Media Contact: Jeanne A. Becker
Becker Public Relations
For Immediate Release
Miami Finance Forum Announces New Officers/Executive Board for 2018
Miami, FL – February XX, 2018 – The Miami Finance Forum (MFF), South Florida’s leading professional finance industry networking organization, is pleased to announce the election of the 2018 executive board which includes Gregory M. Santín as Chairman, Julie Neitzel as Vice Chairwoman, Raul A. Garcia as President, Jean-Pierre Trouillot as CFO/Treasurer, Casey Swercheck as Vice President, Richard Montes de Oca as Secretary and General Counsel, Nicholas Ferber as Chief Development Officer and James Varnadoe as Advisory Board Chairman.
Together, the elected leadership team brings deep experience from various key financial sectors that contribute toward the MFF’s mission of establishing Miami as South Florida’s global financial hub.
Santín is a Senior Lender, Commercial Real Estate – Florida with TD Bank, N.A. He is a commercial real estate and banking professional with over 25 years of transaction, business development, origination, portfolio management, structuring and restructuring experience for CRE, C&I and Private Banking loans.
Neitzel is a partner at WE Family Offices with more than 25 years of experience working extensively with entrepreneurs and wealthy families in areas including the acquisition and financing of closely-held businesses, real estate portfolio acquisition and management, investment capital management, estate planning, beneficiary mentoring and education.
Garcia is a principal in the financial services practice at Kaufman Rossin in Miami. He leads both audit and tax engagements for clients predominantly in the investment industry including hedge funds, private equity funds, registered investment advisors, and broker-dealers.
Trouillot, a partner in the Miami office of KPMG’s Deal Advisory practice, specializes in mergers and acquisitions, due diligence and financial strategic consulting assignments. For more than 20 years, he has been providing services to numerous buyout sponsors, lenders, venture capitalists, and other domestic and international clients.
Swercheck is Vice President at Capital Group and Capitala Investment Advisors. Capitala is a private equity investor and direct private lender focused on U.S. businesses in the lower-middle market. He is also active on the Boards of the Florida Venture Forum and the Association for Corporate Growth.
Montes de Oca is the founder and Managing Partner of MDO Partners, a boutique law firm that focuses on Corporate, International and Real Estate Law as well as Global Compliance and Business Ethics.
Ferber is Director Talent Acquisition with Integrated Dermatology Group. He has been a member of the Miami Finance Forum for the past nine years and has played a vital role in bringing high level people from Accounting, Finance, Law, and the Investment community together.
Varnadoe is the Managing Director of SGT Fund, where he is responsible for the overall development, business management, operations and growth of the Fund. He has been active in both the private equity and venture capital industries since 1988 as investor, financial advisor and legal counsel.
About Miami Finance Forum
The Miami Finance Forum is a not-for-profit membership organization comprised of professionals and executives from the world of finance, investment management, banking, commercial real estate, capital markets, private equity, venture capital, legal, accounting and related fields. MFF creates programing that fosters and supports the continued growth of Miami and the rest of South Florida as the premier network of finance and investment professionals. It is dedicated to expanding the knowledge base and professional practices of its members, while ensuring that the region continues to attract and retain its top talent. The MFF community has grown to over 6,400 professionals in all sub-segments of finance and includes startups, high-growth companies and entrepreneurs. For information, visit www.miamifinanceforum.com.