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                                                                         Perspective.

                                                                         Passion.

                                                                         Personal.

Eagle Bay Advisors is home to subject matter experts who have learned from some of the best and the brightest in their fields. We have access to peers and professional resources around the globe.

What we have in common is our perspective, passion, and understanding that working with clients is personal.

Your Family Office. Your single point-of-contact for all your financial matters.

Eagle Bay

Careers


Michael D. Nelson, J.D., CFA® Photo
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Michael D. Nelson, J.D., CFA®

MANAGING PARTNER

Michael@eaglebayadvisors.com


Michael Nelson started his professional career at a boutique consulting firm arguing property tax appeal cases before California County Boards of Appeal. After law school, he practiced law at Brown & Wood, helping structure and document fixed income derivatives transactions.

He leveraged his law experience to begin a career in banking at the Canadian Imperial Bank of Commerce. He structured, syndicated and managed a $1.0 billion portfolio of senior bank debt for investment grade and sub-investment grade companies. Later recruited by the Royal Bank of Canada, he led a risk management team that analyzed and approved all securitized products. He consulted on cross-bank initiatives and acquisitions. He structured fixed income derivatives that faced special purpose vehicles as counter-parties. He was selected to found and co-run a $5.0 billion proprietary fixed income trading business.

Michael was recruited by a founding partner of large, New York City based multi-family office to be his successor. As Partner, he co-led their Wealth Advisory Group, and was a member of the Executive and Investment Committees. He attracted and advised some of the firm’s most significant client relationships. He is known to deliver sophisticated family governance solutions and to negotiate and structure significant financial transactions for his clients.

Michael founded Eagle Bay Advisors in 2015. Clients value Michael’s 20 + years of portfolio construction, due diligence, trading, structuring and risk management experience, and his ability to match those skills with each client’s return expectations, risk tolerance and liquidity preference.

Clients praise the transparent business model Michael created and the culture of integrity and trust that governs the activities of the world-class team at Eagle Bay Advisors. Clients respect the firm’s unique combination of industry leading, robust infrastructure, systems and global resources that Michael and his team assembled.

Most importantly, Michael’s clients and business partners value and trust his passion, empathy, relentless support, objective advice, and his ability to apply his institutional training and talents to matters relevant to them.

Michael holds a Bachelor of Science degree in Finance from California State University, Long Beach and a Juris Doctor degree from Lewis & Clark Law School, with a certificate in Tax Law and an emphasis in Corporate transactions. He is also a CFA® charter holder.

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David Neubert

PARTNER / CHIEF INVESTMENT OFFICER

david@EAGLEBAYADVISORS.COM


David created the first automated arbitrage and trading systems for Exchange Traded Funds (ETFs) at Morgan Stanley. Under David’s leadership, all equity electronic market making portfolios, portfolio trading risk, and index arbitrage were brought under one global function.

David was also the Head of Global Portfolio and Program Trading, Head of Latin American Equity and Derivatives Trading, Head of European Automated Market and Making, and Head of Macro Proprietary Trading at Morgan Stanley.

David’s business acumen, passion for helping people achieve goals, and dedication to client success propelled him through the ranks at Morgan Stanley. In 1998, he was named Managing Director, the youngest in the firm at the time.

In 2003, David joined Lehman Brothers, where he spent two years as Managing Director, Head of Equity Trading Technology and Strategy.

An entrepreneur at heart, he founded, advised or invested in many startups. In 2006 he founded The Panelist, an online magazine focusing on socially conscious investing. In 2008 he co-founded Kapitall, a financial technology focusing on making the process of financial education fun and easy. Today he advises a diverse variety of companies in fashion, healthcare and financial technology. David consults with startup hedge funds; helping to fund media and tech startups, and spends time working with school children to connect economics, math, corporate structure and the stock market.

David has served on many boards including: Dining Entertainment Group (Brother Jimmy’s BBQ), New World Foundation, Green Drinks NY, MedicalRecords.com, Groupe NYC, clothier Seize sur Vingt and Performance Space 122.

David holds a Masters in Public Policy from Harvard’s Kennedy School of Government. In 1988, he graduated 6th in his class and received BA with honors in Economics from Pitzer College in Claremont, California.

David now lives in the Berkshires of Massachusetts with his wife, Natalie, and their children Rose and Craig.

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Cindy Curtis

PARTNER / CHIEF OPERATING OFFICER

cindy@EAGLEBAYADVISORS.COM


Cindy Curtis is a marketing and strategy executive with deep experience in digital service models, client experience and operations for large, industry-leading companies across the finance, and technology sectors. She is an experienced board member across private corporate, and non-profit organizations. She is known for her analytical work, collaboration, and strategic insights. 

Ms. Curtis served as an advisory board member for Trion Interactive, a mobile a-serving technology company. She assisted the founders in creating the company’s branding and value proposition while helping develop their programmatic business.  She connected them to large advertisers and made introductions that led to media agency partnerships.  She led partner development programs and executed employee feedback programs to assist the founders in developing their leadership skills in advance of their acquisition.  

While at Morgan Stanley, Cindy served on the board of TheMarkets.com, a joint venture between Morgan Stanley, JP Morgan and Goldman Sachs established to provide sell-side research to institutional clients.  Cindy was the member representative for Morgan Stanley on the Marketing committee which developed and executed the marketing plan to bring the product to market.  It was sold to Capital IQ, an S&P Global company. Cindy was also on the compensation committee and helped establish the long-term incentive plan for key leadership team members and set annual goals and objectives for the CEO.  

Cindy currently serves as board member, chair of the Marketing and Development Committee, and member of the Finance Committee for HB Studio – an iconic Acting School in Greenwich Village, NYC.   She was asked to join the board to conduct a brand review and to lead strategic planning.  She has been instrumental in building the business plan for virtual learning and is currently exploring financing opportunities to fund the new business line.  

She was previously Managing Director, Head of Marketing for North America and Global Head of Investment Communications at State Street Global Advisors leading teams around the world. She founded the marketing consulting firm, Matter Worldwide and has worked across many financial services firms in global marketing, product development and product management roles.  

Cindy received her Bachelor’s degree from SUNY College at Brockport in Upstate New York and her M.S. in Information Systems from NYU Stern School of Business, concentrating in the intersection of Business and Technology. She lives in New York with her husband, and together with her extended family owns and operates an historic cottage and boat rental business in the Adirondack Mountains of Upstate New York called Palmer Point.  

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Tanya Durkee Urbach, J.D. Photo
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Tanya Durkee Urbach, J.D.

PARTNER / HEAD OF FAMILY OFFICE SERVICES

tanya@EAGLEBAYADVISORS.COM


Tanya D. Urbach is an affiliate expert for the Bates Group, a leading provider of securities litigation support, regulatory and compliance consulting, and forensic accounting services to Fortune 500 Companies. Tanya uses her extensive background in the securities industry to provide expert witness testimony on state and federal regulation of securities and on regulatory compliance and supervisory issues related to broker-dealers and investment advisers.

Tanya is a litigator with an emphasis in financial institution defense and litigation. While in private practice, Tanya represented broker-dealers, investment advisers, registered representatives, and other securities professionals in civil disputes and regulatory matters, regarding violations of state and federal securities laws, violations of rules of regulatory and self-regulatory organizations, and financial fraud. She has also routinely provided compliance advice and counsel to broker-dealer and investment advisory firms, as well as representing banks and credit unions in banking and trust litigation, including defending consumer claims under fair debt collection statutes, the Truth-in-Lending Act, Consumer Protection Act, breach of contract, and common law fraud. 

As the former Deputy Commissioner of Securities for Vermont, Tanya prosecuted regulatory investigations into securities fraud. Prosecutions included internet-based securities fraud, identity theft and Ponzi schemes, broker-dealer and investment adviser misconduct, including point of sale violations, market timing in mutual funds and variable annuities, market manipulation, and abusive short-selling. As Vermont’s securities regulator, Tanya was also responsible for investor education initiatives, registration of securities, licensing of securities firms and their representatives as well as overseeing the broker-dealer and investment adviser examination process. She proposed and prosecuted through the state legislature a New Uniform Securities Act, which Vermont ultimately enacted. During her time as a regulator, Tanya was also a member of the board of directors and on the broker-dealer section of the North American Securities Administrators Association.

Tanya graduated with a B.A. in Chinese from the University of Oregon and received her law degree from Lewis & Clark Law School in 1996. Tanya is an adjunct professor at the Northwestern School of Law of Lewis & Clark College where she has taught Securities Regulation.

She has previously held her Series 7, 66, 24 and 79 securities licenses and been licensed as a Certified Anti-Money Laundering Specialist.

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Georgina H. Miltenberger, J.D. Photo
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Georgina H. Miltenberger, J.D.

Partner

GEORGINA@EAGLEBAYADVISORS.COM


Georgina is a seasoned litigator in all aspects of family law.  During her career as a family law attorney, her experience ranged from public interest law to ultra-high net worth complex dissolution cases. 

Georgina has extensive experience in board service, non-profit fundraising, and community volunteering.  She currently serves on the board of trustees, chair of the Governance Committee, of Oregon Episcopal School.  She is also the board chair of an advisory board to a single family office.  She has helped fundraise for a number of non-profit organizations and has provided pro bono legal services, primarily to children in the Multnomah County Attorney Representation for Children Program.  Georgina is a regular judge in Oregon’s state mock trial competitions through Classroom Law Project.  She was recently appointed by her state senator to serve on a city charter review committee. 

Georgina is originally from Richmond, Virginia and received her bachelor’s degree with honors from Hollins University and her J.D. from Penn State Dickinson School of Law.  Before practicing law, Georgina worked in Washington D.C. for the National Petroleum Council, a federal advisory committee to the U.S. Secretary of Energy. Prior to that, she taught English to children and adults in rural Japan. Georgina and her husband now live in Portland, Oregon with their two children.

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G. Crossan Seybolt Jr. Photo
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G. Crossan Seybolt Jr.

MANAGING DIRECTOR

crossan@EAGLEBAYADVISORS.COM


G. Crossan Seybolt served as the Senior Vice President of Investments at Prudential Securities and Wells Fargo Advisors respectively, before joining the Eagle Bay team.

A Middlebury College graduate, Seybolt launched his advisory career in 1978 at Loeb Rhodes Hornblower. He subsequently worked at Shearson Lehman, Salomon Smith Barney and Prudential Securities, providing advice to wealthy families, business owners and professionals throughout his career.

Seybolt participated on the Global Macro Advisory Council while at Salomon Smith Barney, and the Alternative Investments Council while at Wells Fargo. Seybolt has passionately worked with wealthy families to solve complex problems throughout his time working as an investment advisor.

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Donald P. Schipf, CFA® Photo
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Donald P. Schipf, CFA®

DIRECTOR OF STRATEGIC OPPORTUNITIES

dschipf@EAGLEBAYADVISORS.COM


Donald Paul Schipf, a native of New York, is a financial executive with experience across several sectors of the financial services and distribution industries. His expertise spans a range of disciplines including: corporate finance, portfolio management, capital markets (debt and equity), strategic planning and financial analysis.

Prior to Eagle Bay, Mr. Schipf was a Managing Director for a boutique investment bank headquartered in NY where he performed merger and acquisition advisory services for companies within the financial services industry, with a particular focus on the asset management industry. Prior, he has held positions as a U.S. mid-cap bank equity research analyst for Keefe, Bruyette & Woods, Inc. and as a senior lending officer at several global banking institutions, including Canadian Imperial Bank of Commerce, Inc.

Mr. Schipf received a Bachelor of Science Degree in Finance from Fairfield University and a Masters of Science Degree in Financial Management from Boston University.  Mr. Schipf is also a CFA® charter holder.

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Tim MacGuire

VICE PRESIDENT

TIM@EAGLEBAYADVISORS.COM


Tim is an experienced private banking professional with extensive success providing customized wealth management solutions to high-net-worth individuals, family offices, foundations, and businesses. He spent 20 years at Deutsche Bank and has previous experience at US Trust and Oppenheimer & Co. Inc.

Tim has an MBA from the Fordham Gabelli School of Business and a B.A. in History from Hobart & William Smith Colleges. He also is Series 7, 24, & 63 certified. 


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Thomas Huber

VICE PRESIDENT

thomas@EAGLEBAYADVISORS.COM


Thomas joined Eagle Bay in 2017. A native of New York, Thomas received a Bachelor of Arts Degree in Economics from SUNY Geneseo. He has previous experience at both Citi and Truvvo Partners.

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JP Elmblad Photo
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JP Elmblad

SENIOR ANALYST

JP@EAGLEBAYADVISORS.COM


Since joining Eagle Bay Advisors (EBA) in 2020, JP has proven to be an invaluable asset to both our team and clients. Within EBA, he holds a number of cross-functional roles like reinforcing family office services, marketing, investment reporting, and other operations, along with a special focus on supporting client relationships. He is a strong client counselor and has a deep understanding of our clients’ needs, elevating their overall experience here at EBA.

Prior to joining our firm, JP developed a wealth of knowledge working across industries at organizations such as National Grid, Coldwell Banker, and JJR Consulting. He earned his B.A. from Union College as a David L. Henle Merit Scholar where he majored in Economics and minored in Environmental Engineering and Entrepreneurship. Along the way, he picked up a number of accolades and achievements, including the Francis S. Viele Scholar honor for service to the community, induction to the Omicron Delta Kappa society for leadership, and acceptance to the Stanford University Innovation Fellowship (UIF) program. The UIF program is a highly selective joint program between Stanford and Google that empowered JP to develop and deploy a unique solution at Union College that addressed an open need and fostered innovation and entrepreneurship within the community.

Outside of work, you can find JP powerlifting, Olympic triathlon training, or trying out new cuisine around New York City. When he has a chance to make it to his hometown of Vail, Colorado, you can find him out on the slopes telemark skiing and enjoying time with his family.

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Ross Kesselman

ANALYST

ROSS@EAGLEBAYADVISORS.COM


Ross joined our firm as an analyst in 2021. He graduated from Union College with a Bachelor of Arts in Economics. Ross was previously on the business development team at the biotech startup Citrine Medicine, a subsidiary of the Rare Stone group, where he helped close the company’s first two deals. Additionally, he has interned at private equity firm Tailwind Capital with the Healthcare Investment Team, boutique investment bank Kaufman and Company, and the biotech-focused investment bank, Back Bay Life Science Advisors, on the transaction team. 


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