Mark G. Lopez
Mr. Lopez joined Berkshire Capital as an Advisory Director in 2013. Mark supports business development in the broker/dealer, wealth management and financial technology practice areas. He has over 20 years of experience in the financial services industry.
Prior to Berkshire Capital, Mark spent 16 years at LPL Financial Services. Most recently, he was Managing Director, Strategic Planning and Corporate Development where he was responsible for strategic initiatives, corporate acquisitions, product/program development, platform pricing and technology strategy.
Mark began his career at EF Hutton and Shearson/American Express as a financial consultant. He then moved on to become Vice President, National Marketing Director and Director of Alternative Investment Research at FSC Securities.
Mark received his BBA and MBA degrees from the University of Georgia.
Mr. Morriss joined Berkshire Capital as an Advisory Director in 2009 and will support the firm’s asset management industry practice. He will assist Berkshire Capital’s transaction execution and business development efforts across the firm’s practice areas. George was Executive Vice President and Chief Financial Officer at People’s Bank, Bridgeport, Connecticut. He was responsible for all accounting, treasury, investment portfolio and capital market activities. Additionally, he managed mergers and acquisitions, investor relations and asset and liability functions.
George began his career in 1970 with Girard Bank in Philadelphia as a portfolio manager in the Trust Department. In 1975, he moved to Girard’s investment management subsidiary, Studley Shupert, where he was responsible for portfolio management activities. In 1979, he joined Connecticut National Bank as the senior trust investment officer.
He received his BA in Political Science from the University of Pennsylvania and his MBA from Temple University. George is a director/trustee of the Neuberger Berman Mutual Funds. He chairs the closed-end fund committee, is the vice-chair of the audit committee and is a member of the portfolio pricing and transaction committee. He is also a member of the board of managers of the Old Mutual funds of hedge funds. He was a member of the NASDAQ Issuers’ Affairs Committee and is a member of the CFA Institute and the Hartford CFA Society.
Patrick von Stauffenberg
Mr. von Stauffenberg joined Berkshire Capital in 2004 as an Advisory Director. Prior to joining Berkshire Capital, Patrick was the founding Partner and Chief Executive of Stauffenberg & Partner GmbH, a joint venture with the Otto Group, Cologne, between 1991 and 2001. The company created, placed and administered tax-leveraged leasing funds and provided financial advisory services.
In 1989, Patrick was Director at Lombard Odier (UK) Ltd., where he worked on Austrian business development. Between 1984 and 1989, he established and managed the London operation of Swiss Volksbank, overseeing its significant growth. Prior to that, he headed the international operations of Vereinsbank Hamburg, Germany.
Between 1979 and 1983, Patrick established and ran Bayerische Hypothekenbank’s first international branch office in London. From 1973 to 1979, Patrick was a member of the international corporate finance team at N.M. Rothschild & Sons Ltd. in London, where he focused on business development in Germany and Austria, and worked on a broad range of cross border projects.
Patrick received a Lic. Occ. at St. Gallen in Switzerland, and an MBA from Harvard Business School. He served as a Lieutenant with the Scouts in the German Army.