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
Director
Alex Heiman

Alex is a Director 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

Ari Katz
Vice President
Ari Katz

Ari is a Vice President at PEI Global, having joined the practice in May 2023. Ari was previously a Vice President in the Global Power, Utilities & Renewables group at Barclays Capital, where he began his investment banking career. Prior to Barclays Capital, Ari worked as a Principal at Rosenzweig & Company, a boutique executive search firm. Earlier in his career, he was a CFO at a textile startup and an underwriter at an export credit agency.
 

Select Prior Transactions *

 

Career

 

Education

 

* other employers

Mujtaba Warsi
Vice President
Mujtaba Warsi

Mujtaba is a Vice President at PEI Global, having joined the firm in March 2023. Prior to joining PEI, Mujtaba worked at Citigroup as a Senior Associate in the Power, Utilities and Renewables Investment Banking group. Mujtaba began his career at Citigroup in 2017 in the Debt Capital Markets group.

Select Prior Transactions *

 

Career

 

Education

 

* Other employers

Patricia Florescu
VP – Power Markets Strategy

Patricia is a Vice President of Power Markets, having joined the firm in 2023.

Career

 

Education

 

Angad S. Dhamija
Associate
Angad S. Dhamija

Angad is an Associate 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

Christian Jones
Associate
Christian Jones

Christian joined PEI Global in 2023 as an investment banking associate. Prior to joining PEI, Mr. Jones was an associate at Johnson Rice & Company where he worked on MD&A and Strategic Advisory transactions across the Energy sector – with a focus on upstream oil & gas.

Education

 

Poorna Mujumdar
Associate - Power Markets

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

Education

 

Career

Sam Plishtin
Associate

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

Education

 

Career

JP Hicke
Analyst

JP is an Analyst at PEI Global, having joined the practice in February 2024 after interning in Summer 2023. JP previously worked as a Project Finance Analyst at BNP Paribas in their Energy, Resources & Infrastructure transactions team covering EMEA.

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

Sri Krishna Sri Shankar
Analyst

Sri is an Analyst at PEI Global Partners, having joined the firm in July 2023.

Education

David Cook
Analyst

David is an Analyst at PEI Global, having joined the firm in July 2023.

Education

Devesh Datta
Analyst

Devesh is an Analyst at PEI Global, having joined the firm in July 2023.

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.

Kathy Sipinick
Financial and Operational Principal

Kathy is the Financial and Operational Principal at PEI Global, having joined in March of 2023. Kathy has been with Integrated Management Solutions as an Account Manager for over 26 years, and she serves as the Financial and Operations Principal of several other securities broker-dealers. Her FINRA licenses include the 7, 14, 24, 27, 28, 99.

Education

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.

Madyson Winters
Marketing & Origination Manager

Madyson is the Marketing & Origination Manager at PEI Global, having joined in November 2022.

Education

 

Abbey Parks
Executive Assistant

Abbey is the Executive Assistant at PEI Global, having joined the team in May 2023.

Education

Anna Ferjuste
Executive Assistant

Anna is the Executive Assistant at PEI Global, having joined in December 2023. Anna has 10 years of experience working in client relations. Her experience includes being the Owner Advisor at Tesla and the Mortgage Loan Originator at NFM Lending

Education

Savanna Munyan
Executive Assistant

Savanna is the Executive Assistant at PEI Global, having joined in May 2023.

Education