Professionals

Our Investment Banking Professionals

Jonathan Rich

Executive Vice President – Head of Investment Banking

Mr. Rich is the Head of Investment Banking and an Executive Vice President at National Securities since 2009. Mr. Rich worked for First Colonial Securities Group, a 13 office, 150 employee regional firm based out of Boca Raton, first as a Senior Vice President and then as Managing Director in its Corporate Finance Department. First Colonial was acquired by vFinance in January of 2001 (vFinance completed its merger with National in July 2008). During 1999 and 2000, Mr. Rich's group was recognized by SNL Securities as a top 10 Specialty Finance Advisor in the nation based on the number of transactions completed. Mr. Rich graduated from Tulane University with an interdisciplinary major in Economics, Political Science, History and Philosophy. He continued his education by receiving a joint J.D./M.B.A. degree from Fordham University where his concentration was in Corporate Finance.
For more information please contact Jonathan Rich at jrich@nationalsecurities.com.

Michael Bezdek

Senior Vice President – Investment Banking

Mr. Bezdek is a Senior Vice President of Investment Banking for National Securities, where he serves as Head of the Energy Group. Mr. Bezdek's past experience is specific to the energy space sector, including mergers and acquisitions, divestitures, senior debt facilities (secured/unsecured), mezzanine financing, O&G division order capitalization methods, off balance sheet financing methods ("assignments of production/non-recourse financing") and correspondent banking services to traditional energy bank facilities. Prior to joining National Securities, Mr. Bezdek spent a decade managing private individual and institutional investment portfolios including Coca Cola Southwest, Sandin International Japan and Eurocopter (joint venture of Daimler Benz and the French Government) with the Royal Bank of Canada / Dain Rauscher Private Client Group and Institutional Consulting Division. His experience is also extensive in institutional asset management. Mr. Bezdek is a member of The Independent Petroleum Association of America and The Texas Alliance of Energy Producers. Mr. Bezdek graduated Magna Cum Laude with a B.S. in Finance from Southern California University. Further studies include The University of Texas Petroleum Extension and American Petroleum Institute certifications.
For more information please contact Michael Bezdek at mbezdek@nationalsecurities.com.

Vincent Calicchia

Senior Vice President – Advisory Group

Mr. Calicchia, a Chartered Financial Analyst, is a Senior Vice President of Investment Banking at National Securities. Prior to becoming a senior vice president of the advisory group, he was a principal for the firm's Structured Equity finance group. Before joining National Securities, he was a general partner of Arzei Capital Group, a hedge fund focused on investing in the securities of micro-cap, small-cap, and middle market emerging growth companies. From May 1999 to December 2000, Mr. Calicchia was the Vice President of Corporate Finance at Robb Peck McCooey Institutional Services, a division of Robb Peck McCooey Clearing Corporation, where he specialized in analyzing and financing emerging growth companies. From September 1997 to May 1999, Mr. Calicchia was employed in a similar capacity at Trautman Wasserman & Co. Prior to that period, Mr. Calicchia was a research analyst at a number of boutique investment banking firms where he acted as a Special Situations/Generalist analyst, covering a broad range of companies. Mr. Calicchia is a Fordham University graduate where he majored in Finance and continued his education receiving an MBA in Finance from Pace University specializing in Portfolio and Investment Management.
For more information please contact Vincent Calicchia at vcalicchia@nationalsecurities.com.

Carmelo Troccoli

Senior Vice President – Investment Banking

Mr. Troccoli is a Senior Vice President of Investment Banking at National Securities and has been with the team since October of 2004. Previously, Mr. Troccoli worked in the firm's research department as a sell-side and buy-side analyst working with investment bankers and our Director of Research on evaluating potential deals and investment opportunities. Prior to joining National, Carmelo held a position with Salomon Smith Barney's Individual Retirement and Financial Planning desk. As a specialist on the desk, he worked with financial advisors on accounting and legal implications of different retirement and estate planning products available to individuals. Mr. Troccoli graduated from the University of Miami with a B.B.A. in Finance. Mr. Troccoli is currently a CFA candidate.
For more information please contact Carmelo Troccoli at ctroccoli@nationalseucrities.com.