Team

Partners in Success.
Understand. Innovate. Execute.

Team

Partners in Success. Understand. Innovate. Execute.

Investment Banking Team

Operations Team

Kevin Phillips
Managing Partner
Kevin Phillips

Kevin is Managing Partner of PEI Global having launched the company in 2022. Kevin most recently served as Senior Managing Director and Global Co-Head of Power, Energy & Infrastructure at Cantor Fitzgerald. Kevin founded the Power, Utilities & Infrastructure team at Jefferies, where he served as Joint Global Head. Prior to Jefferies, Kevin was Managing Director in the Corporate Finance and Power & Utilities Groups at Bank of America Merrill Lynch, and a Vice President in the Restructuring Group at Lazard. He started on Wall Street in 2000 as an Associate in the famed Global Energy Group (the “Bayosphere”) at Credit Suisse First Boston. Prior to Wall Street, Kevin began his career as an Associate at Sullivan & Cromwell in New York. Kevin is a member of the Board of Visitors of the Georgetown University Law Center.

Areas of Expertise

 

Career

 

Education

John Bills
Partner
John Bills

John is a Partner of PEI Global, having joined at the launch of the practice in 2022. He was a Managing Director with the team at Cantor Fitzgerald and Jefferies. Prior to joining this team, he served in various leadership roles in M&A, Project Finance and Commodities in both coverage and execution of transactions at a number of Investment Banks, including: BNP Paribas, Credit Agricole, Barclays Capital, Merrill Lynch, Morgan Stanley and Credit Suisse. John served his country for five years as a Lieutenant in the U.S. Navy aboard a nuclear-powered submarine.

Areas of Expertise

 

Select Prior Transactions *

 

Career

 

Education

 

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Sky Fabian Schuyler “Sky” Fabian
Partner
<font class="skyfab-yes">Sky Fabian</font><font class="skyfab-no"> Schuyler “Sky” Fabian </font>

Sky is a Partner at PEI Global having joined at the launch of the practice in 2022. Sky most recently served as a Managing Director at Cantor Fitzgerald. Sky has worked with the team since 2014 where he served as a Senior Vice President at Jefferies. Prior to Jefferies, Sky worked as a Vice President in Global Power Investment Banking at Barclays where he began his career.

Areas of Expertise

 

Select Prior Transactions *

 

Career

 

Education

 

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Adil Sener
Partner
Adil Sener

Adil is a Partner of PEI Global, having joined at the launch of the practice in 2022. Adil most recently served as a Managing Director at Cantor Fitzgerald. Adil has worked with the team since 2015 where he served as a Vice President at Jefferies. Prior to Jefferies, Adil worked as a Principal at ICF International in their Energy Advisory and Solutions Group.

Areas of Expertise

 

Select Prior Transactions *

 

Career

 

Education

 

Publications

 

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Steve Harvey
Managing Director

Steve is a Managing Director with PEI Global, having joined at the launch of the practice in 2022. Steve was most recently an Executive Vice President with CSG Investments Inc., an affiliate of Beal Bank of Dallas, Texas where he led or participated in over $6 billion in primary and secondary market loan transactions over 18 years. Prior to CSG Investments, Steve worked in the power generation sector doing greenfield project development, M&A, Project Finance and commercial operations, most recently with NRG Energy as Executive Director/Business Development and before that with Smith Cogeneration, Inc. as Senior Vice President.

Select Prior Transactions *

 

Career

 

Education

 

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Karsten Schmitz
Managing Director

Karsten is a Managing Director with PEI Global, having joined the practice in October 2022. Karsten was most recently an Executive Director and Head of US Loan Syndications with ABN AMRO in New York where he led financings in the power, energy and infrastructure sectors. Prior to ABN AMRO, Karsten was a Director in Global Markets Loan Syndicate at BNP Paribas in New York with a focus on project and asset financings.

Areas of Expertise

 

Career

 

Education

 

Alex Heiman
Vice President
Alex Heiman

Alex is a Vice President at PEI Global having joined at the launch of the practice in 2022. Alex has worked with the team since 2015 in previous roles at Cantor Fitzgerald and Jefferies.

Select Prior Transactions *

 

Career

 

Education

 

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Taylor Palumbo
Vice President
Taylor Palumbo

Taylor is a Vice President at PEI Global having joined at the launch of the practice in 2022. Taylor has been with the team since 2017 in previous roles at Cantor Fitzgerald and Jefferies. Taylor has worked on a variety of M&A and financing transactions throughout his career.

 

Select Prior Transactions *

 

Career

 

Education

 

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Adam Y. Ren
Associate
Adam Y. Ren

Adam Ren is a Analyst at PEI Global having joined at the launch of the practice in 2022. Adam previously worked with the team at Cantor Fitzgerald.

Select Prior Transactions *

 

Career

 

Education

 

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Angad S. Dhamija
Associate
Angad S. Dhamija

Angad is an Analyst at PEI Global having joined at the launch of the practice in 2022. Angad previously worked with the team at Cantor Fitzgerald. Prior to Cantor, Angad was an Equity Research Associate at Jefferies.

Select Prior Transactions *

 

Education

 

Career

 

* Includes transactions completed during team’s tenure with previous employers, including Cantor Fitzgerald & Co., Jefferies LLC, and others

Raza Zoha
Analyst
Raza Zoha

Raza is an Analyst at PEI Global having joined at the launch of the practice in 2022. Prior to joining PEI, Raza was a Global Account Associate at Cutover, a fintech startup providing resiliency and workflow automation software to financial institutions.

Education

 

Career

Poorna Mujumdar
Analyst

Poorna is an Analyst at PEI Global having joined at the practice in April 2022. Poorna previously worked as a Power Markets Consultant at ICF in their Energy Advisory and Solutions Group.

Education

 

Career

Sam Plishtin
Analyst

Sam Plishtin is an Analyst at PEI Global having joined the firm in September 2022. Sam previously worked in Project Finance & Capital Markets at Valta Energy.

Education

 

Career

Charlie Little
Analyst
Charlie Little

Charlie is an Analyst at PEI Global having joined at the practice in July 2022.

Education

Yanis Guechtouli
Analyst
Yanis Guechtouli

Yanis is an Analyst at PEI Global having joined at the practice in July 2022.

Education

Beckett Richardson
Analyst

Beckett is an Analyst at PEI Global having joined the practice in September 2022.

Education

Benjamin Gray
Chief Compliance Officer

Benjamin is Chief Compliance Officer at PEI Global. Benjamin is also Chief Compliance Officer at ICR Capital Inc, an equity capital markets advisory firm. Benjamin has worked as a Chief Compliance Officer at a myriad of financial companies prior to PEI Global and ICR Capital, including Seidel & Shaw LLC, Dimension Capital Partners, XTF Capital Markets LLC, and more. Benjamin holds a Bachelor of Science in Accounting from Bryant University, along with FINRA licenses 4, 7, 9, 10, 14, 24, 53, 57, 62, 63, and 99.

Michael Stupay
Financial Operations Manager

Mr. Stupay is General Securities Principal and Financial Operations Manager at PEI Global. Since 1994, Mr. Stupay has been with Integrated Management Solutions as a Senior Managing Director and acts as a consultant to the financial services industry. Further, he serves as the Financial and Operations Principal of several securities broker-dealers. Additionally, Mr. Stupay is a co-founder and Managing Member of Integrated Investment Solutions LLC (“IIS”) since its organization during 2005. IIS provides consulting and administration services to the alternative investment community. He graduated from the University of Delaware with a Bachelor of Science Degree in Accounting, with Minor Studies in Computer Science and Finance. He became a Certified Public Accountant in 1982. From September 1992 to May 1994, Mr. Stupay was Vice President – Finance of HYM Financial, Inc., a multifaceted financial service organization, which included a national fixed income broker/dealer, a multistate mortgage banker, and a limited purpose trust company. Previously, he was controller of New Jersey Mortgage and Investment Corp., a group of financial service companies comprised of a regional mortgage banker and a national equipment lessor. Mr. Stupay was an audit manager and held various other positions at J. H. Cohn & Company, Public Accountants, from June 1980 through January 1992. During his tenure there, Mr. Stupay’s diversified clientele included financial services, investments, distribution, manufacturing, real estate, retail, construction, and service industries. Mr. Stupay serves as a member on the Stock Brokerage Committee and the Investment Management Committee of the New York State Society of Certified Public Accountants.

Christine DeVito
Operations Manager
Christine DeVito

Christine is the Operations Manager at PEI Global. She has over 30 years of experience in the Investment Banking and Finance industry. Prior to joining PEI Global, Christine worked at Cantor Fitzgerald, Jefferies and Bank of America Merrill Lynch.

Danielle Morales
Senior Executive Assistant
Danielle Morales

Danielle is a Senior Executive Assistant at PEI Global. She has over 20 years of experience in the Investment Banking industry. Prior to joining PEI Global, Danielle worked at Cantor Fitzgerald, Jefferies, Morgan Stanley, and JP Morgan Chase.