securities, where he advised and financed companies such as CA, EMC, KKR, Symantec, TIBCO Software, VMware and Websense, among others. Prior to BofA, Mr. Kong spent over eight years as an equity research analyst at Alex. Brown and ThinkEquity

Luke Winter is a Director at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Winter was Founder and Partner at Green Street Partners ("GSP"), an advisory and private equity firm focused on emerging consumer products and technology companies. While at GSP Mr. Winter advised on M&A and also served in an operating capacity at certain portfolio companies. Prior to GSP, Mr. Winter spent 10 years as an investment banker

Jace Kowalzyk is a Director at UNION SQUARE ADVISORS. Mr. Kowalzyk has over eleven years of Technology Mergers and Acquisitions advisory experience and has focused much of his career on covering the communication equipment and software industries. Prior to joining Union Square Advisors, Mr. Kowalzyk was a Director in the Technology M&A group at ThinkEquity Partners. Prior to ThinkEquity, Mr. Kowalzyk was Vice President in the

Dennis Arcilla is the Chief Administrative Officer and Chief Compliance Officer at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Arcilla was Founder and Managing Partner with Saddlebrook Partners,

Phillip Kim is a Vice President at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Kim worked as an Associate in the M&A Group at Greenhill & Co., as an Analyst and then an Associate in the Asia Technology and Korea Coverage Groups at Lehman Brothers, and as an Analyst in the Financial Institutions Group of Deutsche Banc Alex. Brown. Mr. Kim has six years of investment banking experience and has advised clients

Andre Fankhauser is a Vice President at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Fankhauser was a Vice President at Allen & Company LLC where he spent six years focusing on Internet, media and gaming companies. Mr. Fankhauser has extensive transaction experience including buy-side, sell-side, and private capital raise assignments, helping clients raise over $2 billion in growth capital. Earlier in his career, Mr.

Swetha Balasubramanian is an Associate at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Ms. Balasubramanian worked for Bank of America Merrill Lynch as an Investment Banking Associate in the Technology, Media and Telecom (TMT) group, where she executed a wide range of M&A, debt and equity transactions. Previously, Ms. Balasubramanian was a Summer Associate at Banc of America Securities, working

Nate Hennings is an Associate at UNION SQUARE ADVISORS. Mr. Hennings has eight years of investment banking, private equity, and startup experience in the Internet sector. Prior to joining Union Square Advisors, Nate worked in the Investment Banking Division at ThinkEquity LLC, where he executed a range of M&A and equity transactions for clients in the Internet, mobile, and gaming sectors. Previously, Nate was the Co-Founder of

Jason Schifman is an Associate at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Schifman worked as an Analyst in the Technology, Media and Telecom group at Credit Suisse. Mr. Schifman graduated magna cum laude with a B.A. in Economics and International Relations from the University of Pennsylvania. He is a native of Tarrytown, New York, and is the author of 20 Second Timeout: Trivia for the Ultimate Knicks Fan.

William Andereck is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Andereck interned at Franklin Templeton Investments, Morgan Stanley and Union Square Advisors. Mr. Andereck graduated with a B.A. in Economics and History from Vanderbilt University, where he was a member of the University club soccer team. He is a native of San Francisco, California, and has a working knowledge of Spanish.

Aneal Vallurupalli is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Vallurupalli interned at Ernst & Young and Union Square Advisors. Mr. Vallurupalli graduated with a B.S. in Finance from Santa Clara University, where he was a member of the Division I tennis team. He is a native of Dallas, Texas, and has a working knowledge of Spanish and Telugu.

Alexandre Aptekman is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Aptekman worked as an Analyst in the Global Investment Banking Division at the Bank of America Merrill Lynch and interned with J.P. Morgan Chase in Hong Kong. Mr. Aptekman graduated on the Dean's List with Distinction from York University's Schulich School of Business with an Honors B.B.A. in Finance, where he was President of the Business Law Association. He is a native of Chernovtsy, Ukraine and is fluent in Russian.

Hasan Kazi is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Kazi worked as an Analyst in the Financial Institutions group at Barclays Capital. Previously, Mr. Kazi was an Analyst at MSCI. Mr. Kazi graduated cum laude with an A.B. in Economics and Peace and Conflict Studies from Colgate University where he captained the university squash team. He is a native of Karachi, Pakistan and is fluent in Urdu.

Rachel Blum is an Analyst at UNION SQUARE ADVISORS. Prior to her internship at Union Square Advisors, Ms. Blum was selected for DukeEngage in Tanzania, an international service project in partnership with local teachers to increase literacy rates among elementary students. Ms. Blum graduated with Distinction and cum laude honors from Duke University with a B.S. in Economics and Mathematics minor. She is a native of Hilton Head Island, South Carolina.

Samir Remtulla is an Analyst at UNION SQUARE ADVISORS. Prior to joining Union Square Advisors, Mr. Remtulla worked at Imperial Capital Group Limited in Toronto. Mr. Remtulla graduated as an Ivey Scholar from the Richard Ivey School of Business, where he completed a Certificate in Entrepreneurship in addition to publishing a case based on exchange traded funds. He is a native of Toronto, Canada.