James M. Peterson
Founder & Managing Partner
Prior to founding Nearwater Capital, Mr. Peterson was a Senior Managing Director at Guggenheim Partners where he worked for over 14 years as Head of Origination of Guggenheim Treasury Services. Prior to working at Guggenheim, Mr. Peterson was a Senior Vice President for Lehman Brothers where he worked for five years, both in London and New York as a banker in ABCP Origination where he structured and launched over 20 conduits for European banks. Prior to Lehman Brothers, Mr. Peterson was Head of ABS for the Americas for Bayersiche Landesbank, where he launched and oversaw two ABCP conduit programs with over $15 billion in CP outstandings.
Christopher R. Conetta
Senior Managing Director
Mr. Conetta joins Nearwater Capital with 25 years of experience in Fixed Income Trading and Origination. Previously, he was a Managing Director at Barclays Capital Inc., responsible for the U.S. Rates Cash Trading business, which encompassed U.S. Treasuries, Agencies and SSA’s. In addition to managing Barclays U.S. Rates business, Mr. Conetta also managed the market-leading short-term Rates and Credit trading businesses at Lehman Brothers and then Barclays, while also being responsible for the Origination of ABCP and unsecured commercial paper programs.
Jonathan M. Kitei
Senior Managing Director
Jonathan Kitei is the Head of Risk Retention Financing and brings a wealth of experience and leadership in banking and structured products to Nearwater. Previously, Mr. Kitei was a Managing Director at Barclays Capital responsible for managing US Securitized Products Sales and Global CLO Distribution. His prior roles include Head of US CLO Origination and Syndicate as well as Head of US Loan Sales which he held at both Barclays and Lehman Brothers. Prior to joining Lehman Brothers, Mr. Kitei was Head of Loan Sales and Trading at Sun Trust Equitable Securities and Head of Loan Trading at BancAmerica Securities and served on the Board of the Loan Syndications and Trading Association for six years including two years as Chairman of the Board.
Managing Director & General Counsel
Mr. Kimmel has been a senior counsel in the financial industry with significant experience advising sales, trading and structured finance businesses on a broad range of legal, compliance and regulatory issues. He was a Managing Director and Head of Legal for the Fixed Income businesses at both Lehman Brothers and Barclays Capital, with additional responsibilities as chair of committees reviewing new products and transactions. Most recently, he was Deputy General Counsel at Guggenheim Securities. Mr. Kimmel has also participated in a number of industry initiatives and programs, and was a member of the Legal and Compliance Executive Committee of SIFMA.
Chief Operating Officer
Mr. Levy is the Chief Operating Officer of Nearwater Capital. He has over 28 years of Fixed Income Trading, Sales and Structuring experience. Prior to joining Nearwater, Mr. Levy held numerous positions at Bank of America and Merrill Lynch, including as a senior structurer in Global Cross Asset Solutions and Strategies, Chief Operating Officer for New Product Development and Global Structured Products, and controller for various trading and investment entities. Prior to Merrill Lynch, Mr. Levy worked for Credit Agricole in its Treasury Group in Accounting and Control, and CS First Boston as a Senior Accountant. Mr. Levy is a CPA and started his career at KPMG Peat Marwick where he was an Auditor.
James (Jay) Vasser
Managing Director, Head of Structuring
Mr. Vasser was most recently the head of Treasury and Risk Management at Guggenheim Securities in New York where he worked for the past 5 years. Prior to that he was the primary trader for the Structured Lending Group at Citigroup Global Markets where he originated, structured, and owned the risk on a multi-billion dollar portfolio of structured loans. He began his career in 2004 at Lehman Brothers and continued at Barclays Capital until 2010 where he worked in the Structured Portfolio Finance team in Prime Services.
Managing Director, Origination & Investor Relations
Prior to Nearwater, Ms. Cho worked at Guggenheim as a Director in the Treasury Services Group originating ABCP transactions. Ms. Cho was, earlier, a Vice President in Lehman Brothers' Structured Finance Product Management Group focused on marketing and placement of various off-the-run structured finance products. Also at Lehman, Ms. Cho worked in the ABCP Product Management Group working with ABCP Sponsors on structuring and bringing to market new ABCP programs.
Senior Director, Rates Trading
Mr. Wigderson brings over fifteen years of fixed income market experience to Nearwater Capital. Prior to joining the firm, Mr. Wigderson was a senior trader on the US Agency desk at UBS where he focused on providing client solutions through primary and secondary market execution. Prior to UBS, he held senior trading positions on the US Agency and US Treasury desks at JP Morgan. Mr. Wigderson began his career as an auditor with KPMG and has held roles at Chase Bank and Barclays Capital.
Paterno (Tino) Luzano
Director, CP Trading/
Mr. Luzano was a Director of Short-Term Fixed Income Trading at BoAML from 2007-2014. While at BoAML, he traded CP and ABCP for over 18 programs with cumulative outstandings of over $50 billion. Prior to BoAML, Mr. Luzano worked at JPMorgan in Global Treasury where he was responsible for managing the funding and liquidity requirements of the bank-sponsored ABCP programs. In addition to his experience as a trader, Mr. Luzano has worked in Administration rolls at major conduits for Chase Manhattan and Credit Lyonnais where he gained experience in managing the issuance, liquidity management and administration of large conduits.
Director, Trade Compliance / Transaction Management
Prior to Nearwater, he was a cross asset derivatives structurer at Credit Agricole focusing on structured solutions for corporate clients and institutional investors. Previously, Mr. Yang was with Morgan Stanley and RBC Capital Markets. Mr. Yang holds a B.S. in Electrical Engineering from the University of Illinois at Urbana-Champaign, a M.S. in Electrical Engineering from the University of Southern California, and a M.S. in Financial Engineering from Baruch College of the City University of New York.
Izabela manages the accounting and reporting functions for the Company. She joined Nearwater Capital from Miura Global, where she performed Controller functions for the Funds and Management Company. At Miura Izabela was responsible for oversight of accounting and audit, tax reporting, monthly NAV closings, supporting traders and reporting for various groups within organization. Prior to Miura Global Izabela worked at Goldman Sachs Administration Services where she was Senior Fund Accountant and managed accounting for various hedge fund clients. Izabela began her career in 2005 as an auditor at Ernst & Young LLP within Asset Management Group. Izabela is a CPA licensed in New York and holds BBA in Public Accounting from Baruch College.
Director of Administration
Claudia Lemmer started her career with AIM Fund Services in Houston, TX. Currently Ms Lemmer is Head of Administration for Nearwater Capital, where she is responsible for Human Resources, Administration, Commercial Logistics and operational efficiency. Prior to Nearwater, Ms Lemmer worked at New England Consulting in inside sales and marketing.
Associate Director, Trade Compliance/Transaction Management
Mrs. Giardino was an Associate Director and Sr. Portfolio Manager for FMS Service Group from 2010-2018 where she issued commercial paper for Kells Funding LLC and managed the daily administration of the conduit. During her tenor, she also administered a $5 billion Total Return Swap warehouse facility consisting primarily of CLO’s and Student Loans. Prior to joining FMS-SG, Mrs. Giardino worked for DEPFA Bank plc from 2004-2010 where she was a Jr. Trader for a $25 billion ABCP conduit, Morrigan TRR Funding. Ms. Giardino began her career at Salomon Smith Barney in 1999 as a trading assistant for Retail Sales and Trading.
Christina C. Cheung
Associate Director, Transaction Management
Prior to joining the firm, Ms. Cheung worked at Mizuho as Vice President on the ABCP/Securitization team, originating, structuring, and underwriting securitization facilities. Prior to Mizuho, she was an Associate in Credit Agricole’s ABCP/Securitization team, focused on portfolio management, credit analysis, and financial modeling. Ms. Cheung began her career in an ABCP/structured products role at State Street, where she worked on conduit and portfolio management.
Nearwater Capital | Specialty Financing Company Based in New York, NY
Operations / Trade Settlement
Ms. Narayan comes to Nearwater from Dexia Credit Local’s New York office, where she worked for more than 15 years in various settlements and operational roles. She has extensive operational experience in money market instruments such as CP and CDs, as well as interest rate and credit derivatives and foreign exchange. She began her career at Fortis Bank’s New York branch where she held as senior roll in derivative operations.
Mr. Baumann worked at Wells Fargo Securities as an Analyst in the Corporate Debt Finance group, originating, structuring and underwriting CLOs and warehouse facilities backed by corporate loans. Mr. Baumann has internship experience at Nearwater, Merrill Lynch and Guggenheim and holds a Bachelor’s Degree in Business Administration from George Washington University
Analyst, Trade Settlement/
Mr. Orejuela serves as a Transaction Support Analyst. In this role, Mr. Orejuela supports closings for new and existing customers, including legal documentation review, preparation of operational documentation for booking and preparation of closing checklist packages. Prior to joining Nearwater, Mr. Orejuela was a paralegal at Holland & Knight LLP within their Structured Finance Group. He also served in the United States Marine Corps Reserve as a Platoon Sergeant.