Our team
James Klatsky has been involved in trade finance for over 25 years. Most recently, Mr. Klatsky was a Senior Vice President of ORIX USA Corporation, a wholly owned subsidiary of ORIX Corporation, Japan. At Orix he was a co-founder and manager of ORIX Trade Capital, an international trade finance business. Prior to that, he was President of London Forfaiting Americas, a US subsidiary of London Forfaiting PLC, a British merchant bank that underwrites and distributes trade finance debt instruments. In this role, Mr. Klatsky expanded the Latin American asset origination capabilities of the group. He previously spent 14 years with Continental Grain Company, one of the largest US private commodity companies. During this period he worked on the creation and distribution of trade finance products and risk management services. These services supported the firm's proprietary commodity merchandising business, and were also offered to unrelated third parties.
Mr. Klatsky started his career at Merban Corporation, a NY based merchant bank, where he specialized in debt arrangement in the emerging markets. Mr. Klatsky holds a B.A. from Northwestern University and an M.B.A. from Columbia University. He is a past Vice President of the Association of Forfaiters in the Americas.
Mr. Klatsky is the Senior Manager and focuses on the origination and creation of trade-related transactions.
Mr. Lefkovits was a banker to investment funds, commodity trading firms and other financial institutions for 15 years. He was most recently Director, Financial Institutions at WestLB New York. He previously managed financial institutions teams at trade finance specialist BHF-Bank as well as HypoVereinsbank, both in New York. Mr. Lefkovits created the credit scoring model for investment funds used by WestLB in its implementation of Basel II. He also created the first credit analysis framework used by HypoVereinsbank for evaluating hedge fund credit risk. Mr. Lefkovits previously worked for Morgan Stanley & Co. in their Debt Capital Markets division. He began his credit training at Wells Fargo Bank in San Francisco, where he had managed customer profitability reporting for the Latin America-focused International Banking Group.
Mr. Lefkovits earned a B.A. from Yale University, and an M.B.A. in Finance from Stanford University, and speaks German and Portuguese. He is a member of the New York Society of Securities Analysts and the CFA Institute.
Marc Luckett has been working in commodities and commodity finance for over 25 years. He began his career in the commodity field at Cargill, Inc. and SucDen, focusing on soft commodity trading in Latin America. Subsequently he moved into the commodity finance area working as a First VP at Merrill Lynch and Prudential Securities, principally in the area of structured commodity finance. At those institutions, his team developed innovative products that subsequently became models for the banking industry.
Since 2000, and prior to joining Rosemount, he headed his own consulting company, working with several US and foreign companies on issues related to commodity finance, strategic planning, and risk management.
Marc grew up in Latin America (Mexico, Colombia, Venezuela and Brazil), and speaks Spanish and Portuguese. He received a B.A. from Hamilton College in 1982.
Jane Belova-Barr worked at Standard Bank London Ltd for seven years. She began in London, developing the trade finance portfolio for Central and Eastern Europe, with a particular focus on Russia and Kazakhstan. She also spent two years in New York originating transactions from US exporters. She has expertise in both originating and distributing forfaiting deals, syndications and structured trade finance. Since moving permanently to the US in 2003, she has also worked for IDB Bank of New York originating and monitoring assets for the emerging markets portfolio, and GSTS, a company offering structured trade finance solutions, to develop their business in Ukraine.
Prior to joining the banking sector, Ms. Belova-Barr worked for the Confederation of British Industry (CBI) in London assisting United Kingdom businesses trading or investing in Central and Eastern Europe. She also organized United States exchange students and edited an English-language magazine in St. Petersburg, Russia for two years after graduating with a B.A. (Hons) degree in French and Russian from the University of Bradford.
Martin Frame's career in international banking has spanned 18 years and positions and consulting work with one U.S. and three European commercial banks. Most recently Mr. Frame was a Consulting Senior Analyst at ABN AMRO Bank in New York, prior to which he spent seven years as a Senior Credit Analyst at WestLB AG in New York where he covered Latin American Corporate, Project, and Structured Finance business. Mr. Frame began his career in the Management/Credit Training Program at the Bank of New York, where for three years he was a Bank Relationship Officer and marketed trade finance and US$ clearing products to banks in France, Spain, and Portugal. He then moved to what is now BNP Paribas and there served for five years as Relationship Officer for financial institutions in France, the Middle East, and Africa.
A native of California, Mr. Frame has family roots in France and Brazil, speaks fluent French and Portuguese, and is also conversant in Spanish and German. He holds a B.A. from the University of California at Davis and an MBA in Management Strategy and International Business from New York University's Stern School of Business.
As Director of Transaction Administration Barbara has primary responsibility for insuring the validity and marketability of documentation supporting all aspects of Rosemount transactions. In conjunction with this she is responsible for the negotiation and implementation of transaction closings and ensures adherence to all contractual terms and conditions.
Barbara comes to Rosemount with 25 years of experience in the trade finance industry that began with a 17 year run at Midland Bank. Starting on the Africa desk she moved on to become Regional Manager Middle East, and after a short time as a U.S. liaison, spent eight years on the Brazil desk managing and coordinating bank limits as well as developing documentation in conjunction with legal counsel for divergent types of trade transactions.
In 1994 Barbara was part of the team that joined National Westminster Bank to start up their New York forfaiting operations. As such she was responsible for portfolio management functions with a focus on development and implementation of a robust modus operandi covering the global distribution unit.
Barbara spent a year with Standard Chartered Bank followed by a move to Bladex Securities LLC coordinating the functional processing of Syndicated/Structured Trade transactions via the instituting of comprehensive operational procedures. Most recently, Barbara was a Vice President at Orix Trade Capital, an international trade finance business.
Barbara is a native New Yorker who earned a BBA in International Business from Hofstra University.
Jay Hallen comes to Rosemount with a background in financial analysis and consulting. Previously, he was an international equities analyst at MacKay Shields, a mutual fund company, and at Blue Ridge Capital, a hedge fund, where he researched and performed extensive analysis on financial, consumer, and transportation companies across Europe, Asia, and the Middle East.
Jay spent an early part of his career working in financial consulting in the Middle East. He was the project manager for developing the Iraq Stock Exchange for the Coalition Provisional Authority in Baghdad, where he received the Defense Department’s Joint Civilian Service Commendation Medal. In this capacity he helped structure the legal, financial, and operational functions of the Exchange. He was then based in Cairo, advising private and public Egyptian financial institutions for the Financial Services Volunteer Corps, a non-profit consultancy.
Jay earned a BA in Political Science from Yale, and an MBA in Finance from Columbia Business School, where he was Head Fellow of the Chazen Institute of International Business. Jay speaks French, and has studied Spanish and Arabic. He has also passed Level I of the CFA examination.