The Gordon Haskett Capital Corp Team

Jonathan Rich

Managing Director, Consumer Specialist

Jonathan Rich is a Managing Director and the Consumer Specialist at Gordon Haskett with coverage of Retailers, Restaurants, Consumer Staples, Cruise Lines & Consumer Internet. Prior to joining GH, Jonathan spent 11 years at J.P. Morgan Securities as the Consumer Specialist on the Cash Equities Trading Desk. Jonathan’s timely and accurate coverage of sector and stock-moving events across the Consumer space is closely watched, leading Institutional Investor to rank him the #1 Consumer Specialist every year since the category's introduction in 2017. Jonathan graduated from the City University of New York's Baruch College as Valedictorian with a BBA in Finance and Economics.

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Patrick G. Shallis

Head of Trading

Patrick has over 25 years of equity trading experience on both the buy side and sell side. Prior to Gordon Haskett, Patrick was a sales trader at Swiss Bank Corporation and was a position trader at various hedge funds. Since joining Gordon Haskett in 1993, Patrick has been responsible for managing sales and trading relationships with pension funds, mutual funds and hedge funds. In addition, Patrick generates daily written and verbal market commentary to Gordon Haskett’s client base. Patrick graduated from the NY Institute of Finance, attended Pace University, and holds licenses which include Series 7, 63, 55. Patrick is also a Register Options Principal.

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Mark Alleman

Senior Sales Trader

Mark joined Gordon Haskett in 2001, and manages trading relationships with mutual funds, pension funds and hedge funds. Mark also manages the firm’s electronic trading capabilities, and oversees trading desk interactions with back office and clearance departments. Mark graduated from County College of Morris with a degree in Business and his securities licenses include the Series 7, 63, and 55.

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Timothy Gordon


Timothy Gordon is a founding principal focused on firm strategy and client development. Previously Mr. Gordon worked in the special situation and distressed investment and advisory areas, as a Partner of event-driven equity and distressed debt hedge fund LaGrange Capital, at private equity firm Palladium Equity Partners, and in the restructuring department of the Blackstone Group. Tim also works in the field of real estate investment and development, as a partner of Aria Development Group which focuses on the Miami, New York and Washington DC real estate markets, and of his family’s real estate business which owns and manages commercial, garage, and residential properties. Mr. Gordon holds a B.A. from Harvard University and an M.B.A. from Harvard Business School.

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Mark Borteck

General Counsel

Mark is the General Counsel & Chief Compliance Officer of Gordon Haskett Capital Corp. Before joining in 1978, Mark practiced corporate and securities law, including broker-dealer regulation, at the New York City law firm of Reavis & McGrath (now Norton, Rose Fulbright). Mark is a graduate of Long Island University and of Suffolk University Law School, where he was editor of the law review. Mark is a Series 14 and 55 registered CCO.

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Andy Epstein

Chief Financial Officer

Andy is the Chief Financial Officer of Gordon Haskett Capital Corporation and Gordon Haskett & Co. He has acted in this capacity since joining the Firms in 1984. Previously Andy worked in public accounting specializing in audits of broker dealers. Andy earned a B.S. in accounting from Binghamton University in 1978 and has been a member in good standing of the American Institute of Certified Public Accountants since 1981.

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