Michael Forman is the Chairman and CEO of FS Investments, an alternative investments asset manager he has led since founding it in 2007. Launching FS Investments is the capstone of an active career as both a corporate and securities lawyer and a serial entrepreneur with successful businesses in private equity, investment management and real estate. The firm is an outgrowth of Michael’s simple vision: help investors access alternative sources of income, growth and diversification formerly available to only large institutions and the wealthiest individuals.
Over the last 13 years, FS Investments has grown from a small, innovative start-up with a single offering to an organization that manages billions in assets and a growing suite of solutions designed to help financial advisors, individuals and institutions achieve a variety of financial goals. With five offices and a talented and diverse team of 350+ hard-working individuals, the firm’s relentless commitment to clients, colleagues, culture and community has earned it a reputation as an industry leader and recognition as a great place to work. In 2015 the firm was named one of “Philly’s Coolest Companies” by Philadelphia magazine and one of Greater Philadelphia’s Healthiest Employers by the Philadelphia Business Journal in 2019.
A native of northern New Jersey, Michael attended the University of Rhode Island on a tennis scholarship. He graduated summa cum laude and Phi Beta Kappa with a BA in political science and went on to earn a JD from Rutgers Law School. He co-founded FS Investments just months before the financial crisis began and, with the help of dedicated colleagues, guided it toward tremendous growth. In 2013, Michael was named the Ernst & Young Entrepreneur of the Year for Greater Philadelphia.
Public service is a hallmark of the Forman household. Michael lives in the Society Hill neighborhood of Philadelphia with his wife and three daughters who, as a family, created a foundation that devotes resources to civic and charitable organizations supporting education, the arts, childhood nutrition, women’s rights and animal welfare.
Michael’s commitment to the Philadelphia region extends to board service at several institutions, including Drexel University, the Center City District Foundation and the Barnes Foundation. He also serves as Chairman of Vetri Community Partnership and Chair of Philadelphia Contemporary. His civic leadership has garnered recognition by the community and his peers, including the 2019 Americanism Award from the Anti-Defamation League of Philadelphia as well as a special honor from Mural Arts Philadelphia in 2017 for his dedication to the city’s public art initiatives.
Mr. Adelman is CEO of Philadelphia-based Campus Apartments and co-founder of FS Investments. Additionally, he serves on the Actua Corporation Board of Directors, Penn Medicine Board of Trustees, Board of Councilors of the USC Shoah Foundation and Wheels Up Board of Directors. Mr. Adelman is also Vice Chair of University City District Board of Directors and a member of the Real Estate Roundtable and Young Presidents’ Organization. He is an active private investor. Mr. Adelman received his BA in Political Science from Ohio State University.
Mr. Berkman is the Managing Partner of Associated Partners, LP, a private equity firm primarily engaged in telecommunications infrastructure investments. He currently serves on the boards of directors of Actua Corporation, Entercom Communications Corp. and on the Advisory Board of First Round Capital. Additionally, Mr. Berkman is a member of the Board of Overseers of the University of Pennsylvania School of Engineering and Applied Science. Mr. Berkman has a BS from the Wharton School of the University of Pennsylvania.
Mr. Cozen is the founder and chairman of Cozen O’Connor. A fellow of the American College of Trial Lawyers and the International Association of Trial Lawyers, Mr. Cozen serves on numerous public, private and charitable boards, including Haverford Trust Company, ABR Reinsurance Capital Holdings, Ltd, The National Museum of American Jewish History, the University of Pennsylvania’s Law School Board of Overseers and is Chairman of the USC Shoah Foundation Institute. He was a former longtime member of the Boards of Global Indemnity PLC and Assured Guaranty Corp. Mr. Cozen earned his undergraduate degree and law degree from the University of Pennsylvania.
Mr. Dwin is Co-CEO and Co-Founder of Brightwood Capital Advisors and serves on the investment committee of all Brightwood funds. He participates on the boards of many of Brightwood’s portfolio companies and has managed capital for hundreds of limited partners. He serves on the board of NAACP Legal Defense and Educational Fund, the National Trust for Historic Preservation, The Studio Museum in Harlem and is a Trustee of The Boys’ Club of New York. Prior to founding Brightwood, Mr. Dwin worked for Credit Suisse from 2004 to 2010 and Goldman Sachs in New York and London from 1998 to 2004. Mr. Dwin received his BS and BA at Georgetown University.
Michael Forman is the Chairman and CEO of FS Investments, an alternative investments asset manager he has led since founding it in 2007. Launching FS Investments is the capstone of an active career as both a corporate and securities lawyer and a serial entrepreneur with successful businesses in private equity, investment management and real estate. The firm is an outgrowth of Michael’s simple vision: help investors access alternative sources of income, growth and diversification formerly available to only large institutions and the wealthiest individuals.
Over the last 13 years, FS Investments has grown from a small, innovative start-up with a single offering to an organization that manages billions in assets and a growing suite of solutions designed to help financial advisors, individuals and institutions achieve a variety of financial goals. With five offices and a talented and diverse team of 350+ hard-working individuals, the firm’s relentless commitment to clients, colleagues, culture and community has earned it a reputation as an industry leader and recognition as a great place to work. In 2015 the firm was named one of “Philly’s Coolest Companies” by Philadelphia magazine and one of Greater Philadelphia’s Healthiest Employers by the Philadelphia Business Journal in 2019.
A native of northern New Jersey, Michael attended the University of Rhode Island on a tennis scholarship. He graduated summa cum laude and Phi Beta Kappa with a BA in political science and went on to earn a JD from Rutgers Law School. He co-founded FS Investments just months before the financial crisis began and, with the help of dedicated colleagues, guided it toward tremendous growth. In 2013, Michael was named the Ernst & Young Entrepreneur of the Year for Greater Philadelphia.
Public service is a hallmark of the Forman household. Michael lives in the Society Hill neighborhood of Philadelphia with his wife and three daughters who, as a family, created a foundation that devotes resources to civic and charitable organizations supporting education, the arts, childhood nutrition, women’s rights and animal welfare.
Michael’s commitment to the Philadelphia region extends to board service at several institutions, including Drexel University, the Center City District Foundation and the Barnes Foundation. He also serves as Chairman of Vetri Community Partnership and Chair of Philadelphia Contemporary. His civic leadership has garnered recognition by the community and his peers, including the 2019 Americanism Award from the Anti-Defamation League of Philadelphia as well as a special honor from Mural Arts Philadelphia in 2017 for his dedication to the city’s public art initiatives.
Vincent Amatulli serves as Senior Managing Director and Chief Technology and Operations Officer at FS Investments. In this role, he is responsible for maximizing the firm’s use of technology and ensuring operational efficiency.
Mr. Amatulli is a seasoned financial services industry and technology executive with a strong background in software development, infrastructure and operations. Most recently, he served as Chief Technology Officer at Broadridge Financial Solutions’ Global Technology and Operations division, where he was responsible for modernizing and innovating the firm’s technology platforms and integrating acquisitions. He began his career as a programmer analyst at Goldman Sachs and spent nearly three decades with the firm, ultimately holding the position of Executive Vice President and Chief Information & Operations Officer for Ayco, a Goldman Sachs company.
Mr. Amatulli earned a BS in Computer Science at Marist College and an MBA in International Business from the Lubin School of Business at Pace University.
Mr. Amatulli is a member of The Franklin Institute’s board of trustees and the Marist College School of Computer Science and Mathematics Advisory Board. He also serves as an EMT with the Glen Rock Volunteer Ambulance Corps.
Philip M. Browne serves as Senior Managing Director of Finance and Administration at FS Investments, where he is responsible for overseeing and coordinating the finance and accounting functions across all firm entities.
Mr. Browne brings more than 30 years of executive and director experience in all matters of finance and accounting operations. Before joining FS Investments, he served as the Chief Financial Officer of Advanta Corporation, a public financial services company with over $10 billion in managed assets. In this role, he was responsible for managing the company’s finance, accounting, treasury, securitization and investor relations functions, and he played an integral role in managing the company’s strategic planning and regulatory relationships. Prior to Advanta, he was a partner at Arthur Andersen LLP where he practiced for 16 years as a certified public accountant and provided audit and business advisory services to companies in a broad range of industries, with a focus on financial services and retail companies.
Throughout his career, Mr. Browne has served on the boards and audit committees of a number of public and private companies as well as non-profit organizations. He is currently serving on the Board of Directors and as the Treasurer for Living Beyond Breast Cancer, a national non-profit organization dedicated to the education and support of individuals impacted by breast cancer. Mr. Browne is on the Board of Directors of the Village, a non-profit that primarily provides social, mental and behavioral services to children impacted by trauma, neglect and mental illness. He is also a member of Children’s Hospital of Philadelphia’s Corporate Council.
Mr. Browne received his BS cum laude, with special attainments in Commerce, from Washington and Lee University.
Mr. Browne lives with his wife and two sons near Philadelphia.
Marc Bryant serves as Senior Managing Director and Chief Legal Officer at FS Investments. In this role, he oversees all legal and compliance functions across the firm.
Mr. Bryant brings deep legal expertise in the financial services industry and most recently served at Fidelity Investments in Boston as Senior Vice President, Deputy General Counsel, and Head of Asset Management Legal. He also served as Chief Legal Officer for various Fidelity investment advisers.
Before joining Fidelity, Mr. Bryant served as Senior Vice President and Head of Global Retail Legal at AllianceBernstein L.P. and as General Counsel and Chief Legal Officer at ProFund Advisors LLC. Prior to this, Mr. Bryant supported the investment management division of General Electric. He began his career as an attorney at Kirkpatrick & Lockhart LLP, specializing in securities and financial services regulation.
Mr. Bryant earned a BA in English from Colgate University and a JD from Emory University School of Law.
Steve DeAngelis is Senior Managing Director and Head of Distribution at FS Investments. Mr. DeAngelis serves on the firm’s Executive Committee and as President of FS Investment Solutions, FS Investments’ wholly owned broker-dealer subsidiary.
Mr. DeAngelis brings over 27 years of experience in financial services, both as a sales leader and business builder. In his most recent role as Managing Director, Head of U.S. Advisor Solutions Group at Goldman Sachs Asset Management, he led distribution of all products and services to home offices, registered investment advisors, regional and national wirehouses, and independent broker-dealers. Prior to Goldman Sachs, he co-founded and served as President of ADVISORport, Inc., the industry’s first web-based platform for delivering customized managed account services. He also held several senior positions at Delaware Capital Management after starting his career at Brinker Capital, Inc.
Mr. DeAngelis earned a BS in Business Administration from Villanova University and an MBA from Duke University’s Fuqua School of Business.
Mr. DeAngelis is an adjunct professor at both Villanova University and Drexel University. He currently serves on the Board of Governors for the Money Management Institute, the Board of Directors for the Institute for Portfolio Alternatives and the board of the Expect Miracles Foundation.
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Enrico Gaglioti serves as Co-President of FS Investments where he shares oversight of firm strategy and leads the distribution, operations and technology functions.
Mr. Gaglioti has over 25 years of experience in the financial services industry, including product and business development and investment management. Most recently, he was the Co-Founder and CEO of Chiron Investment Management, LLC and is a Founding Member of GPS Investment Partners, LLC. Formerly, Mr. Gaglioti was a Partner at Goldman Sachs & Co. where he served as the Global Head of Equity Sales and ultimately as an advisory director of the firm’s Investment Management Division. During his tenure at Goldman Sachs, he served on the firmwide Business Standards Committee, Securities Division Executive and Operating Committees, as well as the Hedge Fund/Private Equity Screening Committee. He began his career at Salomon Brothers.
Mr. Gaglioti earned a BBA from James Madison University’s College of Business.
Mr. Gaglioti is Vice-Chairman of the Board of Trustees at Don Bosco Prep High School and is a member on the Board of Directors of the U.S. Soccer Foundation, the Board of Advisors of James Madison University’s College of Business, and the Board of the James Madison University Foundation.
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Michael F. Gerber is Senior Managing Director of Corporate Affairs at FS Investments. Mr. Gerber serves on the firm’s Executive Committee and leads the communications, investor relations and government and regulatory affairs teams. Additionally, he oversees the firm’s corporate social responsibility initiatives, leads FS’s diversity and inclusion strategy and serves as President of the FS Investments Foundation.
Prior to joining the firm, Mr. Gerber was a member of the Board of Directors for FS Investments’ third fund, FS Investment Corporation II, and practiced law at Drinker Biddle & Reath LLP, where he was a member of the firm’s Corporate and Securities practice group.
Mr. Gerber has a history of public service, having served eight years in the Pennsylvania House of Representatives and six years as a trustee of Pennsylvania’s State Employees’ Retirement System (SERS), where he was a member of the Audit and Investment Committees. Earlier in his career, he served as legal counsel to Pennsylvania Governor Ed Rendell’s transition team and as a law clerk for Judge Ronald L. Buckwalter of the United States District Court for the Eastern District of Pennsylvania. Most recently, Mr. Gerber advised both Pennsylvania Governor Tom Wolf’s and Philadelphia Mayor Jim Kenney’s transition teams.
Mr. Gerber serves on the Board of Trustees of the University of Pennsylvania and on the Board of Directors of the Chamber of Commerce for Greater Philadelphia, where he is also a member of the Executive Committee. Additionally, he is on the advisory board of the Children’s Scholarship Fund of Philadelphia and a Trustee for Camp Tecumseh, a sports camp for boys in Moultonboro, NH.
Mr. Gerber earned his undergraduate degree from the University of Pennsylvania and graduated cum laude from Villanova University School of Law, where he received a scholarship award for his involvement in community legal services.
Mr. Gerber lives with his wife and three children in the Philadelphia suburbs.
Mike Kelly serves as Co-President and Chief Investment Officer of FS Investments. Mr. Kelly shares oversight of firm strategy and leads the investment management, product development, capital markets, due diligence and investment research functions.
Mr. Kelly has extensive experience in investment management, product development and business development. Most recently, he was CEO of ORIX USA Asset Management, where he led the company’s acquisition of Robeco, a $250 billion global asset management company and the largest acquisition in ORIX’s 50-year history. He started his career on Wall Street at Salomon Brothers and went on to join hedge fund pioneers Omega Advisors and Tiger Management. He then helped build and lead the hedge fund firm FrontPoint Partners, where he first served as Chief Investment Officer and eventually Co-CEO.
Mr. Kelly is a graduate of Cornell University and earned his MBA at Stanford University.
Mr. Kelly is a board member of Invest in Others, a co-founder and board member of the Spotlight Foundation and a trustee of the Tiger Foundation. He has also served as a trustee of the Stanford Graduate School of Business Trust.
Mr. Kelly lives in Connecticut with his wife and two sons.
Ania Mikson serves as Senior Managing Director and Chief Human Resources Officer at FS Investments. In this role, she is responsible for all HR practices and policies at the firm and leads the firm’s efforts in the areas of organizational development, talent management and total rewards.
Ms. Mikson brings over 20 years of experience in financial services HR. Before joining FS Investments, she led global HR for Macquarie Investment Management, parent company of Delaware Investments. Prior to that, she served as Head of Human Resources at Delaware Investments where she played a critical role in transitioning Delaware during its acquisition by Macquarie. Earlier in her career, she was Assistant Vice President of Human Resources at Lincoln Financial Group and Director of Leadership Development at Cigna.
Ms. Mikson received a BA in Economics from Franklin & Marshall College, an MBA with a concentration in finance from Villanova University, and an MSOD from the University of Pennsylvania.
Ms. Mikson is a member of the board of directors for Settlement Music School (MLC Branch), which provides instruction in music and the related arts to children and adults.
Robert Stark is Senior Managing Director of Corporate Development at FS Investments. Mr. Stark is responsible for the development and execution of the firm’s growth agenda. He oversees FS Investments’ international business as well as investor education and supports teams across the firm to enhance effectiveness, efficiency and performance.
Mr. Stark has deep experience in strategic business development in both the U.S. and abroad. He most recently held various roles at J.P. Morgan Asset Management, including leading the firm’s response to the DOL Fiduciary Rule and, prior to that, serving as Head of Global Strategic Relationships, U.S. Funds, responsible for national account relationships across all distribution platforms.
Previously, Mr. Stark served as Global Head of Strategy and Business Development at J.P. Morgan Asset & Wealth Management, where he oversaw long-term strategy and worked to improve the operating performance of each business. Earlier in his career, he served as Global Head of Strategy and M&A at Russell Investments and as a Partner with McKinsey & Company, where his international consulting practice focused on the financial services industry.
Mr. Stark graduated from the University of Cologne with a degree in Business Administration.
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