Our Team
Experienced specialists dedicated to our clients
James Anderson
Chief Executive Officer
David Helms
Senior Managing Director
Steven Levitt
Senior Managing Director
Peter Nero
Senior Managing Director
Jay Poorman
Senior Managing Director
John Waller
Senior Managing Director
Andrew Cochran
Managing Director
Dan Erichson, CFA
Managing Director
John Eubanks, CFP
Managing Director
Matthew Gelber
Managing Director
Rocky Golem
Managing Director
Louis Trimble, CFA
Managing Director
Alex Weiss
Managing Director
Michael Adams
Director
Ethan Gundry
Director
Matt Kempler
Director
Alain Nono
Director
Donald Schipf, CFA
Director
John Ball, CPA
Vice President
Matt Botek
Vice President
Matt Kase
Vice President
Lingxu Li
Vice President
John Pagliari
Vice President
Nick Rettino
Vice President
Zachary Atiyeh
Associate
Balbeer Chhabada
Associate
Adam Hilal
Associate
Patrick Meier
Associate
James Miranda
Associate
Mike Roberts
Associate
Brooke Secola
Associate
Patrick Serowka
Associate
Markis Alexander
Analyst
Michael Bocchiaro
Analyst
Alec Bryan
Analyst
Andrew Cassidy
Analyst
Joseph Chou
Analyst
Sam Corbett
Analyst
Mia Horne
Analyst
Jack Hurley
Analyst
Lindsay Olson
Analyst
Premkumar Patel
Analyst
Evan Prendergast
Analyst
Carter Richardson
Analyst
Isaac Stillman
Analyst
Drew Tronc
Analyst
Joey Van Boxtel
Analyst
Charlie Walsh
Analyst
Michael Waller
Business Development & Marketing
Adriana Lourenco
Business Development
Nicki Meehan
Business Development
Jorge Ramirez, CFA
Research
Mary Burns
Office Manager & Executive Assistant
Brenna Kitko
Executive Assistant
Melody Rubin
Executive Assistant
Casey Bruce
Administrative Assistant
Stephen Applebaum
Senior Advisor
David Gaebler
Senior Advisor
Douglas Tegen
Senior Advisor