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Team

Max Smeal

Chief Financial Officer
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. Max has extensive experience advising a variety of clients ranging from Fortune 500 corporations to emerging grow companies in a broad range of transactions, including buy-side, sell-side, capital markets, as well as finance integration.

Max holds a B.S. in Accounting from the Pennsylvania State University and is a licensed CPA.

Betsy Cohen
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.
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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.
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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.
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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.
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Max Smeal
Chief Financial Officer
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.
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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.
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Chris Ferris
Head of Investor Relations and Capital Formation
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.
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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).
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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.
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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.
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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.
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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.
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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.
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