Our Team

Arthur G. Altschul, Jr.
Chairman and Chief Executive Officer

Mr. Altschul, Jr. is Chairman and Chief Executive of Overbrook Management Corporation and a representative of Overbrook's founding family. Mr. Altschul has over 30 years of experience in asset management and investment banking, having worked at Goldman, Sachs & Co., the Maximus Fund, LP and Morgan Stanley & Co. He serves on the board of directors of General American Investors. Inc., The Overbrook Foundation, and the Child Mind Institute.

Mr. Altschul holds a BS in Computer Science from Columbia University.

Richard Zenker

Mr. Zenker joined Overbrook in 2003 and is President. He is responsible for all aspects of the Firm's relationships with current and prospective clients and screening alternative investment opportunities. Prior to joining the Firm, he held senior positions in private wealth management. finance. and taxation at Thomas Weisel Partners, Royal Bank of Canada and Kidder, Peabody & Co.

Mr. Zenker holds a BS in Economics from the Wharton School, University of Pennsylvania, where he graduated Cum Laude, and an MBA from the University of Chicago.

Frank Siciliano
Chief Operating Officer, Chief Financial Officer, Treasurer, Chief Compliance Officer

Mr. Siciliano joined Overbrook Management Corporation in 2013 and is the Chief Operating Officer, Chief Financial Officer, Treasurer and Chief Compliance Officer. Prior to joining Overbrook, he was the Controller at Baron Capital Group, Inc. from 2010 to 2013. Prior to joining Baron Capital, he spent 11 years at EisnerAmper LLP ending his tenure as a Senior Manager.

Mr. Siciliano holds a BS in Accounting from St. John's University.

Ryan Kanaley
Chief Investment Officer

Mr. Kanaley serves as Overbrook's Chief Investment Officer and is the lead portfolio manager of the Overbrook Core Equity Fund. He joined Overbrook as a Senior Research Analyst in 2022. Prior to joining Overbrook, Mr. Kanaley was a Senior Equity Analyst for Seven Canyons Advisors where he covered global equities. He also brings experience from Wasatch Global Investors as an Equity Research Analyst, JR Miller Enterprises Family Office as a Principal on the investment team and JPMorgan Chase & Co.

Mr. Kanaley holds an MBA from The Wharton School, University of Pennsylvania and a BS with distinction in Finance from Brigham Young University.

Richard Appelgren
Managing Director, Family Office Services

Mr. Appelgren joined Overbrook in 2003 and is the Managing Director of Family Office Services where he works closely with Overbrook's clients and a team of external professionals to manage clients' daily financial matters and to provide a wide range of concierge services. Prior to joining Overbrook, Mr. Appelgren held multiple positions at Diaz & Altschul Capital LLC, served as the Chief Operating Officer for Silverman Capital, LLC, was an Equity Research Assistant at Robertson Stephens, Inc. and served as Grants Manager for the Gerda Lissner Foundation.

Mr. Appelgren holds an Artist Diploma from Yale University School of Music, MM with Distinction from the New England Conservatory and a BA from Concordia College, Moorhead, MN.

Jonathan Shaban, CFA
Vice President

Mr. Shaban joined Overbrook in 2023 as a Vice President. He is part of the wealth management team responsible for investments and client account management for the Firm's separately managed accounts. Prior to joining Overbrook, Mr. Shaban spent over 6 years at Bank of America Private Bank, ending his tenure as a Portfolio Management Senior Associate.

Mr. Shaban holds a BS & BA in Finance & Economics from Stony Brook University. He is a CFA Charterholder.

Jill Situ

Ms. Situ joined Overbrook in 2022 as the Firm's Controller. Prior to joining Overbrook, she was the Controller of Rizvi Traverse Management LLC, a private equity investment company from 2013 to 2022 and Assistant Controller of American Securities LLC from 2006 to 2013. Prior to joining the private equity investing industry, she started her career at Deloitte and HSBC Alternative Investment as a tax supervisor.

Ms. Situ holds a MS in Accounting from Binghamton University.

Wade Goehle
Manager of Financial Reporting

Mr. Goehle joined Overbrook Management Corporation in 2019 and is the Manager of Financial Reporting. Prior to joining Overbrook, he spent over 3 years at KPMG ending his tenure as a Senior Audit Associate.

Mr. Goehle holds an MBA in Accounting from St. Joseph's University, New York and a BS in Accounting from SUNY Plattsburgh.

Ivy Garr
Senior Operations Specialist

Mrs. Garr joined Overbrook in 2005 and is currently a Senior Operations Specialist. Prior to joining Overbrook, she was a professional dancer with the Trinity Irish Dance Company.

Mrs. Garr holds a BS in Business Administration from Fordham University.