DAVID K. SHERMAN
CIO
David Sherman founded Crossingbridge Advisors, LLC in 2016 and currently serves as the CIO. Mr. Sherman has 35+ years of investment management experience. Mr. Sherman founded Cohanzick Mangement, LLC in 1996 and 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
Director of Research
Bruce Falbaum has been an employee of CrossingBridge Advisors and affiliates since 2010 and currently serves as the Director of Research. 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 an M.B.A. from the University of Michigan.
KIRK WHITNEY, CFA
Portfolio Manager
T. Kirk Whitney has been an employee of CrossingBridge Advisors and affiliates since 2014 and currently serves as a Portfolio Manager. 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.
MICHAEL DE KLER
Portfolio Manager
Michael De Kler has been an employee of CrossingBridge Advisors and affiliates since 1999 and currently serves as a Portfolio Manger. Mr. De Kler holds a B.S. and a M.B.A. from Fairleigh Dickinson University.
JONATHAN BERG
Head Trader and Senior Analyst
Jonathan Berg has been an employee of CrossingBridge Advisors and affiliates since 2010 and currently serves as a Head Trader and 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.
CHEN LING
Asst. Portfolio Manager
Chen Ling has been an employee of CrossingBridge Advisors and affiliates since 2014 and currently serves as an Asst. Portfolio Manager. 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.
STEVEN SHACHAT
Portfolio Manager
Steven Shachat joined CrossingBridge Advisors and affiliates in 2016 and currently serves as a Portfolio Manger. Mr. Shachat has 35+ years of investment management experience having previously worked at Alpine Mutual Funds, Evergreen Mutual Funds, Mitchell Hutchins Asset Management and Donald Sheldon & Company. Mr. Shachat holds a B.S. from Boston University.
SPENCER ROLFE
Portfolio Manager
Spencer Rolfe joined CrossingBridge Advisors and affiliates in 2023 and currently serves as a Portfolio Manager. Prior to joining CrossingBridge Advisors, 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 CrossingBridge Advisors and affiliates in 2019 and currently serves as a Portfolio Specialist. Mr. Dikun holds a B.S. from Pennsylvania State University.
WILLIAM FULTON
Data Analyst
William Fulton joined CrossingBridge Advisors in 2025 and currently serves as a Data Analyst. Mr. Fulton holds a B.S. from Stevens Institute of Technology.
TRISTAN VAN BIEMA
Analyst
Tristan van Biema joined CrossingBridge Advisors in 2025 and currently serves as an Analyst. Prior to joining CrossingBridge Advisors, Mr. van Biema was a Research analyst at Gabelli Asset Management. Mr. van Biema holds a B.A. and MBA from Columbia University.
OPERATIONS TEAM
JONATHAN BARKOE
CFO & CCO
Jonathan Barkoe joined CrossingBridge Advisors and affiliates in 2004 and currently serves as CFO and CCO. Mr. Barkoe, has 25+ years of accounting and audit experience. He has been in charge of Cohanzick, an affiliate of the Adviser, and CrossingBridge’s accounting since the firm's inception. Prior to joining CrossinBridge Advisors, 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 CrossingBridge Advisors and affiliates in 2021 where she currently serves 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
Executive Vice President
John Conner joined CrossingBridge Advisors and affiliates in 2017 and currently serves as Executive Vice President. Mr. Conner has over 15 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 CrossingBridge Advisors and affiliates 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.
GREGORY VOETSCH
Operations
Gregory Voetsch joined CrossingBridge Advisors and affiliates in 2010 and works in operations. Mr. Voetsch has 20+ years of experience having worked at Thomas Lloyd Global Asset Management and Millenium Brokerage. Mr. Voetsch holds a B.S. from St. Joseph University.