Bergen Asset Management, LLC (“Bergen”) is a New York-based global asset management firm focusing on equity investments in high growth publicly-traded and private companies, primarily outside of the United States. Bergen is sector-agnostic but has a particular preference for investments in industries that have the potential for above-market medium term appreciation.
Mr. Tablis brings a wealth of legal and financial experience to Bergen. Most recently, Mr. Tablis was one of the three co-founders and Managing Directors of SpringTree Global Investors, LLC, a New York funds management firm. Prior to that, Mr. Tablis worked as a securities and M&A lawyer at Chapman Tripp, the largest New Zealand law firm; was a securities and M&A attorney at Fried Frank, a large New York bulge bracket law firm; worked in the senior Of Counsel position at Moses & Singer, a well-known mid-sized New York law firm; and was the Managing Director of KTA Capital, a registered New York broker-dealer that focused on small-cap public markets outside of the United States.
Mr. Tablis is admitted to the Bar in New York. Mr. Tablis holds a Bachelor of Commerce (Finance) degree and a Bachelor of Laws degree from the University of Auckland, New Zealand.
Vice-President, Bergen Capital (Australia), LLC
Mr. Martin has over 12 years of investment banking and investment experience in the Australian market. Mr. Martin brings significant financial structuring and analytical skills to the Bergen team. Previously, Mr. Martin worked as a valuations specialist at PricewaterhouseCoopers, Sydney; was an Equity Capital Markets banker at Citibank, Sydney; was a member of the structured finance team at Investec Bank, Brisbane/Sydney; and was an investment professional at an Australian family investment office.
Mr. Martin is a Chartered Accountant and holds a Bachelor of Commerce (Accounting & Finance) from the University of Sydney and a Graduate Diploma in Applied Finance from FINSIA.
Vice-President, Bergen Capital (UK) Limited
Mr. Norton has extensive experience in both corporate law and investment banking with a specific focus on the London Stock Exchange’s AIM Market.
Prior to joining Bergen, Mr. Norton practiced as a solicitor at K&L Gates before moving to investment banking, first joining the corporate finance department of Westhouse Securities and, most recently, finnCap. Whilst working in corporate finance, Mr. Norton advised on a number of AIM IPOs and fundraisings, mostly in the natural resources sectors and was classified as a Qualified Executive by the London Stock Exchange.
Mr. Norton is a qualified solicitor in England and Wales and holds an MA from Edinburgh University and a Diploma in Corporate Finance from the ICAEW.
Chief Financial Officer / Chief Operating Officer
Mr. Burns has been with Bergen since the firm’s inception and focuses on managing the firm's operations and financial planning and reporting, as well as the firm’s treasury function.
Prior to joining Bergen, Mr. Burns worked as an Operations Associate with International Fund Services, a division of State Street Alternative Investment Solutions, and as an Analyst with SpringTree Global Investors, LLC.
Mr. Burns has completed Level 1 of the CFA Program and holds a BBA in Finance from James Madison University.
Mr. Patel manages the firm’s accounting function.
Prior to joining Bergen, Mr. Patel was an Assurance Associate at PricewaterhouseCoopers LLP, and a Fund Controller’s Group Associate at FLSV Fund Administration Services, LLC, serving the Morgan Stanley Private Equity and Infrastructure Funds.
Mr. Patel is a Certified Public Accountant in the State of New York, and holds a BBA in Accounting from Pace University.
Mr. Muchnik is part of the operations and accounting team at Bergen.
Most recently, Mr. Muchnik was a hedge fund administrator for U.S. Bank’s fund operations division. Prior to that, he was an equity trader for Trillium Trading LLC based in New York.
Mr. Muchnik has completed Level 1 of the CFA Program and holds a B.S. in Finance from Pennsylvania State University Smeal School of Business, as well as a minor in Corporate Law.
Ms. McDonnell provides analytical and due diligence support to the senior members of the investment team.
Most recently, Ms. McDonnell was a Senior Analyst at Ipreo LLC, a global provider of market intelligence to publically listed companies and investment banks.
Ms. McDonnell holds a BS in Finance and International Business from the NYU Stern School of Business.
Chief Administrative Officer
Prior to joining Bergen, Ms. Pitman spent nine years as an Analyst at Barclays Capital working directly with senior management in the Finance department. The last two years of her tenure at Barclays were spent working on the Finance COO team wherein she coordinated a variety of internal management and support services. At Barclays Capital, she gained substantial experience with organizational transformation and team strategy for a department of over 600 people. Prior to Barclays, Ms. Pitman worked for Citigroup where she provided internal leadership for the Emerging Markets department’s programs, budget, operations and policies.
Ms. Pitman attended LeMoyne College and holds a BA in History from the University at Albany.