A Culture of Respect, Collaboration, and Service

Investment Team

William Garvey

William Garvey

Founder & Co-Chief Investment Officer

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Craig O'Neill

Craig O'Neill

Chief Executive Officer

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Alexander Oxenham, CFA

Alexander Oxenham, CFA

Partner & Co-Chief Investment Officer

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Timothy Reilly

Timothy Reilly

President

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Thomas B. Maher

Thomas B. Maher

Portfolio Manager

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Jason T. Mastronardi, CFA

Jason T. Mastronardi, CFA

Equity Analyst

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Michael F. O’Brien, CFA

Michael F. O’Brien, CFA

Investment Analyst

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Sales & Marketing Team

Patrick Carroll

Patrick Carroll

Regional Director - Metro NY and NJ

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Nick Corsanico, CIMA®

Nick Corsanico, CIMA®

Regional Director - Mid Atlantic

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Ella Cryan

Ella Cryan

Internal Sales

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Megan Fox

Megan Fox

Vice President, Sales & Marketing

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Gary Gordon

Gary Gordon

Director of Business Development

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David Jennings

David Jennings

Director, Institutional Sales

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Jessica W. Jennings

Jessica W. Jennings

Director, Institutional Sales

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Cody Kaiser

Cody Kaiser

Regional Director - Southeast

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Kevin McCarthy

Kevin McCarthy

Director

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David Miele, CIMA®

David Miele, CIMA®

Managing Director, National Accounts

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Andrew S. Molloy

Andrew S. Molloy

Institutional Sales

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Eric M. O’Reilly

Eric M. O’Reilly

Regional Director - Midwest

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Deborah Ohl

Deborah Ohl

Vice President, Internal Sales and Marketing

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Corporate Team

Lorraine Bowman

Lorraine Bowman

VP, Operations & Trading

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Kate DeAngelo

Kate DeAngelo

VP, Operations

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Cameron Heaney

Cameron Heaney

Vice President, Operations

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Shari James

Shari James

Chief Financial Officer

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Barbara Martens

Barbara Martens

Chief Operating Officer

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Sean McDermott

Sean McDermott

Vice President, Trading

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Investment Team

William Garvey

William Garvey

Founder & Co-Chief Investment Officer

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Portfolio Management Team: Tactical Income

Prior to founding Hilton Capital, Bill Garvey spent 30 years with some of Wall Street’s leading firms in the commodities and fixed income markets. It was during this period that Garvey developed his unique approach to building wealth by coordinating risk management with opportunistic income generation. It was to become the guiding principle for Hilton’s investment philosophy.

Garvey’s earlier experience included establishing a fixed income investment advisory business at Ashland Management, where he served as Head of Portfolio Management.  Garvey was also affiliated with Lehman Brothers, Bache and Co., Dean Witter, and was a founding partner of William J. Garvey and Co., a member firm of the COMEX. Mr. Garvey earned a BS from Fairfield University.

garveyb@hiltoncm.com
Craig O'Neill

Craig O'Neill

CEO

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Prior to joining Hilton Capital O’Neill forged a [20-year] track record leading businesses on the sell side of the industry. At Rafferty Capital Markets he oversaw Institutional Equity Research, Sales, and Trading, and later opened their highly successful Prime Brokerage business. Earlier in his career, O’Neill worked his way up from equity option trader to partner and Senior Market Maker and Risk Manager for top option specialist firm CDM (an American Stock Exchange member). O’Neill graduated from Hobart College with a B.S. in Economics.

oneillc@hiltoncm.com
Alexander Oxenham, CFA

Alexander Oxenham, CFA

Partner & Co-Chief Investment Officer

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Portfolio Management Team: Tactical Income, Dividend & Yield, Small & Mid Cap Opportunities

Alex Oxenham joined Hilton Capital in 2011 from HSBC Private Bank in New York where he was a Senior Portfolio Manager and Voting Member on the HSBC Private Bank Investment Policy committee for the Americas region. 

Prior to HSBC, Oxenham worked in portfolio management for Mercantile Bankshares, Bankers Trust Alex Brown / Brown Advisory, and Bank of America. Oxenham holds a B.S. in International Business from the University of Maryland, an M.B.A. in Finance from American University, and is a CFA charter holder. Oxenham is also a member of the CFA Institute and the New York Society of Security Analysts.

​​​oxenhama@hiltoncm.com
Timothy Reilly

Timothy Reilly

President

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Portfolio Management Team: Efficient Tactical Income 

Tim Reilly joined Hilton Capital in 2017. In addition to his work as a portfolio manager, Reilly focuses on a range of strategic business and risk management initiatives. Prior to joining Hilton Capital, Reilly was a Managing Director at Bank of America, where he oversaw the Global Convertible Sales and Trading business and later, led U.S. Research Sales.

Prior to his tenure at Bank of America, Reilly was a Managing Director at Goldman Sachs, where he managed their U.S. Convertible Trading business. Reilly graduated from Harvard University with a B.S. in Economics.

​​reillyt@hiltoncm.com
Thomas B Maher

Thomas B. Maher

PORTFOLIO MANAGER

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Portfolio Management Team: Small & Mid Cap Opportunities

Tom Maher joined Hilton Capital to launch the Small and Mid Cap Opportunities Strategy in 2019. Prior to joining the firm, he was the portfolio manager of the SMid Cap, Small Cap, and Mid Cap value equity strategies for Lord Abbett. Maher began his investment career in 1989 and worked at several high-profile firms such as Lynch & Mayer, Inc., Centurion Investment Group, L.P., and Invesco where he developed an early expertise in technology research.

Maher received a BS from Georgetown University and an MBA from New York University.

mahert@hiltoncm.com
Hannah Baade Headshot

Hannah Baade

Equity Analyst

Hannah Baade joined Hilton Capital Management in 2021 and is responsible for the Hilton research efforts supporting the portfolio managers across all strategies. Baade works closely with Alex Oxenham and Tom Maher in analyzing and monitoring the Hilton coverage universe of names. She is also a member of the investment committee. 

Prior to joining Hilton Baade was an Equity Research Analyst at D.A. Davidson in Portland, OR. During her tenure there, she covered companies in security software, healthcare IT, and the semiconductor sectors as an associate and later as an analyst. Baade is a graduate of the University of Portland with a B.A. in Economics.

baadeh@hiltoncm.com
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Sales & Marketing Team

Suzanne Casey

Suzanne Casey

Managing Director, Head of Sales and Distribution

Ms. Casey joined Hilton Capital Management, LLC in October 2021. Casey has had a successful career spearheading sales and distribution efforts for some of Wall Street's most respected firms. Before joining Hilton, she led Vanguard"s Financial Advisor Services sales efforts in the Northeast.  Prior to Vanguard Suzanne worked at J.P. Morgan Asset Management marketing mutual funds, exchange traded funds, and separately managed accounts. Before that, she was director of investments and wealth management at Merrill Lynch where she led a team of 20 wealth management and retirement specialists. She spent a large portion of her career at Goldman Sachs where her positions included various sales and leadership roles. Ms. Casey earned a B.A. from the University of Vermont and holds Series 6, 7, 24, 63, and 65 licenses.

caseys@hiltoncm.com
Andrew Molloy

Andrew Molloy

Regional Director - New England

Mr. Molloy joined Hilton Capital Management, LLC as Director of Marketing in 2014, where he oversees the firm's marketing, sales and communications. Prior to joining Hilton Capital, Mr. Molloy ran Business Development and Operations for Quality Capital Management US, LLC, the North American affiliate of a UK-based global-macro hedge fund manager. For more than ten years at the outset of his career, Mr. Molloy held positions of increasing responsibility within the sales and investor relations functions of WCM, LLC, a multi-billion dollar hedge fund investment group. Mr. Molloy graduated from Fairfield University with a B.A. in American Studies.

molloya@hiltoncm.com
David Jennings

David Jennings

Director, Institutional Sales

Mr. Jennings is a Director at Hilton who joined the firm in 2010 assuming a role in the sales / marketing / distribution and client service management functions of Hilton. He has enjoyed an extensive career in the investment management business, holding positions with Scudder Stevens and Clark, Bankers Trust Company (Co-Head Client Service), Citicorp Investment Management (Head of Sales and Marketing), Westwood Management (Partner), Newbolds Asset Management (President) and Cramer Rosenthal McGlynn (Vice Chairman). Mr. Jennings holds a B.S. from Rider University and attended Baruch University, CUNY. He is a former 20 year Trustee of The Professional Children's School in New York.

jenningsd@hiltoncm.com
Kevin McCarthy

Kevin McCarthy

Director

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Mr. McCarthy joined Hilton Capital Management, LLC in June of 2012 and is involved in the Sales and Marketing functions for Hilton. Mr. McCarthy has had an extensive career within brokerage and the investment management businesses holding positions at GFI Group (VP, MD of Research Sales), Fleet Institutional Trading Services (VP, Senior Equity Trader), Ashland Management (VP, Equity Portfolio Manager) and M&M Securities Inc. (General Partner). Mr. McCarthy holds a B.B.A. from Pace University.

​mccarthyk@hiltoncm.com
Katherine J. Cathcart CIMA®

Katherine J. Cathcart CIMA®

Regional Director - AL, FL, LA, MS

Prior to joining Hilton Capital, Kathy was a Managing Director at Logan Capital Management’s sales development for the southern US region and Managing Director and Director of consulting at Independent Portfolio Consultants, Inc. where she managed the Consultant Team. Kathy began her career in 1993 at A.F. Best Securities, Inc. and in 1997 became a municipal bond consultant. She worked as a Vice President of Investments for Gruntal & Co, Inc. and Advest Bank & Trust. She studied Economics at Florida Atlantic University and received the CIMA® designation bestowed by the Investment Management Consultants Association® for her study at the Wharton School of Business at the University of Pennsylvania.

cathcartk@hiltoncm.com
Debbie Ohl

Deborah Ohl

Vice President, Internal Sales and Marketing

Ms. Ohl joined Hilton Capital Management in 2017 assuming a role in Marketing and Client service. Prior to retiring in 2009, Ms. Ohl was an Equity Portfolio Manager at The Boston Company Asset Management. Prior to TBCAM Ms. Ohl worked at Ashland Management holding various positions in client service and then equity portfolio management. Ms. Ohl received a B.S. in Economics from St. Lawrence University.

ohld@hiltoncm.com
Nick Corsanico Headshot

Nick Corsanico, CIMA®

Regional Director - Mid Atlantic

Mr. Corsanico joined Hilton Capital Management, LCC in 2020 from Archer, where he led efforts in business development and built new relationships with large, global asset managers. Mr. Corsanico provides dedicated sales and marketing support to Hilton clients. Mr. Corsanico held prior roles at Envestnet and Lockwood Advisors and has an extensive background in TAMP, RIA and broker dealer channels. Mr. Corsanico earned a Bachelor of Science degree in Business Administration and Finance from Widener University in Chester, PA.Mr. Corsanico holds the Certified Investment Management Analyst (CIMA®) designation and has more than 16 years of financial services experience.

corsanicon@hiltoncm.com

Support Team

Shari James Headshot

Shari James

Senior Controller

Ms. James is the Chief Financial Officer for Hilton Capital Management, LLC. She has held senior finance and accounting positions in both the public and private sectors. Ms. James most recently served as the Chief Deputy Comptroller of Nassau County. Her prior experience includes roles at JP Morgan Chase, City of Long Beach, Bloomberg L.P. and PricewaterhouseCoopers. Ms. James graduated from St. Johns University with a B.S. in Finance.

jamess@hiltoncm.com
Barbara Martens

Barbara Martens

Chief Compliance Officer

Ms. Martens is the Chief Compliance officer for Hilton Capital Management, LLC. She was integral in the Company's formation and currently oversees all areas of regulatory compliance. Prior to Hilton Capital, Ms. Martens was employed by Glass Capital Management and Glass, Sanders, Smith & Miller, both branches of Royal Alliance Associates. Ms. Martens is a graduate of Iona College with a B.S. in Political Science.

​martensb@hiltoncm.com
Lance Friedler Headshot

Lance Friedler

General Counsel

Mr. Friedler is the General Counsel of Hilton Capital Management, LLC. Mr. Friedler has over 20 years of experience advising on regulatory and compliance matters for investment managers and broker-dealers. Mr. Friedler joined Hilton after 20 years of practicing law in several law firms and acting as General Counsel and Chief Compliance Officer of a large hedge fund. Mr. Friedler has significant experience advising on the formation, structuring, management and operation of registered investment advisers and broker-dealers. Mr. Friedler regularly advised investment managers, broker-dealers, commodity pool operators and commodity trading advisors on registration and ongoing compliance issues with all applicable regulators. Mr. Friedler is also an expert in structuring and forming private investment funds of all types and strategies (including hedge funds, private equity funds and venture capital funds), as well as separately managed accounts. Mr. Friedler received his Bachelor of Science degree in economics from Oneonta State College and his Juris Doctor degree, cum laude, from New York Law School. He is admitted to the State Bar of New York.

friedlerl@hiltoncm.com
Cameron Heaney

Cameron Heaney

Vice President, Operations

Cameron is a graduate of The State University of New York at Stony Brook with a BS in Business Management. Cameron started his career at Chapdelaine & Co. as an operations analyst and went on to work at Tullett Prebon and later Rafferty Capital Markets, LLC where he ran the operations department.

​heaneyc@hiltoncm.com
Kate Deangelo

Kate DeAngelo

Vice President Of Operations

Ms. DeAngelo is Vice President of Operations at Hilton Capital Management, LLC. She is a graduate of the University of Pennsylvania with a B.S. degree in Economics. Ms. DeAngelo started at Lebenthal & Co as a sales and trading assistant. She has completed a Management Program at Chemical Bank. Ms. DeAngelo was a Vice President of Sales & Marketing at Chase.

​deangelok@hiltoncm.com
Sean McDermott

Sean McDermott

Vice President, Trading

Prior to joining Hilton Capital,Mr. McDermott was a Managing Director and head of Evercore ISI Healthcare Trading. He has over 10 years of experience in sales and trading. Mr. McDermott graduated from Duke University with a degree in Political Science and Markets & Management. He has spent his career at ISI and Evercore ISI. He was a sales trader the first six years covering many dedicated healthcare hedge funds, then trading the healthcare pad the last 4 years.

mcdermotts@hiltoncm.com

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