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
Rocky Golem
Managing Director
David Helms
Managing Director
Steven M Levitt
Managing Director
Peter Nero
Managing Director
Jay Poorman
Managing Director
John Waller
Managing Director
Alex Weiss
Managing Director
Ethan Gundry
Director
Alain Nono
Director
Donald Schipf, CFA
Director
Derek Smith
Director
Louis Trimble, CFA
Director
Matt Kempler
Vice President
Kari O'Brien
Vice President
John Ball, CPA
Associate
Matt Botek
Associate
Balbeer Chhabada
Associate
Matt Kase
Associate
Lingxu Li
Associate
James Miranda
Associate
John Pagliari
Associate
Nick Rettino
Associate
Zachary Atiyeh
Analyst
Joseph Chou
Analyst
David Dingens
Analyst
Adam Hilal
Analyst
Kaden Macor
Analyst
Patrick Meier
Analyst
Premkumar Patel
Analyst
Carter Richardson
Analyst
Mike Roberts
Analyst
Brooke Secola
Analyst
Patrick Serowka
Analyst
Willoughby Urquhart
Analyst
Joey Van Boxtel
Analyst
John Zacher
Analyst
Nicki Meehan
Business Development
Chelsea Stavis
Business Development & Marketing
Jorge Ramirez, CFA
Research
Mary Burns
Office Manager & Executive Assistant
Elaine Weglarz
Office Manager
Linda Chung
Executive Assistant
Kevin O'Connor
Administrative Assistant
Stephen Applebaum
Senior Advisor
David Gaebler
Senior Advisor
Douglas Tegen
Senior Advisor