INVESTMENT TEAM
DAVID K. SHERMAN
Founder, President & Portfolio Manager
David Sherman founded Cohanzick Management, LLC in 1996 and CrossingBridge Advisors, LLC in 2016 and currently serves at the Portfolio Manager on the CrossingBridge Low Duration High Yield Fund. Mr. Sherman has 35+ years of investment management experience. Earlier in his career, Mr. Sherman was actively involved as a senior executive in Leucadia National Corporation’s corporate investments and acquisitions and was Treasurer of the holding company’s insurance operations. Mr. Sherman holds a B.S. from Washington University.
BRUCE FALBAUM, CFA
Principal
Bruce Falbaum joined Cohanzick Management, LLC as a Principal in 2010 and has been an employee of CrossingBridge since its inception in 2016. Mr. Falbaum has 35+ years of investment management experience having previously worked at Seven Bridges Management, LP, Ulysses Management, LLC, Halcyon Partnerships LLC and Prudential Insurance. Mr. Falbaum holds a B.A. from Duke University and a M.B.A. from the University of Michigan.
JONATHAN BERG
Asst. Portfolio Manager
Jonathan Berg joined Cohanzick Management, LLC in 2010 and has been an employee of CrossingBridge since its inception in 2016 where he currently serves as a Senior Analyst. Mr. Berg has 25+ years of investment experience having worked at Bear Stearns, Merrill Lynch, Ellington Management, and Trust Company of the West. Mr. Berg holds a B.A. from Duke University.
KIRK WHITNEY, CFA
Asst. Portfolio Manager
Kirk Whitney joined Cohanzick Management, LLC in 2013 and has been an employee of CrossingBridge since its inception in 2016 where he currently serves as a Portfolio Analyst. Mr. Whitney has 20+ years of experience having worked at the Solaris Group, Concordia Advisors, Alliance Capital and Bloomberg. Mr. Whitney holds a B.S. from Pennsylvania State University.
CHEN LING
Analyst
Chen Ling joined Cohanzick Management, LLC and CrossingBridge as an investment analyst in 2021. Ms.Ling’s experience includes equity trading at TD Ameritrade, private wealth management at Stratos Wealth Partners and sell-side equity research at Credit Suisse. Ms. Ling holds a B.S. from University of California San Diego, and an MBA from NYU Stern School of Business
SPENCER ROLFE
Asst. Portfolio Manager
Spencer Rolfe joined CrossingBridge in 2023 as an Assistant Portfolio Manager. Prior to joining the Adviser, Mr. Rolfe was a Managing Director at Corvid Peak Capital Management and an Analyst at Arena Investors, focusing on credit opportunities and special situations. Mr. Rolfe began his career at Cohanzick Management, LLC, an affiliate of the Adviser, in 2017, covering performing and distressed credit opportunities and equity special situations. Mr. Rolfe received his B.A. from the University of Missouri.
DAVID DIKUN
Portfolio Specialist
David Dikun joined Cohanzick Management, LLC and CrossingBridge in 2019 as a Portfolio Specialist. Mr. Dikun holds a B.S. from Pennsylvania State University.
OPERATIONS TEAM
JONATHAN BARKOE
CFO & CCO
Jonathan Barkoe joined Cohanzick Management, LLC in 2004 and has been an employee of CrossingBridge since its inception in 2016 where he serves as CFO and CCO. Mr. Barkoe, who has 25+ years of accounting and audit experience, has been in charge of Cohanzick’s accounting since the firm’s inception. Prior to joining Cohanzick, Mr. Barkoe was an accountant with Raines & Fischer. Mr. Barkoe holds a B.S. in accounting from Indiana University and a M.S. in Taxation from Baruch College.
DIVYA JACOB
Chief Administrative Officer
Divya Jacob joined Cohanzick Management, LLC and CrossingBridge in 2021 as Chief Administrative Officer. Ms. Jacob has over 15 years of experience having served as Chief Operating Officer at ENSaT. Ms. Jacob holds a B.S. from Binghamton University.
JOHN CONNER
Director of Strategic Relationships
John Conner joined Cohanzick Management, LLC and CrossingBridge in 2017 where he serves at the Director of Strategic Relationships. Mr. Conner has over 10 years of experience having worked at Collins Capital, Persimmon Capital Management, Fortigent, and SEI Investments. Mr. Conner holds a B.S. from Lehigh University.
ISRAEL ADLER
Compliance Officer
Israel Adler joined Cohanzick Management, LLC and CrossingBridge in 2021 and currently serves as the Compliance Officer. Mr. Adler began his career in 2013 at a mid-sized multi-strategy hedge fund and was instrumental in the rebuilding and restructuring of their compliance program. Since then, he worked at Fiera Capital Inc, and Aperture Investors LLC. In 2017 Mr.Adler founded Public Securitization Associates (‘PSA’). PSA focused on restructuring specific revenue streams for municipalities and states based on current and historical data. Mr. Adler holds a B.A. from Thomas Edison State University.