Betsy Cohen

Betsy has 50+ years experience running companies and investing across the capital markets.

Betsy is a creator of financial businesses with decades of experience in banking, real estate and financial law. Betsy was the second female law professor on the east coast, teaching antitrust law and government regulation of business at Rutgers University Law School. Later, she co-founded a Philadelphia law firm specializing in complex real estate and financial concerns.

In 1974, Betsy founded Jefferson Bank in Pennsylvania where she served continuously as Chairman and CEO. In 1999, she founded The Bancorp, an FDIC-insured virtual bank providing services to thousands of fintech companies, including Paypal, where she served as the CEO for 15 years.

Betsy is the recipient of numerous awards, including being named a 2022 Forbes Most Powerful Self-Made Woman and a leading female entrepreneur of the world by National Foundation for Women Business Owners. She has ranked in several years among the 25 outstanding Women Bankers and in 2009 was named by US Banker as one of 25 Women to Watch.

Betsy is affiliated with many corporate and non-profit boards, currently serving as Vice Chairman, Executive Committee member and Secretary of Asia Society; Founding Member of the Asia Society Policy Institute; Trustee of The Brookings Institute; Honorary Trustee of the Metropolitan Museum of Art; and Treasurer, Managing Director, and Finance Committee member of The Metropolitan Opera.

Betsy is a graduate of Bryn Mawr College and received a Juris Doctor degree from the University of Pennsylvania.

Co-Founder

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.

Daniel Cohen

Co-Founder

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.

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.

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.

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.

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.

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.

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).

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.

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.

Corinne Bortniker

Director

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.

Nathan Pontician

Associate

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.

Jeremy Kuiper

Advisor

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.