Our Professionals

James Franklin

Entrepreneurial financier, investment banker, and corporate advisor Jim Franklin advises clients worldwide in a broad range of business sectors on capital finance, strategic growth the execution of strategy, operational improvement measures, mergers and acquisitions, and investor relations. He is a recognized international expert in accelerative growth, and has served as the chief financial officer of four development-stage technology corporations.

franklin@monticellocapital.com

703.674.0506

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John Greathouse

International investment banker John Greathouse heads Monticello Capital’s client business development and global corporate financial services. He brings more than thirty years of international experience, including eighteen years living and working overseas, to client transactions and advisory engagements. He is an expert in the politics and economics of Europe and the Middle East.

greathouse@monticellocapital.com

703.674.0504

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Jane Hart

A global marketing executive with three decades of international experience in major pharmaceutical corporations, Jane Hart advises client corporations on new product development, revenue streams, capital stability, and brand equity enhancement. She is an expert in corporate communications strategies, medical systems and services, pharmaceutical distribution, biotechnology, and ethical drug development.

hart@monticellocapital.com

703.674.0508

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Christopher Hays

Information technology manager Christopher Hays is both the architect and designer of Monticello Capital’s global IT infrastructure and the firm’s technology advisor for all Internet- and IT-related investment banking transactions. He designed the global reach of the firm’s electronic operations during its private investment cycles and its recent cutting-edge greening and server virtualization strategies.

hays@monticellocapital.com

703.674.0515

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Christopher Nelson

Dealmaker, sequential entrepreneur, and financier Christopher Nelson has founded and developed companies in the Internet and information technology industries as well as manufacturing and educational services. He advises corporate clients on capital foundation, technology issues related to corporate growth, and operational finance. He has been the chief financial officer of a NASDAQ-listed publicly-traded corporation and is an expert in multi-round capital raises.

nelson@monticellocapital.com

703.674.0510

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Barbara Pocalyko

Financial executive and the comptroller for Monticello Capital enterprises, Barbara Pocalyko is a certified public accountant who heads her own CPA firm affiliated with the investment bank. She formerly chaired the Commonwealth of Virginia Board of Accountancy. An expert in taxation policy and international financial capital movements, she has more than thirty years’ experience in capital structures, development-stage companies, real estate and construction finance, and commercial banking relationships.

barbara@bspcpa.net

703.689.0133

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Michael Pocalyko

Investment banker and venture capitalist Michael Pocalyko founded Monticello Capital in 1997 and is the firm’s managing director and chief executive officer. He is an entrepreneur, an international economist, and an experienced executive leader of high-performance teams. He is also a public company "audit committee financial expert" under Section 407 of the Sarbanes-Oxley Act; a certified fraud examiner (CFE); and he advises clients worldwide on financial structures, mergers and acquisitions, and capital investments.

pocalyko@monticellocapital.com

703.674.0501

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Christy Sciscoe

A certified public accountant and associated with both Monticello Capital and its affiliate the public accounting firm of Barbara S. Pocalyko CPA PLC, Christy Sciscoe advises corporate and family-owned companies in financial accounting, structured finance, and technical financial operations, especially of service businesses. She is an expert in federal and state taxation, tax strategies, cost reduction, and financial information technology systems.

sciscoe@monticellocapital.com

703.674.0511

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George Shafran

A senior advisor to Monticello Capital, George Shafran has been involved in corporate development, technology innovations, and capital finance for more than fifty years. His level of expertise is unmatched in complex financial relationships, real estate finance, commercial banking, and the connection of growth-phase technology corporations to the federal sector. A former member of the Virginia House of Delegates, he maintains a significant base of representational business in the US, Canada, and internationally.

shafran@monticellocapital.com

703.674.0509

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Janet Wilson

Office manager and executive assistant to the CEO of Monticello Capital, Janet Wilson runs the firm’s northern Virginia office and manages the entire scope of support and services for its dispersed professionals. Before joining Monticello Capital she was an administrator at the Federal Home Loan Mortgage Corporation (Freddie Mac), a global investment bank, and the Federal Bureau of Investigation.

wilson@monticellocapital.com

703.674.0503

A Message from the Managing Director

Welcome to Monticello Capital.

Our firm is small, private, quiet, agile, influential in a broad range of commercial and geographical venues, and quite global in our business outlook.

Our professionals bring lifetimes of real-world expertise to work in the financial and business services we provide to high-growth companies. Almost all of our clients have some measure of advanced technology and intellectual property driving their expansion.

In twenty-first century American business it’s terribly clichéd to emphasize human capital and the resources that deeply-knowledgeable professionals bring to the table. In our case those characteristics absolutely define us.

Since being personally involved in the founding of this firm in 1997, I’ve been immensely proud of the men and women we call our partners. We’ve all built businesses, made payroll, dealt with messy financial and personnel issues, and made tough calls. It is the thoroughness of our operational experience and our emphasis on straight talk and ethics that make this firm different.

Our headquarters are in northern Virginia, in the Washington DC metropolitan area near Dulles International Airport. Our scope is worldwide. We’re proud to be one of the few investment banks of our size to have gained wide international distinction. And we were here at the center of the federal government’s commercial nexus long before Wall Street came to Washington.

Our team knows exactly what challenges a business faces in crisis. We’ve been there in the trough and we've experienced the magnificent crisis of wildfire growth.

Alumni of Monticello Capital have gone on to build new enterprises and to executive life in private equity, banking, venture capital, real estate, financial services, information technology, defense and aerospace, management consulting, government, and advanced technology manufacturing.

We’re pleased to put our experience to work for your company, enhancing performance, profit, and market distinction.

The Firm		Services		Case Studies		Professionals	Contact
Corporate Philosophy Seven Promises Industry Experience Social Responsibility Our Stakeholders The Environment Affiliates The Fine Print		Investment Banking Private Investment Corporate Advisory Services		Investment Banking Private Investment Corporate Advisory Services		James Franklin John Greathouse Jane Hart Christopher Hays Christopher Nelson Barbara Pocalyko Michael Pocalyko Christy Sciscoe George Shafran Janet Wilson	Directory Office Map