Samuel L. Milbank, Managing Director, Wealth Management
646.747.6503

Samuel "Tony" Milbank is a Managing Director and co-founder and principal of Milbank Roy and is responsible for the Wealth Management practice.

Prior to Milbank Roy, Mr. Milbank worked in senior management positions over the past three decades at Salomon Brothers, Lehman Brothers, and Zanett Securities. At Lehman, he was Senior Vice President, responsible for advising central banks and official institutions on interest rate and currency risk management. This global effort generated over $100 million in revenue within the initial two years of launch. Previously, Mr. Milbank was the Director of International Fixed Income Sales at Salomon, where he pioneered the firm's fixed income sales effort with foreign commercial and central banks. Additionally, he edited an extensive study of asset management strategies employed by central banks and supranationals. His most recent focus has been on providing financial and investment banking services to middle market companies.

Mr. Milbank until recently served as a member of the Board of Advanced Environmental Technologies (NASDAQ: AERT) and was the Chair of their Compensation Committee. Since 1990, he has served as Chairman of the Milbank Memorial Fund, Treasurer, Trustee and Member of the Executive Committee of the Memton Fund and is Treasurer, Trustee, and Member of the Executive Committee of the International Center of Photography and is President of the Union Club of New York.

Mr. Milbank graduated from Columbia University and Dartmouth's Amos Tuck School of Business Administration.

Gianluca Cicogna, Senior Advisor, Wealth Management,
646.747.6513

Gianluca Cicogna is a Senior Advisor at Milbank Roy and is responsible, together with Tony Milbank, for the development of the Wealth Management practice.

Prior to Milbank Roy, Mr. Cicogna was a partner at the Zanett Group in New York where he co-founded the successful Zanett Lombardier hedge fund that invested in early stage public companies.  Prior to Zanett he co-founded Casco Track Limited, a boutique investment bank based in Hong Kong that represented clients in over $600m of cross border M&A transactions.  Whilst at Casco Track Mr. Cicogna and his partners invested in telecoms transactions across Asia, including launching Cavite Cable Corporation, the first optic cable TV business in the Philippines.  Mr. Cicogna was a founding partner in Orion Telecom Corporation, the largest independent telecommunications service provider in South Africa and Southern Farms, South Africa's premier table grape production and export company.

Alexander “Alec” Haverstick II
Principal, Boxwood Wealth Management
Senior Advisor, Milbank Roy & Co.
646.747.6507

Alec Haverstick has spent more than thirty years listening to and creating solutions for private clients. He is an individual client practitioner in the truest sense.

 Alec began his career as a Trusts & Estates attorney first with Carter, Ledyard & Milburn and then Simpson, Thatcher & Bartlett, both in New York City. After eight years of practicing law, Alec moved to the other side of Wall Street, where he focused on creating financial solutions for wealthy individuals. He was, successively, a Managing Director at each of Kidder Peabody, Prudential Securities, Lehman Brothers and Deutsche Bank. In this latter role he headed the client services area for families with wealth in excess of one hundred million dollars and led the development of risk mitigation, liability management and liquidity provision techniques for individuals with concentrated and/or inherited wealth. His most recent Wall Street role was as president of Morgan Stanley Trust Company, a position he held until May 2007.

Recognizing the lack of client focus at even the most prestigious of financial institutions, Alec formed Boxwood Wealth Advisors in June 2007 as a family advisory firm in the belief that the highest and best use of his intellectual capital, broad expertise and years of experience was to apply it to servicing family and individual needs. He now “quarterbacks” the financial and related matters for a variety of clients ranging from individuals to family companies as well as advising on family governance, wealth transfer strategies and philanthropic endeavors his clients might wish to pursue.

Alec is a graduate of St. Paul’s School, where he also served as a trustee, Yale College and the Columbia University School of Law. He has also served as a trustee of The Pingry School in Martinsville, New Jersey; the Shakespeare Theater of New Jersey; and as a member of the Board of Regents of Georgetown University.

David G. Bullock
President, Arque Advisors, LLC.
Advisor, Milbank Roy & Co.
914.316.8800

For over 25 years, Mr. Bullock has been consulting, marketing or investing for financial services companies and also has been a fundraising consultant for hedge funds and funds of hedge funds.

Previously, he was a senior consultant for William Mercer's Manager Advisory and Managing Director of Barra Rogers Casey Strategy Consulting group.

For nearly ten years he was a Managing Director of Lehman Brothers where he ran strategic planning, the firm's international retail system and Lehman Brothers’ central bank business.

Mr. Bullock joined Lehman Brothers from Greenwich Associates, a strategy consulting firm, where he was the partner in charge of global fixed income and foreign exchange services. He started his career as a financial analyst first with JP Morgan Inter-funding and subsequently Continental Grain Company.

Pierre-Georges Roy, Managing Director, Investment Banking
646.747.6505

Pierre-Georges (“PG”) Roy is a Managing Director and focuses on Investment Banking and Private Equity initiatives.

From 2001 to 2006, Mr. Roy served as General Counsel and on the Executive Committee of Zanett, a publicly-traded defense and technology services firm. From 2000 to 2001, Mr. Roy was Vice President of Sales and Corporate Development at Openstream, a wireless software company. From 1997 to 2000, Mr. Roy practiced securities and M&A law in New York with Clifford Chance, the world’s largest law firm. From 1992 to 1997, Mr. Roy practiced corporate and privatization law in Montreal and Budapest with Stikeman, Elliot working on the sale and financing of several state-owned telecom and power utilities.

Mr. Roy serves on the boards of Greenwich Village Center, a New York early childhood school, and of Friends of Bishop’s College School, a Canadian school. He is also a member of the Banff Forum, a Canadian business leader association.

Mr. Roy graduated from McGill University with a law degree and is a member of the New York State Bar. He is a co-founder of the firm and serves as a Principal.

Roger Miller, Senior Advisor, Investment Banking
646.747.6511

Roger Miller is a Senior Advisor to Milbank Roy in matters related to the firm’s Investment Banking practice.

Since 1992, he has been a financial consultant and investor in venture-stage enterprises and smaller public companies where he has played an active role, occasionally serving on the Board of Directors.  He is currently a Director of Caprius, Inc., a public company, and netomat, Inc. a private enterprise.  Prior to 1992, he was Co-chairman of the private equity affiliate of Baker, Nye and prior a General Partner and Managing Director of Salomon Brothers, where he specialized in mergers and acquisitions.

Mr. Miller serves on the board of the Cooke Center for Learning and Development, of which he is a founder; and is a member of the Regional Advisory Board of the London Business School.  He is currently the Treasurer of The Brick Presbyterian Church in New York, where he has also served as President of the Trustees and Chair of its Investment Committee.

Jeb Boccaccio, Associate, Investment Banking
646.747.6514

Jeb Boccaccio is an Associate with Milbank Roy's Investment Banking practice where he supports M&A transactions in the financial services, alternative energy, and aerospace & defense industries.

Prior to Milbank Roy, Mr. Boccaccio worked with New York Private Equity, a New York based firm focused on private companies seeking to raise capital. Mr. Boccaccio also has spent considerable time in China analyzing the country's Special Economic Zones, State Development Areas and has language capabilities in Mandarin.

Mr. Boccaccio has an undergraduate degree in Political Science and a minor in Middle Eastern & Islamic Studies from Miami University.

William Geiman, Associate, Investment Banking
646.747.6504

William Geiman is an Associate with Milbank Roy’s Investment Banking practice where he supports business development and M&A transactions in the financial services, alternative energy, and aerospace & defense industries.

Prior to Milbank Roy, Mr. Geiman worked at Prostar Partners, a private equity firm focused on consumer products. From 1997 to 2004, he worked at Jones Lang LaSalle, a real estate services and asset firm with over $25 Billion under management. Mr. Geiman worked in the corporate development department where he supported the firm’s growth strategy through external acquisitions. He completed a summer internship at Banc of America Securities in their investment banking group while in business school.