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.
Sean joined Altium in October 2024 as Director of Investor Relations and Business Development. Prior to Altium he was Head of Strategy and Business Development for Cadian Capital, a TMT focused equity long/short fund. From 2013 to 2020, Sean was a Managing Director at Blackstone's Alternative Asset Management business, where he led equity long/short hedge fund allocations. Between 2009 and 2013, Sean selected stocks for WEDGE Capital Management's Small Cap Value fund. Prior to that, he worked at Morgan Stanley from 2004 to 2008 as a stock analyst for market neutral strategies on the proprietary trading desk and for the North America Hedged Value Fund. Earlier in his career, Sean was a Senior Manager for Marakon Associates, a strategy consultancy, and an Engineering Manager for Ingersoll-Rand before pursuing his MBA. He holds an MBA from the Massachusetts Institute of Technology's Sloan School of Management and a Bachelor of Science in Manufacturing Engineering, awarded with distinction, from Worcester Polytechnic Institute.
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.
Jim Tumbrink joined Altium Capital Management in August 2019. Jim was previously an Analyst at Broadfin Capital and Tavio Capital, two long/short healthcare dedicated funds. He began his career as an Equity Research Associate in Pharmaceuticals at BMO Capital Markets, with other sell-side positions at Citadel Securities and WJB Capital focused on Biotechnology. Jim graduated from Michigan State University with a BS in Microbiology and Molecular Genetics.
Alex Pelekhaty joined Altium Capital Management in September 2020. Prior to Altium, Alex was an Analyst at Jefferies & Company as part of a long/short equity principal investments desk focusing on special situations/fundamental investments across TMT and other sectors. Previously, he was a long/short equity TMT analyst at Weiss Multi-Strategy Advisers. He began his career as a generalist investment banking analyst at Moelis & Company focusing on M&A and Restructuring advisory across various sectors. Alex graduated from New York University Stern School of Business with a BS in Finance and Accounting.
Lauren Kelley joined Altium Capital in September 2020 to manage talent acquisition for the firm. Prior to Altium Capital, Lauren was a Business Development Associate at Point72 Asset Management focused on hiring analysts and portfolio managers for their long/short equity platform. Lauren graduated from Southern Methodist University with a BBA in Management.
Paul Jovanovski joined Altium Capital Management in May 2021. Prior to Altium, Paul was an Associate at JP Morgan Chase & Co within Corporate and Investment Banking responsible for middle office operations of a top asset manager by AUC. Prior to JP Morgan, Paul was at WBI Investments responsible for trade operations for multiple actively managed ETFs and mutual funds. Paul graduated Magna Cum Laude from Monmouth University with a BA in Finance and Economics. Paul also hold a MS in Finance from the University of Rochester’s Simon Business School.
Michael Yashaya joined Altium in August 2021. Prior to Altium, Michael worked at Susquehanna International Group (SIG) on a proprietary options trading desk where he focused on event-driven trading in the biotechnology sector. Michael graduated from the University of Michigan where he received a BBA in Finance and Statistics from the Ross School of Business.
Justin joins Altium as the Senior Trader. Previously Justin ran Thendara Asset Management, an equity long/short fund, focused on equity syndicate and tactical trading around various Healthcare verticals. Prior to that, Justin worked at Gasima Global, where he ran all aspects of equity trading and managed the firm’s equity syndicate platform. Justin’s prior experience was at Visium Asset Management where was Head of Global Trading and Syndicate. Justin’s career began on the sell side where he had various equity trading roles at Salomon Brothers, Salomon Smith Barney and Knight Capital Markets. Justin graduated with a BA in Economics from St. Lawrence University.
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.
Sagar Tikoo joined Altium Capital Management in May 2024. Prior to Altium Capital, Sagar was an Analyst at Ashler Capital (Citadel) covering Therapeutics. Prior to Ashler, Sagar covered Therapeutics at Point72 Asset Management. He graduated from the University of Chicago with a B.A. in Economics and a minor in Computer Science.
Christian joined Altium in June 2024 and is focused on investments in the MedTech & Diagnostics sectors. Prior to Altium, Christian held MedTech Analyst roles at EverPoint (Point72) and Balyasny. He began his career working in MedTech Equity Research at JP Morgan and Jefferies. Christian graduated from the University of Pennsylvania with a Bachelor of Science in Economics with a Concentration in Finance (Wharton) and a Minor in Mandarin Chinese (College of Arts & Sciences).