Jacob Gottlieb, MD, CFA, PRM is the Managing Partner and Chief Investment Officer of Altium Capital Management. Prior to founding Altium, Jake founded and led Visium Asset Management, which he grew from inception to over $8 billion in assets under management and over 175 employees in New York, San Francisco and London. Prior to Visium, Jake was a Portfolio Manager at Balyasny Asset Management and Sanford C. Bernstein (now Alliance Bernstein). Jake graduated magna cum laude from Brown University, then attended New York University Medical School earning his medical degree in 1997. He obtained his CFA charter in 2001, and his PRM designation from the Professional Risk Managers' International Association in 2010.
Joshua has over 20 years of hedge fund investment experience, including responsibility for risk management, idea generation, and the development of research processes and trading strategies.
Prior to Altium, Joshua was the Managing Partner of Midsummer Capital, the investment manager of several hedge funds operating in the small cap sector. He oversaw the launch and management of Midsummer Small Cap, an equity long/short product, from 2010 through its wind down in 2016. Also during his tenure at Midsummer, Joshua served on the board of directors of several portfolio companies, structured and negotiated complex securities, and led both operational and financial restructurings.
Joshua began his career in various roles in investment banking and equity research at Merrill Lynch, ABN Amro and Sanford Bernstein. Joshua holds a BA in Economics from Vanderbilt University (magna cum laude).
Chief Operating Officer. Prior to Altium, Mark was Partner Chief Administrative Officer of Visium Asset Management, a New York-based hedge fund manager which evolved into a global multi-strategy hedge fund, private equity, and mutual fund company at its peak, with over 175 staff among NY, San Francisco and London offices. He led development of the firm from inception (successful spin-out of Visium from Balyasny Asset Management), including operations and accounting infrastructure, corporate development, recruiting, and various expansion efforts.
Prior to Visium, Mark was on the investment team at Balyasny, primarily focused on negotiating private investments in public companies in development-stage healthcare (biotech, pharmaceuticals, devices). Mark started his career in corporate finance investment banking at UBS.
Mark holds a MBA from Cornell University in Entrepreneurship & Venture Capital and a BA from Vassar College in Economics. He is a CFA charterholder, and a CAIA charterholder.
Chief Financial Officer. Prior to joining Altium, Andrew was the Chief Financial Officer of Trafelet & Company, a fundamental long/short equity hedge fund focused on small and mid-cap equities. Prior to Trafelet, Andrew was a Managing Director at Ramius LLC, the global alternative investment management business of Cowen Group, Inc., where he was head of accounting and reporting for the entire hedge fund business. He spent 12 years at Ramius where he assisted in building out the accounting/operational infrastructure, including designing controls and accounting process in accordance with best practices. He began his career as an auditor at Deloitte Touche Tohmatsu Limited, where he performed annual audits on a variety of investment companies. He earned a BBA in public accounting from Pace University, Manhattan campus. He is a New York State Certified Public Accountant.
Deborah joined Altium Capital in August 2021 as a Management Company Accountant where she will be responsible for maintaining the management company and general partner books and records. Prior to joining Altium, she was a Financial Accountant at City Facilities Management. Deborah graduated from Florida State College at Jacksonville and has over 20 years of accounting experience.