Dan leads venture investing and focuses on sourcing, underwriting, and managing SPAC opportunities.
Dan co-founded two fintech start-ups: PeerIQ (acquired by Cross River Bank) and ARTBLX. Previously, Dan served as Portfolio Manager of a Structured Credit fund at Resource America consisting of CLOs, residential and commercial mortgage-backed securities, and esoteric ABS. Prior to that Dan was a Proprietary Credit Trader at Barclays Capital in the Portfolio Management Trading Group where he held numerous positions including Head of CLO Proprietary Trading and Non-Agency Mortgage Trading.
Dan began his career in structured finance at Barclays Capital in Structured Funds Group issuing cash, synthetic, and hybrid structured product assets including CLOs, trust preferred, and ABS collateralized debt obligations.
Dan holds a dual B.A. in Mathematics and in Philosophy with dual honors from University of California, Berkeley and an M.A. in Philosophy (Mathematical Logic) from Stanford University and was a Ph.D. candidate in Mathematics and Computer Science at Universite de Paris 7 – Denis Diderot.
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 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 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 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.
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.
Chris leads capital formation efforts across Cohen Circle's strategies and oversees the firm's investor relations function. Prior to this role, he served as a Director at Franklin Venture Partners, specializing in capital raising and investor relations.
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).
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 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 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.
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 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.