GlobeTax - Management Team

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Management Team

President & CEO	Martin S. Foont

Marketing	Ross K. McGill - Managing Director Len A. Lipton - Director William D. Treut - Director	Depositary Services	Harold Shapero - Managing Director Brett Lewis - Vice President

Reclaim Services	Jose Bisono - Director	Finance	Akiva Distenfeld - Vice President

Systems	Robert Weiss - Vice President & General Counsel Mohammed Ali - Assistant Vice President	Research	John P. Niblo - Senior Advisor Judith Zuckerman - Senior Product Manager

		Martin S. Foont President & CEO Martin S. Foont is the President, CEO and Founder of Globe Tax Services Inc. Mr. Foont founded GlobeTax in January of 1992 intent on building an independent company capable of providing the financial and investment community with an end to end solution for cross border tax reclaim services. As one of the world's foremost experts on withholding tax recovery, Mr. Foont has built GlobeTax into the world's pre-eminent independent provider of withholding tax recovery services. GlobeTax currently counts among its clients many of the largest banks, brokers and investment firms in the world. Prior to founding GlobeTax, Mr. Foont held senior managerial positions with IBM, Citigroup and Bankers Trust where he was head of Global Securities Services and among other things had the responsibility for tax recovery on over $30 billion of custody assets. Mr. Foont has more than 30 years of managerial experience in improving, streamlining and enhancing financial service offerings. Mr. Foont received an MBA from the Stern School of Business at New York University with a dual Major in Corporate Finance and Economics and a Masters Degree in Management from Columbia University. He holds a Bachelor's Degree in Industrial Engineering from New York University.
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		Ross K. McGill Managing Director Mr. McGill is an international P&L strategic business manager with a proven track record of success as a communicator, educator & facilitator. Prior to joining GlobeTax in 2003, Mr. McGill spent five years as a group CEO in Europe developing solutions for withholding tax recovery. Mr. McGill has co-chaired two international standards committees on withholding tax with SWIFT and the IRS. Mr. McGill is also the author of two books on withholding tax best practice and two more on international regulatory structures. Mr. McGill holds an Honours Degree in Materials Science from Bath University, England, a Certificate in Education and is a European Trade Mark Agent.
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		Len A. Lipton Director Mr. Lipton joined GlobeTax in 2004, and manages the firm's sales and marketing for the United States. His day to day activities also include oversight of the firm's data products e-TaxData Online and e-TaxData Distribution. Prior to joining GlobeTax, Mr. Lipton worked with Elkins/McSherry, LLC (a State Street Company) as a Managing Director, assisting institutional investors in monitoring the trading costs of their portfolios. Mr. Lipton's experience also includes investment consulting experience with Ladenburg Thalmann in their Middle Markets group. Mr. Lipton received a Bachelor’s Degree from the George Washington University. He also holds NASD series 7 and 63 securities licenses.
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		William D. Treut Director William Treut joined GlobeTax in 2007 to provide additional strength to the firm’s business development efforts in the Americas. Mr. Treut’s career focus has been in international financial services. Prior to joining GlobeTax, he spent 18 years at Citigroup Depositary Receipt Services, most recently as Director, Product Management and Business Planning & Analysis, and earlier as Regional Sales and Account Management Director for Latin America. His positions prior to joining Citi included General Manager for Italy, resident in Milan, and Regional Representative, Manila, Philippines, at Irving Trust Company, and Deputy General Manager of Banca della Svizzera Italiana (BSI), Lugano, Switzerland. Mr. Treut received an MBA from The University of Michigan and a Bachelor’s Degree from Duke University.
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		Harold Shapero Managing Director of Depositary Services Mr. Shapero is responsible for key Depositary clients including JPMorgan Chase Bank, Citi, The Bank of New York Mellon and Deutsche Bank. He is responsible for the oversight and management of a team of specialists that deal with the Depositary Banks, governmental tax authorities, all custodian banks and brokers holding ADRs as well as registered shareholders. Prior to joining GlobeTax, Mr. Shapero was at Bankers Trust Company and CIGNA. Mr. Shapero received an MBA in Finance from the University of Hartford and a Bachelor’s Degree in Finance from University of Connecticut.
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		Brett Lewis Vice President Mr. Lewis joined GlobeTax in 2000, and is responsible for maintaining standard procedures and operating practices for GlobeTax's Depositary Services Department. Mr. Lewis assists in the oversight and management of a team of specialists that deal with the Depositary Banks, governmental tax authorities, all custodian banks and brokers holding ADR's as well as registered shareholders. He is also instrumental in managing relationships with key Depositary clients. Mr. Lewis is currently pursuing his MBA at the Stern School of Business at New York University and received his Bachelor’s Degree in Business Administration from Saint Michael's College.
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		John P. Niblo Senior Advisor Mr. Niblo joined GlobeTax in 1993 and has managed, developed and improved business operations and processes. Currently, Mr. Niblo helps to manage the firm's research function and investigates treaty rates and changes in over 230 markets world wide. He also lends his expertise to various areas of the firm's reclaim activities internationally. Prior to joining GlobeTax, he spent ten years as a securities consultant to various Banks, Brokerages and Global Custodians. Mr. Niblo received a Bachelor’s Degree in Accounting and Business Administration from the College of the City of New York.
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		Judith Zuckerman Senior Product Manager Ms. Zuckerman joined GlobeTax in 2007, as Senior Product Manager in our Research Department. Judy has over 30 years experience in the financial services industry, most recently with The Depository Trust & Clearing Corporation. Her experience in financial services is wide and varied and includes compliance, finance, business planning and development and product management. Judy also has more than 10 years experience in the areas of foreign and domestic tax reporting and compliance and was the lead product manager on DTCC’s U.S. Tax Withholding and Domestic Tax Reporting products. Judith’s product management expertise also covers stock lending, account transfers and foreign tax withholding. Judith received an MBA in Finance from the Stern School of Business at New York University, a Masters Degree from the University of Pennsylvania and a Bachelor’s Degree from Queens College.
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		Jose Bisono Director Mr. Bisono joined GlobeTax in 1998, and manages the company's Operations department. He is responsible for the development and implementation of new firm procedures and oversight of the team of international tax professionals. His department also handles the reclamation of excess taxes withheld by foreign governments on dividend and interest income from cross-border investments, including Depositary Receipts. The Operations department services banks, brokers, hedge funds, tax exempt entities and international clients. Prior to his current position, Mr. Bisono was a Manager in the Operations department of GlobeTax, where he assisted in the development of many of the firm's procedures. Mr. Bisono and his team handle all aspects of the tax reclaim function. Mr. Bisono received a Bachelor’s Degree from Pace University in International Management with a Minor in Spanish.
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		Akiva Distenfeld Vice President Mr. Distenfeld joined GlobeTax in 1997. His current responsibilities include oversight of the company's payments department, design and implementation of tax reclaim systems and processes, as well as new client integration. Prior to his current position, Mr. Distenfeld was a Manager in the Operations department of GlobeTax where he assisted in the development of many of the firm's procedures. Mr. Distenfeld and his team handled all aspects of the tax reclaim function, servicing banks, brokers, hedge funds, tax exempt entities and international clients. Mr. Distenfeld received a Bachelor’s Degree in Finance from Sy Syms School of Business at Yeshiva University.
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		Robert Weiss Vice President - Systems, General Counsel Mr. Weiss joined GlobeTax in 1994 and serves a dual role as head of corporate information technology and in-house legal counsel. Prior to joining GlobeTax, he spent eight years in progressive technical and managerial positions. Mr. Weiss holds an MBA with distinction from the Stern School of Business at New York University, a Juris Doctor Cum Laude from Touro Law School, with admissions to the bar in NY, NJ, and the United States Patent and Trademark Office. He also received a Master of Science Degree in Electrical Engineering from PolytechnicUniversity, and a Bachelor’s Degree in Electrical Engineering and Applied Math from SUNY Stony Brook.
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		Mohammed Ashraf Ali Assistant Vice President Mr. Ali joined GlobeTax in 1998, and plays a vital role in configuring, administering and managing the organization's networks including upgrades and deployments of new technologies, messaging systems, and network security. Mr. Ali is responsible for secure system backups of all critical internal network servers; and also to research, evaluate and implement new products to improve the efficiencies and security of the existing network infrastructure. Mr. Ali provides day-to-day technical support for all information systems and technology deployed throughout the organization. Mr. Ali received an MBA from Baruch College, Zicklin School of Business and a Bachelor’s Degree in Economics from SUNY Binghamton University.
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