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TeamCorporate Finance Generalists
Capital Markets Specialists

Team Members

  • Reuben Daniels Founder / CEO

    Reuben is founder and Chief Executive Officer of EA Markets. In addition to his management responsibilities, he leads the firm’s client service activities.

    Prior to EA, Reuben served as Co-Head of U.S. Investment Banking with Barclays Capital, Managing Director with Deutsche Bank, Head of U.S. Corporate Swaps Marketing with J.P. Morgan, and he started his career as a senior consultant with Price Waterhouse.

    Reuben earned a Bachelor of Science from the Wharton School at the University of Pennsylvania. He is an active member of YPO and served for over 25 years as a Trustee of the board of Big Brothers Big Sisters of NYC. He lives in Miami with his wife and three children.

  • Robert Imershein President

    Robert is President of EA Markets. He leads the firm’s strategic initiatives, business development, and corporate management activities.

    Robert co-founded Capstar Partners, LLC, a market leading financial services firm specializing in leveraged leasing and structured financing solutions, which was acquired by BNP Paribas. He has worked in the financial industry for over 30 years, beginning his investment banking career with Bankers Trust. He has been Chairman of Melior Discovery and Managing Director and Partner at Loeb Enterprises. Prior to joining EA, he was President-North America and a Board Member for Karhoo Inc., a technology company in the transportation industry.

    Robert earned a Bachelor of Science degree in Industrial & Labor Relations from Cornell University and an MBA from the Harvard Business School.

  • Aashish Makkar Managing Director

    Aashish is responsible for strategic finance and credit rating advisory, capital markets transaction execution and developing new client relationships for EA Markets.

    Aashish began his investment banking career with Credit Suisse advising and assisting financial sponsor clients in accessing leveraged capital markets. He also held leveraged finance and capital markets advisory roles at UBS and Ondra Partners prior to joining EA.

    Aashish earned an MBA from the Fuqua School of Business at Duke University and a BE in Mechanical Engineering from Maharishi Dayanand University, India. He lives in New Jersey with his wife and two children.

  • Joe Hoban CFO / COO

    Joe leads the financial and business operations for EA Markets. He is responsible for the firm’s financial, administrative and regulatory matters, and he also serves as Financial & Operations Principal for the firm’s broker-dealer affiliate, EA Markets Securities LLC.

    Prior to joining EA, Joe was President at Multilateral Funding International (MFI), a boutique investment bank focused on emerging markets. At MFI, Joe managed all activities of the investment banking, asset management and brokerage businesses. Joe began his career supporting investment and transaction execution activities for a private family office.

    Joe earned a Bachelor of Science from Georgetown University.

  • Jennifer Daniels Special Projects

    Jennifer is Chair of the Board of EA Markets. In addition to her strategic leadership responsibilities, she leads special project initiatives at the firm.

    Prior to EA, Jennifer began her diverse career with JP Morgan, taught English in Korea with Princeton-In-Asia, and then joined the high-yield bond sales team with Citigroup. Afterwards, Jennifer became a homemaker, raising three children and active in her community. She has served as a board member of Project Kesher for over 10-years, and she is involved in various entrepreneurial initiatives in real estate management, jewelry design & sales, and cooking & baking businesses.

    Jennifer earned her MBA from New York University’s Stern School of Business and her Bachelor of Arts in Sociology from Wesleyan University. She lives in New York City with her husband and three children.

  • Perla Bernstein Chief of Staff

    Perla manages EA's strategic and operational projects. She works closely with colleagues and leadership across the firm to provide meaningful synergy on internal and external communications and initiatives. Prior to joining EA, Perla worked in higher education holding posts at Columbia University, New York University, and Brooklyn Law School.

    Perla is a graduate of Teachers College, Columbia University and the University of Wisconsin-Madison.

  • Tyler Kerbis Vice President

    Tyler is a Vice President at EA Markets. He focuses on both EA’s corporate and sponsor practices and is experienced in various forms of financing activities. Prior to joining EA, Tyler worked on the International ETF desk at Bluefin Trading. He earned a Bachelor’s of Science from Cornell University.

  • Han Lee Vice President

    Han Lee is a Vice President at EA Markets. Prior to joining EA, Han worked at Imperial Capital where he gained sell-side experience across various industries in leveraged finance, capital markets, M&A, SPAC, and restructuring transactions.

    Han previously worked for Andersen and Vantage Point Advisors specializing in business valuation and working on a variety of projects including, fairness and solvency opinions, debt and convertible equity raise consultations, share-based compensation valuations, litigation support valuations, and purchase price allocations.

    Han received his B.S. in Business Administration from the University of Southern California.

  • Ayuj Saraf Associate

    Ayuj is an Associate at EA Markets. He supports EA’s corporate, sponsor, and asset finance practices and is experienced in financial transaction analysis and research. Ayuj joined EA after completing an internship with Needham & Company. Ayuj earned a Bachelor of Science from New York University's Stern School of Business.

  • Marc Verwiel Associate

    Marc is an Associate at EA Markets, supporting the firm’s corporate, sponsor, and asset finance practices. He is fluent in French and Dutch and well-versed in research and creative problem solving.

    Prior to joining the team as an analyst, Marc interned with EA. Marc earned a Bachelor of Arts degree in Physics and Economics from Colgate University.

  • Jack Griffin Analyst

    Jack is an Analyst at EA Markets, supporting EA's corporate and sponsor practices. Prior to joining EA, Jack worked at DBD Partners. Jack earned a Bachelor of Arts in Economics from the University of Chicago and was a member of the Varsity Football Team.

  • Gil H. Ha Senior Advisor

    Gil is a Senior Advisor at EA Markets, and he is responsible for expanding EA's relationships with large global companies. Gil has been an investment banker for over 30 years, advising his clients in a variety of industries on strategic matters, capital markets, joint ventures, and restructuring activity.

    Prior to EA, Gil held leadership positions at several major financial firms including Greenhill, Evercore, Rohatyn, Deutsche Bank, and Lazard in New York and London. He started his career as a senior consultant at Accenture. Gil is also an active private investor, particularly in early stage and growth companies.

    Gil earned an M.B.A. with honors from Columbia Business School in New York. He also received a B.S. in Electrical Engineering with Highest Distinction from Columbia University’s School of Engineering & Applied Science and a B.S. in Physics from Allegheny College, where he was elected to Phi Beta Kappa.

    Gil currently serves on the board of Human Rights First and lives in Connecticut with his family.

  • Dan Elron Senior Advisor

    Dan is a Senior Advisor at EA Markets, advising clients on how to better use technologies to improve their core strategies and business models. His expertise lies in the integration of business and technology strategy, especially as it pertains to initiatives that require large investments or acquisitions and enable new strategic capabilities.

    Dan spent most of his career in consulting, most recently with Accenture, where he supported key clients in diverse industries and helped direct the Firm's own strategy and technology decisions globally, as well as helping build its Innovation Architecture and drive its technology ecosystem. He has focused on the impact of technologies such as cloud and edge computing, AI and new computing platforms and devices on the business strategies of both customers and suppliers.

    Formerly, Dan led Accenture's Global Telecommunications Industry practice, and was the Information Technology Advisor for the World Economic Forum.

    In addition to his client work, Dan teaches executive programs at INSEAD in France and Singapore, and is the associate director of the Center for the Management of Information Technology at the University of Virginia, where he also teaches. Dan and his family reside in Charlottesville, Virginia; he frequently travels to Europe and Silicon Valley.

  • David Gilio Senior Advisor

    David is an Advisor to EA Markets, specializing in Private Equity Leveraged Finance Advisory practice.

    David spent over 7 years with BNP Paribas in the private equity leveraged finance business leading its effort in Technology, Media & Telecom financings. David began his career at Bank of America in mergers and acquisitions and over his 20 year career has held senior investment banking positions in financial sponsor coverage and leveraged finance having originated and executed over $35 billion in leveraged financings for private equity firms.

    David holds a BS in Accounting from CSU, Long Beach and an MBA in Finance from the University of Southern California Marshall School of Business.

  • Gene Ferraro Senior Advisor

    Gene is a Senior Advisor to EA Markets and supports the firm’s business development outreach to large corporates and financial sponsors.

    Gene has more than 40 years of experience in public accounting practice where he specialized in international and corporate taxation and tax matters pertaining to structured finance and private equity firms. Gene was the Partner in charge of the New York and U.S. International Tax practices of two major international accounting and consulting firms, respectively. He served for over 25 years in the New York office of a Big 4 firm, including 17 years as an international tax partner advising some of that firm’s largest clients. Gene also held a senior position with Capstar Partners where he advised on the tax and accounting aspects of leasing and asset-based financing strategies.

    Gene received a Bachelor of Arts from Fordham University and a Master of Business Administration from the New York University Graduate School of Business. He is a Certified Public Accountant (New York) and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Gene and his wife and children reside in Bergen County, New Jersey.

History

At the depths of the 2008 financial crisis, one of the largest companies in the world asked us to evaluate a capital markets financing. Having just left the large global banks, we did not fully appreciate what we could offer just by sitting on their side of the table.

As we reviewed the specific transaction, developed alternative strategies and applied institutional execution tactics, we realized that we could help them save an immense amount of time & money. Advocating exclusively for our client, being their Good Guy, was one of the most profoundly rewarding experiences of our careers, so we established ourselves as Execution Advisors (EA) to offer comprehensive and conflict-free capital markets expertise.

We believe that every company and financial sponsor in the world can benefit from our approach.

Learn About Our Difference

Difference

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