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OurTeam

HCP only engages individuals whom have bulge bracket experience combined with outstanding academic qualifications. Our path to recruitment has developed over a number of years, and as a response to the requests and requirements of our clients. Candidates are attracted to HCP for the opportunity to work on complex and challenging assignments - combined with the deep experience that working within a small team delivers. Our model is to have fewer high quality individuals that team with the client than play the ‘bait and switch’ game of larger institutions who leave mid level professionals to manage transactions once the work is won. We believe that our engagement model allows clients to have confidence that access to the highest quality thinking is assured at all times.

Brian P. Kelly

Brian P. Kelly- Managing Partner 

Mr. Kelly has a long and successful track record working with private and publicly traded companies of all sizes and across a wide range of industries, including technology, industrial, financial, medical, energy and business  services. He is responsible for overseeing the collective efforts of Hallmark Capital Partners and the team, as well as providing the leadership and the overall growth footprint that makes this firm highly competitive.

Formerly, Mr. Kelly served as Managing Director of HCP, Inc. where he was hired as a consultant in several roles to serve clients in their efforts to raise Private Equity or PIPE financings and access to Capital Markets in the following sectors: Energy, Med-Tech, Biotech, Industrial and technology. Mr. Kelly previously served as Chief Executive Officer of LFS, Inc. From 1998 to December 2006, Mr. Kelly worked at three of the top Investment banking & security firms in the world including UBS, Wachovia and CIBC World Markets. Throughout his tenure at these firms he not only was recognized as a superior asset to the firm but was also responsible for bringing in over $400 million in Investment Banking transactions for these firms collectively. From 1994 to 1998, he served as Managing Director of FMS, Financial Management Strategies, a company that focused on mergers and acquisitions, raising capital, assisting in corporate strategic alliances, and successfully closing acquisitions and ownership transitions for Private and Micro Cap companies.

Adam Goldberg - Managing Director   

Mr. Goldberg is the head of strategy and corporate development at Hallmark Capital Partners, a role he held at Towers Perrin prior to its merger with Watson Wyatt. This group helps the company develop and execute on its strategy by evaluating and pursuing internal.

Mr. Goldberg is the head of strategy and corporate development at Hallmark Capital Partners, a role he held at Towers Perrin prior to its merger with Watson Wyatt. This group helps the company develop and execute on its strategy by evaluating and pursuing internal and external investments, including organic investments, acquisitions, partnerships, joint ventures and divestitures.

Prior to leading corporate development, Goldberg was Towers Perrin’s chief actuary from 1999 to 2000, managing principal of the firm’s Denver office from 1996 to 2000, and a senior consultant in the Los Angeles office from 1986 to 1995. Mr. Goldberg has a bachelor’s degree in economics from Yale University, and is a Fellow of the Society of Actuaries and a chartered financial analyst.

Adam Goldberg

Christine Adams

Christine Adams-Managing Director   

Ms. Adams, handles Hallmark Capital Partners Operations as well as providing corporate support to the consulting practices. She coordinates practice-level strategic planning and budgeting, manages strategic initiatives, evaluates corporate financials.

Ms. Adams, handles Hallmark Capital Partners Operations as well as providing corporate support to the consulting practices. She coordinates practice-level strategic planning and budgeting, manages strategic initiatives, evaluates corporate financials, and conducts analysis for corporate leadership and Board of Directors presentations.

Prior to Hallmark Capital Partners she worked at Charles River Associates. Her work has focused on financial analysis in the context of litigation, and she is experienced in working with complex financial and valuation models and regression analysis. She has also focused on the financial and economic issues of business strategy. Ms. Adams has managed projects involving market size/growth/profitability, competitive positioning, resource allocation, product pricing, and new product potential. Ms. Adams has worked on matters in a wide range of industries, including power equipment, adhesives, waste disposal, oil, transportation, retail, financial services, and pharmaceuticals. Ms. Adams has her MBA from Columbia Business School and her BA in Economics from Villanova University.


David Zuckerman - Director   

Mr. Zuckerman, a director at Hallmark Capital Partners, has over nine years of restructuring and financial advisory experience. He has experience across numerous industry sectors, including energy, automotive, business and industrial services, manufacturing and airlines.

Mr. Zuckerman, a director at Hallmark Capital Partners, has over nine years of restructuring and financial advisory experience. He has experience across numerous industry sectors, including energy, automotive, business and industrial services, manufacturing and airlines. He has provided interim management and advisory services to debtors, secured creditors, unsecured creditors, equity holders, unions and trustees in both in-court and out-of-court situations. Mr. Zuckerman has experience in all areas of the restructuring process including cash flow modeling, business plan development, due diligence, valuation, financial planning, bankruptcy reporting, expert witness preparation and sale of assets.

David Zuckerman

Mr. Zuckerman is also an advisor to the 1st lien lenders of a $650 million public retail company in its ongoing restructuring negotiations. Previously, he advised the 2nd lien lenders of an $850 million business services company, and the stakeholders of a $400 million global automotive supplier. Prior to this, he advised the senior secured lender group for Wastequip, Inc., an industrial manufacturing company, on the restructuring of its $725 million in indebtedness. His work in these assignments has focused on a thorough business plan review and the design of a comprehensive balance sheet restructuring. Mr. Zuckerman’s other recent experience includes acting as an advisor to the 1st lien lenders of an automotive supplier, the 1st lien lenders of Aquilex, an industrial services company, and the 2nd lien lenders of Motor Coach Industries, a bus manufacturer. He was responsible for detailed business plan due diligence, assisting lenders in developing various restructuring scenarios and analyzing the economics of proposals from the company.

Prior to Hallmark Capital Partners, he worked at Seneca Financial Group, a specialty firm focused on financial restructuring advisory services.  At Seneca, he worked on a number of restructuring assignments including Seitel, Inc., Northwestern Corp., Northwest Airlines and GB Holdings.  In addition, Mr. Zuckerman advised the Aircraft Mechanics Fraternal Association on the status of the airline industry in relation to their ongoing contract negotiations with various airlines. Mr. Zuckerman has his B.S. from the McIntire School of Commerce at the University of Virginia, he is also a member of the Association of Insolvency and Restructuring Advisors.


Christopher Williams

Christopher Williams - Director

Mr. Williams has worked in both restructuring/reorganization and management consulting across a variety of industries including healthcare, pharmaceuticals, retail and manufacturing and support services. His expertise includes Mr. Williams has worked in both restructuring/reorganization and management consulting across a variety of industries including healthcare, pharmaceuticals, retail and manufacturing and support services. His expertise includes refinancing; strategic, operational and financial review; vendor financial due diligence and mergers and acquisitions (M&A); performance improvement; working capital management, and management and post-merger integration.

Mr. Williams recent company-side experience includes advising a global pharmaceutical distribution business with revenue of £200 million refinancing £200 million of debt facilities; a European food processing equipment manufacturer with revenue of €350 million refinancing €400 million of debt facilities; a global optical disc manufacturer refinancing $400 million of debt facilities; a FTSE100 construction and support services business and a FTSE250 industrial parts distributor.

Recent lender-side advisory experience for Mr. Williams includes a syndicate of UK clearing banks on the restructuring of a UK care homes owner and operator with revenue of £150 million and debt of £200 million; the senior lenders on the restructuring of a property developer owning care homes in the UK with debt of €350 million following the collapse of the operator; the bilateral lenders to an European property developer with debt of €2 billion; a syndicate of Dutch clearing banks on the liquidation of a Dutch renewable energy company with debt of €150 million; a private equity sponsor and syndicate of Dutch clearing banks on the restructuring of a European food processor with debt of €100 million; a syndicate of U.S. private placement note holders and banks on the restructuring of an European conglomerate with debt of €1.1 billion; a syndicate of U.S. private placement note holders on the restructuring of a European engine manufacturer with debt of €200 million and a syndicate of U.S. private placement note holders on an exit from a Dutch construction business.

Prior to joining Hallmark Capital Partners, Mr. Williams worked at OC&C and Credo Strategy Consultants in London, where he advised corporate and private equity firms on strategy, operational improvement and commercial due diligence and M&A. He graduated from Cambridge University.

Jesse Portillo - Director 

Mr. Portillo is a Director at Hallmark Capital Partners, and is responsible for the Hispanic Outreach in media, marketing, M&A, Private Equity and Business Consulting. We firmly believe this is one of the fastest growing sectors in the future and we are pleased to have Mr. Portillo as Director at Hallmark Capital Partners, and is responsible for the Hispanic Outreach in media, marketing, M&A, Private Equity and Business Consulting. We firmly believe this is one of the fastest growing sectors in the future and we are pleased to have Mr. Portillo on our team with his extensive knowledge and communication skills that are germane to this genre.

Mr. Portillo is also the owner of Big Radio Pro Inc. which is a Hispanic Broadcast company that was set up for the purpose of consolidating and acquiring radio broadcast properties in small and medium sized markets with the opportunity to not only program Spanish language formats, but to also expand out Hispanic consulting practice exponentially using that platform. Mr. Portillo’s experience of working in Oxnard, Bakersfield, Fresno, Santa Maria, Salinas, San Francisco, Los Angeles CA, and other states like Phoenix AZ, Albuquerque NM, Tri-cities Washington, achieving #1station in every market he has been having the privilege to work for. In 2012 became a Life Coach graduated from Choice Center University Jesse learned the Power of Emotional Intelligence and Leadership, together with his passion for radio and communications enable him to support his community outreach becoming a Business Consultant for MCSC corporation a non-profit organization supported by SBA making a difference for the Hispanic Community’s small business owner, under achieving business owners, Minority Women Entrepreneurs and unemployed persons to support them with Leadership Classes and Marketing Basics for the success of their business. Jesse as an entrepreneur established his consulting and production service company Big Radio Pro Inc. in 1995. Mr. Portillo is a Graduate from Columbia School of Broadcasting.

Jesse Portillo

Alan Zeppenfeld

Alan Zeppenfeld - Director

Mr. Zeppenfeld, has an extensive background in business management, administrative operations, lease administration, asset management, business development and collections. Mr. Zeppenfeld began his career at GTE Data Services and General Electric.

Mr. Zeppenfeld, has an extensive background in business management, administrative operations, lease administration, asset management, business development and collections. Mr. Zeppenfeld began his career at GTE Data Services and General Electric.  Upon receipt of his MBA, Alan moved to Xerox where he spent 22 years in progressively more responsible position in district, region, and headquarters management including National Equipment Control Manager and member of the Xerox Administrative Services (BPO) business development team. He was Vice President of Operations for two leasing companies  and Vice President of Business Development for two lease servicing companies.

Mr. Zeppenfeld was the National Equipment Control and Rental Program Manager for Lanier Worldwide and the Retail Division Leasing Program Manager at NCR. Mr. Zeppenfeld had his own consulting/business development firm specializing in lease/loan servicing, asset management and remarketing, collections and repossessions before joining JGDI Investors as Business Development Project Manager. He has an MBA from Gannon University and completed the Rochester Institute of Technology Executive Development Program and the Harvard University Strategic Marketing Management Program.

Jack Swiatek - Director

Mr. Swiatek is a Director of Hallmark Capital Partners, he handles many different types of immigration matters. While routinely helping individuals and early-stage technology companies in their immigration needs for founders and staff, he has also assisted numerous professionals.

Mr. Swiatek is a Director of Hallmark Capital Partners, he handles many different types of immigration matters. While routinely helping individuals and early-stage technology companies in their immigration needs for founders and staff, he has also assisted numerous professionals that needed to obtain immigration status based on their extraordinary abilities. Mr. Swiatek also provides the platform for removal (deportation) matters before the Executive Office for Immigration Review with extensive access to the top Immigration Law firms in the world.

Jack Swiatek

Prior to coming joining us Mr. Swiatek worked at the Chugh Firm in Atlanta where he maintained and processed immigration and corporate legal cases. Providing support for outsourcing companies in their pursuit of business opportunities to and from the United States. Opening and maintaining corporation documentation (LLC and INC); handling immigration matters such as company transferee (L-1A, L-1B), H-1B, PERM; drafting legal documents; legal, financial and real estate research, analysis and support. Overall, the scope and diversity of duties largely depend on the personalized needs of clients.

Mr. Swiatek is Prolific in English and Polish as well conversational in Russian, Czech and Ukrainian. Mr. Swiatek holds BA degrees from University of West Florida.