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
Ethan Gundry
Director
Alain Nono
Director
Derek Smith
Director
Louis Trimble, CFA
Director
Kari O'Brien
Vice President
Matt Botek
Associate
Matt Kase
Associate
Lingxu Li
Associate
John Pagliari
Associate
Nick Rettino
Associate
Zachary Atiyeh
Analyst
Patrick Meier
Analyst
Brooke Secola
Analyst
Patrick Serowka
Analyst
Willoughby Urquhart
Analyst
John Zacher
Analyst
Mary Burns
Office Manager & Executive Assistant
Linda Chung
Executive Assistant
Kevin O'Connor
Administrative Assistant
Stephen Applebaum
Senior Advisor
David Gaebler
Senior Advisor
Douglas Tegen
Senior Advisor