Managing Directors

 

Peter J. Ostrowski

Mr. Ostrowski founded Ostrowski & Company, Inc. in January 1994. Prior to forming O&Co, he served for thirteen years as Managing Director of Lyons, Zomback & Ostrowski, Inc., a firm he co-founded in 1980. Lyons, Zomback & Ostrowski, Inc., was acquired by The Advest Group, Inc., a regional brokerage firm, in 1988. Previously, he served in various capacities in both the Bank Supervision and the Loan and Credit Departments at the Federal Reserve Bank of Boston. Following his role as Section Head of the Bank & Thrift Monitoring Group at the Boston Fed, he was a Vice President of Cates, Lyons & Co., consulting bank analysts.

Since leaving the Fed in 1979, Mr. Ostrowski has been actively involved in providing advice to banks, bank holding companies, and thrift institutions regarding capital and strategic planning, mergers and acquisitions, branch transactions, and regulatory matters. He has successfully advised institutions on non-underwritten capital raising efforts, including subscription offerings and private placements. He has been involved in executing long-term acquisition-driven expansion strategies. Mr. Ostrowski's hands-on experience in bank and thrift mergers and acquisitions spans over 17 years during which time he has counseled boards of directors and executive management and negotiated on behalf of both buyers and sellers.

Mr. Ostrowski received his B.S. degree, with honors, in economics from Northeastern University, and was elected to Omicron Delta Epsilon, the national honor society for students of economics. He is currently a member of the Association for Investment Management and Research and the New York Society of Security Analysts. Mr. Ostrowski has lectured at various forums, including seminars sponsored by the FDIC, and meetings of state and national bank and thrift trade associations. Mr. Ostrowski has been an instructor at the FDIC's Examiner Training School and the Consumer Bankers Association's Graduate School of Retail Bank Management, where he teaches a course on mergers and acquisitions entitled "Negotiations Strategies".

Peter J. Ostrowski

 

Susan J. Monti

Ms. Monti brings nearly twenty years of banking experience to O&Co, having held executive positions in the areas of financial management, accounting, planning, operations, administration and credit. Her most recent position was as Executive Vice President and Chief Financial Officer for Gateway Financial Corporation. At Gateway, she was responsible for the design and implementation of a financial restructuring that combined re-capitalization of the Company through a $28 million common stock rights offering with the resolution of $60 million in non-performing assets. After successful implementation of the restructuring, Ms. Monti negotiated the sale of the Company to Shawmut National Corporation.

In addition to extensive balance sheet restructuring experience, Ms. Monti has managed the acquisition and assimilation of a failed thrift, developed, implemented, and measured performance of business plans for banks and thrifts of varying size and complexity; organized a credit administration and workout division and participated in data processing system selection, conversion, and outsourcing.

She has completed numerous speaking engagements and has participated in panels and seminars on asset/liability management, performance reporting, systems evaluations and management accounting. Ms. Monti has instructed college level courses in accounting and cost control.

Ms. Monti holds a B.S. in Accounting from Quinnipiac College, Hamden Connecticut and an M.B.A. from the University of New Haven, also in Connecticut. She has achieved the professional designation of Certified Management Accountant (CMA).

Susan J. Monti