Janice L. Shields
Managing Director
AB Albertus Magnus College, MBA The Stern School of Business at New York
University, ALM Harvard University
Mrs. Shields specializes in mergers and acquisitions, capital raising and restructuring, and financial advisory services. She is also president of Shields Securities, Inc., an NASD broker/dealer and Registered Investment Advisor firm. She is a former vice president in the corporate banking groups of Irving Bancorp and Citicorp. She was also an investment officer with Cabot, Cabot, and Forbes, Boston. Mrs. Shields is currently president of the Boston Chapter of the Association for Corporate Growth and serves on the boards of private companies.
E-mail: jshields@shieldsco.com v-card |
Richard W. Newman
Managing Director
AB Bowdoin College, MS The Stern School of Business at New York University
Mr. Newman directs the valuation and fairness opinion practice at Shields & Company, where he also assists clients in buy- and sell-side transactions. He has over twenty-five years of experience in mergers and acquisitions, business valuations and valuation-related consulting, and has served as an expert witness for several New England-based companies. Mr. Newman previously managed his own corporate finance activity, specializing in the valuation of businesses. Prior to establishing his own business, he was the Director of KPMG Peat Marwick's New England Mergers and Acquisitions Group. E-mail: rnewman@shieldsco.com v-card |
Laura M. Moruzzi
Managing Director
BS Babson College
During her career at Shields & Company, Ms. Moruzzi has gained extensive professional experience working on a variety of corporate finance transactions for both public and private clients. In addition, she has worked on a broad range of projects including middle-market mergers and acquisitions, capital raising, hostile takeover defenses, fairness opinions, and business and intellectual property valuation assignments.
E-mail: lmoruzzi@shieldsco.com v-card
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Timothy M. White, CFA
Managing Director
BS Babson College
Mr. White has developed a broad range of transaction experience focusing on middle-market mergers and acquisitions, divestitures, capital raising, and valuation assignments. Prior to joining Shields & Company in 1998, Mr. White was an associate with TM Capital Corp., a New York-based investment banking boutique. He began his career as a financial analyst with Barclay Bank's BZW division in the high-technology group. Mr. White holds the Chartered Financial Analyst designation.
E-mail: twhite@shieldsco.com v-card |
Eric M. Zink
Vice President
BA Middlebury College
Prior to joining Shields & Company in 2003 as an analyst, Mr. Zink worked in the Private Wealth Management group at Mellon Financial Services. He received an undergraduate degree from Middlebury College with a concentration in Economics.
E-mail: ezink@shieldsco.com v-card
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Austin S. Olney
Associate
BA Connecticut College
Prior to joining Shields & Company, in 2005, Mr. Olney worked as a fund accountant at Investors Bank and Trust Company. He received an undergraduate degree from Connecticut College with a concentration in Economics.
E-mail: aolney@shieldsco.com v-card
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Christopher P. Nicholas
Associate
BA Bucknell University
Mr. Nicholas joined Shields & Company, in 2005. He received an undergraduate degree from Bucknell University with a concentration in Economics and Mathematics.
E-mail: cnicholas@shieldsco.com v-card |
Kyle C. Bergeron
Analyst
BS Georgetown University
Mr. Bergeron joined Shields & Company in September 2006 after serving as a summer intern in 2005. Mr. Bergeron received an undergraduate degree from Georgetown University, with a concentration in Mathematics and Economics.
E-mail: kbergeron@shieldsco.com v-card |
Jonathan P. Conelias
Analyst
BS Bentley College
Mr. Conelias joined Shields & Company in 2007. He received an undergraduate degree from Bentley College with a concentration in Finance and Economics.
E-mail: jconelias@shieldsco.com v-card
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