Cambridge Wilkinson hired Dan Lancellotti and Thomas Wynne as managing directors.
Lancellotti brings to Cambridge Wilkinson more than 40 years of experience in the financial services industry. For the last 23 years, Lancellotti has been in the capital introduction business, first as a managing director, global head of capital introductions at Citi until 2008 and then in 2010 as co-founder of CapitalDynamo, a firm that develops and sells cap intro software to prime brokers and independent marketers. Then in 2017, Lancellotti co-founded Cap Intro Solutions, an outsourced provider of capital intro services to alternative investment funds looking to be introduced into an investor community consisting of single-family and multi-family offices, RIAs, pensions, endowments, and foundations.
In between Citi and CapitalDynamo, Lancellotti was with a start-up IR software firm called CapIntro. He had been with Citi and its predecessor firms since 1994. Lancellotti started there in the controller’s group of what was then Smith Barney running the inventory pricing verification team which then was incorporated into Smith Barney’s global risk management department. Lancellotti ran Smith Barney’s fixed income risk management effort from 1996 until the Salomon merger in 1997, when he took over responsibility for the combined firm’s retail fixed income trading group with a daily gross balance sheet of $2 billion. He started the capital introductions group of Prime Brokerage in April 2001, building it to a global team of 20 members at its peak in 2008.
Wynne has more than 30 years of experience in the financial services industry. Wynne has expertise and a record of relationship-building within global equity and fixed-income markets spanning U.S. domestic, developed international, and emerging capital markets.
Wynne has held senior leadership positions in institutional fixed-income sales for numerous U.S. institutions, including Kidder Peabody, PaineWebber, HSBC and Citi. He has led teams in rates and derivatives, as well as helping develop Citi’s ETF trading businesses globally. Most recently, Wynne was a senior relationship manager at Citi where he was responsible for all aspects of coverage for many of Citi’s largest asset manager and hedge fund clients.
“As we continue to build out our Fund Finance vertical, our fund clients have continuously asked us to assist with raising LP commitments for current and upcoming funds. With the addition of both Dan and Tom, our fund clients can leverage their skill sets to achieve their goals,” Rob Bolandian, co-founder and global head of investment banking at Cambridge Wilkinson, said.
