Our Team

Experienced specialists dedicated to our clients
James Anderson
James Anderson

Chief Executive Officer

Andrew Cochran
Andrew Cochran

Managing Director

Dan  Erichson, CFA
Dan Erichson, CFA

Managing Director

John Eubanks, CFP
John Eubanks, CFP

Managing Director

Rocky Golem
Rocky Golem

Managing Director

David Helms
David Helms

Managing Director

Steven M Levitt
Steven M Levitt

Managing Director

Peter Nero
Peter Nero

Managing Director

Jay Poorman
Jay Poorman

Managing Director

John Waller
John Waller

Managing Director

Alex Weiss
Alex Weiss

Managing Director

Ethan Gundry
Ethan Gundry

Director

Alain Nono
Alain Nono

Director

Donald Schipf, CFA
Donald Schipf, CFA

Director

Derek Smith
Derek Smith

Director

Louis Trimble, CFA
Louis Trimble, CFA

Director

Matt Kempler
Matt Kempler

Vice President

Kari O'Brien
Kari O'Brien

Vice President

John Ball, CPA
John Ball, CPA

Associate

Matt Botek
Matt Botek

Associate

Balbeer Chhabada
Balbeer Chhabada

Associate

Matt Kase
Matt Kase

Associate

Lingxu Li
Lingxu Li

Associate

James Miranda
James Miranda

Associate

John Pagliari
John Pagliari

Associate

Nick Rettino
Nick Rettino

Associate

Zachary Atiyeh
Zachary Atiyeh

Analyst

Joseph Chou
Joseph Chou

Analyst

David Dingens
David Dingens

Analyst

Adam Hilal
Adam Hilal

Analyst

Kaden Macor
Kaden Macor

Analyst

Patrick Meier
Patrick Meier

Analyst

Premkumar Patel
Premkumar Patel

Analyst

Carter Richardson
Carter Richardson

Analyst

Mike Roberts
Mike Roberts

Analyst

Brooke Secola
Brooke Secola

Analyst

Patrick Serowka
Patrick Serowka

Analyst

Willoughby  Urquhart
Willoughby Urquhart

Analyst

Joey Van Boxtel
Joey Van Boxtel

Analyst

John  Zacher
John Zacher

Analyst

Nicki Meehan
Nicki Meehan

Business Development

Chelsea Stavis
Chelsea Stavis

Business Development & Marketing

Jorge Ramirez, CFA
Jorge Ramirez, CFA

Research

Mary Burns
Mary Burns

Office Manager & Executive Assistant

Elaine Weglarz
Elaine Weglarz

Office Manager

Linda Chung
Linda Chung

Executive Assistant

Kevin O'Connor
Kevin O'Connor

Administrative Assistant

Stephen Applebaum
Stephen Applebaum

Senior Advisor

David Gaebler
David Gaebler

Senior Advisor

Douglas Tegen
Douglas Tegen

Senior Advisor