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Team

Investment banking team

Our industry-spanning team has the acumen and capabilities that helps our clients attain their financial goals.

We have provided expert financial advisory services for more than 20 years.

As finance professionals, we thrive on providing expertise for every aspect -- from capital raising and structuring to advisory board support and strategic acquisitions.

A founder looking for the next step in your company’s evolution, as well as an investor looking for added alpha, can turn to Xnergy can help identify opportunities others might be missing.

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GlobalOur team is globally positioned for easier distribution of services.
ExpertiseOur team possesses deep industry expertise as well as financial acumen.
PassionWe are devoted to our clients' objectives.

Leadership:

Nia Stefani
Nia StefaniFounder
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William Timmerman
William TimmermanManaging Director
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Mark Jacobs
Mark JacobsManaging Partner
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Xnergy Team:
titles reflect internal functional roles and do not indicate FINRA registration status unless explicitly stated

Amric SobczakChief Compliance Officer
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Edwin FernandezCapital Markets
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Jesus FloresInvestment Banking
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Jonathan CohenCapital Markets
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Marc CarrollInvestment Banking
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Rich OnestoFinancial Operations Principal
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Robert KiddCapital Markets
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Ryan HatchVice President - Northwest Region
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Vishwa ShethInvestment Banking
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I've worked with several different entities, and not one compares to the expertise, effectiveness, and responsiveness of Xnergy Financial...
Sari Frank
Principal — The Kinexion
Xnergy introduced the company to a wide range of investors with different emphasis in the capital stack and presented us with a variety of viable financing options...
Sayed Ali
CEO — Interpreters Unlimited
Xnergy introduced EquityMetrix to a wide number of financial partners and investors and managed the process to successfully close with the right financial partner.
F. Del Agnew
President — EquityMetrix, LLC.
I had the opportunity to discuss a business dealing with Nia and was highly impressed with her business knowledge, experience and complete professionalism...
Marshall D.
Business Intermediary — Pacific Continental Realty
All Client Testimonials
Global Investment Financial & Banking Firm - Xnergy Financial

Xnergy Financial, Member FINRA/ SIPC, is an international investment banking firm providing debt, equity, merger, and acquisition services to emerging growth and middle-market companies.

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Copyright © 1997-2026. Xnergy Financial LLC and/or its affiliates. All rights reserved.

Xnergy Financial LLC – Member FINRA / SIPC

Nothing on this web-site is an offer to buy or sell securities and should not be considered such an offer.

Apply as a professional:

Further your career alongside other industry veterans.

  • Competitive salary and commission for experienced professionals.
  • Expand your knowledge of investment banking by working with a reputable firm.
  • Enjoy a fully-remote and sustainable work from home environment.
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Apply as a student:

Why students should apply to work at Xnergy Financial:

  • Enjoy a fully-remote workplace.
  • Gain industry reputation working for a reputable firm.
  • Learn from seasoned industry veterans with 20+ years of experience.
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