Richard M. Fuscone
Mr. Fuscone joined Berkshire Capital as an Advisory Director in 2013 and brings extraordinary experience from a very successful 39-year career in the financial services industry. He will assist Berkshire Capital’s business development and execution efforts across the firm’s asset management and securities practices. Prior to Berkshire Capital, Rick was the CEO of Capital Management & Investment Partners, LLC, a boutique advisory and investment firm serving family offices, multi-family offices, endowments, and institutional investors with alternative investment solutions.
Previously, Rick was a Special Advisor to the CEO of Gleacher & Co., Inc. and the founder and Managing Partner of Principal Advisory LLC, a consultancy, providing services to a broad range of institutional clients. Rick spent over 21 years with Merrill Lynch during which he headed a major segment of the firm’s global institutional businesses and was one of the principal architects and head of the industry’s leading Global Fixed Income platform. Prior to his early retirement from the firm, he was Executive Chairman of the Americas and COO of the Corporate & Institutional Client Group.
Rick graduated from Dartmouth College with a BA degree in History and received an MBA in Finance from the University of Chicago Graduate School of Business. He has served on numerous non-profit and educational boards and committees including the Wharton Financial Institutions Center, Graham-Windham, the Juvenile Diabetes Research Foundation International, the Diabetes Research Institute (DRI), Kids-in-Crisis, the Brunswick School, the Transportation Association of Greenwich, and the Historical Society of Greenwich.
George W. 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.
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.