Team
Radek Kozlowski,
Founder and Managing Partner
(917) 207-9150, [email protected]
Radek Kozlowski is the Founder and Managing Partner of Ridge Advisory. He has over 20 years of professional experience including investment banking, asset management, engineering and manufacturing and entrepreneurship. He was most recently a Managing Director and Head of Capital Goods with FBR Capital Markets. Prior to FBR he worked in the investment banking division of Oppenheimer & Co. He also worked in M&A and Industrials investment banking groups at RBC Capital Markets and Needham & Co. His Wall Street experience includes equity research and asset management work with Janney Montgomery Scott and Morgan Stanley.
Prior to investment banking Radek held various technical and management positions with multinational diversified manufacturers including SKF, SchaefflerGroup and RBC Bearings in North America and Western and Eastern Europe.
Radek earned his BSc (Hons) in Mechanical Engineering from Queen’s University at Kingston, Ontario and his MBA from LeBow College of Business at Drexel University. Radek is fluent in Polish.
Christopher Lally,
Partner
(917) 318-8644, [email protected]
Chris Lally has over 20 years of investment banking and capital markets experience focused primarily on middle-market capital raising, private equity and leveraged finance across industries, with substantial experience in Industrials, Healthcare, Retail & Consumer Products, Business Services and Financial Services. Over the first 15 years of his career, he underwrote, distributed and managed leveraged loans and high yield bonds at multinational banks including Credit Suisse First Boston, UBS Investment Bank, CIBC World Markets and BHF-Bank AG as part of their Financial Sponsor & Leveraged Finance Groups. He also managed multi-billion dollar loan portfolios across sectors at several of those banks. International assignments included almost 5 years of work experience in London with CSFB and in Frankfurt with BHF-Bank AG.
He then becamean Executive Director in the Leveraged Finance Group at Oppenheimer & Company subsequent to the sale of CIBC’s US Investment Banking business to Oppenheimer in 2008.Most recently, he was a senior member of the investment banking groups at boutique banks England & Company and The Seaport Group.
Chris earned his BA cum laude in Math and Economics from Bowdoin College in Brunswick, ME and his MBA from the Stern School of Business at New York University. Chris is fluent in German.
Contact Information
Phone: +1 (212) 951-1439Web: www.ridgeadvisory.com
General Enquiry: [email protected]
Address: 246 Fifth Avenue, Suite 322
New York, NY 10001