Brian Polzak Managing Director

Prior to co-founding Aquilo Partners, Brian spent 9 years in life science investment banking at Credit Suisse First Boston in various roles including the Head of West Coast Life Science Investment Banking.

His experience includes acquisitions, divestitures, partial acquisitions, IPOs and secondary equity offerings in the pharma, biotechnology, and medical device sectors. Brian's transaction experience includes Ciba-Geigy's partial acquisition of Chiron, Johnson & Johnson's acquisition of DePuy, St. Jude Medical's acquisitions of Siemens Pacesetter and Ventritex, Pharmacia's creation of the Amersham Pharmacia Biotech joint venture, Invitrogen's acquisition of Life Technologies and Dexter; the IPOs of Caliper Technologies, Exelixis, Lexicon Genetics, Genencor and Sulzer Medica; and the follow-on and convertible offerings for Protein Design Labs.

Brian began his finance career in 1988 in corporate finance at Manufacturers Hanover Trust Company. He received an MBA from Columbia Business School, where he graduated Beta Gamma Sigma, and a BA from the University of California at Berkeley.

(415) 677-8978

James Zanze Managing Director

Jim has 25 years of life science investment banking experience in the therapeutic, medical device and diagnostics sectors.

Prior to co-founding Aquilo Partners in 2003, Jim spent 11 years with JPMorgan and Hambrecht & Quist, where he was Managing Director and Head of Private Placements. Under his leadership, the group expanded to 34 professionals worldwide and raised over $13 billion of private equity for public and private companies. Jim began his career at Salomon Brothers Inc in the Venture Capital Group.

He has served as a director of the California Pacific Medical Center and chaired the medical center’s investment committee for its $350 million endowment.

Jim graduated from Middlebury College.

(415) 677-0999

Jason Yip Managing Director

Jason joined Aquilo Partners in 2012 from Montgomery & Co, where he was a Principal and headed up the firm’s healthcare investment banking group. Joining Montgomery in 2008, Jason advised public and private medical device and diagnostics clients on a wide range of strategic and financing engagements. From 2001 to 2008, Jason was a member of the healthcare investment banking group at Jefferies in San Francisco, where he focused on small and mid cap public and private medical device and diagnostics clients.

His experience includes acquisitions, sellsides, divestitures, IPOs and follow-on offerings in the medical device and diagnostics sectors. Jason’s clients have included Accuray, Bioform Medical, Edwards Lifesciences, Health Hero Networks, Inverness Medical, Myoscience, NeoGuide, Orthopaedic Synergy, Pathway Medical, Power Medical Interventions, Praxim, Spectranetics, and Vivant Medical.

Jason received a Masters in Business Administration from the Wharton School of Business at the University of Pennsylvania and a MEng and BS in Electrical and Biomedical Engineering from the Massachusetts institute of Technology.

(415) 677-8950

John Dyer Managing Director

John joined Aquilo Partners in 2009 from JP Morgan, where he was an Executive Director in the healthcare investment banking group. Joining JP Morgan in 2006, John advised public and private biotechnology clients on a wide range of strategic and financing engagements. From 2000 to 2006, John was a member of the healthcare investment banking group at Cowen and Company in New York and San Francisco, where he focused on small and mid-cap public and private biotechnology clients.

His experience includes biotech/pharma partnering, sellsides, acquisitions, divestitures, IPOs and follow-on offerings in the biotechnology, specialty pharma and diagnostics sectors. Prior to joining Aquilo, John's advisory transaction experience includes Medivation's collaboration with Pfizer, Myriad Genetics' spin-off of its pharmaceutical business and Agensys' sale to Astellas. John also led financings for Seattle Genetics, Genomic Health, Array BioPharma, Myriad Genetics and MannKind.

John received a Masters in International Business Administration from the Moore School of Business at the University of South Carolina, where he graduated Beta Gamma Sigma, and a BA from the University of Virginia.

In July 2012, John opened Aquilo’s office in Cambridge, MA.

(617) 401-2483

John Rumsey Managing Director

Prior to co-founding Aquilo Partners, John spent 12 years in life science investment banking at Hambrecht & Quist and PaineWebber.

John began his career in 1989 in investment banking at PaineWebber Development Corporation, which provided capital to leading biotechnology companies such as Alkermes, Amgen, Centocor, Cephalon, Genentech and Genzyme.

John joined Hambrecht & Quist in 1994, where he continued to focus on life sciences and worked extensively in biotechnology, specialty pharma and medical devices. His clients at H&Q included Cephalon, Centocor, Connectics, Darwin, Dura, Durect, EVT, Genzyme, Gilead, Incyte, Intermune, Invitrogen, i-STAT, Khepri, King, Ligand, Medicis, Novoste, SangStat, Shire, Sugen, Unimed, and Versicor.

John received a BA from Williams College.

(415) 677-0309

David Metzger Managing Director

David joined Aquilo Partners in February 2003. Prior to Aquilo, he worked as a paralegal on health care and other corporate transactions at the law firm of Winston & Strawn in Washington, DC. David received his BA from Cornell in 1999 with Phi Beta Kappa honors and a double-major in chemistry and philosophy.

Phillip Lehman Principal

Phil joined Aquilo Partners in January 2012. He began his career in Healthcare investment banking at Jefferies and then at Montgomery & Co., serving growth stage companies in the biotech, pharma, medical device and services sectors. Phil has worked on a range of transactions throughout his career, including financings for public and venture-backed companies, as well as M&A and strategic partnering advisory. Phil’s previous clients include Accuray, Covenant Care, Dental One, Onconova, Orthopaedic Synergy, Nuvelo, Power Medical Interventions, and Praxim. His focus on healthcare began during an analytical chemistry internship in the Controlled Release Technology division of Medtronic’s Drug Eluting Stent program. Phil has a BS in Chemical Engineering from Stanford.

(415) 677-9085

Melissa Brody Vice President

Melissa joined Aquilo Partners in August 2012. Prior to Aquilo, she worked as an account manager in the environmental services division of Underwriters Laboratories Inc. (UL) in Atlanta. Melissa received a BS in Biology and Ecology (Phi Beta Kappa) in 2010 from the University of Georgia, where she also played on the Georgia Bulldogs NCAA Division I Women's Varsity Golf team. Also fluent in Spanish, Melissa conducted research on the ecology of infectious diseases at the University of Georgia and on resource management and conservation in Costa Rica through Duke University.

(415) 677-8989

Ian MacKay Associate

Ian joined Aquilo Partners in November 2015. Ian received his BA in Biochemistry and Economics in 2015 from Middlebury College, where he also worked as an economic research assistant and was a member of the Men’s Varsity Swim team.

(415) 677-9784

Richard C. Tarbox III Executive in Residence

Ric has spent a career of more than forty years holding various leadership roles in the medical device and diagnostics sectors.

Prior to joining Aquilo Partners in 2015, Ric most recently served as the Vice President and General Manager of Becton Dickinson’s Point-of-Care Diagnostics business unit.  Prior to its sale, Ric served as President and CEO of Alverix, which was acquired by Becton Dickinson.

Ric began his career with Marion Laboratories, Inc.  He has served in various operational, strategic and executive leadership positions at American Hospital Supply Corporation, Baxter International, Cardinal Health and Thermo Fisher Scientific.  Additionally, he has been instrumental in the foundation and early stage development of Ostex International, Inc., Metrika Laboratories, Inc., BioSeparations, Inc., Cleardata Networks, Inc. and Alverix, Inc. He has served on the Board of Directors of these companies, as well as for the Healthcare Industry Distributors Association (HIDA) Educational Foundation. He has also served on the Scientific Advisory Boards of various early stage healthcare companies.

Ric earned his undergraduate degree from the University of Washington and master’s degree from the Kellogg School of Business at Northwestern University.

(619) 203-1279

Kelly Gross Analyst

Kelly joined Aquilo Partners in May 2017. Prior to Aquilo, she worked as a senior associate consultant at Trinity Partners, a life sciences consulting firm based in Waltham, MA. Kelly received a BA in Molecular Biology in 2015 from Princeton University, where she also was a member of the Women's Varsity Water Polo team.

(415) 677-8939

Morgan Hicks Director of Administration

Morgan joined Aquilo Partners in June 2016. She has held internships at the Lucile Packard Foundation for Children’s Health and the Glide Foundation. Morgan graduated with honors from the University of California at Berkeley in 2016 with a BA in Political Economy and a double-minor in Education and Global Poverty & Practice.

(415) 354-4060