Our Team

Experienced specialists dedicated to our clients
James Anderson
James Anderson

Chief Executive Officer

Rocky Golem
Rocky Golem

Managing Director

David Helms
David Helms

Managing Director

Peter Nero
Peter Nero

Managing Director

Jay Poorman
Jay Poorman

Managing Director

John Waller
John Waller

Managing Director

Andrew Cochran
Andrew Cochran

Director

Alain Nono
Alain Nono

Director

Tyler Pace
Tyler Pace

Director

Derek Smith
Derek Smith

Director

Alex Weiss
Alex Weiss

Director

Ethan Gundry
Ethan Gundry

Vice President

Kari O'Brien
Kari O'Brien

Vice President

Patrick  O'Hara
Patrick O'Hara

Vice President

Louis Trimble, CFA
Louis Trimble, CFA

Vice President

Lingxu Li
Lingxu Li

Associate

Zachary Atiyeh
Zachary Atiyeh

Analyst

Matt Botek
Matt Botek

Analyst

Matt Kase
Matt Kase

Analyst

Brendan Kenny
Brendan Kenny

Analyst

John Pagliari
John Pagliari

Analyst

Nick Rettino
Nick Rettino

Analyst

Jay Sojdehei
Jay Sojdehei

Analyst

Mary Burns
Mary Burns

Executive Assistant & Office Manager

Danielle Stewart
Danielle Stewart

Administrative Assistant & Office Coordinator

Stephen Applebaum
Stephen Applebaum

Senior Advisor

David Gaebler
David Gaebler

Senior Advisor

Douglas Tegen
Douglas Tegen

Senior Advisor