Our Team
Experienced specialists dedicated to our clients
James Anderson
Chief Executive Officer
Andrew Cochran
Managing Director
Dan Erichson, CFA
Managing Director
John Eubanks, CFP
Managing Director
Matthew Gelber
Managing Director
Rocky Golem
Managing Director
David Helms
Managing Director
Steven Levitt
Managing Director
Peter Nero
Managing Director
Jay Poorman
Managing Director
Derek Smith
Managing Director
John Waller
Managing Director
Alex Weiss
Managing Director
Ethan Gundry
Director
Matt Kempler
Director
Alain Nono
Director
Donald Schipf, CFA
Director
Louis Trimble, CFA
Director
Matt Botek
Vice President
Lingxu Li
Vice President
Zachary Atiyeh
Associate
John Ball, CPA
Associate
Balbeer Chhabada
Associate
Matt Kase
Associate
James Miranda
Associate
John Pagliari
Associate
Nick Rettino
Associate
Patrick Serowka
Associate
Joseph Chou
Analyst
David Dingens
Analyst
Adam Hilal
Analyst
Jack Hurley
Analyst
Kaden Macor
Analyst
Patrick Meier
Analyst
Premkumar Patel
Analyst
Carter Richardson
Analyst
Mike Roberts
Analyst
Brooke Secola
Analyst
Joey Van Boxtel
Analyst
Adriana Lourenco
Business Development
Nicki Meehan
Business Development
Chelsea Stavis
Business Development & Marketing
Jorge Ramirez, CFA
Research
Mary Burns
Office Manager & Executive Assistant
Elaine Weglarz
Office Manager
Brenna Kitko
Administrative Assistant
Stephen Applebaum
Senior Advisor
David Gaebler
Senior Advisor
Douglas Tegen
Senior Advisor