New Legacy’s team features a group of dedicated professionals with diverse skills, backgrounds, and talents, all of whom share a sincere passion to deliver results and serve our clients.
Mr. Joseph “Joe” Weilgus is the CEO and Founder of New Legacy Group and its associated funds. With over 23 years of experience in the financial sector, Mr. Weilgus has a focused approach to investing in early seed, venture, and growth spaces with particular interest in mobility, logistics, deep tech, and fintech.
Mr. Weilgus founded Project Sunshine, a multi-national children’s nonprofit organization, in 1998. He currently serves as Chairman. He is also an active member of the Young Presidents Organization.
Mr. Weilgus previously served as President of Geller Holdings, LLC and Managing Director, Client Relations at Geller & Co. Prior to joining Geller, Mr. Weilgus was Director of Client Relations at American Express Tax and Business Services. He started his career at PricewaterhouseCoopers in the audit practice, where he earned his CPA. He earned a B.S. in Accounting from Yeshiva University.
Mr. Theo Azouz focuses on sourcing direct investments for the Firm as well as business development utilizing his global network. Mr. Azouz joined New Legacy in 2019. Previously, he worked for Generation Three, an advisory firm based in London, England, establishing portfolios for family offices including private trust companies and foundations. Prior to this, Mr. Azouz worked for a transportation start-up based in London as a commercial account manager and for Rawbank in Kinshasa, Democratic Republic of Congo, in its credit department.
Mr. Azouz graduated from University College London with a B.S. in Anthropology. He further completed his Master’s in Finance at Zicklin School of Business, Baruch College.
Ms. Bailey Ezell, CPA, currently serves as the Controller of New Legacy. She manages the daily business activities of New Legacy across all business units and has over 10 years of accounting and operations experience. She is heavily involved with the oversight of structuring new products and the mechanics involved with private shares as they go public.
Ms. Ezell joined New Legacy in 2018. Prior to New Legacy, Bailey worked at Brookfield Property Partners in the corporate accounting group. She started her career in public accounting and spent four years between PricewaterhouseCoopers and Deloitte.
Ms. Ezell graduated with honors from Furman University with a Bachelor of Business Administration. She then went on to receive a Masters in Accountancy from Vanderbilt Owen Graduate School of Management. She earned her CPA certification in 2016.
Dr. Alexander “Alex” Wong is a Partner in the New Legacy Opportunity Fund. He brings over 20 years of operating and technical experience with portfolio companies in the technology industry, including financial and emerging technologies.
In 2020, Dr. Wong founded Topiary Capital to focus on secondary venture capital and growth investments. Previously, Dr. Wong was a managing director of D. E. Shaw & Co., L.P. and head of venture capital at the D. E. Shaw group for 15 years. Prior to his tenure at D.E. Shaw, Dr. Wong was a partner at Apax Partners, a global private equity firm, and an early member and managing director at Intel Capital, the world’s largest corporate venture capital investment group.
Dr. Wong holds a Ph.D. degree in electrical engineering from the University of California, Berkeley.
Mr. Adam Geiger is President and Chief Investment Officer of the New Legacy Group, a multi-disciplinary investment adviser. Mr. Geiger oversees a number of high net worth portfolios, managing public and private investments as well as other client portfolio needs.
Prior to co-founding New Legacy with Joe Weilgus, Mr. Geiger was Chief Investment Officer of Ivy Asset Management, a leading provider of hedge fund allocation and advisory products and services. During Mr. Geiger's 9½ year tenure, Ivy's assets under management grew from less than $1 billion to more than $16 billion, while the investments staff grew from about one dozen people in two offices to over 45 people in five offices around the world.
Prior to Ivy, Mr. Geiger spent seven years in a senior position on the trading desk at Twenty-First Securities Corp. in New York. As Co-head of Trading, he was responsible for managing several sophisticated investment programs, including a dividend capture strategy, an early form of capital structure arbitrage, two convertible arbitrage strategies and a number of other tax-advantaged trading strategies.
Mr. Geiger began his career in December 1982 at Merrill Lynch in New York City. During the course of his seven years at Merrill, Mr. Geiger developed and executed several sophisticated market-neutral investment strategies for institutional clients. Included among these were dividend capture strategies, index arbitrage and equity options arbitrage.
Mr. Geiger holds a B.S. in Economics, cum laude, from the State University of New York at Albany and has been a Chartered Financial Analyst and member of the CFA Institute and New York Society of Securities Analysts since 1994. He also serves on the Board of Trustees of the Middlebridge School of Narragansett, RI. Additionally, he serves on the Board of Directors of Touro College. He currently resides in Babylon, NY with his wife and two daughters.
Ms. Wallis Sinatra joined New Legacy in 2021, where she leads client services and oversees the firm’s philanthropic priorities. Before joining New Legacy, Wallis worked at The New York Public Library fundraising for special initiatives and growing the major gift pipeline. She also previously served as Development Manager at Project Sunshine, where she cultivated foundation relationships, executed donor events, and led branding and marketing efforts.
Ms. Sinatra graduated summa cum laude with a B.A. in Art History and Russian from Sewanee: The University of the South in Sewanee, Tennessee.
Dr. Justin Xiang is the Chief Scientific Officer of New Legacy Group, as well as the Chief Investment Officer and Co-Founder of Syno Capital, an affiliated global healthcare and biotech investment firm that emphasizes on cross-border collaborations between United States and China. In addition, Dr. Xiang is a senior advisor to Zhong An Insurance, a pioneer online insurance platform in China jointly led by Alibaba, Tencent and Ping An Insurance. He advises the firm on healthcare-related products and manages executive-level investor relations. Dr. Xiang also serves as Board Director with Cynvenio Biosystems, a liquid biopsy diagnostics firm in Los Angeles, CA and Orig3n, a stem cell (iPSC) technology company in Boston, MA.
Prior to his current roles, Dr. Xiang served as a Senior Scientist at Schrodinger Inc., a software and consulting firm backed by industry leaders including David E. Shaw and Bill Gates that specializes in computer-aided drug design for biopharma companies. He was responsible for developing next- generation computational tools for rational drug design and various other client drug development programs. Previously, Dr. Xiang was also part of Genentech’s Medicinal Chemistry team, where he participated in numerous lead drug candidate optimization projects.
Dr. Xiang holds a doctoral degree in Molecular Biophysics from Washington University Medical School. His research focus was the development of cutting-edge computational models to optimize the drug design process. Dr. Xiang authored several publications on this topic in internationally recognized peer-reviewed journals, including Journal of Computational Chemistry and Journal of Chemical Theory and Computation. He graduated Magna Cum Laude from Washington University in St. Louis with bachelor’s degrees in Biomedical Engineering, Economics, Mathematics and Computer Science.
Mr. Albert “AJ” Petrole, CPA, joined the New Legacy in 2021 as Operations Associate, working across operations and investments for the Firm’s wealth management clients. Previously, Mr. Petrole was a Senior Associate in PricewaterhouseCoopers Financial Markets practice, where he led transaction advisory and valuation service engagements.
Mr. Petrole graduated from the Smeal College of Business at the Pennsylvania State University in 2017 with a B.S. in Accounting and a minor in Internal Business. He is a Certified Public Accountant in the Commonwealth of Pennsylvania.
Ms. Maria McIndoo joined New Legacy in 2022, where she supports client services and focuses on optimizing the firm’s processes. Before joining New Legacy, Ms. McIndoo worked in scripted television at CBS, NBC and FOX initially supporting executives and eventually working in the writers rooms.
Ms. McIndoo graduated with a Master of Arts from University of St. Andrews in English Literature and Film Studies.
Ms. Alexandra Levitt is the Executive Assistant to the CEO and has been with New Legacy since 2017. Previously, Ms. Levitt worked in finance and operations for a startup company where she handled the monthly close, billing, collections, FP&A, and client management. Her prior roles include serving as Executive Assistant to the CFO of Shake Shack and as Executive Assistant to the CEO of a private equity firm based in Miami, Florida.
Ms. Levitt graduated from the University of Miami in 2013 with a Bachelor of Business Administration, majoring in Entrepreneurship.
Mr. Daniel Friedlander joined the New Legacy Group in 2018 and is responsible for research and analysis for early-stage venture companies. Previously, Mr. Friedlander worked for a family office and was responsible for investment analysis, trade execution, and back-office functions. Mr. Friedlander also handled client’s monthly portfolio reports and was responsible for managing ongoing relationships with prospective fund and investment managers.
Mr. Friedlander graduated from Yeshiva University in 2012 with a Bachelor of Business Administration, majoring in Business Management. He is originally from Brazil and is fluent in Portuguese and Spanish.
Ms. Deborah Zee joined the New Legacy team in 2013. She leads Business Development for New Legacy in Asia and is based out of Los Angeles. Ms. Zee has a background in multicultural marketing for companies such as Verizon and PepsiCo. She is a supporter of terminally ill and hospitalized children through the Indonesian Pediatric Cancer Foundation and Project Sunshine.
Ms. Zee graduated with honors from the University of Southern California Annenberg School of Communication and Marshall School of Business.
Ms. Regina Farrell, CPA, is the Manager of Accounting at New Legacy. In her capacity, she oversees the accounting, administration and audit functions of the Funds and Special Purpose Vehicles.
Ms. Farrell joined New Legacy in 2022. Prior to joining New Legacy, she worked as the Senior Fund Accountant for 5 years at NCH Capital. Ms. Farrell started her career as an auditor in public accounting at KPMG, where she worked with clients in the alternative investment space.
Ms. Farrell graduated from Loyola University with a Bachelor of Business Administration in Accounting. She earned her CPA certification in 2013.