A dedicated team committed to excellence through expertise, innovation and outstanding service.
Client Services
Dr. Daniel Summerfield
Director of ESG and UK Client Services
Daniel joined Pomerantz in October 2022 after 20 years at the Universities Superannuation Scheme (“USS”), the United Kingdom’s largest private pension fund. Most recently Daniel was Head of Corporate Affairs of USS following a period of 16 years as head of Responsible Investment. He brings to Pomerantz a wealth of professional experience as a pensions, investment and public affairs professional with a strong background in ESG/sustainability, stewardship and engagement, reputation management and stakeholder relationships. Daniel also has considerable experience in working with senior policy makers, regulators and captains of industry at a global level.
Daniel holds a Bachelor of Arts with First Class Honours from University College London, a Doctor of Philosophy in History from SOAS University of London, and most recently attended the Corporate Affairs Academy at Said Business School, University of Oxford.
Carolyn S. Moskowitz
Director of Client Services
Carolyn liaises with clients and oversees Pomerantz’s Client Services staff. Working closely with the Firm’s leadership, she develops branding, client development, and communications campaigns. She co-edits The Pomerantz Monitor, the Firm’s bi-monthly journal of news and analysis focused on securities litigation, corporate governance, and policy issues. Now in her twenty-first year at Pomerantz, Carolyn continues to anticipate and respond to clients’ needs in the ever-evolving legal landscape.
Carolyn received a Bachelor of Fine Arts from Concordia University in Montreal. She is fluent in French.
Chiao Chen
Director of Financial Analysis
Chiao leads a team of financial analysts in evaluating potential exposures and damages for clients’ investments that may be attributable to securities fraud. He periodically develops enhancements to the Firm’s proprietary PomTrack® Portfolio Monitoring Service. Chiao is a member of Pomerantz’s New Case Team that monitors, researches, and assesses potential violations of federal securities laws.
Prior to joining the Firm, Chiao worked for multiple asset management companies, bringing over 20 years of financial industry knowledge to Pomerantz. He earned a Bachelor of Science in Economics from Binghamton University.
Brett Lazer
Content Marketing Manager
Brett creates a variety of marketing collateral for the Firm, including social media content and client development proposals. He also helps oversee the firm’s popular bi-monthly journal The Pomerantz Monitor. Brett has a background in content management, having previously served as a Manager of Copywriting at Callisto Media and Head of Content for the mobile gaming company FleetWit.
Brett holds a B.A. from Yale University and a Ph.D. from the Institute of Fine Arts at NYU.
Sydney N. Castro
Senior Financial Analyst
Sydney joined Pomerantz in June 2017. A senior member of Pomerantz’s Financial Analysis team, she searches client portfolios for potential exposure to securities fraud. Sydney is a member of Pomerantz’s New Case Team that monitors, researches, and assesses potential violations of federal securities laws. She leads the financial team’s efforts in analyzing data for international litigation. Sydney also assists in the preparation of our clients’ monthly, customized PomTrack® Reports.
Sydney earned a Bachelor of Science in Finance from Rutgers University.
Vincent Liu
Senior Settlements Analyst
Vincent heads the team that files Proofs of Claims in settlements on behalf of clients. He and the team determine clients’ eligibility to participate in recovery from settlements as well as their potential recovery. He liaises with custodian banks and claims administrators to cure any deficiencies in clients’ claims and ensures that Pomerantz’s clients receive the recovery they are due. Prior to joining Pomerantz, Vincent was a paralegal for a civil and criminal litigation firm in Manhattan.
Vincent earned a Bachelor’s degree in Politics from New York University. He is conversationally proficient in German and Cantonese and is also currently studying Mandarin to better understand and assist clients internationally.
Robert Kovac
Financial Analyst
As a member of the Financial Analysis team, Robert manages and maintains the Firm’s proprietary internal database of client transaction and holdings data. This data is used to identify clients’ potential exposure in securities litigation and settlements. Robert calculates damages for institutional and individual clients who invested in financial securities. As a member of Pomerantz’s New Case Team, he also monitors, researches, and assesses potential violations of federal securities laws.
Robert earned a bachelor’s degree in Economics from the University of Connecticut.
Sarah Hassan
Financial Analyst
A member of Pomerantz’s Financial Analysis team, she assists in monitoring and assessing any potential exposures that institutional and retail clients may have due to securities fraud. She analyzes our institutional and retail clients’ trading histories to calculate any potential damages, both in newly filed class action cases and in settlements. Sarah also provides support in the preparation of our monthly PomTrack® portfolio monitoring reports for clients.
Sarah earned a Bachelor of Science in Business Administration from American University.
Janalee Spencer
Client Services Manager
Janalee represents Pomerantz at client conferences and events and liaises with current and potential firm clients. She also organizes Pomerantz’s conferences and seminars. As an integral member of the Client Services team, Janalee assists in preparing customized, monthly PomTrack® portfolio monitoring reports for clients.
Prior to joining Pomerantz, Janalee worked at a plaintiffs’ securities class action firm for 12 years.
Janalee received a Bachelor’s degree from California State University San Marcos.
Leslie Liang
Assistant to the Controller
Leslie joined Pomerantz as an Accountant in June 2017. She reports directly to the Director of Finance and works with the Client Services team. Her responsibilities at Pomerantz include accounts analysis, reporting, cash flow, payroll and assisting with year-end audit/projects.
Before she joined Pomerantz, she worked for a multi-national law firm for 16 years at their accounting/finance department.
She received a Bachelor of Science in Accounting and a minor in Finance from SUNY University at Buffalo.
Danielle Peyton
Investor Relations Manager
Danielle, who joined Pomerantz in 2023, oversees the Firm’s retail investor services. She is a member of Pomerantz’s New Case Team, composed of attorneys and professional staff, that monitors, researches, and assesses potential violations of federal securities laws. Danielle brings to Pomerantz five years’ of experience in customer relationship management, project management, and research and analytics in various markets around the world, including the UAE, China, Singapore, and the United States.
Danielle earned a double-major Bachelor of Science in Business Administration and Business Marketing from the University of Scranton in 2018. Upon graduation, she volunteered with Hand in Hand Ministries to build homes in Guatemala for those in need.
Marzan Tasmia
Investor Relations Analyst
Marzan joined Pomerantz in July 2023. A member of the Investor Relations team, she assists in retail investor outreach and retention for securities cases. She is also responsible for managing weekly press releases for class action lawsuits and provides support to the marketing team.
Marzan earned a Bachelor's degree in Marketing from Rutgers Business School.
Legal Research
Christopher Szechenyi
Director of Investigations
Chris manages a global team of investigators who are devoted to uncovering fraud, misleading statements, and other acts of misrepresentation by corporations and their officers. He and his team have conducted hundreds of witness interviews for Pomerantz’s securities fraud cases, which produced significant settlements for plaintiffs.
Chris has 20 years of experience as a private investigator and as president of On Point Investigations, an investigative agency based in Boston. While based in Paris, France, he was a producer for 60 Minutes, primarily for correspondent Mike Wallace.
Chris taught journalism for nearly ten years at Emerson College. He earned a Bachelor of Arts in Journalism from Lehigh University and has won several national journalism awards.
Simon Hall
Paralegal
Simon, a senior paralegal professional, provides research and investigative support to the leadership of all practice groups.
Simon brings to Pomerantz over 13 years of experience in large New York law firms, with a focus on securities litigation. His trial experience spans across numerous state, federal, and international venues. He has significant experience conducting market research as well as monitoring legislation and regulations potentially affecting the business of major institutional clients. Simon has also interned at the Financial Industry Regulatory Authority and Commodity Futures Trading Commission.
Simon holds a Bachelor of Arts in Political Science and a minor in Public Affairs from the University of California, Los Angeles.
Administration
Georgette G. Cupo
Director of Human Resources
Prior to joining Pomerantz in 2019, for twenty years Georgette acted as Director of Human Resources/Office Manager at Harwood Feffer LLP in New York, where she dramatically reduced operating expenses and supply costs.
Georgette manages Pomerantz’s human resources needs, including hiring, supervision, and performance reviews of staff, administering benefit programs, and assisting in policy development.
Georgette received a Bachelor of Science in Business Administration from Montclair State University.
Kenneth W. Schultz
Director of Finance
Ken joined Pomerantz as Director of Finance in 2016. His 30 years of prior experience include having overseen the financial departments of multi-national and mid-sized law firms. His role includes financial reporting, analysis, taxation, budgeting, cash flow management, compensation and internal controls.
Ken reports directly to the Managing Partner, plays a key role in strategic planning, and is responsible for the hiring and supervision of all personnel in the finance department.
Ken received a Bachelor of Science in Accounting from St. John’s University.