Read about
the launch of
Cohen Circle logo

Meet Cohen Circle

Our team has decades of experience founding, operating, and investing in innovative companies.


We offer support and an unparalleled network and expertise at all stages of the investment process. We'll bring the right people to the table every time.


Our team has decades of experience in finance and banking, which is why we're often called The OGs of FinTech.


We see opportunities where others don't. We spend a lot of time thinking about the 'negative space,' or spaces that are not being served today, and find ways to serve them.
Betsy Cohen
Betsy has 50+ years experience running companies and investing across the capital markets. She founded three banks, including the Bancorp, where she was CEO for 15 years before founding Cohen Circle to support the next generation of fintech leaders.
Read more
Daniel Cohen
Daniel is the co-founder of Cohen Circle and The Bancorp. He has over 20 years of experience as an operator and investor. Daniel also founded Cohen & Company, an asset manager with $2.2 billion of AUM.
Read more
Amanda Abrams
Chief Executive Officer
Amanda is the CEO of Cohen Circle and joined the team from CardConnect after she and the Cohens took the integrated payments company public in 2016. She has 15+ years’ experience as an investor, operator, advisor, and lawyer with companies in both the public and private sectors.
Read more
Mehar Jagota
General Counsel & Chief Operating Officer
Mehar oversees all legal and operational matters across Cohen Circle. Mehar began his legal career as a corporate associate at Skadden, Arps, Slate, Meagher & Flom LLP and has also worked at Morgan, Lewis & Bockius LLP.
Read more
Max Smeal
Head of Finance
Max oversees all finance and reporting matters across Cohen Circle. Previously, Max was a Director in Deal Advisory at KPMG LLP, having spent more than 9 years with the Big-4 Accounting firm.
Read more
Dina Lyon
Chief Marketing Officer
Dina leads all marketing and brand efforts at Cohen Circle. Previously, she built out GTM strategies at high-growth technology start-ups and managed media relations across hundreds of national publications.
Read more
Sheldon Sussman
Head of Europe
Sheldon has been an investor and operator of fintech/financial services businesses for 30+ years with senior investment roles at Elliott and TowerBrook Capital, and Board Member/CEO overseeing financial markets and asset management at Rabobank.
Read more
Dan Long
Managing Director - Venture Growth
Dan leads growth investments at Cohen Circle. He has been an investor and fintech founder for over 18 years with roles at Barclays Capital, Resource America, and PeerIQ (which was acquired by CrossRiver Bank).
Read more
Jeffrey Blomstrom
Managing Director
Jeff focuses on alternative investment strategies and deal structuring at Cohen Circle. Previously, he co-founded a $10bn asset management platform and founded numerous companies during his time at Resource America.
Read more
Shami Patel
Managing Director
Shami is involved in all aspects of Cohen Circle with a focus on origination. He has served as a senior executive and board member of a number of public and private financial services companies working with Betsy and Daniel Cohen for over 25 years.
Read more
Corinne Bortniker
Corinne joined Cohen Circle from Wells Fargo Securities, where she was a Vice President focused on technology equity capital markets. Corinne has extensive experience executing equity transactions, raising capital for private and public companies.
Read more
Nathan Pontician
Nate supports various businesses at Cohen Circle, including venture and SPAC deals. Prior to Cohen Circle, Nate was at UBS where he worked on numerous SPAC M&A, public capital market, and private financing transactions.
Read more
Jeremy Kuiper
Jeremy Kuiper heads up Enterprise Development within Pathward, which includes Enterprise Revenue Development and Innovation, Emerging Markets, Enterprise Relationships and Pathward Ventures, the investment arm of Pathward.
Read more
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram