George Morriss
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.
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. He received his BA in Political Science from the University of Pennsylvania and his MBA from Temple University.
Hoyt Ammidon Jr.
Mr.
Ammidon joined Berkshire Capital in 1994 as a Managing Director
and became an Advisory Director in January 2004. Hoyt supports
the firm's institutional asset management practice and the international
marketing and client servicing efforts of Berkshire Capital’s
London subsidiary and is involved in managing cross-border assignments.
Hoyt
was previously at Cazenove Incorporated, where he was President
of its U.S. brokerage and investment banking subsidiary. He was
also formerly the Managing Director of Chase Investment Bank’s
Merger and Acquisition Division, and Senior Vice President in
E.F. Hutton Company’s Corporate Finance Department. Hoyt
began his career in corporate finance at Morgan Stanley &
Co. and worked in Paris for three years for Morgan & Cie.
International.
Hoyt
is a director of Tetra Technologies, Inc. and Balchem Corporation,
and was formerly a director of W. H. Smith Group (USA). He has
also served as a member of the Securities Industry Association’s
International Committee.
Hoyt
earned a BA in history from Yale University and served as a captain
and aviator in the United States Marine Corps.
Andrew Martin Smith
Mr.
Martin Smith joined Berkshire Capital in 2000 and became an Advisory
Director in 2005. He is based in London and focuses on the development
of Berkshire Capital's business in the U.K. and Europe and on
the execution of assignments for international and domestic U.K.
clients.
Andrew
was formerly Chief Executive of Hambros Fund Management PLC and
an Executive Director of Hambros Bank Limited. Prior to his appointment
as head of Hambros Fund Management, he was head of the mergers
and acquisitions unit at Hambros from 1985 to 1993. He began his
career as an investment manager with Allied Hambro before being
seconded to work in Canada for Canadian Imperial Bank of Commerce
in 1980.
Andrew's
past directorships of fund management concerns include Investec
Guinness Flight, Hambros Hopkins in Australia and San Paolo Fondi
s.p.a. in Italy. He is a director of the Atlantis Japan Growth
Fund Limited, as well as a trustee of several private funds. Andrew
earned a BA in Politics and Economics at Exeter College, Oxford.
Heidi Steiger
Ms. Steiger joined Berkshire Capital as an Advisory Director in 2009 and supports the firm's asset management industry practice. She will assist Berkshire Capital's transaction execution and business development efforts across the firm's practice areas. Currently, Heidi has her own consultancy, Topridge Associates LLC which focuses on the institutional and ultra high net worth sectors. Topridge's services include strategic assessment, best practices consulting, investment advisory services and family governance.
Prior, Heidi served as Senior Advisor to Lowenhaupt Global Advisors, LLC where she built this third-generation family business into a global wealth management firm. Additionally, Heidi spent eighteen years at Neuberger Berman, where she ran its private client business (accounting for 70% of firm revenue) and was a member of its Executive Management Committee as well as a director of the public company. Her unit's success contributed to Neuberger Berman's successful sale to Lehman Brothers in 2004.
Heidi serves on corporate boards for AvivaUSA, Nuclear Electric Insurance, Ltd., and CIFG. She is also an independent trustee and member of the Audit, Governance, and Compliance Reports and Regulatory Matters Committees for the Eaton Vance Group of mutual funds.
Heidi received her MBA in Finance from Columbia University in 1985, and her BA, summa cum laude, in 1975, from Boston College, where she was elected to Phi Beta Kappa.