Our Team
Experienced specialists dedicated to our clients
James Anderson
Chief Executive Officer
Andrew Cochran
Managing Director
Rocky Golem
Managing Director
David Helms
Managing Director
Peter Nero
Managing Director
Jay Poorman
Managing Director
John Waller
Managing Director
Alex Weiss
Managing Director
Alain Nono
Director
Derek Smith
Director
Ethan Gundry
Vice President
Kari O'Brien
Vice President
Louis Trimble, CFA
Vice President
Matt Botek
Associate
Lingxu Li
Associate
Zachary Atiyeh
Analyst
Matt Kase
Analyst
Brendan Kenny
Analyst
Patrick Meier
Analyst
John Pagliari
Analyst
Nick Rettino
Analyst
Brooke Secola
Analyst
Patrick Serowka
Analyst
John Zacher
Analyst
Mary Burns
Office Manager & Executive Assistant
Linda Chung
Executive Assistant
Erika Meraz
Administrative Assistant
Stephen Applebaum
Senior Advisor
David Gaebler
Senior Advisor
Douglas Tegen
Senior Advisor