Paolo Casarella

Paolo Casarella has a wide range of work experience in various industries, including finance, investment banking, and wealth management. Paolo currently holds the position of Managing Director at NewOak Capital, where they founded and leads the investment group. In this role, Paolo selects and advises early and growth stage companies in specialty finance, fintech, cleantech, and other innovative verticals. Paolo provides strategic capital, governance, technology, and guidance to portfolio companies, ensuring their international growth and access to subsequent growth capital.

Prior to their current role, Paolo was the Managing Director of Parsec Holdings since 2013. Paolo also founded and invested in KetoMedical LLC in 2015. Additionally, they served as a Director at Bardi Co., a transnational boutique investment bank specializing in M&A advisory services and corporate finance for middle-market companies.

Paolo has extensive experience in the financial sector, with previous roles at Arner Bank, Capitalia (UniCredit Group), MCC - Capitalia Banking Group (UniCredit), and Dresdner Kleinwort Wasserstein. Paolo started their professional career as a Second Lieutenant in the Italian Army.

Paolo's work experience highlights their expertise in investment banking, equity capital markets, wealth management, and strategic advisory services. Paolo has a strong track record of driving growth, capitalizing on synergies, and achieving sustainable growth for their clients and portfolio companies.

Paolo Casarella completed their Bachelor's degree in Economics from Università Bocconi between 1992 and 1997. Paolo also received the EU Erasmus Scholarship and studied Economics at Erasmus University Rotterdam for a year in 1995. In 2016, Paolo pursued a field of study in Human Nutrition at UCLA Extension. Paolo also attended European School Brussels, but no specific degree or field of study is provided. Furthermore, Paolo has additional certifications including SIE, Series 82, Series 79, and Series 63 from FINRA, but no information about the completion dates is given.