CEO & Co-founder
Mike is the founder of I-Bankers Securities Inc., an international investment bank established in 1996. He has lived between Italy and the U.S. since 1994 and works from offices in Lugano, Switzerland and New York, NY. He has served as a director of various companies throughout his career. Under his leadership, I-Bankers Securities served as managing underwriter on transactions that collectively raised more than $6Bn concluding over 90 transactions for companies in nine countries. Mike has been securities licensed since 1992 and holds both a Series 7 and Series 24 license. He holds a BSBA from the University of Phoenix and an MBA from the Owen Graduate School of Management at Vanderbilt University.
Chief Compliance Officer
Mr. Ronald Furst comes to I-Bankers having 40 years of extensive hands-on experience in the equity markets, with the last 35 years as a Heightened Risk Supervision Manager/OTC Market Maker Supervisor/Branch Manager & Director of Compliance. He is also a third generation Registered Representative with 15 years of affiliated membership on the Philadelphia Stock Exchange and has extensive branch office supervision experience and knowhow. His education includes NY Institute of Finance where he started his financial career in 1978. He holds a Series 7, 24, 63, 55, and 99.
Chief Financial Officer
Mr. Wetmore has worked in the securities industry since 1996. In 1998 he founded Bergen Capital, Inc where he was the Chief Financial Officer. He ran his firm for 8 years before selling it to BB&T Bank. He continued to work for BB&T for nine years as a Complex Manager, overseeing 3 retail and trading branches. Mr. Wetmore then worked at National Securities as a regional supervisor, supervising over 70 FAs and RIA reps across the U.S.
Mr. Wetmore holds Series 7,63,65,9,10,24 and 27 licenses.
Mr. Wetmore holds a BBA from CUNY – Baruch College in NYC.
Mr. Schalk Joined I-Bankers in January of 2017. Previously he had been with Dawson James Securities, through the current management teams annexing control from the previous partners/management.
During his tenure at Dawson James, Mr. Schalk started the Institutional Sales Department, and grew it to be a significant portion of the firm’s revenues. Mr. Schalk also formed the firm’s Capital Markets Group, and helped the firm build its investment banking practice to be one of the most active investment banks in the healthcare sector for many years.
Throughout Mr. Schalk’s career he has been involved with over 200 equity financings totaling well into the billions of dollars. In 2017, Mr. Schalk as Head of U.S. Capital Markets, helped I-Bankers to complete 15 IPOs as lead or co-lead underwriter totaling more than 2 billion dollars.
Mr. Schalk holds a Series 7, 63, and 24.
Senior Vice President
Mr. Jason Gardner joined I-Bankers Direct as Senior Vice President of Investments with over 12 years of experience in the financial services industry. Mr. Gardner brings multiple layers of discipline and focus along with comprehensive experience in mergers, acquisitions, bridge financing, PIPE financings, and reverse mergers to our I-Bankers Direct team.
Jason holds a Series 7 and 63 License and manages investment portfolios for a wide range of accredited, high net worth investors in the capital markets, focusing on equities and private IPO dealings. Mr. Gardner will play a key role in our continued effort to service our clients with quality and timely investments, both domestic and internationally.
Mr. Norbert Kozma has a degree in Economics with emphasis on international financial transactions. After pursuing a master’s degree in economics at the Central European University in Budapest, he participated in a fellowship from The Gorge Soros Foundation. Mr. Kozma has been working in the financial industry for the past 15 years, advising individuals and institutional clients worldwide in the space of investment banking, corporate finance, M&A, special purpose acquisition companies, initial public offerings, derivatives, and equity securities. The companies he helped underwrite belong to a wide spectrum including biotech, healthcare, media, energy, technology, emerging economies.
On a personal note, Mr. Kozma is happily married to a construction defense attorney, has a young son and spends his free time running obstacle course races, riding motorcycles and deep sea diving. Mr. Kozma holds a Series 7.
COO & IT Manager
Chris has ten years of experience in the IT sector. Before joining I-Bankers Direct, he managed accounts as a systems administrator and, later, developed web solutions for two top IT consulting companies in the US. At I-Bankers Direct and I-Bankers Securities, Chris operates as webmaster and director of development for web-based and interactive applications. Chris recieved his Bachelor of Arts degree from the University of Connecticut. He holds a Series 99 securities license.