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Stacey Ingebritson Shapiro

Accounting Manager
Stacey is focused on streamlining operations, as well as deal structuring at Cohen Circle.
Before joining Cohen Circle, Stacey was a Transaction Services Manager at PricewaterhouseCoopers (PwC) and advised publicly traded companies, investment banks, private equity and start-up companies on buy-side, sell-side and capital market deals of all sizes up to $700M. Deals were carried out in the US as well as internationally, in the telecommunications, technology, manufacturing, aviation, and media and entertainment industries.

Subsequent to PwC, Stacey owned a consulting firm that advised companies on strategic and financial alternatives to grow their business, improve profitability, and raise capital/debt. Stacey also assisted companies in setting up accounting operations and controls.

Stacey has a Bachelor of Business Administration in Accounting from Texas A&M University and is a Certified Public Accountant.

Betsy Cohen
Chairman
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
Managing Member
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
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.
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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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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.
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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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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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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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Stacey Ingebritson Shapiro
Accounting Manager
Stacey is focused on streamlining operations, as well as deal structuring at Cohen Circle. Previously, Stacey advised clients on numerous M&A and capital raise transactions, as well as the organization and efficiency of operations.
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