Sales bios

Home » About » Sales bios

2CR_RightCarl Rinaldi

Mr. Rinaldi joined the firm in March 2014 as the Head of Sales. He brings 32 years of experience in the financial markets, the last 22 of which were at Sanford C Bernstein, where he was most recently Head of US Hedge Fund Sales and Head of New York Metro Sales.





SP_RightSophie Panzner

Ms. Panzner joined SSR in June 2015 covering our West Coast clients.  Based in Los Angeles, Ms. Panzner has more than a decade of experience in the financial services and technology industries. Ms. Panzner began her career in equity research at HSBC and later transitioned into equity sales at Natixis, Liberum Capital and Cannacord Genuity. Most recently, MS. Panzner led West Coast sales for Ghostery, Inc., a global marketing technology company. Ms. Panzner has a BA in Economics from Barnard College, Columbia University.




FV_Right Fernando Valdegas

Mr. Valdegas joined SSR in January 2017 to co-cover institutional clients in the NYC Metro area. He previously worked as a Financial Advisor at Northwestern Mutual, where he built his own financial practice of high net worth clients. Mr. Valdegas holds a BA from Fairfield University.