Mr. Santarsiero serves as president and chief executive officer of Marshall & Stevens, an independent valuation services firm based in Los Angeles, California. Founded in 1932, Marshall & Stevens is a recognized leader in valuation services and is one of the oldest and most respected independent multi-disciplinary valuation firms in the U.S.
Prior to his appointment as president and CEO, Mr. Santarsiero served as the corporate controller of a holding company that owned Marshall & Stevens. He also held other prominent roles within two major CPA firms where he worked with many closely-held companies in the area of audit, tax and management advisory services.
Mr. Santarsiero earned an M.B.A. from the University of Southern California and a B.S. in accounting from the University of Scranton. He is a certified public accountant in Pennsylvania and California and is an active member in the AICPA, New Jersey and California CPA societies.
Steven A. Susel is a Managing Director of MS Capital, a subsidiary of Marshall & Stevens Incorporated. He works with both the ESOP Group and the Capital Markets Group within Marshall & Stevens to develop business opportunities and execute transactions. He specializes in evaluating and working with privately held companies and their management teams to achieve their corporate and personal objectives.
Experience - Mr. Susel has been involved in the investment banking profession since 1993 in a number of positions. His experience in the merger & acquisition, venture capital, public market and ESOP areas resulted in extensive experience working with private companies to create liquidity and growth strategies. He also has extensive experience developing and executing marketing programs designed to develop business opportunities for his company. Presently, he is responsible for developing and executing ESOP opportunities for the company in the eastern United States as well as valuation assignments from M&S’s strategic relationships.
Education - Mr. Susel received his B.A. and M.A. in Political Science from Case Western Reserve University and his M.B.A. from American University. He is a graduate of the Gilman School in Baltimore, MD.
Greg Feldman is a Director with Marshall & Stevens, primarily covering the Southeast part of the United States. He also sits on the MS Capital mergers & acquisitions Team. His primary responsibilities include directing the Marketing and Business Development efforts in this territory, as well as the Relationship Manager with key clients and large scale or complicated projects.
Greg joined Marshall & Stevens in 2010 and has been an integral part of the growth of the valuation practice in the Southeast. During his 30 year career, he has driven results in various successful business development and operational roles within a diverse group of industries. Prior to working within the Professional Services industry, Greg spent time in the Retail and Consumer Products industry and Printing, Fulfillment and Logistics with a global firm. Greg was successful in helping a Big 4 Accounting firm grow revenues and maximize client satisfaction within several practices including Tax, Audit and Assurance, and Advisory Services. Greg has spent many years working on large, challenging engagements and is adept at project management with complex implementations. Additionally, Greg has spent years understanding client needs and helping achieve a mutual set of goals.
Greg holds a Bachelor of Science in Business Administration from the University of Florida. He has received extensive training in Sales, Sales Management, Negotiation, Project Management and overall Business Development. Greg is active on several boards including Bloomingdale Youth Sports Association and the Association of Corporate Growth serving as the Membership Committee Chair.
Alex is Vice President of MS Capital and is involved in all aspects of deal execution. Alex handles valuation analyses for clients of national networks of insurance and financial planning agencies.
Alex delivers continuous financial oversight support to clients and has trained and mentored dozens of analysts during his time with MS Capital. Having the opportunity to start his career with Marshall & Stevens in 2008 right after college, Alex continues to support the growth and success of MS Capital.
Alex received his B.A. in Economics from the University of California, Irvine.
Jordan is a member of MS Capital Investment Banking Group. Jordan is involved in new client development, managing all aspects of client transactions, the creation and delivery of valuation presentations, and is responsible for the development, training, and mentoring of analysts.
Prior to joining MS Capital in 2017, Jordan was a Senior Associate with RSM in the Transaction Advisory Services department and a Senior Accountant with SingerLewak LLP.
Jordan received a B.S. in Accounting from Loyola Marymount University. He holds the Certified Public Accountant designation (inactive). He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).