Leadership

David W. McCombie III
Founder and Chief Executive Officer

David McCombie founded McCombie Group in 2010 to address a gap he perceived in the marketplace. A thought leader on private equity and family offices, he has been a featured speaker at various investment conferences and has been profiled in the Wall Street Journal and Bloomberg. David is a prolific writer and a contributing author of The Complete Direct Investing Handbook: A Guide for Family Offices, Qualified Purchasers, and Accredited Investors published by Wiley.

David is a former McKinsey & Company management consultant—A specialist in corporate strategy, he managed multiple client teams across a variety of industries to quickly develop strategic recommendations within complex, uncertain environments. In 2009, he was selected as a McKinsey Global Institute Fellow to further develop the firm‘s regulatory capabilities (approximately 10 of 10,000 McKinsey consultants selected/ year). Prior to joining McKinsey, he briefly worked as an associate within the financial institution group at Citigroup Global Banking in New York.

David graduated from Harvard Law School where he focused on corporate law & negotiation strategy, and also did extensive coursework in corporate finance at the Harvard Business School. He also graduated Phi Beta Kappa from the University of Miami with a degree in Economics/Finance and is a licensed Florida attorney.

Jay S. Lipsey
Partner

Jay S. Lipsey is a partner at McCombie Group. Jay brings nearly 20 years of experience encompassing corporate finance, real estate, and strategic consulting across a variety of industries. He started his career in the debt capital markets group of National City Bank (now part of PNC), where he syndicated bank loans on behalf of borrowers in the manufacturing, food and beverage, and aviation sectors. His team successfully marketed over $1.2 billion of bank loans, cementing their place as the most active middle market lender in the bank’s footprint. Jay was also an asset manager at D.B. Zwirn, a $4.0 billion hedge fund focused on private equity sponsored transactions.

Jay also co-led the finance department of Cargo Ventures, a nationwide real estate developer of logistics facilities in key transportation markets and served as an asset manager at Rialto Capital Advisors, a subsidiary of Lennar, the largest homebuilder in the United States.

Jay places a high value on community engagement, and is involved in numerous charitable and civic initiatives both locally and nationally. He is co-founder of the James Madison Institute Young Leaders Council, and leads its South-Florida chapter. While in New York, Jay co-launched the Bnai Brith Real Estate Young Development Group and was instrumental in the establishment of the New York Private Equity Network’s (NYPEN) real estate division. He has been recognized by the Memphis Jewish Federation and the University of Pennsylvania Health System for distinguished community service. Jay graduated from the Wharton School at the University of Pennsylvania.

Robert T. Regan
Director

Rob Regan is a Director at McCombie Group, where he leads the Firm’s deal origination efforts. He was previously an investment banker and brings over 20 years of experience building and leading teams across diverse government and commercial industries with an emphasis on strategy, operations, and finance. Rob served in the U.S. Army and enjoyed an accomplished career leading and managing complex national security programs and projects for the United States Department of Defense.

Rob received his M.B.A. from the George Mason University School of Business in Fairfax, Virginia and a B.A. in Legal Studies from Virginia Tech.

Ramiro A. Ortiz
Senior Advisor

Ramiro A. Ortiz is a Senior Advisor to McCombie Group, where he assists the Firm’s South Florida business development efforts.  Bringing nearly 50 years of leadership, operations, and sales experience, he has served as a senior executive in various South Florida institutions, including as President of BankUnited and SunTrust Bank.  He is dedicated to the local community, and has served as Chairman of the Greater Miami Chamber of Commerce, Co-Chair of the  United Way of Miami Dade County, and as an elected member of the Orange Bowl Committee, amongst numerous other civic roles.

Ramiro is a graduate of the School of Bank Administration at the University of Wisconsin.

H. Baird Lobree
Senior Advisor

Baird Lobree is President of Lobree & Company and a Senior Advisor to McCombie Group.  An expert in implementing and optimizing information technology systems and automating operations, he has advised over 500 businesses over his 30+ year career.   Baird was previously the founder and CEO of Auxis, Inc. an information technology consulting and outsourcing firm.  Prior to that, he held various senior consulting and accounting roles at CapGemini, Accenture, and Arthur Anderson.

Baird graduated from Florida State University with a Bachelor of Science degree in Accounting and also studied business and information systems at Tulane University.

David F. Spigelman
Senior Advisor

David F. Spigelman has a broad background having worked in strategy consulting, wealth management, and capital markets.  For the last 17 years, Dr. Spigelman has been a lecturer in economics, finance and business at the University of Miami.  Prior to that, he held senior roles at Morgan Stanley, the Federal Reserve, and First Chicago Corp. (now part of JP Morgan Chase).

David graduated magna cum laude with distinction in economics from the University of Illinois, Urbana-Champaign.  He has MA and PhD degrees in economics from Stanford University, where he was a Stanford Fellow.