Bill is the Chairman and Chief Executive Officer and the founder of Samoset Capital Group LLC, where he is responsible for providing the firm's strategic leadership, planning and broad executive management. 

Prior to founding Samoset, Bill was President and CEO of CSFB Data and Analytics Company.  Bill spent 28 years in various roles for Credit Suisse First Boston (CSFB) and its predecessor organizations.  Having served as a Managing Director doing business in over 40 countries around the world, he has worked in leadership roles in Investment Banking, Capital Markets and Research.  In Capital Markets, he ran all new issue debt and syndicate businesses for CSFB in the Pacific Region.  Bill also established and managed a number of new business initiatives in Capital Markets from New York.  In Research, he oversaw all Fixed Income Strategy, Credit, Emerging Markets and Structured Product Research globally.  During his leadership, the firm's Institutional Investor rankings improved from #14 in the United States (and not ranked internationally) to #3 Worldwide.  In Investment Banking, he was responsible for developing and servicing major client relationships in the Pacific Region.

Bill currently serves as Chairman of the Board of Directors of Laurel House and President of the Tokeneke Club in Connecticut.  He has served as a Trustee and Head of the Alumni Association at St. George's School and as President of the Delafield Island Tax District.

Bill graduated cum laude from Williams College with high honors in his major, and holds an MBA from Columbia Business School, where he was student president and received the Business School Award for outstanding service to the school.

Peter is the President and Chief Operating Officer and a co-founder of Samoset Capital Group LLC, and is responsible for directing, administering and coordinating the firm's activities.

Peter was most recently the Head of the U.S. Capital Markets Practice at Linklaters, a leading global law firm with over 2,000 lawyers and offices in 22 countries.  Peter has 20 years of experience advising leading U.S. and international corporate and financial institutions in the areas of capital markets, corporate finance, private equity and general corporate matters.  One of the founders of the U.S. practice at Linklaters, he had a leadership role in the development and management of significant businesses in the United States, Latin America and Asia for Linklaters.  Prior to joining Linklaters, Peter was a lawyer at Milbank, Tweed, Hadley & McCloy in New York.  Upon graduation from college, he worked at an engineering consulting firm in New York.

Peter is admitted to practice law in the States of New York and Connecticut, and is a member of the American Bar Association, the New York State Bar Association and The Association of the Bar of the City of New York.  He currently serves on the Board of Directors of Laurel House and The Brown University Club of Fairfield County, and is an officer and member of the Board of Trustees of The Watch Hill Chapel Society.

Peter graduated with honors from Brown University with a Bachelor of Science degree in Mechanical Engineering, where he was a member of Sigma Xi, the National Scientific Honor Society.  He received his Juris Doctor, cum laude, from Boston College Law School, where he also clerked for the Honorable Cortland A. Mathers of the Massachusetts Superior Court.  Peter also has completed a customized general management program with the Harvard Business School.

David is the Head of Product Development and a co-founder of Samoset Capital Group LLC.  David directs, administers and coordinates all of the firm's quantitative research and development of the firm's products and services.

David's career spans over 17 years at Morgan Stanley and Lehman Brothers where he had a variety of leadership roles relating to analytical financial investing.  Most recently, he headed the effort to solve and service the financial needs of pension funds, endowments and foundations at Lehman Brothers.  David's expertise lies in risk management, asset allocation and risk controlled portfolio management.  At Morgan Stanley, David was responsible for conceiving, building and distributing the risk management and analytic platform BasketLink™ used internally and externally to measure and manage the risk of portfolios.  David was instrumental in the launching of WEBs, the first international ETFs.  In this role, he advised Barclays Global Investors on the construction and management of the optimized portfolios designed to track the MSCI indexes.  Throughout his career David has advised and collaborated with some of the largest premiere plan sponsors, including CalPERS, Florida State Board, Verizon, and Stanford Endowment.  While working overseas, David began the quantitative effort for Morgan Stanley in Hong Kong.

David is a graduate of the University of California at Berkeley's School of Engineering and holds a degree in Industrial Engineering and Operations Research.

John is the Chief Executive Officer of Samoset Wealth Management LLC, where he provides strategic leadership and executive management and is developing Samoset’s wealth management business.

Most recently, John served as Managing Director and Head of Private Wealth Management at UBS Wealth Management Americas and Chairman of UBS Private Bank Americas.  Over the three and one-half years he led UBS Wealth Management Americas, he increased the number of Private Wealth Advisors from 80 to 350, increased the number of offices from one to 19 and significantly increased assets under management (AUM) for ultra high net worth clients to approximately $160 billion.  In addition, John’s team at UBS Private Bank Americas restructured and returned the US Private Bank to profitability.  From 2000-2005 John was a Managing Director and Head of Private Banking in the United States for JPMorgan, where he led a team of 500 professionals in a business with $250 billion of AUM, and $1.25 billion of revenue.  During his leadership, the Private Bank integrated private bankers from four separate mergers.  Before joining JP Morgan, John spent 13 years at Morgan Stanley leading a variety of businesses. From 1994-2000 he was Managing Director and Head of Private Wealth Management where he led a team of 250 advisors and reorganized and repositioned Private Wealth Management, growing revenues by more than 300% and achieving a profit margin exceeding 30%.

John began his career in trading, becoming the Head of Municipal Arbitrage and Municipal Trading at Salomon Brothers, and later a Managing Director and Head of Head of Municipal Arbitrage, Sales Management and Product Management at Morgan Stanley.

John currently serves on the Board of Trustess of Holderness School, where he is Chairman of the School's Investment Committee, and is a member of the Advisory Board for The Community Fund of Darien.

John received his BS degree in finance from Boston College (cum laude) and his MBA from DePaul University.

Tom is our Chief Investment Officer and is responsible for all aspects of the firm’s investment process and programs.  He oversees the evaluation and selection of all investment services provided by Samoset and is responsible for directing the alignment of all investment services with the firm’s goals and appropriate risk tolerance, and in the best interests of Samoset clients.

Tom has over 20 years of experience in the financial services industry, and was most recently the Chief Investment Officer of Managers Investment Group, a major investment advisory firm, where he oversaw the management of over $8 billion in assets in 29 mutual funds and a broad range of separate accounts across a wide variety of traditional financial asset classes and various forms of derivative investments.  He created and chaired the firm’s Investment Committee, and as CIO oversaw a wide range of investment disciplines and solutions, including mutual funds, separate account strategies, multiple attribute portfolios, and sub-advisory services to financial institutions and intermediaries, and private investors.  70% of the funds he directed performed above their peer group median (Morningstar category) since inception and 60% performed in the top quartile.  Prior to becoming CIO, he was the Director of Research, where he built the internal investment research capability from its inception.  He also directed the development of new products and refined, redesigned and managed the firm’s asset allocation portfolios.  Prior to joining Managers Investment Group, Tom gained broad experience serving as an investment analyst and registered representative at various investment management, management consulting, and mutual fund sales organizations.

Tom has been quoted in The Wall Street Journal, Investors Business Daily and a number of other financial publications, and has presented at various industry conferences.  He currently serves on the Investment Committee for the Norfield Congregational Church, where he was previously the Chairman of Trustees.

Tom is a graduate of Lehigh University and the Leonard N. Stern School of Business at New York University, and has earned the Chartered Financial Analyst designation.  He is a member of CFAI and the New York Society of Security Analysts.

Peter is our Head of Sales and New Business Development, oversees all marketing and sales of our services and is responsible for all of the firm's new business development activities, including marketing to strategic partners and acquisition candidates.

Peter has spent 36 years working in the investment banking industry, both in the United States and abroad (primarily London, Europe and non-Japan Asia).  Peter most recently worked with Carolina Financial Securities as a banker assisting middle market companies structure and raise private investment capital.  Prior to his affiliation with Carolina Financial, Peter was a Managing Director at Credit Suisse First Boston (CSFB), and a member of the firm’s Investment Banking Committee, Leveraged Loan Capital Committee, and Fixed Income Management and Operating Committee.  He spent 20 years at CSFB and its predecessor organizations, acting in various senior client and management roles within Fixed Income, Capital Markets and Investment Banking.  Peter has spent most of his career developing relationships with and advising Fortune 500 or equivalent corporations in the United States and abroad.  In Capital Markets, his last area of responsibility, he was Co-Head of Global Debt Capital Markets.  Peter started his career at JP Morgan and subsequently joined Dillon, Read & Co.   His other affiliation was with Bear Stearns, where he was a Senior Managing Director.  Since his retirement from CSFB in 2005, Peter has also engaged in consulting services, primarily fund raising, for a New York-based hedge fund, invested in and acted as manager of a real estate development company, and participated as an investor in and a member of the Business Roundtable of a private equity firm.

Peter has served on a number of charitable, public and private organizational boards, including the Red Cross-New Canaan Chapter and the Phillips Exeter capital campaign.

Peter graduated from Princeton University with a Bachelor of Arts degree in Economics.

Clark is our Chief Financial Officer and is responsible for all aspects of Samoset's financial reporting, financing initiatives and investment policies.

Clark has spent 30 years in the investment banking industry, mostly with Credit Suisse First Boston (CSFB) and its predecessor organizations.  At CSFB, he worked in the Corporate Finance Department assisting domestic and foreign clients with fixed income, equity and equity related financings and advising on mergers, acquisitions, divestitures and other strategic matters.  During his first term with CSFB, he led the firms corporate finance and new business effort in Dallas, Texas.  Later, he returned to New York to form and head its Transportation Group providing investment banking services to airlines and railroads in the United States and abroad.  During his second term at CSFB, Clark served as the Chief Operating Officer of the firm’s Global Corporate Finance Group.  Following his retirement from CSFB in 2001, Clark joined Windward Capital Management, LLC, a leverage buyout firm in New York.  At Windward, he was responsible for new business development and identifying “non-auction” investment opportunities for the firm.  In the period between his two terms at CSFB, Clark was President of Altair Financial Corporation, an alternative asset class money management firm.  Later, he worked as a Managing Director-High Yield at Nomura Securities International, Inc.

Clark received his Bachelor of Arts degree from Stanford University prior to joining the United States Navy.  While in the Navy, he served as a Naval Flight Officer, had two tours in Vietnam and attended the Navy Fighter Weapons School (“Top Gun”).  After his tour of duty, Clark earned his MBA from Stanford Business School.

Peter is our Head of Alternative Strategies and is responsible for all aspects of Samoset’s hedge fund and private equity investment process and products for its individual, family, endowment, and foundation clients and institutional partners.

Peter has spent over 27 years working in the financial services industry, and since 1997 has been the Managing Member (general partner) of Diversified Capital Investment Fund, L.P., a fund of hedge funds designed to provide high net worth investors with non-correlated absolute returns in all market environments.  Most recently, Peter was also the Director of Business Development at Martello Investment Management L.P., a specialized investment advisory and fund of hedge funds firm, where he was responsible for all aspects of sales and marketing including strategy, implementation, budgeting, and metrics, to the firm’s endowment, insurance company, consulting, family office and bank clients.  From 1981 to 1995, Peter was a Director at Credit Suisse First Boston (CSFB) where he was responsible for, at various times, trading, structuring and marketing risk management products to institutional clients in the United States, Europe and Asia.  Peter’s product experience covered global fixed income, equity, currency and commodities markets.  Subsequent to his retirement from CSFB in 1995, Peter held senior marketing, sales and investor relations positions with John W. Henry & Co., Inc., a global investment management firm, where he was a member of the operating and investment policy committees and Archetype Risk Advisors, Inc., a multi-strategy, alternative investment management company.

Peter has served as a Chairman of the Futures Industry Association and a Public Director and Audit Committee Chair of the New York Board of Trade.  He has also served on the Financial Products Advisory Committee of the Commodity Futures Trading Commission and the Blue Ribbon Panel of the Board of Trade Clearing Corporation (Chicago Board of Trade) Strategic Technology Review.

Peter graduated from Boston University and has an MBA from Boston College.

Rajan oversees Samoset's customized institutional solutions initiative and all transitions and integration of people, operations, systems and technology in connection with the acquisitions made by Samoset.
 
Rajan has over 30 years of experience in the financial services industry, and most recently was a Senior Managing Director and the Chief Operating Officer of Bear Stearns Asset Management, which managed over $43 billion for institutions and HNW individuals.  At BSAM, Rajan was responsible for the day-to-day operating infrastructure of the business, including operations, technology, compliance, operating risk, finance, human resources and marketing services.  Prior to working at Bear Stearns Asset Management, Rajan was the Chief Administrative Officer and a member of the Management Committee of Lord, Abbett & Co., where he was responsible for strategic planning, operations and technology.  Rajan spent 17 years at Bankers Trust rising to Partner, Senior Managing Director and Deputy Chief Information Officer where he was responsible for the company’s $1.2 billion, 3,000 employee worldwide technology organization, and led the centralization of worldwide technology operations and systems groups, saving over $200 million annually.   Prior to that role, he was a Senior Managing Director and the Chief Operating Officer of Private Banking, Product Development & Marketing for Retirement Services, and Group Head for the Defined Contribution Business.
 
Rajan currently serves on the Board of Advisors of Beehive Ventures LLC, a technology venture capital firm, and is a Trustee of the Prashanti Trust, which provides free education and medical care in third world countries.
 
Rajan has a Masters of Science, Operations Research, from New York University and a Bachelors of Engineering in Structural Engineering from Birla Institute of Technology in India.